MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 52-0591672)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-17
- IRS object ID
- 201100769349300660
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule 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 | 2011-03-17T09:08:21-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARY'S UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOUN | NameControl |
| Phone | 3014475353 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1 |
| City | Emmitsburg | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Malewicki | Name |
| Title | VP for Business and Finance | Title |
| Phone | 3014475353 | Phone |
| Date Signed | 2011-03-17 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas H Powell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1 |
| City | Emmitsburg | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 75708564 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.msmary.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1808 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | Mount St. Mary's University, the second oldest Catholic University in the United States, offers more than 60 academic majors, minors, and concentrations. Graduate programs in Business, Education, Philosophy, Theology and Divinity are also offered along with accelerated undergraduate programs in business and criminal justice. Students participate in more than 70 clubs and honor societies. Students also take advantage of the community service and outdoor adventure programs that are offered both locally and abroad. In addition, the University has 19 varsity sports at the NCAA Division I level. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 889 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 184570 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -158686 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10400446 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9070415 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61863207 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63759657 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 240754 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2266313 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 271984 | OtherRevenuePriorYear |
| Other Revenue Current Year | 157746 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 72776391 | TotalRevenuePriorYear |
| Total Revenue Current Year | 75254131 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18104220 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19068132 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31241265 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32256106 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2030881 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24630557 | OtherExpensePriorYear |
| Other Expenses Current Year | 26159642 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 73976042 | TotalExpensesPriorYear |
| Total Expenses Current Year | 77483880 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1199651 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2229749 | RevenuesLessExpensesCY |
| Total Assets BOY | 144651833 | TotalAssetsBOY |
| Total Assets EOY | 153815942 | TotalAssetsEOY |
| Total Liabilities BOY | 77311592 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 86973787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67340241 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66842155 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mount St. Mary's is a Catholic university committed to education in the service of truth - we seek to cultivate a community of learners, formed by faith, engaged in discovery, and empowered for leadership in the Church, the professions and the world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35733227 | Expense |
| Grants | 19068132 | Grants |
| Revenue | 48498426 | Revenue |
| Description | Instructional programs for 1620 undergraduates students in the liberal arts, 136 graduate students in theology and 323 students in masters programs in business and educaton. Awarded 403 undergraduate degrees, 103 master degrees, and 34 theology degrees in 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17285370 | Expense |
| Grants | 0 | Grants |
| Revenue | 14768206 | Revenue |
| Description | Auxiliary enterprises comprising housing, dining, post office, vending, plant, laundry, and security. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10551725 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Student services for the entire student body including housing, athletics, counseling, discipline, student affairs, and activities. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2407482 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher Education: Academic support for instructional programs | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2407482 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 65977804 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 149 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 889 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Brian Ecker | NamePerson |
| Telephone Number | 3014475353 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1 |
| City | Emmitsburg | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Eugene M Waldron Jr | ||||||||
| Chairman of the Board | 0 | X | X | 0 | 0 | 0 | ||
| Msgr F Dennis Tinder | ||||||||
| Vice Chair of the Board | 0 | X | X | 0 | 0 | 0 | ||
| Robert J Smith | ||||||||
| Secretary of the Board | 0 | X | X | 0 | 0 | 0 | ||
| John J Walsh | ||||||||
| Treasurer of the Board | 0 | X | X | 0 | 0 | 0 | ||
| Martha Kenney | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| John Bransfield Jr | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Frank Merolla | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Diane L Tomb | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| John Coyne | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Msgr John J Enzler | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Thomas P Ferguson | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Most Reverend Kevin Rhoades | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Richard J Bolte Jr | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Most Reverend Edwin F O'Brien | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Kevin Dowd | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| William T Kennedy | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Gerard Francik | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Kevin Cashen | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mary Lear | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Suzanne Nicholson | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Hilary O'Donnell | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Simba Sana | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Scott Newkam | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| David P Conaghan | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Xavier J DeCaire | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Michael R Holly | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Most Reverend Francis Malooly | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| James V McAveney | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Thomas J Mullelly | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Vincent J O'Malley | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Thomas C Rogers Jr | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Maj Gen John Anthony Studds | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Thomas Powell | ||||||||
| President | 40 | X | 305130 | 0 | 135960 | |||
| Dan Soller | ||||||||
| Exec. Vice-President | 40 | X | 181877 | 0 | 26249 | |||
| David Rehm | ||||||||
| VP Acad Affairs | 40 | X | 164608 | 0 | 15632 | |||
| John Butler | ||||||||
| VP for Advancement | 40 | X | 166475 | 0 | 16458 | |||
| Michael Malewicki | ||||||||
| VP Bus and Fin | 40 | X | 169800 | 0 | 11576 | |||
| Pauline Engelstatter | ||||||||
| VP for University Affairs | 40 | X | 122623 | 0 | 22322 | |||
| Msgr Steven Rohlfs | ||||||||
| VP and Rector | 40 | X | 96266 | 0 | 13727 | |||
| Pamela Zusi | ||||||||
| Exec Dir of Dev | 40 | X | 100313 | 0 | 11313 | |||
| William Forgang | ||||||||
| Department Chair/Dean | 40 | 110543 | 0 | 16844 | X | |||
| Bobby Flack | ||||||||
| Chief Information Officer | 40 | 112644 | 0 | 21304 | X | |||
| Joseph Lebherz | ||||||||
| Dir of Inst & Gov't Relations | 40 | 107355 | 0 | 20923 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1637634 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 312308 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| MM Architects Inc | ||||||
| 103 S Duke Street | Lancaster | PA | 17602 | Architect | 208073 | |
| Barton Associates Inc | ||||||
| 221 West Philadelphia Street | York | PA | 17401 | Mechanical, Electrical, and Plumbing Engineers | 158607 | |
| Royal & Company | ||||||
| 1920 East Parham Road | Richmond | VA | 232282206 | Admissions support | 334571 | |
| Horizon Project Advisors LLC | ||||||
| 420 Lexinton Avenue | New York | NY | 10170 | Construction consulting | 179564 | Suite 820 |
| Ayers Saint Gross Inc | ||||||
| 1040 Hull Street | Baltimore | MD | 21230 | Architect | 171558 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 5497610 | GovernmentGrants |
| All Other Contributions | 3572805 | AllOtherContributions |
| Noncash Contributions | 823509 | NoncashContributions |
| Total Contributions | 9070415 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 48498426 | 48498426 | 0 | $0 |
| Auxiliary Enterprises | 713900 | 14729143 | 14580803 | 148262 | $78 |
| Other Sources | 221000 | 521251 | 447539 | 25471 | $48,241 |
| Conferences and groups | 611600 | 10837 | 0 | 10837 | $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 | 63759657 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2310607 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,310,607 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 454 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $454 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 320234 | Securities |
| Other | 13619 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 378601 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -58367 | Securities |
| Other | 13619 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -44748 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$44,748 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 209813 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 70757 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139056 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $139,056 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 23765 | GrossIncomeGaming |
| Gaming Direct Expenses | 5075 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $18,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75254131 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63526768 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 184570 | UnrelatedBusinessRevenue |
| Exclusion | $2,472,378 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19068132 | Total |
| Program Services | 19068132 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904983 | Total |
| Program Services | 828873 | ProgramServices |
| Management And General | 892778 | ManagementAndGeneral |
| Fundraising | 183332 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3800 | Total |
| Program Services | 3800 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21842768 | Total |
| Program Services | 18342324 | ProgramServices |
| Management And General | 2672984 | ManagementAndGeneral |
| Fundraising | 827460 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1248241 | Total |
| Program Services | 1007686 | ProgramServices |
| Management And General | 187425 | ManagementAndGeneral |
| Fundraising | 53130 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5688439 | Total |
| Program Services | 4592190 | ProgramServices |
| Management And General | 854128 | ManagementAndGeneral |
| Fundraising | 242121 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567875 | Total |
| Program Services | 1265721 | ProgramServices |
| Management And General | 235419 | ManagementAndGeneral |
| Fundraising | 66735 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39508 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 39508 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 84000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838362 | Total |
| Program Services | 560804 | ProgramServices |
| Management And General | 277558 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5827253 | Total |
| Program Services | 3926148 | ProgramServices |
| Management And General | 1445772 | ManagementAndGeneral |
| Fundraising | 455333 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490607 | Total |
| Program Services | 434494 | ProgramServices |
| Management And General | 53645 | ManagementAndGeneral |
| Fundraising | 2468 | 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 | 2418470 | Total |
| Program Services | 2141858 | ProgramServices |
| Management And General | 264444 | ManagementAndGeneral |
| Fundraising | 12168 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1329082 | Total |
| Program Services | 1161396 | ProgramServices |
| Management And General | 102727 | ManagementAndGeneral |
| Fundraising | 64959 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183586 | Total |
| Program Services | 165592 | ProgramServices |
| Management And General | 12644 | ManagementAndGeneral |
| Fundraising | 5350 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2444802 | Total |
| Program Services | 2165178 | ProgramServices |
| Management And General | 267324 | ManagementAndGeneral |
| Fundraising | 12300 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6601633 | Total |
| Program Services | 5846572 | ProgramServices |
| Management And General | 721847 | ManagementAndGeneral |
| Fundraising | 33214 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425310 | Total |
| Program Services | 376665 | ProgramServices |
| Management And General | 46505 | ManagementAndGeneral |
| Fundraising | 2140 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Allowance for doubtful pledges | 525956 | 0 | 525956 | 0 |
| Food served to students | 1679155 | 1679155 | 0 | 0 |
| Repairs and maintenance | 771047 | 261773 | 497874 | 11400 |
| Miscellaneous | 2500871 | 2149443 | 292657 | 58771 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77483880 | Total |
| Program Services | 65977804 | ProgramServices |
| Management And General | 9475195 | ManagementAndGeneral |
| Fundraising | 2030881 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7011686 | BOY |
| EOY | 3956383 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7827500 | BOY |
| EOY | 4684545 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848609 | BOY |
| EOY | 1096444 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849777 | BOY |
| EOY | 2817585 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21456 | BOY |
| EOY | 24981 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1485452 | BOY |
| EOY | 1573064 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 180212691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 82647335 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86204592 | BOY |
| EOY | 97565356 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21193932 | BOY |
| EOY | 23889091 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9876817 | BOY |
| EOY | 9660581 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7332012 | BOY |
| EOY | 8547912 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144651833 | BOY |
| EOY | 153815942 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13660973 | BOY |
| EOY | 15082895 | 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 | 2623999 | BOY |
| EOY | 3019643 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55751328 | BOY |
| EOY | 62507678 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1183634 | BOY |
| EOY | 1122743 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4091658 | BOY |
| EOY | 5240828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77311592 | BOY |
| EOY | 86973787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27853936 | BOY |
| EOY | 29751740 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17061781 | BOY |
| EOY | 13460568 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22424524 | BOY |
| EOY | 23629847 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67340241 | BOY |
| EOY | 66842155 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144651833 | BOY |
| EOY | 153815942 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 689119 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30830139 | BeginningOfYearBalance |
| Contributions | 932567 | Contributions |
| Investment Earnings Or Losses | 4095092 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2043684 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 177712 | AdministrativeExpenses |
| End Of Year Balance | 33636402 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33585693 | BeginningOfYearBalance |
| Contributions | 2768139 | Contributions |
| Investment Earnings Or Losses | -3301452 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2044462 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 177779 | AdministrativeExpenses |
| End Of Year Balance | 30830139 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.63 | 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 | 1920035 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 1920035 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 115639572 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 49813791 | Depreciation |
| Book Value | 65825781 | 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 | 30418817 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 19421373 | Depreciation |
| Book Value | 10997444 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 32234267 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 13412171 | Depreciation |
| Book Value | 18822096 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97565356 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 9660581 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9660581 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Bond proceeds whose use is limited | 2993843 |
| Beneficial interest in trusts | 5554069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8547912 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities Payable | $500,740 |
| Advances from US Government for student loans | $1,889,339 |
| Asset retirement obligations | $1,582,514 |
| Deposits | $43,961 |
| SWAP contract | $1,224,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5240828 | TotalOfAmounts |
| Total Revenue | 75254131 | TotalRevenue |
| Total Expenses | 77483880 | TotalExpenses |
| Excess Or Deficit For Year | -2229749 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1731663 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 1731663 | TotalAdjustments |
| Excess Or Deficit Per FS | -498086 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 96129758 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1731663 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 19143964 | OtherRevenues |
| Revenue Not Rptd F990 | 20875627 | RevenueNotRptdF990 |
| Revenue Subtotal | 75254131 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 75254131 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57344282 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 75832 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 75832 | ExpensesNotRptdF990 |
| Expenses Subtotal | 57268450 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20215430 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20215430 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 77483880 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The University's collection is items associated with the history of the University maintained in an Archives. There is also various works of arts in our chapels. These items help to promote our educational mission by providing research material on the history of the University. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The University's endowment provides funds to support financial aid, faculty salaries, and general operations. |
| SchD_P10_S00_L00 | Schedule D, Part X | The University is a not-for -profit organization exempt from federal income taxes under Section 501 ( c ) (3) of the Internal Revenue Code. The University has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the University may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized on the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance of accounting for uncertainty in income taxes also addresses de-recognition, classification , interest and penalties on income taxes, and accounting in interim periods. Management evaluated the University's tax positions and concluded that the University had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provision of this guidance. No provision for income taxes was required for 2010 or 2009. With few exceptions, the University is no longer subject to income tax examination by the U.S. federal, state or local tax authorities for years before 2007. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Direct fund raisng expense $75,832 Scholarship allowance $19,068,132 |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Direct fund raising expense |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Scholarship allowance $19,068,132 Pension related charges $1,147,298 |
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 |
| Pub Via Broadcast Media Expln | The University's racially non-discriminatory policy is made know to the general community it serves through its public relations activities and efforts, its admissions office, its alumni office and through its catalogue and various publications. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | The State of Maryland provides aid to the University from the Sellinger Progam of State Aid to Non-Public Institutions. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Educational study abroad program | SpecificServicesProvided |
| Total Expenditures | 97103 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 97103 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 34920 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34920 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 5216 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15466 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5771 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 21325 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 12200 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9125 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 7689 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 1522 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 83161 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 83161 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 365 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 6174 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 28553 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 139406 | GrossReceiptsTotal |
| Charitable Contributions Total | 12200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 127206 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5216 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 365 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29329 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 35846 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 70756 | DirectExpenseSummaryEvents |
| Net Income Summary | 56450 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | 0 | GrossRevenueBingo |
| Cash Prizes Bingo | 0 | CashPrizesBingo |
| Non Cash Prizes Bingo | 0 | NonCashPrizesBingo |
| Rent Facility Costs Bingo | 0 | RentFacilityCostsBingo |
| Other Direct Expenses Bingo | 0 | OtherDirectExpensesBingo |
| Volunteer Labor Bingo | 0 | VolunteerLaborBingo |
| Gross Revenue Pull Tabs | 0 | GrossRevenuePullTabs |
| Cash Prizes Pull Tabs | 0 | CashPrizesPullTabs |
| Non Cash Prizes Pull Tabs | 0 | NonCashPrizesPullTabs |
| Rent Facility Costs Pull Tabs | 0 | RentFacilityCostsPullTabs |
| Other Direct Expenses Pull Tabs | 0 | OtherDirectExpensesPullTabs |
| Volunteer Labor Pull Tabs | 0 | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 23765 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 4925 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 0 | NonCashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 0 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 150 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 23765 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 4925 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 0 | NonCashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 0 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 150 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 5075 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 18690 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Saint Mary's University Mount Club | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1 |
| City | Emmitsburg | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | W Michael Hardisky | GamingManagerNamePerson |
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | Facilitating, collecting, and remitting gamming proceeds as part of employment responsibilities | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
| Amount Distributed | 0 | AmountDistributed |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial aid awarded to students based on merit. Financial aid is awarded thru the spending allocation from endowment funds restricted for scholarships. The balance of financial aid represents a discount on tuition and fees. | TypeOfGrant |
| Number Of Recipients | 1552 | NumberOfRecipients |
| Amount Of Cash Grant | 19068132 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | Cash | MethodOfValuation |
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 | The University's use of grant funds is to provide financial aid to our students. We monitor the use of these University funds in accordance with established levels of awards based on a student's merit classification and on an annual budget. The University follows all regulations relative to the awarding of financial assistance which is monitored by the Financial Aid Office. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Powell | |||||||||||||
| 305130 | 0 | 0 | 0 | 0 | 0 | 63000 | 0 | 72960 | 0 | 441090 | 0 | 403719 | |
| Dan Soller | |||||||||||||
| 176877 | 0 | 0 | 0 | 5000 | 0 | 0 | 0 | 26249 | 0 | 208126 | 0 | 197747 | 0 |
| Michael Malewicki | |||||||||||||
| 164800 | 0 | 0 | 0 | 5000 | 0 | 0 | 0 | 11576 | 0 | 181376 | 0 | 171008 | 0 |
| John Butler | |||||||||||||
| 161475 | 0 | 0 | 0 | 5000 | 0 | 0 | 0 | 16458 | 0 | 182933 | 0 | 178243 | 0 |
| David Rehm | |||||||||||||
| 159608 | 0 | 0 | 0 | 5000 | 0 | 0 | 0 | 15632 | 0 | 180240 | 0 | 170506 | 0 |
| Pauline Engelstatter | |||||||||||||
| 117623 | 0 | 0 | 0 | 5000 | 0 | 0 | 0 | 22322 | 0 | 144945 | 0 | 138181 | 0 |
| Msgr Steven Rohlfs | |||||||||||||
| 96266 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13727 | 0 | 109993 | 0 | 106857 | 0 |
| William Forgang | |||||||||||||
| 110543 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16844 | 0 | 127387 | 0 | 121375 | 0 |
| Bobby Flack | |||||||||||||
| 111644 | 0 | 0 | 0 | 1000 | 0 | 0 | 0 | 21304 | 0 | 133948 | 0 | 131114 | 0 |
| Joseph Lebherz | |||||||||||||
| 107355 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20923 | 0 | 128278 | 0 | 125534 | 0 |
| Pamela Zusi | |||||||||||||
| 100313 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11313 | 0 | 111626 | 0 | 111599 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | As part of the President's employment contract, the President is required to live in a house provide by the University. Many University related and sponsored events are held at his residence. Housekeeping services are provided to support these events. Also, included in his employment contract is approval to provide travel for companions and a discretionary spending account. Companion travel is for University related activities. The discretionary spending account is to further the mission and interest of the University, consistent with its 501 (c) (3) status. The President provides an accounting of the use of such funds annually to the Audit Committee of the Board of Trustees. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Compensation survey data comes from the College and University Personnel Association survey. A three-year historical salary comparison of President's salaries data is used to develop two comparison groups: 1. the University aspirational peers and 2. the compensation study comparison group. This data is used by a compensation committee to prepare a written employment contract. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| County Commissioners of Frederick County | ||||||
| 526000943 | 355697BL6 | 2006-01-12 | 22065000 | Refunding of Series 2001B and constructon of new residence hall | 0 | 0 |
| County Commissioners of Frederick County | ||||||
| 526000943 | 355697CB7 | 2007-03-27 | 22315000 | Refunding of the Series 2001Abonds and campus improvements | 0 | 0 |
| Town of Emmitsburg | ||||||
| 526017142 | 2007-12-21 | 10000000 | Renovation to residence hall | 0 | 0 | |
| Town of Emmitsburg | ||||||
| 526017142 | 2008-12-23 | 10000000 | Renovations to residence hall | 0 | 0 | |
| Town of Emmitsburg | ||||||
| 526017142 | 2009-12-29 | 1250000 | Renovations to residence hall | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 223288680 | 3058631 | 6204692 | 0 | 454726 | 0 | 12610819 | 2008 | 0 | 1 | 1 | 1 |
| 22218074 | 0 | 17559830 | 0 | 335006 | 0 | 4323238 | 2009 | 0 | 1 | 1 | 1 |
| 10000000 | 0 | 0 | 0 | 79416 | 0 | 9920584 | 2010 | 0 | 0 | 1 | 1 |
| 7745585 | 0 | 0 | 0 | 46829 | 0 | 7698756 | 2010 | 0 | 0 | 0 | 1 |
| 1250000 | 0 | 0 | 0 | 92516 | 0 | 1157484 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Not required | NameOfInterestedPerson |
| Relationship With Organization | Not required | RelationshipWithOrganization |
| Type Of Assistance | Merit Scholarship | TypeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 823509 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The University uses a third party to process and sell noncash gifts of securities on a fee per transaction basis. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The IRS Form 990 is prepared by the Director of Accounting and reviewed with the VP for Business and Finance. The reviewed IRS Form 990 is presented to the Audit Committee of the Board of Trustees for their review and approval. A copy of the 990 is given to each member of the Board of Trustees for their review. The Audit Committee recommends to the full Board approval of the 990. The full Board votes for approval. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Compliance with the conflict of interest policy is monitored by the Office of the President. Annually, conflicts with members of the Board of Trustee are disclosed and distributed to relevant departments and transactions with these parties are separately reviewed. An individual or trustee with a conflict removes themselves for the deliberations. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The President presents a self-evaluation to the Board of Trustees based on agreed upon performance goals. The Executive Committee of the Board of Trustees review comparable salary and benefit comparison data compiled from several sources of similar size and scope. The full Board discusses the President's performance and reviews the comparative salary data. The Executive Committee makes the final decision on the President's salary and deferred compensation. The Executive Committee's decision is communicated to the full Board of Trustees. The Executive Committee is comprised of independent members and its meetings are documented by formal minutes. For officers or key employees, survey data provided by NACUBO and CUPA are used along with compensation data from peer organizations. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| F990_P10_S00_L12 | Form 990, Part X, Line 12 | Investments - other securities are financial derivatives invested with the Endowment Fund, a fund of funds. The Fund is managed and monitored by the Endowment Committee of the Board of Trustees. The value of the fund is based on the net asset value per share and annually verified by an independent audit. The fund or portions of the fund can be redeemed by the University within 90 days. |