SAINT FRANCIS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT FRANCIS UNIVERSITY (EIN 25-1024358)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201301299349302210
- Schema version
- 2011v1.5
- 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 | 2013-05-09T14:12:21-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 400 MARKET STREET | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251024358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 8144723260 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1 |
| City | LORETTO | City |
| State | PA | State |
| ZIP Code | 159400600 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G DATSKO | Name |
| Title | VICE PRESIDENT OF FINANCE | Title |
| Phone | 8144723260 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| PTIN | P00350393 | PTIN |
| Phone | 5703236023 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT G DATSKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1 |
| City | LORETTO | City |
| State | PA | State |
| ZIP Code | 159400600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85881017 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRANCIS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1847 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN LORETTO, PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1974 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 396624 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13039022 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9347342 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 68457102 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 71004207 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2043272 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1153929 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1546376 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2944674 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 85085772 | TotalRevenuePriorYear |
| Total Revenue Current Year | 84450152 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22234901 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22985905 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38037241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38920243 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1043061 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18006266 | OtherExpensePriorYear |
| Other Expenses Current Year | 17357337 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78278408 | TotalExpensesPriorYear |
| Total Expenses Current Year | 79263485 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6807364 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5186667 | RevenuesLessExpensesCY |
| Total Assets BOY | 88961438 | TotalAssetsBOY |
| Total Assets EOY | 112518375 | TotalAssetsEOY |
| Total Liabilities BOY | 20596600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39517751 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68364838 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73000624 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A MIND FOR EXCELLENCE: SAINT FRANCIS UNIVERSITY OFFERS HIGHER EDUCATION IN AN ENVIRONMENT GUIDED BY CATHOLIC VALUES AND TEACHINGS, AND INSPIRED BY THE EXAMPLE OF OUR PATRON, SAINT FRANCIS OF ASSISI. THE OLDEST FRANCISCAN INSTITUTION OF HIGHER LEARNING IN THE UNITED STATES, SAINT FRANCIS UNIVERSITY IS AN INCLUSIVE LEARNING COMMUNITY THAT WELCOMES ALL PEOPLE.A SPIRIT FOR PEACE AND JUSTICE: UNIVERSITY PROGRAMS AND ACTIVITIES FOSTER SUCH FRANCISCAN VALUES AS A HUMBLE AND GENEROUS ATTITUDE TOWARD LEARNING, RESPECT FOR DIVERSITY AND THE UNIQUENESS OF INDIVIDUAL PERSONS, UNDERSTANDING OF ETHICAL ISSUES, AND REVERENCE FOR ALL LIFE. WITH A SPIRIT OF SIMPLICITY AND JOY, WE PROVIDE OPPORTUNITIES FOR THE UNIVERSITY COMMUNITY TO THINK CRITICALLY AND ANALYTICALLY, COMMUNICATE EFFECTIVELY, AND INTEGRATE THEORY AND PRACTICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69754195 | Expense |
| Grants | 22985905 | Grants |
| Revenue | 71020643 | Revenue |
| Description | SAINT FRANCIS UNIVERSITY ("SFU"), FOUNDED IN 1847 BY THE FRANCISCANS OF THE THIRD ORDER REGULAR, IS THE OLDEST FRANCISCAN COLLEGE IN THE NATION. LOCATED IN LORETTO, PA, THE UNIVERSITY IS AN INTEGRAL PART OF THE REGION, PROVIDING HIGHER EDUCATION, CULTURAL EVENTS, PERFORMING ARTS, ATHLETIC COMPETITION, AND NUMEROUS COMMUNITY OUTREACH PROGRAMS FOR CAMBRIA COUNTY AND BEYOND. OVER 96% OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS RECEIVE SOME SORT OF FINANCIAL AID.SFU PROVIDES EDUCATIONAL OPPORTUNITIES TO THE COMMUNITY AND SERVES BOTH TRADITIONAL AND NON-TRADITIONAL STUDENTS. IN ADDITION TO SFU'S MAIN CAMPUS LOCATION IN LORETTO, THE UNIVERSITY CONDUCTS INSTRUCTION AT VARIOUS LOCATIONS IN WESTERN AND CENTRAL PA IN BOTH UNDERGRADUATE AND GRADUATE PROGRAMS. SFU CURRENTLY HAS APPROXIMATELY 1,581 FULL-TIME AND 140 PART-TIME UNDERGRADUATE STUDENTS AND 561 GRADUATE STUDENTS. ALL FULL-TIME UNDERGRADUATE STUDENTS ARE REQUIRED TO PERFORM COMMUNITY SERVICE. SFU ESTIMATES THAT OVER 12,417 HOURS WERE DEDICATED TO SERVICE BY SFU STUDENTS.THE UNIVERSITY'S CENTERS OFFER A WIDE VARIETY OF SERVICES FOR THE AREA: THE SMALL BUSINESS DEVELOPMENT CENTER (SBDC) PROVIDES EXPERTISE IN FINANCING, MARKETING, AND OPERATIONAL MANAGEMENT TO LOCAL BUSINESSES AND ENTREPRENEURS. THE CENTER FOR GLOBAL COMPETITIVENESS (CGC) PROVIDES BUSINESS CONSULTING SERVICES TO COMPANIES INTERESTED IN DEVELOPING INTERNATIONAL AND DOMESTIC MARKETING STRATEGIES. CONSULTING IN INTERNATIONAL TRADE MATTERS SUCH AS MARKETING, RESEARCH, AND EXPORTING ISSUES IS AN INTEGRAL PART OF THE CENTER'S ACTIVITIES. THESE PROJECTS ARE FUNDED THROUGH FEDERAL AND STATE GRANTS AND SERVICES ARE PROVIDED TO BUSINESSES AT NO COST.THE CENTER OF EXCELLENCE FOR REMOTE AND MEDICALLY UNDERSERVED AREAS (CERMUSA) IS A RESEARCH CENTER AT THE UNIVERSITY THAT TESTS AND EVALUATES THE MOST EFFECTIVE COMMUNICATIONS AND INFORMATION TECHNOLOGIES AVAILABLE FOR THE DELIVERY OF HEALTHCARE AND EDUCATION IN RURAL AND ISOLATED AREAS. THE CENTER WORKS WITH LOCAL HOSPITALS AND AMBULANCE ORGANIZATIONS TO WORK ON WAYS TO IMPROVE THE HEALTH CARE DELIVERY IN RURAL AREAS.THE DOROTHY DAY CENTER SERVES AS THE MAJOR ARM OF OUTREACH FOR THE UNIVERSITY THROUGH FAITH, EDUCATIONAL, AND SOCIAL SERVICES. THE CENTER OFFERS A VARIETY OF ASSISTANCE TO THE ECONOMICALLY DISADVANTAGED, INCLUDING EMERGENCY FINANCIAL AID, FOOD, AND CLOTHING, AS WELL AS DIRECT STUDENT ASSISTANCE THROUGH MANY VOLUNTEER PROGRAMS. MAJOR PROGRAMS INCLUDE THE SMILE AND PLUS-1 PROGRAMS. THESE PROGRAMS USE UNIVERSITY STAFF AND STUDENTS TO WORK WITH ECONOMICALLY DISADVANTAGED YOUTH OF THE AREA, IN THE AREAS OF READING SKILLS, TUTORING, AND OTHER LIFE EXPERIENCE SKILLS.THE UPWARD BOUND CENTER IS A FEDERAL PROGRAM FUNDED BY THE U.S. DEPARTMENT OF EDUCATION AND DESIGNED TO PREPARE LOW INCOME, POTENTIAL FIRST-GENERATION COLLEGE STUDENTS FOR THE RIGORS OF POSTSECONDARY EDUCATION. PROVIDED AT NO COST TO THE PARTICIPANTS, THE PROGRAM OFFERS A WIDE VARIETY OF ACADEMIC, CAREER, AND CULTURAL DEVELOPMENT ACTIVITIES FOR STUDENTS. FROM SEPTEMBER TO MAY, STUDENTS PARTICIPATE IN SATURDAY FOLLOW-UPS HELD ON CAMPUS AND TUTORIALS HELD AFTER SCHOOL IN THEIR COMMUNITIES. ADDITIONAL ACADEMIC YEAR ACTIVITIES INCLUDE COLLEGE VISITS, SAT CRAM SESSIONS, AND COLLEGE FAIRS. DURING THE SIX-WEEK RESIDENTIAL SUMMER PROGRAM, STUDENTS ATTEND FIVE ACADEMIC CLASSES EACH DAY AND PARTICIPATE IN A WIDE VARIETY OF CAREER AND CULTURAL ACTIVITIES. ON AVERAGE, 93% OF UPWARD BOUND STUDENTS GO ON TO COLLEGE IMMEDIATELY AFTER HIGH SCHOOL. AFTER COMPLETING HIGH SCHOOL, 80% OF UPWARD BOUND GRADUATES EARN A COLLEGE DEGREE WITHIN FIVE YEARS.THE UNIVERSITY HOSTS APPROXIMATELY 298 HIGH SCHOOL STUDENTS IN A VARIETY OF ACADEMIC PROGRAMS INCLUDING SCIENCE DAY, MATH DAY, AND BUSINESS DAY. THESE SERVICES ARE PROVIDED TO PARTICIPANTS AT LITTLE OR NO COST. THEY INCLUDE A DAY OF WORKING WITH VARIOUS UNIVERSITY PROFESSORS, GUEST PROFESSORS, AND STUDENTS TO PRESENT AREA HIGH SCHOOL STUDENTS WITH THE OPPORTUNITY TO EXPERIENCE EXCITING TOPICS IN VARIOUS CONCENTRATIONS. ADDITIONALLY, THE UNIVERSITY HOSTS FORENSIC COMPETITIONS FOR HIGH SCHOOLS IN THE REGION AND A SPELLING BEE COMPETITION FOR ELEMENTARY STUDENTS. | Description |
| Total Program Service Expense | 69754195 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 171 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1974 | 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 | FR | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | ROBERT G DATSKO VP OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8144723260 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EVERGREEN DRIVE 323 SCOTUS HALL | AddressLine1 |
| City | LORETTO | City |
| State | PA | State |
| ZIP Code | 159400600 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REV GABRIEL J ZEIS | |||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 0 | |
| VERY REV NICHOLAS POLICHNOWSKI | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| LINDA EREMITA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY PCAMPBELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR KATHLEEN DAVIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LAWRENCE GIANNONE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUNO DEGOL JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD F FIORE SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL FRIEDRICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHERRY CRAIN-GORDIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HONORABLE MAUREEN LALLY-GREEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN P HALICKY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J CRILLEY KELLY ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN M KRENTZMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL S MCGRATH JR ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV TERENCE HENRY TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES MORHARD ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EUGENE PETERS ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV FRANK SCORNAIENCHI TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BR LAWRENCE HILFERTY TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH J HOROHO JR ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THE HONORABLE BUD SHUSTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV DANIEL PATTEE TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV SIMON ZAYAS TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRANK QUITONI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EUGENE TOOMEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV JUDE VENTIQUATTRO TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV SEAN SHERIDAN TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT DATSKO | |||||||
| VP FOR FINANCE | 40.00 | X | 132564 | 0 | 29874 | ||
| ROBERT CRUSCIEL | |||||||
| VP FOR ADVANCEMENT | 40.00 | X | 127000 | 0 | 31270 | ||
| DR PATRICIA SEROTKIN | |||||||
| VP FOR STRATEGIC INITIATIV | 40.00 | X | 121146 | 0 | 28989 | ||
| DR WAYNE POWEL | |||||||
| VP FOR ACADEMIC AFFAIRS | 40.00 | X | 131876 | 0 | 31732 | ||
| DONALD S FRIDAY JR | |||||||
| HEAD MENS BASKETBALL COACH | 35.00 | 153915 | 0 | 33808 | X | ||
| RANDY L FRYE | |||||||
| BUSINESS ADMINISTRATOR/DIR | 35.00 | 150233 | 0 | 33428 | X | ||
| JAMES W LOGUE | |||||||
| ASSOCIATE PROFESSOR | 35.00 | 135917 | 0 | 32031 | X | ||
| DOUGLAS SOUTHARD | |||||||
| DEAN, SCHOOL OF HEALTH SCIENCES | 35.00 | 125150 | 0 | 29404 | X | ||
| SUSAN ROBINSON FRUCHTL | |||||||
| HEAD WOMEN'S BASKETBALL COACH | 35.00 | 125000 | 0 | 29419 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1202801 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 279955 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | 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 |
|---|---|---|---|---|---|
| LEONARD S FIORE INC | |||||
| 299 E COLLEGE AVENUE | STATE COLLEGE | PA | 16801 | CONSTRUCTION | 2206054 |
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 152644091 | FOOD & FOOD SVC MANAGEMENT | 2166498 |
| CELLI FLYNN BRENNAN ARCHITECTS | |||||
| 606 LIBERTY AVENUE | PITTSBURGH | PA | 152222720 | ARCHITECTS | 906317 |
| ALLOY MEDIA LLC | |||||
| 14878 COLLECTIONS CTR DRIVE | CHICAGO | IL | 60693 | RECRUITING | 269537 |
| SCALISE INDUSTRIES | |||||
| 108 COMMERCE BLVD PO BOX 611 | LAWRENCE | PA | 15055 | CONSTRUCTION | 224916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 14287 | FundraisingEvents |
| Government Grants | 5191680 | GovernmentGrants |
| All Other Contributions | 4141375 | AllOtherContributions |
| Noncash Contributions | 54424 | NoncashContributions |
| Total Contributions | 9347342 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 58017325 | 58017325 |
| AUXILIARY ENTERPRISES | 611710 | 12986882 | 12986882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 71004207 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 812807 | TotalRevenueColumn |
| Exclusion | $812,807 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90769 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 28234 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62535 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62535 | TotalRevenueColumn |
| Exclusion | $62,535 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1174189 | Securities |
| Other | 343807 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 351549 | Securities |
| Other | 825325 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 822640 | Securities |
| Other | -481518 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 341122 | TotalRevenueColumn |
| Exclusion | $341,122 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 17565 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 14287 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 10957 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6608 | TotalRevenueColumn |
| Exclusion | $6,608 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 536968 | GrossSalesOfInventory |
| Cost Of Goods Sold | 214800 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 322168 | TotalRevenueColumn |
| Exclusion | $322,168 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ATHLETIC REVENUE | 611710 | 1573557 | $1,573,557 | |
| GOLF COURSE | 713910 | 327286 | 327286 | |
| SEWER & WATER | 611710 | 252343 | $252,343 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16436 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 69338 | UnrelatedBusinessRevenue |
| Exclusion | $314,403 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2553363 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84450152 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71020643 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 396624 | UnrelatedBusinessRevenue |
| Exclusion | $3,685,543 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55312 | Total |
| Program Services | 55312 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22930593 | Total |
| Program Services | 22930593 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27216473 | Total |
| Program Services | 24045586 | ProgramServices |
| Management And General | 2599812 | ManagementAndGeneral |
| Fundraising | 571075 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1566997 | Total |
| Program Services | 1172460 | ProgramServices |
| Management And General | 350017 | ManagementAndGeneral |
| Fundraising | 44520 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5890306 | Total |
| Program Services | 3147666 | ProgramServices |
| Management And General | 2655215 | ManagementAndGeneral |
| Fundraising | 87425 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4246467 | Total |
| Program Services | 3808784 | ProgramServices |
| Management And General | 397075 | ManagementAndGeneral |
| Fundraising | 40608 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38228 | Total |
| Program Services | 38228 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100047 | Total |
| Program Services | 100047 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72000 | Total |
| Program Services | 72000 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377687 | Total |
| Program Services | 1376003 | ProgramServices |
| Management And General | 1684 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526290 | Total |
| Program Services | 420596 | ProgramServices |
| Management And General | 105694 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2447813 | Total |
| Program Services | 1712764 | ProgramServices |
| Management And General | 683748 | ManagementAndGeneral |
| Fundraising | 51301 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46398 | Total |
| Program Services | 46398 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2123919 | Total |
| Program Services | 1457728 | ProgramServices |
| Management And General | 666191 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2475569 | Total |
| Program Services | 2323804 | ProgramServices |
| Management And General | 123215 | ManagementAndGeneral |
| Fundraising | 28550 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75619 | Total |
| Program Services | 62736 | ProgramServices |
| Management And General | 12053 | ManagementAndGeneral |
| Fundraising | 830 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143388 | Total |
| Program Services | 1143388 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552528 | Total |
| Program Services | 552528 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 1669496 | 1666047 | 3449 | |
| EDUCATIONAL EXPENSES | 696397 | 472335 | 224062 | |
| ATLETIC FEES & EXPENSES | 381178 | 189705 | 191473 | |
| REPAIRS & MAINTENANCE | 342052 | 123396 | 218656 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3288728 | Total |
| Program Services | 2836091 | ProgramServices |
| Management And General | 425358 | ManagementAndGeneral |
| Fundraising | 27279 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79263485 | Total |
| Program Services | 69754195 | ProgramServices |
| Management And General | 8466229 | ManagementAndGeneral |
| Fundraising | 1043061 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12451 | BOY |
| EOY | 9875 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2641620 | BOY |
| EOY | 4992051 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384423 | BOY |
| EOY | 1701242 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3040097 | BOY |
| EOY | 3592788 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1509326 | BOY |
| EOY | 1460395 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457005 | BOY |
| EOY | 269383 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645825 | BOY |
| EOY | 655234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 88142788 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40478888 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44870254 | BOY |
| EOY | 47663900 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33613096 | BOY |
| EOY | 35241311 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655253 | BOY |
| EOY | 13955897 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1132088 | BOY |
| EOY | 2976299 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88961438 | BOY |
| EOY | 112518375 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4595956 | BOY |
| EOY | 6473796 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2923363 | BOY |
| EOY | 4273179 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8345000 | BOY |
| EOY | 24405000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2578420 | BOY |
| EOY | 1553803 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2153861 | BOY |
| EOY | 2811973 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20596600 | BOY |
| EOY | 39517751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24085097 | BOY |
| EOY | 27031439 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21479776 | BOY |
| EOY | 23014715 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22799965 | BOY |
| EOY | 22954470 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68364838 | BOY |
| EOY | 73000624 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88961438 | BOY |
| EOY | 112518375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5186667 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -550881 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $72,000 | GrantsOtherOrganizationsAmount |
| Total Lobbying Expenditures IIB | 72000 | 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 | THE COLLEGE PAID $72,000 TO AMERICAN DEFENSE INTERNATIONAL FOR LOBBYING AND PREPARATION OF A RECOMMENDATION REPORT RELATED TO THE MISSIONS, CORE COMPETENCIES AND RESOURCES OF EACH ORGANIZATION - AS WELL AS INSTRUCTIONAL CHALLENGES TO ARRIVE AT RECOMMENDATIONS FOR ACHIEVING A SUCCESSFUL TRANSITION. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 53910 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 33299465 | BeginningOfYearBalance |
| Contributions | 185987 | Contributions |
| Investment Earnings Or Losses | 948770 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1135372 | GrantsOrScholarships |
| End Of Year Balance | 33298850 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25347028 | BeginningOfYearBalance |
| Contributions | 4250120 | Contributions |
| Investment Earnings Or Losses | 4689809 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 987492 | GrantsOrScholarships |
| End Of Year Balance | 33299465 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18988419 | BeginningOfYearBalance |
| Contributions | 5311468 | Contributions |
| Investment Earnings Or Losses | 2035205 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 988064 | GrantsOrScholarships |
| End Of Year Balance | 25347028 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22780191 | BeginningOfYearBalance |
| Contributions | 162304 | Contributions |
| Investment Earnings Or Losses | -2921416 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1032660 | GrantsOrScholarships |
| End Of Year Balance | 18988419 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16840 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83160 | PermanentEndowmentEOYBalance |
| 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 | 380284 | OtherCostOrOtherBasis |
| Book Value | 380284 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 61326958 | OtherCostOrOtherBasis |
| Depreciation | 22448326 | Depreciation |
| Book Value | 38878632 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1695266 | OtherCostOrOtherBasis |
| Depreciation | 7121827 | Depreciation |
| Book Value | -5426561 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24740280 | OtherCostOrOtherBasis |
| Depreciation | 10908735 | Depreciation |
| Book Value | 13831545 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 47663900 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS RESTRICTED USE | Description |
| Book Value | 13955897 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13955897 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS AND PREPAYMENTS | $811,665 |
| ANNUITIES PAYABLE | $69,039 |
| ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $1,311,361 |
| OBLIGATIONS UNDER CAPITAL LEASES | $619,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2811973 | TotalOfAmounts |
| Total Revenue | 84450152 | TotalRevenue |
| Total Expenses | 79263485 | TotalExpenses |
| Excess Or Deficit For Year | 5186667 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -597086 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 46082 | PriorPeriodAdjustments |
| Other | $123 | OtherAmount |
| Total Adjustments | -550881 | TotalAdjustments |
| Excess Or Deficit Per FS | 4635786 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 61176587 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -597086 | NetUnrealizedGainsInvestments |
| Other Revenues | -22930470 | OtherRevenues |
| Revenue Not Rptd F990 | -23527556 | RevenueNotRptdF990 |
| Revenue Subtotal | 84704143 | RevenueSubtotal |
| Other Revenues Not Included | -253991 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -253991 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 84450152 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56586883 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 253991 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 253991 | ExpensesNotRptdF990 |
| Expenses Subtotal | 56332892 | ExpensesSubtotal |
| Other Expenses Not Included | 22930593 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 22930593 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 79263485 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS ARE COMPRISED OF BOOKS AND PAINTINGS AND CONGRESSMAN SHUSTER'S ARCHIVES. EACH OF THE ITEMS IS CATALOGED FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CULTURAL PURPOSES, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. | |
| PART V, LINE 4: | THE PRIMARY PURPOSE OF THE ENDOWMENTS IS TO PROVIDE STUDENT SCHOLARSHIPS AND AWARDS. ALSO, A PORTION OF THE ENDOWMENTS FUND VARIOUS TECHNOLOGY PROGRAMS AND SPONSORED CHAIR EVENTS FOR STUDENTS AND THE UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 OR 2011. THE UNIVERSITY'S FEDERAL ORGANIZATION EXEMPT FROM INCOME TAX RETURNS (990) AND THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (990-T) FOR 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN THE VALUATION OF SPLIT-INTEREST AGREEMENTS 123. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN THE VALUATION OF SPLIT-INTEREST AGREEMENTS 123. TUITION ASSISTANCE -22,930,593. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| BOOKSTORE EXPENSES -214,800. RENTAL EXPENSES -28,234. FUNDRAISING EVENT EXPENSES -10,957. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| BOOKSTORE EXPENSES 214,800. RENTAL EXPENSES 28,234. FUNDRAISING EVENT EXPENSES 10,957. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| TUITION ASSISTANCE 22,930,593. | PART XIII, 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 PUBLISHED IN LOCAL NEWSPAPERS AND OTHER PRINT MEDIA OF GENERAL CIRCULATION. THE POLICY IS ALSO ACCESSIBLE VIA THE UNIVERSITY'S WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SCHOLARSHIPS/GRANTS ARE AWARDED TO STUDENTS BASED UPON THE ACADEMIC PROFILE OF THE STUDENT AND DEMONSTRATED FINANCIAL NEED. IN DETERMINING FINANCIAL NEED, THE U.S. DEPARTMENT OF EDUCATION'S APPROVED NEEDS ANALYSIS SYSTEM (CONGRESSIONAL METHODOLOGY) IS UTILIZED TO ENSURE INSTITUTIONAL COMPLIANCE WITH ALL APPLICABLE FEDERAL REGULATIONS (TITLE IV PROGRAMS), STATE GUIDELINES, AND UNIVERSITY POLICY IN THE DISTRIBUTION OF FINANCIAL AID. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | FRANCE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | STUDY ABROAD PROGRAM | SpecificServicesProvided |
| Total Expenditures | 561139 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 561139 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 561139 | TotalAmountSpent |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 31852 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14287 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17565 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10957 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 31852 | GrossReceiptsTotal |
| Charitable Contributions Total | 14287 | CharitableContributionsTotal |
| Gross Revenue Total Events | 17565 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 10957 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10957 | DirectExpenseSummaryEvents |
| Net Income Summary | 6608 | NetIncomeSummary |
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 | LORETTO BOROUGH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35 | AddressLine1 |
| City | LORETTO | City |
| State | PA | State |
| ZIP Code | 15940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | N/A | IRCSection |
| Amount Of Cash Grant | 37515 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | CONTRIBUTIONS FOR FINANCIAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | 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 | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| INSTITUTIONAL SCHOLARSHIPS | 1618 | 22436843 | CASH | N/A |
| ENDOWED SCHOLARSHIPS | 184 | 493750 | CASH | N/A |
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: SCHOLARSHIP FUNDS ARE AWARDED TO STUDENTS WHO MEET THE FINANCIAL REQUIREMENTS AS DEMONSTRATED BY THE RESULTS FROM FEDERAL FREE APPLICATION FOR FEDERAL STUDENT AID. ENDOWED SCHOLARSHIP RECIPIENTS ALSO MEET THE SPECIFIC CRITERIA AS IDENTIFIED BY THE DONORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (9 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DATSKO | |||||||||||||
| 132564 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29874 | 0 | 162438 | 0 | 0 | 0 |
| ROBERT CRUSCIEL | |||||||||||||
| 127000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31270 | 0 | 158270 | 0 | 0 | 0 |
| DR PATRICIA SEROTKIN | |||||||||||||
| 121146 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28989 | 0 | 150135 | 0 | 0 | 0 |
| DR WAYNE POWEL | |||||||||||||
| 131876 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31732 | 0 | 163608 | 0 | 0 | 0 |
| DONALD S FRIDAY JR | |||||||||||||
| 153915 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 33808 | 0 | 187723 | 0 | 0 | 0 |
| RANDY L FRYE | |||||||||||||
| 150233 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 33428 | 0 | 183661 | 0 | 0 | 0 |
| JAMES W LOGUE | |||||||||||||
| 135917 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32031 | 0 | 167948 | 0 | 0 | 0 |
| DOUGLAS SOUTHARD | |||||||||||||
| 125150 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29404 | 0 | 154554 | 0 | 0 | 0 |
| SUSAN ROBINSON FRUCHTL | |||||||||||||
| 125000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29419 | 0 | 154419 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS 2003 AA4 | |||||||
| 232243852 | 70917NZW7 | 2003-10-01 | 10585000 | FOR CAPITAL IMPROVEMENTS AND TO REFINANCE DEBT | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS 2011 JJ2 | |||||||
| 232243852 | 70917R2X2 | 2011-11-15 | 16500000 | SCIENCE BUILDING CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|
| 10585000 | 933509 | 191795 | 9433526 | 26170 | 2005 | 0 | 0 | 1 | 1 | |
| 16500000 | 1525263 | 237769 | 781635 | 2013 | 0 | 0 | 1 | 1 | 13955333 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| 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 | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART III, LINE 3: | Identifier |
| Explanation | THERE ARE NO MANAGEMENT OR SERVICE CONTRACTS OR RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTIES FOR THE 2003 BONDS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD F FIORE SR | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD TRUSTEE | Relationship |
| Amount Of Transaction | 2206054 | AmountOfTransaction |
| Description Of Transaction | RICHARD FIORE IS AN OFFICER OF L.S. FIORE INC. THE UNIVERSITY ENTERED INTO MULTIPLE CONSTRUCTION RELATED CONTRACTS WITH THE COMPANY. FOR THESE PROJECTS THE UNIVERSITY SOLICITED SEALED BIDS FOR THE PROJECTS AND BIDS ARE OPENED IN A PUBLIC SETTING AND CONTRACTS WERE AWARDED TO THE LOWEST BIDDER. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OFFICE EQUIPMENT | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 54424 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART AND THE PRESIDENT OF THE UNIVERSITY ARE EX OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. BOTH SERVE ON THE GOVERNING BOARD OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS. | |
| FORM 990, PART VI, SECTION A, LINE 3 | THE UNIVERSITY CONTRACTS WITH PARKHURST DINING SERVICES TO MANAGE THE FOOD SERVICE OPERATIONS OF THE UNIVERSITY. THE FOOD SERVICE MANAGER AND SEVERAL SUPERVISORS ARE PARKHURST EMPLOYEES. THE BALANCE OF THE FOOD SERVICE AND CATERING EMPLOYEES ARE EMPLOYED BY SAINT FRANCIS UNIVERSITY. THE VP OF FINANCE HAS REGULAR MEETINGS WITH THE MANAGER AND PARKHURST TO DISCUSS OPERATIONAL ISSUES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE UNIVERSITY'S BY-LAWS ESTABLISH THAT THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART AND THE PRESIDENT OF THE UNIVERSITY ARE EX OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BY-LAWS OF SAINT FRANCIS UNIVERSITY PROVIDE THAT AT ALL TIMES AT LEAST TWENTY PERCENT OF THE MEMBERS OF THE BOARD OF TRUSTEES SHALL ALSO BE MEMBERS OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR OR MEMBERS OF THE THIRD ORDER REGULAR. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BY-LAWS OF SAINT FRANCIS UNIVERSITY PROVIDE THAT THE BOARD OF TRUSTEES SHALL OBSERVE THE LAWS OF THE ROMAN CATHOLIC CHURCH RESPECTING THE UNIVERSITY AND ALL PROPERTY OF THE UNIVERSITY. THE BY-LAWS REQUIRE THAT, BEFORE TAKING ACTION ON CERTAIN PROPOSALS AS OUTLINED IN THE BY-LAWS, THE BOARD SHALL REFER THE PROPOSAL TO THE PROVINCIAL COUNCIL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR TO SECURE ANY AND ALL APPROVALS AND AUTHORIZATIONS FOR SUCH ACTION THAT MAY BE REQUIRED UNDER ROMAN CATHOLIC CHURCH LAW. IN ADDITION, THE BY-LAWS OF SAINT FRANCIS UNIVERSITY REQUIRE THAT THE PRESIDENT OF THE UNIVERSITY SHALL BE ELECTED BY THE TRUSTEES FROM AMONG THE FRIARS OF THE THIRD ORDER REGULAR OF SAINT FRANCIS OF PENANCE, AFTER RECEIVING THE RECOMMENDATIONS MADE BY THE NOMINATING COMMITTEE OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL TRUSTEES RECEIVED AN EMAIL CONTAINING A COPY OF THE 990 BEFORE IT WAS SUBMITTED. THE FINANCIAL AFFAIRS COMMITTEE REVIEWED THE 990 IN DETAIL PRIOR TO FILING. TRUSTEES HAVE RECEIVED TRAINING ON THEIR RESPONSIBILITIES FOR THE 990 RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE STATEMENTS ARE THEN REVIEWED AND MONITORED BY THE PRESIDENT'S OFFICE. THE CONFLICT OF INTEREST POLICY DESCRIBES HOW CONFLICTS ARE HANDLED AS THEY ARISE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION STUDY AND REVIEW IS CONDUCTED ANNUALLY TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. EACH YEAR THE CHIEF HR OFFICER, IN CONJUNCTION WITH THE COMPENSATION COMMITTEE, REVIEWS ALL SALARIES AND BENEFITS, INCLUDING THE CEO'S. EACH EMPLOYEE HAS A SPECIFIC JOB TITLE THAT CORRESPONDS WITH THE BENCHMARK REPORTS USED. THE BENCHMARK SALARIES FOR A PARTICULAR YEAR ARE UPDATED EACH YEAR PRIOR TO SALARY INCREASES BEING COMPUTED. THE VP FOR FINANCE REVIEWS THE REPORT WITH THE CHIEF HR OFFICER FOR FINAL APPROVAL. REVIEW AND APPROVAL OF COMPENSATION LEVELS IS DOCUMENTED IN COMMITTEE MINUTES. ALL OF THE GUIDELINES AND STEPS TAKEN ARE OUTLINED AND EXPLAINED IN THE COMPENSATION HANDBOOK. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -597,086. PRIOR PERIOD ADJUSTMENTS: 46,082. CHANGE IN THE VALUATION OF SPLIT-INTEREST AGREEMENTS 123. TOTAL TO FORM 990, PART XI, LINE 5: -550,881. | 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 | DISEPIO INSTITUTE FOR RURAL HEALTH AND WELLNESS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 FRANCISCAN WAY | AddressLine1 |
| City | LORETTO | City |
| State | PA | State |
| ZIP Code | 15940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262418607 | EIN |
| Primary Activities | HEALTH AND WELLNESS CENTER | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS UNIVERSITY | 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISEPIO INSTITUTE FOR RURAL HEALTH AND WELLNESS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 130429 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |