KEUKA COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KEUKA COLLEGE (EIN 16-6054295)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349302110
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T10:41:06-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264298079 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFP ROTENBERG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 NORTH STREET | AddressLine1 |
| City | CANANDAIGUA | City |
| State | NY | State |
| ZIP Code | 14424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166054295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEUKA COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEUK | BusinessNameControlTxt |
| Phone | 3152795244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CENTRAL AVENUE | AddressLine1 |
| City | KEUKA PARK | City |
| State | NY | State |
| ZIP Code | 14478 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY HILLER | PersonNm |
| Person Title | VP OF FINANCE & ADMIN | PersonTitleTxt |
| Phone | 3152795000 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER ARBORE | PreparerPersonNm |
| PTIN | P00893012 | PTIN |
| Phone | 5853405100 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRY HILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CENTRAL AVENUE | AddressLine1 |
| City | KEUKA PARK | City |
| State | NY | State |
| ZIP Code | 14478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,961,284 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KEUKA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE EXEMPLARY CITIZENS AND LEADERS TO SERVE THE NATION AND THE WORLD OF THE 21ST CENTURY. WE PROVIDE A TRANSFORMATIONAL LIBERAL-ARTS BASED EDUCATION, STRENGTHENED BY EXPERIENTIAL LEARNING, WHICH CHALLENGES STUDENTS TO DEVELOP THEIR INTELLECTUAL CURIOSITY AND TO REALIZE, WITH PURPOSE AND INTEGRITY, THEIR FULL PERSONAL AND PROFESSIONAL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1164 | TotalEmployeeCnt |
| Total Volunteers | 1029 | TotalVolunteersCnt |
| Total Gross UBI | $274,558 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,900,926 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,184,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,098,358 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,741,248 | CYProgramServiceRevenueAmt |
| PY Investment Income | $212,731 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,263,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $649,512 | PYOtherRevenueAmt |
| CY Other Revenue | $821,568 | CYOtherRevenueAmt |
| PY Total Revenue | $51,861,527 | PYTotalRevenueAmt |
| CY Total Revenue | $54,011,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,574,338 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,889,952 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,858,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,820,011 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $629,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,401,455 | PYOtherExpensesAmt |
| CY Other Expenses | $17,510,928 | CYOtherExpensesAmt |
| PY Total Expenses | $50,834,288 | PYTotalExpensesAmt |
| CY Total Expenses | $51,220,891 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,027,239 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,790,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,340,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,863,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,145,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,637,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,195,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,226,061 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CREATE EXEMPLARY CITIZENS AND LEADERS TO SERVE THE NATION AND THE WORLD OF THE 21ST CENTURY. WE PROVIDE A TRANSFORMATIONAL LIBERAL-ARTS BASED EDUCATION, STRENGTHENED BY EXPERIENTIAL LEARNING, WHICH CHALLENGES STUDENTS TO DEVELOP THEIR INTELLECTUAL CURIOSITY AND TO REALIZE, WITH PURPOSE AND INTEGRITY, THEIR FULL PERSONAL AND PROFESSIONAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,546,644 | ExpenseAmt |
| Grant | $11,889,952 | GrantAmt |
| Revenue | $48,291,119 | RevenueAmt |
| Desc | SINCE ITS FOUNDING IN 1890 AS A SPIRITUALLY CENTERED COLLEGE OF LIBERAL ARTS AND PRACTICAL LEARNING, KEUKA COLLEGE HAS GRADUATED GENERATIONS OF HUMANISTS AND SCIENTISTS, CONTRIBUTIVE CITIZENS AND CARING LEADERS; WOMEN AND MEN ENERGETICALLY ENGAGED IN THE ART OF LEADING PRODUCTIVE AND FULFILLING LIVES. KEUKA COLLEGE STUDENTS ARE CHOSEN FOR REASONS OF ABILITY AND CHARACTER, AND DURING THEIR KEUKA COLLEGE YEARS, THEY DEVELOP THOSE ABILITIES, DISCOVER OTHERS THEY DID NOT KNOW THEY HAD, AND TAKE RESPONSIBILITY NOT ONLY OF THE COURSE OF THEIR EDUCATIONS, BUT THE PURSUIT OF THEIR OWN HAPPINESS.KEUKA COLLEGE OFFERS ACCREDITED LIBERAL ARTS-BASED UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AT ITS HOME CAMPUS AND ACROSS NEW YORK STATE. BUSINESS, CRIMINAL JUSTICE, SOCIAL WORK, OCCUPATIONAL THERAPY, PSYCHOLOGY, AND BIOLOGY ARE AMONG THE TOP PROGRAMS IN THE COLLEGE'S PROGRAM PORTFOLIO. AT THE ADVENT OF THE ACADEMIC YEAR, TOTAL NEW YORK ENROLLMENT WAS 1,743, INCLUDING 887 STUDENTS WHO ATTEND CLASS AT NEW YORK COMMUNITY COLLEGE OR HOSPITAL PARTNER LOCATIONS THROUGH THE ACCELERATED STUDIES FOR ADULTS PROGRAM (ASAP). ADDITIONALLY, THE COLLEGE OFFERS A BACHELOR OF SCIENCE IN MANAGEMENT PROGRAM AT PARTNER UNIVERSITIES IN CHINA (2,422 STUDENTS) AND VIETNAM (582 STUDENTS). | Desc |
| Total Program Service Expenses | $39,546,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 134 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3152795252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CENTRAL AVENUE | AddressLine1 |
| City | KEUKA PARK | City |
| State | NY | State |
| ZIP Code | 144780098 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR JORGE L DIAZ-HERRERA | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $274,638 | $0 | $106,902 | |||
| DR JOSE ACEVEDO-RAMOS | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR BARBARA SCHAEFER ALLARDICE | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR A PAUL BRADLEY JR | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV ELIZABETH C BUESCHEL | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV WILLIAM A CARLSEN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOYCE COHEN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREN ESPOSITO | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $3,649 | $0 | $0 | ||||
| KEITH H FAGAN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR NANCY F FEINSTEIN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR CRYSTAL J GIPS | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM H GOODRICH | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LUANNE B GRAULICH | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| G JEAN HOWARD-CHERUBIM | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR CAROLYN KLINGE | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SALLY KUEHL | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR JILL E MARTIN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERENE T MEISCH | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID D MILLER | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN EDWARDS MUSHINSKI | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M PADDOCK | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN F PALUMBOS | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WANDA POLISSENI | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AQUA PORTER | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICHOLAS SCHERER | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $1,805 | $0 | $0 | ||||
| ROBERT A SCHICK | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR HANS STELMACH | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SWEET | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT D TAISEY | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV MARLOWE VN WASHINGTON | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD P WERTMAN | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHARINE FOOTE WILHELM | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA E YUNIS | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN R ZIEGLER | |||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY HILLER | |||||||||
| VP OF FINANCE & ADMIN | 40.00 | Yes (X) | $138,832 | $0 | $22,303 | ||||
| ANNE WEED | |||||||||
| VP OF ACA | 40.00 | $155,795 | $0 | $11,682 | Yes (X) | ||||
| JAMES BLACKBURN | |||||||||
| DEAN OF STUDENTS | 40.00 | $119,056 | $0 | $25,138 | Yes (X) | ||||
| VICKIE SMITH | |||||||||
| CHAIR - OT | 40.00 | $118,245 | $0 | $8,858 | Yes (X) | ||||
| DR DEBRA GATES | |||||||||
| CHAIR OF DIVISION OF NURSING | 40.00 | $107,725 | $0 | $11,350 | Yes (X) | ||||
| AMY STOREY | |||||||||
| VP OF ADVANCEMENT & EXTERNAL AFFAIRS | 40.00 | $115,656 | $0 | $9,277 | Yes (X) | ||||
| GARY SMITH | |||||||||
| VP OF ENROLLMENT MGMT | 40.00 | $178,959 | $0 | $20,322 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,214,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,832 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CREDO LLC | |||||
| 940 GOLF HOUSE ROAD W 200 | WHITSETT | NC | 27377 | CONSULTING | $358,204 |
| NMS SECURITY SERVICES LLC | |||||
| 5600 B STREET | ANCHORAGE | AK | 99518 | SECURITY SERVICES | $201,838 |
| MIKE FITZGERALD | |||||
| PO BOX 221 | GENEVA | NY | 14456 | BUSING | $176,858 |
| FLH MEDICAL PC | |||||
| 196 NORTH STREET | GENEVA | NY | 14456 | MEDICAL & HEALTHCARE | $124,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $19,350 | FundraisingAmt |
| Government Grants | $361,097 | GovernmentGrantsAmt |
| All Other Contributions | $2,804,449 | AllOtherContributionsAmt |
| Noncash Contributions | $240,763 | NoncashContributionsAmt |
| Total Contributions | $3,184,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $37,738,559 | $37,738,559 | |
| ROOM & BOARD | 900099 | $8,231,073 | $8,231,073 | |
| INTERNATIONAL EXPANSION PROGRAMS | 900099 | $1,407,163 | $1,407,163 | |
| AUXILIARY ENTERPRISES | 531190 | $364,453 | $153,170 | $211,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,741,248 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,503 | TotalRevenueColumnAmt |
| Exclusion | $279,503 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $261,720 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,779 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,941 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,610 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,742,828 | SecuritiesAmt |
| Other | $7,710 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,765,460 | SecuritiesAmt |
| Other | $642 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,977,368 | SecuritiesAmt |
| Other | $7,068 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,984,436 | TotalRevenueColumnAmt |
| Exclusion | $1,984,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,891 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,752 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,861 | TotalRevenueColumnAmt |
| Exclusion | -$2,861 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS FEES | 900099 | $624,098 | $613,433 | $10,665 |
| DEFERRED GIVING ARRANGE | 900099 | $107,390 | $107,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $731,488 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,011,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,291,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $274,558 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,261,078 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,562 | TotalAmt |
| Program Services | $54,562 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,892,846 | TotalAmt |
| Program Services | $10,892,846 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,544 | TotalAmt |
| Program Services | $942,544 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,957 | TotalAmt |
| Management And General | $741,957 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,682,202 | TotalAmt |
| Program Services | $12,800,074 | ProgramServicesAmt |
| Management And General | $3,516,168 | ManagementAndGeneralAmt |
| Fundraising | $365,960 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,367 | TotalAmt |
| Management And General | $858,367 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,148,854 | TotalAmt |
| Program Services | $1,537,117 | ProgramServicesAmt |
| Management And General | $511,343 | ManagementAndGeneralAmt |
| Fundraising | $100,394 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,631 | TotalAmt |
| Program Services | $1,041,996 | ProgramServicesAmt |
| Management And General | $346,635 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,004 | TotalAmt |
| Program Services | $3,357 | ProgramServicesAmt |
| Management And General | $120,647 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,700 | TotalAmt |
| Management And General | $49,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,920 | TotalAmt |
| Program Services | $48,920 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606,333 | TotalAmt |
| Program Services | $2,295,093 | ProgramServicesAmt |
| Management And General | $1,302,053 | ManagementAndGeneralAmt |
| Fundraising | $9,187 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,306 | TotalAmt |
| Program Services | $23,283 | ProgramServicesAmt |
| Management And General | $325,623 | ManagementAndGeneralAmt |
| Fundraising | $400 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,410,430 | TotalAmt |
| Program Services | $2,307,377 | ProgramServicesAmt |
| Management And General | $1,037,430 | ManagementAndGeneralAmt |
| Fundraising | $65,623 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,865 | TotalAmt |
| Management And General | $100,865 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,334,972 | TotalAmt |
| Program Services | $3,246,907 | ProgramServicesAmt |
| Management And General | $88,065 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,499 | TotalAmt |
| Program Services | $597,014 | ProgramServicesAmt |
| Management And General | $62,740 | ManagementAndGeneralAmt |
| Fundraising | $21,745 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,309 | TotalAmt |
| Program Services | $37,074 | ProgramServicesAmt |
| Management And General | $50,235 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,152 | TotalAmt |
| Program Services | $448,126 | ProgramServicesAmt |
| Management And General | $39,026 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,470,180 | TotalAmt |
| Program Services | $2,272,282 | ProgramServicesAmt |
| Management And General | $197,898 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,413 | TotalAmt |
| Management And General | $463,413 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $1,043,656 | $565,299 | $430,705 | $47,652 |
| MINOR CAPITAL PURCHASES | $542,338 | $272,207 | $270,131 | |
| BAD DEBTS EXPENSE | $239,555 | $239,555 | ||
| DUES/MEMBERSHIPS | $164,123 | $70,851 | $74,580 | $18,692 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,173 | TotalAmt |
| Program Services | $89,715 | ProgramServicesAmt |
| Management And General | $217,458 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,220,891 | TotalAmt |
| Program Services | $39,546,644 | ProgramServicesAmt |
| Management And General | $11,044,594 | ManagementAndGeneralAmt |
| Fundraising | $629,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,088,679 | BOYAmt |
| EOY | $7,771,767 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,240 | BOYAmt |
| EOY | $1,356,177 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,698 | BOYAmt |
| EOY | $1,579,618 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,428 | BOYAmt |
| EOY | $1,377,035 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,314 | BOYAmt |
| EOY | $28,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,961 | BOYAmt |
| EOY | $487,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,014,580 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,019,917 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,714,498 | BOYAmt |
| EOY | $26,994,663 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,518,481 | BOYAmt |
| EOY | $13,419,980 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,571 | BOYAmt |
| EOY | $1,847,981 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,340,870 | BOYAmt |
| EOY | $54,863,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,967,473 | BOYAmt |
| EOY | $3,848,831 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,334 | BOYAmt |
| EOY | $1,588,748 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,610,394 | BOYAmt |
| EOY | $9,190,032 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,772,153 | BOYAmt |
| EOY | $5,077,772 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,846 | BOYAmt |
| EOY | $3,932,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,145,200 | BOYAmt |
| EOY | $23,637,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,793,659 | BOYAmt |
| EOY | $17,627,105 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,920 | BOYAmt |
| EOY | $4,518,738 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,359,091 | BOYAmt |
| EOY | $9,080,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,195,670 | BOYAmt |
| EOY | $31,226,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,340,870 | BOYAmt |
| EOY | $54,863,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,790,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$773,215 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,846 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,504,599 | BeginningYearBalanceAmt |
| Contributions | $721,128 | ContributionsAmt |
| Investment Earnings Or Losses | $1,486,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $201,138 | GrantsOrScholarshipsAmt |
| Other Expenditures | $64,552 | OtherExpendituresAmt |
| Administrative Expenses | $48,920 | AdministrativeExpensesAmt |
| End Year Balance | $13,397,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,022,947 | BeginningYearBalanceAmt |
| Contributions | $497,262 | ContributionsAmt |
| Investment Earnings Or Losses | $1,325,904 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,284 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,882 | OtherExpendituresAmt |
| Administrative Expenses | $31,348 | AdministrativeExpensesAmt |
| End Year Balance | $11,504,599 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,560,800 | BeginningYearBalanceAmt |
| Contributions | $328,295 | ContributionsAmt |
| Investment Earnings Or Losses | $163,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,204 | GrantsOrScholarshipsAmt |
| Other Expenditures | $312 | OtherExpendituresAmt |
| Administrative Expenses | $27,983 | AdministrativeExpensesAmt |
| End Year Balance | $10,022,947 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,536,409 | BeginningYearBalanceAmt |
| Contributions | $1,197,181 | ContributionsAmt |
| Investment Earnings Or Losses | $1,105,125 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,476 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,401 | OtherExpendituresAmt |
| Administrative Expenses | $23,038 | AdministrativeExpensesAmt |
| End Year Balance | $9,560,800 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,813,684 | BeginningYearBalanceAmt |
| Contributions | $548,155 | ContributionsAmt |
| Investment Earnings Or Losses | $1,626,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $329,532 | GrantsOrScholarshipsAmt |
| Other Expenditures | $104,275 | OtherExpendituresAmt |
| Administrative Expenses | $18,006 | AdministrativeExpensesAmt |
| End Year Balance | $7,536,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $41,850 | InvestmentCostOrOtherBasisAmt |
| Book Value | $41,850 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,808,700 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $43,244,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,287,692 | DepreciationAmt |
| Book Value | $21,765,761 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,390,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,787,723 | DepreciationAmt |
| Book Value | $3,603,117 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,528,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,944,502 | DepreciationAmt |
| Book Value | $1,583,935 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,994,663 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 457B PLAN LIABILITIES | $359,107 |
| ASSET RETIREMENT OBLIGATION | $1,238,153 |
| DEFERRED GIVING OBLIGATIONS | $806,936 |
| REFUNDABLE GOVERNMENT LOAN FUNDS | $1,520,187 |
| UNREALIZED LOSS ON INTEREST RATE SWAP | $8,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,932,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,597,729 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$773,215 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $181,625 | OtherRevenueAmt |
| Revenue Not Reported | -$591,590 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,189,319 | RevenueSubtotalAmt |
| Other Revenues Not Included | $11,822,333 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,822,333 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,011,652 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,567,337 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $168,779 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $168,779 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,398,558 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $11,822,333 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,822,333 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,220,891 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLEGES COLLECTIONS INCLUDE WORKS OF ART, SCULPTURES AND OTHER ITEMS OF COLLECTIBLE SIGNIFICANCE THAT ARE MAINTAINED IN THE COLLEGES LIBRARY ART GALLERY AND IN VARIOUS LOCATIONS ACROSS CAMPUS. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION AND EDUCATION. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS OR COLLECTIONS. THE COLLEGE HAS NO PLANS TO SELL THESE COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. CONTRIBUTED COLLECTION ITEMS ARE NOT RECORDED IN THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | THE WORKS OF ART, SCULPTURES AND OTHER ITEMS OF COLLECTIBLE SIGNIFICANCE ARE ON EXHIBITION FOR STUDENTS IN AN EFFORT TO ENHANCE STUDENTS KNOWLEDGE AND APPRECIATION OF ART TO FOSTER PERSONAL AND ACADEMIC DEVELOPMENT WHILE VALUING CULTURE AND DIVERSITY. |
| PART V, LINE 4: | THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS TOTAL ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART X, LINE 2: | INCOME TAXES - THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE COLLEGE'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-10-50, THE COLLEGE WOULD RECOGNIZE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE COLLEGE IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE COLLEGE'S FINANCIAL STATEMENTS. THE EXEMPT COLLEGE'S INFORMATION RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES AND ITS OPEN AUDIT PERIODS ARE 2010 THROUGH 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INTEREST RATE SWAP 12,846. RENTAL EXPENSES 168,779. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDED & UNFUNDED STUDENT AID 11,822,333. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 168,779. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDED & UNFUNDED STUDENT AID 11,822,333. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | INCLUDED IN VARIOUS COLLEGE BROCHURES AND ON COLLEGE WEBSITE |
| SCHEDULE E, PART I, LINE 6 | 34A THE COLLEGE RECEIVES FINANCIAL AID FROM STATE AND FEDERAL AGENCIES THAT IS PASSED TO THE COLLEGE'S STUDENTS. THE COLLEGE FILES THE APPROPRIATE REPORTS WITH THE FEDERAL AUDIT CLEARINGHOUSE AND THE DEPARTMENT OF EDUCATION. REVENUES AND EXPENSES FROM THIS AID ARE CONSIDERED AGENCY FUNDS AND ARE NOT RECORDED AS REVENUES AND EXPENSES OF THE COLLEGE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA | 5 | 1 | PROGRAM SERVICES | PAYMENT TO AGENT RECRUITING | $31,500 |
| SUBSAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | PAYMENT TO AGENT RECRUITING | $6,119 |
| EAST ASIA | 5 | 1 | PROGRAM SERVICES | STUDENT SUPPORT SERVICES | $30,000 |
| EAST ASIA & THE PACIFIC | 8 | 6 | PROGRAM SERVICES | IN-COUNTRY TRAVEL & MEALS | $11,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 18 | SubtotalOfficesCnt |
| Subtotal Employees | 9 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 18 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $79,601 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $79,601 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | RECRUITING | $31,500 | WIRE | FMV |
| EAST ASIA & THE PACIFIC | STUDENT SUPPORT | $30,000 | WIRE | FMV |
| SUB-SAHARAN AFRICA | RECRUITING | $6,119 | CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| QUALIFIED TUITION SCHOLARSHIP | EAST ASIA & THE PACIFIC | 47 | $588,173 | APPLIED TO ACCOUNT | FMV |
| QUALIFIED TUITION SCHOLARSHIP | MIDDLE EAST | 1 | $15,000 | APPLIED TO ACCOUNT | FMV |
| QUALIFIED TUITION SCHOLARSHIP | SUB-SAHARAN AFRICA | 11 | $163,590 | APPLIED TO ACCOUNT | FMV |
| QUALIFIED TUITION SCHOLARSHIP | NORTH AMERICA | 6 | $108,162 | APPLIED TO ACCOUNT | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE AWARDED TO FOREIGN PERSONS THAT ARE IN THE UNITED STATES ATTENDING KEUKA COLLEGE. GRANTS ARE APPLIED TO THE STUDENT'S ACCOUNT AS A REDUCTION TO TUITION. GRANTS ARE MONITORED TO DETERMINE TAXABILITY. KEUKA DOES NOT GRANT AWARDS FOR ANYTHING OTHER THAN TUITION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $31,241 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,891 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,061 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,224 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,070 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $397 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $31,241 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,350 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,891 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,061 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,224 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,070 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $397 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,752 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,861 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| CORNING COMMUNITY COLLEGE | ||||||
| 1 ACADEMIC DRIVE | CORNING | NY | 14830 | 160743905 | $9,427 | SCHOLARSHIPS |
| FINGER LAKES COMMUNITY COLLEGE | ||||||
| 3325 MARVIN SANDS DRIVE | CANANDAIGUA | NY | 14424 | 161336514 | $18,422 | SCHOLARSHIPS |
| ONONDAGA COMMUNITY COLLEGE | ||||||
| 4585 WEST SENENCA TURNPIK | SYRACUSE | NY | 13215 | 160973001 | $10,441 | SCHOLARSHIPS |
| GENESEE COMMUNITY COLLEGE | ||||||
| 1 COLLEGE ROAD | BATAVIA | NY | 14020 | 160920402 | $7,078 | SCHOLARSHIPS |
| MOHAWK VALLEY COMMUNITY COLLEGE | ||||||
| 1101 SHERMAN DRIVE | UTICA | NY | 13501 | 161020948 | $9,194 | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | KEUKA GRANTS | GrantTypeTxt |
| Recipient | 955 | RecipientCnt |
| Cash Grant | $10,892,846 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AWARDING OF INSTITUTIONAL AID IS DRIVEN BY THE AWARD THE STUDENT RECEIVES UPON ENTRANCE TO KEUKA COLLEGE. COMING IN AS A NEW STUDENT, THE ADMISSIONS AND FINANCIAL AID SCHOLARSHIP COMMITTEE FIRST DETERMINES IF THE STUDENT IS ELIGIBLE FOR MERIT BASED AWARDS. THESE AWARDS ARE BASED ON ACADEMIC AND CO-CURRICULAR ACTIVITIES. EACH STUDENT IS THEN COMPARED TO A FINANCIAL AID AWARDING MATRIX WHICH IS COMPRISED OF VARYING NEED LEVELS FOR GRANT FUNDING, CAMPUS BASED AID AND CAMPUS EMPLOYMENT. STUDENTS ARE PLACED ON THIS GRID BY USING THE ADMISSIONS SCHOLARSHIP CRITERIA TO DETERMINE THEIR RATING AND THEN THEIR FINANCIAL NEED FACTOR AS DETERMINED BY THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FOR THAT ACADEMIC YEAR. STUDENT AWARDS ARE REVIEWED ON A YEARLY BASIS TO DETERMINE THEIR ELIGIBILITY. TYPICALLY A STUDENT AWARD WILL NOT CHANGE UNLESS FINANCIAL NEED OR ACADEMIC PROGRESS CHANGES. TUITION BASED AWARDS WILL INCREASE/DECREASE WITH THE VALUE OF TUITION EACH YEAR. INSTITUTIONAL AID IS PLACED ON THE STUDENTS ACCOUNT TYPICALLY IN TWO EQUAL DISBURSEMENTS (FALL AND SPRING). THESE DISBURSEMENTS ARE NOT RELEASED UNTIL ALL REQUIRED DOCUMENTATION IS COMPLETE IN THE STUDENT'S FILE. DISBURSEMENTS ARE MADE 10 DAYS PRIOR TO THE START OF CLASSES EACH SEMESTER. INSTITUTIONAL GRANTS ARE AWARDED TO TRADITIONAL UNDERGRADUATE, INTERNATIONAL STUDENTS AND A LIMITED NUMBER OF STUDENTS IN THE GRADUATE AND ACCELERATED STUDY PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JORGE L DIAZ-HERRERA | ||||||||||||||
| PRESIDENT | $249,919 | $0 | $0 | $0 | $24,719 | $0 | $18,013 | $0 | $88,889 | $0 | $381,540 | $0 | $0 | $0 |
| JERRY HILLER | ||||||||||||||
| VP OF FINANCE & ADMIN | $138,832 | $0 | $0 | $0 | $0 | $0 | $10,419 | $0 | $11,884 | $0 | $161,135 | $0 | $0 | $0 |
| ANNE WEED | ||||||||||||||
| VP OF ACA | $155,795 | $0 | $0 | $0 | $0 | $0 | $11,295 | $0 | $387 | $0 | $167,477 | $0 | $0 | $0 |
| JAMES BLACKBURN | ||||||||||||||
| DEAN OF STUDENTS | $111,561 | $0 | $0 | $0 | $7,495 | $0 | $8,658 | $0 | $16,480 | $0 | $144,194 | $0 | $0 | $0 |
| VICKIE SMITH | ||||||||||||||
| CHAIR - OT | $118,245 | $0 | $0 | $0 | $0 | $0 | $8,573 | $0 | $285 | $0 | $127,103 | $0 | $0 | $0 |
| DR DEBRA GATES | ||||||||||||||
| CHAIR OF DIVISION OF NURSING | $107,725 | $0 | $0 | $0 | $0 | $0 | $7,632 | $0 | $3,718 | $0 | $119,075 | $0 | $0 | $0 |
| AMY STOREY | ||||||||||||||
| VP OF ADVANCEMENT & EXTERNAL AFFAIRS | $98,755 | $0 | $0 | $0 | $16,901 | $0 | $0 | $0 | $9,277 | $0 | $124,933 | $0 | $0 | $0 |
| GARY SMITH | ||||||||||||||
| VP OF ENROLLMENT MGMT | $164,824 | $0 | $0 | $0 | $14,135 | $0 | $13,036 | $0 | $7,286 | $0 | $199,281 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YATES COUNTY CAPITAL RESOURCE CORPORATION (YATES COUNTY CRC) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 161130714 | BondIssuerEIN |
| Bond Issued | 2010-09-02 | BondIssuedDt |
| Issue Price | $10,500,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR ISSUES AND NEW SPENDING FOR RENOVATIONS AND IMPROVEMENTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,309,968 | RetiredAmt |
| Total Proceeds | $10,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $210,000 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $218,480 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $1,339,057 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,732,463 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.01140 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01140 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SHCEDULE K, PART I | FormAndLineReferenceDesc |
| Explanation | REFUND PRIOR YEAR ISSUES 1/30/2003, 12/29/2004, 4/29/2007 AND NEW SPENDING FOR RENOVATIONS AND IMPROVEMENTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BURKE | PersonNm |
| Relationship With Org | FORMER PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PREMIUMS | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $150,000 | OriginalPrincipalAmt |
| Balance Due | $171,370 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $171,370 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt |
|---|---|---|
| LAUREN M ESPOSITO | ||
| STUDENT TRUSTEE AND SCHOLARSHIP RECIPIENT | $1,200 | KEUKA COLLEGE SCHOLARSHIP |
| NICHOLAS A SCHERER | ||
| STUDENT TRUSTEE AND SCHOLARSHIP RECIPIENT | $1,869 | KEUKA GRANT |
| JULIAN DIAZ | ||
| DEPENDENT OF PRESIDENT OF COLLEGE | $26,010 | TUITION REMISSION |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YANG ZHAO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF GARY SMITH, VP ENROLLMENT MGMT | RelationshipDescriptionTxt |
| Transaction | $59,824 | TransactionAmt |
| Transaction | ASSISTANT PROFESSOR OF INTERNATIONAL MANAGEMENT. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $649 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $239,919 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CAMERAS | 3 | $110 | ESTIMATED FAIR MARKE |
| Yes (X) | POINSETTIAS F | 5 | $85 | ESTIMATED FAIR MARKE |
| Yes (X) | 3-WHEEL POWER | 1 | $0 | ESTIMATED FAIR MARKE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | BANK'S WEALTH STRATEGIES GROUP TO ACCEPT AND SELL STOCKS GIVEN TO THE COLLEGE THROUGH THEIR DTC SYSTEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE COLLEGES BYLAWS WERE UPDATED IN JUNE 2014 FOR REVISIONS TO COMMITTEE NAMES THAT WERE CHANGED TO MATCH THE REVISED NAMES OF DEPARTMENTS. THE VP OF COLLEGE ADVANCEMENT IS NOW THE VP OF ADVANCEMENT AND EXTERNAL AFFAIRS. THE VP OF ENROLLMENT OF MANAGEMENT AND MARKETING IS NOW VP OF ENROLLMENT MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CONTROLLER VERIFIES THE ACCURACY OF THE 990 IN DETAIL. IT IS THEN REVIEWED IN DETAIL WITH THE ENTIRE AUDIT COMMITTEE. ALL INDIVIDUALS ARE PROVIDED WITH COPIES OF THE FORM 990. IN ADDITION, THE FULL BOARD REVIEWS THE SALARY DISCLOSURES AND ARE PROVIDED WITH A FINAL COPY OF THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOR THE BOARD OF TRUSTEES, WRITTEN CONFLICT OF INTEREST FORMS ARE SUBMITTED ANNUALLY AND REVIEWED BY THE EXECUTIVE COMMITTEE, THE VP OF FINANCE & ADMINISTRATION AND WHEN NEEDED, THE COLLEGE ATTORNEY. FOR EMPLOYEES AND STAFF, THE BUSINESS OFFICE, WITH LEADERSHIP BY THE VP OF FINANCE & ADMINISTRATION AND THE SUPPORT OF HUMAN RESOURCES, MONITORS ALL BUSINESS RELATIONSHIPS BETWEEN THE COLLEGE AND EMPLOYEES. IN ADDITION, THE PROVOST ASSISTS IN MONITORING ACADEMIC ACTIVITIES FOR POSSIBLE CONFLICTS OF INTEREST. THE COLLEGE HAS ADOPTED A "WHISTLEBLOWER" POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENTIAL DEVELOPMENT COMMITTEE(PDC) OF THE BOARD EVALUATED THE PRESIDENT BASED ON 6 KEY AREAS THAT THE COMMITTEE AND THE PRESIDENT AGREED UPON. THE PDC THEN RECOMMENDED THE PRESIDENT'S SALARY ADJUSTMENT TO THE EXECUTIVE COMMITTEE WHO IN-TURN FURTHERED IT TO THE FULL BOARD. ALSO, DURING THE FISCAL YEAR 2009-10, THE COLLEGE LOANED $50,000 TO THE FORMER PRESIDENT OF THE COLLEGE TO COVER THE PREMIUMS ON A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). DURING THE FISCAL YEAR 2010-11, THE COLLEGE LOANED AN ADDITIONAL $100,000 TO THE FORMER PRESIDENT OF THE COLLEGE TO COVER THESE PREMIUMS. UNDER THE TERMS OF THE AGREEMENT, THE COLLEGE WILL RECEIVE THE PRINCIPAL AMOUNT, PLUS INTEREST AFTER THE DEATHS OF BOTH THE FORMER PRESIDENT AND HIS SPOUSE. THE LOAN IS SECURED BY THE INSURANCE POLICY OF THE FORMER PRESIDENT. THE PRESIDENT ANNUALLY REVIEWS THE PERFORMANCE OF THE VICE PRESIDENTS. ANY SALARY ADJUSTMENTS OF THE VICE PRESIDENTS ARE GRANTED AFTER AN EVALUATION WITH COMPARABLE EXECUTIVE SALARIES OF PEER COLLEGES, WITHIN AN ESTABLISHED RANGE. THE PRESIDENT DETERMINES THE SALARY ADJUSTMENTS AND REPORTS THEM TO THE COMPENSATION COMMITTEE WHO IN TURN INFORMS THE EXECUTIVE COMMITTEE. ANY SALARY ADJUSTMENTS OUTSIDE OF THE COMPARABILITY RANGE MUST BE APPROVED BY THE COMPENSATION AND EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE BY REQUEST IN THE COLLEGE BUSINESS OFFICE. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP 12,846. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR THE REVIEW OF THE AUDIT REPORT HAS NOT CHANGED FROM THE PRIOR YEAR. |