CAIRN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAIRN UNIVERSITY (EIN 23-0973290)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201333189349306543
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T16:19:43-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231144520 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2400 | 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 | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230973290 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIRN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAIR | NameControl |
| Phone | 2157525800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MANOR AVENUE | AddressLine1 |
| City | LANGHORNE | City |
| State | PA | State |
| ZIP Code | 190472990 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN M HAAS | Name |
| Title | SR VP - FINANCE & ADMIN | Title |
| Phone | 2157525800 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY CULLEN | Name |
| PTIN | P00974308 | PTIN |
| Phone | 2159798800 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TODD J WILLIAMS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MANOR AVENUE | AddressLine1 |
| City | LANGHORNE | City |
| State | PA | State |
| ZIP Code | 190472990 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28266862 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAIRN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HIGHER EDUCATION TO STUDENTS INTERESTED IN PROGRAMS OF BIBLE, EDUCATION, MUSIC, SOCIAL WORK, AND BUSINESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 721 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2785505 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1976872 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24296005 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24052347 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 32134 | InvestmentIncomePriorYear |
| Investment Income Current Year | 843558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 29984 | OtherRevenuePriorYear |
| Other Revenue Current Year | 483161 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27143628 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27355938 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7485545 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7911041 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11894678 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11700957 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 467353 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8621320 | OtherExpensePriorYear |
| Other Expenses Current Year | 9023373 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28001543 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28635371 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -857915 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1279433 | RevenuesLessExpensesCY |
| Total Assets BOY | 49342356 | TotalAssetsBOY |
| Total Assets EOY | 53440064 | TotalAssetsEOY |
| Total Liabilities BOY | 15148984 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20380047 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34193372 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33060017 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE STUDENTS TO SERVE CHRIST IN THE CHURCH, SOCIETY, AND THE WORLD AS BIBLICALLY MINDED, WELL-EDUCATED, AND PROFESSIONALLY COMPETENT MEN AND WOMEN OF CHARACTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19226576 | Expense |
| Grants | 7911041 | Grants |
| Revenue | 24052347 | Revenue |
| Description | EDUCATION OF STUDENTS IN THE SEVEN DIFFERENT SCHOOLS/DEPARTMENTS OFFERED AT CAIRN UNIVERSITY. THE 7 SCHOOLS ARE: THE SCHOOL OF EDUCATION, THE SCHOOL OF BUSINESS, THE SCHOOL OF DIVINITY, THE SCHOOL OF MUSIC, THE SCHOOL OF LIBERAL ARTS & SCIENCES, THE DEPARTMENT OF SOCIAL WORK AND THE DEPARTMENT OF COUNSELING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2268365 | Expense |
| Description | OPERATING STUDENT HOUSING FACILITIES INCLUDING MANOR RESIDENCE HALLS, HERITAGE HALL AND PENNDEL APARTMENTS, AS WELL AS THE FURMAN DINING COMMONS AND THE CAFE. TOGETHER THESE FACILITIES PROVIDE ROOM AND BOARD FOR THE STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21494941 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 721 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF EUBANK CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2157024202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MANOR AVENUE | AddressLine1 |
| City | LANGHORNE | City |
| State | PA | State |
| ZIP Code | 190472990 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TODD J WILLIAMS | |||||||
| PRESIDENT | 45.00 | X | X | 163315 | 0 | 15143 | |
| G PATRICK STILLMAN | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| EDWARD STILLMAN | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| S ERIC BEATTIE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EDGAR N BRIGHTBILL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH MASON GIVENS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BETTY JANE HESS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LEE W HIMMELMANN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN W SCHEFLEN | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| DAVID WILLARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CLARENCE E LOCKETT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEAN S MACFADYEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAMELA J OKADA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOE KEMPF | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN K SMITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MELVIN C NACE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT H STRATON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BOB DOLL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JACK MUEHLHAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ARTHUR HARRIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAN M HAAS | |||||||
| SR VP - FINANCE & ADMIN | 45.00 | X | 125497 | 0 | 11861 | ||
| SCOTT A KEATING | |||||||
| SR VP - ADVANCEMENT | 45.00 | 119436 | 0 | 10510 | X | ||
| BRIAN G TOEWS | |||||||
| SR VP & PROVOST | 45.00 | 106900 | 0 | 6864 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 515148 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44378 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS INC | |||||
| C/O PBU 200 MANOR AVENUE | LANGHORNE | PA | 19047 | FOOD SERVICE | 991081 |
| GCA SERVICES GROUP | |||||
| PO BOX 643823 | PITTSBURGH | PA | 152643823 | JANITORIAL | 425664 |
| EBSCO | |||||
| 10 ESTES STREET | IPSWICH | MA | 01938 | RESEARCH | 188257 |
| ACTEON NETWORKS | |||||
| 165 INDIANA AVENUE | FORT WASHINGTON | PA | 19034 | BOOKS & PERIODICALS | 178112 |
| CONSOLIDATED DRAKE PRESS | |||||
| 5050 PARKSIDE AVE | PHILADELPHIA | PA | 19131 | PRINTING | 136324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 14978 | FundraisingEvents |
| Government Grants | 279199 | GovernmentGrants |
| All Other Contributions | 1682695 | AllOtherContributions |
| Total Contributions | 1976872 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 19771095 | 19771095 |
| AUXILIARY ENTERPRISES | 900099 | 4281252 | 4281252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24052347 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 264348 | TotalRevenueColumn |
| Exclusion | $264,348 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 69857 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 69857 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69857 | TotalRevenueColumn |
| Exclusion | $69,857 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1459030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 879820 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 579210 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 579210 | TotalRevenueColumn |
| Exclusion | $579,210 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29736 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 14978 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31104 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1368 | TotalRevenueColumn |
| Exclusion | -$1,368 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LAUNDRY VENDING INCOME | 900099 | 13610 | $13,610 |
| WISCONSIN CAMPUS BOOKSTORE INCOME | 900099 | 4601 | $4,601 |
| WISCONSIN CAMPUS TRAVEL INCOME | 900099 | 3061 | $3,061 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 393400 | TotalRevenueColumn |
| Exclusion | $393,400 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 414672 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27355938 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24052347 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,326,719 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7898192 | Total |
| Program Services | 7898192 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12849 | Total |
| Program Services | 12849 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317329 | Total |
| Program Services | 212176 | ProgramServices |
| Management And General | 105153 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9180422 | Total |
| Program Services | 5908622 | ProgramServices |
| Management And General | 2928259 | ManagementAndGeneral |
| Fundraising | 343541 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403051 | Total |
| Program Services | 259365 | ProgramServices |
| Management And General | 126403 | ManagementAndGeneral |
| Fundraising | 17283 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1165642 | Total |
| Program Services | 750787 | ProgramServices |
| Management And General | 386508 | ManagementAndGeneral |
| Fundraising | 28347 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634513 | Total |
| Program Services | 408865 | ProgramServices |
| Management And General | 208914 | ManagementAndGeneral |
| Fundraising | 16734 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509197 | Total |
| Program Services | 87537 | ProgramServices |
| Management And General | 421660 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8465 | Total |
| Program Services | 137 | ProgramServices |
| Management And General | 8328 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45500 | Total |
| Management And General | 40950 | ManagementAndGeneral |
| Fundraising | 4550 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547949 | Total |
| Program Services | 222014 | ProgramServices |
| Management And General | 325935 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 987401 | Total |
| Program Services | 523323 | ProgramServices |
| Management And General | 448987 | ManagementAndGeneral |
| Fundraising | 15091 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410256 | Total |
| Program Services | 246326 | ProgramServices |
| Management And General | 151566 | ManagementAndGeneral |
| Fundraising | 12364 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613849 | Total |
| Program Services | 1452464 | ProgramServices |
| Management And General | 156543 | ManagementAndGeneral |
| Fundraising | 4842 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348515 | Total |
| Program Services | 262677 | ProgramServices |
| Management And General | 66793 | ManagementAndGeneral |
| Fundraising | 19045 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452272 | Total |
| Management And General | 452272 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122211 | Total |
| Management And General | 122211 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1851939 | Total |
| Program Services | 1666745 | ProgramServices |
| Management And General | 179638 | ManagementAndGeneral |
| Fundraising | 5556 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285778 | Total |
| Program Services | 1485 | ProgramServices |
| Management And General | 284293 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD SERVICE | 906557 | 815901 | 90656 |
| STUDENT PROGRAMS AND AC | 700472 | 630425 | 70047 |
| VEHICLE REPAIRS AND EXP | 104893 | 94404 | 10489 |
| PROFESSIONAL MEMBERSHIP | 102254 | 40647 | 61607 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25865 | Total |
| Management And General | 25865 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28635371 | Total |
| Program Services | 21494941 | ProgramServices |
| Management And General | 6673077 | ManagementAndGeneral |
| Fundraising | 467353 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56066 | BOY |
| EOY | 33239 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767292 | BOY |
| EOY | 5782753 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476442 | BOY |
| EOY | 268371 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277847 | BOY |
| EOY | 498980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55522253 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26163616 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30050688 | BOY |
| EOY | 29358637 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1517485 | BOY |
| EOY | 848181 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16196536 | BOY |
| EOY | 16649903 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49342356 | BOY |
| EOY | 53440064 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1122241 | BOY |
| EOY | 978229 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016851 | BOY |
| EOY | 901867 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10475138 | BOY |
| EOY | 16021255 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2534754 | BOY |
| EOY | 2478696 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15148984 | BOY |
| EOY | 20380047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20535399 | BOY |
| EOY | 19045548 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5703401 | BOY |
| EOY | 6012641 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7954572 | BOY |
| EOY | 8001828 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34193372 | BOY |
| EOY | 33060017 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49342356 | BOY |
| EOY | 53440064 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1279433 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 146077 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11471791 | BeginningOfYearBalance |
| Contributions | 480473 | Contributions |
| Investment Earnings Or Losses | 777195 | InvestmentEarningsOrLosses |
| Other Expenditures | 1163493 | OtherExpenditures |
| End Of Year Balance | 11565966 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10523146 | BeginningOfYearBalance |
| Contributions | 1294543 | Contributions |
| Investment Earnings Or Losses | -97882 | InvestmentEarningsOrLosses |
| Other Expenditures | 248016 | OtherExpenditures |
| End Of Year Balance | 11471791 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8074663 | BeginningOfYearBalance |
| Contributions | 1374129 | Contributions |
| Investment Earnings Or Losses | 1271883 | InvestmentEarningsOrLosses |
| Other Expenditures | 197529 | OtherExpenditures |
| End Of Year Balance | 10523146 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7966945 | BeginningOfYearBalance |
| Contributions | 252752 | Contributions |
| Investment Earnings Or Losses | 853134 | InvestmentEarningsOrLosses |
| Other Expenditures | 998168 | OtherExpenditures |
| End Of Year Balance | 8074663 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8693191 | BeginningOfYearBalance |
| Contributions | 1247548 | Contributions |
| Investment Earnings Or Losses | -1410479 | InvestmentEarningsOrLosses |
| Other Expenditures | 563315 | OtherExpenditures |
| End Of Year Balance | 7966945 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69180 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17990 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2102148 | OtherCostOrOtherBasis |
| Book Value | 2102148 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39736916 | OtherCostOrOtherBasis |
| Depreciation | 15719966 | Depreciation |
| Book Value | 24016950 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10247849 | OtherCostOrOtherBasis |
| Depreciation | 8320958 | Depreciation |
| Book Value | 1926891 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3435340 | OtherCostOrOtherBasis |
| Depreciation | 2122692 | Depreciation |
| Book Value | 1312648 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29358637 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD IN TRUST BY AFFILIATE | Description |
| Book Value | 16649903 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16649903 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $166,283 |
| ANNUITIES PAYABLE | $1,759,193 |
| ACCRUED PENSION PLAN | $553,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2478696 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19747877 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 146077 | NetUnrealizedGainsInvestments |
| Other Revenues | 156902 | OtherRevenues |
| Revenue Not Rptd F990 | 302979 | RevenueNotRptdF990 |
| Revenue Subtotal | 19444898 | RevenueSubtotal |
| Other Revenues Not Included | 7911041 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7911041 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27355939 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20954703 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 230373 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 230373 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20724330 | ExpensesSubtotal |
| Other Expenses Not Included | 7911041 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7911041 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28635371 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2010-2012) OR EXPECTED TO BE TAKEN IN THE UNIVERSITY'S 2013 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM AFFILIATE NOT INCLUDED ON FORM 990 250,989. SPECIAL EVENTS 31,104. CONTRIBUTION FROM AFFILIATE ELIMINATED IN CONSOLIDATION -125,191. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,911,041. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM AFFILIATE NOT INCLUDED ON THE FORM 990 324,460. SPECIAL EVENTS 31,104. CONTRIBUTION TO AFFILIATE ELIMINATED IN CONSOLIDATION -125,191. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,911,041. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATION POLICY IS PUBLISHED IN ADVERTISING FOR THE INSTITUTION. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PERIODICALLY RECEIVES GRANTS AND AID FROM VARIOUS GOVERNMENTAL AGENCIES FOR USE IN THE EDUCATIONAL PROCESS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 5 | PROGRAM SERVICES | GRADUATE EDUCATION | 44683 |
| SOUTH AMERICA | 1 | 5 | PROGRAM SERVICES | GRADUATE EDUCATION | 13279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 10 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 10 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 57962 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 57962 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistance |
| Region | EUROPE | Region |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 12849 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CREDITED | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: AFTER AN APPLICATION IS SUBMITTED BY THE STUDENT, FINANCIAL AID EVALUATES IT FOR NEED AND BASED ON THEIR ENROLLED COURSES, AND THIS IS RE-EVALUATED EACH YEAR AS NEED AND ENROLLMENT INDICATE. THE UNIVERSITY DOES MONITOR THE USE OF THE STUDENT AID AND IT IS APPLIED TO THEIR STUDENT BILLING ACCOUNT IN THE UNIVERSITY'S SIS (STUDENT INFORMATION SYSTEM). | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 44714 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14978 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29736 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 19334 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11770 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 44714 | GrossReceiptsTotal |
| Charitable Contributions Total | 14978 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29736 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 19334 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 11770 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31104 | DirectExpenseSummaryEvents |
| Net Income Summary | -1368 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 907 | NumberOfRecipients |
| Amount Of Cash Grant | 7763505 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: AFTER AN APPLICATION IS SUBMITTED BY THE STUDENT, FINANCIAL AID EVALUATES IT FOR NEED AND BASED ON THEIR ENROLLED COURSES, AND THIS IS RE-EVALUATED EACH YEAR AS NEED AND ENROLLMENT INDICATE. THE UNIVERSITY DOES MONITOR THE USE OF THE STUDENT AID AND IT IS APPLIED TO THEIR STUDENT BILLING ACCOUNT IN THE UNIVERSITY'S SIS (STUDENT INFORMATION SYSTEM). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD J WILLIAMS | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 163315 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6977 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8166 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 178458 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| BOROUGH OF LANGHORNE MANOR HIGHER EDUCATION & HEALTH AUTHORITY | ||||||||
| A | 232581246 | 515741EJ1 | 2005-04-01 | 7400000 | PURCHASE AND RENOVATE DORMITORIES. | 0 | 0 | 0 |
| LOWER SOUTHAMPTON TOWNSHIP INDUSTRIAL DEVELOPMENTAL AUTHORITY | ||||||||
| B | 462360610 | 548611AM4 | 2013-05-30 | 5165000 | REPAY THE LMHEHA OUTSTANDING SERIES 2005 REVENUE BONDS. | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| A | 7400000 | 58750 | 0 | 0 | 0 | 1 |
| B | 5165000 | 96782 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING TRUSTEES ARE PARTNERS IN 102 E FAIRVIEW LLC - A REAL ESTATE RENTAL PATNERSHIP WHICH DOES BUSINESS WITH THE ORGANIZATION : EDGAR N. BRIGHTBILL JR.; MELVIN C. NACE; JOHN W. SCHEFLEN AND G. PATRICK STILLMAN. TRUSTEES EDWARD STILLMAN AND PATRICK STILLMAN ARE COUSINS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION HAS PROVIDED THE FORM 990 TO EACH BOARD MEMBER FOR THEIR REVIEW AND ALSO PROVIDED TIME FOR ANY QUESTIONS/COMMENTS PRIOR TO FILING THE FORM WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY FOLLOWS POLICY # 5505-13 "CONFLICT OF INTEREST", A 3-PAGE DOCUMENT OUTLINING THE REQUIREMENTS OF BOARD MEMBERS WITH REFERENCE TO ANY CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES AND THE SENIOR VICE PRESIDENTS SHALL ANNUALLY SUBMIT TO THE OFFICE OF THE PRESIDENT A STATEMENT IDENTIFYING ANY FINANCIAL INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT AND VICE PRESIDENTS IS DETERMINED UNDER UNIVERSITY POLICY # 5505-14, "EXECUTIVE COMPENSATION". THE GOVERNANCE COMMITTEE SHALL OBTAIN ANNUALLY AN INDEPENDENT SURVEY OF COMPENSATION PAID BY OTHER SIMILAR EDUCATIONAL INSTITUTIONS TO THEIR EXECUTIVE OFFICERS. THE GOVERNANCE COMMITTEE MAY ENGAGE AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT TO OBTAIN AND EVALUATE THE COMPENSATION SURVEY OR MAY OBTAIN ASSISTANCE FROM HUMAN RESOURCES. THE GOVERNANCE COMMITTEE SHALL COMMUNICATE ITS RECOMMENDATION TO THE BOARD OF TRUSTEES IN THE FALL TO BE EFFECTIVE JANUARY 1 OF THE FOLLOWING YEAR. THE GOVERNANCE COMMITTEE SHALL BASE ITS RECOMMENDATION ON THE INDEPENDENT COMPENSATION SURVEY AND THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT AND SHALL COMMUNICATE THE BASIS OF ITS RECOMMENDATION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES SHALL DETERMINE THE COMPENSATION OF THE PRESIDENT. | |
| FORM 990, PART VI, SECTION C, LINE 18 | BY UNIVERSITY POLICY # 5512-09 REGARDING "PUBLIC INSPECTION OF THE IRS FORM 990", THE UNIVERSITY WILL PROVIDE BY MAIL, FAX OR EMAIL A COPY OF THE 990 UPON REQUEST TO THE CONTROLLER'S OFFICE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY HAS PREPARED THESE DOCUMENTS AND THEY ARE AVAILABLE UPON REQUEST TO THE CONTROLLER'S OFFICE. | |
| PART XI, LINE 2C | THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. | AUDIT COMMITTEE AND SELECTION OF INDEPENDENT ACCOUNTANT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REGENCY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MANOR AVE | AddressLine1 |
| City | LANGHORNE | City |
| State | PA | State |
| ZIP Code | 19047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232795443 | EIN |
| Primary Activities | FINANCIAL PLANNING | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501C(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |