MONMOUTH UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONMOUTH UNIVERSITY INC (EIN 21-0634584)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349303340
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:51:06-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | 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 | 210634584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monmouth University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PHILIP A BODNER | InCareOfName |
| Name Control | MONM | NameControl |
| Phone | 7325713407 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Cedar Avenue | AddressLine1 |
| City | West Long Branch | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Philip A Bodner | Name |
| Title | AVP & Controller | Title |
| Phone | 2125990100 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Romano | Name |
| Phone | 2125990100 | 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 | Paul G Gaffney II | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CEDAR AVENUE | AddressLine1 |
| City | WEST LONG BRANCH | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 261461296 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.monmouth.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | MONMOUTH UNIVERSITY IS A COMPREHENSIVE INSTITUTION OF HIGHER EDUCATION COMMITTED TO EXCELLENCE AND INTEGRITY IN TEACHING, SCHOLARSHIP AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3271 | TotalNbrEmployees |
| Total Nbr Volunteers | 696 | TotalNbrVolunteers |
| Total Gross UBI | 574800 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 23047 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12341841 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11120423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 175440139 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 187301314 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8708205 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4192448 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 391752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 634490 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 196881937 | TotalRevenuePriorYear |
| Total Revenue Current Year | 203248675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 40683617 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 43444570 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 93376790 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 96683337 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3709987 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51836492 | OtherExpensePriorYear |
| Other Expenses Current Year | 50991246 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 185896899 | TotalExpensesPriorYear |
| Total Expenses Current Year | 191119153 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10985038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12129522 | RevenuesLessExpensesCY |
| Total Assets BOY | 280655014 | TotalAssetsBOY |
| Total Assets EOY | 289080402 | TotalAssetsEOY |
| Total Liabilities BOY | 48498898 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49549063 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 232156116 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 239531339 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MONMOUTH UNIVERSITY IS A COMPREHENSIVE INSTITUTION OF HIGHER EDUCATION COMMITTED TO EXCELLENCE AND INTEGRITY IN TEACHING, SCHOLARSHIP AND SERVICE. THROUGH ITS OFFERINGS IN LIBERAL ARTS, SCIENCES, AND PROFESSIONAL PROGRAMS, MONMOUTH UNIVERSITY EDUCATES AND PREPARES STUDENTS TO REALIZE THEIR POTENTIAL AS LEADERS AND TO BECOME ENGAGED CITIZENS IN A DIVERSE AND INCREASINGLY INTERDEPENDENT WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 158440841 | Expense |
| Grants | 43444570 | Grants |
| Revenue | 186717412 | Revenue |
| Description | HIGHER EDUCATION, RESEARCH AND PUBLIC SERVICE: THE EIGHT (8) SCHOOLS OF MONMOUTH UNIVERSITY (THE LEON HESS BUSINESS SCHOOL, THE SCHOOL OF EDUCATION, THE SCHOOL OF SOCIAL WORK, THE WAYNE D. MCMURRAY SCHOOL OF HUMANITIES AND SOCIAL SERVICES, THE MARJORIE K. UNTERBERG SCHOOL OF NURSING AND HEALTH STUDIES, THE SCHOOL OF SCIENCE, THE GRADUATE SCHOOL, AND THE HONORS SCHOOL) ENROLLED 4,375 FULL-TIME AND 325 PART-TIME UNDERGRADUATE STUDENTS AND 720 FULL-TIME AND 1,141 PART-TIME GRADUATE STUDENTS. IN SUPPORT OF OUR STUDENTS AND FACULTY, THE UNIVERSITY MAINTAINED A STRUCTURE OF DEPARTMENTS PERFORMING ACADEMIC SUPPORT, STUDENT SERVICES AND AUXILIARY ENTERPRISES. THE UNIVERSITY'S SCHOOLS AND DEPARTMENTS, AS WELL AS THE UNIVERSITY'S FIVE (5) INSTITUTES (THE INSTITUTE FOR GLOBAL UNDERSTANDING, THE KISLAK REAL ESTATE INSTITUTE, THE POLLING INSTITUTE, THE RAPID RESPONSE INSTITUTE AND THE URBAN COAST INSTITUTE), CONDUCTED RESEARCH AND PUBLIC SERVICE PROJECTS FUNDED BY INSTITUTIONAL, GOVERNMENT AND PRIVATE RESOURCES. FOR ADDITIONAL INFORMATION, PLEASE VISIT OUR WEBSITE AT WWW.MONMOUTH.EDU. | Description |
| Total Program Service Expense | 158440841 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9393 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3271 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PHILIP A BODNER | NamePerson |
| Telephone Number | 7325713407 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CEDAR AVENUE | AddressLine1 |
| City | WEST LONG BRANCH | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Paul G Gaffney II | |||||||
| President | 70.0 | X | X | 602370 | 66066 | ||
| Robert B Sculthorpe | |||||||
| Trustee and Chairman | 1.0 | X | X | 0 | 0 | ||
| Marcia Sue Clever | |||||||
| Trustee and Vice Chairman | 1.0 | X | X | 0 | 0 | ||
| John R Garbarino | |||||||
| Trustee and Treasurer | 1.0 | X | X | 0 | 0 | ||
| Michael A Plodwick | |||||||
| Trustee and Secretary | 1.0 | X | X | 0 | 0 | ||
| Jerome P Amedeo | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Virginia S Bauer | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Francis V Bonello | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Peter R Bruckmann | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Rosa Chaviano-Moran | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Dennis M Coleman | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| William P Dioguardi Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Marti S Egger | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| John A Greco Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Jan Greenwood | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Marianne Hesse | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Kenneth W Hitchner III | |||||||
| Trustee | 1.0 | X | |||||
| Frederick J Kaeli Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Robert E McAllan | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Henry D Mercer III | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Thomas J Michelli | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| H William Mullaney | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Tavit O Najarian | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Jeana M Piscatelli | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Thomas A Porskievies | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Steven J Pozycki | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| David A Reale | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| M Monica Sweeney | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Michelle Spicer Toto | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| James S Vaccaro | |||||||
| Trustee | 1.0 | X | 0 | 0 | |||
| Paul W Corliss | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Alan E Davis | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Judith Ann Eisenberg | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Alfred L Ferguson | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Harold L Hodes | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| John H Kessler | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Stephen M Parks | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| William B Roberts | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| Alfred J Schiavetti | |||||||
| Life Trustee | 1.0 | X | 0 | 0 | |||
| William Craig | |||||||
| VP for Finance | 55.0 | X | 265967 | 89958 | |||
| Thomas Pearson | |||||||
| Provost & VP Aca.Aff. | 55.0 | X | 255393 | 44285 | |||
| Patricia Swannack | |||||||
| VP for Administrative Services | 55.0 | X | 242431 | 40701 | |||
| Jeffrey Mills | |||||||
| VP for Instit. Advancement | 55.0 | X | 241517 | 85980 | |||
| Grey Dimenna | |||||||
| VP & General Counsel | 55.0 | X | 232945 | 20031 | |||
| Mary Anne Nagy | |||||||
| VP for Student Services | 55.0 | X | 205375 | 17754 | |||
| Marilyn McNeil | |||||||
| VP/Director Athletics | 55.0 | X | 201390 | 35297 | |||
| Robert McCaig | |||||||
| VP Enrollment Mgmt | 55.0 | X | 199659 | 25442 | |||
| Edward Christensen | |||||||
| VP/Info.Mgmt | 55.0 | X | 165043 | 37560 | |||
| Donald Moliver | |||||||
| Endowed Chair/Dir Real Estate/ | 40.0 | 234945 | 74688 | X | |||
| Datta Naik | |||||||
| Dean-Grad. School & Cont. Edu. | 40.0 | 201136 | 25762 | X | |||
| Stanton Green | |||||||
| Dean-School of Humanities & So | 40.0 | 181408 | 58440 | X | |||
| Anthony MacDonald | |||||||
| Dir. of Urban Coast Institute | 40.0 | 179584 | 32542 | X | |||
| Y Lal Mahajan | |||||||
| Associate Professor | 40.0 | 177050 | 37364 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3586213 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 691870 | TotalOtherCompensation |
| Number Individuals GT100 K | 131 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| IDS-100 PENN SQUARE EAST | PHILADELPHIA | PA | 19107 | FOOD SERVICE | 4669614 |
| KELSO CONSTRUCTION CO | |||||
| 2329 ROUTE 34 | MANASQUAN | NJ | 08736 | CONSTRUCTION Mgmt. | 3002688 |
| PASKILL STAPLETON LORD | |||||
| ONE ROBERTS AVENUE | GLENSIDE | PA | 190383497 | MARKETING | 1348354 |
| LL PAVING | |||||
| 3068 SHAFTO ROAD | TINTON FALLS | NJ | 07753 | PAVING CONTRACTOR | 574975 |
| RESILIENT ROOF COATINGs | |||||
| 177 PARSIPPANY ROAD | PARSIPPANY | NJ | 07054 | ROOFING CONTRACTOR | 425983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Federated Campaigns | 45400 | FederatedCampaigns |
| Fundraising Events | 1250952 | FundraisingEvents |
| Government Grants | 2272518 | GovernmentGrants |
| All Other Contributions | 7551553 | AllOtherContributions |
| Noncash Contributions | 828551 | NoncashContributions |
| Total Contributions | 11120423 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 156521887 | 156521887 | |
| AUXILIARY ENTERPRISES | 721310 | 26518891 | 26518891 | |
| GOVERNMENT CONTRACTS | 541700 | 377462 | 377462 | |
| OTHER | 900099 | 3883074 | 3299172 | $583,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 187301314 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1495970 | TotalRevenueColumn |
| Exclusion | $1,495,970 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62675 | TotalRevenueColumn |
| Exclusion | $62,675 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60488146 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57791668 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2696478 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2696478 | TotalRevenueColumn |
| Exclusion | $2,696,478 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 417968 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1250952 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 420953 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2985 | TotalRevenueColumn |
| Exclusion | -$2,985 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| CONFERENCE AND PROGRAM SERVICES | 722320 | 397363 | 397363 |
| FITNESS CENTER | 713940 | 77105 | 77105 |
| COPY CENTER | 561439 | 18513 | 18513 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81819 | TotalRevenueColumn |
| Unrelated Business Revenue | 81819 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 574800 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203248675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186717412 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 574800 | UnrelatedBusinessRevenue |
| Exclusion | $4,836,040 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146440 | Total |
| Program Services | 146440 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42609992 | Total |
| Program Services | 42609992 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688138 | Total |
| Program Services | 688138 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3154505 | Total |
| Management And General | 2820600 | ManagementAndGeneral |
| Fundraising | 333905 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186946 | Total |
| Management And General | 185346 | ManagementAndGeneral |
| Fundraising | 1600 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68922098 | Total |
| Program Services | 55257220 | ProgramServices |
| Management And General | 11763870 | ManagementAndGeneral |
| Fundraising | 1901008 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4175951 | Total |
| Program Services | 3341989 | ProgramServices |
| Management And General | 722584 | ManagementAndGeneral |
| Fundraising | 111378 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14808631 | Total |
| Program Services | 11512466 | ProgramServices |
| Management And General | 2905469 | ManagementAndGeneral |
| Fundraising | 390696 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5435206 | Total |
| Program Services | 4166300 | ProgramServices |
| Management And General | 1106367 | ManagementAndGeneral |
| Fundraising | 162539 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50008 | Total |
| Management And General | 50008 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154500 | Total |
| Management And General | 154500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113464 | Total |
| Management And General | 113464 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755417 | Total |
| Management And General | 755417 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8628067 | Total |
| Program Services | 7471512 | ProgramServices |
| Management And General | 993154 | ManagementAndGeneral |
| Fundraising | 163401 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2118051 | Total |
| Program Services | 696675 | ProgramServices |
| Management And General | 1421151 | ManagementAndGeneral |
| Fundraising | 225 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4214116 | Total |
| Program Services | 3223437 | ProgramServices |
| Management And General | 726209 | ManagementAndGeneral |
| Fundraising | 264470 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1619957 | Total |
| Program Services | 417434 | ProgramServices |
| Management And General | 1148329 | ManagementAndGeneral |
| Fundraising | 54194 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9792457 | Total |
| Program Services | 8243174 | ProgramServices |
| Management And General | 1451906 | ManagementAndGeneral |
| Fundraising | 97377 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2452102 | Total |
| Program Services | 2134744 | ProgramServices |
| Management And General | 281441 | ManagementAndGeneral |
| Fundraising | 35917 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657389 | Total |
| Program Services | 611574 | ProgramServices |
| Management And General | 44011 | ManagementAndGeneral |
| Fundraising | 1804 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1252686 | Total |
| Program Services | 1252686 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10239499 | Total |
| Program Services | 9411871 | ProgramServices |
| Management And General | 701668 | ManagementAndGeneral |
| Fundraising | 125960 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2465972 | Total |
| Program Services | 2188562 | ProgramServices |
| Management And General | 243572 | ManagementAndGeneral |
| Fundraising | 33838 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | 1187273 | 175907 | 994911 | 16455 |
| LIBRARY MATERIALS | 840235 | 840235 | ||
| BOOKSTORE MATERIALS | 2873879 | 2873879 | ||
| INDIRECT COST CHARGES | 173072 | 173072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1403102 | Total |
| Program Services | 1003534 | ProgramServices |
| Management And General | 384348 | ManagementAndGeneral |
| Fundraising | 15220 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191119153 | Total |
| Program Services | 158440841 | ProgramServices |
| Management And General | 28968325 | ManagementAndGeneral |
| Fundraising | 3709987 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2529210 | BOY |
| EOY | 7580750 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14044700 | BOY |
| EOY | 12152537 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016999 | BOY |
| EOY | 1043434 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1042522 | BOY |
| EOY | 1048581 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2189239 | BOY |
| EOY | 1484004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 268500835 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 113068270 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155264971 | BOY |
| EOY | 155432565 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40143097 | BOY |
| EOY | 50939820 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59499243 | BOY |
| EOY | 54466974 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4925033 | BOY |
| EOY | 4931737 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280655014 | BOY |
| EOY | 289080402 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10672641 | BOY |
| EOY | 11515729 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4414743 | BOY |
| EOY | 6335818 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19755065 | BOY |
| EOY | 18232617 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2477651 | BOY |
| EOY | 2306172 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11178798 | BOY |
| EOY | 11158727 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48498898 | BOY |
| EOY | 49549063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181676140 | BOY |
| EOY | 186169871 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22863934 | BOY |
| EOY | 25111535 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27616042 | BOY |
| EOY | 28249933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232156116 | BOY |
| EOY | 239531339 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280655014 | BOY |
| EOY | 289080402 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12129522 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4754299 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 226576 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 226576 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 190892577 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 191119153 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
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 | 267767 | CurrentYearMinus3 |
| Current Year Minus2 | 271025 | CurrentYearMinus2 |
| Current Year Minus1 | 231144 | CurrentYearMinus1 |
| Current Year | 226576 | CurrentYear |
| Total | 996512 | 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 |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 299200 | RevenuesIncluded |
| Assets In Part X | 807814 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 62589000 | BeginningOfYearBalance |
| Contributions | 996000 | Contributions |
| Investment Earnings Or Losses | -1956000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 561000 | GrantsOrScholarships |
| Other Expenditures | 651000 | OtherExpenditures |
| End Of Year Balance | 60417000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53309000 | BeginningOfYearBalance |
| Contributions | 680000 | Contributions |
| Investment Earnings Or Losses | 10473000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 727000 | GrantsOrScholarships |
| Other Expenditures | 1146000 | OtherExpenditures |
| End Of Year Balance | 62589000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41918000 | BeginningOfYearBalance |
| Contributions | 8062000 | Contributions |
| Investment Earnings Or Losses | 4889000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 534000 | GrantsOrScholarships |
| Other Expenditures | 1026000 | OtherExpenditures |
| End Of Year Balance | 53309000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55906000 | BeginningOfYearBalance |
| Contributions | 782000 | Contributions |
| Investment Earnings Or Losses | -13335000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 471000 | GrantsOrScholarships |
| Other Expenditures | 964000 | OtherExpenditures |
| End Of Year Balance | 41918000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6501287 | OtherCostOrOtherBasis |
| Book Value | 6501287 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1080000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 147509910 | OtherCostOrOtherBasis |
| Depreciation | 48602250 | Depreciation |
| Book Value | 99987660 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 328145 | OtherCostOrOtherBasis |
| Depreciation | 67490 | Depreciation |
| Book Value | 260655 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20126557 | OtherCostOrOtherBasis |
| Depreciation | 13827479 | Depreciation |
| Book Value | 6299078 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92954936 | OtherCostOrOtherBasis |
| Depreciation | 50571051 | Depreciation |
| Book Value | 42383885 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 155432565 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DOMESTIC EQUITY/FIXED INC FDS | 39471956 | F |
| COMMODITIES FUND | 3018629 | F |
| HEDGED EQUITY FUNDS | 7245724 | F |
| NON-MARKETABLE FUNDS | 4598308 | F |
| OTHER | 132357 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 54466974 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $128,329 |
| STUDENT LOAN GRANTS REFUNDABLE | $4,104,619 |
| ASSET RETIREMENT OBLIGATION | $6,925,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11158727 | TotalOfAmounts |
| Total Revenue | 203248675 | TotalRevenue |
| Total Expenses | 191119153 | TotalExpenses |
| Excess Or Deficit For Year | 12129522 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4754299 | NetUnrealizedGLOnInvestments |
| Other | -$288,000 | OtherAmount |
| Total Adjustments | -5042299 | TotalAdjustments |
| Excess Or Deficit Per FS | 7087223 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 154154329 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4754299 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1500 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -43298130 | OtherRevenues |
| Revenue Not Rptd F990 | -48050929 | RevenueNotRptdF990 |
| Revenue Subtotal | 202205258 | RevenueSubtotal |
| Investment Expenses Not Included | 755417 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 288000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1043417 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 203248675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 147067106 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1500 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 147065606 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 755417 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 43298130 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 44053547 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 191119153 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Schedule D, Part III, Line 4 | THE MONMOUTH UNIVERSITY PERMANENT ART COLLECTION SERVES AS A VITAL TEACHING TOOL AND IS AN INTEGRAL ASSET TO THE DEPARTMENT OF ART AND DESIGN, THE UNIVERSITY CAMPUS AS A WHOLE, AND THE VISITING PUBLIC. THROUGH COMPLIMENTING UNIVERSITY GALLERY EXHIBITIONS and LECTURES AND WORKSHOPS BY VISITING ARTISTS AND HISTORIANS, THE UNIVERSITY COLLECTION PROVIDES STUDENTS, FACULTY AND THE GENERAL PUBLIC AT LARGE WITH ACCESS TO IMPORTANT PIECES OF ART. THE PERMANENT COLLECTION IS FREQUENTLY ON DISPLAY, SHOWCASING WORKS OF ART. THE UNIVERSITY COLLECTION IS ALSO MADE AVAILABLE TEMPORARILY, PER REQUEST, TO OTHER EDUCATIONAL INSTITUTIONS FOR EXHIBITION AND SCHOLARLY RESEARCH. FOR EXAMPLE, THE COLLECTION CONTAINS SUBTANTIAL WORKS BY LEWIS MUMFORD AND JACOB LANDAU. WITH PROPER APPROVALS, THESE WORKS ARE MADE AVAILABLE ON LOAN TO REQUESTING INSTITUTIONS. | |
| Schedule D, Part V, Line 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIPS, FACULTY CHAIRS, INSTRUCTION, ACADEMIC SUPPORT, AND OPERATION AND MAINTENANCE OF THE PHYSICAL PLANT. | |
| Schedule D, Part X | The university is an organization described under section 501(c)(3) of the Internal Revenue Code (the code) and, therefore, is exempt from federal income taxes under section 501(a) of the code. There are certain transactions that could be deemed unrelated business income and could result in a tax liability. Management reviews transactions to estimate potential tax liabilities using a threshold of more likely than not. It is management's estimation that there are no material tax liabilities that need to be recorded. | Fin 48 |
| Schedule D, Part XI, Line 8 | Non-cash contributions received during the fiscal year ended June 30, 2012 included in Form 990, Part VIII, line 1g that were recorded in the audited financial statements during the following fiscal year ending June 30, 2013. | Reconciliation of Change in Net Assets |
| Schedule D, Part XII, Line 2d and 4b | Line 2d Tuition Discount $42,214,750 Room & Board Discount $1,083,380 ---------- $43,298,130 ========== Line 4b Non-cash contributions received during the fiscal year ended June 30, 2012 included in Form 990, Part VIII, line 1g that were recorded in the audited financial statements during the following fiscal year ending June 30, 2013. | reconciliation of revenue |
| Schedule D, Part XIII, LIne 4b | Tuition Discount $42,214,750 Room & Board Discount $1,083,380 ---------- $43,298,130 ========== | Reconciliation of Expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 3 | Monmouth University makes its racially nondiscriminatory policy public through Newspaper Announcements. |
| Part I, Line 6a | The University receives grants from federal and state governmental agencies for various purposes including student financial aid, research and training. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | Study Abroad Students | 590518 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Study Abroad Students | 97620 |
| Central America and the Caribbean | 0 | 0 | Investments | 14578299 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Study Abroad Program | 637188 |
| East Asia and the Pacific | 0 | 0 | Program Services | Study Abroad Program | 217330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 16120955 | SubtotalAmountSpent |
| Total Amount Spent | 16120955 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| Study Abroad Students | Europe/Iceland/Greenland | 43 | 590518 |
| Study Abroad Students | East Asia/Pacific | 25 | 97620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | MONMOUTH UNIVERSITY GRANTS, INCLUDING THOSE GRANTS RELATED TO STUDENTS PARTICIPATING IN OUR STUDY ABROAD PROGRAM, TAKE THE FORM OF SCHOLARSHIPS AWARDED BY OUR FINANCIAL AID OFFICE FOR TUITION, ROOM, BOARD AND BOOKS. THE SCHOLARSHIPS ARE AWARDED IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED FOR EACH SCHOLARSHIP AND ARE ADMINISTERED BY THE FINANCIAL AID OFFICE. CREDITING OF SCHOLARSHIPS TO STUDENT ACCOUNTS IS ADMINISTERED BY THE BURSAR'S OFFICE. THE SCHOLARSHIPS REPORTED HERE WERE GRANTED TO MONMOUTH UNIVERSITY STUDENTS WHILE THEY WERE STUDYING ABROAD AND REPORTED IN ACCCORDANCE WITH THE SCHEDULE F INSTRUCTIONS AND THE IRS'S FILING TIPS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | gaffney roast | NameOfEvent1 |
| Gross Receipts Event1 | 1050734 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 921178 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 129556 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 94319 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 30084 | OtherDirectExpensesEvent1 |
| Name Of Event2 | R.e.i. awards | NameOfEvent2 |
| Gross Receipts Event2 | 242190 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 153460 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 88730 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 60186 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 19044 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 10886 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 375996 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 176314 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 199682 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 28271 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 87415 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 35365 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 55133 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1668920 | GrossReceiptsTotal |
| Charitable Contributions Total | 1250952 | CharitableContributionsTotal |
| Gross Revenue Total Events | 417968 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 28271 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 241920 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 54659 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 96103 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 420953 | DirectExpenseSummaryEvents |
| Net Income Summary | -2985 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Borough of West Long Branch | |||||||
| 967 Broadway | West long branch | NJ | 07764 | 216001351 | Borough of WLB | 34933 | general support/fire engine |
| Two river Theater Co | |||||||
| 21 Bridge Ave | Red bank | NJ | 07701 | 521857767 | 501(c)(3) | 35000 | General Support |
| Greater Long Branch Chamber | |||||||
| PO Box 628 | Long Branch | NJ | 07740 | 210502065 | 501(c)(6) | 9510 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Tuition Discount | 5867 | 42214750 |
| Auxiliary Enterprise Discount | 151 | 1083380 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | MONMOUTH UNIVERSITY GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS ARE MODEST AND ARE APPROVED BY OUR OFFICE OF PUBLIC AFFAIRS AND MONITORED BY THE PRESIDENT'S CABINET. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS TAKE THE FORM OF SCHOLARSHIPS TO OUR STUDENTS. THE SOURCE OF FUNDING OF THESE SCHOLARSHIPS MAY BE UNIVERSITY INSTITUTIONAL FUNDS, GOVERNMENT FUNDS OR DONOR FUNDS. UNIVERSITY FUNDED SCHOLARSHIPS ARE ADMINISTERED BY THE UNIVERSITY'S financial aid office, BOTH GRADUATE AND UNDERGRADUATE, AND AWARDED USING A CALCULATION DRIVEN BY PRIOR ACADEMIC PERFORMANCE STATISTICS. GOVERNMENT FUNDED SCHOLARSHIPS ARE AWARDED BY THE UNIVERSITY'S FINANCIAL AID OFFICE WITH STRICT ADHERENCE TO GOVERNMENT REGULATIONS AND AWARD CRITERIA. DONOR FUNDED SCHOLARSHIPS, WHETHER SPONSORED OR ENDOWED, ARE AWARDED BY THE UNIVERSITY'S FINANCIAL AID OFFICE WITH STRICT ADHERENCE TO THE DONOR'S WRITTEN AWARD CRITERIA. THE UNIVERSITY'S DEVELOPMENT OFFICE WORKS WITH THE DONOR AT THE TIME OF THE GIFT TO ESTABLISH THE WRITTEN AWARD CRITERIA AND THESE CRITERIA ARE MAINTAINED FOR REFERENCE IN BOTH THE UNIVERSITY'S DEVELOPMENT AND FINANCIAL AID OFFICES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| Paul G Gaffney II | |||||
| 449378 | 141600 | 11392 | 19600 | 46466 | 668436 |
| William Craig | |||||
| 253981 | 10000 | 1986 | 19600 | 70358 | 355925 |
| Thomas Pearson | |||||
| 252249 | 3144 | 19600 | 24685 | 299678 | |
| Patricia Swannack | |||||
| 232445 | 8000 | 1986 | 19033 | 21668 | 283132 |
| Jeffrey Mills | |||||
| 240533 | 984 | 19600 | 66380 | 327497 | |
| Grey Dimenna | |||||
| 230488 | 2457 | 18527 | 1504 | 252976 | |
| Mary Anne Nagy | |||||
| 203704 | 1671 | 16384 | 1370 | 223129 | |
| Marilyn McNeil | |||||
| 198054 | 3336 | 16115 | 19182 | 236687 | |
| Robert McCaig | |||||
| 199252 | 407 | 16108 | 9334 | 225101 | |
| Edward Christensen | |||||
| 165043 | 13523 | 24037 | 202603 | ||
| Donald Moliver | |||||
| 220844 | 14101 | 18251 | 56437 | 309633 | |
| Datta Naik | |||||
| 197544 | 3592 | 16018 | 9744 | 226898 | |
| Stanton Green | |||||
| 178785 | 2623 | 14686 | 43754 | 239848 | |
| Anthony MacDonald | |||||
| 172378 | 7206 | 14061 | 18481 | 212126 | |
| Y Lal Mahajan | |||||
| 153165 | 23885 | 12625 | 24739 | 214414 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Line 1a | housing allowance or residence for personal use | FOR THE BENEFIT AND CONVENIENCE OF THE UNIVERSITY IN HAVING THE FUNCTIONS OF THE OFFICE OF THE PRESIDENT EFFICIENTLY DISCHARGED AND AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED BY THE BOARD OF TRUSTEES TO RESIDE IN A HOME LOCATED ON CAMPUS AND PROVIDED BY THE UNIVERSITY AT ITS EXPENSE. SPACE PROVIDED IN THE PRESIDENT'S RESIDENCE FOR PRIVATE USE IS REPORTED AS COMPENSATION ON FORM 990. |
| Line 1a | tax indemnification and gross-up payments | THE BOARD OF TRUSTEES HAS INCLUDED IN THE PRESIDENT'S COMPENSATION PACKAGE REIMBURSEMENT FOR FINANCIAL PLANNING COSTS. THIS REIMBURSEMENT IS GROSSED UP TO COVER THE APPLICABLE TAXES AND REPORTED AS COMPENSATION ON THE PRESIDENT'S W-2 AND ON FORM 990. |
| Line 1a | health or social club dues AND initiation fees | THE BOARD OF TRUSTEES REQUIRES THE UNIVERSITY TO MAINTAIN FOR THE PRESIDENT A MEMBERSHIP WITH A LOCAL GOLF CLUB SOLELY TO BE USED FOR UNIVERSITY FUNDRAISING, FRIEND RAISING AND OTHER UNIVERSITY BUSINESS. THE PRESIDENT MAY NOT USE THIS MEMBERSHIP FOR PERSONAL USE. THIS MEMBERSHIP IS INCLUDED AS NON-TAXABLE COMPENSATION ON FORM 990. |
| Line 1a | Personal services | THE PRESIDENT'S RESIDENCE MANAGER SPENDS A MAXIMUM OF ONE DAY PER WEEK ON PERSONAL MATTERS OF THE PRESIDENT FOR HIS APARTMENT WITHIN THE RESIDENCE. THE VALUE OF THIS SERVICE IS INCLUDED AS COMPENSATION ON THE PRESIDENT'S W2 AND ON FORM 990. |
| Line 7 | Non-Fixed Payments | Members of the President's Cabinet receive bonuses at the discretion of the President. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 15000 | AmountOfGrant |
| Type Of Assistance | TUITION DISC | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| William E Fitzgerald PE | |||
| Family member of Officer | 235025 | Engineering Services | false |
| Brott Realty | |||
| part-owner is a trustee | 1195117 | Leasing of Student Housing | false |
| Oceanfirst Bank | |||
| Officer is a trustee | 2660074 | Loan Payments | false |
| Diane Fitzgerald | |||
| Family member of officer | 43970 | Employee Compensation | false |
| James Gaul | |||
| Family member of officer | 81349 | Employee Compensation | false |
| carol mcarthur-amedeo | |||
| Family member of trustee | 52958 | employee compensation | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | ALL TRANSACTIONS DISCLOSED ON SCHEDULE L ARE MADE AT ARMS-LENGTH TERMS AND NONE ARE INFLUENCED BY THE RELATIONSHIPS THAT EXIST WITH THE INTERESTED PERSONS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 299200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | expert | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 381752 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies |
Taxidermy Taxidermy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | expert | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | software | 2 | 144000 | SALE OF SIMILAR ITEM |
| X | auctions and prizes | 326 | 0 | N/A |
| X | UNIVERSITY EVENT FOOD | 7 | 0 | N/A |
| X | IT/MEDIA EQUIPMENT | 3 | 0 | N/A |
| X | SIGNAGE AND OTHER | 8 | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 32 | The University uses a stockbroker to sell gifts of securities. |
| Part I, Line 33 | The university only records revenue for non-cash contributions meeting the following criteria: 1) Items added to our equipment inventory with a value of $1,000 or more and have a useful life of one year or more, and 2) works of art of historical treasures added to our collection, and 3) securities. Some of the items reported on line 25 met these criteria (see attachment 1). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part VI, Section A, Line 1a | There are three classes of trustees who serve on the Board of Trustees: regular trustees, life trustees and trustees emeriti. Life trustees are eligible to be elected after distinctive service on the Board for two full terms as a regular trustee. Trustees emeriti are eligible to be elected after distinctive service for at least fives years as a life trustee. Trustee emeriti may vote at committee meetings but not at full board meetings. There are five members of the Board of Trustees who are trustee emeriti. The Board of Trustees has an Executive Committee that is authorized to act on behalf of the full Board of Trustees. The Executive Committee is composed of the four officers of the Board (Chair, Vice Chair, Treasurer and Secretary), the Chairs of all standing committees, two at-large members of the Board appointed by the Chair and the President of the University. All members of the Executive Committee are members of the Board of Trustees. The Executive Committee may take any action that the full Board of Trustees is authorized to take with certain exceptions. The Executive Committee may not: take any action inconsistent with a prior act of the full Board of Trustees, award degrees (other than honorary degrees), select or appoint trustees or officers, change the University's mission or purpose, sell the University's assets, adopt the annual budget, alter bylaws, remove or appoint the President or take any action specifically reserved to the full Board of Trustees. The Executive Committee also has authority to purchase, manage and sell land, buildings and capital equipment costing between $250,000 and $500,000. The Executive Committee may also take any action delegated to it by the full Board of Trustees. | |
| Part VI, Section B, Line 11b | The Board of Trustees has designated the Audit Committee to be responsible for the review of Form 990 prior to submission to the Internal Revenue Service. This responsibility is included in the Audit Committee's Charter. A final draft of the Form 990 is presented to the Audit Committee at a regular meeting for their review and comment. Modifications resulting from the review, if any, are made before filing the form. In addition, an email is sent out to each member of the Board letting them know the draft is available for review and to allow them an opportunity to comment on it. All board members receive a copy of the final version of the Form 990 prior to filing. | |
| Part VI, Section B, Line 12C | The Board of Trustees has a Code of Ethics, as well as a provision in its bylaws, which deals with conflicts of interest. Also, members of the Board and the President's Cabinet Officers complete an annual disclosure statement setting forth their business and other interests. Review of situations to determine a conflict are carried out by the University's Vice President and General Counsel and if necessary the Board's Executive Committee. Board members found to have a conflict on a particular item recuse themselves from participating and voting in connection with that item. Such recusals are placed on the record. | |
| Part VI, Section B, Line 15a | The process for determining compensation for the President of the University is set forth in the University's Executive Compensation Policy. Pursuant to that policy, the Board's Compensation Committee (all of whom are independent) and the Vice President and General Counsel review comparable compensation data provided by an independent outside consultant and make compensation recommendations to the full Board of Trustees as to the compensation for the President of the University. Minutes of both the Compensation Committee and the Board of Trustees meetings concerning such actions are reviewed and approved by both bodies. The President's compensation was last set by this process in June 2012. | |
| Part VI, Section B, Line 15b | The process for determining compensation for the President's Cabinet Officers is set forth in the University's Executive Compensation Policy. Compensation determinations for Officers are determined by the President of the University after review of comparable compensation data provided by an independent outside consultant. Those compensation decisions are reported by the President to the Compensation Committee. | |
| Part VI, Section C, Line 19 | Monmouth University does not currently make its governing documents available to the general public. Both the University's conflict of interest policy and financial statements are available on the University's web page. | |
| Part XI, Line 5 | Net unrealized loss on investments ($4,754,299) | Reconciliation of net Assets - other |