UNIVERSITY OF SCRANTON: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SCRANTON (EIN 24-0795495)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-12-20
- IRS object ID
- 201233559349300033
- Schema version
- 2011v1.2
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-20T14:02:30-08:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795495 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SCRANTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5709416486 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J STEINMETZ CPA | Name |
| Title | SENIOR VP FINANCE & ADMINISTRATION | Title |
| Phone | 5709416486 | Phone |
| Date Signed | 2012-12-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK GIARDINI | Name |
| Phone | 2155614200 | Phone |
| Date Prepared | 2012-12-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REV KEVIN P QUINN SJ | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 366794900 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.scranton.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | The University of Scranton is a Catholic and Jesuit university. It is a community dedicated to the freedom of inquiry and personal development fundamental to the growth in wisdom and integrity of all who share its life. It offers degree programs at the under-graduate and graduate levels as well as pre-professional and professional programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3045 | TotalNbrEmployees |
| Total Nbr Volunteers | 639 | TotalNbrVolunteers |
| Total Gross UBI | 376141 | TotalGrossUBI |
| Contributions Grants Prior Year | 19324788 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9970838 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 183101536 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 196043903 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7472282 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5193368 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1517340 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1654585 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 211415946 | TotalRevenuePriorYear |
| Total Revenue Current Year | 212862694 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50854597 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 52899802 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 87214674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 89081913 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 59300 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 42500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2973777 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46910210 | OtherExpensePriorYear |
| Other Expenses Current Year | 54567048 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 185038781 | TotalExpensesPriorYear |
| Total Expenses Current Year | 196591263 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26377165 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16271431 | RevenuesLessExpensesCY |
| Total Assets BOY | 503151380 | TotalAssetsBOY |
| Total Assets EOY | 497602727 | TotalAssetsEOY |
| Total Liabilities BOY | 226317289 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 216711990 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 276834091 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 280890737 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The University of Scranton is a Catholic and Jesuit university. It is a community | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 52899802 | Expense |
| Grants | 52899802 | Grants |
| Description | HIGHER EDUCATION; STUDENT FINANCIAL AID - TOTAL INSTITUTIONAL FINANCIAL AID AWARDS PROCESSED AND DISBURSED BY THE FINANCIAL AID OFFICE AMOUNTED $52,899,802 TO 3,696 UNDUPLICATED RECIPIENTS. ADDITIONALLY, THE FINANCIAL AID OFFICE PROCESSED $82,530,859 OF FINANCIAL AID IN THE FORM OF LOANS TO STUDENTS. DURING THE 2011-2012 ACADEMIC YEAR 5,179 UNDUPLICATED RECIPIENTS RECEIVED SOME FORM OF FINANCIAL AID. LOANS PROVIDED TO STUDENTS AND THEIR PARENTS INCLUDED FEDERAL STAFFORD, PLUS AND ALTERNATIVE LOANS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52875209 | Expense |
| Revenue | 162373727 | Revenue |
| Description | HIGHER EDUCATION; INSTRUCTION - PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO 4,069 UNDERGRADUATE AND 1,965 GRADUATE STUDENTS. THERE ARE 60 UNDERGRADUATE MAJOR PROGRAMS, 24 GRADUATE (MASTERS) LEVEL PROGRAMS, ONE DOCTORAL PROGRAM AND OVER 100 CONTINUING AND PROFESSIONAL EDUCATION PROGRAMS TAUGHT AT THE UNIVERSITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34130570 | Expense |
| Revenue | 33670176 | Revenue |
| Description | HIGHER EDUCATION; AUXILIARY SERVICES - PROVIDES DORMITORY AND FOOD SERVICES TO APPROXIMATELY 2,523 RESIDENT STUDENTS AND FOOD SERVICES TO COMMUTER STUDENTS, FACULTY, STAFF AND ADMINISTRATION. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 344688 | 133844 | Higher Education; Research - Includes the cost associated with 3 federal, 1 state cost associated with 3 federal, 1 state cost associated with 3 federal, 1 state cost associated with 3 federal, 1 state |
| 1752786 | Higher Education; Public Service - Funds expended for activities established primarily expended for activities established primarily expended for activities established primarily expended for activities established primarily expended for activities established primarily expended for activities established primarily | |
| 7640268 | Higher Education; Academic Support - Includes expenses applicable to an integral part of the expenses applicable to an integral part of the expenses applicable to an integral part of the expenses applicable to an integral part of the | |
| 5368267 | Higher Education; Library - Expenses incurred in operating an 80,000 sq. ft. incurred in operating an 80,000 sq. ft. incurred in operating an 80,000 sq. ft. incurred in operating an 80,000 sq. ft. incurred in operating an 80,000 sq. ft. incurred in operating an 80,000 sq. ft. | |
| 16076881 | Higher Education; Student Services and Activities - Expenditures or activities whose Activities - Expenditures or activities whose Activities - Expenditures or activities whose Activities - Expenditures or activities whose |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 31182890 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 133844 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 171088471 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9028 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3045 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ADRIAN J MIHALKO CPA MACC CONTROLLE | NamePerson |
| Telephone Number | 5709414897 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| PAULA K BARRETT CPA | |||||
| Trustee | 2.00 | X | 0 | 0 | 0 |
| WILLIAM J BRADY | |||||
| Trustee | 2.00 | X | 0 | 0 | 0 |
| CHRISTOPHER M CONDRON | |||||
| Trustee, Board Chairman | 2.00 | X | 0 | 0 | 0 |
| THOMAS J DAVIS CPA | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| JACQUELYN DIONNE | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| DONNA M DOHERTY | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| REV JAMES DUFFY SJ MD | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MARY BETH FARRELL | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MICHELE FINN | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MATTHEW GEIGER | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MARIE A GEORGE PHD | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MICHAEL P GLINSKY | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| REV OTTO HENTZ SJ | |||||
| Trustee | 2.00 | X | 0 | 0 | 0 |
| JOSEPH J KADOW ESQ | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| JAMES J KNIPPER | |||||
| Trustee | 1 | X | |||
| LAWRENCE LYNCH CPA | |||||
| Trustee | 1 | X | |||
| GEORGE V LYNETT JR | |||||
| Trustee | 1 | X | |||
| REV RYAN MAHER SJ | |||||
| Trustee | 1 | X | |||
| DENNIS J MCGONIGLE | |||||
| Trustee | 1 | X | |||
| JAMES F MULLERY JR | |||||
| Trustee | 1 | X | |||
| JUSTIN B MURPHY | |||||
| Trustee | 1 | X | |||
| FRANCIS J PEARN | |||||
| Trustee, Board Vice Chairman | 2 | X | |||
| KAREN L PENNINGTON PHD | |||||
| Trustee | 2 | X | |||
| VINCENT F REILLY | |||||
| Trustee | 1 | X | |||
| REV ROBERT E REISER SJ | |||||
| Trustee | 1 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3613041 | TotalReportableCompFromOrg |
| Total Other Compensation | 725500 | TotalOtherCompensation |
| Number Individuals GT100 K | 98 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE QUANDEL GROUP | |||||
| 4755 LINGESTOWN ROAD | HARRISBURG | PA | 17112 | General contractor | 21852287 |
| SORDONI CONSTRUCTION CO | |||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | General contractor | 19072654 |
| ARAMARK | |||||
| C/O UNIVESITY OF SCRANTON | SCRANTON | PA | 18510 | Food service provider | 10645955 |
| FIRST PRIORITY | |||||
| PO BOX 2127 | WILKESBARRE | PA | 18703 | Health care provider | 9197284 |
| TIAACREF | |||||
| PO BOX 1259 | CHARLOTTE | NC | 28201 | Pension plan provider | 3942577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 75 | NumberOfContractorsGT100K |
| Fundraising Events | 768311 | FundraisingEvents |
| Government Grants | 6005286 | GovernmentGrants |
| All Other Contributions | 3197241 | AllOtherContributions |
| Noncash Contributions | 276543 | NoncashContributions |
| Total Contributions | 9970838 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| Tuition and fees | 611310 | 162373727 |
| Auxiliary enterprises | 721310 | 33670176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 196043903 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3346829 | TotalRevenueColumn |
| Exclusion | $3,346,829 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 112182 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 82509 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29673 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29673 | TotalRevenueColumn |
| Exclusion | $29,673 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 155443194 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 153596655 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1846539 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1846539 | TotalRevenueColumn |
| Exclusion | $1,846,539 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 98540 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 768311 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 253042 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -154502 | TotalRevenueColumn |
| Exclusion | -$154,502 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| Print shop activities | 323100 | 304851 | 304851 | ||
| Educational support services | 611710 | 1098422 | 1092868 | $5,554 | |
| Conferences and Summer camps | 721214 | 376141 | 376141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1779414 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212862694 | TotalRevenueColumn |
| Related Or Exempt Function Income | 197441622 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 376141 | UnrelatedBusinessRevenue |
| Exclusion | $5,074,093 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52899802 | Total |
| Program Services | 52899802 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3102830 | Total |
| Program Services | 1822441 | ProgramServices |
| Management And General | 1003369 | ManagementAndGeneral |
| Fundraising | 277020 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61774030 | Total |
| Program Services | 51056035 | ProgramServices |
| Management And General | 9469205 | ManagementAndGeneral |
| Fundraising | 1248790 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4760449 | Total |
| Program Services | 3828218 | ProgramServices |
| Management And General | 822042 | ManagementAndGeneral |
| Fundraising | 110189 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15213672 | Total |
| Program Services | 11655371 | ProgramServices |
| Management And General | 3324590 | ManagementAndGeneral |
| Fundraising | 233711 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4230932 | Total |
| Program Services | 3409545 | ProgramServices |
| Management And General | 723124 | ManagementAndGeneral |
| Fundraising | 98263 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241331 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 241331 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138935 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 138935 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94500 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 94500 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42500 | Total |
| Fundraising | 42500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537895 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 537895 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1191278 | Total |
| Program Services | 1017165 | ProgramServices |
| Management And General | 174113 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932602 | Total |
| Program Services | 169189 | ProgramServices |
| Management And General | 748170 | ManagementAndGeneral |
| Fundraising | 15243 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2592000 | Total |
| Program Services | 1896600 | ProgramServices |
| Management And General | 555845 | ManagementAndGeneral |
| Fundraising | 139555 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1471987 | Total |
| Program Services | 605088 | ProgramServices |
| Management And General | 824805 | ManagementAndGeneral |
| Fundraising | 42094 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3459754 | Total |
| Program Services | 3459754 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890451 | Total |
| Program Services | 817072 | ProgramServices |
| Management And General | 62740 | ManagementAndGeneral |
| Fundraising | 10639 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1245266 | Total |
| Program Services | 976589 | ProgramServices |
| Management And General | 216785 | ManagementAndGeneral |
| Fundraising | 51892 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6760956 | Total |
| Program Services | 6760956 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12428727 | Total |
| Program Services | 11115337 | ProgramServices |
| Management And General | 1264725 | ManagementAndGeneral |
| Fundraising | 48665 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640575 | Total |
| Program Services | 557814 | ProgramServices |
| Management And General | 68288 | ManagementAndGeneral |
| Fundraising | 14473 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Direct food costs | 8323460 | 8323460 | 0 | 0 |
| Other food service expenses | 2157757 | 1793979 | 267425 | 96353 |
| Books and publications | 1565909 | 1544977 | 19305 | 1627 |
| Repairs and maintenance | 4352903 | 3917747 | 417323 | 17833 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5540762 | Total |
| Program Services | 3461332 | ProgramServices |
| Management And General | 1649000 | ManagementAndGeneral |
| Fundraising | 430430 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196591263 | Total |
| Program Services | 171088471 | ProgramServices |
| Management And General | 22529015 | ManagementAndGeneral |
| Fundraising | 2973777 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16801561 | BOY |
| EOY | 10981392 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13983342 | BOY |
| EOY | 8844021 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2273086 | BOY |
| EOY | 5704003 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51516 | BOY |
| EOY | 28400 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3931478 | BOY |
| EOY | 3395665 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4146864 | BOY |
| EOY | 3882001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 404573989 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 124643527 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247636422 | BOY |
| EOY | 279930462 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130041425 | BOY |
| EOY | 101477029 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84285686 | BOY |
| EOY | 83359754 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503151380 | BOY |
| EOY | 497602727 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42721295 | BOY |
| EOY | 33211467 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307460 | BOY |
| EOY | 274497 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6225846 | BOY |
| EOY | 10647520 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171275000 | BOY |
| EOY | 166795000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5787688 | BOY |
| EOY | 5783506 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226317289 | BOY |
| EOY | 216711990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177117168 | BOY |
| EOY | 186684352 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43878360 | BOY |
| EOY | 37007282 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55838563 | BOY |
| EOY | 57199103 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276834091 | BOY |
| EOY | 280890737 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503151380 | BOY |
| EOY | 497602727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16271431 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12214785 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
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) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,163 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $94,500 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 95663 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt II-B Line 1i | The University contracted with a consulting group to |
| TO REPRESENT ITS INTERESTS IN LEGISLATIVE AND OTHER GOVERNMENTAL MATTERS AT BOTH THE STATE AND FEDERAL LEVELS. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 24500 | RevenuesIncluded |
| Assets In Part X | 222673 | 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 |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Used regularly for teaching purposes | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 129680970 | BeginningOfYearBalance |
| Contributions | 2087049 | Contributions |
| Investment Earnings Or Losses | -7502776 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2608868 | GrantsOrScholarships |
| Other Expenditures | 2131472 | OtherExpenditures |
| Administrative Expenses | 537895 | AdministrativeExpenses |
| End Of Year Balance | 118987008 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 111708996 | BeginningOfYearBalance |
| Contributions | 3903772 | Contributions |
| Investment Earnings Or Losses | 22547487 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3292671 | GrantsOrScholarships |
| Other Expenditures | 4386168 | OtherExpenditures |
| Administrative Expenses | 800446 | AdministrativeExpenses |
| End Of Year Balance | 129680970 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100233075 | BeginningOfYearBalance |
| Contributions | 5829128 | Contributions |
| Investment Earnings Or Losses | 13819583 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3473969 | GrantsOrScholarships |
| Other Expenditures | 4087415 | OtherExpenditures |
| Administrative Expenses | 611406 | AdministrativeExpenses |
| End Of Year Balance | 111708996 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.46500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20414562 | OtherCostOrOtherBasis |
| Book Value | 20414562 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 317932751 | OtherCostOrOtherBasis |
| Depreciation | 91509504 | Depreciation |
| Book Value | 226423247 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41702022 | OtherCostOrOtherBasis |
| Depreciation | 26338491 | Depreciation |
| Book Value | 15363531 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24524654 | OtherCostOrOtherBasis |
| Depreciation | 6795532 | Depreciation |
| Book Value | 17729122 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 279930462 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Silchester International Investors | 9764486 | F |
| ABS Offshore SPC Class B | 6727103 | F |
| State Street Global Advisors | 35714518 | F |
| Grosvenor Capital Management | 11275698 | F |
| EII Global Property Fund | 5757716 | F |
| MFS International Growth, LLC | 9745911 | F |
| MBIA,Inc. 29.7 year GIC | 4374322 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 83359754 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split interest agreements | $1,396,946 |
| Premiums on University bonds | $3,889,773 |
| Capital lease obligations | $496,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5783506 | TotalOfAmounts |
| Total Revenue | 212862694 | TotalRevenue |
| Total Expenses | 196591263 | TotalExpenses |
| Excess Or Deficit For Year | 16271431 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -12214785 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -12214785 | TotalAdjustments |
| Excess Or Deficit Per FS | 4056646 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 148376739 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12214785 | NetUnrealizedGainsInvestments |
| Other Revenues | 628632 | OtherRevenues |
| Revenue Not Rptd F990 | -11586153 | RevenueNotRptdF990 |
| Revenue Subtotal | 159962892 | RevenueSubtotal |
| Other Revenues Not Included | 52899802 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 52899802 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 212862694 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 144320093 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 628632 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 628632 | ExpensesNotRptdF990 |
| Expenses Subtotal | 143691461 | ExpensesSubtotal |
| Other Expenses Not Included | 52899802 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 52899802 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 196591263 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt III Line 4 | The Special Collections department of the Weinberg |
| MEMORIAL LIBRARY PROVIDES EXHIBITS, PROGRAMMING AND INSTRUCTION THAT REACH OUT TO BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. SPECIAL COLLECTIONS CONTAINS HISTORICAL COLLECTIONS AND A RARE BOOK COLLECTION THAT RANGES FROM MEDIEVAL MANUSCRIPTS AND EARLY PRINTED BOOKS THROUGH 20TH CENTURY FIRST EDITIONS AND FINE PRESS WORK. MUCH | |
| OF THE COLLECTION WAS DONATED OR ACQUIRED OVER MANY DECADES. INCLUDED IN THE COLLECTION IS A COMPONENT FOCUSING ON RARE BOOKS PRODUCED BY THE JESUIT COMMUNITY. | |
| Pt V Line 4 | The University's endowment is used to provide |
| SCHOLARSHIPS TO STUDENTS AND TO OFFSET FACULTY SALARIES AND OTHER OPERATING EXPENSES. | |
| Pt X | The University is exempt from federal income taxes |
| UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. TAX POSITIONS ARE RECOGNIZED OR DERECOGNIZED BY THE UNIVERSITY BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. | |
| Pt XII Line 2d | Rental expenses deducted from gross rent revenue |
| AND FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME ON FORM 990, PART VIII, LINES 6B AND 8B RESPECTIVELY. RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS CONTRA-EXPENSE. | |
| Pt XII Line 4b | Tuition and fee revenue offset by institutionally |
| FUNDED STUDENT FINANCIAL AID (TUITION AND FEE |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Line 3 | SEE SCHEDULE E, PART II THE UNIVERSITY'S RACIALLY NONDISCRIMINATION POLICY |
| Line 6b | THE UNIVERSITY RECEIVES OPERATING FUNDS DESIGNATED |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 6727103 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 6727103 | SubtotalAmountSpent |
| Total Amount Spent | 6727103 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | 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 | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLA CAPONE COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Consultant | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 799745 | GrossReceipts |
| Amount Retained By Contractor | 42500 | AmountRetainedByContractor |
| Net To Organization | 757245 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 799745 | TotalGrossReceipts |
| Total Retained By Contractors | 42500 | TotalRetainedByContractors |
| Total Net To Organization | 757245 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PBC Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 799745 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 707705 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 92040 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 137005 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 59216 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Athletics Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 67106 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 60606 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6500 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 32907 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 17614 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 866851 | GrossReceiptsTotal |
| Charitable Contributions Total | 768311 | CharitableContributionsTotal |
| Gross Revenue Total Events | 98540 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 169912 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 76830 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 253042 | DirectExpenseSummaryEvents |
| Net Income Summary | -154502 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | University funded grants/assistance | TypeOfGrant |
| Number Of Recipients | 3696 | NumberOfRecipients |
| Amount Of Cash Grant | 52899802 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | All University students are considered for grants and or |
| assistance. The University's Financial Aid Office | |
| evaluates each student's financial need based upon | |
| information provided on the Free Application for Federal | |
| Student Aid (FAFSA). Financial Aid Office management award | |
| merit scholarships to students who qualify based upon | |
| donor stipulations and award federal, state and private need | |
| based awards based upon federal or other guidelines. | |
| Students receiving awards provide information and | |
| participate in interviews to ensure that guidelines and | |
| residency rules and regulations are met. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| HAROLD W BAILLIEPHD | ||||
| 228673 | 22608 | 18780 | 270061 | |
| VINCENT CARILLI PHD | ||||
| 165875 | 16114 | 16890 | 198879 | |
| PATRICIA A DAY JD | ||||
| 158818 | 15193 | 8293 | 182304 | |
| JEROME P DESANTO MBA | ||||
| 197376 | 18205 | 21697 | 237278 | |
| PATRICK LEAHY EDD | ||||
| 232905 | 22608 | 21507 | 277020 | |
| EDWARD J STEINMETZ CPA | ||||
| 206010 | 20096 | 17705 | 243811 | |
| GERALD C ZABOSKI MS | ||||
| 153433 | 15072 | 16985 | 185490 | |
| BRIAN P CONNIFF PHD | ||||
| 155959 | 8705 | 22237 | 186901 | |
| JOSEPH H DREISBACH PHD | ||||
| 172271 | 17296 | 23489 | 213056 | |
| DEBRA A PELLEGRINO EDD | ||||
| 162016 | 15414 | 8133 | 185563 | |
| KENNETH R LORD PHD | ||||
| 192887 | 16070 | 21572 | 230529 | |
| MICHAEL O MENSAH PHD | ||||
| 203134 | 18958 | 21507 | 243599 | |
| WILLIAM J WELSH PHD | ||||
| 154454 | 14766 | 8198 | 177418 | |
| S KINGSLY GNANENDRAN PHD | ||||
| 188978 | 12003 | 21707 | 222688 | |
| IORDANIS PETSASPHD | ||||
| 161410 | 8032 | 10254 | 179696 | |
| SATYANARAYANA V PRATTIPATI PHD | ||||
| 205192 | 11509 | 18780 | 235481 | |
| ROSE SEBASTIANELLI PHD | ||||
| 160562 | 12650 | 24794 | 198006 | |
| NABIL A TAMIMIPHD | ||||
| 171994 | 10434 | 21707 | 204135 | |
| ABIGAIL BYMAN JD | ||||
| 10404 | 17786 | 127388 | 99198 | |
| DAVID E CHRISTIANSEN | ||||
| 100398 | 100398 | |||
| PAUL F FAHEY PHD | ||||
| 127269 | 12682 | 24644 | 164595 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 1a | THE UNIVERSITY PROVIDES ON-CAMPUS HOUSING FOR REV. KEVIN P. QUINN, SJ, PRESIDENT AND REV. RICHARD G. MALLOY, SJ, VICE PRESIDENT FOR UNIVERSITY MINISTRIES. THE ESTIMATED VALUE OF HOUSING IS $15,400 AND $14,564 RESPECTIVELY. THE HOUSING VALUES ARE BASED UPON RESIDENCE HALL RATES CHARGED UNIVERSITY STUDENTS. THESE HOUSING VALUES ARE INCLUDED IN THE RESPECTIVE OFFICER'S COMPENSATION DISCLOSED IN PART VII OF THE FORM 990. THE UNIVERSITY PAYS FOR INITIATION FEES AND MONTHLY DUES FOR A MEMBERSHIP FOR THE PRESIDENT TO THE SCRANTON CLUB. THE UNIVERSITY ALSO PAYS FOR THE ANNUAL MEMBERSHIP FEES FOR THE EXECUTIVE VICE PRESIDENT IN HIS UNIVERSITY RELATIONS ROLE AT THE FOLLOWING SOCIAL CLUBS: PYRAMID CLUB OF PHILADELPHIA, HAMILTON FARM GOLF CLUB OF GLADSTONE, NJ AND GLENMAURA NATIONAL GOLF CLUB OF MOOSIC, PA. THESE MEMBERSHIPS ARE USED BY SENIOR ADMINISTRATORS TO HOST MEETINGS WITH BUSINESS PARTNERS OF THE UNIVERSITY, BOARD MEMBERS, POTENTIAL DONORS AND FACULTY AND STAFF. MEMBERSHIPS IN THESE CLUBS ALLOWS FOR RECIPROCAL USE OF OTHER RELATED VENUES WITHIN THE UNITED STATES. THESE RECIPROCAL AGREEMENTS ALLOW SENIOR ADMINISTRATION TO HOST QUALITY BUSINESS AND FUNDRAISING EVENTS OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA. |
| Pt I Line 3 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE HUMAN RESOURCES OFFICE OR EXTERNAL SOURCES TO AID IN EVALUATING COMPENSATION AND BENEFITS AND STRATEGIES TO ATTRACT AND RETAIN QUALIFIED PERSONNEL FOR SENIOR EXECUTIVE ADMINISTRATIVE POSITIONS. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR SENIOR ADMINISTRATORS AND OFFICERS OF THE UNIVERSITY. THIS REVIEW INCLUDES COMPARABLE MARKET DATA FOR POSITIONS AT OTHER HIGHER EDUCATION INSTITUTIONS. THE COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE THE TOTAL COMPENSATION PAID THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES, THE PRESIDENT AS TO THE INDIVIDUAL CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE. |
| Part I Line 4a | ABIGAL BYMAN, JD - SEPARATION PAYMENT OF $99,198. DAVID E. CHRISTIANSEN - SEPARATION PAYMENT OF $100,398. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 70917RCRA | 2006-03-02 | 57424438 | Campus Ctr and refunding | false | false | false |
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 810694H93 | 2007-10-12 | 30479254 | Construct dormitory | false | false | false |
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 70917RPW9 | 2008-04-01 | 11540071 | Current refunding | false | false | false |
| CITY OF WILKES-BARRE FINANCING AUTHORITY | |||||||
| 205684698 | 968254AX0 | 2010-09-09 | 67855761 | Science building and dormitory | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 60143859 | 4374322 | 24554657 | 1220097 | 29994783 | 2007 | false | true | true | true |
| 30479254 | 2793400 | 695786 | 26990068 | 2008 | false | false | true | true | |
| 11540071 | 11450977 | 89094 | 2008 | true | false | true | true | ||
| 67855761 | 568398 | 67287363 | 2011 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | true | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | true | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| MBIA INC | |||||||
| true | false | false | true | 0.29666700 | true | false | false |
| (no name) | |||||||
| true | false | false | false | false | false | ||
| (no name) | |||||||
| true | false | false | false | false | false | ||
| (no name) | |||||||
| false | false | false | false | false | false | ||
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| PATRICIA A DAY JD | ||||||
| Relocation assistance | X | $3,000 | 836 | false | true | true |
| PATRICK LEAHY EDD | ||||||
| Forgivable loan | X | $50,000 | 27564 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 28400 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE V LYNETT JR | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee | Relationship |
| Amount Of Transaction | 101129 | AmountOfTransaction |
| Description Of Transaction | See Part V below | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part IV, | George V. Lynett, Jr. - Description of Transaction - |
| Line (1)(d) | Mr. Lynett serves as the CEO of Times-Shamrock |
| Communications (TSC). The University purchases | |
| advertising, printing services and newspaper delivery | |
| services from TSC and its subsidiaries. Mr. Lynett | |
| is not involved in the selection of vendors for any | |
| of the services noted. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 178066 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Midpoint High/Low | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26791 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor estimate/receipt | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Lab Equipment | 1 | 40000 | Appraisal |
| X | Prizes | 98 | 6270 | Donor estimate |
| X | Team Dinner | 1 | 916 | Receipt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Pt I Line 32b | Form 990 | The University uses the services of a securities |
| Form 990 | broker to sell all securities received as | |
| Form 990 | charitable contributions. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (117 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 2 | The President of the University, Rev. Kevin P. |
| Quinn, SJ and the Vice President for University | |
| Ministries, Rev. Richard G. Malloy, SJ are | |
| members of the Scranton Jesuit Community and the | |
| Maryland Province of the Society of Jesus. Other | |
| clergy that are members of the Board of | |
| Trustees may also be members of the Maryland | |
| Province of the Society of Jesus. | |
| Pt VI, Line 11a | The Form 990 is prepared inhouse based upon |
| audited financial statements. The draft Form 990 is | |
| completed by Treasurer's Office personnel and | |
| is reveiwed by independent tax advisors and | |
| by the University's Treasurer before being sent | |
| to the Audit Committee for its review. The | |
| Audit Committee has a one week period to comment | |
| on the draft and appropriate changes are made | |
| based upon those comments. The revised draft is | |
| then made available to the full Board of | |
| Trustees on a University secure website. Trustees | |
| are able to comment on the draft Form 990 for a | |
| week period prior to a regularly scheduled | |
| Board meeting. At that meeting the Board | |
| formally adopts the Form 990 as final and | |
| authorizes the University Treasurer to file the | |
| Form 990 with the IRS. An identical and | |
| simultaneous process is followed to file the | |
| Form 990, Part III, Line 4d | HIGHER EDUCATION; RESEARCH - INCLUDES THE 344688. 0. 133844. HIGHER EDUCATION; PUBLIC SERVICE - FUNDS 1752786. 0. 0. HIGHER EDUCATION; ACADEMIC SUPPORT - INCLUDES 7640268. 0. 0. HIGHER EDUCATION; LIBRARY - EXPENSES 5368267. 0. 0. HIGHER EDUCATION; STUDENT SERVICES AND 16076881. 0. 0. |
| Form 990, Part IX, Line 24f | OTHER EXPENSES (INCLUDES PRINTING) 5540762. 2566549. 2543783. 430430. RECLASS FROM M&G TO PS FOR: SYSTEMS SOFTWARE RESOUCES 0. 894783. -894783. |
| University's annual return on Form 990-T. | |
| Pt VI, Line 12c | The University's Secretary to the Board |
| distributes, explains and collects completed | |
| Conflict of Interest statements. These statements | |
| are reviewed by the Secretary. The Secretary | |
| refers any disclosed potential conflicts to the | |
| University General Counsel who advises the | |
| Secretary how to address potential or actual | |
| conflicts during Board procedings. The Secretary | |
| attends all Board meetings where actions are voted | |
| upon to ensure that individuals with potential or | |
| actual conflicts refrain from 1) participating | |
| in discussion, 2) being present during a vote or | |
| 3) voting upon the matter involving the potential | |
| or actual conflict of interest. | |
| Pt VI, Line 15 | The Executive Compensation Committee of the Board |
| of Trustees reviews appropriate analyses and | |
| studies prepared by the Human Resources Office or | |
| external sources to aid in evaluating compensation | |
| and benefits and strategies to assure they are | |
| appropriate to attract and retain qualified | |
| personnel for senior executive administrative | |
| positions. The Committee annually reviews and | |
| approves compensation and benefits for senior | |
| administrators and officers of the University. | |
| This review includes comparable market data for | |
| positions at other higher education institutions. | |
| The Committee reports to the Executive Committee | |
| the total compensation paid the University's | |
| President and Vice Presidents. The Committee | |
| reviews the recommendations of, and advises, the | |
| President as to individual contracts that are | |
| above and beyond the scope of the University's | |
| base compensation and benefits structure. | |
| Pt VI, Line 19 | The University does not make its governing |
| documents, conflict of interest policy, or | |
| financial statements available to the public. | |
| However, much of this information is available | |
| in the University's annual information return on | |
| Form 990 filed with the Internal Revenue Service. | |
| This return is available to the public both | |
| on-line at "www.guidestar.com" and at the | |
| University's Treasurer's Office. | |
| Pt XI | Unrealized losses incurred on investment |
| transactions disclosed on Schedule D, Part XI, | |
| Line 4. | |
| Pt XII, Line 2c | The Audit Committee of the University's Board of |
| Trustees is appointed by the Board to assist the | |
| Board in the discharge of its oversight | |
| responsibilities. The Audit Committee oversees | |
| the financial reporting process to ensure the | |
| balance, transparency and integrity of published | |
| financial information. The Audit Committee | |
| also reviews the independent audit process, | |
| including recommending the appointment and | |
| assessing the performance of the external auditors. | |
| Form 990 | Both the University's President and its Vice |
| Part VII | President for University Ministries are members of |
| Lines 33 & 39 | the Society of Jesus. Members of the Society of |
| Jesus take a vow of poverty. Compensation for | |
| these University officer positions is paid | |
| directly to their order which is exempt under | |
| section 501(c)(3). Under Rev. Rul. 77-290 members | |
| of a religious order providing services to a | |
| Catholic organization will be considered for tax | |
| purposes to be an agent of the order provided; 1) | |
| the religious is subject to a vow of poverty, 2) | |
| the religious is providing services for a Catholic | |
| organization listed in the Official Catholic | |
| Directory at the direction of his superior and 3) | |
| the full amount of compensation is remitted to the | |
| tax exempt order by the organization. | |
| Schedule K, | Line A, Column (f) Description of Purpose: |
| Part I | Funding of various capital projects including |
| financing the design, construction, equipment, | |
| and furnishings of a new campus center. Advance | |
| refunding of Series 2000 University bonds and a | |
| partial advance refunding of the Series 1997 bonds. | |
| Schedule K, | Line B, Column (f) Description of Purpose: |
| Part I | Financing the constuction of a new seven story |
| residence hall. | |
| Schedule K, | Line C, Column (f) Description of Purpose: |
| Part I | Refunding of Series 2006 C and Series 2006 D debt, |
| funding of certain capital expenditures and the | |
| payment of a portion of the costs of issuing the | |
| Series 2008 bonds. | |
| Schedule K, | Line D, Column (f) Description of Purpose: |
| Part I | Financing the construction of a new Loyola Science |
| Center and a multi-purpose 400-bed residence hall. |