GEORGE WASHINGTON UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE WASHINGTON UNIVERSITY (EIN 53-0196584)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201231319349302063
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T13:52:32-05:00 | 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 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K STREET NW 800W | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | 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 | 530196584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE WASHINGTON UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 7037268324 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TAX DEPT45155 RESEARCH PLACE NO 160 | AddressLine1 |
| City | ASHBURN | City |
| State | VA | State |
| ZIP Code | 201474192 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA DICKENSON | Name |
| Title | COMPTROLLER | Title |
| Phone | 7037264191 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRAVIS L PATTON | Name |
| Phone | 2024141000 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | STEVEN KNAPP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 EYE ST NW 801 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1460677559 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GWU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1821 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION AND RESEARCH - SEE THE MISSION STATEMENT ON SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14361 | TotalNbrEmployees |
| Total Nbr Volunteers | 6300 | TotalNbrVolunteers |
| Total Gross UBI | 14849747 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 48411949 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 64628819 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1058527178 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1087614052 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17535 | InvestmentIncomePriorYear |
| Investment Income Current Year | 61655151 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22802690 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24786748 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1129759352 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1238684770 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 219281489 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 227497558 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 531602631 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 566470070 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 365017 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 716460 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 24118772 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 419421257 | OtherExpensePriorYear |
| Other Expenses Current Year | 425638931 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1170670394 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1220323019 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -40911042 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18361751 | RevenuesLessExpensesCY |
| Total Assets BOY | 2897272540 | TotalAssetsBOY |
| Total Assets EOY | 3210191235 | TotalAssetsEOY |
| Total Liabilities BOY | 1236666761 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1349548302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1660605779 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1860642933 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE THE MISSION STATEMENT ON SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 834574859 | Expense |
| Grants | 215807126 | Grants |
| Revenue | 814138783 | Revenue |
| Description | EDUCATION:GW'S MISSION IS TO PREPARE OUR STUDENTS TO BECOME SUCCESSFUL IN FURTHERING STUDIES AND/OR CAREERS; TO MATURE TO BE SELF-SUFFICIENT, CONTRIBUTING CITIZENS; AND SIMILAR TO THE ROLE MODELS AND MENTORS THEY ENCOUNTER, TO SEE THEMSELVES AS THOUGHT LEADERS AND WORLD-CHANGERS. GW HAS DEVELOPED ACADEMIC OFFERINGS THAT COMBINE DISCIPLINES, STAY ABREAST OF ADVANCES IN HUMAN KNOWLEDGE, AND PREPARE OUR STUDENTS FOR PROMISING CAREERS.STUDENTS FROM ALL 50 STATES AND THE DISTRICT OF COLUMBIA AND 131 COUNTRIES ATTEND GW. TOTAL FALL ENROLLMENT FOR ALL CAMPUSES FOR ACADEMIC YEAR END 2011 WAS 20,654. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157935482 | Expense |
| Grants | 11690432 | Grants |
| Revenue | 139756598 | Revenue |
| Description | RESEARCH AND OTHER SPONSORED PROJECTS:RESEARCH IS AN INTEGRAL PART OF GW'S EDUCATIONAL MISSION. RESEARCH OFFERS FACULTY, RESEARCH STAFF AND STUDENTS EXCITING AND VARIED OPPORTUNITIES TO CREATE, SYNTHESIZE, APPLY, SHARE AND ADVANCE KNOWLEDGE IN SCIENTIFIC, MEDICAL, PUBLIC HEALTH, TRANSPORTATION, AND OTHER ARENAS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 106160142 | Expense |
| Revenue | 133718671 | Revenue |
| Description | AUXILIARY ENTERPRISES AND OTHER:GW PROVIDES A NUMBER OF SERVICES THAT SUPPORT LEARNING, BUILD COMMUNITY AND ENHANCE THE OVERALL QUALITY OF STUDENT LIFE. AUXILIARY ENTERPRISES INCLUDE FACILITIES AND RESIDENTIAL PROPERTY MANAGEMENT, DINING, BOOKSTORE, PARKING, STUDENT HEALTH, MAIL AND LAUNDRY SERVICES. GW'S MARVIN CENTER HOUSES DINING FACILITIES, STUDENT ORGANIZATION OFFICES AND MEETING ROOMS AND IS UTILIZED BY STUDENTS, FACULTY, STAFF, AND VISITORS.FOR MORE INFO ABOUT GW'S PROGRAMS & ACCOMPLISHMENTS, SEE THE 2010-2011 FINANCIAL REPORT ON THE COMPTROLLER'S OFFICE'S WEBSITE AT: HTTP://FINANCEOFFICE.GWU.EDU/ANNUAL_REPORTS.HTML. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1098670483 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36153 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 14361 | 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 | BR | NameOfForeignCountry |
| Name Of Foreign Country | CJ | 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA DICKENSON COMPTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7037264191 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45155 RESEARCH PLACE SUITE 260 | AddressLine1 |
| City | ASHBURN | City |
| State | VA | State |
| ZIP Code | 201474192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| W RUSSELL RAMSEY | |||||||||
| CHRMN OF THE BD/COMM CHR | 5.00 | X | 0 | 0 | 0 | ||||
| NELSON A CARBONELL JR | |||||||||
| V CHR OF THE BD/COMM CHR | 5.00 | X | 0 | 0 | 0 | ||||
| I ALLAN FROM | |||||||||
| SECRETARY OF THE BD/COMM CHR | 5.00 | X | 0 | 0 | 0 | ||||
| CYNTHIA BAKER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD W BLACKBURN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARIA MATILDE BONETTI | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| CHRISTOPHER J BRIGHT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GEORGE A COELHO | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| HEATHER S FOLEY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GARY GRANOFF | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARK V HUGHES | |||||||||
| TRUSTEE/COMM CHAIR | 3.00 | X | 0 | 0 | 0 | ||||
| JAMES F HUMPHREYS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MORTON P HYMAN THROUGH 123110 | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID KARLGAARD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STUART S KASSAN MD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JAY E KATZEN MD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BOBBIE GREENE KILBERG | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| J RICHARD KNOP | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| PETER B KOVLER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GERALD S LAZARUS MD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RANDY L LEVINE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BJ PENN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT G PERRY | |||||||||
| TRUSTEE/COMM CHAIR | 3.00 | X | 0 | 0 | 0 | ||||
| LINDA RABBITT | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DEBORAH RATNER SALZBERG | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STEVEN C ROBERTS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STEVEN S ROSS | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| MARK R SHENKMAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID BRUCE SMITH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT K TANENBAUM | |||||||||
| TRUSTEE/COMM CHAIR | 3.00 | X | 0 | 0 | 0 | ||||
| CYNTHIA STEELE VANCE | |||||||||
| TRUSTEE/COMM CHAIR | 3.00 | X | 0 | 0 | 0 | ||||
| SUNIL WADHWANI | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KERRY WASHINGTON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GEORGE W WELLDE JR | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| OMAR WOODWARD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ELLEN ZANE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STEVEN KNAPP | |||||||||
| PRESIDENT - EX OFFICIO | 50.00 | X | 1021502 | 0 | 142639 | X | |||
| JOHN F WILLIAMS MD | |||||||||
| SR V PROV. & VP HLTH AFFRS | 50.00 | 803349 | 0 | 42642 | X | ||||
| JEFFREY AKMAN MD | |||||||||
| INTERIM VP FOR HLTH AFFRS & DEAN SCH MED&HLTH | 50.00 | 0 | 0 | 0 | X | ||||
| LOUIS H KATZ | |||||||||
| EXEC VP & TREASURER | 50.00 | 859207 | 0 | 47764 | X | ||||
| STEVEN LERMAN | |||||||||
| PROV & EVP ACAD AFFRS | 50.00 | 308775 | 0 | 76183 | X | ||||
| ROBERT A CHERNAK | |||||||||
| SR VP SAAS | 50.00 | 608724 | 0 | 55835 | X | ||||
| BETH NOLAN | |||||||||
| SR VP & GENERAL COUNSEL | 50.00 | 536210 | 0 | 51322 | X | ||||
| LEO CHALUPA | |||||||||
| VP FOR RESEARCH | 50.00 | 431494 | 0 | 45757 | X | ||||
| MICHAEL MORSBERGER | |||||||||
| VP FOR DEVELOPMENT | 50.00 | 304030 | 0 | 32822 | X | ||||
| JOHN KUDLESS | |||||||||
| INTERIM VP FOR DEV | 50.00 | 291780 | 0 | 33626 | X | ||||
| DONALD W LINDSEY | |||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | 556980 | 0 | 42530 | X | ||||
| DAVID P STEINOUR | |||||||||
| CIO | 50.00 | 341874 | 0 | 28822 | X | ||||
| MARGUERITE E BARRATT | |||||||||
| DEAN, CCAS | 50.00 | 314811 | 0 | 24500 | X | ||||
| FREDERICK F LAWRENCE | |||||||||
| DEAN, LAW SCHOOL | 50.00 | 500471 | 0 | 34688 | X | ||||
| GREGORY E MAGGS | |||||||||
| INTERIM DEAN, LAW SCHOOL | 50.00 | 249309 | 0 | 36828 | X | ||||
| JAMES L SCOTT MD | |||||||||
| DEAN, SCHOOL OF MED&HLTH | 50.00 | 443716 | 0 | 36228 | X | ||||
| SHAHRAM SARKANI | |||||||||
| DIR & PROF OF EMSE | 50.00 | 804578 | 0 | 41642 | X | ||||
| KARL B HOBBS | |||||||||
| MEN'S BASKETBALL COACH | 50.00 | 538127 | 0 | 60651 | X | ||||
| THOMAS A MAZZUCHI | |||||||||
| CHAIR, DEPT. OF ENGG | 50.00 | 484480 | 0 | 49969 | X | ||||
| STEPHEN SALTZBURG | |||||||||
| PROFESSOR | 50.00 | 528792 | 0 | 37857 | X | ||||
| LORRAINE VOLES | |||||||||
| VP FOR EXTERNAL RELATIONS | 50.00 | 445205 | 0 | 1500 | X | ||||
| STEPHEN J TRACHTENBERG | |||||||||
| PROF & PRES EMER | 40.00 | 610383 | 0 | 36857 | X | ||||
| DONALD R LEHMAN | |||||||||
| PROFESSOR EMERITUS | 40.00 | 714609 | 0 | 24500 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11698406 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 985162 | TotalOtherCompensation |
| Number Individuals GT100 K | 1045 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GWU MEDICAL FACULTY ASSOCIATES | |||||
| 2150 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | TEACHING & RESEARCH | 23928175 |
| DONOHOE CONSTRUCTION CO | |||||
| 2101 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | CONSTRUCTION - SVCS & MATERIALS | 13297429 |
| WHITING TURNER CONTRACTING COMPANY | |||||
| 300 E JOPPA RD | BALTIMORE | MD | 21286 | CONSTRUCTION - SVCS & MATERIALS | 12324772 |
| ARAMARK FACILITY SERVICES | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FACILITY SVCS | 7533485 |
| SODEXO INC | |||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | DINING SVCS | 6956781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 287 | NumberOfContractorsGT100K |
| Fundraising Events | 40722 | FundraisingEvents |
| Government Grants | 18318884 | GovernmentGrants |
| All Other Contributions | 46269213 | AllOtherContributions |
| Noncash Contributions | 1439923 | NoncashContributions |
| Total Contributions | 64628819 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 900099 | 747836317 | 747836317 | |
| GRANTS & CONTRACTS | 900099 | 149572297 | 149572297 | |
| AUXILIARY ENTERPRISES | 611710 | 96903358 | 96903358 | |
| OTHER PROGRAM SERVICE | 721110 | 93302080 | 78166924 | 15135156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1087614052 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10175968 | TotalRevenueColumn |
| Exclusion | $10,175,968 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 317652 | TotalRevenueColumn |
| Exclusion | $317,652 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49490131 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24743102 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24747029 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24747029 | TotalRevenueColumn |
| Exclusion | $24,747,029 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 248704687 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197225504 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51479183 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51479183 | TotalRevenueColumn |
| Exclusion | $51,479,183 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28668 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40722 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 21013 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7655 | TotalRevenueColumn |
| Exclusion | $7,655 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 2991 | GrossIncomeGaming |
| Gaming Direct Expenses | 3170 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -179 | TotalRevenueColumn |
| Exclusion | -$179 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNRELATED PARTNERSHIP | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | -285409 | TotalRevenueColumn |
| Unrelated Business Revenue | -285409 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -285409 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1238684770 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1072478896 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14849747 | UnrelatedBusinessRevenue |
| Exclusion | $86,727,308 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149000 | Total |
| Program Services | 149000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227348558 | Total |
| Program Services | 227348558 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8256200 | Total |
| Program Services | 1015102 | ProgramServices |
| Management And General | 5281226 | ManagementAndGeneral |
| Fundraising | 1959872 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453994955 | Total |
| Program Services | 402316215 | ProgramServices |
| Management And General | 40013791 | ManagementAndGeneral |
| Fundraising | 11664949 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31030217 | Total |
| Program Services | 26852897 | ProgramServices |
| Management And General | 3267326 | ManagementAndGeneral |
| Fundraising | 909994 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43281929 | Total |
| Program Services | 37455271 | ProgramServices |
| Management And General | 4557370 | ManagementAndGeneral |
| Fundraising | 1269288 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29906769 | Total |
| Program Services | 25880689 | ProgramServices |
| Management And General | 3149033 | ManagementAndGeneral |
| Fundraising | 877047 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2989193 | Total |
| Program Services | 465608 | ProgramServices |
| Management And General | 2523585 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2708578 | Total |
| Program Services | 250708 | ProgramServices |
| Management And General | 2450570 | ManagementAndGeneral |
| Fundraising | 7300 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3824 | Total |
| Program Services | 3824 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716460 | Total |
| Fundraising | 716460 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8347695 | Total |
| Management And General | 8347695 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77014314 | Total |
| Program Services | 66663973 | ProgramServices |
| Management And General | 9390950 | ManagementAndGeneral |
| Fundraising | 959391 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4690715 | Total |
| Program Services | 2093583 | ProgramServices |
| Management And General | 2478401 | ManagementAndGeneral |
| Fundraising | 118731 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29449072 | Total |
| Program Services | 23420504 | ProgramServices |
| Management And General | 4873681 | ManagementAndGeneral |
| Fundraising | 1154887 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15183852 | Total |
| Program Services | 12030561 | ProgramServices |
| Management And General | 3034035 | ManagementAndGeneral |
| Fundraising | 119256 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7975 | Total |
| Program Services | 7975 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57861437 | Total |
| Program Services | 53567631 | ProgramServices |
| Management And General | 4288398 | ManagementAndGeneral |
| Fundraising | 5408 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17212410 | Total |
| Program Services | 15654148 | ProgramServices |
| Management And General | 655683 | ManagementAndGeneral |
| Fundraising | 902579 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22543252 | Total |
| Program Services | 15750380 | ProgramServices |
| Management And General | 4333305 | ManagementAndGeneral |
| Fundraising | 2459567 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31235854 | Total |
| Program Services | 29601441 | ProgramServices |
| Management And General | 1634413 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21971406 | Total |
| Program Services | 21598152 | ProgramServices |
| Management And General | 351549 | ManagementAndGeneral |
| Fundraising | 21705 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66790090 | Total |
| Program Services | 63355576 | ProgramServices |
| Management And General | 3434514 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3152509 | Total |
| Program Services | 3118349 | ProgramServices |
| Management And General | 34160 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESEARCH SUBCONTRACTS | 39756960 | 39756960 | ||
| SUBSCRIPTION/PERIODICAL | 3913708 | 3820467 | 48304 | 44937 |
| MEMBERSHIPS | 2467928 | 2118071 | 328234 | 21623 |
| UBI TAX (NY) | 2500 | 2500 | ||
| INTRDEPARTMENTL ASSMNTS | 0 | 6932281 | -7790020 | 857739 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18335659 | Total |
| Program Services | 17442559 | ProgramServices |
| Management And General | 845061 | ManagementAndGeneral |
| Fundraising | 48039 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220323019 | Total |
| Program Services | 1098670483 | ProgramServices |
| Management And General | 97533764 | ManagementAndGeneral |
| Fundraising | 24118772 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973538 | BOY |
| EOY | 1212243 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225493259 | BOY |
| EOY | 305189468 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50069705 | BOY |
| EOY | 65475900 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31618224 | BOY |
| EOY | 47437735 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451750 | BOY |
| EOY | 144319 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11761621 | BOY |
| EOY | 10017588 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2394338514 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 609829351 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1693872599 | BOY |
| EOY | 1784509163 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203911720 | BOY |
| EOY | 313657884 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611847384 | BOY |
| EOY | 610814452 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29187236 | BOY |
| EOY | 28727826 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8543517 | BOY |
| EOY | 8100384 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29541987 | BOY |
| EOY | 34904273 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2897272540 | BOY |
| EOY | 3210191235 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144576530 | BOY |
| EOY | 170152465 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42341919 | BOY |
| EOY | 42705109 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218812293 | BOY |
| EOY | 218035093 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226198026 | BOY |
| EOY | 225588663 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568868223 | BOY |
| EOY | 658495104 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35869770 | BOY |
| EOY | 34571868 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1236666761 | BOY |
| EOY | 1349548302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1251988929 | BOY |
| EOY | 1390477294 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193243257 | BOY |
| EOY | 248975916 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215373593 | BOY |
| EOY | 221189723 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1660605779 | BOY |
| EOY | 1860642933 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2897272540 | BOY |
| EOY | 3210191235 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 18361751 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 181675403 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3824 | FilingOrganizationsTotals |
| Affiliated Group Totals | 3824 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3824 | FilingOrganizationsTotals |
| Affiliated Group Totals | 3824 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1205978174 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1205978174 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1205981998 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1205981998 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 11260 | CurrentYearMinus3 |
| Current Year Minus1 | 1906 | CurrentYearMinus1 |
| Current Year | 3824 | CurrentYear |
| Total | 16990 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 5710000 | 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 |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1143581701 | BeginningOfYearBalance |
| Contributions | 20048815 | Contributions |
| Investment Earnings Or Losses | 239647928 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -7817598 | GrantsOrScholarships |
| Other Expenditures | -56012499 | OtherExpenditures |
| Administrative Expenses | -8347695 | AdministrativeExpenses |
| End Of Year Balance | 1331100652 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1011192217 | BeginningOfYearBalance |
| Contributions | 14550663 | Contributions |
| Investment Earnings Or Losses | 187659517 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -7874781 | GrantsOrScholarships |
| Other Expenditures | -54920355 | OtherExpenditures |
| Administrative Expenses | -7025560 | AdministrativeExpenses |
| End Of Year Balance | 1143581701 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1256432040 | BeginningOfYearBalance |
| Contributions | 21256721 | Contributions |
| Investment Earnings Or Losses | -200350848 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -8010461 | GrantsOrScholarships |
| Other Expenditures | -50425422 | OtherExpenditures |
| Administrative Expenses | -7709813 | AdministrativeExpenses |
| End Of Year Balance | 1011192217 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.71160 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.13860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14980 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 795180 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 139352390 | OtherCostOrOtherBasis |
| Book Value | 140147570 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 723095598 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1285699120 | OtherCostOrOtherBasis |
| Depreciation | 451406240 | Depreciation |
| Book Value | 1557388478 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15962255 | OtherCostOrOtherBasis |
| Depreciation | 7566672 | Depreciation |
| Book Value | 8395583 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 229433971 | OtherCostOrOtherBasis |
| Depreciation | 150856439 | Depreciation |
| Book Value | 78577532 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1784509163 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DEFERRED COMPENSATION LIFE INSURANCE - CASH SURRENDER VALUE | 2611522 | F |
| INVESTMENT FUND FOR 457 LIABILITIES | 18332980 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 23394266 | F |
| RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS HELD BY A THIRD PARTY | 1528269 | F |
| LIFE INCOME FUNDS | 11213725 | F |
| LIMITED PARTNERSHIPS | 53624261 | F |
| OTHER SECURITIES | 499279242 | F |
| BONDS AND NOTES | 40000 | F |
| OTHER STOCKS | 790187 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 610814452 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES | $28,198,691 |
| INSURANCE RESERVES | $6,373,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34571868 | TotalOfAmounts |
| Total Revenue | 1238684770 | TotalRevenue |
| Total Expenses | 1220323019 | TotalExpenses |
| Excess Or Deficit For Year | 18361751 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 169120671 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 348100 | DonatedServicesAndFacilities |
| Other | $12,206,632 | OtherAmount |
| Total Adjustments | 181675403 | TotalAdjustments |
| Excess Or Deficit Per FS | 200037154 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1219786503 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 169120671 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 348100 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 4431632 | OtherRevenues |
| Revenue Not Rptd F990 | 173900403 | RevenueNotRptdF990 |
| Revenue Subtotal | 1045886100 | RevenueSubtotal |
| Investment Expenses Not Included | 8347695 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 184450975 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 192798670 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1238684770 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1027524349 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 24767285 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 24767285 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1002757064 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8347695 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 209218260 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 217565955 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1220323019 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY HOLDS A COLLECTION OF HISTORICAL DOCUMENTS IN THE AMOUNT OF $5,710,000. IN ADDITION, THE UNIVERSITY HOLDS A PERMANENT COLLECTION OF ARCHIVES, HISTORICAL DOCUMENTS, AND ARTWORK WHICH INCLUDES PAINTINGS, SCULPTURES, GRAPHICS, TEXTILES, CERAMICS, HISTORIC FURNISHINGS, AND PHOTOGRAPHS. WITHIN THE COLLECTION ARE ARTIFACTS THAT ARE OF SIGNIFICANCE TO BOTH THE SCHOOL AND THE DISTRICT OF COLUMBIA. THE COLLECTION FURTHERS THE CURRICULAR OFFERINGS OF THE UNIVERSITY THROUGH BOTH RESEARCH AND STUDY, AND ALSO PROMOTES LIFELONG LEARNING AND RECREATION IN THE VISUAL ARTS THROUGH EXHIBITIONS AND EDUCATIONAL PROGRAMS FOR THE UNIVERSITY AND THE GREATER COMMUNITY. THE COLLECTION IS MANAGED BY THE UNIVERSITY'S LUTHER W. BRADY ART GALLERY, AN EDUCATIONAL GALLERY LOCATED ON CAMPUS. THE UNIVERSITY ALSO MAINTAINS A SECOND GALLERY THROUGH THE SUPPORT OF ITS FINE ARTS AND ART HISTORY STUDENTS. THE DIMOCK GALLERY PROVIDES A "HANDS-ON" EXPERIENCE FOR CURATING AND PRESENTING STUDENTS' CREATIVE ENDEAVORS WHERE STUDENTS CAN ORGANIZE EXHIBITIONS AND LEARN ABOUT EXHIBITION DESIGN WITH THE ADVICE OF FACULTY AND CURATORS. | |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT TO A WIDE VARIETY OF PROGRAMS AND ACTIVITIES IN PERPETUITY, PLAYING A CRITICAL ROLE IN ENABLING THE UNIVERSITY TO ACHIEVE ITS MISSION. PROGRAMS SUPPORTED BY THE ENDOWMENT INCLUDE SCHOLARSHIPS, CHAIRS AND PROFESSORSHIPS, FELLOWSHIPS, RESEARCH ACTIVITIES, AND LIBRARIES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF CHARITABLE TRUSTS 4,427,371. ADJUSTMENT FOR SUBSIDIARY ACTIVITY 4,261. POST RETIREMENT RELATED CHARGES FAS 158 7,775,000. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF CHARITABLE TRUSTS 4,427,371. SUBSIDIARY REVENUE 4,261. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE 209,218,260. RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE -24,743,102. FUNDRAISING EVENTS AND GAMING ACTIVITY EXPENSES NETTED AGAINST TAX REVENUE -24,183. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE 24,743,102. FUNDRAISING EVENTS AND GAMING ACTIVITY EXPENSES NETTED AGAINST TAX REVENUE 24,183. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE 209,218,260. | 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 | 1 | 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 POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE AND IS PRINTED IN ALL MAJOR UNDERGRADUATE AND GRADUATE APPLICATION MATERIALS, INCLUDING UNDERGRADUATE AND GRADUATE BULLETINS AND COURSE CATALOGS, STUDENT HANDBOOKS, FINANCIAL AID SOURCEBOOKS, GUIDE TO STUDENT RIGHTS AND RESPONSIBILITIES AND EMPLOYMENT APPLICATION MATERIALS. THE UNIVERSITY CONTINUES IN ITS EFFORTS TO ENSURE ALL SUPPLEMENTARY WRITTEN COMMUNICATIONS ALSO INCLUDE A REFERENCE TO THE POLICY. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | LINE 6A: THE UNIVERSITY RECEIVES FINANICAL ASSISTANCE FROM VARIOUS GOVERNMENTAL AGENCIES, WITHIN THE FEDERAL GOVERNMENT AND WITHIN LOCAL JURISDICTIONS. THE GOVERNMENTAL GRANTS AND CONTRACTS SUPPORT CERTAIN RESEARCH PROJECTS AND STUDENT FINANCIAL AID. LINE 6B: THE UNIVERSITY DETECTED AND SELF REPORTED A THEFT THAT HAD BEEN PERPETRATED BY AN INDIVIDUAL WITH CRIMINAL INTENT IN COLLUSION WITH OTHERS ON A FEDERAL COOPERATIVE AGREEMENT. ACTIVITY ON THAT AGREEMENT WAS PARTIALLY SUSPENDED ON JUNE 29, 2004 DURING THE INVESTIGATION AND THE INDIVIDUAL WAS TERMINATED AND SUBSEQUENTLY IMPRISONED. ALL ACTIVITY ON THE AGREEMENT WAS FULLY REINSTATED ON OCTOBER 31, 2005. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (19 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 192363000 | |||
| EAST ASIA AND THE PACIFIC | INVESTMENTS | 19907000 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | 25000000 | |||
| SOUTH AMERICA | INVESTMENTS | 33000000 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM | 221000 | 0 | 5 | STUDY ABROAD; SHORT TERM TRAINING; MEDICAL EDUCATION; RESEARCH |
| EAST ASIA AND THE PACIFIC | PROGRAM | 2179000 | 0 | 3 | STUDY ABROAD; DEGREE PROGRAMS IN SINGAPORE AND TAIWAN; MEDICAL EDUCATION; RESEARCH |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM | 9866000 | 3 | 16 | STUDY ABROAD; DISTANCE EDUCATION COURSES; MEDICAL EDUCATION; RESEARCH |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM | 1316000 | 0 | 2 | STUDY ABROAD; MEDICAL EDUCATION; RESEARCH |
| NORTH AMERICA | PROGRAM | 237000 | 0 | 9 | STUDY ABROAD; RESEARCH |
| RUSSIA & THE NEWLY INDEPENDENT STATES | PROGRAM | 418000 | 0 | 11 | STUDY ABROAD; RESEARCH |
| SOUTH AMERICA | PROGRAM | 1602000 | 1 | 7 | STUDY ABROAD; SHORT TERM TRAINING; MEDICAL EDUCATION; RESEARCH |
| SOUTH ASIA | PROGRAM | 350000 | 0 | 2 | STUDY ABROAD; MEDICAL EDUCATION; RESEARCH |
| SUB-SAHARAN AFRICA | PROGRAM | 1260000 | 0 | 1 | STUDY ABROAD; MEDICAL EDUCATION; RESEARCH |
| EAST ASIA AND THE PACIFIC | FUNDRAISING | 148000 | 0 | 0 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | FUNDRAISING | 32000 | 0 | 0 | |
| MIDDLE EAST AND NORTH AFRICA | FUNDRAISING | 9000 | 0 | 0 | |
| NORTH AMERICA | FUNDRAISING | 5000 | 0 | 0 | |
| SOUTH AMERICA | FUNDRAISING | 11000 | 0 | 0 | |
| SOUTH ASIA | FUNDRAISING | 13000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 26 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 30 | ContNumberOfEmployees |
| Total Number Of Employees | 56 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 283852000 | SubtotalAmountSpent |
| Cont Amount Spent | 4085000 | ContAmountSpent |
| Total Amount Spent | 287937000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (7 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY LEADERS | |||||||||||||
| 425 UNIVERSITY AVE SUITE 700 | TORONTO | ONTARIO | CA | M5G 1T6 | CONSULTS ON PLANNED GIVING PROGRAM | 0 | 33522 | 204553 | -171031 | ||||
| GRENZEBACH GLIER AND ASSOCIATES | |||||||||||||
| CONSULTS ON FUNDRAISING STRATEGY AND PROSPECT EVALUATION | 0 | 0 | 386691 | -386691 | 401 N MICHIGAN AVE SUITE 2800 | CHICAGO | IL | 60611 | |||||
| MARTS AND LUNDY | |||||||||||||
| CONSULTS ON FUNDRAISING STRATEGY | 0 | 0 | 45428 | -45428 | 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | |||||
| PENTERA INC | |||||||||||||
| PREPARATION OF MATERIALS FOR MAILING AND PLANNED GIVING | 0 | 0 | 35840 | -35840 | 8650 COMMERCE PARK PLACE SUITE G | INDIANAPOLIS | IN | 46268 | |||||
| NEXT STEP PHILANTHROPY | |||||||||||||
| CONSULTS ON PROJECT-SPECIFIC FUNDRAISING STRATEGY | 0 | 0 | 25050 | -25050 | 1420 SPRING HILL ROAD SUITE 490 | MCLEAN | VA | 22102 | |||||
| AUSTIN-BARNES ASSOCIATED LLC | |||||||||||||
| CONSULTS ON PROJECT-SPECIFIC FUNDRAISING STRATEGY | 0 | 0 | 10000 | -10000 | 540 N ST ASAPH STREET | ALEXANDRIA | VA | 22314 | |||||
| THE PLANNED GIVING COMPANY INC | |||||||||||||
| PREPARATION OF MATERIALS FOR MAILING AND PLANNED GIVING | 0 | 0 | 8898 | -8898 | 28 WEST STATE STREET | MEDIA | PA | 19063 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 33522 | TotalGrossReceipts |
| Total Retained By Contractors | 716460 | TotalRetainedByContractors |
| Total Net To Organization | -682938 | TotalNetToOrganization |
| Licensed States | MD | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING EVENT 1 | NameOfEvent1 |
| Gross Receipts Event1 | 18504 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18100 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 404 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 108 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 80 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUNDRAISING EVENT 2 | NameOfEvent2 |
| Gross Receipts Event2 | 50886 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 22622 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 28264 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 12784 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 891 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2202 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 4448 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 69390 | GrossReceiptsTotal |
| Charitable Contributions Total | 40722 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28668 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 12784 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 891 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2310 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4528 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21013 | DirectExpenseSummaryEvents |
| Net Income Summary | 7655 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | FUNDRAISER AGREEMENTS THAT PROVIDE BOTH PAYMENTS FOR SERVICES AND PAYMENTS FOR EXPENSES REQUIRE EXPENSES TO BE DOCUMENTED WITH RECEIPTS. THERE WERE NO AGREEMENTS WITH FUNDRAISERS EXCLUSIVELY FOR EXPENSES. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCare |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 0 | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 452894 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 452894 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 995426 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 995426 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1448320 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1448320 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1448320 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1448320 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $1,045,417 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 18033046 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 18154545 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -121499 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT HOSP PARTNERS LP DBA GWU HOSP | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 23RD STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
| Other | OPER. INDIRECT VIA 20% INT. IN PSHIP | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT HOSP PARTNERS LP DBA GWU HOSP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | 0 | CHNAConducted |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 0 | UsesFPGDiscounted |
| Explains Basis | 0 | ExplainsBasis |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 0 | IncludesPublicityMeasures |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Permit Report To Credit Agency | X | PermitReportToCreditAgency |
| Permit Lien On Residence | X | PermitLienOnResidence |
| Collection Activities | 1 | CollectionActivities |
| Report To Credit Agency | X | ReportToCreditAgency |
| Lien On Residence | X | LienOnResidence |
| Notify Upon Admission | X | NotifyUponAdmission |
| Notify Before Discharge | X | NotifyBeforeDischarge |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Medicare Rate | X | MedicareRate |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (6 entries)
| ExplanationExplanation | IdentifierIdentifier |
|---|---|
| PART I, LINE 7: THE GEORGE WASHINGTON UNIVERSITY HOSPITAL IS OWNED BY A LIMITED PARTNERSHIP OF WHICH GW IS A MINORITY LIMITED PARTNER. GW'S STATUS AS A LIMITED PARTNER PROVIDES IT WITH ACCESS TO THE HOSPITAL FACILITIES FOR ITS MEDICAL SCHOOL EDUCATION PROGRAMS, AS DESCRIBED IN MORE DETAIL LATER IN THIS SECTION. ALL NUMBERS REPORTED ON SCHEDULE H REPRESENT ONLY THE UNIVERSITY'S 20% INTEREST IN THE PARTNERSHIP THAT OWNS THE HOSPITAL AND THESE AMOUNTS ARE A RELATIVELY SMALL PERCENTAGE OF THE UNIVERSITY'S OVERALL ACTIVITY. IT IS ALSO IMPORTANT TO NOTE THAT THE CHARITY CARE AMOUNTS ON SCHEDULE H ARE REPORTED AT COST AND DIFFER FROM THE AMOUNTS REPORTED AS UNCOMPENSATED CARE IN OTHER PUBLIC REPORTS THAT TAKE OTHER FACTORS INTO CONSIDERATION WHEN CALCULATING UNCOMPENSATED CARE. READERS SHOULD REFER TO THE HOSPITAL'S 2011 CARING AND COMMITMENT REPORT FOR DETAILED INFORMATION WITH REGARDS TO THE HOSPITAL'S COMMUNITY IMPACT, INCLUDING UNCOMPENSATED CARE, EDUCATION, COMMUNITY PROGRAMS, COMMUNITY HEALTH INITIATIVES, CLINICS AND SUPPORT TO UNINSURED PATIENTS. | |
| PART III, LINE 4: THIS FOOTNOTE IS FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR UNIVERSAL HEALTH SERVICES, INC (UHS). THE GW HOSPITAL IS OWNED AND OPERATED BY A PARTNERSHIP BETWEEN THE UNIVERSITY AND A SUBSIDIARY OF UHS."COLLECTION OF RECEIVABLES FROM THIRD-PARTY PAYERS AND PATIENTS IS UHS' PRIMARY SOURCE OF CASH AND IS CRITICAL TO UHS' OPERATING PERFORMANCE. UHS' PRIMARY COLLECTION RISKS RELATE TO UNINSURED PATIENTS AND THE PORTION OF THE BILL WHICH IS THE PATIENT'S RESPONSIBILITY, PRIMARILY CO-PAYMENTS AND DEDUCTIBLES. UHS ESTIMATES PROVISIONS FOR DOUBTFUL ACCOUNTS BASED ON GENERAL FACTORS SUCH AS PAYER MIX, THE AGING OF THE RECEIVABLES AND HISTORICAL COLLECTION EXPERIENCE. UHS ROUTINELY REVIEWS ACCOUNTS RECEIVABLE BALANCES IN CONJUNCTION WITH THESE FACTORS AND OTHER ECONOMIC CONDITIONS WHICH MIGHT ULTIMATELY AFFECT THE COLLECTABILITY OF THE PATIENT ACCOUNTS AND MAKE ADJUSTMENTS TO ALLOWANCES AS WARRANTED. AT ACUTE CARE HOSPITALS, THIRD PARTY LIABILITY ACCOUNTS ARE PURSUED UNTIL ALL PAYMENTS AND ADJUSTMENTS ARE POSTED TO THE PATIENT ACCOUNT. FOR THOSE ACCOUNTS WITH A PATIENT BALANCE AFTER THIRD PARTY LIABILITY IS FINALIZED OR ACCOUNTS FOR UNINSURED PATIENTS, THE PATIENT IS SENT A SERIES OF STATEMENTS AND COLLECTION LETTERS. PATIENTS THAT EXPRESS AN INABILITY TO PAY ARE REVIEWED FOR POTENTIAL SOURCES OF ASSISTANCE INCLUDING UHS' CHARITY CARE POLICY. IF THE PATIENT IS DEEMED UNWILLING TO PAY, THE ACCOUNT IS WRITTEN-OFF AS BAD DEBT AND TRANSFERRED TO AN OUTSIDE COLLECTION AGENCY FOR ADDITIONAL COLLECTION EFFORT.UNINSURED PATIENTS THAT DO NOT QUALIFY AS CHARITY PATIENTS ARE EXTENDED AN UNINSURED DISCOUNT OF AT LEAST 20% OF TOTAL CHARGES. DURING THE COLLECTION PROCESS THE HOSPITAL ESTABLISHES A PARTIAL RESERVE IN THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY BALANCES OUTSTANDING FOR GREATER THAN 60 DAYS FROM THE DATE OF DISCHARGE. ALL SELF-PAY ACCOUNTS AT THE HOSPITAL LEVEL ARE FULLY RESERVED IF THEY HAVE BEEN OUTSTANDING FOR GREATER THAN 90 DAYS FROM THE DATE OF DISCHARGE. THIRD PARTY LIABILITY ACCOUNTS ARE FULLY RESERVED IN THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN THE BALANCE AGES PAST 180 DAYS FROM THE DATE OF DISCHARGE. POTENTIAL CHARITY ACCOUNTS ARE FULLY RESERVED WHEN IT IS DETERMINED THE PATIENT MAY BE UNABLE TO PAY.ON A CONSOLIDATED BASIS, UHS MONITORS TOTAL SELF-PAY RECEIVABLES TO ENSURE THAT THE TOTAL ALLOWANCE FOR DOUBTFUL ACCOUNTS PROVIDES ADEQUATE COVERAGE BASED ON HISTORICAL COLLECTION EXPERIENCE." | |
| PART III, LINE 8: UTILIZED THE RATIO OF TOTAL COSTS TO TOTAL CHARGES FOR THE APPLICABLE REPORTING PERIOD. | |
| PART III, LINE 9B: IF DETERMINED TO BE CHARITY, THERE ARE NO ATTEMPTS TO COLLECT. | |
| PART V, SECTION B, LINE 19D: BEYOND THOSE LISTED ALL INDIVIDUALS WHO ARE DETERMINED TO BE SELF PAY RECEIVE AN AUTOMATIC 20% DISCOUNT FROM GROSS CHARGES. IN ADDITION THE HOSPITAL HAS A LIST OF FREQUENTLY REQUESTED SERVICES FOR WHICH THERE ARE SET RATES FOR THOSE INDIVIDUALS WHO DO NOT HAVE INSURANCE. THE AMOUNTS BILLED IN THESE INSTANCES ARE TYPICALLY BASED ON AVERAGE COMMERCIAL RATES, MEDICARE RATES AND/OR COST. | DISTRICT HOSP. PARTNERS LP DBA GWU HOSP. |
| PART VI, SUPPLEMENTAL INFORMATION: AS PART OF ITS EDUCATIONAL MISSION, GW OPERATES THE GW MEDICAL SCHOOL, AN INTERDISCIPLINARY ACADEMIC DEPARTMENT THAT PROVIDES LEADING HEALTH CARE AND INSTRUCTION, INCLUDING UNDERGRADUATE AND GRADUATE MEDICAL DEGREE PROGRAMS. THE HEALTHCARE ENTERPRISES OF GW CONSIST OF THE SCHOOL OF MEDICINE AND HEALTH SCIENCES, THE SCHOOL OF PUBLIC HEALTH AND HEALTH SERVICES, AND THE SCHOOL OF NURSING. IN THE UNDERGRADUATE MEDICAL SCHOOL CURRICULUM, MEDICAL STUDENTS PARTICIPATE IN THE CORE CLINICAL CLERKSHIPS, A WIDE VARIETY OF CLINICAL ELECTIVES, AND THE INNOVATIVE PRACTICE OF MEDICINE COURSE, WHICH SPANS ALL FOUR YEARS AND PROVIDES STUDENTS WITH BOTH EARLY EXPOSURE TO PATIENTS AND THE MEANS TO DEVELOP OUTSTANDING CLINICAL THINKING, INTERPERSONAL AND TECHNICAL SKILLS, AND PROFESSIONALISM. THE GRADUATE MEDICAL EDUCATION PROGRAM OFFERS A WIDE VARIETY OF MEDICAL RESIDENCY TRAINING PROGRAMS. GW RELIES EXTENSIVELY ON THE HOSPITAL FACILITIES AT THE GW HOSPITAL, WHICH IS LOCATED ADJACENT TO THE GW CAMPUS, FOR THE EDUCATION AND TRAINING OF STUDENTS IN BOTH OF THESE UNDERGRADUATE AND GRADUATE MEDICAL SCHOOL PROGRAMS. THE GW HOSPITAL IS MINUTES FROM WASHINGTON, DC'S TOURIST SITES AND GOVERNMENT HEADQUARTERS AND SERVES A DIVERSE GROUP OF PATIENTS - FROM AREA RESIDENTS TO VISITING DIGNITARIES AND HEADS OF STATE. THE GW HOSPITAL OFFERS FREE COMMUNITY HEALTH AND WELLNESS CLASSES AND SERVICES AND DONATES GENEROUSLY TO SEVERAL LOCAL CHARITABLE, EDUCATIONAL AND NONPROFIT ORGANIZATIONS. THE HOSPITAL SUPPORTS THE IDEA OF MEDICAL HOMES AS A SAFETY NET OF PRIMARY CARE SERVICES AND HEALTHCARE SCREENINGS FOR OUR NEIGHBORS WHO LACK ADEQUATE HEALTH INSURANCE AND ACCESS TO HEALTHCARE. GW HOSPITAL MAKES FINANCIAL CONTRIBUTIONS TO THE DC PRIMARY CARE ASSOCIATION AND UNITY HEALTHCARE, RECOGNIZING THEIR PIVOTAL ROLE IN PROVIDING HEALTHCARE AND PREVENTION SERVICES TO THOSE WHO NEED THEM THE MOST. IN ADDITION, THE GW MEDICAL SCHOOL WORKS COOPERATIVELY WITH COMMUNITY CLINICS THROUGHOUT THE CITY, PROVIDING MEDICAL RESIDENTS WHO ASSIST WITH PRIMARY CARE SERVICES. SUCH EFFORTS AIM TO IMPROVE THE HEALTH OF THE COMMUNITY AND REDUCE THE COST OF HEALTHCARE DELIVERY BY ALLOWING REGULAR ACCESS TO HEALTHCARE FOR LOW-INCOME RESIDENTS. GW HOSPITAL PROVIDES A VARIETY OF COMMUNITY HEALTH INITIATIVES AND HEALTH SCREENINGS TO AREA BUSINESSES, COMMUNITY EVENTS, CHURCHES AND OTHER LARGE GROUP GATHERINGS. IN PARTNERSHIP WITH THE GW MEDICAL SCHOOL AND GW CANCER INSTITUTE, THE HOSPITAL HAS ORGANIZED A VARIETY OF EDUCATIONAL PROGRAMS AND SCREENINGS THAT EMPHASIZE DISEASE PREVENTION AND DETECTION, AS WELL AS DIAGNOSIS AND TREATMENT OF BREAST CANCER, ORAL CANCER, PROSTATE CANCER, COLORECTAL CANCER, LUNG CANCER AND OTHER SERIOUS MEDICAL CONDITIONS. FREE SUPPORT GROUPS ARE AVAILABLE THROUGH GW HOSPITAL FOR CANCER PATIENTS AND THEIR FAMILIES. THE HOSPITAL ALSO OFFERS MORE THAN 20 PUBLIC HEALTH SEMINARS A YEAR ON TOPICS SUCH AS CARDIAC ARREST, PAIN MANAGEMENT, HYPERTENSION AND JOINT REPLACEMENT.AT THE ANNUAL FOGGY BOTTOM COMMUNITY DAY, THE GW MEDICAL COMMUNITY OFFERS FREE SCREENINGS AND EDUCATIONAL PROGRAMS ON TOPICS INCLUDING SMOKING CESSATION, ORAL CANCER SCREENING, BREAST CANCER, STROKE AND HEART DISEASE SCREENING.THE GW HOSPITAL IS COMMITTED TO HELPING UNINSURED PATIENTS QUALIFY FOR LOCAL AND STATE HEALTH BENEFIT PROGRAMS. THE HOSPITAL OFFERS ON-SITE BENEFIT EDUCATION AND MEDICAID ENROLLMENT ASSISTANCE AND ADVISES PATIENTS WHO ARE ELIGIBLE TO RECEIVE SERVICES WITHOUT CHARGE OR AT A REDUCED CHARGE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLEL AT THE GEORGE WASHINGTON UNIVERSITY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 H STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 526081729 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 149000 | AmountOfCashGrant |
| Purpose Of Grant | SEE PART IV | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL ASSISTANCE IN THE FORM OF UNIVERSITY-AWARDED GRANTS, SCHOLARSHIPS, AND ALLOCATIONS | 9000 | 209218260 |
| FINANCIAL ASSISTANCE IN THE FORM OF STIPENDS, PRIZES, AND AWARDS | 3200 | 18130298 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS: THE ORGANIZATION PRESENTED PLANS FOR THE RENOVATION, MAINTENANCE, FURNISHING AND ENDOWMENT TO GW. DETAILS, SUCH AS BUDGETS, ARE PROVIDED TO GW ON REQUEST IN CONNECTION WITH ITS REVIEW. A REPORT WILL BE PROVIDED TO GW UPON COMPLETION OF THE RENOVATION. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS: THE FINANCIAL AID OFFICE KEEPS RECORDS ON ITS INTEGRATED SOFTWARE SYSTEM THAT SUBSTANTIATES THE AMOUNT GRANTED TO EACH STUDENT, THE ELIGIBILITY CRITERIA FOR EACH STUDENT, AND THE SELECTION PROCESS USED IN AWARDING ASSISTANCE. THE UNIVERSITY'S GRANTS AND OTHER ASSISTANCE ARE INITIALLY CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT IN ITS INTEGRATED SOFTWARE SYSTEM IN ORDER TO PAY FOR TUITION, FEES, ROOM AND BOARD AND/OR TEXTBOOK CHARGES. A CHANGE IN ENROLLMENT STATUS RESULTS IN WEEKLY REPORTS THAT FINANCIAL AID STAFF REVIEW FOR POSSIBLE ADJUSTMENTS. THE BALANCE OF AID IN EXCESS OF THE ABOVE CHARGES CAN BE REFUNDED TO THE STUDENT FOR LIVING EXPENSES. THE SYSTEM CHECKS THAT THE STUDENT IS STILL ENROLLED BEFORE ISSUING THE REFUND CHECK. |
| OTHER INFORMATION: | PART IV: | PART II, LINE 1(H): IN RECOGNITION OF THE SERVICES THAT GW HILLEL PROVIDES TO STUDENTS AT GW, GW AND GW HILLEL CONDUCTED A JOINT FUNDRAISING CAMPAIGN FOR THE RENOVATION, MAINTENANCE, FURNISHINGS, AND ENDOWMENT OF GW HILLEL'S FACILITIES LOCATED ON THE GW CAMPUS. ALL RESTRICTED CONTRIBUTIONS RECEIVED BY GW UNDER THE CAMPAIGN ARE AWARDED AS GRANTS TO GW HILLEL UNDER THE TERMS OF THE JOINT FUNDRAISING AGREEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| 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 |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN KNAPP | |||||||||||||
| 725231 | 0 | 141575 | 0 | 154696 | 0 | 56650 | 0 | 87661 | 0 | 1165813 | 0 | 0 | 0 |
| JOHN F WILLIAMS MD | |||||||||||||
| 724481 | 0 | 0 | 0 | 78868 | 0 | 24500 | 0 | 19814 | 0 | 847663 | 0 | 0 | 0 |
| LOUIS H KATZ | |||||||||||||
| 625000 | 0 | 183750 | 0 | 50457 | 0 | 42764 | 0 | 8083 | 0 | 910054 | 0 | 0 | 0 |
| STEVEN LERMAN | |||||||||||||
| 291864 | 0 | 0 | 0 | 16911 | 0 | 24500 | 0 | 52551 | 0 | 385826 | 0 | 0 | 0 |
| ROBERT A CHERNAK | |||||||||||||
| 451675 | 0 | 118388 | 0 | 38661 | 0 | 42478 | 0 | 16647 | 0 | 667849 | 0 | 0 | 0 |
| BETH NOLAN | |||||||||||||
| 397301 | 0 | 120500 | 0 | 18409 | 0 | 42000 | 0 | 10924 | 0 | 589134 | 0 | 0 | 0 |
| LEO CHALUPA | |||||||||||||
| 353815 | 0 | 56320 | 0 | 21359 | 0 | 37400 | 0 | 9560 | 0 | 478454 | 0 | 0 | 0 |
| MICHAEL MORSBERGER | |||||||||||||
| 251515 | 0 | 4375 | 0 | 48140 | 0 | 26250 | 0 | 7019 | 0 | 337299 | 0 | 0 | 0 |
| JOHN KUDLESS | |||||||||||||
| 258723 | 0 | 14749 | 0 | 18308 | 0 | 28033 | 0 | 6953 | 0 | 326766 | 0 | 0 | 0 |
| DONALD W LINDSEY | |||||||||||||
| 444770 | 0 | 90400 | 0 | 21810 | 0 | 24500 | 0 | 19620 | 0 | 601100 | 0 | 0 | 0 |
| DAVID P STEINOUR | |||||||||||||
| 273801 | 0 | 64463 | 0 | 3610 | 0 | 24500 | 0 | 5660 | 0 | 372034 | 0 | 0 | 0 |
| MARGUERITE E BARRATT | |||||||||||||
| 306360 | 0 | 0 | 0 | 8451 | 0 | 24500 | 0 | 1347 | 0 | 340658 | 0 | 0 | 0 |
| FREDERICK F LAWRENCE | |||||||||||||
| 464844 | 0 | 0 | 0 | 35627 | 0 | 24500 | 0 | 11880 | 0 | 536851 | 0 | 0 | 0 |
| GREGORY E MAGGS | |||||||||||||
| 248186 | 0 | 0 | 0 | 1123 | 0 | 24500 | 0 | 13615 | 0 | 287424 | 0 | 0 | 0 |
| JAMES L SCOTT MD | |||||||||||||
| 406755 | 0 | 0 | 0 | 36961 | 0 | 24500 | 0 | 13281 | 0 | 481497 | 0 | 0 | 0 |
| SHAHRAM SARKANI | |||||||||||||
| 748665 | 0 | 0 | 0 | 55913 | 0 | 24500 | 0 | 18814 | 0 | 847892 | 0 | 0 | 0 |
| KARL B HOBBS | |||||||||||||
| 450429 | 0 | 40000 | 0 | 47698 | 0 | 47509 | 0 | 14773 | 0 | 600409 | 0 | 0 | 0 |
| THOMAS A MAZZUCHI | |||||||||||||
| 469706 | 0 | 0 | 0 | 14774 | 0 | 24500 | 0 | 26976 | 0 | 535956 | 0 | 0 | 0 |
| STEPHEN SALTZBURG | |||||||||||||
| 517105 | 0 | 0 | 0 | 11687 | 0 | 24500 | 0 | 14705 | 0 | 567997 | 0 | 0 | 0 |
| LORRAINE VOLES | |||||||||||||
| 342360 | 0 | 67375 | 0 | 35470 | 0 | 0 | 0 | 2911 | 0 | 448116 | 0 | 0 | 0 |
| STEPHEN J TRACHTENBERG | |||||||||||||
| 302675 | 0 | 0 | 0 | 307708 | 0 | 24500 | 0 | 13550 | 0 | 648433 | 0 | 0 | 0 |
| DONALD R LEHMAN | |||||||||||||
| 505860 | 0 | 153125 | 0 | 55624 | 0 | 24500 | 0 | 1672 | 0 | 740781 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: THE UNIVERSITY REIMBURSES REASONABLE AND NECESSARY BUSINESS TRAVEL EXPENSES FOR THE SPOUSE OF AN OFFICER. THE UNIVERSITY ALSO REIMBURSES 1 KEY EMPLOYEE AND 1 HIGHEST COMPENSATED EMPLOYEE FOR REASONABLE TRAVEL COSTS FOR THEIR SPOUSES TO ATTEND CERTAIN NATIONAL CONFERENCES, CONVENTIONS, AND MEETINGS RELATED TO UNIVERSITY BUSINESS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDED GROSS-UPS FOR LIMITED TYPES OF PAYMENTS TO 3 OFFICERS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT AND THE PROVOST AND EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS RESIDE IN ON-CAMPUS HOUSING AS A CONDITION OF THEIR EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RESIDENCES ARE USED FOR UNIVERSITY-RELATED BUSINESS AND ENTERTAINMENT PURPOSES ON A REASONABLE AND CONTINUAL BASIS. THE VP FOR DEVELOPMENT, PER AGREEMENT, IS PROVIDED CAMPUS HOUSING. CLUB DUES: CLUB DUES ARE PAID ON BEHALF OF 2 OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. THE MEMBERSHIPS ARE USED PREDOMINANTLY FOR UNIVERSITY BUSINESS PURPOSES. THE ABOVE BENEFITS WERE TREATED AS TAXABLE COMPENSATION WHEN APPROPRIATE. | |
| PART I, LINE 4B | PART I, LINE 4B: IN RECOGNITION OF THE FACT THAT THE UNIVERSITY'S CONTRIBUTIONS TO QUALIFIED RETIREMENT PLAN ('401(A) PLAN') ARE LIMITED BY AN IRS CAP ON COMPENSATION ($245,000 FOR 2010) AND THE CONTRIBUTION LIMITS FOR DEFINED CONTRIBUTION PLANS ($49,000 IN 2010), THE UNIVERSITY PROVIDES ALL EMPLOYEES WHO PARTICIPATE IN THE 401(A) PLAN AND WHO EARN COMPENSATION IN EXCESS OF THE CAP WITH CONTRIBUTIONS TO A NONQUALIFIED DEFERRED COMPENSATION PLAN ('457(F) RESTORATION PLAN') EQUAL TO THE DIFFERENCE BETWEEN THE BENEFIT THE INDIVIDUAL WOULD HAVE RECEIVED UNDER THE 401(A) PLAN IF NO COMPENSATION OR CONTRIBUTION LIMITS APPLIED AND THE AMOUNT ACTUALLY ACCRUED UNDER THE 401(A) PLAN; LESS ANY EMPLOYER CONTRIBUTION TO THE GEORGE WASHINGTON UNIVERSITY ELIGIBLE DEFERRED COMPENSATION PLAN. THE AMOUNTS REPORTED IN THIS SECTION ARE ALREADY INCLUDED IN THE COMPENSATION REPORTED IN SCHEDULE J, PART II. STEVEN KNAPP - $32,150 JOHN F. WILLIAMS, M.D. - $32,641 LOUIS H. KATZ - $22,000 ROBERT A. CHERNAK - $5,300 BETH NOLAN - $17,500 LEO CHALUPA - $12,900 MICHAEL MORSBERGER - $1,750 JOHN M. KUDLESS - $3,533 DONALD W. LINDSEY - $4,200 FREDERICK F. LAWRENCE - $16,944 JAMES L. SCOTT, M.D. - $18,500 SHAHRAM SARKANI - $37,757 KARL B. HOBBS - $23,009 STEPHEN J. TRACHTENBERG - $8,156 DONALD R. LEHMAN - $28,000 | |
| PART I, LINE 7 | GW OFFERED AN ANNUAL INCENTIVE COMPENSATION PLAN FOR CERTAIN SENIOR OFFICIALS. THE ANNUAL AWARD OPPORTUNITY IS CAPPED AT A PERCENTAGE OF THEIR SALARY. THE PLAN INCLUDES PROGRAMMATIC GOALS AND OBJECTIVES FOR THE YEAR THAT ARE SPECIFIC TO THEIR DEPARTMENT OR DIVISION, AS WELL AS THE UNIVERSITY, BUT ARE NON-REVENUE RELATED GOALS. THE PLAN IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES' COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS (THE "COMMITTEE"). PRIOR TO THE PAYOUT, THE COMMITTEE REVIEWS THE PERFORMANCE OF SENIOR OFFICIALS ON THEIR GOALS AND OBJECTIVES AND AWARDS THE INCENTIVE PAYMENTS BASED ON COMPARABLE MARKET DATA. THE UNIVERSITY ALSO ENGAGES ITS INTERNAL AUDITORS TO PERFORM SPECIFIC PROCEDURES TO DETERMINE WHETHER: (1) MANAGEMENT'S REVIEW OF THE COMPENSATION PROCESS FOLLOWED INTERNAL POLICIES AND PROCEDURES; AND (2) CALCULATIONS AND SOURCE DATA USED TO DETERMINE THE INCENTIVE PAYMENTS COMPLY WITH THE PLAN BEFORE THE DATA IS PROVIDED TO THE COMMITTEE FOR CONSIDERATION. | |
| PART I, LINE 8 | ONE PERSON HAD AN INITIAL CONTRACT COVERING HIS BASE SALARY AND ALL BUT $13,000 OF HIS COMPENSATION DURING 2010. THE INCREMENTAL $13,000 AMOUNT WAS A TEMPORARY ADJUSTMENT WHICH WAS IN EFFECT ONLY WHILE HE HELD THE INTERIM POSITION, AFTER WHICH HE RETURNED TO HIS NORMAL SALARY. | |
| PART III | PART II, (B)(II), BONUS COMPENSATION: THE COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("THE COMMITTEE") REVIEWS OFFICER AND KEY EMPLOYEE PERFORMANCE, GOALS AND ACCOMPLISHMENTS AND IN PRIOR YEARS, BONUSES WERE APPROVED AND GENERALLY PAID IN JANUARY OF EACH YEAR. DURING 2010, THE COMMITTEE REVIEWED THE TIMING BY WHICH BONUSES ARE PAID FOR OFFICERS AND KEY EMPLOYEES AND DECIDED TO CHANGE TIMING OF BONUS PAYMENTS TO NOVEMBER OF EACH YEAR. BECAUSE THE ANNUAL BONUS PERFORMANCE PERIOD COVERS THE FISCAL YEAR ENDING 6/30, THE INTENT WAS TO ALIGN THE TIMING OF THE BONUS MORE CLOSELY WITH THE PERIOD FOR WHICH THE PERFORMANCE RELATES. THIS RESULTED IN TWO BONUS PAYMENTS IN CALENDAR YEAR 2010 FOR CERTAIN OFFICERS AND KEY EMPLOYEES, ONE COVERING THE PERIOD 7/1/2008 - 6/30/2009 AND THE SECOND COVERING THE PERIOD 7/1/2009 - 6/30/2010. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| WASHINGTON NATIONALS | |||
| TRUSTEE ROBERT K. TANENBAUM IS A PRINCIPAL OWNER OF THE WASHINGTON NATLS. | 127500 | TICKETS AND CATERING AT NATIONALS PARK | 0 |
| TOWERS WATSON | |||
| TRUSTEE LINDA RABBITT IS CHAIR OF THE BOARD OF DIRECTORS AT TOWERS WATSON. | 112478 | EXECUTIVE COMPENSATION AND PROGRAM REVIEW | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 139996 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - APPR. OR EST. | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 82 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 765913 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH/LOW - GIFT DATE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1225 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - APPR. OR EST. | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - APPR. OR EST. | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FURN & EQUIP | 4 | 101719 | FMV - APPR. OR EST. |
| X | OTHER | 20 | 6965 | RECEIPTS |
| X | ARCHIVES | 19 | 20400 | FMV - APPR. OR EST. |
| X | LIFE INS. | 10 | 396305 | NET CASH VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 7 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | PART I, LINE 1: THERE ARE NO REVENUES REPORTED IN COLUMN (C) BECAUSE THE ORGANIZATION DOES NOT RECORD THESE AS CONTRIBUTIONS EXCEPT FOR CERTAIN COLLECTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARK HUGHES AND DAVID KARLGAARD - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLE X, SECTION 5 OF THE BYLAWS WAS AMENDED TO MODIFY THE REQUIRED STANDARD FOR APPROVAL OF ACTIONS TAKEN BY WRITTEN CONSENT FROM A UNANIMOUS VOTE TO A VOTE OF TWO-THIRDS OF THE MEMBERS OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORMS 990 AND 990-T WERE PREPARED IN-HOUSE BY THE UNIVERSITY'S TAX DEPARTMENT. THE PRIMARY SOURCE OF INFORMATION WAS THE AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION. THE FINANCIAL STATEMENTS NOT ONLY SERVED AS A SOURCE OF INFORMATION BUT ALSO RECONCILED WITH THE COMPLETED 990. THE PRIMARY DIFFERENCE BETWEEN THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 WAS THE PRESENTATION FORMAT AND SPECIAL GROUPINGS OF INCOME, EXPENSES, AND BALANCE SHEET ACCOUNTS REQUIRED ON THE FORM 990. SECONDARY INFORMATION USED TO PREPARE THE FORMS CAME FROM THE OFFICES THAT HAVE PRIMARY RESPONSIBILITY FOR AN ACTIVITY, INCLUDING THE COMPTROLLER'S OFFICE (FINANCIAL REPORTING, GRANTS AND CONTRACTS ACCOUNTING SERVICES, ACCOUNTS PAYABLE), PAYROLL SERVICES, OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, OFFICE OF COMPLIANCE AND PRIVACY, CHIEF INVESTMENT OFFICE, BUDGET, ATHLETICS, AND INVESTMENT REAL ESTATE, ALONG WITH OTHER OFFICES AND DEPARTMENTS THROUGHOUT THE UNIVERSITY. ONCE PREPARED, THE FORMS WERE REVIEWED INTERNALLY BY THE COMPTROLLER, THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE, THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, THE EXECUTIVE VICE PRESIDENT AND TREASURER, THE PRESIDENT, AND EXTERNALLY BY PRICEWATERHOUSECOOPERS, LLP. CERTAIN SECTIONS WERE ALSO REVIEWED BY OUR OUTSIDE LEGAL COUNSEL, MORGAN, LEWIS, AND BOCKIUS. THE ASSISTANT VP FOR UNIVERSITY COMPLIANCE, OFFICE OF THE VP FOR DEVELOPMENT, AND VP FOR EXTERNAL RELATIONS PROVIDED INPUT AND REVIEWED SPECIFIC SECTIONS FOR WHICH THEY ARE SUBJECT MATTER EXPERTS. A SPECIAL MEETING OF THE COMMITTEE ON FINANCE AND AUDIT OF THE UNIVERSITY'S BOARD OF TRUSTEES PROVIDED A FULL INSTITUTIONAL REVIEW OF ALL FORMS TO ENSURE COMPLIANCE WITH THE FEDERAL TAX AUTHORITIES. PRIOR TO FILING, A FINAL COPY OF THE 990 WAS PROVIDED TO THE FULL BOARD FOR AN OPPORTUNITY TO REVIEW AND COMMENT. | |
| CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE UNIVERSITY'S OFFICE OF COMPLIANCE AND PRIVACY, WHICH DISTRIBUTES AN ANNUAL QUESTIONNAIRE. THE QUESTIONNAIRES ARE COLLECTED, AND THE DISCLOSURES ARE SUMMARIZED AND SHARED WITH THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL AND THE BOARD OF TRUSTEES' COMMITTEE ON FINANCE AND AUDIT. ANY DISCLOSURE WHICH REVEALS FACTS THAT INDICATE AN ACTUAL OR APPARENT CONFLICT IS REVIEWED AND, WHEN APPROPRIATE, A PLAN IS IMPLEMENTED TO REMEDY, MANAGE OR MINIMIZE SUCH CONFLICT. THESE PLANS ARE MONITORED AND ENFORCED THROUGH ONGOING OVERSIGHT, COORDINATED BY THE OFFICE OF COMPLIANCE AND PRIVACY, INCLUDING A THOROUGH REVIEW OF UNIVERSITY PAYMENT REQUESTS THAT MAY CREATE A CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS (THE "COMMITTEE") OF THE UNIVERSITY'S BOARD OF TRUSTEES WAS DELEGATED THE AUTHORITY BY THE BOARD TO SET EXECUTIVE COMPENSATION. THE COMMITTEE, SERVING AS THE COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION FOR THE PRESIDENT, AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDED BY THE PRESIDENT FOR THE OFFICERS AND KEY EMPLOYEES. IN MAKING ITS ASSESSMENTS, THE COMMITTEE OBTAINS COMPENSATION INFORMATION PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT INCLUDES MARKET DATA FROM COMPARABLE UNIVERSITIES FOR COMPARABLE POSITIONS. IN DETERMINING THE PRESIDENT'S COMPENSATION, THE COMMITTEE CONSIDERS THE CONSULTANT'S REPORT AND MARKET DATA IN ADDITION TO THE TERMS OF HIS EMPLOYMENT CONTRACT. THE COMMITTEE ALSO TAKES INTO CONSIDERATION ACCOMPLISHMENTS FOR THE CURRENT FISCAL YEAR AS WELL AS GOALS FOR THE UPCOMING FISCAL YEAR. WHEN REVIEWING THE REASONABLENESS OF THE SENIOR OFFICIALS' COMPENSATION, IN ADDITION TO CONSIDERING THE CONSULTANT'S REPORT AND MARKET DATA, THE COMMITTEE ALSO REVIEWS SENIOR OFFICIALS' PERFORMANCE, TAKING INTO ACCOUNT THE PRESIDENT'S RECOMMENDATIONS AND OTHER INFORMATION AS IT DEEMS APPROPRIATE FROM TIME TO TIME, SUCH AS GOALS AND ACCOMPLISHMENTS, LENGTH OF SERVICE AND PRIOR SALARY HISTORY. IF ANY SENIOR OFFICIAL'S COMPENSATION IS ABOVE MARKET DATA, THE COMMITTEE CONSIDERS ALL RELEVANT FACTORS AND, IF IT APPROVES THE COMPENSATION, EXPLAINS ITS RATIONALE AND INCLUDES ITS EXPLANATION IN THE MINUTES. THE COMMITTEE KEEPS MINUTES OF ALL FINAL ACTIONS AT EACH MEETING. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE GOVERNING DOCUMENTS (CHARTER AND MISSION STATEMENT) ARE AVAILABLE ON THE BOARD OF TRUSTEE'S WEBSITE AT: HTTP://TRUSTEES.GWU.EDU/DOCS.CFM. THE FACULTY AND NON-FACULTY CONFLICT OF INTEREST POLICIES ARE AVAILABLE FROM THE UNIVERSITY'S POLICIES WEBSITE AT: WWW.POLICY.GWU.EDU. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE ANNUAL REPORT, WHICH IS POSTED ON THE COMPTROLLER'S OFFICE'S WEBSITE AT: HTTP://FINANCEOFFICE.GWU.EDU/ANNUAL_REPORTS.HTML. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE UNIVERSITY'S NON-RETALIATION POLICY AND THE TOLL FREE, 24 HOUR COMPLIANCE HELP AND REFERRAL PROGRAM HAS BEEN IN EFFECT SINCE MARCH 22, 2006 AND 2002, RESPECTIVELY. THIS POLICY WAS REVIEWED AND APPROVED BY THE EXECUTIVE VICE PRESIDENT AND TREASURER AND SENIOR VP AND GENERAL COUNSEL PRIOR TO IMPLEMENTATION. THE NON-RETALIATION POLICY AND COMPLIANCE PROGRAM ACTIVITY IS REPORTED ANNUALLY TO THE FINANCE AND AUDIT COMMITTEE. THE NON-RETALIATION POLICY WAS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE ON MARCH 29, 2012. | FORM 990, PART VI, SECTION B, LINE 13: | |
| THE UNIVERSITY'S RECORDS MANAGEMENT POLICY ORIGINATED IN APRIL 2004 AND HAS BEEN PERIODICALLY REVIEWED AND AMENDED SINCE THEN. THIS POLICY WAS REVIEWED AND APPROVED BY THE EXECUTIVE VICE PRESIDENT AND TREASURER AND SENIOR VP AND GENERAL COUNSEL PRIOR TO IMPLEMENTATION. THE POLICY EXPLAINS THE UNIVERSITY'S REQUIREMENTS FOR MANAGING ITS RECORDS IN A SYSTEMATIC AND LOGICAL MANNER AND REQUIRES INDIVIDUAL DEPARTMENTS TO DEVELOP AND IMPLEMENT PLANS FOR MAINTAINING THOSE RECORDS CONSISTENT WITH APPLICABLE LAWS, INCLUDING, THE STORAGE OF CONFIDENTIAL INFORMATION, THE PROPER TREATMENT OF ELECTRONICALLY STORED INFORMATION, PRESERVATION OF DOCUMENTS DURING LITIGATION, AND THE APPROPRIATE WAYS TO DESTROY OR DISPOSE OF DOCUMENTS THAT HAVE REACHED THE END OF THEIR RETENTION PERIOD. THE RECORDS MANAGEMENT POLICY WAS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE ON MARCH 29, 2012. | FORM 990, PART VI, SECTION B, LINE 14: | |
| THE UNIVERSITY'S JOINT VENTURE POLICY ORIGINATED IN JUNE 2009. THIS POLICY WAS REVIEWED AND APPROVED BY THE EXECUTIVE VICE PRESIDENT AND TREASURER AND SENIOR VP AND GENERAL COUNSEL PRIOR TO IMPLEMENTATION. THIS POLICY STATES THAT THE UNIVERSITY IS COMMITTED TO ENSURING THAT ITS BUSINESS ARRANGEMENTS WITH FOR-PROFIT ENTITIES ARE CONSISTENT WITH THE UNIVERSITY MISSION AND CALLS FOR REVIEW AND APPROVAL PROCEDURES PRIOR TO COMMENCING A NEW ARRANGEMENT IN ORDER TO PROTECT THE UNIVERSITY'S TAX EXEMPT STATUS. THE JOINT VENTURE POLICY WAS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE ON MARCH 29, 2012. | FORM 990, PART VI, SECTION B, LINE 16B: | |
| ALL TRUSTEES SERVE WITHOUT COMPENSATION. NO TRUSTEE DEVOTES FULL TIME TO THIS POSITION. THE AVERAGE NUMBER OF HOURS EACH TRUSTEE DEVOTES TO HIS/HER POSITION ON THE BOARD OF TRUSTEES DEPENDS UPON THE TRUSTEE'S LEADERSHIP ON THE BOARD AND COMMITTEES. THREE BOARD MEETINGS AND ONE RETREAT WERE HELD DURING THE FISCAL YEAR. EACH TRUSTEE SERVES ON AT LEAST ONE COMMITTEE. | FORM 990, PART VII ADDITIONAL TRUSTEE INFORMATION: | |
| DONALD LEHMAN (THROUGH OCTOBER 2010) AND STEVEN LERMAN (FROM OCTOBER 2010) DEVOTED AN AVERAGE OF .5 HOURS PER WEEK TO MOUNT VERNON COLLEGE. MOUNT VERNON COLLEGE IS A RELATED ORGANIZATION TO GW. LOUIS H. KATZ DEVOTED AN AVERAGE OF .5 HOURS PER WEEK TO THE WASHINGTON RESEARCH LIBRARY CONSORTIUM (WRLC). WRLC IS A RELATED ORGANIZATION TO GW. | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 169,120,671. DONATED SERVICES AND USE OF FACILITIES: 348,100. CHANGE IN VALUE OF CHARITABLE TRUSTS 4,427,371. ADJUSTMENT FOR SUBSIDIARY ACTIVITY 4,261. POST RETIREMENT RELATED CHARGES FAS 158 7,775,000. TOTAL TO FORM 990, PART XI, LINE 5: 181,675,403. | FORM 990, PART XI, LINE 5: |
| THE GEORGE WASHINGTON UNIVERSITY, AN INDEPENDENT ACADEMIC INSTITUTION CHARTERED BY THE CONGRESS OF THE UNITED STATES IN 1821, DEDICATES ITSELF TO FURTHERING HUMAN WELL-BEING. THE UNIVERSITY VALUES A DYNAMIC, STUDENT-FOCUSED COMMUNITY STIMULATED BY CULTURAL AND INTELLECTUAL DIVERSITY AND BUILT UPON A FOUNDATION OF INTEGRITY, CREATIVITY, AND OPENNESS TO THE EXPLORATION OF NEW IDEAS. THE GEORGE WASHINGTON UNIVERSITY, CENTERED IN THE NATIONAL AND INTERNATIONAL CROSSROADS OF WASHINGTON, D.C., COMMITS ITSELF TO EXCELLENCE IN THE CREATION, DISSEMINATION, AND APPLICATION OF KNOWLEDGE. TO PROMOTE THE PROCESS OF LIFELONG LEARNING FROM BOTH GLOBAL AND INTEGRATIVE PERSPECTIVES, THE UNIVERSITY PROVIDES A STIMULATING INTELLECTUAL ENVIRONMENT FOR ITS DIVERSE STUDENTS AND FACULTY. BY FOSTERING EXCELLENCE IN TEACHING, THE UNIVERSITY OFFERS OUTSTANDING LEARNING EXPERIENCES FOR FULL-TIME AND PART-TIME STUDENTS IN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS IN WASHINGTON, D.C., THE NATION, AND ABROAD. AS A CENTER FOR INTELLECTUAL INQUIRY AND RESEARCH, THE UNIVERSITY EMPHASIZES THE LINKAGE BETWEEN BASIC AND APPLIED SCHOLARSHIP, INSISTING THAT THE PRACTICAL BE GROUNDED IN KNOWLEDGE AND THEORY. THE UNIVERSITY ACTS AS A CATALYST FOR CREATIVITY IN THE ARTS, THE SCIENCES, AND THE PROFESSIONS BY ENCOURAGING INTERACTION AMONG ITS STUDENTS, FACULTY, STAFF, ALUMNI, AND THE COMMUNITIES IT SERVES. THE GEORGE WASHINGTON UNIVERSITY DRAWS UPON THE RICH ARRAY OF RESOURCES FROM THE NATIONAL CAPITAL AREA TO ENHANCE ITS EDUCATIONAL ENDEAVORS. IN RETURN, THE UNIVERSITY, THROUGH ITS STUDENTS, FACULTY, STAFF, AND ALUMNI, CONTRIBUTES TALENT AND KNOWLEDGE TO IMPROVE THE QUALITY OF LIFE IN METROPOLITAN WASHINGTON, D.C. | FORM 990, PARTS I & III, LN 1, DESCRIPTION OF ORGANIZATION'S MISSION: | |
| INFORMATION TECHNOLOGY EXPENSE INCLUDES HARDWARE, SOFTWARE, AND MAINTENANCE COSTS. | FORM 990, PART IX, LINE 14: | |
| IN FY08, THE UNIVERSITY ADOPTED THE OPTIONAL METHOD DESCRIBED IN THE IRS FORM INSTRUCTIONS FOR REPORTING INDIRECT EXPENSES RECORDED IN VARIOUS COST CENTERS AS A SEPARATE LINE ITEM (LINE 24E). INDIRECT EXPENSES INCLUDE, BUT ARE NOT LIMITED TO, FACILITIES OVERHEAD, POSTAGE, TELEPHONE, PRINT AND ADVERTISING SERVICES PERFORMED BY INTERNAL DEPARTMENTS. THE RECLASSIFICATION OF INDIRECT EXPENSES TO A SEPARATE LINE PRESERVES THE OBJECT CLASSIFICATION OF EACH INDIVIDUAL EXPENSE SO THAT ONLY COSTS PAID TO THIRD PARTIES FOR GOODS AND SERVICES ARE REPORTED. | FORM 990, PART IX, LINE 24E: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|
| DYNAMO BRASIL VII LLC | ||||||||
| C/O CORPORATION TRUST CTR 1209 ORAN | WILMINGTON | DE | 19801 | INVESTMENTS | DE | 0 | 64686079 | N/A |
| BRICK WALK HISTORIC PROPERTIES LLC | ||||||||
| 44983 KNOLL SQ ENTRPRS HL 2ND FL | ASHBURN | VA | 20147 | INVESTMENTS | VA | 77450 | 1442550 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOUNT VERNON COLLEGE | |||||||||||
| TAX DEPT 44983 KNOLL SQ ENTRPRS HL | ASHBURN | VA | 20147 | 530196635 | EDUCATION AND SUPPORTING ORGANIZATION OF GW | DC | 501(C)(3) | TYPE I | THE GEORGE WASHINGTON UNIVERSITY | 1 | |
| THE GEORGE WASHINGTON ALUMNI ASSOCIATION | |||||||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | 521437464 | ALUMNI PROGRAMS & RELATIONS | DC | 501(C)(3) | TYPE III | 0 | N/A | |
| THE WASHINGTON RESEARCH LIBRARY CONSORTIUM | |||||||||||
| 901 COMMERCE DRIVE | UPPER MARLBORO | MD | 20774 | 521559828 | LIBRARY SERVICES | DC | 501(C)(3) | TYPE I | 0 | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 33 CHARITABLE TRUSTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE GIVING | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE WASHINGTON RESEARCH LIBRARY CONSORTIUM | ||
| L | 998234 | INVOICES |
| THE WASHINGTON RESEARCH LIBRARY CONSORTIUM | ||
| M | 133108 | INVOICES |