2026-03-18T09:48:48+00:00 2025-05-31 990 2024-06-01 240795495 University of Scranton UNIV 5709417411 800 Linden Street Scranton PA 18510 STEPHEN C HIETSCH SENIOR VP (SVP) FOR FINANCE AND ADM 5709417413 2026-03-18 true 2024 2025-03-06 01:10:19Z JOSEPH G MARINA SJ 800 Linden Street Scranton PA 18510 416474492 false X WWW.SCRANTON.EDU X 1888 PA THE UNIVERSITY OF SCRANTON IS A CATHOLIC AND JESUIT UNIVERSITY DEDICATED TO EDUCATION. 31 29 2648 470 1908082 19757295 26881228 245240288 250697791 9401581 12001147 4521284 4494821 278920448 294074987 105734062 110706400 0 111642324 118406144 0 0 3390933 65439689 68631529 282816075 297744073 -3895627 -3669086 647725637 682122876 169806585 185369996 477919052 496752880 X 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 GROWTH IN WISDOM AND INTEGRITY OF ALL WHO SHARE ITS LIFE. IT OFFERS DEGREE PROGRAMS AT THE UNDERGRADUATE, GRADUATE, PRE-PROFESSIONAL, AND PROFESSIONAL LEVELS. false false 181426236 110556400 211680263 HIGHER EDUCATION; STUDENT FINANCIAL AID TOTAL INSTITUTIONAL FINANCIAL AID AWARDS PROCESSED AND DISBURSED BY THE FINANCIAL AID OFFICE AMOUNTED TO $110,556,400 TO RECIPIENTS. ADDITIONALLY, THE FINANCIAL AID OFFICE PROCESSED $50,067,508 OF FINANCIAL AID IN THE FORM OF LOANS TO STUDENTS. DURING THE 2024-2025 ACADEMIC YEAR 3,606 UNDUPLICATED RECIPIENTS RECEIVED SOME FORM OF FINANCIAL AID. LOANS PROVIDED TO STUDENTS AND THEIR PARENTS INCLUDE FEDERAL STAFFORD, PLUS, AND ALTERNATIVE LOANS. HIGHER EDUCATION; INSTRUCTION PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO 3,613 UNDERGRADUATE AND 1,111 GRADUATE STUDENTS. THERE ARE 70 UNDERGRADUATE MAJOR PROGRAMS, 34 GRADUATE (MASTERS) LEVEL PROGRAMS, FOUR DOCTORAL PROGRAMS, AND OVER 100 CONTINUING AND PROFESSIONAL EDUCATION PROGRAMS TAUGHT AT THE UNIVERSITY. 36620015 39017528 HIGHER EDUCATION; AUXILIARY SERVICES: PROVIDES DORMITORY AND FOOD SERVICES TO APPROXIMATELY 2,163 RESIDENT STUDENTS AND FOOD SERVICES TO COMMUTER STUDENTS, FACULTY, STAFF AND ADMINISTRATION. 22588045 HIGHER EDUCATION; STUDENT SERVICES AND ACTIVITIES: EXPENDITURES OR ACTIVITIES WHOSE PURPOSE IS TO CONTRIBUTE TO STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND DEVELOPMENT OUTSIDE THE CLASSROOM. 9024180 852764 HIGHER EDUCATION; ACADEMIC SUPPORT: INCLUDES EXPENSES APPLICABLE TO AN INTEGRAL PART OF THE UNIVERSITY'S PRIMARY MISSION OF INSTRUCTION, RESEARCH, OR PUBLIC SERVICE THAT ARE NOT CHARGED DIRECTLY TO THESE PROGRAMS. 7171432 HIGHER EDUCATION; LIBRARY: EXPENSES INCURRED IN OPERATING AN 80,000 SQ. FT. UNIVERSITY LIBRARY. THE LIBRARY CONTAINS OVER 633,035 VOLUMES, 203,507 FULL-TEXT ONLINE BOOKS, AND A MEDIA COLLECTION HOLDING 22,544 NON-PRINT ITEMS AND 9,085 STREAMING MEDIA PROGRAMS FOR STUDENT AND GENERAL PUBLIC STUDY AND RESEARCH. 2472633 HIGHER EDUCATION, PUBLIC SERVICE: FUNDS EXPENDED FOR ACTIVITIES ESTABLISHED PRIMARILY TO PROVIDE NON-INSTITUTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY. THESE EXPENSES DO NOT INCLUDE OVER 175,000 COMMUNITY SERVICE HOURS PROVIDED BY UNIVERSITY STUDENTS. 1915299 1767933 HIGHER EDUCATION, RESEARCH: INCLUDES THE COST ASSOCIATED WITH GRANTS/AWARDS TO PRODUCE RESEARCH EITHER FUNDED INTERNALLY OR COMMISSIONED BY AN AGENCY EXTERNAL TO THE UNIVERSITY. 20583544 2620697 261217840 true true false true false false false true false true true true false false true true true false true true true false false false true false false true true true true false false false false false false false false false false true false false false false false false false false false true 6476 0 2648 true true true false false false false true true false false false false false false X 31 29 true false false false false false false true true false false false true true true true true true true true true false CO AK MA NH PA WA X ADRIAN J MIHALKO CPA 5709414897 800 LINDEN STREET SCRANTON PA 18510 Jacquelyn Dionne RN Board Co-Vice Chair 2.0 X X 0 0 0 Joseph G Marina SJ Board President 45.0 X X 19918 0 21211 Kevin J O'Brien Esq Board Co-Vice Chair 2.0 X X 0 0 0 Vincent F Reilly Esq Board Chair 2.0 X X 0 0 0 Adam Z Rosinski SJ Trustee 1.0 X 0 0 0 Angelo Joseph Rizzo SJ Trustee 1.0 X 0 0 0 Anthony J Yanni MD Trustee 1.0 X 0 0 0 Brian R Archer Trustee 1.0 X 0 0 0 Charles E Carey Esq Trustee 1.0 X 0 0 0 Col James F Cummings MD Trustee 1.0 X 0 0 0 Crystal E Newby EdD Trustee 1.0 X 0 0 0 Dennis M Baker SJ Trustee 1.0 X 0 0 0 James J Harrington Esq Trustee 1.0 X 0 0 0 John Boken Trustee 1.0 X 0 0 0 John P Sweeney Trustee 1.0 X 0 0 0 John R Mariotti DMD Trustee 1.0 X 0 0 0 Joseph L Sorbera Jr Trustee 1.0 X 0 0 0 Joseph S Collins III Trustee 1.0 X 0 0 0 Kathleen Sprows Cummings PhD Trustee 1.0 X 0 0 0 Lisa A DeNaples DMD Trustee 1.0 X 0 0 0 Mary K Collins CPA Trustee 1.0 X 0 0 0 Matthew Cooper Trustee 1.0 X 0 0 0 Nicole E Young Trustee 1.0 X 0 0 0 Patrick J Haveron CPA Trustee 1.0 X 0 0 0 Rachel Mackin Browning Trustee 1.0 X 0 0 0 Richard Malloy SJ Trustee 1.0 X 0 0 0 Stephen E Sandherr Esq Trustee 1.0 X 0 0 0 Theresa A Pattara Trustee 1.0 X 0 0 0 Thomas Neitzke SJ Trustee 1.0 X 0 0 0 William A Canny Jr Trustee 1.0 X 0 0 0 William J Maczkiewicz SJ Trustee 1.0 X 0 0 0 Daniel B Cosacchi VP for Mission & Ministry 45.0 X 132230 0 48588 David E Marx PhD Acting Provost (until 10/24) 45.0 X 186442 0 33630 Edward J Steinmetz CPA Senior VP for Finance/Treasurer (until 06/24) 45.0 X 430137 0 60116 Gerald C Zaboski Senior VP for the Office of the President 45.0 X 255352 0 53380 Lauren S Rivera Vice President for Student Life 45.0 X 214504 0 56280 Michelle Maldonado PhD Provost and Senior VP for Academic Affairs (until 07/24) 45.0 X 348058 0 129292 Patricia L Tetreault VP for Human Resources 45.0 X 199258 0 102185 Robert B Farrell Esq General Counsel 45.0 X 285115 0 22906 Robert W Davis Jr EdD VP for University Advancement 45.0 X 265839 0 86663 Shannon Zottola VP Enrollment Management 45.0 X 245121 0 87105 Timothy P Doyle Senior VP for Finance/Treasurer (until 05/25) 45.0 X 179222 0 19205 Tracy M Stewart PhD Provost and Senior VP for Academic Affairs 45.0 X 46385 0 53 Carolyn M Barry PhD Dean, CAS 45.0 X 92559 0 16491 David J Dzurec PhD Interim Dean, CAS (until 7/24) 45.0 X 208120 0 53724 Mark Higgins PhD Dean, KSOM 45.0 X 263459 0 54476 Victoria Castellanos PhD Dean, PCPS 45.0 X 212604 0 64711 Douglas M Boyle DBA CPA CMA Professor 40.0 X 478869 0 64260 Iordanis Petsas PhD Professor 40.0 X 228999 0 51955 James F Boyle DBA CPA Associate Professor 40.0 X 353555 0 72298 Nabil A Tamimi PhD Professor 40.0 X 261888 0 29592 Steven Szydlowski PhD Professor 40.0 X 236527 0 110422 5144161 0 1238543 206 false true false THE QUANDEL GROUP INC 2601 MARKET PLACE STE 200 HARRISBURG PA 171109363 GENERAL CONTRACTOR 22923284 ARAMARK C/O UNIVERSITY OF SCRANTON SCRANTON PA 18510 FOOD SERVICE PROVIDER 11909046 COLLEGIS LLC 1415 W 22ND ST STE 220 OAK BROOK IL 605238419 ONLINE EDUCATION PROVIDER 1302685 SCRANTON ELECTRIC HEATING & COOLING SERVICES INC 800 SANDERSON STREET THROOP PA 185121406 CONSTRUCTION CONTRACTOR 1166109 GOOGLE INC DEPT 33654 PO BOX 39000 SAN FRANCISCO CA 94139 ADVERTISING SERVICES 1080641 43 17847325 9033903 434293 26881228 TUITION AND FEES 611310 211680263 211680263 AUXILIARY ENTERPRISES 721310 39017528 39017528 0 0 0 0 250697791 5845037 -13986 5859023 17520 5279 12241 0 12241 12241 128053763 0 121889263 8390 6164500 -8390 6156110 6156110 197134 1463207 496573 -299439 -299439 EDUCATIONAL SUPPORT SERVICES 611710 2620697 2620697 EARLY LEARNING CENTER 624410 1790669 1551415 239254 CONFERENCES AND SUMMER CAMPS 721214 370653 370653 0 0 0 0 4782019 294074987 253318488 1908082 11967189 150000 150000 110556400 110556400 5452888 2755363 2301042 396483 74736841 66777874 6769786 1189181 5210549 4509530 605368 95651 27877482 20035990 7591553 249939 5128384 4366215 660824 101345 539641 539641 242298 242298 72000 72000 1832494 1832494 6040281 2668296 3131332 240653 1542894 111234 1431660 3411451 3049618 279248 82585 2257760 1617219 578603 61938 5208132 4988616 219516 1174990 1093724 53889 27377 1415149 1181473 210203 23473 5142129 5068574 73555 12811993 11276103 1484598 51292 1831719 1389578 432090 10051 DIRECT FOOD COSTS 9244474 9244474 REPAIRS AND MAINTENANCE 5933013 2759357 3130554 43102 BOOKS AND PUBLICATIONS 4727377 3384991 1220432 121954 OTHER FOOD SERVICE EXP. 2639023 1743619 311949 583455 2564711 2489592 34665 40454 297744073 261217840 33135300 3390933 10753263 19990755 9020073 6730641 6494807 6486680 0 0 0 0 632048 437352 5782804 6256773 558469811 277960620 259382186 280509191 184839013 170089145 167684580 187714129 0 3136863 3908210 647725637 682122876 25033067 31967035 8346150 7189137 124425000 133995000 0 0 12002368 12218824 169806585 185369996 X 263289082 263189694 214629970 233563186 477919052 496752880 647725637 682122876 X -3669086 22397178 105736 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 72000 72000 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY CONTRACTED WITH A CONSULTING FIRM TO REPRESENT ITS INTERESTS IN LEGISLATIVE AND OTHER GOVERNMENTAL MATTERS AT BOTH THE STATE AND FEDERAL LEVELS. 0 449725 X X X X USED REGULARLY FOR TEACHING false 295741093 4008660 31968141 5771774 5994000 1832494 318119626 265856872 3117388 39663400 4979370 6256758 1660439 295741093 262758613 12085807 2734337 5065890 4994512 1661483 265856872 275733702 4537824 -7407766 4487046 4047702 1570399 262758613 208589164 11173653 64985579 4181004 3474757 1358933 275733702 0.348 0.318 0.334 true false 24611189 24611189 407920731 208580807 199339924 54796216 48149080 6647136 71141675 21230733 49910942 280509191 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS ALTERNATIVE INVESTMENTS ALTERNATIVE INVESTMENTS 187714129 F 187714129 Federal Income Taxes SPLIT INTEREST AGREEMENTS PREMIUMS ON UNIVERSITY BONDS CAPITAL LEASE OBLIGATIONS SPLIT INTEREST AGREEMENTS PREMIUMS ON UNIVERSITY BONDS CAPITAL LEASE OBLIGATIONS SPLIT INTEREST AGREEMENTS 1526337 PREMIUMS ON UNIVERSITY BONDS 6493912 CAPITAL LEASE OBLIGATIONS 4198575 12218824 X 203527358 22397178 -111655990 -89258812 292786170 1288817 1288817 294074987 184693530 0 0 184693530 113050543 113050543 297744073 Schedule D, Part III, Line 4 Collections of art - description of collections 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 CONTAIN HISTORICAL COLLECTIONS AND A RARE BOOK COLLECTION THAT RANGES FROM MEDIEVAL MANUSCRIPTS AND EARLY PRINTED BOOKS THROUGH 20TH CENTURY FIRST EDITION 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. Schedule D, Part V, Line 4 Intended uses of endowment funds THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS TO STUDENTS AND TO OFFSET FACULTY SALARIES AND OTHER OPERATING EXPENSES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote TAX POSITIONS ARE RECOGNIZED OR REVERSED 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE - 455320 TUITION AND FEE REVENUE OFFSET BY INSTITUTIONALLY FUNDED STUDENT AID - -XXX-XX-XXXX CHANGE IN VALUE OF SPLIT-INTEREST LIABILITY - 105736 INVESTMENT MANAGEMENT FEES - -1832494 EARLY LEARNING CENTER NET PROFIT - 171848 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements EARLY LEARNING CENTER GROSS REVENUE - 1790669 RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE - -5279 FUNDRAISING EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME - -496573 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE - -5279 FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME - -496573 RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE - -455320 TUITION AND FEE REVENUE OFFSET BY INSTITUTIONALLY FUNDED STUDENT AID - XXX-XX-XXXX INVESTMENT MANAGEMENT FEES - 1832494 EARLY LEARNING CENTER EXPENSES - 1618821 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY'S NOTICE OF NON-DISCRIMINATION IS WIDELY POSTED ON UNIVERSITY WEB PAGES, AT VARIOUS LOCATIONS ON CAMPUS, AND CONTAINED IN ELECTRONIC AND PRINTED PUBLICATIONS FOR GENERAL DISTRIBUTION, APPLICABLE BULLETINS, ANNOUNCEMENTS, PUBLICATIONS, CATALOGS, APPLICATION FORMS, AND RECRUITMENT MATERIALS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY RECEIVES OPERATING FUNDS DESIGNATED BY BOTH FEDERAL AND STATE GOVERNMENT FUNDING AGENCIES FOR SPECIFIC OPERATING PURPOSES. THE UNIVERSITY ALSO RECEIVES FINANCIAL AID FUNDS FOR ITS STUDENTS FROM BOTH FEDERAL AND STATE FUNDING AGENCIES AND ACTS AS THE CUSTODIAN AND DISBURSING AGENT FOR THESE FUNDS. Central America and the Caribbean 0 0 Grantmaking 2000 East Asia and the Pacific 0 0 Program Services STUDENT STUDY ABROAD 43319 Europe (Including Iceland and Greenland) 0 0 Program Services STUDENT TRAVEL COURSES; STUDENT STUDY ABROAD 247909 Middle East and North Africa 0 1 Program Services STUDENT RECRUITMENT EXPENSES 12200 North America (Canada & Mexico only) 0 1 Program Services STUDENT RECRUITMENT EXPENSES; SPORTS TEAM TRAVEL 7780 South Asia 0 6 Program Services STUDENT RECRUITMENT EXPENSES 116833 Sub-Saharan Africa 0 0 Program Services STUDENT TRAVEL COURSE 15860 0 8 0 0 0 8 445901 0 445901 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part V THE UNIVERSITY DID NOT MEET THE THRESHOLD FILING REQUIREMENTS FOR FORMS 5471, 8621, and 8865. DINNER 1367199 1326276 40923 17187 188608 36690 96136 GOLF TOURNEY 293142 136931 156211 23500 70560 51780 1625 10487 0 1660341 1463207 197134 23500 87747 240388 38315 106623 496573 -299439 true CITY OF SCRANTON CITY HALL 340 NORTH WASHINGTON AVE SCRANTON PA 18503 246000704 115 150000 0 N/A N/A GENERAL SUPPORT 1 0 UNIVERSITY FUNDED GRANTS/ASSISTANCE 3606 110556400 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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 AWARDS MERIT SCHOLARSHIPS TO STUDENTS WHO QUALIFY BASED UPON DONOR STIPULATIONS AND AWARD FEDERAL, STATE, AND PRIVATE NEED-BASED AWARDS BASED ON FEDERAL OR OTHER GUIDELINES. STUDENTS RECEIVING AWARDS PROVIDE INFORMATION AND PARTICIPATE IN INTERVIEWS TO ENSURE THAT GUIDELINES AND RESIDENCY RULES AND REGULATIONS ARE MET. X X X true true X X X X true false false false false false false false false Edward J Steinmetz CPA Senior VP for Finance/Treasurer (until 06/24) 430137 0 0 0 0 0 27600 0 32516 0 490253 0 0 0 Michelle Maldonado PhD Provost and Senior VP for Academic Affairs (until 07/24) 221289 0 0 0 126769 0 28396 0 100896 0 477350 0 0 0 Robert B Farrell Esq General Counsel 285115 0 0 0 0 0 22197 0 709 0 308021 0 0 0 Robert W Davis Jr EdD VP for University Advancement 265839 0 0 0 0 0 21398 0 65265 0 352502 0 0 0 Gerald C Zaboski Senior VP for the Office of the President 255352 0 0 0 0 0 20451 0 32929 0 308732 0 0 0 Shannon Zottola VP Enrollment Management 245121 0 0 0 0 0 19027 0 68078 0 332226 0 0 0 Lauren S Rivera Vice President for Student Life 214504 0 0 0 0 0 17759 0 38521 0 270784 0 0 0 Patricia L Tetreault VP for Human Resources 199258 0 0 0 0 0 16766 0 85419 0 301443 0 0 0 David E Marx PhD Acting Provost (until 10/24) 186442 0 0 0 0 0 15183 0 18447 0 220072 0 0 0 Timothy P Doyle Senior VP for Finance/Treasurer (until 05/25) 179222 0 0 0 0 0 0 0 19205 0 198427 0 0 0 Daniel B Cosacchi VP for Mission & Ministry 132230 0 0 0 0 0 10067 0 38521 0 180818 0 0 0 Mark Higgins PhD Dean, KSOM 263459 0 0 0 0 0 21547 0 32929 0 317935 0 0 0 Victoria Castellanos PhD Dean, PCPS 212604 0 0 0 0 0 17590 0 47121 0 277315 0 0 0 David J Dzurec PhD Interim Dean, CAS (until 7/24) 208120 0 0 0 0 0 14493 0 39231 0 261844 0 0 0 Douglas M Boyle DBA CPA CMA Professor 478869 0 0 0 0 0 18560 0 45700 0 543129 0 0 0 James F Boyle DBA CPA Associate Professor 353555 0 0 0 0 0 15811 0 56487 0 425853 0 0 0 Nabil A Tamimi PhD Professor 261888 0 0 0 0 0 15085 0 14507 0 291480 0 0 0 Steven Szydlowski PhD Professor 236527 0 0 0 0 0 11533 0 98889 0 346949 0 0 0 Iordanis Petsas PhD Professor 228999 0 0 0 0 0 12494 0 39461 0 280954 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel THE UNIVERSITY'S TRAVEL AND EXPENSE POLICY ALLOWS FOR FIRST- AND BUSINESS-CLASS AIR TRAVEL IN CERTAIN CIRCUMSTANCES FOR UNIVERSITY OFFICERS. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY PROVIDES ON-CAMPUS HOUSING FOR THE PRESIDENT. THE ESTIMATED VALUE OF THIS HOUSING IS $20,384. THE HOUSING VALUES ARE BASED UPON RESIDENCE HALL RATES CHARGED TO UNIVERSITY STUDENTS. THE HOUSING VALUE IS INCLUDED IN THE PRESIDENT'S COMPENSATION DISCLOSED IN PART VII OF THE FORM 990. Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE UNIVERSITY PAYS FOR INITIATION FEES AND MONTHLY DUES FOR A MEMBERSHIP FOR THE PRESIDENT TO THE SCRANTON COUNTRY CLUB. THE UNIVERSITY ALSO PAYS FOR THE ANNUAL MEMBERSHIP FEES FOR THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT IN HIS/HER ROLE AT THE FOLLOWING SOCIAL CLUBS: 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 OF TRUSTEES MEMBERS, POTENTIAL DONORS, AND FACULTY AND STAFF. MEMBERSHIP 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. Schedule J, Part I, Line 4a Severance or change-of-control payment THE UNIVERSITY'S FORMER PROVOST AND SENIOR VP FOR ACADEMIC AFFAIRS, MICHELLE MALDONADO, WAS PAID $126,769 UNDER A SEPARATION AGREEMENT FOR THE PERIOD AUGUST 2, 2024 THROUGH DECEMBER 31, 2024. Schedule J, Part 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 OF THE BOARD OF TRUSTEES THE TOTAL COMPENSATION PAID TO THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES, THE PRESIDENT AS TO THE INDIVIDUAL EMPLOYMENT CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE. A CITY OF WILKES-BARRE FINANCING AUTHORITY 205684698 968254BT8 2015-08-04 39134183 REFUNDING OF 2006 BONDS, WHICH WERE ISSUED 03/02/06 false false false B SCR-LACKAWANNA HEALTHWELFARE AUTHORITY 232205980 810694K73 2016-07-07 29240908 REFUNDING OF SERIES 2007 BONDS, WHICH WERE ISSUED 10/12/07 false false false C LACKAWANNA CNTY INDUSTRIAL DEV AUTHORIT 232058328 505493AY2 2017-11-01 70539319 PARTIAL REFUNDING OF SERIES 2010 BONDS - ISSUED 09/09/10, AND REFUNDING SERIES 2002 K1 BONDS false false false D SCR-LACKAWANNA HEALTHWELFARE AUTHORITY 232205980 810694N96 2025-03-27 28527368 REFUNDNG OF SERIES 2014 BONDS ISSUED 09/11/14 AND PARTIAL FINANCING FOR CONSTRUCTION OF NEW BUILDING false false false A 13235000 39134183 288533 38845650 2015 true true true true B 1835000 29240908 308557 28932351 2016 false true true true C 10920000 70539319 478216 70061103 2017 true true true true D 28527368 467368 6112961 14060000 7887039 2025 true false true true A false false true true false false 0 0 0.0 false false 0 false true B false false true true false false 0 0 0.0 false false 0 false true C false false true true false false 0 0 0.0 false false 0 false true D false false true true false false 0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false false true false false 0 false false false 0 false false true D false true false false false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part IV, Line 2c COLUMN A Issuer name: CITY OF WILKES-BARRE FINANCING AUTHORITY The calculation for computing no rebate due was performed on 10/31/2024 Schedule K, Part IV, Line 2c COLUMN B Issuer name: SCR-LACKAWANNA HEALTH/WELFARE AUTHORITY The calculation for computing no rebate due was performed on 11/06/2020 Schedule K, Part IV, Line 2c COLUMN C Issuer name: LACKAWANNA CNTY INDUSTRIAL DEV. AUTHORIT The calculation for computing no rebate due was performed on 11/01/2022 1 3000 Other - ESTIMATE OF VALUE FROM DONOR 16 414880 Other - MID POINT VALUE DATE OF TRANSACTION X BOOK 1 12500 Other - APPRAISAL X EXPENSES ASSOCIATED WITH ALUMNI GATHERING 1 2856 Other - COST RECEIVED FROM DONOR X DONATION OF DRINKS AND FACILITY RENTAL FOR EVENT 1 845 Other - COPY OF INVOICE X COMPUTER MONITORS 1 212 Other - COPY OF INVOICE false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE UNIVERSITY OF SCRANTON UTILIZES OUR PRIMARY BANKING PARTNER, PNC BANK, TO SELL ALL STOCK GIFTS AT MARKET VALUE AS THEY ARE RECEIVED. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - BOOK NUMBER OF CONTRIBUTIONS Art - Works of art - SCULPTURE NUMBER OF CONTRIBUTIONS Other - EXPENSES ASSOCIATED WITH ALUMNI GATHERING NUMBER OF CONTRIBUTIONS Other - DONATION OF DRINKS AND FACILITY RENTAL FOR EVENT NUMBER OF CONTRIBUTIONS Other - COMPUTER MONITORS NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 9,024,180 including grants of $)(Revenue $ 852,764) HIGHER EDUCATION; ACADEMIC SUPPORT: INCLUDES EXPENSES APPLICABLE TO AN INTEGRAL PART OF THE UNIVERSITY'S PRIMARY MISSION OF INSTRUCTION, RESEARCH, OR PUBLIC SERVICE THAT ARE NOT CHARGED DIRECTLY TO THESE PROGRAMS. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 7,171,432 including grants of $) HIGHER EDUCATION; LIBRARY: EXPENSES INCURRED IN OPERATING AN 80,000 SQ. FT. UNIVERSITY LIBRARY. THE LIBRARY CONTAINS OVER 633,035 VOLUMES, 203,507 FULL-TEXT ONLINE BOOKS, AND A MEDIA COLLECTION HOLDING 22,544 NON-PRINT ITEMS AND 9,085 STREAMING MEDIA PROGRAMS FOR STUDENT AND GENERAL PUBLIC STUDY AND RESEARCH. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,472,633 including grants of $) HIGHER EDUCATION, PUBLIC SERVICE: FUNDS EXPENDED FOR ACTIVITIES ESTABLISHED PRIMARILY TO PROVIDE NON-INSTITUTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY. THESE EXPENSES DO NOT INCLUDE OVER 175,000 COMMUNITY SERVICE HOURS PROVIDED BY UNIVERSITY STUDENTS. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,915,299 including grants of $)(Revenue $ 1,767,933) HIGHER EDUCATION, RESEARCH: INCLUDES THE COST ASSOCIATED WITH GRANTS/AWARDS TO PRODUCE RESEARCH EITHER FUNDED INTERNALLY OR COMMISSIONED BY AN AGENCY EXTERNAL TO THE UNIVERSITY. Form 990, Part VI, Line 2 THE PRESIDENT OF THE UNIVERSITY, REV. JOSEPH G. MARINA, S.J., IS A MEMBER OF THE SCRANTON JESUIT COMMUNITY AND THE USA EAST PROVINCE OF THE SOCIETY OF JESUS. OTHER CLERGY THAT ARE MEMBERS OF THE BOARD OF TRUSTEES MAY ALSO BE MEMBERS OF THE USA EAST PROVINCE OF THE SOCIETY OF JESUS. Form 990, Part VI, Line 16a THE UNIVERSITY MONITORS ITS RELATIONSHIPS WITH WITH FOR-PROFIT VENDORS TO ENSURE ITS TAX-EXEMPT STATUS IS NOT COMPROMISED AND IS IN THE PROCESS OF DEVELOPING A FORMAL WRITTEN POLICY TO DOCUMENT THESE PROCEDURES. THE UNIVERSITY HAS ENTERED INTO A JOINT VENTURE ARRANGEMENT WITH A PRIVATE ON-LINE EDUCATION PARTNER TO PROVIDE TECHNICAL, RECRUITMENT, AND MARKETING SUPPORT FOR ITS ONLINE GRADUATE DEGREE PROGRAMS IN BUSINESS, HEALTH ADMINISTRATION, AND HUMAN RESOURCES. THE UNIVERSITY EVALUATES ALL POTENTIAL JOINT VENTURES TO DETERMINE WHETHER THE ACTIVITIES WILL GENERATE UNRELATED BUSINESS INCOME. THE TREASURER'S OFFICE IS INVOLVED IN DISCUSSIONS WITH POTENTIAL BUSINESS PARTNERS AND ADVISES AS TO WHETHER OR NOT JOINT VENTURE RELATIONSHIPS COULD BE DETRIMENTAL TO THE UNIVERSITY'S TAX-EXEMPT STATUS. THE CURRENT JOINT VENTURES WITH ONLINE EDUCATION PROVIDERS CONSTITUTE ACTIVITIES CENTRAL TO THE UNIVERSITY'S MISSION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED IN-HOUSE BASED UPON THE AMOUNTS REPORTED IN THE AUDITED FINANCIAL STATEMENTS. THE DRAFT FORM 990 IS COMPLETED BY TREASURER'S OFFICE PERSONNEL AND IS REVIEWED BY INDEPENDENT TAX ADVISORS AND BY THE UNIVERSITY'S SENIOR VICE PRESIDENT (SVP) FOR FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE HAS APPROXIMATELY A ONE-WEEK PERIOD PRIOR TO THE REGULARLY SCHEDULED BOARD MEETING TO COMMENT ON THE DRAFT AND APPROPRIATE REVISIONS ARE MADE BASED UPON THOSE COMMENTS. THE REVISED DRAFT IS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES ON A SECURE UNIVERSITY WEBSITE. AT THE REGULAR BOARD MEETING THE BOARD FORMALLY ADOPTS THE FORM 990 AS FINAL AND AUTHORIZES THE UNIVERSITY'S SVP FOR FINANCE AND ADMINISTRATION TO FILE THE FORM 990 WITH THE IRS. AN IDENTICAL AND SIMULTANEOUS PROCESS IS FOLLOWED TO FILE THE UNIVERSITY'S ANNUAL FORM 990-T. Form 990, Part VI, Line 12c Conflict of interest policy THE UNIVERSITY'S SECRETARY TO THE BOARD OF TRUSTEES EXPLAINS AND COLLECTS COMPLETED CONFLICT OF INTEREST STATEMENTS. THE STATEMENTS ARE DISSEMINATED TO MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, THOSE INVOLVED IN MANAGING FACILITIES AND PROCUREMENT, AND INDIVIDUALS MANAGING GRANT-FUNDED PROJECTS. THESE STATEMENTS ARE REVIEWED BY THE SECRETARY. 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. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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. Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. MUCH OF THIS INFORMATION IS ALSO AVAILABLE IN THE UNIVERSITY'S ANNUAL INFORMATION RETURN ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 AND THE OTHER DOCUMENTS NOTED ABOVE ARE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S TREASURER'S OFFICE. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ONLINE AT "WWW.GUIDESTAR.ORG." Form 990, Part VII, Section A THE UNIVERSITY'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. MEMBERS OF THE SOCIETY OF JESUS TAKE A VOW OF POVERTY. COMPENSATION FOR THIS UNIVERSITY OFFICER POSITION IS PAID DIRECTLY TO THE RELIGIOUS 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 MEMBER IS SUBJECT TO A VOW OF POVERTY, 2) THE RELIGIOUS MEMBER 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST LIABILITY - 105736; Total - 105736; Form 990, Part 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. Schedule F, Part IV THE UNIVERSITY DID NOT MEET THE THRESHOLD FILING REQUIREMENTS FOR FORMS 5471, 8621, OR 8865.