NAZARETH UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NAZARETH UNIVERSITY (EIN 16-0743088)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201241369349300524
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:01:34-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743088 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZARETH COLLEGE OF ROCHESTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAZA | NameControl |
| Phone | 5853892525 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 East Avenue | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 146183790 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Margaret Ferber | Name |
| Title | VP for Finance & Treasurer | Title |
| Phone | 5853892021 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Daan Braveman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 East Avenue | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 146183790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 97185010 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.naz.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Nazareth College of Rochester is a coeducational, independent college that challenges students to rise to their potential with a liberal arts and sciences foundation, professional programs, experiential learning, and an innovative curriculum that addresses the current and emerging needs of the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2283 | TotalNbrEmployees |
| Total Nbr Volunteers | 217 | TotalNbrVolunteers |
| Total Gross UBI | 49180 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7681068 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7631605 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 82831912 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 85319951 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 274453 | InvestmentIncomePriorYear |
| Investment Income Current Year | -606237 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2285273 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1640347 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 93072706 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93985666 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19520660 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20354984 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38406250 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 40480565 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 55241 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 34971 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1719742 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 33095110 | OtherExpensePriorYear |
| Other Expenses Current Year | 30847260 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 91077261 | TotalExpensesPriorYear |
| Total Expenses Current Year | 91717780 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1995445 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2267886 | RevenuesLessExpensesCY |
| Total Assets BOY | 189333322 | TotalAssetsBOY |
| Total Assets EOY | 202853509 | TotalAssetsEOY |
| Total Liabilities BOY | 58734267 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58772758 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 130599055 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 144080751 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Nazareth College is to provide a learning community that educates students in the liberal arts, sciences, visual and performing arts, and professional fields, fostering commitment to a life informed by intellectual, ethical, spiritual, and aesthetic values; to develop skills necessary for the pursuit of meaningful careers; and to inspire dedication to the ideal of service to their communities. Nazareth seeks students who want to make a difference in their own world and the world around them, and encourages them to develop the understanding, commitment, and confidence to lead fully informed and actively engaged lives. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 29820516 | Expense |
| Revenue | 71694323 | Revenue |
| Description | Higher Education Instruction - Reflects expenses directly relating to the delivery of quality instructional programs at the undergraduate, graduate and continuing education levels. Programs of study are delivered through the College of Arts and Sciences, and Schools of Education, Management and Health and Human Services. (2919 Total Student FTE's) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20354984 | Expense |
| Revenue | 20354984 | Revenue |
| Description | Scholarship Programs: Scholarships and Grants - Reflects the competitive scholarships, need based aid, and Higher Education Opportunity grants awarded to students in order to make the total cost of attendence more affordable. (2919 Total Student FTE's) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12559133 | Expense |
| Revenue | 13963926 | Revenue |
| Description | Auxiliary Enterprises - Pertains to the operations of the institution that exist to furnish a service to students, faculty, or staff, and that charge a fee that is directly related to, although not necessarily equal to, the cost of the service. Auxiliary enterprises are managed as essentially self-supporting activities. Examples are residence halls, food services, and student health services. (2919 Total Student FTE's) | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17003183 | Expense |
| Revenue | 585962 | Revenue |
| Description | All other program expenses, includes Student Services, Academic Support and Arts Center. Student Services pertains to offices serving students including Registrar, Student Development, Center for Civic Engagement, Career Services and Enrollment Management. Athletic expenses are also reflected in this category. Academic support pertains to library services, Academic Advisement, the Center for International Education and the offices of the deans, among others. The Arts Center is a premier presenter of world-class dance, children's theatre, and international entertainment. The Arts Center houses the College's departments of Art, Music, and Theatre Arts. (2919 Total Student FTE's) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17003183 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 585962 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 79737816 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4650 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2283 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Margaret Cass Ferber | NamePerson |
| Telephone Number | 5853892021 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 East Avenue | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Jackie Aab | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Susan Acker | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Jack Allocco | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Walter Cooper | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| James Costanza | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Lauren Dixon | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Steve Dubnik | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Emil Duda | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Sergio Esteban | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Timothy Fournier | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Bridgette Hobart | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Ann Marie Gulian | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Brian Hickey | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Thomas Ioele | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Richard Kaplan | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Don H Kollmorgen | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Cynthia Reddeck - Lidestri | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Judy Wilmot Linehan | |||||||
| Chair of the Board | 5 | X | 0 | 0 | 0 | ||
| Elizabeth McAnarney | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Kim McCluski | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Mary Louise Mitchell SSJ | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Robert Morgan | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Stephen D Natapow | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Richard Pierpont | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Eileen Pinto | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Nancy Sands | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Patricia Schoelles SSJ | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| James P Sessler | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Anne Sevier Buckingham | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| David Vigren | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Steve Whitman | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Thomas Wilmot Sr | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Jane L Glazer | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Lori VanDusen | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Daan Braveman | |||||||
| President and Trustee | 50 | X | 362385 | 0 | 52227 | X | |
| Sara Varhus | |||||||
| Vice President for Academic Affairs | 50 | 177981 | 0 | 15377 | X | ||
| Margaret Cass Ferber | |||||||
| Vice President for Finance and Treasurer | 50 | 177722 | 0 | 18876 | X | ||
| Thomas K DaRin | |||||||
| Vice President for Enrollment Management | 50 | 139290 | 0 | 14660 | X | ||
| Kelly Gagan | |||||||
| Vice President for Institutional Advancement | 50 | 144250 | 0 | 15531 | X | ||
| Kevin Worthen | |||||||
| Vice President for Student Development | 50 | 116510 | 0 | 16560 | X | ||
| Deborah Dooley | |||||||
| Dean - College of Arts and Sciences | 50 | 111321 | 0 | 15388 | X | ||
| Jo Ellen Pinkham | |||||||
| Assoc. VP for Human Resources | 50 | 109137 | 0 | 9873 | X | ||
| Shirley Szekeres | |||||||
| Dean of Health and Human Services | 50 | 107825 | 0 | 17629 | X | ||
| Timothy Glander | |||||||
| Dean School of Education | 50 | 107271 | 0 | 18386 | X | ||
| Trina Marquez | |||||||
| Assoc. VP Technology & Campus Operations | 50 | 105702 | 0 | 15835 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1659394 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 210342 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Chartwells Dining Services | |||||
| 91337 Collections Dr | Chicago | IL | 60693 | Food Service- Includes the price of food as it is not separately invoiced | 4018097 |
| Sodexho Inc | |||||
| 220 Washington Ave Ext | Albany | NY | 12203 | Facilities Management | 2950958 |
| Burt Hill | |||||
| 650 Smithfield Street | Pittsburgh | PA | 15222 | Architects | 1293729 |
| Wilmorite Inc | |||||
| 1265 Scottsville Rd | Rochester | NY | 14624 | Construction Managers | 1041883 |
| Zehno | |||||
| 757 St Charles Ave | New Orleans | LA | 70130 | Marketing Communications for the College | 510798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 8152 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2432803 | GovernmentGrants |
| All Other Contributions | 5190650 | AllOtherContributions |
| Noncash Contributions | 3292792 | NoncashContributions |
| Total Contributions | 7631605 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | 71694323 | 71694323 | 0 | $0 |
| Room & Board | 611310 | 13039966 | 0 | 0 | $13,039,966 |
| Public Services | 611310 | 585662 | 557680 | 27982 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 85319951 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1006231 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,006,231 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 101500 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 101500 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $101,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1563838 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3301746 | Securities |
| Other | -125440 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1737908 | Securities |
| Other | 125440 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1612468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$1,612,468 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34285 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 8152 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23038 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11247 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,247 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Child Care Center, Helath Center Fee and Student Parking | 611710 | 531399 | 0 | 0 | $531,399 |
| Commissions | 900099 | 207113 | 0 | 0 | $207,113 |
| Overhead Reimbursement | 900099 | 36379 | 0 | 0 | $36,379 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 752709 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21198 | UnrelatedBusinessRevenue |
| Exclusion | $731,511 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1527600 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93985666 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72252003 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 49180 | UnrelatedBusinessRevenue |
| Exclusion | $14,052,878 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19988892 | Total |
| Program Services | 19988892 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366092 | Total |
| Program Services | 366092 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223583 | Total |
| Program Services | 491314 | ProgramServices |
| Management And General | 527631 | ManagementAndGeneral |
| Fundraising | 204638 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30488643 | Total |
| Program Services | 26320176 | ProgramServices |
| Management And General | 3542494 | ManagementAndGeneral |
| Fundraising | 625973 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2100097 | Total |
| Program Services | 1825471 | ProgramServices |
| Management And General | 234231 | ManagementAndGeneral |
| Fundraising | 40395 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4345912 | Total |
| Program Services | 3689697 | ProgramServices |
| Management And General | 548590 | ManagementAndGeneral |
| Fundraising | 107625 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2322330 | Total |
| Program Services | 1967613 | ProgramServices |
| Management And General | 295151 | ManagementAndGeneral |
| Fundraising | 59566 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149726 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 149726 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92640 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 92640 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78875 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 78875 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34971 | Total |
| Fundraising | 34971 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179658 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 179658 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739372 | Total |
| Program Services | 600436 | ProgramServices |
| Management And General | 138936 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026735 | Total |
| Program Services | 554895 | ProgramServices |
| Management And General | 471840 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4022211 | Total |
| Program Services | 3231172 | ProgramServices |
| Management And General | 693369 | ManagementAndGeneral |
| Fundraising | 97670 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254495 | Total |
| Program Services | 190632 | ProgramServices |
| Management And General | 1063863 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4920870 | Total |
| Program Services | 4477992 | ProgramServices |
| Management And General | 376447 | ManagementAndGeneral |
| Fundraising | 66431 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 748785 | Total |
| Program Services | 645218 | ProgramServices |
| Management And General | 81697 | ManagementAndGeneral |
| Fundraising | 21870 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260103 | Total |
| Program Services | 184587 | ProgramServices |
| Management And General | 65448 | ManagementAndGeneral |
| Fundraising | 10068 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567762 | Total |
| Program Services | 1426663 | ProgramServices |
| Management And General | 119934 | ManagementAndGeneral |
| Fundraising | 21165 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6612606 | Total |
| Program Services | 6017472 | ProgramServices |
| Management And General | 505864 | ManagementAndGeneral |
| Fundraising | 89270 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573247 | Total |
| Program Services | 546759 | ProgramServices |
| Management And General | 22515 | ManagementAndGeneral |
| Fundraising | 3973 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Other Operating Expenses | 3586300 | 2799283 | 518482 | 268535 |
| Food Service | 3694166 | 3481925 | 163013 | 49228 |
| Academic Course Waivers | 484294 | 454407 | 29887 | 0 |
| Catalogs/Brochures and Surveys | 375444 | 352370 | 23074 | 0 |
| Dues and Membership | 248655 | 124750 | 105541 | 18364 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231316 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 231316 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91717780 | Total |
| Program Services | 79737816 | ProgramServices |
| Management And General | 10260222 | ManagementAndGeneral |
| Fundraising | 1719742 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19060414 | BOY |
| EOY | 21221213 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5231975 | BOY |
| EOY | 4605695 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3220871 | BOY |
| EOY | 2716540 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1962071 | BOY |
| EOY | 1847797 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437158 | BOY |
| EOY | 504376 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182843178 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70255063 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108572995 | BOY |
| EOY | 112588115 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28302200 | BOY |
| EOY | 34869326 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20421915 | BOY |
| EOY | 21683096 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2123723 | BOY |
| EOY | 2817351 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189333322 | BOY |
| EOY | 202853509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8131892 | BOY |
| EOY | 9685039 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2091823 | BOY |
| EOY | 1607766 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29527320 | BOY |
| EOY | 28411761 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5930454 | BOY |
| EOY | 5925000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13052778 | BOY |
| EOY | 13143192 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58734267 | BOY |
| EOY | 58772758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112164630 | BOY |
| EOY | 118340472 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5147736 | BOY |
| EOY | 12050941 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13286689 | BOY |
| EOY | 13689338 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130599055 | BOY |
| EOY | 144080751 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189333322 | BOY |
| EOY | 202853509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2267886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11213810 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $3,353 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $498 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 3851 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The College is a member of a regional chamber of commerce whereas 10% of their activities engage in state and federal lobbying. In addition, the President as well as an additional staff member averaged 30 hours in fiscal year 2011 engaged in lobbying activities for the College. These activitites included phone conversations and meetings with legislators and other government officials, seeking federal and state aid for Nazareth College initiatives. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48786820 | BeginningOfYearBalance |
| Contributions | 696942 | Contributions |
| Investment Earnings Or Losses | 10285855 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2883949 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 56885668 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45613341 | BeginningOfYearBalance |
| Contributions | 437160 | Contributions |
| Investment Earnings Or Losses | 5483328 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2534271 | OtherExpenditures |
| Administrative Expenses | 212738 | AdministrativeExpenses |
| End Of Year Balance | 48786820 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60534230 | BeginningOfYearBalance |
| Contributions | 715509 | Contributions |
| Investment Earnings Or Losses | -12623894 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2982817 | OtherExpenditures |
| Administrative Expenses | 29687 | AdministrativeExpenses |
| End Of Year Balance | 45613341 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8232974 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 8232974 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 68079918 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 27400800 | Depreciation |
| Book Value | 40679118 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 34675042 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 21474735 | Depreciation |
| Book Value | 13200307 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 71855244 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 21379528 | Depreciation |
| Book Value | 50475716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 112588115 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge Funds | 16168434 | F |
| Real Estate Assets | 5514662 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21683096 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Trustee Asset Accounts, Misc Accounts Receivable | Description |
| Book Value | 2817351 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2817351 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Post Retirement Benefit Obligation | $10,038,142 |
| Asset Retirement Obligation | $1,707,114 |
| Governement Loan Program Refundable Advancement | $1,397,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13143192 | TotalOfAmounts |
| Total Revenue | 93985666 | TotalRevenue |
| Total Expenses | 91717780 | TotalExpenses |
| Excess Or Deficit For Year | 2267886 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 0 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $11,213,810 | OtherAmount |
| Total Adjustments | 11213810 | TotalAdjustments |
| Excess Or Deficit Per FS | 13481696 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 84559817 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11211195 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -20354984 | OtherRevenues |
| Revenue Not Rptd F990 | -9143789 | RevenueNotRptdF990 |
| Revenue Subtotal | 93703606 | RevenueSubtotal |
| Investment Expenses Not Included | 179658 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 102402 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 282060 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 93985666 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 71078121 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -105017 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -105017 | ExpensesNotRptdF990 |
| Expenses Subtotal | 71183138 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 179658 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20354984 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20534642 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 91717780 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The spending from assets held for endowment and similar purposes are used to support the College's operating budget, academic programs, and provide scholarships to students. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Internal Revenue Service has determined and informed the College by a letter dated June 8, 1973 that the College is generally exempt from tax on related income, under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). Management does not believe that any circumstances arising after the date of the Internal Revenue Service determination letter will affect the tax exempt status of the College. The College recognizes the effect of income tax provisions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | This amount represents unrealized gains on long-term investments and the change in value of charitable annuities. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | This amount represents the amount of scholarships and grants awarded to Nazareth students. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | This amount represents gain on disposal of $125,440 and direct fundraising expenses of $23,038. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | This amount represents gain on disposal of $125,440, direct fundraising of $23,038 and change in charitable annuities of -$2,615. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Scholarships and grants of $20,354,984. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | A "Notice of Non-Discriminatory Policy as to Students" was published in the daily newspaper published in the city of Rochester on September 21, 2010. This notice described the College's non-discriminatory policy and stated that any questions regarding the application of the policy should be directed to the Human Resources department at the College. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College receives funding from the US Department of Education for the Federal Supplemental Educational Opportunity Grant, Federal Work Study, Federal Pell Grant Program, Academic Competitive Grants, SMART Grants, and TEACH Grants. New York State funds various programs such as: Higher Educational Opportunity Program, Teachers Opportunity Corp., Eisenhower Grant, NYS TAP, NYS Excellence, and NYS Lottery and State appropriations in the form of Bundy Aid and High Needs Nursing Aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 19180 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 96540 |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 113850 |
| Middle East and North Africa | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 9750 |
| Russia and the newly independent States | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 72162 |
| South America | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 9590 |
| South Asia | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 15200 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | Awarded financial aid to international students. | 29820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 366092 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| FInancial Aid | Central America and the Caribbean | 1 | 19180 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | Middle East and North Africa | 1 | 9750 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | Europe (including Iceland and Greenland) | 10 | 113850 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | East Asia and the Pacific | 7 | 96540 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | Russia and the newly independent States | 3 | 72162 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | South America | 1 | 9590 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | South Asia | 1 | 15200 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Financial Aid | Sub-Saharan Africa | 2 | 29820 | The amount of the award is deducted from the students tuition bill. | 0 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The international students receiving scholarships are coded in the College's software system. A report listing each of these students was printed from the College's software system. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Solstice Group | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Brindley St Ste 7 | AddressLine1 |
| City | Ithaca | City |
| State | NY | State |
| ZIP Code | 14850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Counsel | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 34971 | AmountRetainedByContractor |
| Net To Organization | -34971 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 34971 | TotalRetainedByContractors |
| Total Net To Organization | -34971 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Athletics Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 23351 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3329 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20022 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 10046 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 238 | OtherDirectExpensesEvent1 |
| Name Of Event2 | School of Management Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 13301 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4239 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9062 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 250 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 836 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6312 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 1218 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 5785 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 584 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 5201 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 85 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 3175 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 878 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 42437 | GrossReceiptsTotal |
| Charitable Contributions Total | 8152 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34285 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 335 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 836 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19533 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2334 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23038 | DirectExpenseSummaryEvents |
| Net Income Summary | 11247 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Competitive Scholarships | 1910 | 16325758 |
| Grants in Aid | 907 | 2645085 |
| Higher Education Opportunity Program | 53 | 1018049 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | All College scholarships and grants awarded through the financial aid process are recorded as credits on the students' bill. These awards help to offset the cost of tuition, fees, and room and board for the students. The scholarship and grants are tracked in the College's software system. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daan Braveman | |||||||||||||
| 274019 | 0 | 0 | 0 | 88366 | 0 | 45746 | 0 | 6481 | 0 | 414612 | 0 | 410642 | 0 |
| Margaret Cass Ferber | |||||||||||||
| 176762 | 0 | 0 | 0 | 960 | 0 | 17603 | 0 | 1273 | 0 | 196598 | 0 | 197991 | 0 |
| Sara Varhus | |||||||||||||
| 177021 | 0 | 0 | 0 | 960 | 0 | 14104 | 0 | 1273 | 0 | 193358 | 0 | 195322 | 0 |
| Kelly Gagan | |||||||||||||
| 143290 | 0 | 0 | 0 | 960 | 0 | 14261 | 0 | 1270 | 0 | 159781 | 0 | 158405 | 0 |
| Thomas K DaRin | |||||||||||||
| 134535 | 0 | 0 | 0 | 4755 | 0 | 13410 | 0 | 1250 | 0 | 153950 | 0 | 185344 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | In compliance with Board policy requiring justification for business purpose of expenditures, the College President was provided with travel for his wife in the amount of $1,210. The President also received a housing allowance in the amount of $55,008 and gross-up payments in the amount of $1,284 related to the statutory benefit obligations (FICA and Medicare) of his 457B contribution. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The Compensation Sub-Committee, a sub-committee of the Executive Committee of the Board of Trustees, meets annually to review the President's performance as compared to the goals set forth for him from the previous fiscal year. As needed, the Sub-Committee engages an independent consultant to provide competitive market data from comparable institutions and to recommend changes to the President's base salary level and/or benefits offerings. The Compensation Sub-Committee's recommendations are submitted to the Executive Committee for review and endorsement. Once approved by the Executive Committee, the recommendations are considered and voted on by the full Board of Trustees in executive session. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| County of Monroe Industrial Development Agency | |||||||
| 161005429 | 610752EK9 | 2008-01-30 | 9030000 | To finance construction of a building and site improvements | 0 | 0 | 0 |
| County of Monroe Industrial Development Agency | |||||||
| 161005429 | 610752CR6 | 2004-09-24 | 8355000 | Refinance of Series 1995 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 615000 | 0 | 9030000 | 0 | 0 | 0 | 335820 | 0 | 0 | 8567632 | 126548 | 0 | 2009 | 0 | 0 | 1 | 1 |
| 3210000 | 0 | 8355000 | 0 | 0 | 0 | 565130 | 0 | 0 | 0 | 0 | 0 | 2005 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| JP Morgan Chase Bank NA | ||||||||
| 0 | 1 | 1 | 30 | 0 | 0 | 0 | 0 | 1 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | |||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P03_S00_L03c | Identifier |
| Return Reference | Schedule K, Part III, Line 3c | ReturnReference |
| Explanation | In reference to this specific financed property, no agreements exist that would warrant the need to engage counsel. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Emil Duda | |||
| Trustee/CFO of Excellus Blue Cross Blue Shield | 2887558 | Following a competitive bid process, Excellus was selected as the health insurance carrier for Nazareth College faculty and staff for fiscal year 2011 | 0 |
| Brian Hickey | |||
| Trustee/Executive Vice President of M&T Bank | 2234603 | Mr. Hickey is Executive Vice President of M&T Bank. The College uses M&T Bank for both investment and operating account purposes. M&T Investment Group acts as trustee for the College's bond issues. M&T Securities Inc., is co-manager for the College's bonds issued in August 2011. | 0 |
| Thomas Wilmot | |||
| Trustee/Chairman of Wilmorite | 805066 | Following a competitive bid process, Wilmorite was selected to provide Nazareth College with constuction management services for certain construction projects during fiscal year 2011. | 0 |
| Lauren Dixon | |||
| Trustee/CEO of Dixon Schwabl | 105677 | Mrs Dixon is CEO of Dixon Schwabl. The College uses Dixon Schwabl for advertising of the Arts Center and the annual Dance Festival. The fees paid to Dixon-Schwabl include the costs of media placement and related commissions. | 0 |
| Judy Wilmot Linehan | |||
| Chair of the Board | 0 | Family and business relationship with Thomas Wilmot, another Trustee who is chairman of Wilmorite, Inc. Following a competitive bid process, Wilmorite was selected to provide Nazareth College with construction management services for certain construction projects, during fiscal year 2011. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 185132 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Pledges | Description |
| Number Of Contributions | 43 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3107660 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 1 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L30b | Schedule M, Part I, Line 30b | In the fall of 2010 Nazareth College equestrian team received a horse donation from a Nazareth community member valued at $4,500. The College also received swimming and diving equipment from a community member valued at $1,213. |
| SchM_P01_S00_L32b | Schedule M, Part I, Line 32b | The Solstice Group was retained by Nazareth College starting in 2006 to do the preliminary study for the college's comprehensive fundraising campaign. When the campaign started in 2007, they continued as the counsel for the campaign, lending direction, support, training etc. for the president, volunteers, and campaign & development staff. The College has an annual contract with them, and pays accordingly for services used. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The Executive Committee composition consists of the Chair and Vice Chair of the Board of Trustees, the President of the College, and no fewer than two and no more than four Trustees elected by the Board of Trustees. The Executive Committee shall serve for a term of one year and until their successors are elected and qualified. All Committee members are on the governing board. Scope of Authority - The Committee shall have the power to act when the Board is not in session, and may exercise all the powers of the Board in all matters which in the judgment of the Executive Committee should not be delayed until the next meeting of the Board. The Executive Committee shall make a formal report of its actions, if any, to the Board at its next regular meeting. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Judy Wilmot Linehan and Thomas Wilmot have a family and business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Audit Committee, a sub-committee of the governing body, reviewed the 2010 Form 990 in detail prior to its filing. The minutes of the Audit Committee meeting summarized this review, and were distributed to all trustees. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The College annually distributes the conflict of interest policy to the trustees, officers, the assistant secretary to the Board and the Secretary to the College. The information received is compiled, analyzed, maintained and monitored by the College's general counsel. All results are forwarded to the College's President, Vice President for Finance and Treasurer, and the Assistant Secretary to the Board. |
| F990_P06_S0B_L13 | Form 990, Part VI, Section B, Line 13 | As of the end of the fiscal year, the College did not have a written whistle-blower policy; however as of the date of this filing, the finance staff has completed a final draft which has been endorsed by the Audit Committee and is pending approval by the Executive Committee. |
| F990_P06_S0B_L14 | Form 990, Part VI, Section B, Line 14 | The College currently does not have a written document retention and destruction policy; however the finance staff is currently in the process of developing such a policy for the College. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Compensation Sub-Committee, a sub-committee of the Executive Committee of the Board of Trustees, meets annually to review the President's performance as compared to the goals set forth for him from the previous fiscal year. As needed, the Sub-Committee engages an independent consultant to provide competitive market data from comparable institutions and to recommend changes to the President's base salary level and/or benefits offerings. The Compensation Sub-Committee's recommendations are submitted to the Executive Committee for review and endorsement. Once approved by the Executive Committee, the recommendations are considered and voted on by the full Board of Trustees in executive session. Compensation levels for the Vice Presidents of the College are determined annually by the President, with review and endorsement from the Executive Committee of the Board. Inputs include performance to annual goals, an overall assessment of significant contributions to and leadership of the College, as well as competitiveness of pay relative to comparable institutions. On a periodic basis (e.g., once every three to five years), an independent consultant is engaged to review salary levels for each Vice President, to provide competitive market information, and to recommend adjustments for consideration by the President and the Executive Committee. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The College makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | This amount represents unrealized gains on long-term investments and the change in value of charitable annuities. |