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SYRACUSE UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SYRACUSE UNIVERSITY (EIN 15-0532081)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-14
IRS object ID
201211359349302306
Schema version
2010v3.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T10:25:46-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN150532081EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SYRACUSE UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSYRANameControl
Phone3154433765Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMPTROLLER SKYTOP OFFICE BLDG SKAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code132445300ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameREBECCA L FOOTEName
TitleCOMPTROLLERTitle
Date Signed2012-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CROUSE HINDS HALL SUITE 620AddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13244ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2134751206GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SYR.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1870YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionSYRACUSE UNIVERSITY(SU) IS A NON-PROFIT UNIVERSITY DEVOTED TO EDUCATION, RESEARCH AND PUBLIC ENGAGEMENT.ActivityOrMissionDescription
Nbr Voting Members Governing Body63NbrVotingMembersGoverningBody
Nbr Independent Voting Members63NbrIndependentVotingMembers
Total Nbr Employees16927TotalNbrEmployees
Total Nbr Volunteers2530TotalNbrVolunteers
Total Gross UBI16498369TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year63236199ContributionsGrantsPriorYear
Contributions Grants Current Year82099337ContributionsGrantsCurrentYear
Program Service Revenue Prior Year874687245ProgramServiceRevenuePriorYear
Program Service Revenue CY932120989ProgramServiceRevenueCY
Investment Income Prior Year33992561InvestmentIncomePriorYear
Investment Income Current Year79667700InvestmentIncomeCurrentYear
Other Revenue Prior Year7063961OtherRevenuePriorYear
Other Revenue Current Year2038101OtherRevenueCurrentYear
Total Revenue Prior Year978979966TotalRevenuePriorYear
Total Revenue Current Year1095926127TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year236362082GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY255034502GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year456170417SalariesEtcPriorYear
Salaries Etc Current Year474738747SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year15645873TotalFundrsngExpCurrentYear
Other Expense Prior Year287391177OtherExpensePriorYear
Other Expenses Current Year283916160OtherExpensesCurrentYear
Total Expenses Prior Year979923676TotalExpensesPriorYear
Total Expenses Current Year1013689409TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-943710RevenuesLessExpensesPriorYear
Revenues Less Expenses CY82236718RevenuesLessExpensesCY
Total Assets BOY2161769188TotalAssetsBOY
Total Assets EOY2239201408TotalAssetsEOY
Total Liabilities BOY702806799TotalLiabilitiesBOY
Total Liabilities EOY634444111TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1458962389NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1604757297NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSYRACUSE UNIVERSITY(SU) IS A NON-PROFIT UNIVERSITY DEVOTED TO EDUCATION, RESEARCH AND PUBLIC ENGAGEMENT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense548447277Expense
Grants247510183Grants
Revenue658871368Revenue
DescriptionINSTRUCTION AND DEPARTMENTAL RESEARCH: EXPENDITURES IN THIS AREA INCLUDE SALARIES AND BENEFITS FOR FACULTY, SCHOLARSHIPS AND GRANTS TO STUDENTS, AND SUPPORT FOR FACILITIES AND EQUIPMENT, CONDUCTED FOR THE BENEFIT OF THE APPROXIMATELY 13,000 FULLTIME UNDERGRADUATE AND 4,000 GRADUATE STUDENTS ENROLLED AT SYRACUSE UNIVERSITY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense68911688Expense
Revenue68911688Revenue
DescriptionSPONSORED RESEARCH AND OTHER RELATED ACTIVITIES: EXPENDITURES IN THIS AREA ARE FOR RESEARCH AND SIMILAR ACTIVITY FUNDED BY GRANTS FROM THE PUBLIC, PRIVATE, AND NON-PROFIT SECTORS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense154102065Expense
Grants7314319Grants
Revenue180021883Revenue
DescriptionAUXILIARY SERVICES: EXPENDITURES IN THIS AREA ARE FOR THE INFRASTRUCTURE THAT SUPPORTS SU'S MISSION INCLUDING HOUSING, DINING, AND BOOKS, INSTRUCTIONAL MATERIALS AND OTHER GOODS AND SERVICES.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp199905689TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev24316050TotalOfOtherProgramServiceRev
Total Program Service Expense971366719TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10961537NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees16927NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCINameOfForeignCountry
Name Of Foreign CountryCHNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members63NbrVotingGoverningBodyMembers
Number Independent Voting Members63NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1COMPTROLLERS OFFICEAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code132445300ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (96 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
JOANNE ALPER
TRUSTEE10.0X000
MARTIN N BANDIER
TRUSTEE1.0X000
STEVEN W BARNES
TRUSTEE3.0X000
LAWRENCE D BASHE
TRUSTEE1.0X000
MICHAEL M BILL
TRUSTEE1.0X000
LEE N BLATT
TRUSTEE1.0X000
JAMES V BREUER
TRUSTEE1.0X000
JOHN E BREYER
TRUSTEE1.0X000
JOHN H CHAPPLE
TRUSTEE20.0X000
ANGEL COLLADO-SCHWARZ
TRUSTEE1.0X000
WENDY H COHEN
TRUSTEE1.0X000
JOHN COURI
TRUSTEE10.0X000
DANIEL A D'ANIELLO
TRUSTEE1.0X000
ROBERT E DINEEN JR
TRUSTEE3.0X000
MICHAEL A DRITZ
TRUSTEE3.0X000
DAVID B FALK
TRUSTEE1.0X000
WINSTON C FISHER
TRUSTEE1.0X000
DAVID M FLAUM
TRUSTEE1.0X000
STUART FRANKEL
TRUSTEE1.0X000
ALAN GERRY
TRUSTEE1.0X000
LOLA A GOLDRING
TRUSTEE1.0X000
KENNETH E GOODMAN
TRUSTEE3.0X000
MELANIE GRAY
TRUSTEE10.0X000
RICHARD L HAYDON
TRUSTEE1.0X000
JOSHUA H HEINTZ
TRUSTEE1.0X000
JERROLD HELLER
TRUSTEE1.0X000
JOYCE HERGENHAN
TRUSTEE1.0X000
GEORGE P HICKER
TRUSTEE1.0X000
JONATHAN J HOLTZ
TRUSTEE1.0X000
PETER A HORVITZ
TRUSTEE3.0X000
SHARON H JACQUET
TRUSTEE3.0X000
BERNARD R KOSSAR
TRUSTEE1.0X000
JAMES D KUHN
TRUSTEE3.0X000
ROBERT R LIGHT
TRUSTEE1.0X000
ARTHUR LIU
TRUSTEE1.0X000
DONALD T MACNAUGHTON
TRUSTEE1.0X000
ARIELLE TEPPER MADOVER
TRUSTEE1.0X000
THEODORE A MCKEE
TRUSTEE1.0X000
DONOVAN J MCNABB
TRUSTEE1.0X000
DANIEL N MEZZALINGUA
TRUSTEE1.0X000
JAMES R MILLER
TRUSTEE1.0X000
JACK W MILTON
TRUSTEE1.0X000
ROBERT J MIRON
TRUSTEE1.0X000
JAMES A MONK
TRUSTEE1.0X000
JUDITH C MOWER
TRUSTEE1.0X000
ALEXANDER G NASON
TRUSTEE1.0X000
JOAN A NICHOLSON
TRUSTEE1.0X000
LOUISE B PALITZ
TRUSTEE1.0X000
DERYCK A PALMER
TRUSTEE10.0X000
DORIS L PAYSON
TRUSTEE1.0X000
HOWARD PHANSTIEL
TRUSTEE3.0X000
H JOHN RILEY JR
TRUSTEE3.0X000
ERIC ROTHFELD
TRUSTEE1.0X000
JUDITH G SEINFELD
TRUSTEE3.0X000
ANN STEVENSON
TRUSTEE1.0X000
ROBERT P TAISHOFF
TRUSTEE1.0X000
RICHARD L THOMPSON
TRUSTEE20.0X000
MICHAEL THONIS
TRUSTEE1.0X000
DIANE WEATHERS
TRUSTEE1.0X000
THOMAS WILMOT SR
TRUSTEE3.0X000
MICHAEL D WOHL
TRUSTEE1.0X000
ABDALLAH YABROUDI
TRUSTEE1.0X000
SAMUEL ZAMARIPPA
TRUSTEE1.0X000
SHERBURNE B ABBOTT
VP-SUSTAINABILITY INITIATIVES60.0000X
NANCY CANTOR
CHANCELLOR AND PRESIDENT60.08923030226085X
THOMAS S EVANS
SR. VP & GENERAL COUNSEL60.09447013565X
REBECCA L FOOTE
COMPTROLLER60.0168274027728X
MARILYN R HIGGINS
VP FOR COMMUNITY ENGAGEMENT60.0205298028048X
RUTH E KAPLAN
VP FOR EXTERNAL AFFAIRS60.0246029043303X
GINA LEE-GLAUSER
VP FOR RESEARCH60.0202483049155X
LOUIS G MARCOCCIA
EXECUTIVE VP AND CFO60.0518933044559X
JENA PRIDEAUX MCWHA
VP FOR BUSINESS OPERATIONS60.014702308678X
CHARLES P MERRIHEW
VP-ADMIN. AND ENGAGEMENT60.0226219070803X
ELIZABETH O'ROURKE
VP FOR PRINCIPAL GIFTS60.0241599036706X
KEVIN C QUINN
SENIOR VP FOR PUBLIC AFFAIRS60.0215966038077X
DONALD A SALEH
VP FOR ENROLLMENT MGMT.60.0252796032655X
CHRISTOPHER M SEDORE
VP FOR IT AND CIO60.0219610040484X
BRIAN C SISCHO
VP FOR DEVELOPMENT60.0223073038593X
ERIC F SPINA
VICE CHANCELLOR AND PROVOST60.0445049053621X
MARY ANN TYSZKO
VP-STRATEGIC DEV. & INNOVATION60.02125003X
THOMAS J WALSH
EXEC VP FOR INST'L ADVANCEMENT60.0491675070583X
BARBARA L WELLS
TREASURER60.0207316022803X
THOMAS V WOLFE
SR VP & DEAN OF STUDENT AFFAIR60.0201097057554X
YOULONDA MORGAN
ASSOC VP FOR ENROLLMENT MGMT60.0182684036111X
GEORGE M LANGFORD
DEAN/PROFESSOR60.0362803027798X
PETER WEBBER
DIRECTOR OF AUXILIARY SERVICES60.0203871063969X
JAMES A BOEHEIM JR
BASKETBALL COACH60.017852400120336X
DOUGLAS C MARRONE
FOOTBALL COACH60.01216597042679X
DARYL J GROSS
DIRECTOR OF ATHLETICS60.0528628041429X
KENNETH A SHAW
CHANCELLOR EMERITUS/PROFESSOR60.0508294037485X
MELVIN T STITH
DEAN/PROFESSOR60.0440163034065X
DEBORAH A FREUND
DISTINGUISHED PROFESSOR60.0352641029722X
PAUL B GANDEL
PROFESSOR60.0104101016714X
BEN R WARE
DEAN OF GRAD. SCHOOL/PROFESSOR60.0300991039047X
BARRY L WELLS
RETIRED60.013859000X
CATHRYN R NEWTON
PROFESSOR60.0228496039700X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11488539TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1432058TotalOtherCompensation
Number Individuals GT100 K555NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcestrueCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BOND SCHOENECK KING PLLC
ONE LINCOLN CENTERSYRACUSENY132021324ATTORNEYS3425082
BOHLIN CYWINSKI JACKSON
8 WEST MARKET ST SUITE 1200WILKESBARREPA187011809ARCHITECTS606684
PETERSON GUADAGNOLO CONSULTING ENGI
476 EAST BRIGHTON AVESYRACUSENY132104144ENGINEERS564239
BELL SPINA PC
THE BINDERY SUITE 201 215 WYOMINGSYRACUSENY132042928ARCHITECTS487986
PERFORMANCE ARCHITECTS INC
470 ATLANTIC AVE 4TH FLOORBOSTONMA02110MGMT CONSULTANTS453502
FieldValueIRS element (for citing)
Number Of Contractors GT100 K162NumberOfContractorsGT100K
Fundraising Events240624FundraisingEvents
Government Grants11201370GovernmentGrants
All Other Contributions70657343AllOtherContributions
Noncash Contributions7586664NoncashContributions
Total Contributions82099337TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
INSTRUCTION/DEPT RESEARCH611600658871368658871368
SPONSORED RESEARCH6116006891168868911688
AUXILIARY-RELATED ACTIVITIES611710173394452173394452
AUXILIARY-UNRELATED ACTIVITIES54190066274316627431
SHERATON SU HOTEL/CONF CTR7211101207020021777079892493

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column12245850TotalRevenueColumn
Related Or Exempt Function Income12245850RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue932120989TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column20149404TotalRevenueColumn
Exclusion$20,149,404ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column978TotalRevenueColumn
Exclusion$978ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1753805TotalRevenueColumn
Exclusion$1,753,805ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1435150Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real837273Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real597877Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column597877TotalRevenueColumn
Exclusion$597,877ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1097020187Securities
Other69483Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1037334228Securities
Other238124Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities59685959Securities
Other-168641Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column59517318TotalRevenueColumn
Exclusion$59,517,318ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events123428GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events240624CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses415454FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-292026TotalRevenueColumn
Exclusion-$292,026ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenue
LOSS FROM PARTNERSHIP/ S CORP525990-42157-42157
TRAVEL TOURS5419002060220602
FieldValueIRS element (for citing)
Total Other Revenue-21555TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1095926127TotalRevenueColumn
Related Or Exempt Function Income915601065RelatedOrExemptFunctionIncome
Unrelated Business Revenue16498369UnrelatedBusinessRevenue
Exclusion$81,727,356ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total210000Total
Program Services210000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total245136345Total
Program Services245136345ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total9688157Total
Program Services9688157ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total6937531Total
Program Services1283491ProgramServices
Management And General4261437ManagementAndGeneral
Fundraising1392603Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total345704008Total
Program Services332169998ProgramServices
Management And General6829060ManagementAndGeneral
Fundraising6704950Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total26928969Total
Program Services25843459ProgramServices
Management And General551239ManagementAndGeneral
Fundraising534271Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total72748861Total
Program Services67982671ProgramServices
Management And General2765409ManagementAndGeneral
Fundraising2000781Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total22419378Total
Program Services21188434ProgramServices
Management And General718793ManagementAndGeneral
Fundraising512151Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5120316Total
Program Services1559190ProgramServices
Management And General3546073ManagementAndGeneral
Fundraising15053Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total473114Total
Management And General473114ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total308516Total
Program Services308516ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2817395Total
Management And General2817395ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total19948496Total
Program Services19586581ProgramServices
Management And General138045ManagementAndGeneral
Fundraising223870Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2882735Total
Program Services2657438ProgramServices
Management And General35235ManagementAndGeneral
Fundraising190062Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total30720556Total
Program Services28678241ProgramServices
Management And General1052326ManagementAndGeneral
Fundraising989989Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9878892Total
Program Services9593194ProgramServices
Management And General144279ManagementAndGeneral
Fundraising141419Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total469866Total
Program Services469866ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total56444980Total
Program Services54474696ProgramServices
Management And General1295783ManagementAndGeneral
Fundraising674501Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total31926900Total
Program Services30492198ProgramServices
Management And General303169ManagementAndGeneral
Fundraising1131533Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3037839Total
Program Services2702896ProgramServices
Management And General76243ManagementAndGeneral
Fundraising258700Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total14870818Total
Program Services14870818ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total55257214Total
Program Services53389840ProgramServices
Management And General1157260ManagementAndGeneral
Fundraising710114Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1629969Total
Program Services1629969ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
COGS-AUXILIARIES2450890524508905
RENTALS-OTHER42711454217225397049950
ATHLETIC EVENT COSTS23975392397539
SUBSCRIPTION/BOOKS132723812685161413044592
UNRELATED BUS. INCOME TAX6271062710

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total15561017Total
Program Services15058536ProgramServices
Management And General431147ManagementAndGeneral
Fundraising71334Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1013689409Total
Program Services971366719ProgramServices
Management And General26676817ManagementAndGeneral
Fundraising15645873Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5643716BOY
EOY7425077EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY39747384BOY
EOY70765028EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY93001169BOY
EOY94323645EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY88907672BOY
EOY23714509EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY8483786BOY
EOY8762478EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9379998BOY
EOY10278449EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1638836953LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec736444224LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY891776271BOY
EOY902392729EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY596409955BOY
EOY516692284EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY393641268BOY
EOY566695182EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY30109252BOY
EOY30218804EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4668717BOY
EOY7933223EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2161769188BOY
EOY2239201408EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY227563354BOY
EOY154215928EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY25076869BOY
EOY28576560EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY339619970BOY
EOY338059786EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1595601BOY
EOY1537932EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY11330000BOY
EOY10670000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY97621005BOY
EOY101383905EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY702806799BOY
EOY634444111EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1074003752BOY
EOY1081634100EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY57830139BOY
EOY173218990EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY327128498BOY
EOY349904207EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1458962389BOY
EOY1604757297EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2161769188BOY
EOY2239201408EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses82236718ReconcilationRevenueExpenses
Reconcilation Other Changes63558190ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$2,435GrantsOtherOrganizationsAmount
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$447,800DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$1,150OtherActivitiesAmount
Total Lobbying Expenditures IIB451385TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITIESIdentifier
Return ReferencePART II-B, LINE 1IReturnReference
ExplanationANNUAL STUDENT LOBBY DAY IN ALBANY, NY $ 1,150 ---------- TOTAL PART II-B LINE 1I $ 1,150 ---------- ----------Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included822067RevenuesIncluded
Assets In Part X52095308AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

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

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance848356317BeginningOfYearBalance
Contributions12639746Contributions
Investment Earnings Or Losses-238723367InvestmentEarningsOrLosses
Grants Or Scholarships14217158GrantsOrScholarships
Other Expenditures47558145OtherExpenditures
Administrative Expenses3627823AdministrativeExpenses
End Of Year Balance556869570EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.53840BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.33150PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13010TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis24661906OtherCostOrOtherBasis
Book Value24661906BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1331364056OtherCostOrOtherBasis
Depreciation521380672Depreciation
Book Value809983384BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis76252395OtherCostOrOtherBasis
Depreciation60987153Depreciation
Book Value15265242BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis206558596OtherCostOrOtherBasis
Depreciation154076399Depreciation
Book Value52482197BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings902392729TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
HEDGE FUNDS145441256F
PRIVATE EQUITY FUNDS328607190F
COMMINGLED FUNDS92646736F
FieldValueIRS element (for citing)
Total Of Book Value Securities566695182TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ASSET RETIREMENT OBLIGATIONS$29,757,185
ACCRUED POSTRETIREMENT BENEFIT$45,679,214
REFUNDABLE GOVERNMENT LOANS$25,947,506
FieldValueIRS element (for citing)
Total Of Amounts101383905TotalOfAmounts
Total Revenue1095926127TotalRevenue
Total Expenses1013689409TotalExpenses
Excess Or Deficit For Year82236718ExcessOrDeficitForYear
Net Unrealized GL On Investments65665355NetUnrealizedGLOnInvestments
Other-$2,500,652OtherAmount
Total Adjustments63164703TotalAdjustments
Excess Or Deficit Per FS145401421ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt905366262TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments65665355NetUnrealizedGainsInvestments
Other Revenues-256286247OtherRevenues
Revenue Not Rptd F990-190620892RevenueNotRptdF990
Revenue Subtotal1095987154RevenueSubtotal
Other Revenues Not Included-61027OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-61027RevenueNotRptdOnFinStmt
Total Revenue Per Form9901095926127TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt759964841TotExpensesEtcAuditedFinclStmt
Other Expenses Included5109029OtherExpensesIncluded
Expenses Not Rptd F9905109029ExpensesNotRptdF990
Expenses Subtotal754855812ExpensesSubtotal
Investment Expenses Not Included22817395InvestmentExpensesNotIncluded2
Other Expenses Not Included256016202OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt258833597ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901013689409TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S COLLECTIONSPART III, LINE 4SYRACUSE UNIVERSITY HAS A DIVERSE COLLECTION OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS, INCLUDING FINE ART AND ETHNOGRAPHIC OBJECTS, LEGAL BOOKS, ARCHIVAL RECORDS, LIBRARY COLLECTIONS AND SPECIAL COLLECTIONS. THE PRIMARY PURPOSE OF THE UNIVERSITY'S COLLECTIONS IS TO COLLECT AND PRESERVE THE CULTURAL AND HISTORICAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SU ART GALLERIES - THE ART COLLECTION IS COMPRISED OF A DIVERSE, ENCYCLOPEDIC GROUP OF FINE ART AND ETHNOGRAPHIC OBJECTS BY INTERNATIONAL MAKERS AND REPRESENTS STYLES AND TIME PERIODS FROM PRE-HISTORY TO THE PRESENT. THE ART COLLECTION PROVIDES A MEANINGFUL EDUCATIONAL EXPERIENCE AND ENCOUNTER WITH THE VISUAL ARTS FOR STUDENTS, FACULTY, STAFF AND THE PUBLIC. LAW LIBRARY - THE LAW BOOK COLLECTION IS COMPRISED OF A DIVERSE AND HISTORIC GROUP OF LAW BOOKS. THE LAW LIBRARY PROVIDES ACCESS TO INFORMATION IN ORDER TO ASSIST IN DISCOVERING, OBTAINING AND UNDERSTANDING THE COMPLEX RESEARCH TOOLS OF THE LEGAL PROFESSION. ARCHIVES - THE SYRACUSE UNIVERSITY ARCHIVES IS AN INFORMATION AND RESEARCH CENTER FOR FACULTY, STAFF, STUDENTS AND OTHERS INTERESTED IN THE HISTORY OF THE UNIVERSITY. IT IS DEDICATED TO PRESERVING RECORDS THAT DOCUMENT THE HISTORY, ORGANIZATION POLICIES, ACTIVITIES, AND PEOPLE OF THE UNIVERSITY, AND MAKING THOSE RECORDS AVAILABLE TO RESEARCHERS AND OTHER INTERESTED PARTIES. THE ARCHIVES ACCEPTS MATERIALS FROM SCHOOLS, COLLEGES AND DEPARTMENTS, ALUMNI, THE GENERAL PUBLIC AND THE UNIVERSITY'S CLUBS AND ORGANIZATIONS. THE ARCHIVES DOES, ON OCCASION, SOLICIT MATERIAL FROM FACULTY AND OTHERS THAT WILL ENHANCE THE OVERALL RESEARCH VALUE OF THE COLLECTION. TO BE ELIGIBLE FOR INCLUSION, THE RECORDS MUST HAVE SOME CONNECTION TO THE UNIVERSITY. ARCHIVAL RECORDS INCLUDE BUT ARE NOT LIMITED TO THE RECORDS OF THE CHANCELLOR AND THE BOARD OF TRUSTEES; MINUTES, CORRESPONDENCE AND REPORTS OF SCHOOLS, COLLEGES AND DEPARTMENTS; PAPERS OF FACULTY, STAFF AND ALUMNI; CURRICULUM INFORMATION INCLUDING ON-LINE CLASSES; PUBLICATIONS; PHOTOGRAPHS, SLIDES, VIDEOTAPES AND MOTION PICTURE FILMS; THESES AND DISSERTATIONS; NEWSPAPER CLIPPINGS; AND MEMORABILIA. LIBRARY - THE IDEA OF THE LIBRARY - A REFUGE FOR HUMAN KNOWLEDGE - IS TIMELESS. SYRACUSE UNIVERSITY LIBRARY'S COLLECTIONS SPAN 4,000 YEARS AND RANGE FROM SUMERIAN CUNEIFORM TABLETS TO 21ST CENTURY DIGITAL DATA SETS. EVEN WHILE THE TYPES AND FORMS OF KNOWLEDGE CHANGE, THE LIBRARY STRIVES TO KEEP PACE, NEVER LOSING SIGHT OF ITS PURPOSE: TO COLLECT AND PRESERVE THE CULTURAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS RESEARCH CENTER MAINTAINS AND PROVIDES ACCESS TO DISTINGUISHED COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND OTHER ARCHIVAL MATERIALS. SYRACUSE UNIVERSITY STUDENTS, FACULTY, STAFF, AND OTHER SCHOLARS HAVE AVAILABLE TO THEM MORE THAN 100,000 PRINTED WORKS AND 2,000 ARCHIVAL COLLECTIONS, INCLUDING IMPORTANT EDITIONS, MANUSCRIPTS, DOCUMENTS, LETTERS, DIARIES, DRAWINGS, PHOTOGRAPHS AND MEMORABILIA.
ESCROW ACCOUNT LIABILITYPART IV, LINE 2BTHE UNIVERSITY MAINTAINS A LIMITED NUMBER OF AGENCY FUNDS, WHICH IT HOLDS AS CUSTODIAN OR FISCAL AGENT FOR STUDENT ORGANIZATIONS AND/OR ORGANIZATIONS WITH AN ASSOCIATION TO A UNIVERSITY ACTIVITY, AS AN ACCOMMODATION TO THE ORGANIZATION. THE ORGANIZATIONS ARE THEN ALLOWED TO UTILIZE THE UNIVERSITY'S FINANCIAL SYSTEMS AND RESOURCES TO PROCESS TRANSACTIONS AGAINST THESE FUNDS.
ENDOWMENT FUNDS CONTRIBUTIONSPART V, LINE 1BIN FISCAL YEAR 2011 INCLUDED IN CONTRIBUTIONS IS $204,560,779 ADDED BY THE UNIVERSITY TO ITS ENDOWMENT BY A TRANSFER FROM ITS LONG-TERM INVESTED OPERATING FUNDS. ENDOWMENT FUNDS PART V, LINE 4 THE UNIVERSITY ENDOWMENT CONSISTS OF APPROXIMATELY 1,919 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES; INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS. SPENDING FROM THE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS AND PROFESSORSHIPS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY, WHICH UTILIZES AN ANNUAL DISTRIBUTION PER UNIT MULTIPLIED BY THE PERCENTAGE APPROVED BY THE TRUSTEE AND INVESTMENT AND ENDOWMENT COMMITTEE, IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENTS REAL VALUE.
FIN48 (ASC 740) FOOTNOTE - LIABILITY FOR UNCERTAIN TAX POSITIONSPART X, LINE 2THE UNIVERSITY IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. SYRACUSE UNIVERSITY HOTEL AND CONFERENCE CENTER LLC, WHOLLY OWNED BY THE UNIVERSITY IS REPORTED IN THE UNIVERSITY'S INCOME TAX FILINGS. DRUMLINS, INC. IS A TAXABLE SUBSIDIARY OF THE UNIVERSITY, FILING ITS OWN TAX RETURNS. THE INCOME TAX CONSEQUENCES, IF ANY, FROM THESE ENTITIES ARE REFLECTED IN THE FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUAL OR IN THE AGGREGATE, UPON THE UNIVERSITY'S FINANCIAL STATEMENTS. THE SYRACUSE UNIVERSITY (USA) LONDON PROGRAM, CREATED FOR THE ADVANCEMENT OF EDUCATION, IS A REGISTERED CHARITY UNDER THE LAWS OF ENGLAND. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
OTHER CHANGES IN NET ASSETSPART XI, LINE 8SUBSIDIARIES - NET $ (393,487) POSTRETIREMENT BENEFIT OBLIGATION CHANGE $ (2,107,165) ------------------ $ (2,500,652)
OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURNPART XII, LINE 2DREVENUES OF SUBSIDIARIES $ 1,355,650 FINANCIAL AID $ (254,824,502) INVESTMENT MANAGEMENT FEES $ (2,817,395) ------------------ TOTAL $ (256,286,247)
OTHER REVENUE INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XII, LINE 4BINTERCOMPANY REVENUE ELIMINATION $ 1,191,700 RENTAL AND FUNDRAISING EXPENSES $ (1,252,727) ------------------ TOTAL $ (61,027)
OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURNPART XIII, LINE 2DEXPENSES OF SUBSIDIARIES $ 1,749,137 RENTAL AND FUNDRAISING EXPENSES $ 1,252,727 POSTRETIREMENT BENEFIT OBLIGATION CHANGE $ 2,107,165 ------------------ TOTAL $ 5,109,029
OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XIII, LINE 4BINTERCOMPANY EXPENSE ELIMINATION $ 1,191,700 FINANCIAL AID $ 254,824,502 ------------------ TOTAL $ 256,016,202

Schedule E IRS990ScheduleE

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

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NONDISCRIMINATORY POLICYLINE 3SYRACUSE UNIVERSITY'S RACIAL NONDISCRIMINATORY POLICY IS DISCLOSED IN ITS COURSE CATALOG AND TUITION AND FEES BOOKLET. THE UNIVERSITY'S POLICIES CAN ALSO BE FOUND AT: SUPOLICIES.SYR.EDU
FINANCIAL AID OR ASSISTANCELINE 6ATHE UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM FEDERAL AGENCIES, SUCH AS PELL GRANT ($16,937,220), FEDERAL WORK STUDY PROGRAM ($2,970,694), PERKINS LOAN FUNDS ($3,789,237), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT ($2,708,597).

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (26 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Investments165714792
Central America and the Caribbean00Program Services167206HIGHER ED
Central America and the Caribbean00Fundraising16869
East Asia and the Pacific00Investments38218
East Asia and the Pacific230Program Services2110548HIGHER ED
East Asia and the Pacific00Grantmaking1244917
East Asia and the Pacific00Fundraising3518
Europe (Including Iceland and Greenland)00Investments1196801
Europe (Including Iceland and Greenland)5171Program Services24989477HIGHER ED
Europe (Including Iceland and Greenland)00Grantmaking7857660
Europe (Including Iceland and Greenland)00Fundraising30766
Middle East and North Africa00Program Services523097HIGHER ED
Middle East and North Africa00Grantmaking95528
Middle East and North Africa00Fundraising147484
North America00Investments265506
North America00Program Services356167HIGHER ED
North America00Fundraising3362
Russia and the Newly Independent States00Program Services11017HIGHER ED
South America19Program Services844548HIGHER ED
South America00Grantmaking298663
South Asia00Program Services138777HIGHER ED
South Asia00Grantmaking28750
South Asia00Fundraising1389
Sub-Saharan Africa00Program Services453264HIGHER ED
Sub-Saharan Africa00Grantmaking162639
Sub-Saharan Africa00Fundraising200
FieldValueIRS element (for citing)
Subtotal Number Of Offices7SubtotalNumberOfOffices
Subtotal Number Of Employees201SubtotalNumberOfEmployees
Cont Number Of Offices1ContNumberOfOffices
Cont Number Of Employees9ContNumberOfEmployees
Total Number Of Offices8TotalNumberOfOffices
Total Number Of Employees210TotalNumberOfEmployees
Subtotal Amount Spent204761916SubtotalAmountSpent
Cont Amount Spent1939247ContAmountSpent
Total Amount Spent206701163TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionCent. America/CaribbeanRegion
Purpose Of GrantEDUCATIONPurposeOfGrant
Amount Of Non Cash Assistance16575AmountOfNonCashAssistance
Description Of Non Cash AssistanceCOMP NETWORKDescriptionOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs0TotalNumberOf501c3Orgs
Total Number Of Other Orgs1TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIPSEast Asia/Pacific1291244917TUITION DISC
SCHOLARSHIPSEurope/Iceland/Greenland11397857660TUITION DISC
SCHOLARSHIPSMiddle East/North Africa895528TUITION DISC
SCHOLARSHIPSSouth America31298663TUITION DISC
SCHOLARSHIPSSouth Asia228750TUITION DISC
SCHOLARSHIPSSub-Saharan Africa17162639TUITION DISC
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriestrueBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.PART I, LINE 2SU PROVIDED MORE THAN $9.6 MILLION IN INSTITUTIONAL FINANCIAL AID TO STUDENTS IN 2010-11. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. MOST SCHOLARSHIPS ARE NEED-BASED. STUDENTS MUST APPLY FOR NEED-BASED FINANCIAL AID AWARDS BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THIS IS A STANDARD FORM USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. FINANCIAL AID IS GENERALLY LIMITED TO THE AMOUNT OF TUITION, BUT CAN ALSO INCLUDE PARTIAL FUNDING FOR THE PROGRAM FEE (HOUSING AND FIELD TRIPS).
BASIS OF ACCOUNTINGPART I, LINE 3, COLUMN FTHE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL.
NUMBER OF RECIPIENTSPART III, COLUMN (C)THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT ACCOUNTS IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2011. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1MIRROR AWARDSNameOfEvent1
Gross Receipts Event1202572GrossReceiptsEvent1
Charitable Contributions Event1174250CharitableContributionsEvent1
Gross Revenue Event128322GrossRevenueEvent1
Other Direct Expenses Event1223926OtherDirectExpensesEvent1
Name Of Event2HARDWOOD BANQNameOfEvent2
Gross Receipts Event260550GrossReceiptsEvent2
Charitable Contributions Event223425CharitableContributionsEvent2
Gross Revenue Event237125GrossRevenueEvent2
Rent Facility Costs Event227557RentFacilityCostsEvent2
Other Direct Expenses Event21295OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events100930GrossReceiptsOtherEvents
Charitable Contrib Other Events42949CharitableContribOtherEvents
Gross Revenue Other Events57981GrossRevenueOtherEvents
Rent Facility Costs Other Events18303RentFacilityCostsOtherEvents
Other Direct Expenses Other Events144373OtherDirectExpensesOtherEvents
Gross Receipts Total364052GrossReceiptsTotal
Charitable Contributions Total240624CharitableContributionsTotal
Gross Revenue Total Events123428GrossRevenueTotalEvents
Rent Facility Costs Total Events45860RentFacilityCostsTotalEvents
Other Direct Expenses Total Events369594OtherDirectExpensesTotalEvents
Direct Expense Summary Events415454DirectExpenseSummaryEvents
Net Income Summary-292026NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
EVERSON MUSEUM OF ART
401 HARRISON STREETSYRACUSENY13202150616499501(C)(3)200000COLLABORATIVE SUPP.
SYRACUSE OPERA
411 MONTGOMERY STREETSYRACUSENY13202237167068501(C)(3)FUNDRAISING SUPPORT9500FMVATHLETIC SEATING
UNITED WAY OF CNY
518 JAMES STREETSYRACUSENY13220150532073501(C)(3)10000COLLABORATIVE SUPP.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
SU STUDENT SCHOLARSHIPS AND FINANCIAL AID17966234624482
SEOG24572708597
HEOP316488947
ROOM AND BOARD6257314319
PROVISION OF BOOKS AND SUPPLIES422198244FMVBOOKS AND SUPPLIES

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITORING THE USE OF GRANTS IN THE U.S.PART I, LINE 2SU PROVIDED MORE THAN $245 MILLION IN INSTITUTIONAL AID TO UNDERGRADUATE AND GRADUATE STUDENTS IN 2010-11. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID: THE COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE; AND THE FREE APPLICATION FOR FEDERAL STUDENT AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. MERIT SCHOLARSHIPS ARE GENERALLY LIMITED TO THE AMOUNT OF TUITION. STUDENTS REACHING THE "TUITION" LIMIT ARE INELIGIBLE FOR ADDITIONAL SCHOLARSHIPS FROM THE UNIVERSITY. NEED-BASED AID CAN BE USED FOR ALL EDUCATIONAL RELATED EXPENSES IN ADDITION TO TUITION.
GRANTS TO ORGANIZATIONS IN THE U.S.PART IITHE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE EVERSON MUSEUM OF ART (EVERSON) FOR COLLABORATIVE ACTIVITIES THAT ENHANCE THE MISSION OF BOTH THE UNIVERSITY AND THE EVERSON. THE UNIVERSITY AND EVERSON MAINTAIN REGULAR CONTACT REGARDING THE COLLABORATIVE EFFORTS. THE UNIVERSITY MADE A GRANT TO THE SYRACUSE OPERA, A 501(C)(3) ORGANIZATION, AND RECEIVED ACKNOWLEDGMENT THAT THE GRANT WILL BE USED FOR THEIR FUNDRAISING EFFORTS. FINANCIAL SUPPORT WAS PROVIDED TO THE LITERACY COALITION OF ONONDAGA COUNTY THROUGH THE UNITED WAY OF CENTRAL NEW YORK IN SUPPORT OF THE COLLABORATIVE EFFORTS WITH THE SAY YES TO EDUCATION PROGRAM AND PROLITERACY. NUMBER OF RECIPIENTS, PART III, COLUMN (B) THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT ACCOUNTS IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2011. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE PER FINANCIAL AID TYPE.

Schedule J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (30 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
NANCY CANTOR
615327000276976010000001260850111838802294490
REBECCA L FOOTE
1631650005109000277280196002000
MARILYN R HIGGINS
204344000954000280480233346000
RUTH E KAPLAN
24595000079000433030289332000
GINA LEE-GLAUSER
20244700036000491550251638000
LOUIS G MARCOCCIA
48827102940001262045740399850563492000
JENA PRIDEAUX MCWHA
1469870003600086780155701000
CHARLES P MERRIHEW
22618300036000708030297022000
ELIZABETH O'ROURKE
24156300036000367060278305000
KEVIN C QUINN
21593000036000380770254043000
DONALD A SALEH
25271700079000326550285451000
CHRISTOPHER M SEDORE
21957400036000404840260094000
BRIAN C SISCHO
22303700036000385930261666000
ERIC F SPINA
4448700001790121840414370498670000
THOMAS J WALSH
34274600014892900070583056225801249990
BARBARA L WELLS
20728000036000228030230119000
THOMAS V WOLFE
20106100036000575540258651000
YOULONDA MORGAN
1826840000000361110218795000
GEORGE M LANGFORD
362307000496000277980390601000
PETER WEBBER
2038710000000639690267840000
JAMES A BOEHEIM JR
1577523013000007771708000004033601905576000
DOUGLAS C MARRONE
11081070100000084900004267901259276000
DARYL J GROSS
47754904500006079000414290570057000
KENNETH A SHAW
35308400015521000037485054577901498240
MELVIN T STITH
439770000393000340650474228000
DEBORAH A FREUND
30297904303906623000297220382363000
PAUL B GANDEL
1041010000000167140120815000
BEN R WARE
300595000396000390470340038000
BARRY L WELLS
000013859000000138590000
CATHRYN R NEWTON
2284960000000397000268196000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SUPPLEMENTAL INFORMATIONSCHEDULE J, PART IITHE FOLLOWING FOOTNOTES TO CERTAIN ENTRIES ON THIS YEAR'S FORM 990 ARE OFFERED TO HELP CLARIFY SOME OF THE ENTRIES ON THIS YEAR'S FORM 990, USING THE UNIVERSITY'S CHANCELLOR, NANCY CANTOR, AS THE EXAMPLE. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (B)(I) "BASE COMPENSATION": THE AMOUNT REPORTED ($615,327) FOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN (B)(I) "BASE COMPENSATION" REFLECTS SIX MONTHS OF VOLUNTARY 10% BASE PAY REDUCTION TAKEN BY THE CHANCELLOR IN FISCAL YEAR 2011. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (B)(III) "OTHER REPORTABLE COMPENSATION" THE AMOUNT REPORTED FOR CHANCELLOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN B(III) "OTHER REPORTABLE COMPENSATION" REFLECTS A $276,623 DEFERRED RETIREMENT PAYMENT MADE TO THE CHANCELLOR IN FY2010-11, AS REQUIRED BY THE UNIVERSITY'S CONTRACT WITH HER. MORE THAN 80% OF THESE FUNDS, ($229,449 AS REPORTED IN COLUMN F) HAD ALREADY BEEN REPORTED ON PRIOR YEARS' FORMS 990. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (C) "DEFERRED COMPENSATION": THE AMOUNT REPORTED ($100,000) FOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN (C) "DEFERRED COMPENSATION" REFLECTS DEFERRED COMPENSATION BENEFITS THAT HAVE ACCRUED BUT NOT YET VESTED, AND THEREFORE HAVE NOT BEEN PAID. SCHEDULE J, PART II, NANCY CANTOR, COLUMN (D) "NONTAXABLE BENEFITS": THE AMOUNT REPORTED ($126,085) FOR NANCY CANTOR IN SCHEDULE J, PART II, COLUMN (D) "NONTAXABLE BENEFITS" REFLECTS AMOUNTS THAT ARE NOT TREATED AS TAXABLE INCOME UNDER THE INTERNAL REVENUE CODE BUT ARE NEVERTHELESS REQUIRED TO BE REPORTED BY THE INSTRUCTIONS APPLICABLE TO THIS YEAR'S FORM 990. THESE PRIMARILY INCLUDE UNIVERSITY CONTRIBUTIONS TO A RETIREMENT PLAN AND UNIVERSITY HOUSING THAT THE CHANCELLOR IS REQUIRED TO OCCUPY.
BENEFITSPART I, LINE 1AFIRST-CLASS TRAVEL: CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES UTILIZED FIRST CLASS TRAVEL UNDER THE UNIVERSITY POLICY WHICH STATES: "WHEN TRAVELLING BY PLANE, COACH ACCOMMODATIONS WILL BE USED UNLESS SUCH SPACE IS UNAVAILABLE. THE CHANCELLOR, VICE CHANCELLOR AND PROVOST, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENTS, CABINET OFFICERS AND DEANS MAY MAKE EXCEPTIONS IN THE CASE OF EXTENUATING CIRCUMSTANCES (E.G. DEMANDING FLIGHT SCHEDULE, EXTENDED FLIGHT TIMES) BY GIVING PRIOR WRITTEN AUTHORIZATION FOR FIRST CLASS OR BUSINESS TRAVEL." CHARTER TRAVEL: CERTAIN SYRACUSE UNIVERSITY OFFICERS, TRUSTEES, AND HIGHLY COMPENSATED EMPLOYEES UTILIZED AIRLINE TRAVEL FOR BUSINESS PURPOSES. CHARTER TRAVEL ELIMINATES THE TIME CONSTRAINTS OF COMMERCIAL AIR TRAVEL, IS COST EFFECTIVE AND PERMITS GREATER SUPERVISION OF STUDENTS. TRAVEL FOR COMPANIONS: CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES HAD COMPANION TRAVEL. THIS TRAVEL WAS DETERMINED TO BE BUSINESS OR PERSONAL AND TAXABLE, BASED UPON THE FACTS AND CIRCUMSTANCES OF EACH SPECIFIC INCIDENCE, AND WAS TREATED ACCORDINGLY, FOR REPORTING PURPOSES. HOUSING ALLOWANCE: THE CHANCELLOR IS PROVIDED WITH LODGING BENEFITS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. INCLUDED IN FORM 990 PART VII, SECTION A, COLUMN (D) IS THE COMPUTED NON-TAXABLE MARKET VALUE OF THE CHANCELLOR'S OCCUPANCY OF SUCH PREMISES. HEALTH OR SOCIAL CLUB DUES: CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED MEMBERSHIPS IN HEALTH OR SOCIAL CLUBS. CLUB DUES ARE DETERMINED TO BE TAXABLE OR NON-TAXABLE BASED UPON THE PERCENTAGE OF BUSINESS AND PERSONAL USE AS REPORTED ON CLUB USE CERTIFICATION STATEMENTS SUBMITTED BY THE INDIVIDUALS WITH THE MEMBERSHIPS. THE TAXABLE PORTION WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. PERSONAL SERVICES: AS PART OF ITS EMPLOYMENT AGREEMENT FOR THE CHANCELLOR, SU PROVIDES A RESIDENCE MANAGER AT THE UNIVERSITY-OWNED OFFICIAL CHANCELLOR'S RESIDENCE. THE CHANCELLOR REIMBURSES THE UNIVERSITY FOR THE VALUE OF ANY NON-UNIVERSITY RELATED PERSONAL USE THROUGH AN AFTER-TAX DEDUCTION TAKEN FROM HER SEMI-MONTHLY PAY.
NON-FIXED PAYMENTSPART I, LINE 7CERTAIN OFFICERS RECEIVED EXTRA SERVICE PAYMENTS. AN EXTRA SERVICE PAYMENT IS FOR RECOGNITION OF SERVICES ABOVE NORMAL JOB RESPONSIBILITIES. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' COMPENSATION REPORTED ON FORM W-2. CERTAIN HIGHLY COMPENSATED EMPLOYEES RECEIVED VARIABLE PAY AWARDS. A VARIABLE PAY AWARD IS A ONE-TIME PAYMENT MADE IN RECOGNITION OF SIGNIFICANT ONE-TIME ACCOMPLISHMENTS DESERVING OF REWARD. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' COMPENSATION REPORTED ON FORM W-2.
COMPENSATION FROM UNRELATED ORGANIZATIONSSCHEDULE J, PART II, SUPPLEMENTAL INFORMATIONTHE FOLLOWING IS INCLUDED IN THE BASE COMPENSATION REPORTED IN PART II, COLUMN (B) (I) JAMES A. BOEHEIM JR.'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $1,577,523, INCLUDES $383,060 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $1,000,000 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099. ALSO INCLUDED IS NET INCOME OF $194,463 REALIZED BY BIG ORANGE BASKETBALL CAMP FROM CONDUCTING A SUMMER BASKETBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. DOUGLAS C. MARRONE'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $1,108,107, INCLUDES $296,121 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $800,000 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099. ALSO INCLUDED IS NET INCOME OF $11,986 REALIZED BY DOUGLAS C. MARRONE ENTERPRISES, INC. FROM CONDUCTING A SUMMER FOOTBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. DARYL J. GROSS' TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $477,549, INCLUDES $417,549 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND $60,000 FROM IMG WORLDWIDE, INC. WHICH WAS REPORTED BY IMG WORLDWIDE, INC. ON FORM 1099.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

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

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredAmount UnspentAmountUnspent
800000001339056681104779798402008falsefalsetruetrue
105000000631443420001043265572010falsefalsetruetrue2100000
408967144018112248735857285falsefalsefalsetrue1200004615131
704400005184392901369892548truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

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

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
GOLDMAN SACHS
falsetruetrue24.5falsefalsefalsefalsefalse
GOLDMAN SACHS
falsetruetrue26.1falsefalsefalsefalsefalse
MORGAN STANLEY
falsetruetrue18.4falsefalsefalsefalsefalse
MORGAN STANLEY
falsetruetrue18.4falsefalsefalsefalsefalse

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierPLEASE SEE SCHEDULE OIdentifier

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (11 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
STEVEN R BRECHIN
SPOUSE- NANCY CANTOR87270UNIV. EMPLOYEE- PROFESSORfalse
MARK N GLAUSER
SPOUSE- GINA LEE-GLAUSER178743UNIV. EMPLOYEE- ASSOC DEANfalse
THOMAS KNIESNER
SPOUSE- DEBORAH A. FREUND162822UNIV. EMPLOYEE- PROFESSORfalse
SYLVIA T LANGFORD
SPOUSE- GEORGE M LANGFORD115966UNIV. EMPLOYEE- ASSOC. VPfalse
DAVID P MORGAN
SPOUSE-Y. COPELAND-MORGAN116296UNIV. EMPLOYEE- DIRECTORfalse
KANDICE LYNN SALOMONE
SPOUSE- PAUL B. GANDEL113612UNIV. EMPLOYEE- ASSOC DEANfalse
ERIC S SEDORE
BROTHER- CHRIS M. SEDORE112527UNIV. EMPLOYEE- DIR IT/SERVICEfalse
JAMES STEINBERG
SPOUSE- SHERBURNE ABBOTT50000UNIV. EMPLOYEE DEAN/PROFESSORfalse
DARIA D WEBBER
SPOUSE- PETER WEBBER56999UNIV. EMPLOYEE- SUPERVISORfalse
KIMBERLY N WOLFE
DAUGHTER- THOMAS V.WOLFE14195UNIV. EMPLOYEE-HOURLY EMPLOYEEfalse
DRUMLINS INC
BOARD MEMBERS274730DINING AND RECREATION SERVICESfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTIONS WITH INTERESTED PERSONSIdentifier
Return ReferencePART IVReturnReference
ExplanationDRUMLINS, INC'S BOARD MEMBERS INCLUDE LOUIS G. MARCOCCIA AND BARBARA L. WELLS WHO DO NOT HAVE A PERSONAL INTEREST IN DRUMLINS BUT ARE OFFICERS OF SYRACUSE UNIVERSITY AND DRUMLINS, INC.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F990176500NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990585357NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions126NumberOfContributions
Noncash Contribs Rptd F9903821894NoncashContribsRptdF990
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99060210NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XSPONSORED EQUIP1072032259MARKET VALUE
XSPONSORED BLDGS5910444MARKET VALUE
FieldValueIRS element (for citing)
Number Of8283 Received2NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

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

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VOLUNTEERSFORM 990, PART I, LINE 6VOLUNTEERS ARE INDISPENSABLE TO THE UNIVERSITY IN THE ACCOMPLISHMENT OF THE UNIVERSITY'S EDUCATIONAL MISSION. THE BOARD OF TRUSTEES IS A COMPLETELY VOLUNTEER BOARD COMPRISED OF INDIVIDUALS WHO GIVE OF THEIR TIME, ENERGY AND TALENTS TO PROVIDE GUIDANCE FOR THE EFFICIENT AND EFFECTIVE GOVERNANCE OF THE UNIVERSITY. STUDENTS AND STAFF VOLUNTEER THEIR TIME AND EFFORT IN ACTIVITIES SUCH AS HELPING FRESHMEN STUDENTS MOVE INTO DORMITORIES AND ACQUAINTING THEM WITH THE CAMPUS. STUDENTS ALSO ASSIST IN DEVELOPMENT ACTIVITIES, SUCH AS THE ANNUAL "TELEFUND", TO RAISE FUNDS NEEDED TO SUPPORT THE UNIVERSITY'S EDUCATIONAL MISSION.
OTHER PROGRAM SERVICESFORM 990, PART III, LINE 4DOTHER PROGRAM SERVICE EXPENDITURES SUPPORT THE UNIVERSITY'S ACADEMIC AND RESEARCH INITIATIVES THROUGH PROVISION OF ACADEMIC SUPPORT, STUDENT SERVICES AND GENERAL INSTITUTIONAL SUPPORT, THE CRITICAL COMPONENTS TO SEAMLESS DELIVERY AND TO MEETING THE NEEDS AND EXPECTATIONS OF SYRACUSE UNIVERSITY'S STUDENTS AND FACULTY.
BUSINESS RELATIONSHIPSFORM 990, PART VI, SECTION A, LINE 2LOUIS G. MARCOCCIA AND BARBARA L. WELLS HAVE A BUSINESS RELATIONSHIP AS THEY ARE BOTH OFFICERS OF SYRACUSE UNIVERSITY AND DRUMLINS, INC.
REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11BTHE UNIVERSITY PROVIDED ITS SUBSTANTIALLY COMPLETE FORM 990 TO MEMBERS OF THE TRUSTEES AUDIT COMMITTEE AND COMPENSATION COMMITTEE. ACCOMPANYING THE 990 WAS A REPORT HIGHLIGHTING IMPORTANT SECTIONS, DATA AND POINTS, AND CHANGES FROM THE PREVIOUS FORM 990. A CONFERENCE CALL WITH THESE COMMITTEE MEMBERS WAS HELD FOR THE UNIVERSITY'S EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND ITS COMPTROLLER TO REVIEW THE FORM AND SUMMARY REPORT. THIS REVIEW INCLUDED A WALKTHROUGH OF THE FORM AND SCHEDULES WITH DIALOGUE ON SIGNIFICANT ITEMS AND POINTS AND A FURTHER EXPANSION OF INFORMATION PROVIDED IN THE SUMMARY REPORT. QUESTIONS WERE ADDRESSED AS RAISED BY COMMITTEE MEMBERS.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12CTHE UNIVERSITY'S REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT COMPLIANCE OF THE CONFLICT OF INTEREST POLICY: ARTICLE X OF THE UNIVERSITY'S BYLAWS REQUIRE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE BE COMPLETED BY EACH TRUSTEE AND OFFICER. ADDITIONALLY, THE UNIVERSITY REQUIRES KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES AND OTHER IDENTIFIED EMPLOYEES AND GROUPS OF EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. ALL COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE DIRECTOR OF AUDIT AND MANAGEMENT ADVISORY SERVICES; THE COMPTROLLER ALSO REVIEWS THOSE OF TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. CONFLICTS ARE AGGREGATED INTO A REPORT WHICH IS PROVIDED TO THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE; MEMBERS OF THE CHANCELLOR'S CABINET ALSO REVIEW THE REPORT.
COMPENSATION POLICYFORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CHANCELLOR AND PRESIDENT, OFFICERS, KEY EMPLOYEES AND CERTAIN OTHER COVERED INDIVIDUALS IS ESTABLISHED ACCORDING TO UNIVERSITY POLICIES. THE UNIVERSITY'S COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES BOTH UNIVERSITY DATA AND THAT OF COMPARABLE INSTITUTIONS. THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION WITHIN THE MIDDLE OF THE RANGE OF COMPARABILITY DATA, MAKES A RECOMMENDATION TO THE UNIVERSITY'S EXECUTIVE COMMITTEE WHO THEN MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF A PROPOSAL IS DEEMED TO BE REASONABLE, THE EXECUTIVE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION WITHIN 60 DAYS AFTER THE DATE THE DETERMINATION WAS MADE AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE EXECUTIVE COMMITTEE.
JOINT VENTUREFORM 990, PART VI, SECTION B, LINE 16APARTICIPATION WITH A TAXABLE ENTITY: JPMORGAN CHASE & CO. AND SYRACUSE UNIVERSITY ESTABLISHED A UNIQUE CORPORATE-UNIVERSITY COLLABORATION. THE PURPOSE OF THE COLLABORATION IS TO DEVELOP EDUCATION AND WORK EXPERIENCE INNOVATIONS IN THE AREA OF FINANCIAL SERVICES INFORMATION TECHNOLOGY, LEVERAGING EACH OTHER'S KNOWLEDGE AND EXPERTISE IN THE BUILDING OF A BEST IN CLASS CURRICULUM FOR ENTRY LEVEL TECHNOLOGISTS AND TO COLLABORATE ON PROJECTS OF JOINT INTEREST THAT PROVIDE VALUE TO BOTH ORGANIZATIONS AND TO SOCIETY. EMPLOYEES OF JPMORGAN CHASE & CO. ARE JOINING WITH SYRACUSE UNIVERSITY FACULTY AND STUDENTS TO CREATE A COMPREHENSIVE, INTERDISCIPLINARY CURRICULUM FOCUSED ON THE FIELDS OF GLOBAL ENTERPRISE TECHNOLOGY SYSTEMS. SYRACUSE UNIVERSITY JOINED THE CENTER FOR APPLIED IDENTITY MANAGEMENT RESEARCH (CAIMR). CAIMR IS DEDICATED TO SOLVING SOCIETY'S MOST CRITICAL IDENTITY MANAGEMENT CHALLENGES THROUGH APPLIED RESEARCH.
PUBLIC DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE UNIVERSITY'S WEBSITE.
CONTINUATION OF OFFICERS, ATTACHMENT 3FORM 990, PART VII, SECTION ANANCY CANTOR, COLUMNS D AND F "REPORTABLE COMPENSATION FROM THE ORGANIZATION" "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS": THE TOTAL OF THE AMOUNTS REPORTED IN COLUMN D "REPORTABLE COMPENSATION FROM THE ORGANIZATION" ($892,303) AND COLUMN F "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS" ($226,085) EQUALS THE TOTAL OF THE COMPENSATION RECEIVED BY NANCY CANTOR AS SHOWN IN COLUMN E ON SCHEDULE J, PART II. THE AMOUNT IN COLUMN D INCLUDES BASE COMPENSATION AND OTHER MISCELLANEOUS COMPENSATION. THE AMOUNT IN COLUMN F INCLUDES ESCROWED DEFERRED COMPENSATION, WHICH HAS NOT BEEN RECEIVED, ALONG WITH THE VALUE OF NON-TAXABLE BENEFITS.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 5UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS $ 46,752,783 UNREALIZED CHANGE FROM INTEREST RATE SWAP AGREEMENTS AND FOREIGN CURRENCY EXCHANGE FORWARD CONTRACTS $ 18,912,572 POSTRETIREMENT BENEFIT OBLIGATION CHANGE $ (2,107,165) -------------- $ 63,558,190
BOND ISSUESCHEDULE K, PART II, ITEM C:THESE BONDS WERE ISSUED AT A PREMIUM OF $4,011,714. THE FACE AMOUNT OF THE BONDS IS $31,800,000.
BOND ISSUESCHEDULE K, PART II, ITEM D:A PORTION OF THESE BONDS WERE ISSUED TO REPLACE THE 1999 BONDS THAT WERE PURCHASED BACK FROM BONDHOLDERS PURSUANT TO AN OFFER TO PURCHASE DATED DECEMBER 3, 2009. THE OFFER CONTAINED AN 8% DISCOUNT. THE DISCOUNTED AMOUNT OF THE BONDS REDEEMED WAS $69,483,000. AN ADDITIONAL AMOUNT OF $6,042,000 WAS ISSUED TO MAKE A LOAN TO THE UNIVERSITY TO FINANCE THE COSTS OF UNDERTAKING A PROJECT. THE TOTAL AMOUNT OF THIS BOND ISSUE IS THE FACE AMOUNT OF 1999 BONDS (NON-DISCOUNTED) THAT WERE REDEEMED.
YEAR OF SUBSTANTIAL COMPLETIONSCHEDULE K, PART II, COLUMN D, LINE 13:NOT APPLICABLE DUE TO THE ISSUE BEING A REFUNDING ISSUE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 UNIVERSITY AVEAddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13210ZIPCode
FieldValueIRS element (for citing)
EIN161586346EIN
Primary ActivitiesACCOMODATIONPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Total Income11838200TotalIncome
EOY Assets15237950EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SUBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
SYRACUSE UNIVERSITY PRESS
621 SKYTOP RD STE 110SYRACUSENY13244150621510PUBLICATIONNY501(C)(3)11ASU
SU ALUMNI ASSOCIATION
401 UNIVERSITY PLACESYRACUSENY13244161431749ALUMNI ACTVTYNY501(C)(3)11ASU
SU LONDON USA
EDUCATIONN/AN/ASU48 OLD GLOUCESTER STLONDONUKWC1N 38EUK

Form990 Schedule R Part IV Form990ScheduleRPartIV (15 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
DRUMLINS INC
800 NOTTINGHAM RDSYRACUSENY13224150516881DINING/RECNYSYRACUSE UNIVC CORP307610756851091.00000
JRT CRAT
10410 ROSEMONT COURTFT MYERSFL33908161390340CRATNYSYRACUSE UNIVTRUST0917990.72977
PAF 6 NICRUT
896 SHENK DRIVENEWPORTPA17074166453367NICRUTPASYRACUSE UNIVTRUST02150410.65639
JG CRUT
33 DUNE DRIVECHATHAMMA026332519050485857CRUTFLSYRACUSE UNIVTRUST0767630.83509
JEM CRUT
1300 SW SHORELINE DRIVEPALM CITYFL34990166453370CRUTNYSYRACUSE UNIVTRUST0751580.74015
LS CRUT
228 CROYDEN ROADSYRACUSENY13224166453372CRUTNYSYRACUSE UNIVTRUST0651450.83134
WJD CRAT
1550 NE OCEAN BLVD APT B202STUARTFL34996166472627CRATNYSYRACUSE UNIVTRUST0866740.80010
N&JC CRUT
20027 WATERS EDGE DRIVEBOCA RATONFL33434223296477CRUTNYSYRACUSE UNIVTRUST0301630.65629
DL PRE 69 CRT
16 ORIOLE PATHLIVERPOOLNY13090999999999PRE69 CRTNYSYRACUSE UNIVTRUST0848180.59966
DL PRE 69 CRT
4916 BRAMBLEWOOD TRAILCANANDAIGUANY14424999999999PRE69 CRTNYSYRACUSE UNIVTRUST0937550.66285
WS CRUT
1417 SUNSET RIDGEWATERTOWNNY13601226639433CRUTNYSYRACUSE UNIVTRUST04374950.77848
JDH CRUT
3892 BYRNWYCK PLACE NEATLANTAGA30319202601946CRUTNYSYRACUSE UNIVTRUST01756530.53694
TRUST UW OF DD FBO AD
5120 SOUTHLAKE DRALPHARETTAGA30005166225040TRUST UNDERWILLNYSYRACUSE UNIVTRUST03171480.60139
TRUST UW OF DD FBO HD
106 WHITFIELD ROADFRANKLINNC28734166225041TRUST UNDERWILLNYSYRACUSE UNIVTRUST03103070.58815
JWM 6 PL CRUT
29 FAY LANENORTHBOROUGHMA01532047026679CRUTNYSYRACUSE UNIVTRUST013035250.61490
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
DRUMLINS INC
O274730
DRUMLINS INC
Q623463
DRUMLINS INC
J72500
DRUMLINS INC
L425852
DRUMLINS INC
P308402