CHATHAM UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHATHAM UNIVERSITY (EIN 25-0717890)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349304847
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T12:12:03-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | 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 | 250717890 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATHAM UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAT | NameControl |
| Phone | 4123651100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15232 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER FOWLER | Name |
| Title | VICE PRESIDENT FINANCE & ADMIN | Title |
| Phone | 4123651100 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | 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 | DR ESTHER L BARAZZONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 76072109 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHATHAM.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF UNDERGRADUATE AND GRADUATE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1366 | TotalNbrEmployees |
| Total Nbr Volunteers | 1011 | TotalNbrVolunteers |
| Total Gross UBI | 40012 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -205 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5382822 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17614973 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 48205713 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 50563248 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 730108 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1340688 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2602183 | OtherRevenuePriorYear |
| Other Revenue Current Year | -398999 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 51716460 | TotalRevenuePriorYear |
| Total Revenue Current Year | 69119910 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9626972 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9591454 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25780734 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22164040 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 28624 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1494226 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20613699 | OtherExpensePriorYear |
| Other Expenses Current Year | 23953567 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 56021405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 55737685 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4304945 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13382225 | RevenuesLessExpensesCY |
| Total Assets BOY | 165390802 | TotalAssetsBOY |
| Total Assets EOY | 185848768 | TotalAssetsEOY |
| Total Liabilities BOY | 72360287 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73954275 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 93030515 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 111894493 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHATHAM UNIVERSITY PREPARES ITS STUDENTS, BACHELORS THROUGH DOCTORAL LEVEL, ON CAMPUS AND AROUND THE WORLD, TO EXCEL IN THEIR PROFESSIONS AND TO BE ENGAGED, ENVIRONMENTALLY RESPONSIBLE, GLOBALLY CONSCIOUS, LIFE-LONG LEARNERS, AND CITIZEN LEADERS FOR DEMOCRACY. CHATHAM COLLEGE FOR WOMEN OFFERS SUPERB CAREER PREPARATION INFORMED BY THE LIBERAL ARTS. CHATHAM COLLEGE FOR GRADUATE STUDIES AND CHATHAM COLLEGE FOR CONTINUING AND PROFESSIONAL STUDIES PROVIDE WOMEN AND MEN WITH UNDERGRADUATE, GRADUATE, PROFESSIONAL, AND CONTINUING EDUCATION OF THE HIGHEST QUALITY WITH PRIMARY EMPHASIS ON PREPARATION FOR WORK AND THE PROFESSIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37861958 | Expense |
| Grants | 9591454 | Grants |
| Revenue | 45765775 | Revenue |
| Description | ACADEMIC AND INSTRUCTIONAL EDUCATION: SEE SCHEDULE OACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, CHATHAM UNIVERSITY GRANTS BACHELOR, MASTER AND DOCTORATE LEVEL DEGREES THROUGH THREE DISTINCTIVE COLLEGES, INCLUDING CHATHAM COLLEGE FOR WOMEN, ONE OF THE OLDEST WOMEN'S COLLEGES IN THE U.S. MAJORS ARE OFFERED IN PROGRAMS IN ARTS, LANDSCAPE ARCHITECTURE, INTERIOR DESIGN, ACCOUNTING, BUSINESS, INTERNATIONAL, GLOBAL, AND PUBLIC POLICY STUDIES, PHYSICIAN ASSISTANT STUDIES, NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PSYCHOLOGY, SOCIAL WORK, EDUCATION, SCIENCES, WRITING, LITERATURE, LANGUAGES, CULTURAL STUDIES, AND MANY OTHER FIELDS. THE UNIVERSITY NOW OFFERS 25 GRADUATE PROGRAMS IN VARIOUS FIELDS OF STUDY THROUGH THE COLLEGE FOR GRADUATE STUDIES AND THE COLLEGE FOR CONTINUING AND PROFESSIONAL STUDIES WHICH PROVIDES ON-LINE COURSES OF STUDY. THE UNIVERSITY'S FTE AS OF FALL 2013 WAS 2,170 STUDENTS.STUDENT AND COMMUNITY SERVICES: CHATHAM UNIVERSITY STRIVES TO DEVELOP THE WHOLE STUDENT - BOTH IN AND OUTSIDE THE CLASSROOM. STUDENT AFFAIRS PLAY AN INTEGRAL ROLE IN HELPING OUR STUDENTS ENHANCE THEIR PHYSICAL, MENTAL, SOCIAL AND PHILANTHROPIC WELL-BEING. STUDENTS HAVE A VARIETY OF OPPORTUNITIES HIGHLIGHTED IN THE ANNUAL ACTIVITIES CALENDAR FEATURING OVER 300 EVENTS AND HAPPENINGS THROUGHOUT THE YEAR. CHATHAM OFFERS A NCAA DIVISION III ATHLETIC PROGRAM FEATURING NINE VARSITY SPORTS ANCHORED OUT OF OUR IMPRESSIVE 78,000 SQUARE FOOT ATHLETIC AND FITNESS CENTER. STUDENTS LIVING ON CAMPUS ARE WELCOMED INTO A LIVING AND LEARNING ENVIRONMENT WHERE WELLNESS AND A STRONG SENSE OF COMMUNITY PREVAIL. GIVING BACK TO THE COMMUNITY IS ONE OF OUR CORE VALUES AND THE CHATHAM COMMUNITY HAS RAISED THOUSANDS OF DOLLARS ANNUALLY TO SUPPORT PHILANTHROPIC INITIATIVES WORLDWIDE. A HEALTH AND COUNSELING CENTER ASSISTS STUDENTS IN NEED AND PROVIDES AN OPPORTUNITY FOR STUDENTS TO BETTER THEMSELVES THROUGH MANY PROGRAMS AND SERVICES.LIBRARY SERVICES: THE JENNIE KING MELLON LIBRARY HAS ADDED NEW RESOURCES THAT SUPPORT THE LEARNING AND TEACHING MISSION OF CHATHAM UNIVERSITY, INCLUDING A NUMBER OF FULL-TEXT JOURNAL DATABASES. THE LIBRARY STAFF CONTINUES TO DEVOTE SIGNIFICANT AMOUNTS OF TIME TO RESEARCH CONSULTATIONS. THE ARCHIVE COLLECTION HAS BENEFITED FROM ENDOWED SUPPORT AND INCREASED STAFF HOURS TO AID IN DOCUMENTATION, ORGANIZATION, AND PRESERVATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1374135 | Expense |
| Revenue | 4797473 | Revenue |
| Description | AUXILIARY SERVICES: SEE SCHEDULE OIN MAY 2008 THE UNIVERSITY RECEIVED THE 388-ACRE EDEN HALL FARM CAMPUS AS A GIFT FROM THE EDEN HALL FOUNDATION. LOCATED NORTH OF PITTSBURGH IN RICHLAND TOWNSHIP AND APPROXIMATELY 45 MINUTES FROM CHATHAM'S HISTORIC SHADYSIDE CAMPUS, EDEN HALL FARM CAMPUS IS A LIVING LABORATORY FOR UNDERGRADUATE AND GRADUATE STUDENTS AS WELL AS FOR THE SURROUNDING COMMUNITIES.THE UNIVERSITY OWNS THE OLDEST CIVIL WAR-ERA HOME ON FIFTH AVENUE, THE HOWE-CHILDS GATE HOUSE, WHICH NOW SERVES AS A GUEST HOUSE FOR UNIVERSITY VISITORS AS WELL AS HEADQUARTERS FOR THE CAMPUS ARBORETUM. THE UNIVERSITY IS HOME TO THE OLKES COLLECTION OF AFRICAN ART, ONE OF THE MOST SIGNIFICANT COLLECTIONS OF AFRICAN TRIBAL ART IN THE TRI-STATE REGION.THE UNIVERSITY HOSTS NUMEROUS EVENTS ON CAMPUS INCLUDING: ENTREPRENEURSHIP PROGRAMS FOR WOMEN, SPONSORED BY THE CENTER FOR WOMEN'S ENTREPRENEURSHIP; NATIONAL GIRLS AND WOMEN IN SPORTS DAY; HILLMAN DISTINGUISHED LECTURE SERIES; RACHEL CARSON DAY FOR STUDENTS GRADES 6-12; READY TO BE HEARD: ADVOCACY TRAINING FOR WOMEN; WESTERN PENNSYLVANIA GARDENING AND LANDSCAPING SYMPOSIUM; WESTERN PA UNDERGRADUATE PSYCHOLOGY CONFERENCE; AND A NUMBER OF GLOBAL FOCUS EVENTS. VARIOUS PERFORMING AND VISUAL ARTS EVENTS HELD THROUGHOUT THE ACADEMIC YEAR ARE FREE AND OPEN TO THE PUBLIC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 39236093 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 2758 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1366 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER LUNDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4123651145 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| GENARA ANDRADE | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| G NICHOLAS BECKWITH III | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| BROOKS BROADHURST | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| LOUISE R BROWN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JANE BURGER | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| ALAN E CALEGARI PHD | |||||||
| TRUSTEE (EXITED 6/13) | 3.00 | X | 0 | 0 | 0 | ||
| ANNETTE CALGARO | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| MARTHA H CARSON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| TERRI P DEAN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| GAIL EMERY | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| LAURA FISHER | |||||||
| TRUSTEE (ENTERED 10/13) | 3.00 | X | 0 | 0 | 0 | ||
| FREDDIE FU MD DSC HON DPS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| STEPHEN H GREER | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| DIANE P HOLDER | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| CORDELIA SURAN JACOBS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOANNE LAIPSON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| BRENDA MARSH | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| KATHRYN MELLON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JANE G MURPHY PHD | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| HENRY J SIMONDS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| ANDREW STOCKEY | |||||||
| TRUSTEE (ENTERED 10/13) | 3.00 | X | 0 | 0 | 0 | ||
| MARY B TEMPLETON ESQ | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| BONNIE WESTBROOK VANKIRK | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| NANCY FOLLETT WAICHLER | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| MARGARET WHITFORD | |||||||
| TRUSTEE (EXITED 9/12) | 3.00 | X | 0 | 0 | 0 | ||
| JENNIFER POTTER WINTON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| S MURRAY RUST III | |||||||
| CHAIR | 3.50 | X | 0 | 0 | 0 | X | |
| SIGO FALK | |||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X | |
| KENT MCELHATTAN | |||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X | |
| W DUFF MCCRADY | |||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | |
| DR ESTHER L BARAZZONE | |||||||
| PRESIDENT | 70.00 | X | 335215 | 0 | 279391 | X | |
| WALTER B FOWLER | |||||||
| VP-FINANCE & ADMIN | 60.00 | 232414 | 0 | 41332 | X | ||
| ANTHONY GORECZNY | |||||||
| PROFESSOR/PRINCIPAL INVEST | 50.00 | 120569 | 0 | 27513 | X | ||
| DAVID HASSENZAHL | |||||||
| DEAN, SCHOOL OF SSE | 50.00 | 135540 | 0 | 31598 | X | ||
| ANN BOYD-STEWART | |||||||
| VP UNIVERSITY ADVANCEMENT | 50.00 | 177061 | 0 | 22636 | X | ||
| WILLIAM CAMPBELL | |||||||
| INTERIM VP MARKETING & ADMISSIONS | 50.00 | 134283 | 0 | 15621 | X | ||
| KAROL DEAN | |||||||
| DEAN CHATHAM COLLEGE FOR WOMEN | 50.00 | 129803 | 0 | 30773 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1264885 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 448864 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MITHUN | |||||
| PIER 56 1201 ALASKAN WAY 200 | SEATTLE | WA | 98101 | GENERAL CONTRACTOR | 3227081 |
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD SERVICE | 2186514 |
| SOTA | |||||
| 80 UNION AVENUE | PITTSBURGH | PA | 15202 | GENERAL CONTRACTOR | 1723452 |
| RED HOUSE COMMUNICATIONS | |||||
| 1908 SARAH STREET | PITTSBURGH | PA | 15203 | PUBLIC RELATIONS | 518603 |
| INSIGHT INVESTMENTS LLC | |||||
| 260 N CHARLES LINDGERG | SALT LAKE CITY | UT | 84116 | LEASING COMPANY | 423386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Government Grants | 1006546 | GovernmentGrants |
| All Other Contributions | 16608427 | AllOtherContributions |
| Noncash Contributions | 1567612 | NoncashContributions |
| Total Contributions | 17614973 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 45765775 | 45765775 |
| AUXILIARY ENTERPRISES | 900099 | 4797473 | 4797473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 50563248 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1171936 | TotalRevenueColumn |
| Unrelated Business Revenue | 28161 | UnrelatedBusinessRevenue |
| Exclusion | $1,143,775 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3187044 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3586043 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -398999 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -398999 | TotalRevenueColumn |
| Unrelated Business Revenue | 11851 | UnrelatedBusinessRevenue |
| Exclusion | -$410,850 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3534908 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3366156 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 168752 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168752 | TotalRevenueColumn |
| Exclusion | $168,752 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69119910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50563248 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 40012 | UnrelatedBusinessRevenue |
| Exclusion | $901,677 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9591454 | Total |
| Program Services | 9591454 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797558 | Total |
| Program Services | 153961 | ProgramServices |
| Management And General | 575854 | ManagementAndGeneral |
| Fundraising | 67743 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17486669 | Total |
| Program Services | 14489831 | ProgramServices |
| Management And General | 2159609 | ManagementAndGeneral |
| Fundraising | 837229 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280439 | Total |
| Program Services | 1004246 | ProgramServices |
| Management And General | 201755 | ManagementAndGeneral |
| Fundraising | 74438 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1292886 | Total |
| Program Services | 995519 | ProgramServices |
| Management And General | 223295 | ManagementAndGeneral |
| Fundraising | 74072 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306488 | Total |
| Program Services | 1082086 | ProgramServices |
| Management And General | 167519 | ManagementAndGeneral |
| Fundraising | 56883 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145476 | Total |
| Management And General | 145476 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105433 | Total |
| Management And General | 105433 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Management And General | 75000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28624 | Total |
| Fundraising | 28624 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211631 | Total |
| Management And General | 211631 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3305733 | Total |
| Program Services | 1606906 | ProgramServices |
| Management And General | 1465906 | ManagementAndGeneral |
| Fundraising | 232921 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 958539 | Total |
| Program Services | 379022 | ProgramServices |
| Management And General | 579517 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738392 | Total |
| Program Services | 420472 | ProgramServices |
| Management And General | 292909 | ManagementAndGeneral |
| Fundraising | 25011 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000795 | Total |
| Management And General | 2000795 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472658 | Total |
| Program Services | 334689 | ProgramServices |
| Management And General | 107518 | ManagementAndGeneral |
| Fundraising | 30451 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166661 | Total |
| Program Services | 118408 | ProgramServices |
| Management And General | 32068 | ManagementAndGeneral |
| Fundraising | 16185 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1403489 | Total |
| Management And General | 1403489 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3154692 | Total |
| Program Services | 1666916 | ProgramServices |
| Management And General | 1487776 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675909 | Total |
| Management And General | 675909 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OVERHEAD ALLOCATIONS | 6544854 | 4891302 | 1653552 | |
| ACADEMIC DEPT PROGRAMS | 1085431 | 1027730 | 57701 | |
| OTHER EXPENSES | 744754 | 602644 | 116780 | 25330 |
| TAXES | 505938 | 505938 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1658182 | Total |
| Program Services | 870907 | ProgramServices |
| Management And General | 761936 | ManagementAndGeneral |
| Fundraising | 25339 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55737685 | Total |
| Program Services | 39236093 | ProgramServices |
| Management And General | 15007366 | ManagementAndGeneral |
| Fundraising | 1494226 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6459839 | BOY |
| EOY | 14040593 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2975328 | BOY |
| EOY | 6445459 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1669557 | BOY |
| EOY | 2040668 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886221 | BOY |
| EOY | 841413 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757689 | BOY |
| EOY | 680637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 152276711 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 56785466 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90685053 | BOY |
| EOY | 95491245 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34088445 | BOY |
| EOY | 35444466 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24204262 | BOY |
| EOY | 26976011 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3664408 | BOY |
| EOY | 3888276 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165390802 | BOY |
| EOY | 185848768 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5470107 | BOY |
| EOY | 7993103 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511474 | BOY |
| EOY | 1511474 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4414261 | BOY |
| EOY | 4853468 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47649456 | BOY |
| EOY | 46674268 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9387296 | BOY |
| EOY | 8896134 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3927693 | BOY |
| EOY | 4025828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72360287 | BOY |
| EOY | 73954275 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33035278 | BOY |
| EOY | 32825170 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18419837 | BOY |
| EOY | 36689584 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41575400 | BOY |
| EOY | 42379739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93030515 | BOY |
| EOY | 111894493 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165390802 | BOY |
| EOY | 185848768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 13382225 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5481753 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 65000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 65000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59188728 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59253728 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 40980 | CurrentYearMinus3 |
| Current Year Minus2 | 61032 | CurrentYearMinus2 |
| Current Year Minus1 | 60013 | CurrentYearMinus1 |
| Current Year | 65000 | CurrentYear |
| Total | 227025 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64545893 | BeginningOfYearBalance |
| Contributions | 580471 | Contributions |
| Investment Earnings Or Losses | 11326850 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1068395 | GrantsOrScholarships |
| Other Expenditures | 1637542 | OtherExpenditures |
| Administrative Expenses | 122396 | AdministrativeExpenses |
| End Of Year Balance | 73624881 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66141399 | BeginningOfYearBalance |
| Contributions | 1941432 | Contributions |
| Investment Earnings Or Losses | -1836938 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 985836 | GrantsOrScholarships |
| Other Expenditures | 607862 | OtherExpenditures |
| Administrative Expenses | 106302 | AdministrativeExpenses |
| End Of Year Balance | 64545893 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53594515 | BeginningOfYearBalance |
| Contributions | 3043323 | Contributions |
| Investment Earnings Or Losses | 9503561 | InvestmentEarningsOrLosses |
| End Of Year Balance | 66141399 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46955334 | BeginningOfYearBalance |
| Contributions | 1299705 | Contributions |
| Investment Earnings Or Losses | 5339476 | InvestmentEarningsOrLosses |
| End Of Year Balance | 53594515 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61408751 | BeginningOfYearBalance |
| Contributions | 554278 | Contributions |
| Investment Earnings Or Losses | -15007695 | InvestmentEarningsOrLosses |
| End Of Year Balance | 46955334 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46270 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28520 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9853427 | OtherCostOrOtherBasis |
| Book Value | 9853427 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 106103199 | OtherCostOrOtherBasis |
| Book Value | 106103199 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14694000 | OtherCostOrOtherBasis |
| Book Value | 14694000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21626085 | OtherCostOrOtherBasis |
| Book Value | 21626085 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | 56785466 | Depreciation |
| Book Value | -56785466 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95491245 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 12904092 | F |
| HEDGE FUNDS | 11380443 | F |
| REAL ESTATE INVESTMENT FUND | 2691476 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 26976011 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $14,278 |
| CAPITAL LEASE OBLIGATION | $4,011,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4025828 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 68526252 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5481753 | NetUnrealizedGainsInvestments |
| Other Revenues | 3586043 | OtherRevenues |
| Revenue Not Rptd F990 | 9067796 | RevenueNotRptdF990 |
| Revenue Subtotal | 59458456 | RevenueSubtotal |
| Investment Expenses Not Included | 70000 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 9591454 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 9661454 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 69119910 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 49662274 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3586043 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3586043 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46076231 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 70000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9591454 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9661454 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 55737685 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. | |
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, AND SCIENTIFIC PURPOSES. THE UNIVERSITY IS HOME TO THE OLKES COLLECTION OF AFRICAN ART, ONE OF THE MOST SIGNIFICANT COLLECTIONS OF AFRICAN TRIBAL ART IN THE TRI-STATE REGION. | |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT IS TO SUPPORT THE MISSION OF THE UNIVERSITY. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY OR FOR A DONOR SPECIFIED PERIOD. THE UNIVERSITY'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY, AS WELL AS TO PROVIDE REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN, WHILE PROVIDING A DEPENDABLE SOURCE OF INCOME FOR THE UNIVERSITY FOR CURRENT OPERATION. AS PERMITTED BY ACT 141, THE UNIVERSITY ANNUALLY TRANSFERS BETWEEN 5% AND 7%, BASED ON A THREE-YEAR AVERAGE OF HISTORICAL ENDOWMENT MARKET VALUES TO UNRESTRICTED NET ASSETS, FOR USE IN CURRENT AND FUTURE OPERATIONS. IN 2013, THE SPENDABLE RETURN APPROXIMATED $1,865,000 AND WAS TRANSFERRED TO BOARD-DESIGNATED ENDOWMENT. THE UNIVERSITY SATISFIED ITS MUST OR SHALL SPEND PROVISIONS OF INDIVIDUAL ENDOWMENT AGREEMENTS THROUGH THE USE OF UNRESTRICTED OPERATING FUNDS. THE UNIVERSITY BELIEVES THAT THIS SPENDING POLICY IS CONSISTENT WITH THE COMMONWEALTH OF PENNSYLVANIA'S GUIDELINES AND WITH THE UNIVERSITY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| RENTAL EXPENSES 3,586,043. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT SCHOLARSHIPS/FINANCIAL AID 9,591,454. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 3,586,043. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT SCHOLARSHIPS/FINANCIAL AID 9,591,454. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE RACIALLY NONDISCRIMINATORY POLICY IS REFERENCED IN PRINT DOCUMENTS AND IS PROMINENTLY DISCLOSED ON THE UNIVERSITY'S WEB PAGE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | CHATHAM UNIVERSITY RECEIVES VARIOUS GRANTS FROM GOVERNMENTAL AGENCIES TO FUND SCHOLARSHIPS AND EDUCATIONAL PROGRAM DEVELOPMENT. IN ADDITION, STUDENTS AT CHATHAM UNIVERSITY RECEIVE FEDERAL AND STATE SPONSORED FINANCIAL AID FOR PAYMENT OF TUITION AND FEES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 3009383 | |
| EUROPE | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM; MFA - FIELD SEMINAR | 107027 | EDUCATIONAL ACTIVITIES |
| SUB-SAHARAN AFRICA | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM; OT FIELD EXPERIENCE | 54561 | EDUCATIONAL ACTIVITIES |
| EAST ASIA AND THE PACIFIC | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM | 17140 | EDUCATIONAL ACTIVITIES |
| SOUTH ASIA | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM | 7600 | EDUCATIONAL ACTIVITIES |
| SOUTH AMERICA | 0 | 0 | OT FIELD EXPERIENCE | 12586 | EDUCATIONAL ACTIVITIES |
| 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 | 3208297 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3208297 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | 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: GRANT AND SCHOLARSHIP AWARDS REPRESENT STUDENT FINANCIAL AID. AID MAY ONLY BE USED TO PAY EDUCATIONAL EXPENSES ASSOCIATED WITH ATTENDANCE AT THE UNIVERSITY AND ALL AWARDS ARE POSTED DIRECTLY TO THE STUDENTS REGISTRAR ACCOUNT. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| WASHBURN & MCGOLDRICK INC | ||||||||
| 950 NEW LOUDON ROAD SUITE 210 | LATHAM | NY | 12110 | FEDERAL GRANTS AND FOUNDATION SUBMISSION | 0 | 0 | 128038 | -128038 |
| MCALLISTER & QUINN LLC | ||||||||
| 1030 15TH STREET NW SUITE 590 WEST | WASHINGTON | DC | 20005 | CAMPAIGN COUNSEL | 0 | 0 | 40725 | -40725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 168763 | TotalRetainedByContractors |
| Total Net To Organization | -168763 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 SIXTH AVENUE SUITE 1100 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152191811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 250965213 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 15400 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL GRANTS AND SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 880 | NumberOfRecipients |
| Amount Of Cash Grant | 9591454 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT AWARDS REPRESENT STUDENT FINANCIAL AID. SUCH AID MAY ONLY BE USED TO PAY EDUCATIONAL EXPENSES ASSOCIATED WITH ATTENDANCE AT THE UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ESTHER L BARAZZONE | ||||||||||||||
| PRESIDENT | 303840 | 0 | 0 | 0 | 31375 | 0 | 252000 | 0 | 27391 | 0 | 614606 | 0 | 0 | 0 |
| WALTER B FOWLER | ||||||||||||||
| VP-FINANCE & ADMIN | 229535 | 0 | 0 | 0 | 2879 | 0 | 23436 | 0 | 17896 | 0 | 273746 | 0 | 0 | 0 |
| DAVID HASSENZAHL | ||||||||||||||
| DEAN, SCHOOL OF SSE | 135125 | 0 | 0 | 0 | 415 | 0 | 14040 | 0 | 17558 | 0 | 167138 | 0 | 0 | 0 |
| ANN BOYD-STEWART | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | 175973 | 0 | 0 | 0 | 1088 | 0 | 17599 | 0 | 5037 | 0 | 199697 | 0 | 0 | 0 |
| KAROL DEAN | ||||||||||||||
| DEAN CHATHAM COLLEGE FOR WOMEN | 129196 | 0 | 0 | 0 | 607 | 0 | 13500 | 0 | 17273 | 0 | 160576 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | PRESIDENT ESTHER BARAZZONE PARTICIPATES IN A SECTION 457(F) PLAN. CURRENT YEAR ADDITIONS OF $210,500 WERE MADE TO THE PLAN IN 2013. DR. ESTHER BARAZZONE SERVES CHATHAM UNIVERSITY IN THE CAPACITY OF CHIEF ADMINISTRATIVE AND EXECUTIVE OFFICER WITH THE TITLE OF PRESIDENT. DR. BARAZZONE HAS SERVED THE UNIVERSITY FOR OVER 21 YEARS. DURING HER TENURE, CHATHAM UNIVERSITY HAS ACHIEVED UNIVERSITY STATUS, ADDED 25 GRADUATE PROGRAMS AND FIVE HIGHLY COMPETITIVE DOCTORAL PROGRAMS, AND HAS CONDUCTED SUCCESSFUL CAPITAL CAMPAIGNS THAT HAVE RAISED OVER $150 MILLION IN TOTAL AND SEEN THE ENDOWMENT GROW FROM $30 MILLION TO $63 MILLION. IN ADDITION, OPERATING DEFICITS WERE ELIMINATED AND STUDENT ENROLLMENT QUADRUPLED. CONSISTENTLY RANKED AMONG THE TOP MASTER'S-LEVEL INSTITUTIONS IN THE NORTHEAST BY U.S. NEWS & WORLD REPORT AND THE PRINCETON REVIEW, CHATHAM UNIVERSITY IS ALSO RANKED IN THE TOP FIVE PERCENT OF GRADUATE-INTENSIVE INSTITUTIONS NATIONALLY. MIDDLE STATES COMMISSION ON HIGHER EDUCATION HAS ACCREDITED CHATHAM UNIVERSITY WITH NO EXCEPTIONS. THE PRINCETON REVIEW HAS ALSO RECOGNIZED CHATHAM AS ONE OF THE NATION'S GREENEST INSTITUTIONS WITH INCLUSION ON THEIR "GREEN HONOR ROLL". DR. BARAZZONE HAS BEEN ABLY ASSISTED BY MR. FOWLER DURING HER TENURE. | |
| PART III | SCHEDULE J - SUPPLEMENTAL COMPENSATION INFORMATION: BASIC EMPLOYEE BENEFITS (INCLUDING HEALTH BENEFITS, LIFE INSURANCE, AND LONG-TERM CARE INSURANCE) PROVIDED TO DR. BARAZZONE AND MR. FOWLER, ARE REPORTED ON SCHEDULE J, PART II, COLUMN (D). AS A CONDITION OF HER EMPLOYMENT, DR. BARAZZONE IS REQUIRED TO RESIDE IN UNIVERSITY HOUSING. THE VALUE ATTRIBUTED TO HER PERSONAL SPACE IS ALSO REPORTED ON SCHEDULE J, PART II, COLUMN (D) UNVESTED DEFERRED COMPENSATION ACCRUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND EMPLOYER CONTRIBUTIONS TO THE UNIVERSITY'S 403(B) PLAN, ARE REPORTED IN COLUMN (C). THE DEFERRED COMPENSATION BENEFITS ARE PART OF A RETIREMENT PROGRAM THAT PROVIDES A MODEST LEVEL OF RETIREMENT INCOME FOR ALL YEARS OF SERVICE THAT THE PRESIDENT PROVIDES TO THE UNIVERSITY. AS A CONDITION OF HER EMPLOYMENT THE UNIVERSITY REQUIRES THE PRESIDENT TO RESIDE ON CAMPUS. THE VALUE OF THE PRESIDENT'S PERSONAL USE OF THIS PROPERTY IS APPROPRIATELY REPORTED AS A NON-TAXABLE BENEFIT ON SCHEDULE J, PART II, AND COLUMN (D). AMOUNTS REPORTED IN COLUMN (B)(III) ALSO INCLUDE INTERNAL REVENUE CODE SECTION 132 BENEFITS PROVIDED BY THE UNIVERSITY TO THE PRESIDENT, CONSISTING OF THE VALUE OF PERSONAL USE OF A UNIVERSITY-PROVIDED AUTOMOBILE AND FINANCIAL CONSULTING SERVICES. THE UNIVERSITY DOES NOT PROVIDE THE PRESIDENT WITH AN EXPENSE ACCOUNT FOR PERSONAL USE. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MCKEESPORT INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 251448115 | 2008-09-29 | 10000000 | CAPITAL PURCHASES AND RENOVATIONS | 0 | 0 | 0 |
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | |||||||
| B | 2012-02-29 | 35870000 | SEE DESCRIPTION IN PART VI FOLLOWING | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 10000000 | 230035 | 800000 | 9200000 | 2009 | 0 | 0 | 1 | 1 | ||
| B | 35870000 | 230000 | 1 | 1 | 1 | 1 | 2559375 | 33080625 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue |
|---|---|---|---|---|---|---|---|---|---|
| A | 1 | 0 | 0 | 0 | 0 | 0 | |||
| B | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, BOND ISSUE, BOND (B) | Identifier |
| Explanation | ON FEBRUARY 29, 2012, ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY ISSUED $35,870,000 AGGREGATE PRINCIPAL OF ITS UNIVERSITY REVENUE BONDS SERIES A OF 2012 ON BEHALF OF THE UNIVERSITY FOR THE PURPOSE OF CURRENT REFUNDING OF THE 1998 SERIES A BONDS AND 2002 SERIES A BONDS, AND THE CURRENT AND ADVANCE REFUNDING OF THE 2002 SERIES A BONDS. THE SERIES A OF 2012 BONDS BEAR INTEREST AT RATES RANGING FROM 2.0% TO 5.0%. INTEREST PAYMENTS ARE REQUIRED SEMIANNUALLY. PRINCIPAL PAYMENTS ARE REQUIRED ON SEPTEMBER 1 OF EACH YEAR, WITH THE FINAL PAYMENT DUE ON SEPTEMBER 1, 2035. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DOLLAR BANK | |||
| BOARD MEMBER | 1567621 | THE PRESIDENT OF THE UNIVERSITY SERVES ON THE BOARD OF DOLLAR BANK. THE UNIVERSITY PROCURES BANKING SERVICES, A LINE OF CREDIT AND GENERAL MORTGAGES WITH THE BANK. | 0 |
| UPMC HEALTH PLAN | |||
| BOARD MEMBER | 353378 | A BOARD MEMBER OF THE UNIVERSITY IS EMPLOYED AS CHIEF EXECUTIVE OFFICER OF UPMC HEALTH PLAN. THE UNIVERSITY PURCHASES HEALTH INSURANCE THROUGH UPMC HEALTH PLAN. | 0 |
| PARKHURST DINING SERVICES | |||
| BOARD MEMBER | 2186514 | A BOARD MEMBER OF THE UNIVERSITY HAS A BUSINESS INTEREST IN PARKHURST DINING SERVICES. PARKHURST PROVIDES ON CAMPUS DINING SERVICES. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1567612 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| 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 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY SENIOR FINANCE MANAGEMENT AND THE PRESIDENT IN DETAIL. THE FORM IS THEN DISCUSSED AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING COMMITTEE LEVEL REVIEW, THE APPROVED DOCUMENT IS PROVIDED TO THE FULL MEMBERSHIP OF THE BOARD BEFORE ELECTRONIC SUBMISSION TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES SHALL DISCLOSE TO THE BOARD OF TRUSTEES ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. FURTHERMORE, THE TRUSTEE SHALL ABSENT HERSELF OR HIMSELF FROM DISCUSSIONS OF, AND ABSTAIN FROM VOTING ON, SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING A CONFLICT, OR POSSIBLE CONFLICT, ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MANNER MAY REQUEST THE BOARD OF TRUSTEES OR COMMITTEE TO RESOLVE THE QUESTION IN HER OR HIS ABSENCE BY MAJORITY VOTE. ANNUALLY, BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED BY THE SECRETARY OF THE BOARD. THE SIGNED FORM IS THEN FORWARDED TO THE PRESIDENT'S OFFICE AND THE FINANCE DEPARTMENT TO BE LOGGED AND FILED FOR REFERENCE. ANY IDENTIFIED CONFLICTS ARE IMMEDIATELY BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE UTILIZES AN APPROPRIATE MIX OF COMPARABLE DATA, EXPERTISE FROM OUTSIDE CONSULTANTS AND SPECIFIC INSTITUTIONAL FACTORS IN MAKING A DETERMINATION OF COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES BOTH IN TERMS OF DOLLAR AMOUNT AND STRUCTURE OF COMPENSATION AND BENEFITS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED BY AN INDEPENDENT BOARD AND COMPLY WITH THE PROVISIONS OF IRC SECTION 4958. | |
| FORM 990, PART VI, SECTION C, LINE 19 | POLICIES, ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, TRUSTEES EMERITI: | THE FOLLOWING INDIVIDUALS ARE EMERITI TRUSTEES WHO MAY ATTEND ALL MEETINGS OF THE BOARD AND COMMITTEES, BUT SHALL HAVE NO VOTING RIGHTS: THOMAS J. HILLIARD, JR AND HANNAH HONIG KAMIN. | |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT OF THE INDEPENDENT ACCOUNTING FIRM ENGAGED TO AUDIT THE UNIVERSITY'S FINANCIAL STATEMENTS ON AN ANNUAL BASIS. IN ADDITION, THE AUDIT COMMITTEE REVIEWS DRAFT FINANCIAL STATEMENTS AND RECEIVES A REPORT ON THE RESULTS OF THE AUDIT FROM THE INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE IS ALSO UPDATED REGARDING THE AUDIT BY THE VICE PRESIDENT OF FINANCE AND BUSINESS ADMINISTRATION AND BY THE ASSISTANT VICE PRESIDENT OF FINANCE AND BUSINESS ADMINISTRATION. | FINANCIAL STATEMENTS AND REPORTING: |
| SCHEDULE B, PART II, LINE 4(B) | 7,404.827 SHS FEDERATED EQUITY KAUFMANN CL A; 5,375 SHS FEDERATED STRATEGIC VALUE DIVIDEND INSTL CL; 550 SHS FRANKLIN GROWTH ADVISOR CL; 1,000 SHS GROWTH FUND OF AMERICA CL F2; 2,500 SHS INCOME FUND AMERICA CL F1; 1,000 SHS INVESTMENT COMPANY OF AMERICA CL F2; 800 SHS MUTUAL SHARES CL Z; 1,000 SHS NEW PERSPECTIVE CL F2; 1,678.679 SHS PUTNAM EQUITY INCOME CL Y; 1,517.345 SHS ROYCE PREMIER INVESTMENT CL; 779.345 SHS SMALLCAP WORLD CL F2 | DESCRIPTION OF PROPERTY: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DIETRICH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STR SUITE 5360 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364711746 | EIN |
| Primary Activities | SUPPORT, BENEFIT, PERFORM THE FUNCTIONS OF AND CARRY OUT PURPOSES OF C.U. | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | TYPE I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE TRUST (1) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | PHILANTHROPY | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Share Of EOY Assets | 3505161 | ShareOfEOYAssets |
| Percentage Ownership | 0.50000 | PercentageOwnership |
| Controlled Org | 0 | 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 | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |