University of Pennsylvania Press Inc: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- University of Pennsylvania Press Inc (EIN 23-1876142)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-05
- IRS object ID
- 201521259349301267
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-05T10:32:56-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howe Keller & Hunter PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S Broad St 4th Fl | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19107 | 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 | 231876142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Pennsylvania Press Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2158981670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3905 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Halpern | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Craig Howe CPA | PreparerPersonNm |
| PTIN | P00595108 | PTIN |
| Phone | 2158939112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Eric Franklin Halpern | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Fariston Road | AddressLine1 |
| City | Wayne | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,603,133 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.upenn.edu/pennpress | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Scholarly Publishing. The University of Pennsylvania Press is a member of the Association of American University Presses. The Press now publishes upwards of 100 new books and journals a year with an active backlist of more than 1000 titles. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $621,312 | PYContributionsGrantsAmt |
| CY Contributions Grants | $589,106 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,781,934 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,572,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $138,140 | PYInvestmentIncomeAmt |
| CY Investment Income | $147,469 | CYInvestmentIncomeAmt |
| PY Other Revenue | $226,658 | PYOtherRevenueAmt |
| CY Other Revenue | $293,904 | CYOtherRevenueAmt |
| PY Total Revenue | $4,768,044 | PYTotalRevenueAmt |
| CY Total Revenue | $4,603,133 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,859,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,861,586 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,750,567 | PYOtherExpensesAmt |
| CY Other Expenses | $2,672,214 | CYOtherExpensesAmt |
| PY Total Expenses | $4,609,685 | PYTotalExpensesAmt |
| CY Total Expenses | $4,533,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $158,359 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,333 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,111,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,230,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,228,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,943,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,883,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,286,977 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Scholarly Publishing. The University of Pennsylvania Press is a member of the Association of American University Presses. The Press now publishes upwards of 100 new books and journals a year with an active backlist of more than 1000 titles. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,839,228 | ExpenseAmt |
| Revenue | $3,572,654 | RevenueAmt |
| Desc | The University of Pennsylvania Press, Inc. (Penn Press) is a Pennsylvania nonprofit corporation, and is a wholly owned subsidiary of the University of Pennsylvania. Its mission is to disseminate and publish scholarly and academic books, treatises, and other publications of serious literary, scientific or educational merit in conjunction with the University of Pennsylvania. Its primary aim is to maintain a publishing program this is influential and innovative, and that addresses the needs of scholars, teachers, students, professionals, and the broader community of readers.Since its inception in 1890, Penn Press has published many scholarly and influential books. It still has over 1000 titles on its active back list and publishes approximately one hundred new titles annually. One of the Press's earliest publications, The Philadelphia Negro by W.E.B. DuBois, is still considered a landmark in the study of black problems and pernicious and persistent effects of racism. Books published by the Penn Press regularly win prizes in their fields of scholarship. Many others are successful in making the work of scholars and researchers accessible to the lay person. For the fiscal year ended June 30, 2014, the Press published 143 new titles and reprinted 59 previously published titles.The Press serves almost 1,400 customers, wholesale and retail, including college bookstores in all regions of the country.The Press does not receive regular grants from any foundation. Revenues are generated from the sale of books. The University of Pennsylvania provided an annual operating subvention of $384,900 and donated the use of facilities of $157,900 in the fiscal year ended June 30, 2014. | Desc |
| Total Program Service Expenses | $3,839,228 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph G Guttman | PersonNm |
| Phone | 2158981670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3905 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191044112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Stuart Teacher | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jamie Bischoff | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Franklyn L Rodgers | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Amy Gutmann | |||||||
| Ex Officio | 40.00 | 0.00 | Yes (X) | $0 | $3,027,353 | $398,753 | |
| Jane Pepper | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Vague | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Aronson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Larry Silver | |||||||
| Ex Officio | 40.00 | 0.00 | Yes (X) | $0 | $120,552 | $20,808 | |
| Vincent Price Provost | |||||||
| Ex Officio | 40.00 | 0.00 | Yes (X) | $0 | $810,253 | $70,460 | |
| Daniel Gordon | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brendan Cahill | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Franklin Halpern | |||||||
| Director | 40.00 | 0.00 | $0 | $138,550 | $27,766 | Yes (X) | |
| Laura Waldron | |||||||
| Marketing Dir. | 40.00 | 0.00 | $0 | $77,172 | $23,149 | Yes (X) | |
| Joseph G Guttman | |||||||
| Business Mgr. | 40.00 | 0.00 | $0 | $76,683 | $14,389 | Yes (X) | |
| Peter A Agree | |||||||
| Editor-In-Chief | 40.00 | 0.00 | $0 | $69,535 | $18,846 | Yes (X) | |
| Elizabeth M Glover | |||||||
| Production Mgr. | 40.00 | 0.00 | $0 | $77,361 | $15,488 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $4,397,459 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $589,659 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $468,764 | RelatedOrganizationsAmt |
| All Other Contributions | $120,342 | AllOtherContributionsAmt |
| Total Contributions | $589,106 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sale of books & public. | Desc |
| Business | 511130 | BusinessCd |
| Total Revenue Column | $3,572,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,572,654 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,572,654 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,059 | TotalRevenueColumnAmt |
| Exclusion | $140,059 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,410 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,410 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,410 | TotalRevenueColumnAmt |
| Exclusion | $7,410 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rights & Permissions | Desc |
| Total Revenue Column | $293,904 | TotalRevenueColumnAmt |
| Exclusion | $293,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $293,904 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,603,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,572,654 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $441,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,940 | TotalAmt |
| Program Services | $281,551 | ProgramServicesAmt |
| Management And General | $257,389 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,850 | TotalAmt |
| Program Services | $830,059 | ProgramServicesAmt |
| Management And General | $124,791 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,796 | TotalAmt |
| Program Services | $300,483 | ProgramServicesAmt |
| Management And General | $67,313 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,595 | TotalAmt |
| Management And General | $27,595 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,300 | TotalAmt |
| Program Services | $143,300 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,685 | TotalAmt |
| Management And General | $11,685 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,157 | TotalAmt |
| Program Services | $51,516 | ProgramServicesAmt |
| Management And General | $9,641 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100 | TotalAmt |
| Management And General | $1,100 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Publication Manufacturing Cost | $709,586 | $709,586 |
| Warehousing | $545,660 | $545,660 |
| Marketing Expenses | $219,613 | $219,613 |
| Inventory Write-down | $205,925 | $205,925 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,593 | TotalAmt |
| Program Services | $551,535 | ProgramServicesAmt |
| Management And General | $195,058 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,533,800 | TotalAmt |
| Program Services | $3,839,228 | ProgramServicesAmt |
| Management And General | $694,572 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,131 | BOYAmt |
| EOY | $737,367 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,416 | BOYAmt |
| EOY | $531,720 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,798 | BOYAmt |
| EOY | $1,314,219 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,396 | BOYAmt |
| EOY | $164,488 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,168,809 | BOYAmt |
| EOY | $3,482,380 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,111,550 | BOYAmt |
| EOY | $6,230,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,320 | BOYAmt |
| EOY | $404,413 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,022 | BOYAmt |
| EOY | $60,739 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,678 | BOYAmt |
| EOY | $1,478,045 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,020 | BOYAmt |
| EOY | $1,943,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,446 | BOYAmt |
| EOY | $1,712,811 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,147 | BOYAmt |
| EOY | $660,229 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,937 | BOYAmt |
| EOY | $1,913,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,883,530 | BOYAmt |
| EOY | $4,286,977 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,111,550 | BOYAmt |
| EOY | $6,230,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $69,333 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $334,114 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of the Univ of Penna | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352685 | EIN |
| Organization Type | 2 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $4,663,688 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,663,688 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information - Support Schedule | FormAndLineReferenceDesc |
| Explanation | The Penn Press publishes and distributes scholarly academic books and other publications of educational value for the University of Pennsylvania and others. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,168,809 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $453,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140,000 | OtherExpendituresAmt |
| End Year Balance | $3,482,380 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,990,222 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,587 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| End Year Balance | $3,168,809 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,130,471 | BeginningYearBalanceAmt |
| Contributions | $1,907,730 | ContributionsAmt |
| Investment Earnings Or Losses | $142,021 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $190,000 | OtherExpendituresAmt |
| End Year Balance | $2,990,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $999,889 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $173,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,000 | OtherExpendituresAmt |
| End Year Balance | $1,130,471 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $944,397 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $135,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $999,889 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Total Book Value Securities | $3,482,380 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to the University of Pennsylvania | Desc |
| Amt | $1,478,045 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,478,045 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Earnings may be used to fund the ongoing program of scholarly book publishing. |
| Part X : FIN48 Footnote | The Organization evaluates its tax position based on the FASB standard on Accounting for Uncertainty in Income Taxes, which requires the use of a two-step approach for recognizing and measuring tax benefits taken or expected to be taken in an unrelated business activity tax return and disclosures regarding uncertainties in tax positions. The first step is recognition: the Organization determines whether it is more likely than not that a tax position will be sustained upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position. In evaluating whether a tax position has met the more-likely-than-not recognition threshold, the Organization presumes that the position will be examined by the appropriate taxing authority that has full knowledge of all relevant information. The second step is measurement: a tax position that meets the more-likely-than-not threshold is measured to determine the amount of benefit to recognize in the financial statements. The tax position is measured at the largest amount of benefit that is greater than 50 percent likely of being realized upon ultimate settlement. Difference between tax positions taken in a tax return and amounts recognized in the financial statements will generally result in an increase in a liability for income taxes payable or a reduction of an income tax refund receivable.The Organization recognizes interest expense and penalties in interest expense. There was no interest or penalties related to income taxes recognized for the years ended June 30, 2014 and 2013. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $3,535 |
| Europe | 0 | 4 | Scholarly Publishing | Marketing, Sales and Distribution | $137,918 |
| Middle East and North Africa | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $2,670 |
| North America | 0 | 1 | Scholarly Publishing | Marketing, Sales and Distribution | $9,799 |
| South America | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $1,481 |
| Central America and the Caribbean | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $70 |
| Sub-Saharan Africa | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $144 |
| South Asia | 0 | 0 | Scholarly Publishing | Marketing, Sales and Distribution | $70 |
| Russia & Newly Indp Stat | 0 | 0 | Scholorly Publishing | Marketing, Sales, an | $442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $156,129 | SubtotalSpentAmt |
| Total Spent | $156,129 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| Dr Amy Gutmann | ||||||
| Ex Officio | $1,175,307 | $1,479,625 | $372,421 | $360,360 | $38,393 | $3,426,106 |
| Eric Franklin Halpern | ||||||
| Director | $137,857 | $693 | $12,751 | $15,015 | $166,316 | |
| Vincent Price Provost | ||||||
| Ex Officio | $627,963 | $181,000 | $1,290 | $57,375 | $13,085 | $880,713 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (29 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | MANAGEMENT READS AND REVIEWS THE FORM PRIOR TO SIGNING AND FILING IT. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Press sends out a questionnaire annually to officers, directors and key employees (with annual salaries $50K) asking them if they are related to any individuals or entities (through family or business relationships) and to explain any relationships. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Provost Office of the University of Pennsylvania reviews and approves salary increases as recommended by the Press based on job performance as documented in written assessments. In the Director's case, salary decisions are made by the Provost. If the Provost's office becomes aware of inequalities at the Press, the differences are resolved. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Provost Office of the University of Pennsylvania reviews and approves salary increases as recommended by the Press based on job performance as documented in written assessments. If the Provost's office becomes aware of inequalities at the Press, the differences are resolved. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available at the Organization's office and/or by written request. |
| Form 990, Part IX, Line 24e: Other Expenses | Bad Debt Expense: Column (A) - Total = $1069; Column (B) - Program Services = $0; Column (C) - Management & General = $1069; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Bank Charges: Column (A) - Total = $28012; Column (B) - Program Services = $0; Column (C) - Management & General = $28012; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Board Expenses: Column (A) - Total = $109; Column (B) - Program Services = $0; Column (C) - Management & General = $109; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Commissions: Column (A) - Total = $58152; Column (B) - Program Services = $58152; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Computer Expenses: Column (A) - Total = $52644; Column (B) - Program Services = $0; Column (C) - Management & General = $52644; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Copyright: Column (A) - Total = $2500; Column (B) - Program Services = $2500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Design: Column (A) - Total = $1489; Column (B) - Program Services = $1489; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Editing: Column (A) - Total = $195661; Column (B) - Program Services = $195661; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Equip. rental and maintenance: Column (A) - Total = $19881; Column (B) - Program Services = $0; Column (C) - Management & General = $19881; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Furniture: Column (A) - Total = $1390; Column (B) - Program Services = $0; Column (C) - Management & General = $1390; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Gratis Copies: Column (A) - Total = $69430; Column (B) - Program Services = $69430; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Membership Dues: Column (A) - Total = $12481; Column (B) - Program Services = $0; Column (C) - Management & General = $12481; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Miscellaneous: Column (A) - Total = $6304; Column (B) - Program Services = $1104; Column (C) - Management & General = $5200; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Outside Services: Column (A) - Total = $11150; Column (B) - Program Services = $11150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Postage and Shipping: Column (A) - Total = $23515; Column (B) - Program Services = $0; Column (C) - Management & General = $23515; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Printing and Publications: Column (A) - Total = $884; Column (B) - Program Services = $0; Column (C) - Management & General = $884; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Relocation: Column (A) - Total = $557; Column (B) - Program Services = $0; Column (C) - Management & General = $557; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Royalties and Commissions: Column (A) - Total = $150216; Column (B) - Program Services = $150216; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Software Upgrades: Column (A) - Total = $1879; Column (B) - Program Services = $0; Column (C) - Management & General = $1879; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Storage: Column (A) - Total = $16565; Column (B) - Program Services = $16020; Column (C) - Management & General = $545; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Telephone: Column (A) - Total = $10661; Column (B) - Program Services = $0; Column (C) - Management & General = $10661; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | UMIS/DCCS: Column (A) - Total = $22051; Column (B) - Program Services = $0; Column (C) - Management & General = $22051; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Website: Column (A) - Total = $45813; Column (B) - Program Services = $45813; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Work Study: Column (A) - Total = $14180; Column (B) - Program Services = $0; Column (C) - Management & General = $14180; Column (D) - Fundraising = $0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNA | |||||||||||
| 3451 WALNUT STREET STE 329 | PHILADELPHIA | PA | 19104 | 231352685 | INSTITUTE OF HIGHER LEARNING | PA | 501(C)(3) | 2 | N/A | false | |
| ABRAMSON INSTITUTE | |||||||||||
| 1086 PENLLYN BLUE BELL PIKE | BLUE BELL | PA | 19422 | 232929823 | MED RESEARCH | PA | 501(C)(3) | 4 | N/A | false | |
| CLINICAL CARE ASSOCIATES OF UPHS | |||||||||||
| 250 KING OF PRUSSIA ROAD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(C)(3) | 9 | false | TRUSTEEs | |
| UNIVERSITY CLUB AT PENN INC | |||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 191043896 | 236299508 | FACULTY CLUB | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| FRANKLIN SPECIALTY PHYSICIANS | |||||||||||
| 3451 WALNUT STREET STE 305 | PHILADELPHIA | PA | 19104 | 232992715 | SUPPORT ORG | PA | 501(C)(3) | 11, B | false | PA HOSPITAL | |
| HALL MERCER HOSPITAL | |||||||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | 236002383 | SUPPORT ORG | PA | 501(C)(3) | 11, A | N/A | false | |
| OAP INC | |||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| PENN CENTER FOR REHAB AND CARE | |||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(C)(3) | 3 | false | PMC | |
| PENN CLUB OF NEW YORK INC | |||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(C)(7) | N/A | N/A | false | |
| PENN PRAXIS INC | |||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 742974931 | SUPPORT ORG | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| PENNSYLVANIA HOSPITAL OF UPHS | |||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | false | TRUSTEES | |
| PGH DEVELOPMENT CORP | |||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(C)(3) | 11, A | N/A | false | |
| PHOENIXVILLE HOSPITAL OF UPHS | |||||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(C)(3) | 11, B | false | TRUSTEES | |
| PRESBYTERIAN ANESTHESIOLOGY FOUNDATION | |||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232561573 | SUPPORT ORG | PA | 501(C)(3) | 11, B | false | PMC | |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | |||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(C)(3) | 3 | false | TRUSTEES | |
| PRESBYTERIAN MULTI-SPECIALTY GROUP | |||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232723154 | HEALTHCARE | PA | 501(C)(3) | 3 | false | PMC | |
| PRESBYTERIAN PERSONAL CARE RESIDENCE | |||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232294713 | HEALTHCARE | PA | 501(C)(3) | 3 | false | PMC | |
| SS HUEBNER FOUNDATION FOR INSURANCE EDUC | |||||||||||
| 3000 STEINBERG HALL | PHILADELPHIA | PA | 19104 | 236297325 | EDU SUPPORT | PA | 501(C)(3) | 11, A | N/A | false | |
| UNIVERSITY CITY ASSOCIATES INC | |||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| UPENN RETIREE BENEFITS TRUST | |||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| WISSAHICKON HOSPICE OF UPHS | |||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(C)(3) | 9 | false | TRUSTEES | |
| WOMENS AND CHILDRENS HEALTH SERVICES | |||||||||||
| 700 SPRUCE STREET STE 200 | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(C)(3) | 3 | false | PA HOSPITAL | |
| THE ASC TRUST OF THE UNIV OF PA | |||||||||||
| 1500 MARKET STREET STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | SUPPORT ORG | PA | 501(C)(3) | 11, D | N/A | false | |
| UPENN INTERNATIONAL | |||||||||||
| 3451 WALNUT STREET STE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| SAY YES TO EDUCATION FOUNDATION | |||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 222883885 | EDU SUPPORT | PA | 501(C)(3) | 11, C | false | Trustees | |
| THE CHESTER COUNTY HOSPITAL | |||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HOSPITAL | PA | 501(C)(3) | 7 | false | CCH&HS | |
| NEIGHBORHOOD HEALTH AGENCIES INC | |||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(7) | 11, A | false | CCH&HS | |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | |||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | false | CCH&HS | |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | |||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SERVICES | PA | 501(C)(3) | 9 | false | CCH&HS | |
| CHESTER COUNTY HOSPITAL AND HEALTH SYSTE | |||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SERVICES | PA | 501(C)(3) | 11, A | false | TRUSTEES | |
| UPENN MASTER RETIREMENT TRUST | |||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19106 | 043574136 | RETIREMENT TRUST | PA | 501(A) | N/A | false | TRUSTEES | |
| CARL V S PATTERSON 19 UNIV OF PA | |||||||||||
| C/O PNC BANK 620 LIBERTY AVE | PITTSBURGH | PA | 15222 | 236415355 | SUPPORT TRUST | PA | 4947(A) (1) | N/A | false | NA | |
| MORRIS ESTATE LYDIA T DECD TW | |||||||||||
| 1525 WWT HARRIS BLVD | CHARLOTTE | NC | 28262 | 236210940 | SUPPORT TRUST | NC | 501(C)(3) | 11, C | false | NA | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Predominant Income TypePredominantIncomeTypeTxt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIGHBORHOOD PRESERVATION & DEVELOPMENT | |||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | UCA | false | false | ||||||
| DVG 1740 FUND LP | |||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | TRUSTEES | false | false | Excluded from tax | |||||
| GALLOPAVO LP | |||||||||||||||
| 2000 MCKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 464621967 | INVESTMENT | TX | TRUSTEES | false | false | Excluded from tax | |||||
| FERN HILL PARTNERSHIP III LP | |||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | RENTAL | PA | THHS | false | false | |||||||
| FERN HILL LLC | |||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | 233005147 | RENTAL | PA | THHS | false | false | ||||||
| OAKLANDS WAY MEDICAL BLDG | |||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | RENTAL | PA | THHS | false | false | |||||||
| SISU Cap Priv Equity Fund B | |||||||||||||||
| Investment | Trustees | false | false | Excluded from tax | 1 Red Place | London | UK | W1K 6Pl | UK | ||||||
| SISU Cap Priv Equity Fund E | |||||||||||||||
| Investment | Trustees | false | false | Excluded from tax | 1 Red Place | London | UK | W1K 6Pl | UK | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINICAL HEALTH CARE ASSOC | ||||||||||||||||
| 250 KING OF PRUSSIA ROAD 4TH FLOOR | RADNOR | PA | 190875220 | 232865181 | PHYS MGMT | PA | CCA | CORP. | false | |||||||
| DELANCY CORPORATION | ||||||||||||||||
| 510 WALNUT STREET SUITE 420 | PHILADELPHIA | PA | 19106 | 232060159 | RENTAL | PA | PA HOSPITAL | CORP. | false | |||||||
| FRANKLIN CASUALTY INSURANCE CO | ||||||||||||||||
| PO BOX 350 | BURLINGTON | VT | 054020530 | 043378984 | INSURANCE | VT | TRUSTEES | CORP. | false | |||||||
| PENN TOWER HOTEL INC | ||||||||||||||||
| 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 232812573 | HOTEL/RESTAURANT | PA | TRUSTEES | CORP. | false | |||||||
| PRESBYTERIAN MEDICAL SERVICES | ||||||||||||||||
| 39TH AND MARKET STREET | PHILADELPHIA | PA | 19104 | 232307991 | HEALTHCARE | PA | PMC | CORP. | false | |||||||
| QUAKER INSURANCE COMPANY LTD | ||||||||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 300708282 | SELF-INSURANCE | TRUSTEES | CORP. | false | ||||||||
| CHARITABLE REMAINDER TRUST 67 | ||||||||||||||||
| 3401 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PA | RMDR TRUST | false | N/A | ||||||||
| TURKS HEAD HEALTH SERVICES | ||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | MEDICAL SERVICES | PA | CCH&HS | CORPORATION | false | |||||||
| PROFESSIONAL PROVIDERS INC | ||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233076589 | PHYSICIAN SERVICES | PA | CCH&HS | CORPORATION | false | |||||||
| CHESTER COUNTY OBGYN ASSOCIATES INC | ||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300073633 | OB/GYN SERVICES | PA | CCH&HS | CORPORATION | false | |||||||
| Penn Wharton Consulting Beijing Co Ltd | ||||||||||||||||
| Education | UPENN INTL | WOFE | false | China World Tower 1 14F 10004 | Beijing | Chaoyang District | CH | CH | ||||||||
| Naya 1740 Fund Ltd | ||||||||||||||||
| INVESTMENTS | trustees | Foreign Corp | false | PO Box 309 Ugland House | George Town | CJ | CJ | KY1-1104 | ||||||||
| Pine River 1740 Fund Ltd | ||||||||||||||||
| 981110661 | INVESTMENTS | Trustees | Foreign Corp | false | PO Box 309 Ugland House | George Town | CJ | CJ | KY1-1104 | |||||||
| Pine River 1740 Tactical Fund LTD | ||||||||||||||||
| 981110518 | Investments | Trustees | Foreign Corp | false | PO Box 309 Ugland House | George Town | CJ | CJ | KY1-1104 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |