WEST CHESTER UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WEST CHESTER UNIVERSITY FOUNDATION (EIN 23-3054174)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-20
- IRS object ID
- 201420799349300032
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-20T15:44:54-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 200 221 W PHILADELPHIA STREET | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174012993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233054174 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST CHESTER UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 6104362868 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 541 | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19381 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA JOHN | Name |
| Title | CFO | Title |
| Phone | 6104362868 | Phone |
| Date Signed | 2014-03-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 7178467000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD T PRZYWARA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 541 | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19381 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6774601 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WCUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INTERESTS OF WEST CHESTER UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 100 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3479522 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4224013 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1721890 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2024997 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 163037 | InvestmentIncomePriorYear |
| Investment Income Current Year | 212604 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2069471 | OtherRevenuePriorYear |
| Other Revenue Current Year | 33969 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7433920 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6495583 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1807554 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1920699 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1945211 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2150815 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1635262 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1451811 | OtherExpensePriorYear |
| Other Expenses Current Year | 1849881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5204576 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5921395 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2229344 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 574188 | RevenuesLessExpensesCY |
| Total Assets BOY | 16853184 | TotalAssetsBOY |
| Total Assets EOY | 19851090 | TotalAssetsEOY |
| Total Liabilities BOY | 2849069 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2929848 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14004115 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16921242 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION WAS FORMED TO PROMOTE THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INTERESTS OF WEST CHESTER UNIVERSITY. THE FOUNDATION ACHIEVES THIS BY SOLICITING FUNDS AND OTHER PROPERTY IN ACCORDANCE WITH POLICIES ESTABLISHED BY THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3374009 | Expense |
| Grants | 1920699 | Grants |
| Revenue | 2024997 | Revenue |
| Description | THE FOUNDATION PROVIDED THE FOLLOWING SUPPORT TO WEST CHESTER UNIVERSITY OF PENNSYLVANIA DURING FISCAL YEAR JUNE 30, 2013:1) THE WEST CHESTER UNIVERSITY FOUNDATION PROVIDED $1,354,084 OF SUPPORT FOR VARIOUS ACADEMIC AND CULTURAL PROGRAMS, JOINT UNDERGRADUATE STUDENT AND FACULTY RESEARCH, STUDENT AND FACULTY CONFERENCE ATTENDANCE, STUDENT PARTICIPATION IN NATIONAL TOURNAMENTS, PROFESSIONAL DEVELOPMENT, ENDOWMENT GROWTH, AND OTHER STUDENT SERVICES AT WEST CHESTER UNIVERSITY.2) THE WEST CHESTER UNIVERSITY FOUNDATION PROVIDED $420,582 OF SCHOLARSHIPS TO STUDENTS, SOME OF WHOM COULD NOT EXPERIENCE THE OPPORTUNITIES AND BENEFITS OF THE QUALITY OF EDUCATION FOR WHICH WEST CHESTER UNIVERSITY IS WELL-KNOWN. | Description |
| Total Program Service Expense | 3374009 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 100 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA JOHN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6104362534 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARTER DRIVE | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19382 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES SHINEHOUSE | ||||||||
| PRESIDENT | 0.10 | 0.10 | X | X | 0 | 0 | 0 | |
| JOHN N NICKOLAS | ||||||||
| VICE PRESIDENT | 0.10 | 0.10 | X | X | 0 | 0 | 0 | |
| SANDRA F MATHER | ||||||||
| SECRETARY | 0.10 | 0.10 | X | X | 0 | 0 | 0 | |
| MAY VAN | ||||||||
| TREASURER | 0.10 | 0.10 | X | X | 0 | 0 | 0 | |
| KEITH BEALE | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| MILLIE C CASSIDY | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| KATE CIPRIANO | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| CHRISTOPHER DIGIUSEPPE | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| JANE B FONTAINE | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| CHRISTOPHER FRANKLIN | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| CHERYL FULGINITI | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DAVID GANSKY | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| CARL GERSBACH | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR JOHN A GONTARZ | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR MAURY HOBERMAN | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR DAVID P HOLVECK | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR DONALD E LEISEY | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| EMILY JANE LEMOLE | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DONALD R MCILVAIN | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| THOMAS MILLS IV | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR H VISCOUNT NELSON | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| JOHN PANICHELLO | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| PAULA SHAFFNER | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| JOHN STODDART | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| SAMUEL THOMPSON JR | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| BRIGADIER GENERAL GEORGE WALLS JR | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| DR JUDITH FINKEL RESIGNED | ||||||||
| TRUSTEE | 0.10 | 0.10 | X | 0 | 0 | 0 | ||
| TERESA JOHN | ||||||||
| CFO/ASSISTANT TREASURER | 20.00 | 20.00 | X | 97497 | 0 | 31626 | ||
| RICHARD T PRZYWARA | ||||||||
| EXECUTIVE DIRECTOR | 4.00 | 36.00 | X | 154257 | 0 | 28221 | ||
| MEREDITH SOSSMAN | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | 109717 | 0 | 23986 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 361471 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 83833 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARAMARK | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 MARKET ST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FOOD SERVICES | DescriptionOfServices |
| Compensation | 123204 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 120729 | FundraisingEvents |
| Government Grants | 245814 | GovernmentGrants |
| All Other Contributions | 3857470 | AllOtherContributions |
| Noncash Contributions | 254129 | NoncashContributions |
| Total Contributions | 4224013 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT REVENUE | 611710 | 1594863 | 1594863 |
| ADVANCEMENT ASSOCIATE | 611710 | 285510 | 285510 |
| EVENTS & CONFERENCES | 611710 | 136683 | 136683 |
| OTHER GRANT REVENUE | 611710 | 7941 | 7941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2024997 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 172807 | TotalRevenueColumn |
| Exclusion | $172,807 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34545 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11900 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22645 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22645 | TotalRevenueColumn |
| Exclusion | $22,645 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 167382 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 127585 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39797 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39797 | TotalRevenueColumn |
| Exclusion | $39,797 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 112559 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 120729 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 130915 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18356 | TotalRevenueColumn |
| Exclusion | -$18,356 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 26038 | GrossIncomeGaming |
| Gaming Direct Expenses | 8618 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17420 | TotalRevenueColumn |
| Exclusion | $17,420 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| RECOVERY OF BAD DEBTS | 900099 | 11997 | $11,997 |
| OTHER REVENUE | 900099 | 263 | $263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12260 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6495583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2024997 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $246,573 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1470942 | Total |
| Program Services | 1470942 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437257 | Total |
| Program Services | 437257 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12500 | Total |
| Program Services | 12500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82626 | Total |
| Management And General | 73392 | ManagementAndGeneral |
| Fundraising | 9234 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1515358 | Total |
| Program Services | 441696 | ProgramServices |
| Management And General | 118430 | ManagementAndGeneral |
| Fundraising | 955232 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136637 | Total |
| Program Services | 56395 | ProgramServices |
| Management And General | 11002 | ManagementAndGeneral |
| Fundraising | 69240 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251888 | Total |
| Program Services | 125071 | ProgramServices |
| Management And General | 14859 | ManagementAndGeneral |
| Fundraising | 111958 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164306 | Total |
| Program Services | 59179 | ProgramServices |
| Management And General | 15670 | ManagementAndGeneral |
| Fundraising | 89457 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29053 | Total |
| Management And General | 29053 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26574 | Total |
| Management And General | 26574 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8082 | Total |
| Management And General | 8082 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31430 | Total |
| Program Services | 31430 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416942 | Total |
| Program Services | 226669 | ProgramServices |
| Management And General | 42787 | ManagementAndGeneral |
| Fundraising | 147486 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39723 | Total |
| Program Services | 30616 | ProgramServices |
| Management And General | 1775 | ManagementAndGeneral |
| Fundraising | 7332 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204229 | Total |
| Program Services | 72966 | ProgramServices |
| Management And General | 64475 | ManagementAndGeneral |
| Fundraising | 66788 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74989 | Total |
| Program Services | 3015 | ProgramServices |
| Management And General | 40216 | ManagementAndGeneral |
| Fundraising | 31758 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76121 | Total |
| Program Services | 11633 | ProgramServices |
| Management And General | 59802 | ManagementAndGeneral |
| Fundraising | 4686 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166525 | Total |
| Program Services | 120697 | ProgramServices |
| Management And General | 2680 | ManagementAndGeneral |
| Fundraising | 43148 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96117 | Total |
| Management And General | 96117 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255114 | Total |
| Management And General | 255114 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26342 | Total |
| Program Services | 2938 | ProgramServices |
| Management And General | 23404 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEALS AND ENTERTAINMENT | 316697 | 239392 | 14801 | 62504 |
| PRIZES AND AWARDS | 20512 | 15794 | 690 | 4028 |
| FLOWERS AND GIFTS | 19899 | 8565 | 3573 | 7761 |
| DUES & SUBSCRIPTIONS | 17528 | 1796 | 1367 | 14365 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24004 | Total |
| Program Services | 5458 | ProgramServices |
| Management And General | 8261 | ManagementAndGeneral |
| Fundraising | 10285 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5921395 | Total |
| Program Services | 3374009 | ProgramServices |
| Management And General | 912124 | ManagementAndGeneral |
| Fundraising | 1635262 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328 | BOY |
| EOY | 70193 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3343742 | BOY |
| EOY | 4116181 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1704981 | BOY |
| EOY | 1477048 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23848 | BOY |
| EOY | 35114 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3242 | BOY |
| EOY | 1820 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3537 | BOY |
| EOY | 8217 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5810884 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 476923 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5580706 | BOY |
| EOY | 5333961 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4999952 | BOY |
| EOY | 7151959 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1192848 | BOY |
| EOY | 1656597 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16853184 | BOY |
| EOY | 19851090 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 449069 | BOY |
| EOY | 527636 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400000 | BOY |
| EOY | 2400000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2212 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849069 | BOY |
| EOY | 2929848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4622162 | BOY |
| EOY | 5859661 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4441318 | BOY |
| EOY | 4310877 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4940635 | BOY |
| EOY | 6750704 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14004115 | BOY |
| EOY | 16921242 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16853184 | BOY |
| EOY | 19851090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 574188 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 350332 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1992607 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3142593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3385344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2828737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3479522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4224013 | CurrentTaxYear |
| Total | 17060209 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3142593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3385344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2828737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3479522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4224013 | CurrentTaxYear |
| Total | 17060209 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 17060209 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52281 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 186096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 228970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 192402 | CurrentTaxYear |
| Total | 672432 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 22648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27210 | CurrentTaxYear |
| Total | 2049858 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19782499 | TotalSupport |
| Gross Receipts From Admissions Etc | 7307520 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86240 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2010 AMOUNT: $ 22,648. LEASE TERMINATION FEE - 2011 AMOUNT: $ 2,000,000. PARKING LOT LEASE - 2012 AMOUNT: $ 14,950. OTHER REVENUE - 2012 AMOUNT: $ 263. RECOVERY OF BAD DEBTS - 2012 AMOUNT: $ 11,997. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $8,082 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 8082 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | WEST CHESTER UNIVERSITY FOUNDATION REIMBURSED THE PENNSYLVANIA FOUNDATIONS ASSOCIATION FOR SERVICES RENDERED FOR REPRESENTATION ON IMPORTANT LEGISLATIVE ISSUES INCLUDING "THE RIGHT TO KNOW LAW" AND THE MODERNIZATION ACT. PENNSYLVANIA FOUNDATIONS ASSOCIATION ENGAGED THE SERVICES OF GMEREK GOVERNMENT RELATIONS, INC TO PROVIDE THESE SERVICES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 57383 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 24750 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 746054 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4999952 | BeginningOfYearBalance |
| Contributions | 1810069 | Contributions |
| Investment Earnings Or Losses | 490800 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 149531 | GrantsOrScholarships |
| End Of Year Balance | 7151290 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4673558 | BeginningOfYearBalance |
| Contributions | 534130 | Contributions |
| Investment Earnings Or Losses | -79498 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 127004 | GrantsOrScholarships |
| Other Expenditures | 1234 | OtherExpenditures |
| End Of Year Balance | 4999952 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3641009 | BeginningOfYearBalance |
| Contributions | 620010 | Contributions |
| Investment Earnings Or Losses | 533730 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 121191 | GrantsOrScholarships |
| End Of Year Balance | 4673558 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2348891 | BeginningOfYearBalance |
| Contributions | 1073438 | Contributions |
| Investment Earnings Or Losses | 308614 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 89934 | GrantsOrScholarships |
| End Of Year Balance | 3641009 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2532163 | BeginningOfYearBalance |
| Contributions | 256061 | Contributions |
| Investment Earnings Or Losses | -362043 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 77290 | GrantsOrScholarships |
| End Of Year Balance | 2348891 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 545650 | OtherCostOrOtherBasis |
| Book Value | 545650 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4822361 | OtherCostOrOtherBasis |
| Depreciation | 290438 | Depreciation |
| Book Value | 4531923 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20628 | OtherCostOrOtherBasis |
| Depreciation | 1725 | Depreciation |
| Book Value | 18903 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 422245 | OtherCostOrOtherBasis |
| Depreciation | 184760 | Depreciation |
| Book Value | 237485 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5333961 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SPLIT-INTEREST AGREEMENTS | 1015093 |
| DUE FROM WEST CHESTER UNIVERSITY | 126504 |
| OTHER ASSETS | 150238 |
| DUE FROM AFFILIATE | 353650 |
| CASH SURRENDER VALUE-LIFE INSURANCE CONTRACTS | 11112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1656597 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| Amount | $2,212 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2212 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9166854 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 350332 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 197514 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1992607 | OtherRevenues |
| Revenue Not Rptd F990 | 2540453 | RevenueNotRptdF990 |
| Revenue Subtotal | 6626401 | RevenueSubtotal |
| Other Revenues Not Included | -130818 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -130818 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6495583 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6249727 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 197514 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 130818 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 328332 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5921395 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5921395 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE LARGE MAJORITY OF THE ENDOWMENT FUNDS ARE TO PROVIDE SCHOLARSHIPS TO WEST CHESTER UNIVERSITY STUDENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS EVALUATED SUBSTANTIVE TAX POSITIONS TAKEN BY THE FOUNDATION AS OF JUNE 30, 2013 AND 2012. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE-LIKELY-THAN-NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A LIKELIHOOD OF BEING REALIZED ON EXAMINATION OF MORE THAN 50 PERCENT. FOR TAX POSITIONS NOT MEETING THE "MORE-LIKELY-THAN-NOT" TEST, NO TAX BENEFIT IS RECORDED. UNDER THE "MORE-LIKELY-THAN-NOT" THRESHOLD GUIDELINES, THE MANAGEMENT BELIEVES NO SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST, EITHER INDIVIDUALLY OR IN THE AGGREGATE, THAT WOULD GIVE RISE TO THE NON-RECOGNITION OF AN EXISTING TAX BENEFIT. AS OF JUNE 30, 2013 AND 2012, THE FOUNDATION HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,607. TRANSFER FROM UNIVERSITY STUDENT HOUSING, LLC 1,990,000. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -130,915. RENTAL EXPENSE -11,900. RECOVERY OF BAD DEBTS 11,997. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 130,915. RENTAL EXPENSE 11,900. RECOVERY OF BAD DEBTS -11,997. | |
| SCHEDULE D, PARTS XI, XII AND XIII: THE ORGANIZATION DID NOT PARTICIPATE IN SEPARATE, STAND-ALONE AUDITED FINANCIAL STATEMENTS. CONSOLIDATING SCHEDULES ARE LOCATED IN THE BACK OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. SCHEDULE D PARTS XI, XII, AND XIII, ALTHOUGH NOT REQUIRED, HAVE BEEN PREPARED TO RECONCILE THESE CONSOLIDATING SCHEDULES TO THE FINANCIAL INFORMATION ON THIS FORM 990. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS | TypeOfActivitiesConducted |
| Specific Services Provided | PROGRAM SERVICE - EDUCATION | SpecificServicesProvided |
| Total Expenditures | 12500 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 12500 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 12500 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Purpose Of Grant | TO SUPPORT MUSICAL EDUCATION | PurposeOfGrant |
| Amount Of Cash Grant | 7500 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | HONORARIUM FOR CELLO PERFORMANCE | TypeOfAssistance |
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 5000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: FUNDS ARE PROVIDED FOR MUSICAL PERFORMANCES. NO ADDITIONAL MONITORING IS DONE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENTIAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 153378 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90398 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62980 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 29700 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13024 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 34537 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOOTBALL QB CLASSIC GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 23598 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 7440 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16158 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5445 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7159 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1825 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 56312 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22891 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 33421 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 17867 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 12200 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 4292 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 233288 | GrossReceiptsTotal |
| Charitable Contributions Total | 120729 | CharitableContributionsTotal |
| Gross Revenue Total Events | 112559 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 53012 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 32383 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 40654 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 129049 | DirectExpenseSummaryEvents |
| Net Income Summary | -16490 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 26038 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 6835 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 1783 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 26038 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 6835 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 1783 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 8618 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 17420 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | TERESA JOHN CO WEST CHESTER UNIVER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 541 | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19381 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | VARIES BASED ON THE UNIVERSITY DEPT | GamingManagerNamePerson |
| Gaming Manager Services Provided | SEE PART IV - SUPPLEMENTAL INFORMATION | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE G, PART III, LINE 16, DESCRIPTION OF SERVICES PROVIDED: | ReturnReference |
| Explanation | PERSONS IN CHARGE OF GAMING OPERATIONS ARE EMPLOYEES OF WEST CHESTER UNIVERSITY AND WCU FOUNDATION. DUTIES INCLUDE DESIGNING AND ORDERING RAFFLE TICKETS; RECORDING DISTRIBUTION OF RAFFLE TICKETS; SUBSEQUENT COLLECTION OF REMAINING TICKETS AND CASH; COUNTING AND RECONCILING CASH; AND AWARDING PRIZES. TIME SPENT IN GAMING ACTIVITIES AS A PERCENTAGE OF TOTAL TIME IS VERY MINIMAL. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEST CHESTER UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 700 SOUTH HIGH STREET | WEST CHESTER | PA | 19383 | 232417773 | 170(C)(1) | 1349582 | 4502 | FMV AND APPRAISALS | DONATIONS TO BE USED IN THE OPERATIONS OF THE UNIVERSITY | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF WEST CHESTER UNIVERSITY | |
| SOUTHEASTERN PENNSYLVANIA AUTISM RESOURCE CENTER | |||||||||||
| 1160 MCDERMOTT DRIVE 214 | WEST CHESTER | PA | 19383 | 134364308 | 501(C)(3) | 8970 | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF SOUTHEASTERN PENNSYLVANIA AUTISM RESOURCE CENTER. | ||||
| WEST CHESTER UNIVERSITY STUDENT SERVICES INC | |||||||||||
| WEST CHESTER UNIVERSITY SYKES UNION | WEST CHESTER | PA | 19383 | 232490021 | 501(C)(3) | 55708 | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF STUDENT SERVICES, INC. | BLDG | |||
| WEST CHESTER UNIVERSITY ALUMNI ASSOCIATION | |||||||||||
| 86 SOUTH CHURCH STREET | WEST CHESTER | PA | 19383 | 231287817 | 501(C)(3) | 14442 | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF WEST CHESTER UNIVERSITY ALUMNI ASSOCIATION. | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIP FOR STUDENTS OF WEST CHESTER UNIVERSITY. | 500 | 420582 |
| HONORARIUMS TO SPEAKERS AND VISITING ARTISTS AT WEST CHESTER UNIVERSITY. | 15 | 16675 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: GRANTS AND OTHER ASSISTANCE INCLUDE AWARDS, PRIZES, STIPENDS, SCHOLARSHIPS, AND SIMILAR PAYMENTS AND DISTRIBUTIONS THAT THE FOUNDATION MAKES TO WEST CHESTER UNIVERSITY, ITS AFFILIATES, AND ITS STUDENTS. WRITTEN GUIDELINES FOR EACH RESTRICTED FUND DEFINE THE DONOR-RESTRICTED PURPOSE AND PARAMETERS OF THE FUND. DISBURSEMENTS FROM THESE FUNDS REQUIRE THE RECIPIENT TO SUBMIT VERIFIABLE AND INDEPENDENT DOCUMENTATION THAT MEETS THE GUIDELINE CRITERIA. THE SUBMISSION IS VERIFIED BY FOUNDATION STAFF FOR COMPLIANCE TO THE GUIDELINES PRIOR TO DISBURSEMENT TO THE RECIPIENT. |
| SCH I, PART II | GRANTS TO OTHER ORGANIZATIONS | WEST CHESTER UNIVERSITY FOUNDATION DISTRIBUTES DONOR-RESTRICTED FUNDS TO WEST CHESTER UNIVERSITY TO USE FOR CAPITAL PROJECTS. THE FOUNDATION ALSO DISTRIBUTES DONOR RESTRICTED FUNDS TO DESIGNATED AFFLILIATED ENTITIES OF WEST CHESTER UNIVERSITY. ALL ENTITIES THAT RECEIVE FUNDS FROM WEST CHESTER UNIVERSITY FOUNDATION HAVE INTERNAL CONTROLS TO ENSURE MONIES ARE PROPERLY ALLOCATED AND USED. ON OCCASION WEST CHESTER UNIVERSITY FOUNDATION PROVIDES SMALL GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. THE FOUNDATION MAKES EVERY EFFORT TO OBTAIN INDEPENDENT VERIFICATION THAT THE FUNDS WERE USED IN COMPLIANCE WITH THE FOUNDATION'S EXPECTATIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD T PRZYWARA | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 147257 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 7000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14331 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13890 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 182478 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | IdentifierIdentifier | ExplanationExplanation |
|---|---|---|
| PART I, LINE 7 | ||
| PART III | SUPPLEMENTAL INFORMATION | THE EXECUTIVE DIRECTOR'S BONUS WAS AN INCENTIVE PAYMENT TO ENCOURAGE LONGETIVITY OF SERVICE. THE BONUS IS CONTRACTUAL AND NO PORTION OF IT IS DISCRETIONARY. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5795 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 222581 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARDS AND TICKETS | 25 | 3342 | PURCHASE PRICE |
| X | AUCTION ITEMS | 74 | 13211 | COMPARABLE ITEMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS, COLUMN B, IS REPRESENTATIVE OF ACTUAL CONTRIBUTORS FOR LINE 9 AND THE NUMBER OF ITEMS CONTRIBUTED FOR ALL OTHER LINES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE WCU FOUNDATION, THE PRESIDENT OF WEST CHESTER UNIVERSITY (WCU), THE VICE PRESIDENT FOR ADVANCEMENT & SPONSORED RESEARCH, THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE, AND THE EXECUTIVE DIRECTOR OF WCU FOUNDATION. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT FOR THE BOARD BETWEEN ITS REGULAR MEETINGS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION A, LINE 2 | AS PART OF THE ANNUAL CONFLICT OF INTEREST DISCLOSURE, TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE ANY FAMILY OR BUSINESS RELATIONSHIPS. THE FOLLOWING RELATIONSHIPS WERE DISCLOSED: FAMILY RELATIONSHIP BETWEEN DR. H. VISCOUNT NELSON, BRIGADIER GENERAL GEORGE H. WALLS, JR., AND MR. SAMUEL C. THOMPSON, JR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF FINANCIAL OFFICER REVIEWS THE 990 DRAFT IN DETAIL AND RECONCILES TO THE AUDITED FINANCIAL STATEMENTS AND APPROPRIATE LEGAL AND OTHER DOCUMENTS. CHANGES ARE SENT TO THE TAX PREPARER. ONCE ALL CHANGES HAVE BEEN MADE AND APPROVED BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PROVIDED TO EACH TRUSTEE FOR THEIR REVIEW AND COMMENTS IN ADVANCE OF FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES SHALL MAKE PROMPT AND FULL DISCLOSURE TO THE BOARD OF A PROSPECTIVE SITUATION THAT MAY INVOLVE A CONFLICT OF INTEREST AS SOON AS THAT CONFLICT IS KNOWN. THIS DISCLOSURE SHOULD BE MADE A MATTER OF THE RECORD, EITHER THROUGH THE ANNUAL DISCLOSURE PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. IF A CONFLICT OF INTEREST SHOULD ARISE, THE EXECUTIVE DIRECTOR AND THE BOARD MEMBER SHOULD PROMPTLY RESOLVE THE MATTER AND THE RESOLUTION SHOULD BE RECORDED IN THE MINUTES OF THE BOARD. TRUSTEES WITH CONFLICTS SHALL REMOVE THEMSELVES FROM NEGOTIATIONS, DECISIONS, DELIBERATIONS, OR VOTES INVOLVING THE CONFLICT. THIS SHALL NOT BE CONSTRUED AS PREVENTING THE TRUSTEE FROM STATING HIS POSITION IN THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS FROM THE BOARD WHEN HIS/HER KNOWLEDGE MAY BE OF ASSISTANCE. ANNUALLY, CONFLICT OF INTEREST DISCLOSURES ARE COMPLETED BY EACH TRUSTEE AND OFFICER DISCLOSING ANY CIRCUMSTANCES THAT MIGHT DISSUADE THEM FROM ACTING IN THE BEST INTEREST OF THE ORGANIZATION. ANNUAL DISCLOSURE STATEMENTS ARE FORWARDED TO THE EXECUTIVE DIRECTOR WHO DETERMINES WHETHER A CONFLICT OF INTEREST MAY EXIST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED IN ADVANCE BY THE BOARD OF TRUSTEES' NOMINATING AND HUMAN RESOURCE COMMITTEE. PRIOR TO MAKING THE DETERMINATION THE COMMITTEE OBTAINS COMPENSATION DATA OF AT LEAST THREE COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICE. IN ADDITION, BOARD MEMBERS ARE INVITED TO OFFER FEEDBACK TO THE COMMITTEE ON THE PERFORMANCE-BASED GOALS ESTABLISHED FOR THE POSITION. THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DECISION CONCURRENTLY WITH MAKING THE DETERMINATION. COMPENSATION IS DEFINED IN THE EXECUTIVE DIRECTOR'S THREE-YEAR EMPLOYMENT CONTRACT. IN DECEMBER 2012, A THREE-YEAR CONTRACT WAS EXECUTED FOR THE PERIOD JULY 1, 2013 THROUGH JUNE 30, 2016. THE CHIEF FINANCIAL OFFICER'S COMPENSATION IS APPROVED IN ADVANCE BY THE BOARD OF TRUSTEES' NOMINATING AND HUMAN RESOURCE COMMITTEE. PRIOR TO MAKING THE DETERMINATION THE COMMITTEE OBTAINS COMPARABLE DATA OF AT LEAST THREE COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICE. IN ADDITION, BOARD MEMBERS ARE INVITED TO OFFER FEEDBACK TO THE COMMITTEE ON THE PERFORMANCE OF THE CHIEF FINANCIAL OFFICER. THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DECISION CONCURRENTLY WITH MAKING THE DETERMINATION. COMPENSATION IS DETERMINED ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,607. TRANSFER FROM UNIVERSITY STUDENT HOUSING, LLC 1,990,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY STUDENT HOUSING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 541 | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19381 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820571540 | EIN |
| Primary Activities | STUDENT HOUSING | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST CHESTER UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY STUDENT HOUSING LLC | ||
| S | 1990000 | COST |
| UNIVERSITY STUDENT HOUSING LLC | ||
| O | 277058 | COST |
| UNIVERSITY STUDENT HOUSING LLC | ||
| Q | 1137470 | COST |