KUTZTOWN UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KUTZTOWN UNIVERSITY FOUNDATION (EIN 23-2256893)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-20
- IRS object ID
- 202600519349300210
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-20T07:51:25-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 PICKERING WAY STE 300 | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232256893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTZTOWN UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUTZ | BusinessNameControlTxt |
| Phone | 6106831513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WIESENBERGER ALUMNI CTR PO BOX 15 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD T RICHMOND | PersonNm |
| Person Title | ASSOCIATE EXECUTIVE DIRECTOR & CFO | PersonTitleTxt |
| Phone | 6106831513 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE E KANE CPA | PreparerPersonNm |
| PTIN | P01275157 | PTIN |
| Phone | 4848742200 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD T RICHMOND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WIESENBERGER ALUMNI CTR PO BOX 151 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,833,981 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KUF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS TO ASSIST IN DEVELOPING AND ENHANCING QUALITY EDUCATIONAL OPPORTUNITIES AT KUTZTOWN UNIVERSITY OF PENNSYLVANIA FOR ITS STUDENTS, FACULTY, ALUMNI AND THE GREATER KUTZTOWN UNIVERSITY COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 116 | TotalVolunteersCnt |
| Total Gross UBI | $44,688 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,688 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,042,941 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,728,850 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,817,021 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,683,420 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,970,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,912,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $250,107 | PYOtherRevenueAmt |
| CY Other Revenue | $58,619 | CYOtherRevenueAmt |
| PY Total Revenue | $12,080,939 | PYTotalRevenueAmt |
| CY Total Revenue | $19,383,422 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,201,237 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,063,457 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,351,727 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,705,405 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,623,044 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,507,470 | PYOtherExpensesAmt |
| CY Other Expenses | $6,404,633 | CYOtherExpensesAmt |
| PY Total Expenses | $10,060,434 | PYTotalExpensesAmt |
| CY Total Expenses | $12,173,495 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,020,505 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,209,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,004,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,405,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,889,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,798,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,114,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,607,078 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE KUTZTOWN UNIVERSITY FOUNDATION IS TO RAISE FUNDS TO ASSIST IN DEVELOPING AND ENHANCING QUALITY EDUCATIONAL OPPORTUNITIES AT KUTZTOWN UNIVERSITY OF PENNSYLVANIA FOR ITS STUDENTS, FACULTY, AND ALUMNI, AND THE GREATER KUTZTOWN UNIVERSITY COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,461,997 | ExpenseAmt |
| Grant | $2,461,997 | GrantAmt |
| Desc | KUTZTOWN UNIVERSITY FOUNDATION PROVIDES ENDOWED, RESTRICTED, AND UNRESTRICTED SCHOLARSHIPS TO STUDENTS OF KUTZTOWN UNIVERSITY. THE FOUNDATION HAS 320 ENDOWED SCHOLARSHIP FUNDS, THE INCOME FROM WHICH PROVIDED $1,474,962 IN NEED-BASED AND MERIT-BASED SCHOLARSHIPS TO STUDENTS. IN ADDITION, THE FOUNDATION PROVIDED DIRECT SCHOLARSHIPS OF $987,035 TO STUDENTS. TOTAL SCHOLARSHIPS FOR THE FISCAL YEAR WERE $2,461,997. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $601,460 | ExpenseAmt |
| Grant | $601,460 | GrantAmt |
| Desc | KUTZTOWN UNIVERSITY FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE ACADEMIC AND ATHLETIC PROGRAMS OF KUTZTOWN UNIVERSITY TO ENHANCE THE STUDENT EXPERIENCE IN THE CLASSROOM, ON CAMPUS, AND BEYOND. DONORS HAVE THE ABILITY TO CONTRIBUTE TO EACH OF KUTZTOWN UNIVERSITY'S COLLEGES, ACADEMIC DEPARTMENTS AND PROGRAMS, ATHLETIC TEAMS, AND STUDENT ORGANIZATIONS THROUGH DEDICATED FUNDS AT THE FOUNDATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,630,902 | ExpenseAmt |
| Revenue | $3,066,454 | RevenueAmt |
| Desc | KUTZTOWN UNIVERSITY FOUNDATION PROVIDES AFFORDABLE AND COMFORTABLE HOUSING FOR STUDENTS OF KUTZTOWN UNIVERSITY IN THREE PROPERTIES ADJACENT TO THE UNIVERSITY'S CAMPUS: GOLDEN BEAR VILLAGE SOUTH (1,039 BEDS); GOLDEN BEAR VILLAGE WEST (107 BEDS); AND HONORS HALL (46 BEDS). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,360,194 | ExpenseAmt |
| Revenue | $2,616,966 | RevenueAmt |
| Desc | KUTZTOWN UNIVERSITY FOUNDATION PROVIDES ADMINISTRATIVE SERVICES OF ALUMNI RELATIONS ACTIVITIES AND EVENTS, IN ADDITION, THE FOUNDATION PROVIDES SUPPORT TO THE UNIVERSITY THROUGH OVERSIGHT OF ENDOWMENTS AND FUNDS EXPENDED ON BEHALF OF VARIOUS ACADEMIC DEPARTMENTS AND PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,360,194 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,616,966 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,054,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD T RICHMOND ASSOCIATE EXECUTIVE DIRECTOR CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106831513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15197 KUTZTOWN ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES PERKINS | |||||||||
| VICE PRESIDENT | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANE PISCITELLI | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRIC LARIVIERE | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY FUSSNER | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN NOLAN STUARDI | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN ROCK | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL GAUKER | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN G STEWART | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY GREEN | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB MALAVET | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHANIEL J WILLIAMS | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICO GOFFREDO | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN INKPEN | |||||||||
| BOARD MEMBER | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARI VANDERGAST | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL PRESINZANO | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT DORN | |||||||||
| PRESIDENT | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN PICHINI | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN ZIEGENFUS | |||||||||
| SECRETARY | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E KAUFFMAN | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY MASLUK | |||||||||
| BOARD MEMBER | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KREITZ | |||||||||
| TREASURER | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIS RAPP | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN D'AMICO | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA D JACKOWSKI | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX OGEKA | |||||||||
| EXECUTIVE DIRECTOR | 50.00 | 5.00 | $233,198 | $0 | $45,899 | Yes (X) | |||
| EDWARD T RICHMOND | |||||||||
| ASSOCIATE EXECUTIVE DIRECT | 50.00 | 10.00 | $215,924 | $0 | $42,839 | Yes (X) | |||
| KATHLEEN MEISCHKE | |||||||||
| CONTROLLER | 50.00 | 0.00 | $126,898 | $0 | $34,543 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $576,020 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,281 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MRA REALTY INC | |||||
| 3 VILLAGE ROAD SUITE 200 | HORSHAM | PA | 19044 | PROPERTY MAINTENANCE SERVICES | $620,407 |
| T&T LANCO | |||||
| 20 SUMMIT AVE | READING | PA | 19605 | MAINTENANCE & SERVICE SUPPLIES | $298,213 |
| BLACKBAUD INC | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | FINANCIAL & DONOR DATABASE SYSTEMS & CON | $138,904 |
| EVERGREEN REMODELING & PAINTING LLC | |||||
| 368 NORMAL AVE | KUTZTOWN | PA | 19530 | PAINTING AND REMODELING | $124,125 |
| JOHNSON CONTROLS FIRE PROTECTION LP | |||||
| 5757 N GREEN BAY AVE | MILWAUKEE | WI | 53209 | FIRE PROTECTION SERVICES | $116,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $136,736 | FundraisingAmt |
| All Other Contributions | $4,592,114 | AllOtherContributionsAmt |
| Noncash Contributions | $181,148 | NoncashContributionsAmt |
| Total Contributions | $4,728,850 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING FEES | 611710 | $3,066,454 | $3,066,454 |
| UNIVERSITY SERVICES | 611710 | $2,600,500 | $2,600,500 |
| FESTIVAL RENTALS | 611710 | $16,466 | $16,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,683,420 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,111,682 | TotalRevenueColumnAmt |
| Exclusion | $1,111,682 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,688 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,688 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,880 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $82,260 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$52,380 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,380 | TotalRevenueColumnAmt |
| Exclusion | -$52,380 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,035,386 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,234,535 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,800,851 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,800,851 | TotalRevenueColumnAmt |
| Exclusion | $7,800,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,606 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,736 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $124,101 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$72,495 | TotalRevenueColumnAmt |
| Exclusion | -$72,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $29,893 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $9,663 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,230 | TotalRevenueColumnAmt |
| Exclusion | $20,230 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 611310 | $119,554 | $119,554 |
| CHANGE IN CASH SURRENDER VALUE OF | 611310 | -$978 | -$978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $118,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,383,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,683,420 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $44,688 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,926,464 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,460 | TotalAmt |
| Program Services | $601,460 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,461,997 | TotalAmt |
| Program Services | $2,461,997 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,989 | TotalAmt |
| Program Services | $103,262 | ProgramServicesAmt |
| Management And General | $323,184 | ManagementAndGeneralAmt |
| Fundraising | $151,543 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,752 | TotalAmt |
| Program Services | $277,453 | ProgramServicesAmt |
| Management And General | $326,578 | ManagementAndGeneralAmt |
| Fundraising | $828,721 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,453 | TotalAmt |
| Program Services | $21,516 | ProgramServicesAmt |
| Management And General | $24,749 | ManagementAndGeneralAmt |
| Fundraising | $57,188 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,793 | TotalAmt |
| Program Services | $88,492 | ProgramServicesAmt |
| Management And General | $130,944 | ManagementAndGeneralAmt |
| Fundraising | $219,357 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,418 | TotalAmt |
| Program Services | $30,410 | ProgramServicesAmt |
| Management And General | $45,002 | ManagementAndGeneralAmt |
| Fundraising | $77,006 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,253 | TotalAmt |
| Program Services | $191 | ProgramServicesAmt |
| Management And General | $4,803 | ManagementAndGeneralAmt |
| Fundraising | $259 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,799 | TotalAmt |
| Program Services | $2,101 | ProgramServicesAmt |
| Management And General | $52,846 | ManagementAndGeneralAmt |
| Fundraising | $2,852 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,872 | TotalAmt |
| Management And General | $104,872 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,948 | TotalAmt |
| Program Services | $2,580 | ProgramServicesAmt |
| Management And General | $64,868 | ManagementAndGeneralAmt |
| Fundraising | $3,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,296 | TotalAmt |
| Program Services | $34,679 | ProgramServicesAmt |
| Management And General | $934 | ManagementAndGeneralAmt |
| Fundraising | $52,683 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,621 | TotalAmt |
| Program Services | $50,732 | ProgramServicesAmt |
| Management And General | $14,732 | ManagementAndGeneralAmt |
| Fundraising | $25,157 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,169 | TotalAmt |
| Program Services | $11,756 | ProgramServicesAmt |
| Management And General | $248,771 | ManagementAndGeneralAmt |
| Fundraising | $45,642 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,608,616 | TotalAmt |
| Program Services | $1,584,673 | ProgramServicesAmt |
| Management And General | $23,943 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,801 | TotalAmt |
| Program Services | $6,787 | ProgramServicesAmt |
| Management And General | $6,751 | ManagementAndGeneralAmt |
| Fundraising | $15,263 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,694 | TotalAmt |
| Program Services | $13,663 | ProgramServicesAmt |
| Management And General | $3,819 | ManagementAndGeneralAmt |
| Fundraising | $8,212 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,472 | TotalAmt |
| Program Services | $692,472 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,173 | TotalAmt |
| Program Services | $629,920 | ProgramServicesAmt |
| Management And General | $1,253 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,279 | TotalAmt |
| Program Services | $368,406 | ProgramServicesAmt |
| Management And General | $50,873 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT TAXES | $9,175 | $9,175 | ||
| UNCOLLECTIBLE ACCOUNT E | $1,666,303 | $1,666,303 | ||
| FOOD | $151,348 | $6,855 | $114,954 | $29,539 |
| TAXES, PERMITS & LICENS | $147,734 | $1,057 | $146,677 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,080 | TotalAmt |
| Program Services | $144,069 | ProgramServicesAmt |
| Management And General | $49,889 | ManagementAndGeneralAmt |
| Fundraising | $106,122 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,173,495 | TotalAmt |
| Program Services | $9,054,553 | ProgramServicesAmt |
| Management And General | $1,495,898 | ManagementAndGeneralAmt |
| Fundraising | $1,623,044 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750 | BOYAmt |
| EOY | $740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,615,985 | BOYAmt |
| EOY | $3,595,442 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,052 | BOYAmt |
| EOY | $395,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,320,774 | BOYAmt |
| EOY | $2,002,492 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,576,573 | BOYAmt |
| EOY | $8,739,048 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $4,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,658 | BOYAmt |
| EOY | $415,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,986,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,169,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,199,719 | BOYAmt |
| EOY | $13,817,086 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,349,476 | BOYAmt |
| EOY | $43,834,762 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,957,390 | BOYAmt |
| EOY | $10,196,412 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,277 | BOYAmt |
| EOY | $394,861 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,004,154 | BOYAmt |
| EOY | $83,405,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,448 | BOYAmt |
| EOY | $814,410 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,817 | BOYAmt |
| EOY | $241,234 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,884,063 | BOYAmt |
| EOY | $20,123,955 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,083 | BOYAmt |
| EOY | $618,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,889,411 | BOYAmt |
| EOY | $21,798,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,545,660 | BOYAmt |
| EOY | $13,939,486 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,569,083 | BOYAmt |
| EOY | $47,667,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,114,743 | BOYAmt |
| EOY | $61,607,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,004,154 | BOYAmt |
| EOY | $83,405,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,209,927 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,299,786 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$417,806 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,341,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,855,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,096,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,042,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,728,850 | CurrentTaxYearAmt |
| Total | $24,065,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,341,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,855,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,096,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,042,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,728,850 | CurrentTaxYearAmt |
| Total | $24,065,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,086,055 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,979,331 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $760,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $890,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,038,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,094,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,141,562 | CurrentTaxYearAmt |
| Total | $4,925,749 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,688 | CurrentTaxYearAmt |
| Total | $277,378 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$147,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $208,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,576 | CurrentTaxYearAmt |
| Total | $581,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,850,428 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,622,476 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $308,379 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,527,479 | BeginningYearBalanceAmt |
| Contributions | $1,161,684 | ContributionsAmt |
| Investment Earnings Or Losses | $4,134,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,280,996 | GrantsOrScholarshipsAmt |
| End Year Balance | $44,542,702 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,142,382 | BeginningYearBalanceAmt |
| Contributions | $1,571,877 | ContributionsAmt |
| Investment Earnings Or Losses | $4,124,215 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,310,995 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,527,479 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,402,677 | BeginningYearBalanceAmt |
| Contributions | $887,336 | ContributionsAmt |
| Investment Earnings Or Losses | $2,208,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,355,996 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,142,382 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,620,692 | BeginningYearBalanceAmt |
| Contributions | $754,988 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,031,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $941,169 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,402,677 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,068,315 | BeginningYearBalanceAmt |
| Contributions | $1,933,076 | ContributionsAmt |
| Investment Earnings Or Losses | $7,505,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $885,796 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,620,692 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,165,340 | OtherCostOrOtherBasisAmt |
| Book Value | $2,165,340 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,652,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,892,862 | DepreciationAmt |
| Book Value | $10,759,799 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $837,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $576,228 | DepreciationAmt |
| Book Value | $261,428 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,331,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,700,775 | DepreciationAmt |
| Book Value | $630,519 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,817,086 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $10,190,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE CONTRACTS | Desc |
| Book Value | $6,412 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,196,412 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $61,930 |
| DUE TO KUTZTOWN UNIVERSITY | $222,200 |
| SECURITY DEPOSITS | $185 |
| CRUT LIABILITY | $273,327 |
| INTEREST RATE SWAPS | $61,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $618,806 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,984,880 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,299,786 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,051,337 | OtherRevenueAmt |
| Revenue Not Reported | -$248,449 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,233,329 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,872 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $45,221 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $150,093 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,383,422 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,141,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,747,753 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,747,753 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,393,329 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,872 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,675,294 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,780,166 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,173,495 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE PENNSYLVANIA GERMAN CULTURAL HERITAGE CENTER COLLECTION CONSISTS OF STRUCTURES AND ARTIFACTS DEPICTING THE LIFESTYLE OF THE PENNSYLVANIA GERMAN PEOPLE WHO INHABITED THE GREATER KUTZTOWN AREA DURING THE 18TH AND 19TH CENTURIES. THE COLLECTION SUPPORTS KUTZTOWN UNIVERSITY'S PENNSYLVANIA GERMAN STUDIES PROGRAMS AND IS OPEN TO THE COMMUNITY FOR EDUCATIONAL VISITS. A SECOND COLLECTION AT THE CENTER FOR MALLET PERCUSSION RESEARCH CONSISTS OF RARE MUSICAL INSTRUMENTS. THIS COLLECTION IS ALSO OPEN TO THE COMMUNITY FOR EDUCATIONAL VISITS AND SUPPORTS THE PERCUSSION PROGRAM AT KUTZTOWN UNIVERSITY. |
| PART V, LINE 4: | SCHOLARSHIPS FOR STUDENTS ATTENDING KUTZTOWN UNIVERSITY AND TO SUPPORT KUTZTOWN UNIVERSITY'S ACADEMIC PROGRAMS AND DEPARTMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ORGANIZATION, THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENTS OF ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE FOUNDATION FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE FOUNDATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENTS EXPENSE 124,101. KUTZTOWN RESOURCE MANAGEMENT INCOME 486,960. RENTAL EXPENSES 82,260. KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL 563,017. CHANGE IN VALUE OF INTEREST RATE SWAP -371,250. CHANGE IN VALUE OF CHARITABLE GIFT ANNUNITIES -59,223. HOTEL OPERATIONS 3,215,809. GAMING EXPENSES 9,663. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST FROM KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL (ELIMINATED IN CONSOL.) 34,910. ROUNDING 2. OTHER ELIMINATIONS 10,309. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAMING EXPENSE 9,663. EVENTS EXPENSE 124,101. GOLDEN BEAR VENTURES INC 18,034. KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL 594,379. KUTZTOWN RESOURCE MANAGEMENT EXPENSES 264,241. RENTAL EXPENSES 69,593. URSUS AUREUS INC 3,632,424. URSUS SOLARIS INC 35,318. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DEBT FORGIVENESS ELIMINATION 1,664,778. ROUNDING 2. KUF/FESTIVAL ELIMINATION 41,043. KUF/UA ELIMINATION 62,500. OTHER ELIMINATIONS 4,176. CONSOLIDATING INCOME TAX ELIMINATION 902,795. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COACH BALDWIN MAROON & GOLF | Event1Nm |
| Gross Receipts Event1 | $32,264 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,264 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $50 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,378 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,082 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $707 | OtherDirectExpensesEvent1Amt |
| Event2 | BASEBALL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $18,375 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,375 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $2,465 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,795 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $50 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $86,096 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $86,096 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $38,990 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $26,403 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $755 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $136,735 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,735 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $50 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,833 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $38,280 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,512 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $83,675 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$83,675 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $29,668 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $6,204 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $3,459 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $29,668 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $6,204 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $3,459 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $9,663 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $20,005 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | KAY MEISCHKE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WIESENBERGER ALUMNI CENTER PO BOX 1 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTZTOWN UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 730 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232710197 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $601,460 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GRANTS AND DIRECT SUPPORT FOR EDUCATIONAL PURPOSES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS AT KUTZTOWN UNIVERSITY | GrantTypeTxt |
| Recipient | 1157 | RecipientCnt |
| Cash Grant | $2,461,997 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT IS SET UP AS A UNIQUE PROJECT IN THE GENERAL LEDGER, AND THE GRANTEE IS NOTIFIED OF THE AMOUNT OF FUNDING AVAILABLE ALONG WITH THE APPROVED BUDGET AND ALLOWABLE EXPENDITURE CATEGORIES. GRANT PAYMENTS ARE DISBURSED ONLY UPON RECEIVING APPROPRIATE SUPPORTING DOCUMENTATION FROM THE GRANTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEX OGEKA | ||||||||||||||
| EXECUTIVE DIRECTOR | $225,500 | $0 | $5,000 | $0 | $2,698 | $0 | $20,949 | $0 | $24,950 | $0 | $279,097 | $0 | $0 | $0 |
| EDWARD T RICHMOND | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECT | $210,000 | $0 | $4,000 | $0 | $1,924 | $0 | $19,509 | $0 | $23,330 | $0 | $258,763 | $0 | $0 | $0 |
| KATHLEEN MEISCHKE | ||||||||||||||
| CONTROLLER | $124,200 | $0 | $0 | $0 | $2,698 | $0 | $11,538 | $0 | $23,005 | $0 | $161,441 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MAXATAWNY TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| A | 232604048 | 2016-05-02 | $7,150,000 | SEE SCHEDULE O | 0 | 0 | 0 |
| MAXATAWNY TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 232604048 | 2022-12-01 | $16,650,000 | SEE SCHEDULE O | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $2,856,591 | $7,150,000 | $72,250 | $7,057,381 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $819,454 | $16,650,000 | $57,342 | $16,592,658 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANTANDER BANK | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| MID-PENN BANK | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND B, COLUMN F | THE PURPOSE OF THE BOND WAS A REFINANCE OF PREVIOUS BOND FOR THE CONSTRUCTION OF THE 1,039 BED GOLDEN BEAR VILLAGE SOUTH STUDENT RESIDENCE COMPLEX. |
| SCHEDULE K, PART I, BOND A, COLUMN F | THE PURPOSE OF THE BOND WAS TO FINANCE THE ACQUISITION AND DEVELOPMENT OF A 45-BED DORMITORY AND OFFICE BUILDING, ANOTHER OFFICE BUILDING AND A PARKING LOT FOR THE UNIVERSITY. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,673 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $161,065 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | INSTRUMENTS | 4 | $12,123 | FMV |
| Yes (X) | GIFT CARDS | 40 | $1,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS TRACKED BY FINANCE DEPARTMENT | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS PRESENTED TO THE BUDGET, FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE. THE PREPARING ACCOUNTANTS REVIEW THE ITEMS CONTAINED THEREIN AT THE MEETING AND THE COMMITTEE ACCEPTS THE FORM 990 FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMMITTEE ON DIRECTORS, WITH THE ASSISTANCE OF THE FOUNDATION'S EXECUTIVE STAFF, COLLECTS AND REVIEWS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ASSISTANT EXECUTIVE DIRECTOR/CHIEF FINANCIAL OFFICER BASED ON AN ANNUAL EVALUATION PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS LISTED ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGES IN VALUE OF CHARITABLE GIFT ANNUITIES -59,223. CHANGES IN VALUE OF INTEREST RATE SWAPS -371,250. BOOK/TAX DEPRECIATION DIFFERENCE 12,669. ROUNDING -2. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE FOUNDATION DOES HAVE A BUDGET, FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KUTZTOWN RESOURCE MANAGEMENT | |||||||||||
| WEISENBERGER ALUMNI CENTER PO BOX 1 | KUTZTOWN | PA | 19530 | 232801872 | STUDENT HOUSING | PA | 501(C)(3) | LINE 5 | KUTZTOWN UNIVERSITY FOUNDATION | 0 | |
| KUTZTOWN UNIVERSITY | |||||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | 232710197 | UNIVERSITY | PA | 501(C)(3) | LINE 2 | 0 | N/A | |
| KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL INC | |||||||||||
| WEISENBERGER ALUMNI CENTER PO BOX 3 | KUTZTOWN | PA | 19530 | 232801648 | GERMAN CULTURE EDUCATION | PA | 501(C)(4) | KUTZTOWN UNIVERSITY FOUNDATION | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDEN BEAR VENTURES INC | ||||||||||||
| 15197 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | 821135671 | PROPERTY RENTAL | PA | KUTZTOWN UNIVERSITY FOUNDATION | C | $37,162 | $2,437,578 | 1.00000 | Yes (1) |
| URSUS AUREUS INC | ||||||||||||
| 15197 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | 821091569 | HOTEL MANAGEMENT | PA | KUTZTOWN UNIVERSITY FOUNDATION | C | $463,111 | $11,593,529 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER UNITRUST | ||||||||||||
| PA | KUTZTOWN UNIVERSITY FOUNDATION | T | 0 | |||||||||
| URSUS SOLARIS | ||||||||||||
| 15197 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | 923038333 | SOLAR PROJECT | PA | KUTZTOWN UNIVERSITY FOUNDATION | C | -$4,944 | $1,885,060 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URSUS AUREUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $200,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |