WILSON COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILSON COLLEGE (EIN 23-1352692)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-02
- IRS object ID
- 201200629349301335
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-02T12:57:04-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MARKET STREET | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | NameControl |
| Phone | 7172644141 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PHILADELPHIA AVE | AddressLine1 |
| City | CHAMBERSBURG | City |
| State | PA | State |
| ZIP Code | 17201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI TOSTEN | Name |
| Title | INTERIM VP FINANCE & ADMIN | Title |
| Phone | 7172644141 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| Phone | 5703236023 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA MISTICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PHILADELPHIA AVE | AddressLine1 |
| City | CHAMBERSBURG | City |
| State | PA | State |
| ZIP Code | 17201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 34034599 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILSON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PRIVATE COMPREHENSIVE LIBERAL ARTS AND SCIENCES, NOT-FOR-PROFIT EDUCATIONAL COLLEGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 578 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 489953 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -80633 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12814709 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5770142 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14754414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15286694 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1523256 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2718789 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 712891 | OtherRevenuePriorYear |
| Other Revenue Current Year | 710581 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29805270 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24486206 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4893410 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5216534 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9611394 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9943511 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 893948 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9364154 | OtherExpensePriorYear |
| Other Expenses Current Year | 9577172 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23868958 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24737217 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5936312 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -251011 | RevenuesLessExpensesCY |
| Total Assets BOY | 109095387 | TotalAssetsBOY |
| Total Assets EOY | 118264157 | TotalAssetsEOY |
| Total Liabilities BOY | 36796415 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36095375 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72298972 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82168782 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WILSON IS A PRIVATE COMPREHENSIVE LIBERAL ARTS AND SCIENCES COLLEGE, NOT-FOR-PROFIT, EDUCATIONAL PROGRAMS COMPRISED OF UNDERGRADUATE COLLEGE FOR WOMEN AND COEDUCATIONAL ADULTS GRADUATE PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17763267 | Expense |
| Grants | 5216534 | Grants |
| Revenue | 14951516 | Revenue |
| Description | WILSON UNDERSTANDS THAT SUSTAINABLE SOLUTIONS TO COMPLEX PROBLEMS WILL REQUIRE INNOVATION AND GLOBAL SAVVY - TALENTS DEVELOPED MOST FULLY THROUGH A RIGOROUS, PERSONALIZED EDUCATION IN THE LIBERAL ARTS AND A POWERFUL LEARNING/LIVING ENVIRONMENT FOR STUDENTS OF ALL AGES AND CULTURES. THIS IS WILSON'S COMMITMENT TO ITS STUDENTS.THE COLLEGE FOR WOMEN OFFERS BACCALAUREATE DEGREE PROGRAMS AND RESIDENTIAL HOUSING. THE ADULT DEGREE PROGRAM OFFERS BACCALAUREATE AND ASSOCIATE DEGREE PROGRAMS, TEACHER INTERN PROGRAM, AND OTHER COURSES FOR MEN AND WOMEN. WILSON CONTINUES TO OFFER THE "WOMEN WITH CHILDREN" PROGRAM. THIS PROGRAM PROVIDES CAMPUS HOUSING YEAR-ROUND TO SINGLE MOTHERS AND THEIR CHILDREN SO THAT THE MOTHER CAN PURSUE A BACHELOR'S DEGREE FULL TIME. U.S. NEWS & WORLD REPORT HAS RANKED WILSON 5TH OVERALL IN THE CATEGORY OF BEST REGIONAL COLLEGES IN THE NORTHERN REGION FOR 2011-12; THIS IS THE NINTH CONSECUTIVE YEAR THAT WILSON HAS BEEN RECOGNIZED IN THE RANKINGS.A MASTER OF HUMANITIES PROGRAM IS BEING INTRODUCED IN SPRING 2012 TO ACTIVELY ENGAGE WORKING PROFESSIONALS AND SERIOUS STUDENTS IN HUMANITIES FIELDS IN ORDER TO FURTHER CONTINUE AND ACCELERATE THEIR UNDERSTANDING OF THE CRITICAL INTERROGATIONS, PROCESSES AND INVESTIGATIONS THAT MARK THE FIELD. THE PROGRAM FOCUSES STUDENTS ON LEARNING TO ARTICULATE THEIR OWN EXPRESSION OF ORIGINAL IDEAS BASED ON RIGOROUS THEORETICAL, CRITICAL AND HISTORICAL STUDY OF THE HUMANITIES FIELD. | Description |
| Total Program Service Expense | 17763267 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 578 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | LORI TOSTEN INTERIM VP FINANCE & ADMINISTRATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7172622017 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PHILADELPHIA AVENUE | AddressLine1 |
| City | CHAMBERSBURG | City |
| State | PA | State |
| ZIP Code | 17201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 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 |
|---|---|---|---|---|---|---|---|
| TRUDI W BLAIR | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN W GIBB | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| ELIZABETH V MCDOWELL | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICIA A TRACEY | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| LORNA D EDMUNDSON | |||||||
| PRESIDENT | 40.00 | X | X | 182585 | 0 | 48521 | |
| PAULA P BROWNLEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD C GROVE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSANNA N DUKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE L DURGIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JULIE I ENGLUND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDGAR H HOWELLSJR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA F KIEHL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BYUNGJU KIM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE E MURRAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN C OLDT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TRACEY LESKEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN V REED | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J SAMUEL HOUSER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARSHA A SAJER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY C SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES A SMELTZER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDITH R STEWART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAULA S TISHOK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY A KOSTAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELEANOR M ALLEN | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J EDWARD BECK JR | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY A BESCH | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BEATRICE F BLACKADAR | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELISABETH H CLARKSON | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOAN F EDWARDS | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY R GALBRAITH | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CYNTHIA D GROVE | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER MAZUR | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CANDACE L STRAIGHT | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARLETON O STROUSS | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY LOU K WELLS | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BETTY LOU L THOMPSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH F EBERTS | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES S TIDBALL | |||||||
| EMERITI TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES FISHER | |||||||
| VP FOR FINANCE & ADMIN. | 40.00 | X | 140633 | 0 | 24940 | ||
| JEFFREY ZUFELT | |||||||
| VP FOR COLLEGE ADVANCEMENT | 40.00 | 114347 | 0 | 14934 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 437565 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 88395 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 222 BOSLEY AVENUE SUITE B7 | TOWSON | MD | 21204 | FOOD SERVICE | 746638 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | MAINTENANCE CONTRACTOR | 607898 |
| US SECURITY ASSOCIATES INC | |||||
| PO BOX 931703 | ATLANTA | GA | 31193 | CAMPUS SECURITY | 130631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 7500 | FundraisingEvents |
| Government Grants | 356397 | GovernmentGrants |
| All Other Contributions | 5406245 | AllOtherContributions |
| Noncash Contributions | 505893 | NoncashContributions |
| Total Contributions | 5770142 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 12124248 | 12124248 | |
| ROOM AND BOARD | 611710 | 2131453 | 2131453 | |
| BOOKSTORE | 611710 | 415793 | 415793 | |
| CONFERENCES | 611710 | 253776 | 62824 | 190952 |
| CHILDCARE | 624410 | 229646 | 229646 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62423 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 69355 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15286694 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 947351 | TotalRevenueColumn |
| Exclusion | $947,351 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77124 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41737 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35387 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35387 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11274533 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9494762 | Securities |
| Other | 8333 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1779771 | Securities |
| Other | -8333 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1771438 | TotalRevenueColumn |
| Exclusion | $1,771,438 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2305 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 3561 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1256 | TotalRevenueColumn |
| Exclusion | -$1,256 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| POSTAGE REIMBURSEMENT | 561000 | 73262 | 73262 |
| COPY AND PRINTING REVE | 561000 | 37859 | 37859 |
| GENERAL STORE CAMPUS S | 453220 | 8267 | 8267 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 557062 | TotalRevenueColumn |
| Exclusion | $557,062 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 676450 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24486206 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14951516 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 489953 | UnrelatedBusinessRevenue |
| Exclusion | $3,274,595 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4744379 | Total |
| Program Services | 4744379 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472155 | Total |
| Program Services | 472155 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 987299 | Total |
| Program Services | 505502 | ProgramServices |
| Management And General | 271991 | ManagementAndGeneral |
| Fundraising | 209806 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7349811 | Total |
| Program Services | 5528950 | ProgramServices |
| Management And General | 1522360 | ManagementAndGeneral |
| Fundraising | 298501 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280880 | Total |
| Program Services | 207198 | ProgramServices |
| Management And General | 54382 | ManagementAndGeneral |
| Fundraising | 19300 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726256 | Total |
| Program Services | 474479 | ProgramServices |
| Management And General | 211244 | ManagementAndGeneral |
| Fundraising | 40533 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599265 | Total |
| Program Services | 431761 | ProgramServices |
| Management And General | 128619 | ManagementAndGeneral |
| Fundraising | 38885 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354525 | Total |
| Program Services | 1354525 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35770 | Total |
| Management And General | 35770 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73265 | Total |
| Management And General | 73265 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373984 | Total |
| Management And General | 373984 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156482 | Total |
| Program Services | 70578 | ProgramServices |
| Management And General | 85452 | ManagementAndGeneral |
| Fundraising | 452 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1590776 | Total |
| Program Services | 1137055 | ProgramServices |
| Management And General | 363168 | ManagementAndGeneral |
| Fundraising | 90553 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66491 | Total |
| Program Services | 259 | ProgramServices |
| Management And General | 66232 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797336 | Total |
| Program Services | 793147 | ProgramServices |
| Management And General | 4189 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429080 | Total |
| Program Services | 259078 | ProgramServices |
| Management And General | 113280 | ManagementAndGeneral |
| Fundraising | 56722 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379908 | Total |
| Program Services | 225918 | ProgramServices |
| Management And General | 129185 | ManagementAndGeneral |
| Fundraising | 24805 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128676 | Total |
| Management And General | 1128676 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1858545 | Total |
| Program Services | 1409848 | ProgramServices |
| Management And General | 448697 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337980 | Total |
| Management And General | 337980 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE | 245814 | 9957 | 235857 | |
| SPECIAL PROJECTS | 45720 | 6964 | 10807 | 27949 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702820 | Total |
| Program Services | 131514 | ProgramServices |
| Management And General | 484864 | ManagementAndGeneral |
| Fundraising | 86442 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24737217 | Total |
| Program Services | 17763267 | ProgramServices |
| Management And General | 6080002 | ManagementAndGeneral |
| Fundraising | 893948 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110527 | BOY |
| EOY | 406521 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7665578 | BOY |
| EOY | 4143772 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5990569 | BOY |
| EOY | 5624117 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500836 | BOY |
| EOY | 317452 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1127039 | BOY |
| EOY | 1141215 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203693 | BOY |
| EOY | 153597 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592076 | BOY |
| EOY | 759825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 53911805 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20919718 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33791310 | BOY |
| EOY | 32992087 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32542033 | BOY |
| EOY | 43795864 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16867090 | BOY |
| EOY | 17875888 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135000 | BOY |
| EOY | 135000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9569636 | BOY |
| EOY | 10918819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109095387 | BOY |
| EOY | 118264157 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933099 | BOY |
| EOY | 948762 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286384 | BOY |
| EOY | 226682 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31180000 | BOY |
| EOY | 31180000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4396932 | BOY |
| EOY | 3739931 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36796415 | BOY |
| EOY | 36095375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29995763 | BOY |
| EOY | 38270928 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7904645 | BOY |
| EOY | 6964362 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34398564 | BOY |
| EOY | 36933492 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72298972 | BOY |
| EOY | 82168782 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109095387 | BOY |
| EOY | 118264157 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -251011 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10120821 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 18000 | RevenuesIncluded |
| Assets In Part X | 38900 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50938308 | BeginningOfYearBalance |
| Contributions | 4361120 | Contributions |
| Investment Earnings Or Losses | 10533563 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 681304 | GrantsOrScholarships |
| Other Expenditures | 4630772 | OtherExpenditures |
| End Of Year Balance | 60520915 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41170055 | BeginningOfYearBalance |
| Contributions | 7418539 | Contributions |
| Investment Earnings Or Losses | 5334035 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 676836 | GrantsOrScholarships |
| Other Expenditures | 3049196 | OtherExpenditures |
| End Of Year Balance | 50938308 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52696730 | BeginningOfYearBalance |
| Contributions | 763222 | Contributions |
| Investment Earnings Or Losses | -9782767 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 440181 | GrantsOrScholarships |
| Other Expenditures | 2066949 | OtherExpenditures |
| End Of Year Balance | 41170055 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43170 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 575546 | OtherCostOrOtherBasis |
| Book Value | 575546 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46711285 | OtherCostOrOtherBasis |
| Depreciation | 17075539 | Depreciation |
| Book Value | 29635746 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6002375 | OtherCostOrOtherBasis |
| Depreciation | 3844179 | Depreciation |
| Book Value | 2158196 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 622599 | OtherCostOrOtherBasis |
| Book Value | 622599 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32992087 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIFE INSURANCE POLICIES CASH SURRENDER VALUE | 47440 | C |
| ALTERNATIVE INVESTMENTS | 17828448 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17875888 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD IN TRUST UNDER SPLIT INTEREST AGREEMENTS | Description |
| Book Value | 10918819 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10918819 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $108,533 |
| ADVANCES FROM US GOVT FOR STUDENT LOANS | $556,460 |
| OBLIGATION UNDER INTEREST-RATE SWAP AGREEMENTS | $3,074,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3739931 | TotalOfAmounts |
| Total Revenue | 24486206 | TotalRevenue |
| Total Expenses | 24737217 | TotalExpenses |
| Excess Or Deficit For Year | -251011 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8178292 | NetUnrealizedGLOnInvestments |
| Other | $1,942,529 | OtherAmount |
| Total Adjustments | 10120821 | TotalAdjustments |
| Excess Or Deficit Per FS | 9869810 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29432230 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8178292 | NetUnrealizedGainsInvestments |
| Other Revenues | -3274005 | OtherRevenues |
| Revenue Not Rptd F990 | 4904287 | RevenueNotRptdF990 |
| Revenue Subtotal | 24527943 | RevenueSubtotal |
| Other Revenues Not Included | -41737 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -41737 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24486206 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19562420 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 41737 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 41737 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19520683 | ExpensesSubtotal |
| Other Expenses Not Included | 5216534 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5216534 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24737217 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE HANKEY CENTER SERVES AS COLLEGE ARCHIVES WHICH INCLUDES THE C. ELIZABETH BOYD ('33) ARCHIVES AND THE BARRON BLEWETT HUNNICUTT CLASSICS GALLERY. THE HANKEY CENTER IS NAMED IN HONOR OF JOAN HANKEY '59, THE DONOR THAT HAS MADE IT POSSIBLE FOR WILSON COLLEGE TO KEEP ALIVE THE HISTORY OF WOMEN AT WILSON AND TO FURTHER THE ADVANCEMENT AND EDUCATION OF WOMEN AND GIRLS GLOBALLY. | |
| PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS, SUPPORT FACULTY/STAFF DEVELOPMENT, AND TO SUPPORT OPERATIONS OF THE COLLEGE. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNIZED THRESHOLD IN FISCAL 2011 AND 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| GAINS ON FUNDS HELD IN TRUST BY OTHERS 1,265,512. UNREALIZED GAIN ON INTEREST RATE SWAPS 672,065. NONCASH FINANCIAL ASSISTANCE 4,952. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| GAINS ON FUNDS HELD IN TRUST BY OTHERS 1,265,512. UNREALIZED GAIN ON INTEREST RATE SWAPS 672,065. STUDENT FINANCIAL AID (NETTED AGAINST TUITION ON FINANCIAL STATEMENTS) -5,211,582. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES -41,737. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 41,737. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT FINANCIAL AID (NETTED AGAINST TUITION ON FINANCIAL STATEMENTS) 5,211,582. NONCASH FINANCIAL ASSISTANCE 4,952. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION'S NONDISCRIMINATION POLICY IS IN ALL OF ITS' PUBLICATIONS INCLUDING THE SCHOOL'S CATALOG AND COURSE ROSTER. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION. THESE GRANTS INCLUDE SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, COLLEGE WORK-STUDY FUNDING, AND PELL GRANTS. THE COLLEGE ALSO RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA, THE MOST SIGNIFICANT OF WHICH IS THE INSTITUTIONAL ASSISTANCE GRANT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | EUROPE | 2 | 49074 | STUDENT ACCOUNT CREDIT |
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | RUSSIAN AND THE NEWLY INDEPENDENT STATES | 1 | 10910 | STUDENT ACCOUNT CREDIT |
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | SUB-SAHARAN AFRICA | 2 | 41194 | STUDENT ACCOUNT CREDIT |
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | MIDDLE EAST AND NORTH AFRICA | 2 | 74450 | STUDENT ACCOUNT CREDIT |
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | NORTH AMERICA | 1 | 21828 | STUDENT ACCOUNT CREDIT |
| SCHOLARSHIPS FOR STUDENTS ENROLLED AT WILSON COLLEGE | EAST ASIA AND THE PACIFIC | 15 | 274699 | STUDENT ACCOUNT CREDIT |
| 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: SCHOLARSHIP FUNDS ARE AWARDED TO INTERNATIONAL STUDENTS WHO DEMONSTRATE FINANCIAL NEED BY COMPLETING A STATEMENT OF FINANCES AND/OR MERIT, BASED ON PRIOR ACADEMIC ACHIEVEMENT. ENDOWED SCHOLARSHIP RECIPIENTS ALSO MEET THE SPECIFIC CRITERIA AS IDENTIFIED BY THE DONORS. RECIPIENTS OF TUITION REMISSION AND PARTICIPANTS IN EXCHANGE PROGRAMS OCCUR THROUGH AN APPLICATION PROCESS FROM SCHOOLS IN WHICH WILSON COLLEGE HAS AN INSTITUTIONAL AGREEMENT. THE SCHOLARSHIPS ARE APPLIED DIRECTLY TO THE COST OF ATTENDING WILSON COLLEGE AND FUNDS ARE NOT ACTUALLY DISBURSED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| WILSON GRANTS & SCHOLARSHIPS | 317 | 4168254 | 4952 | CASH VALUE OF ROOM AND BOARD | ROOM AND BOARD WAIVER |
| STUDENT WORK STUDY | 131 | 213254 | 0 | N/A | N/A |
| TUITION EXCHANGE AND REMISSION STUDENTS ENROLLED | 29 | 152246 | 0 | N/A | N/A |
| INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS ENROLLED | 77 | 151835 | 0 | N/A | N/A |
| CV STARR SCHOLARSHIP | 12 | 53838 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIP FUNDS ARE AWARDED TO STUDENTS WHO MEET THE FINANCIAL REQUIREMENTS AS DEMONSTRATED BY THE RESULTS FROM FEDERAL FREE APPLICATION FOR FEDERAL STUDENT AID. ENDOWED SCHOLARSHIP RECIPIENTS ALSO MEET THE SPECIFIC CRITERIA AS IDENTIFIED BY THE DONORS. RECIPIENTS OF TUITION REMISSION AND EXCHANGE PROGRAMS ARE VERIFIED FIRST BY THE DIRECTOR OF HUMAN RESOURCES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORNA D EDMUNDSON | |||||||||||||
| 182585 | 0 | 0 | 0 | 0 | 0 | 22000 | 0 | 26521 | 0 | 231106 | 0 | 0 | 0 |
| JAMES FISHER | |||||||||||||
| 140633 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24940 | 0 | 165573 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE FOLLOWING EMPLOYEES HAVE ON CAMPUS HOUSING FOR FISCAL 2011: LORNA EDMUNDSON, PRESIDENT AND JAMES FISHER, VP FINANCE AND ADMINISTRATION. JEFFREY ZUFELT, VP COLLEGE ADVANCEMENT IS PROVIDED A ROOM ON CAMPUS FOR HIS OCCASIONAL USE WHEN HE MUST BE PRESENT TO ATTEND COLLEGE ADVANCEMENT EVENTS OR MEET WITH DONORS IN THE AREA DURING THE EVENING AND/OR ATTEND EVENTS REQUIRED BY THE COLLEGE OR PRESIDENT. THE UNIVERSITY PAYS LOCAL COUNTRY CLUB DUES FOR THE PRESIDENT. THE HOUSING AND DUES ARE NOT INCLUDED IN TAXABLE INCOME FOR ANY OF THE EMPLOYEES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNICIPAL AUTHORITY BOROUGH OF CHAMBERSBURG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 251742939 | IssuerEIN |
| CUSIP Number | 158042AA9 | CUSIPNumber |
| Date Issued | 2007-11-08 | DateIssued |
| Issue Price | 31180000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF SCIENCE CENTER BUILDING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 31315687 | TotalProceeds |
| Refunding Escrow | 3735769 | RefundingEscrow |
| Issuance Costs From Proceeds | 237534 | IssuanceCostsFromProceeds |
| Capital Expenditures | 27342384 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Business Name Line2 | SWAP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 26.400000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE K, PART II, LINE 3: | Identifier |
| Explanation | TOTAL PROCEEDS REPORTED ON LINE 3 OF PART II EXCEEDS BOND PROCEEDS IN PART I DUE TO INVESTMENT EARNINGS OF $135,687. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20369 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BLUE BOOK VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 334677 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | HORSES | 4 | 110000 | APPRAISALS |
| X | FURNITURE & EQUIPMENT | 19 | 19438 | COST |
| X | GIFT CERTIFICATES, ETC | 40 | 5309 | COST |
| X | BOOKS & PUBLICATIONS | 32 | 7092 | COST |
| X | CLOTHING & HOUSEHOLD GOODS | 6 | 1507 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 9 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE COLLEGE OUTSOURCED ITS PHYSICAL PLANT, FOOD SERVICES AND CAMPUS SAFETY FOR FISCAL YEAR 2011. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED FIRST BY THE PRESIDENT AND CABINET (MANAGEMENT REVIEW). PURSUANT TO THE BOARD'S DELEGATION OF AUTHORITY, THE FORM 990 WAS SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S REVIEW AND APPROVAL, THE FORM 990 WAS PROVIDED TO EACH TRUSTEE PRIOR TO FILING. | |
| THE WILSON COLLEGE CONFLICT OF INTEREST POLICY PROTECTS THE INTERESTS OF THE COLLEGE IN CONNECTION WITH ANY TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF ANY COVERED PERSON. A "COVERED PERSON" INCLUDES EACH OF THE COLLEGE'S TRUSTEES, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES, AND THE COLLEGE'S EXECUTIVE EMPLOYEES AND ANY OTHER MANAGER OR SUPERVISOR IDENTIFIED BY THE BOARD OF TRUSTEES OR THE PRESIDENT AS EXERCISING SUBSTANTIAL INFLUENCE OVER THE OPERATIONS OF THE COLLEGE. EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT THAT AFFIRMS THAT THEY READ, UNDERSTAND AND AGREE TO COMPLY WITH THE POLICY. THEY ARE ALSO REQUIRED TO SUBMIT, ON AN ANNUAL BASIS, A QUESTIONNAIRE DISCLOSING THEIR ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. POTENTIAL CONFLICTS OF INTEREST IDENTIFIED THROUGH THE REVIEW OF THE QUESTIONNAIRE BY THE SECRETARY OR VICE PRESIDENT, OR OTHER POTENTIAL CONFLICTS OF INTEREST ARISING DURING CONSIDERATION OF A TRANSACTION OR ARRANGEMENT ARE REPORTED TO THE BOARD'S AUDIT COMMITTEE. THE AUDIT COMMITTEE WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. THE AUDIT COMMITTEE MAY REFER THE MATTER TO THE BOARD FOR SUCH A DETERMINATION. IF IT IS DETERMINED THAT NO CONFLICT OF INTEREST EXISTS, THE COVERED PERSON MAY PARTICIPATE FULLY IN THE DISCUSSION OF AND VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A SEPARATE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS CURRENT SALARY, EVALUATION RESULTS FOR THE PRESIDENT, AND DATA FROM THE FOLLOWING SOURCES: SALARIES OF PEER AND ASPIRANT COLLEGES, FORMS 990 FROM OTHER INSTITUTIONS, GUIDESTAR INFORMATION AND RELEVANT SALARY SURVEYS, INCLUDED BUT NOT LIMITED TO, THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP) AND THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA), TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. THE RECOMMENDATION OF THE COMPENSATION COMMITTEE IS THEN SHARED AND DISCUSSED WITH THE ENTIRE BOARD OF TRUSTEES (IN EXECUTIVE SESSION) AND THE ENTIRE BOARD VOTES ON THE COMPENSATION RECOMMENDATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 8,178,292. GAINS ON FUNDS HELD IN TRUST BY OTHERS 1,265,512. UNREALIZED GAIN ON INTEREST RATE SWAPS 672,065. NONCASH FINANCIAL ASSISTANCE 4,952. TOTAL TO FORM 990, PART XI, LINE 5: 10,120,821. | FORM 990, PART XI, LINE 5: |
| THE COLLEGE ENTERED INTO THREE INTEREST RATE SWAP AGREEMENTS IN CONNECTION WITH ITS SERIES 2007 BONDS WITH BANK OF AMERICA. THE TERMS OF THE SWAP AGREEMENTS EXPIRE AS FOLLOWS: NOVEMBER 2018, NOVEMBER 2037, AND NOVEMBER 2037. | FORM 990, SCHEDULE K, PART IV, LINE 3C |