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SYRACUSE UNIVERSITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SYRACUSE UNIVERSITY (EIN 15-0532081)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-15
IRS object ID
201301359349301195
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T09:27:02-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN150532081EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SYRACUSE UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% REBECCA L FOOTECOMPTROLLERInCareOfName
Name ControlSYRANameControl
Phone3154433765Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1SKYTOP OFFICE BLDG SKYTOP RDAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code132445300ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameREBECCA L FOOTEName
TitleCOMPTROLLERTitle
Date Signed2013-05-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonNANCY CANTORNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CROUSE HINDS HALL SUITE 620AddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13244ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1360803117GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SYR.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1870YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionSYRACUSE UNIVERSITY(SU) IS A NON-PROFIT UNIVERSITY DEVOTED TO EDUCATION, RESEARCH AND PUBLIC ENGAGEMENT.ActivityOrMissionDescription
Nbr Voting Members Governing Body62NbrVotingMembersGoverningBody
Nbr Independent Voting Members60NbrIndependentVotingMembers
Total Nbr Employees17167TotalNbrEmployees
Total Nbr Volunteers2314TotalNbrVolunteers
Total Gross UBI15500844TotalGrossUBI
Net Unrelated Business Txbl Income-218006NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year82099337ContributionsGrantsPriorYear
Contributions Grants Current Year68936064ContributionsGrantsCurrentYear
Program Service Revenue Prior Year932120989ProgramServiceRevenuePriorYear
Program Service Revenue CY978383805ProgramServiceRevenueCY
Investment Income Prior Year79667700InvestmentIncomePriorYear
Investment Income Current Year33292640InvestmentIncomeCurrentYear
Other Revenue Prior Year2038101OtherRevenuePriorYear
Other Revenue Current Year932521OtherRevenueCurrentYear
Total Revenue Prior Year1095926127TotalRevenuePriorYear
Total Revenue Current Year1081545030TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year255034502GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY265738798GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year474738747SalariesEtcPriorYear
Salaries Etc Current Year488275305SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year16768208TotalFundrsngExpCurrentYear
Other Expense Prior Year283916160OtherExpensePriorYear
Other Expenses Current Year319201102OtherExpensesCurrentYear
Total Expenses Prior Year1013689409TotalExpensesPriorYear
Total Expenses Current Year1073215205TotalExpensesCurrentYear
Revenues Less Expenses Prior Year82236718RevenuesLessExpensesPriorYear
Revenues Less Expenses CY8329825RevenuesLessExpensesCY
Total Assets BOY2239201408TotalAssetsBOY
Total Assets EOY2278730399TotalAssetsEOY
Total Liabilities BOY634444111TotalLiabilitiesBOY
Total Liabilities EOY747360080TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1604757297NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1531370319NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSYRACUSE UNIVERSITY(SU) IS A NON-PROFIT UNIVERSITY DEVOTED TO EDUCATION, RESEARCH AND PUBLIC ENGAGEMENT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense568680789Expense
Grants259519740Grants
Revenue698917192Revenue
DescriptionINSTRUCTION AND DEPARTMENTAL RESEARCH: EXPENDITURES IN THIS AREA INCLUDE SALARIES AND BENEFITS FOR FACULTY, SCHOLARSHIPS AND GRANTS TO STUDENTS, AND SUPPORT FOR FACILITIES AND EQUIPMENT, CONDUCTED FOR THE BENEFIT OF APPROXIMATELY 14,000 FULL-TIME UNDERGRADUATE AND 4,500 GRADUATE STUDENTS ENROLLED AT SYRACUSE UNIVERSITY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense72201905Expense
Revenue72201905Revenue
DescriptionSPONSORED RESEARCH AND OTHER RELATED ACTIVITIES: EXPENDITURES IN THIS AREA ARE FOR RESEARCH AND SIMILAR ACTIVITY FUNDED BY GRANTS FROM THE PUBLIC, PRIVATE, AND NON-PROFIT SECTORS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense168702984Expense
Grants6194058Grants
Revenue182649521Revenue
DescriptionAUXILIARY SERVICES: EXPENDITURES IN THIS AREA ARE FOR THE INFRASTRUCTURE THAT SUPPORTS SYRACUSE UNIVERSITY'S MISSION INCLUDING HOUSING, DINING, AND BOOKS, INSTRUCTIONAL MATERIALS AND OTHER GOODS AND SERVICES.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp215152181TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt25000TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev24615187TotalOfOtherProgramServiceRev
Total Program Service Expense1024737859TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10961956NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees17167NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCINameOfForeignCountry
Name Of Foreign CountryCHNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members62NbrVotingGoverningBodyMembers
Number Independent Voting Members60NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonREBECCA L FOOTECOMPTROLLERNamePerson
Telephone Number3154433765TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1SKYTOP OFFICE BUILDINGAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13244ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (96 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
JOANNE F ALPER
TRUSTEE10.0X000
MARTIN N BANDIER
TRUSTEE1.0X000
STEVEN W BARNES
TRUSTEE3.0X000
MICHAEL M BILL
TRUSTEE1.0X000
LEE N BLATT
TRUSTEE1.0X000
JAMES V BREUER
TRUSTEE3.0X000
JOHN E BREYER
TRUSTEE1.0X000
JOHN H CHAPPLE
TRUSTEE1.0X000
ANGEL COLLADO-SCHWARZ
TRUSTEE1.0X000
WENDY H COHEN
TRUSTEE1.0X000
DANIEL A D'ANIELLO
TRUSTEE1.0X000
DARLENE T DEREMER
TRUSTEE1.0X000
ROBERT E DINEEN JR
TRUSTEE3.0X000
NICHOLAS M DONOFRIO
TRUSTEE1.0X000
DAVID G EDELSTEIN
TRUSTEE1.0X000
DAVID B FALK
TRUSTEE1.0X000
WINSTON C FISHER
TRUSTEE1.0X000
DAVID M FLAUM
TRUSTEE1.0X000
STUART FRANKEL
TRUSTEE1.0X000
ALAN GERRY
TRUSTEE1.0X000
LOLA A GOLDRING
TRUSTEE1.0X000
KENNETH E GOODMAN
TRUSTEE10.0X000
MELANIE GRAY
TRUSTEE10.0X000
RICHARD L HAYDON
TRUSTEE1.0X000
JOSHUA H HEINTZ
TRUSTEE1.0X000
JERROLD A HELLER
TRUSTEE1.0X000
GEORGE P HICKER
TRUSTEE1.0X000
PETER A HORVITZ
TRUSTEE3.0X000
SHARON H JACQUET
TRUSTEE3.0X000
BERNARD R KOSSAR
TRUSTEE1.0X000
JAMES D KUHN
TRUSTEE3.0X000
CHRISTINE E LARSEN
TRUSTEE1.0X000
ROBERT R LIGHT
TRUSTEE1.0X000
ARTHUR LIU
TRUSTEE1.0X000
DONALD T MACNAUGHTON
TRUSTEE1.0X000
THEODORE A MCKEE
TRUSTEE1.0X000
DONOVAN J MCNABB
TRUSTEE1.0X000
JACK W MILTON
TRUSTEE1.0X000
ROBERT J MIRON
TRUSTEE1.0X000
JAMES A MONK
TRUSTEE3.0X000
JUDITH C MOWER
TRUSTEE1.0X000
SAMUEL G NAPPI
TRUSTEE1.0X000
ALEXANDER G NASON
TRUSTEE1.0X000
MARK A NEPORENT
TRUSTEE1.0X000
JOAN A NICHOLSON
TRUSTEE1.0X000
DERYCK A PALMER
TRUSTEE3.0X000
REINALDO PASCUAL
TRUSTEE1.0X000
DORIS L PAYSON
TRUSTEE1.0X000
HOWARD G PHANSTIEL
TRUSTEE10.0X000
H JOHN RILEY JR
TRUSTEE3.0X000
ERIC ROTHFELD
TRUSTEE1.0X000
JUDITH G SEINFELD
TRUSTEE3.0X000
BRIAN D SPECTOR
TRUSTEE1.0X000
ANN M STEVENSON
TRUSTEE1.0X000
ROBERT P TAISHOFF
TRUSTEE1.0X000
RICHARD L THOMPSON
TRUSTEE20.0X000
MICHAEL THONIS
TRUSTEE3.0X000
DIANE WEATHERS
TRUSTEE1.0X000
THOMAS C WILMOT SR
TRUSTEE3.0X000
MICHAEL D WOHL
TRUSTEE1.0X000
ABDALLAH H YABROUDI
TRUSTEE1.0X000
SAMUEL J ZAMARIPPA
TRUSTEE1.0X000
SHERBURNE B ABBOTT
VP-SUSTAINABILITY INITIATIVES60.0178494013392X
KAREN L ALSTON
SENIOR VP HUMAN CAPITAL DEV.60.0241671037079X
NICOLE L BROWN
VP MARKETING & COMMUNICATIONS60.0163964017532X
NANCY CANTOR
CHANCELLOR AND PRESIDENT60.06484040290557X
THOMAS S EVANS
SR. VP & GENERAL COUNSEL60.09068015550X
REBECCA L FOOTE
COMPTROLLER60.0179978029367X
MARILYN R HIGGINS
VP FOR COMMUNITY ENGAGEMENT60.0204181032804X
RUTH E KAPLAN
VP FOR EXTERNAL AFFAIRS60.0257629028002X
GINA LEE-GLAUSER
VP FOR RESEARCH60.0224548044258X
LOUIS G MARCOCCIA
EXECUTIVE VP AND CFO60.0539193076948X
JENA PRIDEAUX MCWHA
VP FOR BUSINESS OPERATIONS60.0198608032247X
CHARLES P MERRIHEW
VP-ADMIN. AND ENGAGEMENT60.0263376046500X
ELIZABETH O'ROURKE
VP FOR PRINCIPAL GIFTS60.0258862040454X
KEVIN C QUINN
SENIOR VP FOR PUBLIC AFFAIRS60.0228164042419X
F THOMAS ROSE III
CHRO/VP HUMAN CAPITAL DEV.60.0000X
DONALD A SALEH
VP FOR ENROLLMENT MGMT.60.0259307034064X
CHRISTOPHER M SEDORE
VP FOR IT AND CIO60.0286443042214X
BRIAN C SISCHO
VP FOR DEVELOPMENT60.0248419043112X
ERIC F SPINA
VICE CHANCELLOR AND PROVOST60.0448828073454X
MARY ANN TYSZKO
VP-STRATEGIC DEV. & INNOVATION60.0276202018283X
THOMAS J WALSH
EXEC VP FOR INST'L ADVANCEMENT60.04129090106311X
BARBARA L WELLS
TREASURER60.0209070050094X
THOMAS V WOLFE
SR VP & DEAN OF STUDENT AFFAIR60.0211665046031X
YOULONDA MORGAN
ASSOC VP FOR ENROLLMENT MGMT60.0210501041604X
GEORGE M LANGFORD
DEAN/PROFESSOR60.0373188013469X
PETER WEBBER
DIRECTOR OF AUXILIARY SERVICES60.0208474085520X
JAMES A BOEHEIM JR
BASKETBALL COACH60.016947060123955X
DOUGLAS C MARRONE
FOOTBALL COACH60.0983185048468X
DARYL J GROSS
DIRECTOR OF ATHLETICS60.0605584048126X
PETER D BLANCK
UNIVERSITY PROFESSOR60.0419546079395X
MELVIN T STITH
DEAN/PROFESSOR60.0449516034478X
PAUL B GANDEL
PROFESSOR60.0181950026950X
BEN R WARE
DEAN OF GRAD. SCHOOL/PROFESSOR60.0238283041340X
CATHRYN R NEWTON
PROFESSOR60.0234007040959X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11547923TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1744936TotalOtherCompensation
Number Individuals GT100 K583NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcestrueCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BOND SCHOENECK KING PLLC
ONE LINCOLN CENTERSYRACUSENY132021324ATTORNEYS4003580
GLUCKMAN MAYNER ARCHITECTS
250 HUDSON STREETNEW YORKNY100131413ARCHITECTS2139862
PETERSON GUADAGNOLO CONSULTING ENGI
476 EAST BRIGHTON AVESYRACUSENY132104144ENGINEERS709715
BELL SPINA PC
THE BINDERY SUITE 201 215 WYOMINGSYRACUSENY132042928ARCHITECTS702115
BOHLIN CYWINSKI JACKSON
8 WEST MARKET ST SUITE 1200WILKESBARREPA187011809ARCHITECTS548147
FieldValueIRS element (for citing)
Number Of Contractors GT100 K165NumberOfContractorsGT100K
Fundraising Events399051FundraisingEvents
Government Grants8694384GovernmentGrants
All Other Contributions59842629AllOtherContributions
Noncash Contributions5629180NoncashContributions
Total Contributions68936064TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
INSTRUCTION/DEPT RESEARCH611600698917192698917192
SPONSORED RESEARCH6116007220190572201905
AUXILIARY-RELATED ACTIVITIES611710176550532176550532
AUXILIARY-UNRELATED ACTIVITIES54190060989896098989
SHERATON SU HOTEL/CONF CTR7211101289164230398499851793

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column11723545TotalRevenueColumn
Related Or Exempt Function Income11723545RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue978383805TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column12268975TotalRevenueColumn
Exclusion$12,268,975ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column4807TotalRevenueColumn
Exclusion$4,807ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column848866TotalRevenueColumn
Exclusion$848,866ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1182331Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real850013Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real332318Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column332318TotalRevenueColumn
Exclusion$332,318ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities298841367Securities
Other318183Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities277219794Securities
Other920898Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities21621573Securities
Other-602715Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column21018858TotalRevenueColumn
Unrelated Business Revenue-315423UnrelatedBusinessRevenue
Exclusion$21,334,281ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events153234GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events399051CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses267382FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-114148TotalRevenueColumn
Exclusion-$114,148ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenue
LOSS FROM PARTNERSHIP/ S CORP525990-150517-150517
TRAVEL TOURS5419001600216002
FieldValueIRS element (for citing)
Total Other Revenue-134515TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1081545030TotalRevenueColumn
Related Or Exempt Function Income962433023RelatedOrExemptFunctionIncome
Unrelated Business Revenue15500844UnrelatedBusinessRevenue
Exclusion$34,675,099ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total225000Total
Program Services225000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total254857410Total
Program Services254857410ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total10656388Total
Program Services10656388ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total8079712Total
Program Services1031652ProgramServices
Management And General5362697ManagementAndGeneral
Fundraising1685363Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total1185810Total
Program Services1185810ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total357261113Total
Program Services343571017ProgramServices
Management And General6646328ManagementAndGeneral
Fundraising7043768Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total27708785Total
Program Services26622934ProgramServices
Management And General522336ManagementAndGeneral
Fundraising563515Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total70973010Total
Program Services66622537ProgramServices
Management And General2551406ManagementAndGeneral
Fundraising1799067Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total23066875Total
Program Services21748439ProgramServices
Management And General772472ManagementAndGeneral
Fundraising545964Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9828574Total
Program Services1948524ProgramServices
Management And General7863276ManagementAndGeneral
Fundraising16774Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total688567Total
Management And General688567ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total308335Total
Program Services308335ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2423276Total
Management And General2423276ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total19384171Total
Program Services18809572ProgramServices
Management And General213821ManagementAndGeneral
Fundraising360778Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3003585Total
Program Services2820869ProgramServices
Management And General53012ManagementAndGeneral
Fundraising129704Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total31997772Total
Program Services29799501ProgramServices
Management And General1057592ManagementAndGeneral
Fundraising1140679Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total10234526Total
Program Services9905851ProgramServices
Management And General176549ManagementAndGeneral
Fundraising152126Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total430217Total
Program Services430217ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total52727238Total
Program Services51017189ProgramServices
Management And General1141217ManagementAndGeneral
Fundraising568832Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total34974693Total
Program Services33417596ProgramServices
Management And General292032ManagementAndGeneral
Fundraising1265065Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4433348Total
Program Services4058444ProgramServices
Management And General13799ManagementAndGeneral
Fundraising361105Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total16002000Total
Program Services16002000ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total56201924Total
Program Services54377977ProgramServices
Management And General1204527ManagementAndGeneral
Fundraising619420Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1127377Total
Program Services1127377ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
COGS-AUXILIARIES2498243524982435
RENTALS-OTHER784869077758351131361542
ATHLETIC EVENT COSTS23178642317864
UNRELATED BUS. INCOME TAX4059340593

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total40245917Total
Program Services39117086ProgramServices
Management And General674325ManagementAndGeneral
Fundraising454506Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1073215205Total
Program Services1024737859ProgramServices
Management And General31709138ManagementAndGeneral
Fundraising16768208Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7425077BOY
EOY8182028EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY70765028BOY
EOY103059836EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY94323645BOY
EOY94990070EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY23714509BOY
EOY79479123EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY8762478BOY
EOY9750707EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10278449BOY
EOY10753445EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1690814096LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec781148266LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY902392729BOY
EOY909665830EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY516692284BOY
EOY376767050EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY566695182BOY
EOY649600992EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY30218804BOY
EOY31525531EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY7933223BOY
EOY4955787EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2239201408BOY
EOY2278730399EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY154215928BOY
EOY227738596EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY28576560BOY
EOY26260762EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY338059786BOY
EOY386844643EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1537932BOY
EOY1527575EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY10670000BOY
EOY10010000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY101383905BOY
EOY94978504EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY634444111BOY
EOY747360080EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1081634100BOY
EOY996435643EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY173218990BOY
EOY163895960EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY349904207BOY
EOY371038716EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1604757297BOY
EOY1531370319EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2239201408BOY
EOY2278730399EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses8329825ReconcilationRevenueExpenses
Reconcilation Other Changes-81716803ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$2,250GrantsOtherOrganizationsAmount
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$399,618DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$1,200OtherActivitiesAmount
Total Lobbying Expenditures IIB403068TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITIESIdentifier
Return ReferencePART II-B, LINE 1IReturnReference
ExplanationANNUAL STUDENT LOBBY DAY IN ALBANY, NY $ 1,200 ---------- TOTAL PART II-B LINE 1I $ 1,200 ---------- ----------Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included1873750RevenuesIncluded
Assets In Part X52023804AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

FieldValueIRS element (for citing)
Collection Used For Other PurposesXCollectionUsedForOtherPurposes
Description Of Other PurposesCLASSROOM TEACHINGDescriptionOfOtherPurposes
FieldValueIRS element (for citing)
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance890579165BeginningOfYearBalance
Contributions63785156Contributions
Investment Earnings Or Losses19037950InvestmentEarningsOrLosses
Grants Or Scholarships9935847GrantsOrScholarships
Other Expenditures44674815OtherExpenditures
Administrative Expenses2269945AdministrativeExpenses
End Of Year Balance916521664EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance617218033BeginningOfYearBalance
Contributions216483897Contributions
Investment Earnings Or Losses119518112InvestmentEarningsOrLosses
Grants Or Scholarships10832174GrantsOrScholarships
Other Expenditures49554166OtherExpenditures
Administrative Expenses2254537AdministrativeExpenses
End Of Year Balance890579165EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance556869570BeginningOfYearBalance
Contributions10926980Contributions
Investment Earnings Or Losses106225383InvestmentEarningsOrLosses
Grants Or Scholarships11976235GrantsOrScholarships
Other Expenditures42030917OtherExpenditures
Administrative Expenses2796748AdministrativeExpenses
End Of Year Balance617218033EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance848356317BeginningOfYearBalance
Contributions12639746Contributions
Investment Earnings Or Losses-238723367InvestmentEarningsOrLosses
Grants Or Scholarships14217158GrantsOrScholarships
Other Expenditures47558145OtherExpenditures
Administrative Expenses3627823AdministrativeExpenses
End Of Year Balance556869570EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.53680BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.34500PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.11820TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis24662155OtherCostOrOtherBasis
Book Value24662155BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1371050340OtherCostOrOtherBasis
Depreciation557645221Depreciation
Book Value813405119BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis83785811OtherCostOrOtherBasis
Depreciation64449382Depreciation
Book Value19336429BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis211315790OtherCostOrOtherBasis
Depreciation159053663Depreciation
Book Value52262127BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings909665830TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
HEDGE FUNDS137231636F
PRIVATE EQUITY FUNDS349887735F
COMMINGLED FUNDS122771298F
INVESTMENT ACCT-FINANCIAL INST39710323F
FieldValueIRS element (for citing)
Total Of Book Value Securities649600992TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ASSET RETIREMENT OBLIGATIONS$28,949,815
ACCRUED POSTRETIREMENT BENEFIT$40,052,013
REFUNDABLE GOVERNMENT LOANS$25,976,676
FieldValueIRS element (for citing)
Total Of Amounts94978504TotalOfAmounts
Total Revenue1081545030TotalRevenue
Total Expenses1073215205TotalExpenses
Excess Or Deficit For Year8329825ExcessOrDeficitForYear
Net Unrealized GL On Investments-87829814NetUnrealizedGLOnInvestments
Other$6,379,058OtherAmount
Total Adjustments-81450756TotalAdjustments
Excess Or Deficit Per FS-73120931ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt730857463TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-87829814NetUnrealizedGainsInvestments
Other Revenues-262439364OtherRevenues
Revenue Not Rptd F990-350269178RevenueNotRptdF990
Revenue Subtotal1081126641RevenueSubtotal
Other Revenues Not Included418389OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt418389RevenueNotRptdOnFinStmt
Total Revenue Per Form9901081545030TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt803978394TotExpensesEtcAuditedFinclStmt
Other Expenses Included236047OtherExpensesIncluded
Expenses Not Rptd F990236047ExpensesNotRptdF990
Expenses Subtotal803742347ExpensesSubtotal
Investment Expenses Not Included22423276InvestmentExpensesNotIncluded2
Other Expenses Not Included267049582OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt269472858ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901073215205TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S COLLECTIONSPART III, LINE 4SYRACUSE UNIVERSITY HAS A DIVERSE COLLECTION OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS, INCLUDING FINE ART AND ETHNOGRAPHIC OBJECTS, LEGAL BOOKS, ARCHIVAL RECORDS, LIBRARY COLLECTIONS AND SPECIAL COLLECTIONS. THE PRIMARY PURPOSE OF THE UNIVERSITY'S COLLECTIONS IS TO COLLECT AND PRESERVE THE CULTURAL AND HISTORICAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SU ART GALLERIES - THE ART COLLECTION IS COMPRISED OF A DIVERSE, ENCYCLOPEDIC GROUP OF FINE ART AND ETHNOGRAPHIC OBJECTS BY INTERNATIONAL MAKERS AND REPRESENTS STYLES AND TIME PERIODS FROM PRE-HISTORY TO THE PRESENT. THE ART COLLECTION PROVIDES A MEANINGFUL EDUCATIONAL EXPERIENCE AND ENCOUNTER WITH THE VISUAL ARTS FOR STUDENTS, FACULTY, STAFF AND THE PUBLIC. LAW LIBRARY - THE LAW BOOK COLLECTION IS COMPRISED OF A DIVERSE AND HISTORIC GROUP OF LAW BOOKS. THE LAW LIBRARY PROVIDES ACCESS TO INFORMATION IN ORDER TO ASSIST IN DISCOVERING, OBTAINING AND UNDERSTANDING THE COMPLEX RESEARCH TOOLS OF THE LEGAL PROFESSION. ARCHIVES - THE SYRACUSE UNIVERSITY ARCHIVES IS AN INFORMATION AND RESEARCH CENTER FOR FACULTY, STAFF, STUDENTS AND OTHERS INTERESTED IN THE HISTORY OF THE UNIVERSITY. IT IS DEDICATED TO PRESERVING RECORDS THAT DOCUMENT THE HISTORY, ORGANIZATION POLICIES, ACTIVITIES, AND PEOPLE OF THE UNIVERSITY, AND MAKING THOSE RECORDS AVAILABLE TO RESEARCHERS AND OTHER INTERESTED PARTIES. THE ARCHIVES ACCEPTS MATERIALS FROM SCHOOLS, COLLEGES AND DEPARTMENTS, ALUMNI, THE GENERAL PUBLIC AND THE UNIVERSITY'S CLUBS AND ORGANIZATIONS. THE ARCHIVES DOES, ON OCCASION, SOLICIT MATERIAL FROM FACULTY AND OTHERS THAT WILL ENHANCE THE OVERALL RESEARCH VALUE OF THE COLLECTION. TO BE ELIGIBLE FOR INCLUSION, THE RECORDS MUST HAVE SOME CONNECTION TO THE UNIVERSITY. ARCHIVAL RECORDS INCLUDE BUT ARE NOT LIMITED TO THE RECORDS OF THE CHANCELLOR AND THE BOARD OF TRUSTEES; MINUTES, CORRESPONDENCE AND REPORTS OF SCHOOLS, COLLEGES AND DEPARTMENTS; PAPERS OF FACULTY, STAFF AND ALUMNI; CURRICULUM INFORMATION INCLUDING ON-LINE CLASSES; PUBLICATIONS; PHOTOGRAPHS, SLIDES, VIDEOTAPES AND MOTION PICTURE FILMS; THESES AND DISSERTATIONS; NEWSPAPER CLIPPINGS; AND MEMORABILIA. LIBRARY - THE IDEA OF THE LIBRARY - A REFUGE FOR HUMAN KNOWLEDGE - IS TIMELESS. SYRACUSE UNIVERSITY LIBRARY'S COLLECTIONS SPAN 4,000 YEARS AND RANGE FROM SUMERIAN CUNEIFORM TABLETS TO 21ST CENTURY DIGITAL DATA SETS. EVEN WHILE THE TYPES AND FORMS OF KNOWLEDGE CHANGE, THE LIBRARY STRIVES TO KEEP PACE, NEVER LOSING SIGHT OF ITS PURPOSE: TO COLLECT AND PRESERVE THE CULTURAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS RESEARCH CENTER MAINTAINS AND PROVIDES ACCESS TO DISTINGUISHED COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND OTHER ARCHIVAL MATERIALS. SYRACUSE UNIVERSITY STUDENTS, FACULTY, STAFF, AND OTHER SCHOLARS HAVE AVAILABLE TO THEM MORE THAN 100,000 PRINTED WORKS AND 2,000 ARCHIVAL COLLECTIONS, INCLUDING IMPORTANT EDITIONS, MANUSCRIPTS, DOCUMENTS, LETTERS, DIARIES, DRAWINGS, PHOTOGRAPHS AND MEMORABILIA.
ESCROW ACCOUNT LIABILITYPART IV, LINE 2BTHE UNIVERSITY MAINTAINS A LIMITED NUMBER OF AGENCY FUNDS, WHICH IT HOLDS AS CUSTODIAN OR FISCAL AGENT FOR STUDENT ORGANIZATIONS AND/OR OUTSIDE ORGANIZATIONS AS AN ACCOMMODATION TO THE ORGANIZATION. THE ORGANIZATIONS ARE THEN ALLOWED TO UTILIZE THE UNIVERSITY'S FINANCIAL SYSTEMS AND RESOURCES TO PROCESS TRANSACTIONS AGAINST THESE FUNDS.
ENDOWMENT FUNDS CONTRIBUTIONSPART V, LINE 4THE UNIVERSITY ENDOWMENT CONSISTS OF APPROXIMATELY 2,000 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES; INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS. SPENDING FROM THE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS AND PROFESSORSHIPS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY, WHICH UTILIZES AN ANNUAL DISTRIBUTION PER UNIT MULTIPLIED BY THE PERCENTAGE APPROVED BY THE TRUSTEE AND INVESTMENT AND ENDOWMENT COMMITTEE, IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENTS REAL VALUE.
FIN48 (ASC 740) FOOTNOTE - LIABILITY FOR UNCERTAIN TAX POSITIONSPART X, LINE 2THE UNIVERSITY IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. SYRACUSE UNIVERSITY HOTEL AND CONFERENCE CENTER LLC, WHOLLY OWNED BY THE UNIVERSITY, IS REPORTED IN THE UNIVERSITY'S INCOME TAX FILINGS. DRUMLINS, INC. AND BLUE HIGHWAY INC. ARE TAXABLE SUBSIDIARIES OF THE UNIVERSITY, FILING ITS OWN TAX RETURNS. THE SYRACUSE UNIVERSITY (USA) LONDON PROGRAM, CREATED FOR THE ADVANCEMENT OF EDUCATION, IS A REGISTERED CHARITY UNDER THE LAWS OF ENGLAND. THE SU ISTANBUL PROGRAM (SU ISTANBUL EGITIM DESTEK VE DANISMA HIZMETLERI TICARET LIMITED SIRKETI), CREATED TO PROMOTE THE UNIVERSITY'S EDUCATIONAL ACTIVITIES IN TURKEY, IS A LIMITED LIABILITY COMPANY ESTABLISHED IN ACCORDANCE WITH THE PROVISION OF THE TURKISH COMMERCIAL CODE. ITS OPERATIONS ARE GOVERNED BY THE LAWS OF THE REPUBLIC OF TURKEY. THE INCOME TAX CONSEQUENCES, IF ANY, FROM THESE ENTITIES ARE REFLECTED IN THE FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUAL OR IN THE AGGREGATE, UPON THE UNIVERSITY'S FINANCIAL STATEMENTS. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
OTHER CHANGES IN NET ASSETSPART XI, LINE 8SUBSIDIARIES - NET $ 266,047 POSTRETIREMENT BENEFIT OBLIGATION CHANGE $ 6,113,011 ------------------ TOTAL $ 6,379,058
OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURNPART XII, LINE 2DREVENUES OF SUBSIDIARIES $ 5,497,710 INVESTMENT MANAGEMENT FEES $(2,423,276) FINANCIAL AID $(265,513,798) ------------------ TOTAL $(262,439,364)
OTHER REVENUE INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XII, LINE 4BINTERCOMPANY REVENUE ELIMINATION $1,535,784 RENTAL/FUNDRAISING EXPENSES $(1,117,395) ------------------ TOTAL $418,389
OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURNPART XIII, LINE 2DEXPENSES OF SUBSIDIARIES $5,231,663 RENTAL/FUNDRAISING EXPENSES $1,117,395 POSTRETIREMENT BENEFIT OBLIGATION CHANGE $(6,113,011) ------------------ TOTAL $236,047
OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XIII, LINE 4BINTERCOMPANY EXPENSE ELIMINATION $1,535,784 FINANCIAL AID $265,513,798 ------------------ TOTAL $267,049,582

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NONDISCRIMINATORY POLICYLINE 3SYRACUSE UNIVERSITY'S RACIAL NONDISCRIMINATORY POLICY IS DISCLOSED IN ITS COURSE CATALOG AND TUITION AND FEES BOOKLET. THE UNIVERSITY'S POLICIES CAN ALSO BE FOUND AT: SUPOLICIES.SYR.EDU
FINANCIAL AID OR ASSISTANCELINE 6ATHE UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM FEDERAL AGENCIES, SUCH AS THOSE PROVIDING PELL GRANTS ($16,814,066), FEDERAL WORK STUDY PROGRAM ($2,575,814), PERKINS LOAN FUNDS ($5,403,686), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT ($2,399,319).

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (28 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Investments175579520
Central America and the Caribbean00Program Services134935HIGHER ED
Central America and the Caribbean00Grantmaking6377
Central America and the Caribbean00Fundraising21749
East Asia and the Pacific00Investments226178
East Asia and the Pacific221Program Services2408151HIGHER ED
East Asia and the Pacific00Grantmaking1254768
East Asia and the Pacific00Fundraising19729
Europe (Including Iceland and Greenland)00Investments1878329
Europe (Including Iceland and Greenland)5183Program Services24109618HIGHER ED
Europe (Including Iceland and Greenland)00Grantmaking8759486
Europe (Including Iceland and Greenland)00Fundraising33863
Middle East and North Africa00Program Services467184HIGHER ED
Middle East and North Africa00Grantmaking113543
Middle East and North Africa00Fundraising448
North America00Investments500109
North America00Program Services601197HIGHER ED
North America00Fundraising6289
Russia and the Newly Independent States00Program Services13198HIGHER ED
Russia and the Newly Independent States00Grantmaking12700
South America110Program Services816019HIGHER ED
South America00Grantmaking359108
South Asia00Program Services195215HIGHER ED
South Asia00Grantmaking53600
South Asia00Fundraising4994
Sub-Saharan Africa00Program Services484094HIGHER ED
Sub-Saharan Africa00Grantmaking96806
Sub-Saharan Africa00Fundraising1905
FieldValueIRS element (for citing)
Subtotal Number Of Offices7SubtotalNumberOfOffices
Subtotal Number Of Employees204SubtotalNumberOfEmployees
Cont Number Of Offices1ContNumberOfOffices
Cont Number Of Employees10ContNumberOfEmployees
Total Number Of Offices8TotalNumberOfOffices
Total Number Of Employees214TotalNumberOfEmployees
Subtotal Amount Spent216115184SubtotalAmountSpent
Cont Amount Spent2043928ContAmountSpent
Total Amount Spent218159112TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIPSCent. America/Caribbean16377TUITION DISC
SCHOLARSHIPSEast Asia/Pacific1221254768TUITION DISC
SCHOLARSHIPSEurope/Iceland/Greenland10348759486TUITION DISC
SCHOLARSHIPSMiddle East/North Africa22113543TUITION DISC
SCHOLARSHIPSRussia112700TUITION DISC
SCHOLARSHIPSSouth America32359108TUITION DISC
SCHOLARSHIPSSouth Asia1053600TUITION DISC
SCHOLARSHIPSSub-Saharan Africa1696806TUITION DISC
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriestrueBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.PART I, LINE 2SU PROVIDED MORE THAN $10.6 MILLION IN INSTITUTIONAL FINANCIAL AID TO STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2012. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. MOST SCHOLARSHIPS ARE NEED-BASED. STUDENTS MUST APPLY FOR NEED-BASED FINANCIAL AID AWARDS BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THIS IS A STANDARD FORM USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. FINANCIAL AID IS GENERALLY LIMITED TO THE AMOUNT OF TUITION, BUT CAN ALSO INCLUDE PARTIAL FUNDING FOR THE PROGRAM FEE (HOUSING AND FIELD TRIPS).
BASIS OF ACCOUNTINGPART I, LINE 3, COLUMN FTHE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL.
NUMBER OF RECIPIENTSPART III, COLUMN (C)THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2012. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1MIRROR AWARDSNameOfEvent1
Gross Receipts Event1403866GrossReceiptsEvent1
Charitable Contributions Event1354375CharitableContributionsEvent1
Gross Revenue Event149491GrossRevenueEvent1
Other Direct Expenses Event1164979OtherDirectExpensesEvent1
Name Of Event2HARDWOOD BANQNameOfEvent2
Gross Receipts Event298894GrossReceiptsEvent2
Charitable Contributions Event233194CharitableContributionsEvent2
Gross Revenue Event265700GrossRevenueEvent2
Rent Facility Costs Event242946RentFacilityCostsEvent2
Other Direct Expenses Event27875OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events49525GrossReceiptsOtherEvents
Charitable Contrib Other Events11482CharitableContribOtherEvents
Gross Revenue Other Events38043GrossRevenueOtherEvents
Rent Facility Costs Other Events1652RentFacilityCostsOtherEvents
Other Direct Expenses Other Events49930OtherDirectExpensesOtherEvents
Gross Receipts Total552285GrossReceiptsTotal
Charitable Contributions Total399051CharitableContributionsTotal
Gross Revenue Total Events153234GrossRevenueTotalEvents
Rent Facility Costs Total Events44598RentFacilityCostsTotalEvents
Other Direct Expenses Total Events222784OtherDirectExpensesTotalEvents
Direct Expense Summary Events267382DirectExpenseSummaryEvents
Net Income Summary-114148NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
EVERSON MUSEUM OF ART
401 HARRISON STREETSYRACUSENY13202150616499501(C)(3)200000COLLABORATIVE SUPP.
JEWISH CENTER OF NORWICH
72 S BROAD STNORWICHNY13815160991373501(C)(3)25000
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
SU STUDENT SCHOLARSHIPS AND FINANCIAL AID14534245658744
SEOG23172399319
HEOP311605289
ROOM AND BOARD5706194058
PROVISION OF BOOKS AND SUPPLIES415202463FMVBOOKS AND SUPPLIES

Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITORING THE USE OF GRANTS IN THE U.S.PART I, LINE 2SU PROVIDED MORE THAN $254 MILLION IN INSTITUTIONAL AID TO UNDERGRADUATE AND GRADUATE STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2012. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID: THE COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE; AND THE FREE APPLICATION FOR FEDERAL STUDENT AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. MERIT SCHOLARSHIPS ARE GENERALLY LIMITED TO THE AMOUNT OF TUITION. STUDENTS REACHING THE "TUITION" LIMIT ARE INELIGIBLE FOR ADDITIONAL SCHOLARSHIPS FROM THE UNIVERSITY. NEED-BASED AID CAN BE USED FOR ALL EDUCATIONAL RELATED EXPENSES IN ADDITION TO TUITION.
GRANTS TO ORGANIZATIONS IN THE U.S.PART IITHE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE EVERSON MUSEUM OF ART (EVERSON) FOR COLLABORATIVE ACTIVITIES THAT ENHANCE THE MISSION OF BOTH THE UNIVERSITY AND THE EVERSON. THE UNIVERSITY AND EVERSON MAINTAIN REGULAR CONTACT REGARDING THE COLLABORATIVE EFFORTS. THE UNIVERSITY SUPPORT FOR THE JEWISH CENTER WAS PART OF A UNIVERSITY WIDE EFFORT, INCLUDING RESEARCH AND ACADEMIC WORK BY STUDENTS AND FACULTY. THIS EFFORT JUMP-STARTED A HIGHLY SUCCESSFUL CAMPAIGN TO MOBILIZE THE SYRACUSE COMMUNITY AND THE CENTRAL NEW YORK REGION AS A WHOLE TO RESTORE THE EXTENSIVE DAMAGE DONE TO THE NORWICH JEWISH CENTER AFTER AN ANTI-SEMITIC ATTACK.
NUMBER OF RECIPIENTSPART III, COLUMN BTHE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2012. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE PER FINANCIAL AID TYPE.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (32 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SHERBURNE B ABBOTT
128362050000013201287905130191886000
KAREN L ALSTON
2414920001790245000125790278750000
NICOLE L BROWN
16392800036016493010390181496000
NANCY CANTOR
648146000258018074201098150938961000
REBECCA L FOOTE
17447000055080177000116670209345000
MARILYN R HIGGINS
2037640004170211200116840236985000
RUTH E KAPLAN
25755000079025369026330285631000
GINA LEE-GLAUSER
224512000360232300210280268806000
LOUIS G MARCOCCIA
502553035000016400617750151730616141000
JENA PRIDEAUX MCWHA
198572000360153860168610230855000
CHARLES P MERRIHEW
2483400150000360245000220000309876000
ELIZABETH O'ROURKE
258826000360249280155260299316000
KEVIN C QUINN
228128000360233910190280270583000
DONALD A SALEH
25922800079026444076200293371000
CHRISTOPHER M SEDORE
286407000360245000177140328657000
BRIAN C SISCHO
248378000410245000186120291531000
ERIC F SPINA
4486490001790546300188240522282000
MARY ANN TYSZKO
251666024500036021670161160294485000
THOMAS J WALSH
3628730500000360722950340160519220000
BARBARA L WELLS
209034000360213500287440259164000
THOMAS V WOLFE
211629000360222200238110257696000
YOULONDA MORGAN
21050100000217150198890252105000
GEORGE M LANGFORD
3696870003501011850016190386657000
PETER WEBBER
2081240003500215640639560293994000
JAMES A BOEHEIM JR
1143801060000049090501064850174700181866104000000
DOUGLAS C MARRONE
91727205000001591302450002396801031653000
DARYL J GROSS
5365270500000190570264130217130653710000
PETER D BLANCK
369546050000000264980528970498941000
MELVIN T STITH
448831000685026556079220483994000
PAUL B GANDEL
1819500000018593083570208900000
BEN R WARE
2377880004950262920150480279623000
CATHRYN R NEWTON
23400700000258140151450274966000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SUPPLEMENTAL INFORMATIONSCHEDULE J, PART IITHE FOLLOWING FOOTNOTES TO CERTAIN ENTRIES ON THIS YEAR'S FORM 990 ARE OFFERED TO HELP CLARIFY SOME OF THE ENTRIES ON THIS YEAR'S FORM 990, USING THE UNIVERSITY'S CHANCELLOR, NANCY CANTOR, AS THE EXAMPLE. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (C) "DEFERRED COMPENSATION": THE AMOUNT REPORTED ($180,742) FOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN (C) "DEFERRED COMPENSATION" REFLECTS DEFERRED COMPENSATION BENEFITS THAT HAVE ACCRUED BUT NOT YET VESTED AND UNIVERSITY CONTRIBUTIONS TO A RETIREMENT PLAN. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (D) "NONTAXABLE BENEFITS": THE AMOUNT REPORTED ($109,815) FOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN (D) "NONTAXABLE BENEFITS" REFLECTS AMOUNTS THAT ARE NOT TREATED AS TAXABLE INCOME UNDER THE INTERNAL REVENUE CODE BUT ARE NEVERTHELESS REQUIRED TO BE REPORTED BY THE INSTRUCTIONS APPLICABLE TO THIS YEAR'S FORM 990. THESE PRIMARILY INCLUDE UNIVERSITY HOUSING THAT THE CHANCELLOR IS REQUIRED TO OCCUPY. BENEFITS PART I, LINE 1A FIRST-CLASS TRAVEL: UNIVERSITY POLICY ALLOWS, IN CERTAIN SITUATIONS, EMPLOYEES TO TRAVEL VIA FIRST-CLASS AIRFARE WHILE ON UNIVERSITY BUSINESS. THIS POLICY PROVIDES THAT THE "CHANCELLOR, VICE CHANCELLOR AND PROVOST, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENTS, CABINET OFFICERS AND DEANS MAY MAKE EXCEPTIONS IN THE CASE OF EXTENUATING CIRCUMSTANCES (E.G. DEMANDING FLIGHT SCHEDULE, EXTENDED FLIGHT TIMES) BY GIVING PRIOR WRITTEN AUTHORIZATION FOR FIRST CLASS OR BUSINESS TRAVEL" TO EMPLOYEES THEY OVERSEE. AS A RESULT OF THIS POLICY, CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES INCLUDED IN THIS FILING AT TIMES UTILIZED FIRST-CLASS AIRFARE FOR UNIVERSITY BUSINESS TRAVEL DURING 2011. CHARTER TRAVEL: CERTAIN SYRACUSE UNIVERSITY FOOTBALL AND BASKETBALL COACHES UTILIZED CHARTER AIRLINE TRAVEL FOR BUSINESS PURPOSES. CHARTER TRAVEL ELIMINATES THE TIME CONSTRAINTS OF COMMERCIAL AIR TRAVEL, IS COST EFFECTIVE AND PERMITS GREATER SUPERVISION OF STUDENTS. TRAVEL FOR COMPANIONS: CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES HAD COMPANION TRAVEL. THIS TRAVEL WAS DETERMINED TO BE BUSINESS OR PERSONAL AND TAXABLE, BASED UPON THE FACTS AND CIRCUMSTANCES OF EACH SPECIFIC INCIDENCE, AND WAS TREATED ACCORDINGLY, FOR REPORTING PURPOSES. HOUSING ALLOWANCE: THE CHANCELLOR IS PROVIDED WITH LODGING BENEFITS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. INCLUDED IN FORM 990 PART VII, SECTION A, COLUMN (D) IS THE COMPUTED NON-TAXABLE MARKET VALUE OF THE CHANCELLOR'S OCCUPANCY OF SUCH PREMISES. HEALTH OR SOCIAL CLUB DUES: CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED MEMBERSHIPS IN HEALTH OR SOCIAL CLUBS. CLUB DUES ARE DETERMINED TO BE TAXABLE OR NON-TAXABLE BASED UPON THE PERCENTAGE OF BUSINESS AND PERSONAL USE AS REPORTED ON CLUB USE CERTIFICATION STATEMENTS SUBMITTED BY THE INDIVIDUALS WITH THE MEMBERSHIPS. THE TAXABLE PORTION WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. PERSONAL SERVICES: AS PART OF ITS EMPLOYMENT AGREEMENT FOR THE CHANCELLOR, SU PROVIDES A RESIDENCE MANAGER AT THE UNIVERSITY-OWNED OFFICIAL CHANCELLOR'S RESIDENCE. THE CHANCELLOR REIMBURSES THE UNIVERSITY FOR THE VALUE OF ANY NON-UNIVERSITY RELATED PERSONAL USE THROUGH AN AFTER-TAX DEDUCTION TAKEN FROM HER SEMI-MONTHLY PAY.
NONQUALIFIED 457(F) PLANPART I, LINE 4BCERTAIN OFFICERS AND FORMER OFFICERS PARTICIPATE IN A NONQUALIFIED 457 (F) PLAN: CONTRIBUTIONS MADE: NANCY CANTOR $ 54,000 LOUIS G. MARCOCCIA $ 35,000 ERIC F. SPINA $ 28,000
NON-FIXED PAYMENTSPART I, LINE 7CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED EXTRA SERVICE PAYMENTS. AN EXTRA SERVICE PAYMENT IS FOR RECOGNITION OF SERVICES ABOVE NORMAL JOB RESPONSIBILITIES. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' COMPENSATION REPORTED ON FORM W-2. CERTAIN OFFICER AND HIGHLY COMPENSATED EMPLOYEES RECEIVED VARIABLE PAY AWARDS. A VARIABLE PAY AWARD IS A ONE-TIME PAYMENT MADE IN RECOGNITION OF SIGNIFICANT ONE-TIME ACCOMPLISHMENTS DESERVING OF REWARD. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' COMPENSATION REPORTED ON FORM W-2.
COMPENSATION FROM UNRELATED ORGANIZATIONS FOR SERVICES RENDERED TO SUSCHEDULE J, PART II, SUPPLEMENTAL INFORMATIONTHE FOLLOWING IS INCLUDED IN THE BASE COMPENSATION REPORTED IN PART II, COLUMN (B) (I) JAMES A. BOEHEIM JR.'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $1,143,801, INCLUDES $296,259 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $600,000 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099. ALSO INCLUDED IS NET INCOME OF $247,542 REALIZED BY BIG ORANGE BASKETBALL CAMP FROM CONDUCTING A SUMMER BASKETBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. DOUGLAS C. MARRONE'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $917,272, INCLUDES $298,332 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $618,940 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099. DOUGLAS C. MARRONE ENTERPRISES, INC. REALIZED A NET LOSS OF $92 FROM CONDUCTING A SUMMER FOOTBALL CAMP WHICH HAS NOT BEEN INCLUDED IN PART II, COLUMN (B)(I) AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. DARYL J. GROSS' TOTAL COMPENSATION REPORTED IN PART II, (B)(I) OF $536,527, INCLUDES $471,527 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $65,000 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
CITY OF SYRACUSE IND DEV AGENCY
1612310508717120BU2005-12-1380000000CAPITAL IMPROVEMENT & ACQUISITIONfalsefalsefalse
CITY OF SYRACUSE IND DEV AGYONON CTY IDA
161231050871720BZO2008-01-30105000000CONSTRUCTION & EQUIPMENTfalsefalsefalse
TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA
80051664668276FAL42010-01-1440896714MULTI-PURPOSE ISSUE -NON-REFUNDINGfalsetruefalse
TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA
80051664668276FAL42010-01-1470440000MULTI-PURP. ISSUE -REFUNDING BONDSfalsetruefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
00800000000001339056681104077979840002008falsefalsetruetrue
32000000105000000000631443420000104326557002010falsefalsetruetrue
2650000408967140004018112248703585728504615131falsefalsefalsetrue
00704400000005184392901300698925480truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsetruefalse0.000000.000000.00000true
falsefalsefalsetruefalse0.000000.000000.00000true
falsefalsefalsetruefalse0.000000.000000.00000true
0.000000.000000.00000

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
GOLDMAN SACHS
falsetruetrue23.5falsefalsefalse0falsefalse
GOLDMAN SACHS
falsetruetrue25.1falsefalsefalse0falsefalse
MORGAN STANLEY
falsetruetrue17.4falsefalsefalse0falsefalse
MORGAN STANLEY
falsetruetrue17.4falsefalsefalse0falsefalse
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierPLEASE SEE SCHEDULE OIdentifier
Return Reference0ReturnReference

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1TRUST FOR CULTURAL RESOURCES CO OF ONONDAGABusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN800516646IssuerEIN
CUSIP Number68276FBJ8CUSIPNumber
Date Issued2011-07-07DateIssued
Issue Price47670000IssuePrice
Description Of PurposeMULTI-PURPOSE ISSUE -NON-REFUNDINGDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuertrueOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds47670000TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds569737IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures12005547CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent35094716AmountUnspent
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadefalseFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtyfalseMngmentCntrctBondFinancdPrprty
Any Research AgreementstrueAnyResearchAgreements
Engage Bond Counsel ResearchfalseEngageBondCounselResearch
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuefalseVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (13 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
STEVEN R BRECHIN
SPOUSE- NANCY CANTOR89536UNIV. EMPLOYEE- PROFESSORfalse
HUBERT BROWN
SPOUSE- NICOLE L. BROWN117451UNIV. EMPLOYEE- ASSOC DEANfalse
MARK N GLAUSER
SPOUSE- GINA LEE-GLAUSER186015UNIV. EMPLOYEE- ASSOC DEANfalse
SYLVIA T LANGFORD
SPOUSE- GEORGE M LANGFORD118257UNIV. EMPLOYEE- ASSOC. VPfalse
CHRISTOPHER C MERRIHEW
SON OF CHARLES MERRIHEW30945UNIV. EMPLOYEE- SUPERVISORfalse
DAVID P MORGAN
SPOUSE-Y. COPELAND-MORGAN116578UNIV. EMPLOYEE- DIRECTORfalse
KANDICE LYNN SALOMONE
SPOUSE- PAUL B. GANDEL118817UNIV. EMPLOYEE- ASSOC DEANfalse
ERIC S SEDORE
BROTHER- CHRIS M. SEDORE124879UNIV. EMPLOYEE- DIR IT/SERVICEfalse
JAMES STEINBERG
SPOUSE- SHERBURNE ABBOTT518167UNIV. EMPLOYEE DEAN/PROFESSORfalse
DARIA D WEBBER
SPOUSE- PETER WEBBER54074UNIV. EMPLOYEE- SUPERVISORfalse
HUEBER-BREUER CONSTRUCTION CO INC
TRUSTEE- JAMES BREUER650889CONSTRUCTION SERVICESfalse
DRUMLINS INC
BOARD MEMBERS2056668DINING AND RECREATION SERVICESfalse
ALLIANCE ENERGY TRANSMISSION SYRACU
TRUSTEE- SAMUEL G. NAPPI442173DESIGN & ENGINEERING SERVICESfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTIONS WITH INTERESTED PERSONSIdentifier
Return ReferencePART IVReturnReference
ExplanationDRUMLINS, INC'S BOARD MEMBERS INCLUDE LOUIS G. MARCOCCIA, BARBARA L. WELLS, REBECCA L. FOOTE, AND JENA PRIDEAUX MCWHA WHO DO NOT HAVE A PERSONAL INTEREST IN DRUMLINS BUT ARE OFFICERS OF SYRACUSE UNIVERSITY AND DRUMLINS, INC. THE ABOVE TRANSACTIONS WITH HUEBER-BREUER CONSTRUCTION CO. INC. AND ALLIANCE ENERGY TRANSMISSION SYRACUSE HAVE BEEN MANAGED IN ACCORDANCE WITH UNIVERSITY POLICIES AND FULLY COMPLIED WITH THE UNIVERSITY'S EXISTING CONFLICT OF INTEREST POLICY.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990133000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9901740750NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions95NumberOfContributions
Noncash Contribs Rptd F9902678170NoncashContribsRptdF990
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XSPONSORED EQUIP53823017MARKET VALUE
XSPONSORED BLDGS3254243MARKET VALUE
FieldValueIRS element (for citing)
Number Of8283 Received3NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierNUMBER OF CONTRIBUTIONSIdentifier
Return ReferencePART I, COLUMN BReturnReference
ExplanationSYRACUSE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VOLUNTEERSFORM 990, PART I, LINE 6VOLUNTEERS ARE INDISPENSABLE TO THE UNIVERSITY IN THE ACCOMPLISHMENT OF THE UNIVERSITY'S EDUCATIONAL MISSION. THE BOARD OF TRUSTEES IS A COMPLETELY VOLUNTEER BOARD COMPRISED OF INDIVIDUALS WHO GIVE OF THEIR TIME, ENERGY AND TALENTS TO PROVIDE GUIDANCE FOR THE EFFICIENT AND EFFECTIVE GOVERNANCE OF THE UNIVERSITY. STUDENTS AND STAFF VOLUNTEER THEIR TIME AND EFFORT IN ACTIVITIES SUCH AS HELPING FRESHMEN STUDENTS MOVE INTO DORMITORIES AND ACQUAINTING THEM WITH THE CAMPUS. STUDENTS ALSO ASSIST IN DEVELOPMENT ACTIVITIES, SUCH AS THE ANNUAL "TELEFUND", TO RAISE FUNDS NEEDED TO SUPPORT THE UNIVERSITY'S EDUCATIONAL MISSION.
OTHER PROGRAM SERVICESFORM 990, PART III, LINE 4DOTHER PROGRAM SERVICE EXPENDITURES SUPPORT THE UNIVERSITY'S ACADEMIC AND RESEARCH INITIATIVES THROUGH PROVISION OF ACADEMIC SUPPORT, STUDENT SERVICES AND GENERAL INSTITUTIONAL SUPPORT, THE CRITICAL COMPONENTS TO SEAMLESS DELIVERY AND TO MEETING THE NEEDS AND EXPECTATIONS OF SYRACUSE UNIVERSITY'S STUDENTS AND FACULTY.
BUSINESS RELATIONSHIPSFORM 990, PART VI, SECTION A, LINE 2LOUIS G. MARCOCCIA, BARBARA L. WELLS, REBECCA L. FOOTE, AND JENA PRIDEAUX MCWHA HAVE A BUSINESS RELATIONSHIP AS THEY ARE OFFICERS OF BOTH SYRACUSE UNIVERSITY AND DRUMLINS, INC. LOUIS G. MARCOCCIA AND REBECCA L. FOOTE HAVE A BUSINESS RELATIONSHIP AS THEY ARE OFFICERS OF SYRACUSE UNIVERSITY AND ARE ALSO A DIRECTOR OR OFFICER OF SYRACUSE IDEAS, INC.
REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11BTHE UNIVERSITY PROVIDED ITS SUBSTANTIALLY COMPLETE FORM 990 TO MEMBERS OF THE TRUSTEES AUDIT COMMITTEE AND COMPENSATION COMMITTEE. ACCOMPANYING THE 990 WAS A REPORT HIGHLIGHTING IMPORTANT SECTIONS, DATA AND POINTS, AND CHANGES FROM THE PREVIOUS FORM 990. A CONFERENCE CALL WITH THESE COMMITTEE MEMBERS WAS HELD FOR THE UNIVERSITY'S EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND ITS COMPTROLLER TO REVIEW THE FORM AND SUMMARY REPORT. THIS REVIEW INCLUDED A WALKTHROUGH OF THE FORM AND SCHEDULES WITH DIALOGUE ON SIGNIFICANT ITEMS AND POINTS AND A FURTHER EXPANSION OF INFORMATION PROVIDED IN THE SUMMARY REPORT. QUESTIONS WERE ADDRESSED AS RAISED BY COMMITTEE MEMBERS. ONCE FINALIZED, THE COMPLETE COPY OF THE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS) IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD THROUGH A SECURED SYRACUSE UNIVERSITY BOARD OF TRUSTEES WEB PORTAL BEFORE ITS FILING WITH THE IRS.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12CTHE UNIVERSITY'S REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT COMPLIANCE OF THE CONFLICT OF INTEREST POLICY: ARTICLE X OF THE UNIVERSITY'S BYLAWS REQUIRE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE BE COMPLETED BY EACH TRUSTEE AND OFFICER. ADDITIONALLY, THE UNIVERSITY REQUIRES KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES AND OTHER IDENTIFIED EMPLOYEES AND GROUPS OF EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. ALL COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE DIRECTOR OF AUDIT AND MANAGEMENT ADVISORY SERVICES; THE COMPTROLLER ALSO REVIEWS THOSE OF TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. CONFLICTS ARE AGGREGATED INTO A REPORT WHICH IS PROVIDED TO THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE; MEMBERS OF THE CHANCELLOR'S CABINET ALSO REVIEW THE REPORT.
COMPENSATION POLICYFORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CHANCELLOR AND PRESIDENT, OFFICERS, KEY EMPLOYEES AND CERTAIN OTHER COVERED INDIVIDUALS IS ESTABLISHED ACCORDING TO UNIVERSITY POLICIES. THE UNIVERSITY'S COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES BOTH UNIVERSITY DATA AND THAT OF COMPARABLE INSTITUTIONS. THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION WITHIN THE MIDDLE OF THE RANGE OF COMPARABILITY DATA, MAKES A RECOMMENDATION TO THE UNIVERSITY'S EXECUTIVE COMMITTEE WHO THEN MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF A PROPOSAL IS DEEMED TO BE REASONABLE, THE EXECUTIVE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION WITHIN 60 DAYS AFTER THE DATE THE DETERMINATION WAS MADE AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE EXECUTIVE COMMITTEE.
JOINT VENTUREFORM 990, PART VI, SECTION B, LINE 16APARTICIPATION WITH A TAXABLE ENTITY: JPMORGAN CHASE & CO. AND SYRACUSE UNIVERSITY ESTABLISHED A UNIQUE CORPORATE-UNIVERSITY COLLABORATION. THE PURPOSE OF THE COLLABORATION IS TO DEVELOP EDUCATION AND WORK EXPERIENCE INNOVATIONS IN THE AREA OF FINANCIAL SERVICES INFORMATION TECHNOLOGY, LEVERAGING EACH OTHER'S KNOWLEDGE AND EXPERTISE IN THE BUILDING OF A BEST IN CLASS CURRICULUM FOR ENTRY LEVEL TECHNOLOGISTS AND TO COLLABORATE ON PROJECTS OF JOINT INTEREST THAT PROVIDE VALUE TO BOTH ORGANIZATIONS AND TO SOCIETY. EMPLOYEES OF JPMORGAN CHASE & CO. ARE JOINING WITH SYRACUSE UNIVERSITY FACULTY AND STUDENTS TO CREATE A COMPREHENSIVE, INTERDISCIPLINARY CURRICULUM FOCUSED ON THE FIELDS OF GLOBAL ENTERPRISE TECHNOLOGY SYSTEMS. SYRACUSE UNIVERSITY JOINED THE CENTER FOR APPLIED IDENTITY MANAGEMENT RESEARCH (CAIMR). CAIMR IS DEDICATED TO SOLVING SOCIETY'S MOST CRITICAL IDENTITY MANAGEMENT CHALLENGES THROUGH APPLIED RESEARCH.
PUBLIC DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE UNIVERSITY'S WEBSITE.
COMPENSATIONFORM 990, PART VII, SECTION ANANCY CANTOR, COLUMNS D AND F "REPORTABLE COMPENSATION FROM THE ORGANIZATION" "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS": THE TOTAL OF THE AMOUNTS REPORTED IN COLUMN D "REPORTABLE COMPENSATION FROM THE ORGANIZATION" ($648,404) AND COLUMN F "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS" ($290,557) EQUALS THE TOTAL OF THE COMPENSATION FOR NANCY CANTOR AS SHOWN IN COLUMN E ON SCHEDULE J, PART II. THE AMOUNT IN COLUMN D INCLUDES BASE COMPENSATION AND OTHER MISCELLANEOUS COMPENSATION. THE AMOUNT REPORTED IN COLUMN F CONSISTS PRIMARILY OF: DEFERRED COMPENSATION, THE MAJORITY OF WHICH HAS NOT YET BEEN PAID; AND THE VALUE OF UNIVERSITY HOUSING THAT THE CHANCELLOR IS REQUIRED TO OCCUPY AS PART OF HER CONTRACT, WHICH IS NOT A CASH BENEFIT BUT SIMPLY REPRESENTS THE APPRAISED VALUE OF THAT HOUSING.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 5UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS $(24,206,364) UNREALIZED CHANGE FROM INTEREST RATE SWAP AGREEMENTS AND FOREIGN CURRENCY EXCHANGE FORWARD CONTRACTS $(63,623,450) POSTRETIREMENT BENEFIT OBLIGATION CHANGE $ 6,113,011 -------------- $(81,716,803)
BOND ISSUESCHEDULE K, PART II, ITEM C:THESE BONDS WERE ISSUED AT A PREMIUM OF $4,011,714. THE FACE AMOUNT OF THE BONDS IS $31,800,000.
YEAR OF SUBSTANTIAL COMPLETIONSCHEDULE K, PART II, COLUMN D, LINE 13:NOT APPLICABLE DUE TO THE ISSUE BEING A REFUNDING ISSUE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1SU SHERATON HOTEL & CONFERENCE CENTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 UNIVERSITY AVEAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13210ZIPCode
FieldValueIRS element (for citing)
EIN161586346EIN
Primary ActivitiesACCOMODATIONPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Total Income12499352TotalIncome
EOY Assets15693107EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SUBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
SU ALUMNI ASSOCIATION INC
401 UNIVERSITY PLACESYRACUSENY13244161431749ALUMNI ACTVTYNY501 (C)(3)11ASUtrue
SU LONDON USA
EDUCATIONN/AN/ASUtrue48 OLD GLOUCESTER STLONDONUKWC1N 38EUK
SU ISTANBUL EGITIM DESTEK VE DANISMA
EDUCATIONN/AN/ASUtrueTU

Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
DRUMLINS INC
800 NOTTINGHAM RDSYRACUSENY13224150516881DINING/RECNYSYRACUSE UNIVC CORP133679657461151.00000
BLUE HIGHWAY INC
2-212 CSTSYRACUSENY13244452400613PROFESSIONAL SERVNYSYRACUSE UNIVC CORP379467610084621.00000
SYRACUSE IDEAS INC
254 HINDS HALL SYRACUSE UNIVERSITYSYRACUSENY13244462339155EDUCATIONNYSYRACUSE UNIVC CORP020001.00000
CRAT - 4
CRATNYSYRACUSE UNIVTRUST
CRT - 2
CRTNYSYRACUSE UNIVTRUST
CRUT - 6
CRUTNYSYRACUSE UNIVTRUST
CRUT - 1
CRUTFLSYRACUSE UNIVTRUST
NICRUT -1
NICRUTPASYRACUSE UNIVTRUST
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
DRUMLINS INC
O355490COST
DRUMLINS INC
Q678714COST
DRUMLINS INC
J94540COST
DRUMLINS INC
L538412COST
DRUMLINS INC
P389512COST
BLUE HIGHWAY INC
A59400COST