URSINUS COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- URSINUS COLLEGE (EIN 23-1177930)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349305241
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:42:17-05:00 | 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 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 231177930 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ursinus College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES E COOPER | InCareOfName |
| Name Control | URSI | NameControl |
| Phone | 6104093000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 East Main Street | AddressLine1 |
| City | Collegeville | City |
| State | PA | State |
| ZIP Code | 19426 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Winfield L Guilmette | Name |
| Title | VP, Finance & Admin. | Title |
| Phone | 6104093562 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A Ronald Taxin | Name |
| Phone | 2155614200 | 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 | Dr Bobby Fong | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 East Main Street | AddressLine1 |
| City | Collegeville | City |
| State | PA | State |
| ZIP Code | 19426 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 156088116 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ursinus.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | The mission of Ursinus College is to enable students to become independent, responsible, and thoughtful individuals through a program of liberal education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1627 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 5255 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5612 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8919409 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6285899 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87482246 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 88831592 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7568332 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7050527 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 569426 | OtherRevenuePriorYear |
| Other Revenue Current Year | 449034 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 104539413 | TotalRevenuePriorYear |
| Total Revenue Current Year | 102617052 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35582112 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 36160663 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27752361 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30401835 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 63345 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 57112 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1893458 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32484574 | OtherExpensePriorYear |
| Other Expenses Current Year | 32819021 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 95882392 | TotalExpensesPriorYear |
| Total Expenses Current Year | 99438631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8657021 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3178421 | RevenuesLessExpensesCY |
| Total Assets BOY | 275034825 | TotalAssetsBOY |
| Total Assets EOY | 269292866 | TotalAssetsEOY |
| Total Liabilities BOY | 67612327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66399700 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 207422498 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 202893166 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF URSINUS COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 66767070 | Expense |
| Grants | 36160663 | Grants |
| Revenue | 72358435 | Revenue |
| Description | Academic Instruction: The College provides education leading to either Bachelor of Arts or Bachelor of Sciences degrees to full-time undergraduate students from various states and countries, most of who reside in campus residence halls. The College also provides education leading to Bachelor of Business Administration degrees, Bachelor of Arts and Bachelor of Science degrees to part-time evening students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20978188 | Expense |
| Revenue | 16473157 | Revenue |
| Description | Student Services, including Housing, Room & Board, and Athletics: The College offers living accommodations for most of its students in either traditional residence halls integrated into the campus, or in renovated historic homes in the community that border the campus. Students may choose from a variety of meal plans and may choose to take their meals in the main dining hall, or in Zack's, the campus grill and snack bar. Ursinus offers opportunities to achieve athletic and personal goals through intercollegiate athletics, club sports and intramural programs. Over 85% of Ursinus students integrate some aspect of the athletic program into their lives at the College. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 87745258 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | 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 | true | 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 | 2560 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1627 | 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES E COOPER | NamePerson |
| Telephone Number | 6104093562 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1 |
| City | Collegeville | City |
| State | PA | State |
| ZIP Code | 19426 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| John E F Corson | ||||||||
| Chairman of the Board of Dir | 1.0 | X | X | 0 | 0 | 0 | ||
| Wilbert Abele | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Robert Barchi MD | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Donald Parlee MD | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Kim O'Brien | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Phillip Brackin MD | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Ruth Kurisu | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Llewellyn Smith | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Frederick Callahan | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Claudia Highbaugh | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Alan Novak Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Robert Keehn | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Francis Correll Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Henry Pfeiffer | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Cynthia A Fisher | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Carol Haas | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Patricia Cosgrave | ||||||||
| Secretary of the Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Jeffrey Beck | ||||||||
| Treasurer of the Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Geoffrey Bloom | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| William Bromley | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Michael Carter MD | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Michael Cola | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Robert L Brant Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Scott Rhoades | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Rev Dr Harold C Smith | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Joseph Desimone | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Kelly Finch | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Michael Hardy | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Jerrold Harris | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Nina B Stryker Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Kemi Laniya Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Carol Lawrence | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Michael Lewis | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| J Robert Lovett | ||||||||
| Vice Chair of the Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Nancy Opalack | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Carl V Buck III Esq | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| William Warden | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| Michael C Marcon | ||||||||
| Voting Member, Board of Dir | 1.0 | X | 0 | 0 | 0 | |||
| John E F Corson | ||||||||
| Interim Pres of the College | 40.0 | X | 123848 | 0 | 153 | |||
| Winfield L Guilmette | ||||||||
| VP for Finance & Admin | 40.0 | X | 195413 | 0 | 18076 | |||
| Bobby Fong | ||||||||
| President of the College | 40.0 | X | 191830 | 0 | 49181 | |||
| Richard Difeliciantonio | ||||||||
| VP for Enrollment | 40.0 | 183305 | 0 | 54647 | X | |||
| Judith T Levy | ||||||||
| VP for Academic Affairs | 40.0 | 174730 | 0 | 18073 | X | |||
| Jill A Marsteller | ||||||||
| VP for College Relations | 40.0 | 268025 | 0 | 18386 | X | |||
| John P King | ||||||||
| Chief Information Officer | 40.0 | 148109 | 0 | 68443 | X | |||
| James L Baer | ||||||||
| Attorney-in-Residence | 40.0 | 135470 | 0 | 17470 | X | |||
| Sterling Garcia | ||||||||
| Sr Dir Alumni/Parent Programs | 40.0 | 123524 | 0 | 14316 | X | |||
| Laura Moliken | ||||||||
| Athletic Director | 40.0 | 120734 | 0 | 30461 | X | |||
| Jay K Miller | ||||||||
| Assoc Dean & Professor of MCS | 40.0 | 118770 | 0 | 18396 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1783758 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 307602 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | 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 |
|---|---|---|---|---|---|
| Sodexo Inc Affiliates | |||||
| 9801 Washingtonian Blvd | GAINESVILLE | VA | 20878 | Food Service | 4429338 |
| eBenefits Partner LLC | |||||
| US Steel Tower 56th Fl 600 Grant | PITTSBURGH | PA | 15219 | Benefits Admin | 1517264 |
| Warfel Construction Co | |||||
| 1110 Enterprise Rd | EAST PETERSBURG | PA | 17520 | Constr Contractor | 1458192 |
| Deluxe Athletics LLC | |||||
| 80 Scott Drive | MARIETTA | GA | 30067 | Synthetic Turf | 1377189 |
| Dell Financial Services | |||||
| One Dell Way | ROUND ROCK | TX | 78682 | Laptop Computers | 1138315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 52 | NumberOfContractorsGT100K |
| Fundraising Events | 49620 | FundraisingEvents |
| Government Grants | 2299721 | GovernmentGrants |
| All Other Contributions | 3936558 | AllOtherContributions |
| Noncash Contributions | 588101 | NoncashContributions |
| Total Contributions | 6285899 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ACADEMIC INSTRUCTION - TUITION AND FEES | 72159140 | 72159140 |
| ACADEMIC INSTRUCTION-AUXILIARY ENTERPRISES | 199295 | 199295 |
| STUDENT SERVICES - ROOM AND BOARD | 16413978 | 16413978 |
| STUDENT SERVICES-AUXILIARY ENTERPRISES | 59179 | 59179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 88831592 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2854657 | TotalRevenueColumn |
| Unrelated Business Revenue | 2040 | UnrelatedBusinessRevenue |
| Exclusion | $2,852,617 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57416059 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53220189 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4195870 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4195870 | TotalRevenueColumn |
| Unrelated Business Revenue | 1815 | UnrelatedBusinessRevenue |
| Exclusion | $4,194,055 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 211626 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 49620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 250875 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -39249 | TotalRevenueColumn |
| Exclusion | -$39,249 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Total Revenue Column | 488283 | TotalRevenueColumn |
| Related Or Exempt Function Income | 486883 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1400 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 488283 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102617052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89318475 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5255 | UnrelatedBusinessRevenue |
| Exclusion | $7,007,423 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35731433 | Total |
| Program Services | 35731433 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429230 | Total |
| Program Services | 429230 | 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 | 1365736 | Total |
| Program Services | 415271 | ProgramServices |
| Management And General | 678756 | ManagementAndGeneral |
| Fundraising | 271709 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21411352 | Total |
| Program Services | 18924489 | ProgramServices |
| Management And General | 1774729 | ManagementAndGeneral |
| Fundraising | 712134 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1421169 | Total |
| Program Services | 1243600 | ProgramServices |
| Management And General | 129662 | ManagementAndGeneral |
| Fundraising | 47907 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4384028 | Total |
| Program Services | 3753447 | ProgramServices |
| Management And General | 444649 | ManagementAndGeneral |
| Fundraising | 185932 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1819550 | Total |
| Program Services | 1544676 | ProgramServices |
| Management And General | 196067 | ManagementAndGeneral |
| Fundraising | 78807 | 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 | 356740 | Total |
| Management And General | 356740 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169722 | Total |
| Management And General | 169722 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57112 | Total |
| Fundraising | 57112 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464237 | Total |
| Management And General | 464237 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1327524 | Total |
| Program Services | 1038669 | ProgramServices |
| Management And General | 247770 | ManagementAndGeneral |
| Fundraising | 41085 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15103 | Total |
| Program Services | 14783 | ProgramServices |
| Management And General | 320 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2262142 | Total |
| Program Services | 1657918 | ProgramServices |
| Management And General | 428922 | ManagementAndGeneral |
| Fundraising | 175302 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1823341 | Total |
| Program Services | 1635890 | ProgramServices |
| Management And General | 187451 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9033737 | Total |
| Program Services | 8630505 | ProgramServices |
| Management And General | 403232 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089654 | Total |
| Program Services | 1014518 | ProgramServices |
| Management And General | 52844 | ManagementAndGeneral |
| Fundraising | 22292 | 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 | 97704 | Total |
| Program Services | 75917 | ProgramServices |
| Management And General | 18250 | ManagementAndGeneral |
| Fundraising | 3537 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2281391 | Total |
| Management And General | 2281391 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3890404 | Total |
| Program Services | 3539375 | ProgramServices |
| Management And General | 351029 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689951 | Total |
| Program Services | 351863 | ProgramServices |
| Management And General | 288267 | ManagementAndGeneral |
| Fundraising | 49821 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 4691614 | 4411565 | 121011 | 159038 |
| INSTRUCTION/CAMPUS PROGRAMS | 2290310 | 2245644 | 12219 | 32447 |
| EQUIPMENT/FURNITURE/FIXTURES | 608390 | 445414 | 161598 | 1378 |
| LIBRARY MATERIALS | 445072 | 445072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1281985 | Total |
| Program Services | 195979 | ProgramServices |
| Management And General | 1031049 | ManagementAndGeneral |
| Fundraising | 54957 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99438631 | Total |
| Program Services | 87745258 | ProgramServices |
| Management And General | 9799915 | ManagementAndGeneral |
| Fundraising | 1893458 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6750 | BOY |
| EOY | 6750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12232025 | BOY |
| EOY | 11084984 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1672864 | BOY |
| EOY | 1023356 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060497 | BOY |
| EOY | 893686 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10068 | BOY |
| EOY | 4883 | 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 | 1982512 | BOY |
| EOY | 1775966 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1835782 | BOY |
| EOY | 1801684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 180396370 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57415375 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121568215 | BOY |
| EOY | 122980995 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113022073 | BOY |
| EOY | 109416728 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20046089 | BOY |
| EOY | 18434629 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 1597950 | BOY |
| EOY | 1869205 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275034825 | BOY |
| EOY | 269292866 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7741647 | BOY |
| EOY | 6164809 | 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 | 796002 | BOY |
| EOY | 632646 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48424494 | BOY |
| EOY | 48606469 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10650184 | BOY |
| EOY | 10995776 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67612327 | BOY |
| EOY | 66399700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108115661 | BOY |
| EOY | 108830639 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20375048 | BOY |
| EOY | 15513070 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78931789 | BOY |
| EOY | 78549457 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207422498 | BOY |
| EOY | 202893166 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275034825 | BOY |
| EOY | 269292866 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3178421 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7707753 | 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 299540 | RevenuesIncluded |
| Assets In Part X | 4008184 | 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 | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119638270 | BeginningOfYearBalance |
| Contributions | 979032 | Contributions |
| Investment Earnings Or Losses | -1017316 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2062287 | GrantsOrScholarships |
| Other Expenditures | 3244920 | OtherExpenditures |
| Administrative Expenses | 390987 | AdministrativeExpenses |
| End Of Year Balance | 113901792 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100251070 | BeginningOfYearBalance |
| Contributions | 2494549 | Contributions |
| Investment Earnings Or Losses | 23648053 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2430704 | GrantsOrScholarships |
| Other Expenditures | 3894599 | OtherExpenditures |
| Administrative Expenses | 430099 | AdministrativeExpenses |
| End Of Year Balance | 119638270 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91729268 | BeginningOfYearBalance |
| Contributions | 3196968 | Contributions |
| Investment Earnings Or Losses | 11937832 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2347347 | GrantsOrScholarships |
| Other Expenditures | 3863150 | OtherExpenditures |
| Administrative Expenses | 402501 | AdministrativeExpenses |
| End Of Year Balance | 100251070 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115656893 | BeginningOfYearBalance |
| Contributions | 2594260 | Contributions |
| Investment Earnings Or Losses | -20063615 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2282376 | GrantsOrScholarships |
| Other Expenditures | 3881646 | OtherExpenditures |
| Administrative Expenses | 294248 | AdministrativeExpenses |
| End Of Year Balance | 91729268 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 567618 | OtherCostOrOtherBasis |
| Book Value | 567618 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147148239 | OtherCostOrOtherBasis |
| Depreciation | 41986117 | Depreciation |
| Book Value | 105162122 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13998694 | OtherCostOrOtherBasis |
| Depreciation | 10233064 | Depreciation |
| Book Value | 3765630 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6278223 | OtherCostOrOtherBasis |
| Depreciation | 5196194 | Depreciation |
| Book Value | 1082029 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12403596 | OtherCostOrOtherBasis |
| Book Value | 12403596 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 122980995 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (14 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GOLDMAN SACH DIST FUND LP | 944589 | F |
| KOCH TRUST: HARVARD MANAGEMENT | 880778 | F |
| LIFE INSURANCE CASH VALUE | 717773 | F |
| LINCOLN ANNUITY - DAVIS #2 | 265053 | F |
| MCCAUSLAND CGA-INS POLICIES | 111824 | F |
| MS:GLENMEDE TR-BWOOD CHR | 179113 | F |
| OAKTREE CAPITAL MGT DISTR FUND | 1533376 | F |
| TECHNOLOGY LEADERS II & III | 0 | F |
| UBP-SELECTINVEST ARBITRAGE FD | 942895 | F |
| OTHER | 9331 | F |
| HC TOTAL RETURN II OFFSHORE FD | 5182671 | F |
| HELD BY OTHERS: CLAMER | 7114694 | F |
| HELD BY OTHERS: PATTERSON | 467275 | F |
| HELD BY OTHERS: SUPERBIBIGHAUS | 85257 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18434629 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT LOANS/GRANTS | $1,614,884 |
| ANNUITY REQUIREMENTS | $7,691,004 |
| ASSET RETIREMENT OBLIGATION | $1,689,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10995776 | TotalOfAmounts |
| Total Revenue | 102617052 | TotalRevenue |
| Total Expenses | 99438631 | TotalExpenses |
| Excess Or Deficit For Year | 3178421 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6779568 | NetUnrealizedGLOnInvestments |
| Other | -$928,185 | OtherAmount |
| Total Adjustments | -7707753 | TotalAdjustments |
| Excess Or Deficit Per FS | -4529332 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 57990816 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6779568 | NetUnrealizedGainsInvestments |
| Other Revenues | 250875 | OtherRevenues |
| Revenue Not Rptd F990 | -6528693 | RevenueNotRptdF990 |
| Revenue Subtotal | 64519509 | RevenueSubtotal |
| Investment Expenses Not Included | 464237 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 37633306 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 38097543 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 102617052 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62520148 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 250875 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 250875 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62269273 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 464237 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 36705121 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37169358 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 99438631 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Organization's Collections | Schedule D, Part III, Line 4 | THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. |
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. |
| Liability for Uncertain Tax Position (ASC 740) | Schedule D, Part X, Line 2 | THE COLLEGE ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH ASC 740, INCOME TAXES (FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE COLLEGE DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. |
| Supplemental Description - Other | Schedule D, Part XI, Line 8 | Actuarial Loss on Annuity Liability $ 928,185 |
| Supplemental Description - Other | Schedule D, Part XII, Line 2d | Fundrasing Expenses $250,875 |
| Supplemental Description - Other | Schedule D, Part XII, Line 4b | Scholarships 35,685,531 Bond Defeasance 1,019,590 Actuarial Loss on Annuity Liability 928,185 |
| Supplemental Description - Other | Schedule D, Part XIII, Line 2d | Fundraising Expenses $250,875 |
| Supplemental Description - Other | Schedule D, Part XIII, Line 4b | Scholarships 35,685,531 Bond Defeasance 1,019,590 |
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 | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Publication of Racially Nondiscriminatory Policy | Schedule E, Part I, Line 3 | RACIALLY NONDISCRIMINATORY POLICY: THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. |
| Government Assistance | Schedule E, Part I, Line 6a | URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S.DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: PERKINS STUDENT LOAN PROGRAM; COLLEGE WORK STUDY PROGRAMS; AND THE PELL GRANT PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Grantmaking | 232290 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | 144085 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | 22355 | |
| North America | 0 | 0 | Grantmaking | 10000 | |
| Russia and the Newly Independent States | 0 | 0 | Grantmaking | 7500 | |
| South Asia | 0 | 0 | Grantmaking | 13000 | |
| Central America and the Caribbean | 0 | 0 | Program Services | 11365 | Faculty Development |
| East Asia and the Pacific | 0 | 0 | Program Services | 464 | faculty Development |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 28230 | Faculty Development |
| North America | 0 | 0 | Program Services | 4921 | Faculty Development |
| Central America and the Caribbean | 0 | 0 | Investments | 8603532 |
| 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 | 9077742 | SubtotalAmountSpent |
| Total Amount Spent | 9077742 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Tuition, Fees to foreign students at UC | East Asia/Pacific | 8 | 232290 | Std Acct CR | FMV |
| Tuition, Fees to foreign students at UC | Europe/Iceland/Greenland | 5 | 144085 | Std Acct CR | FMV |
| Tuition, Fees to foreign students at UC | Middle East/North Africa | 1 | 22355 | Std Acct CR | FMV |
| Tuition, Fees to foreign students at UC | North America | 1 | 10000 | Std Acct CR | FMV |
| Tuition, Fees to foreign students at UC | Russia | 1 | 7500 | Std Acct CR | FMV |
| Tuition, Fees to foreign students at UC | South Asia | 1 | 13000 | Std Acct CR | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | 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 | Procedure for Monitoring Use of Grant Funds Outside U.S. | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | URSINUS COLLEGE PROVIDED GRANTS TOTALING $429,230 TO 17 FOREIGN STUDENTS FOR TUITION, FEES, ROOM AND BOARD TO ATTEND URSINUS COLLEGE. FOREIGN STUDENTS ARE AWARDED GRANTS BASED ON MERIT AND NEED PRIOR TO ARRIVING AT URSINUS COLLEGE. THESE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNT AT URSINUS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | The Solstice Group | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Brindley St Ste 7 | AddressLine1 |
| City | Ithaca | City |
| State | NY | State |
| ZIP Code | 14850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Trning/Dev | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 57112 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 57112 | TotalRetainedByContractors |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Swim Lessons | NameOfEvent1 |
| Gross Receipts Event1 | 40288 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 40288 | GrossRevenueEvent1 |
| Name Of Event2 | Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 24203 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11465 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12738 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 7890 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 3082 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 87541 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 87541 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 595 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 34525 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 152032 | GrossReceiptsTotal |
| Charitable Contributions Total | 11465 | CharitableContributionsTotal |
| Gross Revenue Total Events | 140567 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7890 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 595 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 37607 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46092 | DirectExpenseSummaryEvents |
| Net Income Summary | 94475 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Amount Paid to Fundraiser | Identifier |
| Return Reference | Schedule G, Part I Col (v) | ReturnReference |
| Explanation | The fees paid to The Solstice Group include $49,125 for services and $7,987 for direct reimbursed expenses. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| Financial Aid - Summer Programs | 121 | 78540 | FMV | Housing | |
| Scholarships and Financial Aid | 1622 | 35418105 | FMV | Tuition, Fees | |
| Stipends | 85 | FMV | Stipends | 234788 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | URSINUS COLLEGE PROVIDED GRANTS TOTALING $78,540 TO 121 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $35,418,105 TO 1,622 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, ROOM AND BOARD FOR THE ACADEMIC YEAR 2011-12. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $234,788 TO 85 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Winfield L Guilmette | |||||||||||||
| 195413 | 0 | 0 | 0 | 0 | 0 | 13562 | 0 | 4514 | 0 | 213489 | 0 | 0 | 0 |
| Richard Difeliciantonio | |||||||||||||
| 183305 | 0 | 0 | 0 | 0 | 0 | 12075 | 0 | 42572 | 0 | 237952 | 0 | 0 | 0 |
| Judith T Levy | |||||||||||||
| 174730 | 0 | 0 | 0 | 0 | 0 | 12285 | 0 | 5788 | 0 | 192803 | 0 | 0 | 0 |
| Jill A Marsteller | |||||||||||||
| 253552 | 0 | 0 | 0 | 14473 | 0 | 17150 | 0 | 1236 | 0 | 286411 | 0 | 0 | 0 |
| John P King | |||||||||||||
| 148109 | 0 | 0 | 0 | 0 | 0 | 10647 | 0 | 57796 | 0 | 216552 | 0 | 0 | 0 |
| James L Baer | |||||||||||||
| 135470 | 0 | 0 | 0 | 0 | 0 | 9555 | 0 | 7915 | 0 | 152940 | 0 | 0 | 0 |
| Laura Moliken | |||||||||||||
| 120734 | 0 | 0 | 0 | 0 | 0 | 9170 | 0 | 21291 | 0 | 151195 | 0 | 0 | 0 |
| Bobby Fong | |||||||||||||
| 190501 | 0 | 0 | 0 | 1329 | 0 | 25641 | 0 | 23540 | 0 | 241011 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING OR CLEANING WAS TREATED AS TAXABLE COMPENSATION. THE COLLEGE PROVIDES PAYMENT OF THE PRESIDENT'S COUNTRY CLUB DUES. THE MEMBERSHIP IS USED EXCLUSIVELY FOR COLLEGE-RELATED PURPOSES, AND IS THEREFORE EXCLUDED FROM THE PRESIDENT'S FORM W-2 WAGES. CLEANING SERVICES FOR THE PRESIDENT'S HOUSE, AS MENTIONED IN LINE ii ABOVE THE COLLEGE IS CONSIDERING THE ADOPTION OF A POLICY REGARDING PAYMENT/REIMBURSEMENT OF EXPENSES. Sterling Garcia received a severance payment of $75,000. DR. FONG PARTICIPATED IN A DEFERRED COMPENSATION PLAN, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN C. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | THE COLLEGE PROVIDES PAYMENT OF THE PRESIDENT'S COUNTRY CLUB DUES. THE MEMBERSHIP IS USED EXCLUSIVELY FOR COLLEGE-RELATED PURPOSES, AND IS THEREFORE EXCLUDED FROM THE PRESIDENT'S FORM W-2 WAGES. |
| Personal services (e.g., mail, chauffer, chef) | Schedule J, Part I, Line 1a | CLEANING SERVICES FOR THE PRESIDENT'S HOUSE, AS MENTIONED IN LINE ii ABOVE |
| Written policy regarding payment or reimbursement | Schedule J, Part I, Line 1b | THE COLLEGE IS CONSIDERING THE ADOPTION OF A POLICY REGARDING PAYMENT/REIMBURSEMENT OF EXPENSES. |
| Severance or change of control | Schedule J, Part I, Line 4a | Sterling Garcia received a severance payment of $75,000. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | DR. FONG PARTICIPATED IN A DEFERRED COMPENSATION PLAN, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN C. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| PHEFA | |||||||
| 232243852 | 70917N2Q0 | 2003-10-21 | 40723967 | Perf. Arts Ctr & Facilities | false | false | false |
| PHEFA | |||||||
| 232243852 | 70917PFZ7 | 2006-02-01 | 14164259 | Residence Hall & Facilities | false | false | false |
| PHEFA | |||||||
| 232243852 | 70917R6A8 | 2012-05-21 | 19896653 | Advance Refinance of Bonds | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 25480000 | 0 | 41024185 | 1366010 | 0 | 27852895 | 522540 | 1179935 | 0 | 10102740 | 0 | 0 | 2004 | true | true | true | true |
| 0 | 0 | 14455112 | 1243576 | 0 | 0 | 443329 | 703986 | 0 | 12064149 | 0 | 0 | 2007 | false | false | true | true |
| 18635000 | 0 | 19896653 | 1369050 | 0 | 20029220 | 356268 | 0 | 0 | 0 | 0 | 0 | 2012 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | true | false | true | 0 | true |
| false | false | false | true | false | true | 0 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| false | false | false | true | West LB | 23.17 | true | false | false | |||
| JP MORGAN | |||||||||||
| false | false | true | false | 0 | false | false | 0. | false | true | ||
| 0 | |||||||||||
| false | false | false | false | 0 | false | false | |||||
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jill A Marsteller | NamePerson |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $19,607 | OriginalPrincipalAmount |
| Balance Due | 4883 | BalanceDue |
| Default | false | Default |
| Approved By Board | false | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 4883 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Trustees | Trustees | 29000 | Tuition & Fees |
| Substantial Contributor | Substantial Contributor | 7500 | Tuition & Fees |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants to Interested Persons | Identifier |
| Return Reference | Schedule L, Part III | ReturnReference |
| Explanation | Grants for tuition and fees are provided on the same criteria for all students based on academic achievement and financial need. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 299540 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Estimated Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 298008 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV@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 | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Scientific Equipment | 2 | 13247 | Estimated Value |
| X | Athletic Equipment | 2 | 27592 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 27 | NumberOf8283Received |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Assistance of Noncash Contributions | Identifier |
| Return Reference | Schedule M, Line 32a | ReturnReference |
| Explanation | Ursinus College engages Morgan Stanley Smith Barney for the sale of securities received as contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Review Process | Form 990, Part VI, Line 11b | The completed Form 990 is distributed and reviewed prior to filing at a specially-convened meeting of the audit committee of the Board of Directors. The completed Form 990 was made available to the full board. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | Trustees or officers complete a conflict of disclosure statement annually. Those who have a a conflict of interest are asked to refrain from participating in consideration of proposed transactions, unless for special reasons the board or administration requests information or interpretation. Persons with conflicts shall not vote, participate in discussion, or be present at the time of vote. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | The Associate Vice President for Finance & Controller of Ursinus College conducts a study each year of the salaries and benefits for the President, Chief Academic Officer, Chief Business Officer, Chief Development Officer, Chief Enrollment Officer, and Dean of Student Life. The study documents the salaries and benefits of those in similar positions in the other Centennial Conference Colleges: Bryn Mawr, Dickinson, Franklin & Marshall, Gettysburg, Haverford, McDaniel, Muhlenberg, Swarthmore and Washington. The study presents the data as both tables and graphs. The executive committee of the Board of Trustees determines the compensation of the President of the College and reviews and approves the compensation recommendations of the President for the other officers. The study prepared by the Associate Vice President for Finance & Controller is provided to the chair of the Board as supporting documentation for the discussion of compensation in the executive committee meeting. The results of the deliberation process were documented in employment letters sent to employees. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 | Ursinus makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Financial statements are also available on the College's website. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| A & J B Charitable Remainder Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 256741464 | CRUT | PA | Ursinus | Trust | 51936 | 1.00000 |
| R & J B Irrevocable Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351866676 | CRUT | PA | Ursinus | Trust | 40831 | 1.00000 |
| LBB Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237908029 | CRUT | PA | Ursinus | Trust | 503089 | 1.00000 |
| FKB I Irrevocable Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237792047 | CRUT | PA | Ursinus | Trust | 280741 | 1.00000 |
| FKB 2 Irrevocable Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237876947 | CRUT | PA | Ursinus | Trust | 121134 | 1.00000 |
| MB Irrevocable Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237977969 | CRUT | PA | Ursinus | Trust | 54877 | 1.00000 |
| NBC Charitable Remainder Unitrust 2003 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 061707189 | CRUT | PA | Ursinus | Trust | 89514 | 1.00000 |
| TG & NBD Unitrust #1 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 046609384 | NIMCRUT | PA | Ursinus | Trust | 465840 | 1.00000 |
| B & K H CRUT | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237985311 | CRUT | PA | Ursinus | Trust | 87216 | 1.00000 |
| TG & NBD Irrevocable Unitrust #2 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351877131 | NIMCRUT | PA | Ursinus | Trust | 265053 | 1.00000 |
| JRH III CRUT | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 206592857 | CRUT | PA | Ursinus | Trust | 173070 | 1.00000 |
| DEP Irrevocable Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351843690 | NIMCRUT | PA | Ursinus | Trust | 331301 | 1.00000 |
| DE & J P CRAT 2003 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 206150264 | CRAT | PA | Ursinus | Trust | 8862 | 1.00000 |
| DE & J P CRAT 2004 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 202431466 | CRAT | PA | Ursinus | Trust | 8967 | 1.00000 |
| D & J P CRAT 2005 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 203933584 | CRAT | PA | Ursinus | Trust | 9119 | 1.00000 |
| D & J P CRAT 2006 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 205953832 | CRAT | PA | Ursinus | Trust | 8472 | 1.00000 |
| D & J P CRAT 2007 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 266092894 | CRAT | PA | Ursinus | Trust | 8971 | 1.00000 |
| D & J P CRAT 2008 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 266419431 | CRAT | PA | Ursinus | Trust | 9075 | 1.00000 |
| D & J P CRAT 2009 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 276425823 | CRAT | PA | Ursinus | Trust | 10597 | 1.00000 |
| D & J P CRAT 2010 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 276941685 | CRAT | PA | Ursinus | Trust | 9517 | 1.00000 |
| R & S R CRUT | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 256681759 | CRUT | PA | Ursinus | Trust | 74635 | 1.00000 |
| RT & KKS Irrevocable Trust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351924645 | CRUT | PA | Ursinus | Trust | 62768 | 1.00000 |
| EC & NBS Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 356513280 | CRUT | IN | Ursinus | Trust | 55008 | 1.00000 |
| A & J S Unitrust | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 256669326 | CRUT | PA | Ursinus | Trust | 238103 | 1.00000 |
| JS Fam Crut | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 207128566 | NICRUT | PA | Ursinus | Trust | 43502 | 1.00000 |
| AGS CRUT 2004 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 202431457 | CRUT | PA | Ursinus | Trust | 60528 | 1.00000 |
| MHT CRUT 2004 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 201937936 | CRUT | PA | Ursinus | Trust | 41150 | 1.00000 |
| ASW CRUT 2004 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 566640458 | CRUT | CA | Ursinus | Trust | 338021 | 1.00000 |
| ASW CRUT 2009 | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 276070341 | CRUT | CA | Ursinus | Trust | 587724 | 1.00000 |
| Ursinus College Pooled Income Fund | ||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 236732370 | PIF | PA | Ursinus | Trust | 410012 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |