WIDENER UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WIDENER UNIVERSITY (EIN 23-1386178)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201101319349301530
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T11:47:32-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231386178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIDENER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIDE | NameControl |
| Phone | 6104994396 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH J BAKER | Name |
| Title | SR VP FINANCE/ ADMINISTRATION | Title |
| Phone | 6104994156 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| 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 | JOSEPH J BAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 198020970 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.widener.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1821 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Widener University is an innovative metropolitan university that combines academic quality with career preparation and a committment to community service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3263 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | -20739 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -29742 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12368628 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8301191 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 168910525 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 177751933 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1677940 | InvestmentIncomePriorYear |
| Investment Income Current Year | 935897 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1684915 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1499823 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 184642008 | TotalRevenuePriorYear |
| Total Revenue Current Year | 188488844 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35007665 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38778989 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 91399816 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 95569016 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4506086 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48616521 | OtherExpensePriorYear |
| Other Expenses Current Year | 49079204 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 175024002 | TotalExpensesPriorYear |
| Total Expenses Current Year | 183427209 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9618006 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5061635 | RevenuesLessExpensesCY |
| Total Assets BOY | 292983976 | TotalAssetsBOY |
| Total Assets EOY | 303359544 | TotalAssetsEOY |
| Total Liabilities BOY | 142682555 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 146172162 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 150301421 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 157187382 | NetAssetsOrFundBalancesEOY |
| Mission Description | AS A LEADING METROPOLITAN UNIVERSITY, WE ACHIEVE OUR MISSION AT WIDENER BY CREATING A LEARNING ENVIRONMENT WHERE CURRICULA ARE CONNECTED TO SOCIETAL ISSUES THROUGH CIVIC ENGAGEMENT. WE LEAD BY PROVIDING A UNIQUE COMBINATION OF LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CHALLENGING, SCHOLARLY, AND CULTURALLY DIVERSE ACADEMIC COMMUNITY. WE ENGAGE OUR STUDENTS THROUGH DYNAMIC TEACHING, ACTIVE SCHOLARSHIP, PERSONAL ATTENTION, AND EXPERIENTIAL LEARNING. WE INSPIRE OUR STUDENTS TO BE CITIZENS OF CHARACTER WHO DEMONSTRATE PROFESSIONAL AND CIVIC LEADERSHIP. WE CONTRIBUTE TO THE VITALITY AND WELL-BEING OF THE COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 109350786 | Expense |
| Grants | 38778989 | Grants |
| Revenue | 158041223 | Revenue |
| Description | INSTRUCTIONAL/GRANTS- EXPENSES INCURRED WITH THE ACADEMIC INSTRUCTION OF OUR STUDENT BODY AS WELL AS GRANTS TO STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17160808 | Expense |
| Grants | 0 | Grants |
| Revenue | 268769 | Revenue |
| Description | ACADEMIC SUPPORT- COSTS INCURRED WITH THE MAINTENANCE OF PROGRAMS AND ACTIVITIES FOR FACULTY AND STUDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15449567 | Expense |
| Grants | 0 | Grants |
| Revenue | 550066 | Revenue |
| Description | STUDENT SERVICES- COSTS INCURRED WITH THE MAINTENANCE OF PROGRAMS THAT SERVICE OUR STUDENT BODY | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18494296 | Expense |
| Grants | 0 | Grants |
| Revenue | 18751222 | Revenue |
| Description | AUXILIARY SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 18494296 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 18751222 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 160455457 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 246 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3263 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH J BAKER | NamePerson |
| Telephone Number | 6104994156 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19013 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES T HARRIS | ||||||||
| PRESIDENT | 60.0 | X | X | 384567 | 0 | 222298 | ||
| NICHOLAS P TRAINER | ||||||||
| CHAIRMAN OF THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| KAROL M WASYLYSHYN | ||||||||
| VICE CHAIRMAN OF THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| JOHN H TILELLI JR | ||||||||
| VICE CHAIRMAN OF THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| EUGENE D MCGURK JR ESQ | ||||||||
| SECRETARY | 2.0 | X | 0 | 0 | 0 | |||
| PAUL S BEIDEMAN | ||||||||
| TREASURER | 2.0 | X | 0 | 0 | 0 | |||
| DANIEL BORISLOW | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| THOMAS H BOWN II | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PAMELA BROWNER WHITE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MICHAEL G DEFINO ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MARGARET FOTI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JAMES J HARGADON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| IRA HARKAVY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JAMES W HIRSCHMANN III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PHILIP G LEWIS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JAMES J MACK III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DAVID W OSKIN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DERRICK H PITTS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| TEPVADDEI ROS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CYNTHIA H SARNOSKI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOHN F SCHMUTZ ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RONALD S STEAD PHD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MIN S SUH ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| VITO VERNI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| AYANA WOOD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| STEPHEN M WYNNE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PETER B ZACHARKIW | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOSEPH J BAKER | ||||||||
| SENIOR VP FINANCE & ADMIN | 60.0 | X | 275955 | 0 | 65841 | |||
| BOBBIE JO ALLEN | ||||||||
| SENIOR VP PROVOST | 60.0 | X | 269590 | 0 | 43302 | |||
| LINDA S DURANT | ||||||||
| SENIOR VP ADVANCEMENT | 60.0 | X | 230560 | 0 | 37355 | |||
| LINDA L AMMONS | ||||||||
| DEAN SCHOOL OF LAW | 60.0 | 261820 | 0 | 43941 | X | |||
| FRED A AKL | ||||||||
| DEAN SCHOOL OF ENGINEERING | 55.0 | 201938 | 0 | 49171 | X | |||
| MICHAEL J SLINGER | ||||||||
| ASSOCIATE DEAN SCHOOL OF LAW | 55.0 | 188190 | 0 | 86436 | X | |||
| STEPHEN C WILHITE | ||||||||
| DEAN/ASSOC PROVOST | 55.0 | 180140 | 0 | 40765 | X | |||
| RONALD L MERSKY | ||||||||
| ASSOCIATE PROFESSOR | 55.0 | 184873 | 0 | 26394 | X | |||
| J PATRICK KELLY | ||||||||
| VICE DEAN, SCHOOL OF LAW | 55.0 | 180806 | 0 | 38549 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2358439 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 654052 | TotalOtherCompensation |
| Number Individuals GT100 K | 158 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK SERVICES INC | |||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19103 | FOOD SERVICES | 3923353 |
| ARAMARK FACILITIES SERVICES INC | |||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | HOUSEKEEPING | 1456372 |
| JJ DELUCA COMPANY INC | |||||
| 760 W SPROUL ROAD STE 300 | SPRINGFIELD | PA | 19064 | CONSTRUCTION | 755778 |
| HSC BUILDERS CONSTRUCTION | |||||
| 304 NEW MILL ROAD | EXTON | PA | 19341 | CONSTRUCTION | 688840 |
| TARGET BUILDING CONSTRUCTION | |||||
| 1124 CHESTER PIKE | CRUM LYNNE | PA | 19022 | CONSTRUCTION | 688483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 26761 | FundraisingEvents |
| Government Grants | 3575624 | GovernmentGrants |
| All Other Contributions | 4698806 | AllOtherContributions |
| Noncash Contributions | 63279 | NoncashContributions |
| Total Contributions | 8301191 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION & FEES | 611600 | 157825731 | 157825731 | ||
| AUXILIARY ENTERPRISES | 611600 | 18741784 | 18767241 | -25457 | |
| FEES, PARKING, ETC. | 900099 | 912201 | 912201 | ||
| INTEREST / FEES ON LOANS | 900099 | 140653 | $140,653 | ||
| FEES / CONTRACTS GOVERNMENT AGENCIES | 900099 | 131564 | 131564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 177751933 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3952114 | TotalRevenueColumn |
| Unrelated Business Revenue | 2730 | UnrelatedBusinessRevenue |
| Exclusion | $3,949,384 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 789531 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 379649 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 409882 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 409882 | TotalRevenueColumn |
| Exclusion | $409,882 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6072322 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9088539 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3016217 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3016217 | TotalRevenueColumn |
| Unrelated Business Revenue | 1988 | UnrelatedBusinessRevenue |
| Exclusion | -$3,018,205 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 55044 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 26761 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63938 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8894 | TotalRevenueColumn |
| Exclusion | -$8,894 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANOUS REVENUE | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | 1098835 | TotalRevenueColumn |
| Exclusion | $1,098,835 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1098835 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188488844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 177636737 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -20739 | UnrelatedBusinessRevenue |
| Exclusion | $2,571,655 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38778989 | Total |
| Program Services | 38778989 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1635259 | Total |
| Program Services | 290980 | ProgramServices |
| Management And General | 1344279 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69271370 | Total |
| Program Services | 60974551 | ProgramServices |
| Management And General | 6146531 | ManagementAndGeneral |
| Fundraising | 2150288 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5243703 | Total |
| Program Services | 4622042 | ProgramServices |
| Management And General | 458512 | ManagementAndGeneral |
| Fundraising | 163149 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14613245 | Total |
| Program Services | 12747084 | ProgramServices |
| Management And General | 1418587 | ManagementAndGeneral |
| Fundraising | 447574 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4805439 | Total |
| Program Services | 4163279 | ProgramServices |
| Management And General | 495979 | ManagementAndGeneral |
| Fundraising | 146181 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462383 | Total |
| Program Services | 10042 | ProgramServices |
| Management And General | 452341 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115000 | Total |
| Management And General | 115000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119314 | Total |
| Management And General | 119314 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10026092 | Total |
| Program Services | 7677745 | ProgramServices |
| Management And General | 1709256 | ManagementAndGeneral |
| Fundraising | 639091 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2139008 | Total |
| Program Services | 432866 | ProgramServices |
| Management And General | 1409087 | ManagementAndGeneral |
| Fundraising | 297055 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2397272 | Total |
| Program Services | 1797056 | ProgramServices |
| Management And General | 401602 | ManagementAndGeneral |
| Fundraising | 198614 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3376558 | Total |
| Program Services | 884130 | ProgramServices |
| Management And General | 2465512 | ManagementAndGeneral |
| Fundraising | 26916 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5969982 | Total |
| Program Services | 5680132 | ProgramServices |
| Management And General | 264080 | ManagementAndGeneral |
| Fundraising | 25770 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1878243 | Total |
| Program Services | 1590879 | ProgramServices |
| Management And General | 148087 | ManagementAndGeneral |
| Fundraising | 139277 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384928 | Total |
| Program Services | 266929 | ProgramServices |
| Management And General | 94867 | ManagementAndGeneral |
| Fundraising | 23132 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4246816 | Total |
| Program Services | 4246816 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10262497 | Total |
| Program Services | 10262497 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 742925 | Total |
| Program Services | 742925 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LIBRARY BOOKS & PERIODICALS | 3006772 | 3006772 | ||
| STUDENT & FACULTY EVENTS | 712468 | 558577 | 31189 | 122702 |
| FEES AND DUES | 735108 | 475591 | 245645 | 13872 |
| MISCELLANEOUS | 2503838 | 1245575 | 1145798 | 112465 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183427209 | Total |
| Program Services | 160455457 | ProgramServices |
| Management And General | 18465666 | ManagementAndGeneral |
| Fundraising | 4506086 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33205494 | BOY |
| EOY | 39779765 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7702360 | BOY |
| EOY | 11009308 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3512152 | BOY |
| EOY | 3359986 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12678452 | BOY |
| EOY | 13253479 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2075321 | BOY |
| EOY | 2713496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 286971505 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 122353602 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166715464 | BOY |
| EOY | 164617903 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66241114 | BOY |
| EOY | 67803260 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853619 | BOY |
| EOY | 822347 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292983976 | BOY |
| EOY | 303359544 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18492345 | BOY |
| EOY | 17221543 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8392576 | BOY |
| EOY | 8054185 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4349990 | BOY |
| EOY | 4058839 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82551603 | BOY |
| EOY | 81355451 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219574 | BOY |
| EOY | 198277 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28676467 | BOY |
| EOY | 35283867 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142682555 | BOY |
| EOY | 146172162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113692329 | BOY |
| EOY | 118536040 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6416592 | BOY |
| EOY | 7423815 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30192500 | BOY |
| EOY | 31227527 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150301421 | BOY |
| EOY | 157187382 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292983976 | BOY |
| EOY | 303359544 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $110,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 110000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C PART II-B | ReturnReference |
| Explanation | THE UNIVERSITY ENGAGED OUTSIDE LOBBYISTS TO PURSUE EARMARK APPROPRIATIONS TO FURTHER THE ACADEMIC MISSION OF THE UNIVERSITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Community Enrichment | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58431578 | BeginningOfYearBalance |
| Contributions | 950699 | Contributions |
| Investment Earnings Or Losses | 6097318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 790314 | GrantsOrScholarships |
| Other Expenditures | 3405593 | OtherExpenditures |
| End Of Year Balance | 61283688 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82228438 | BeginningOfYearBalance |
| Contributions | 1239811 | Contributions |
| Investment Earnings Or Losses | -20434062 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 933419 | GrantsOrScholarships |
| Other Expenditures | 3669190 | OtherExpenditures |
| End Of Year Balance | 58431578 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.57000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14488947 | OtherCostOrOtherBasis |
| Book Value | 14488947 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 223737534 | OtherCostOrOtherBasis |
| Depreciation | 81311363 | Depreciation |
| Book Value | 142426171 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45138352 | OtherCostOrOtherBasis |
| Depreciation | 38560819 | Depreciation |
| Book Value | 6577533 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3606672 | OtherCostOrOtherBasis |
| Depreciation | 2481420 | Depreciation |
| Book Value | 1125252 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 164617903 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY FUNDS | 41657851 | F |
| COMMODITIES | 4379263 | F |
| VENTURE CAPITAL | 763226 | F |
| NATURAL RESOURCES | 928005 | F |
| FIXED INCOME | 13227367 | F |
| REAL ESTATE | 47098 | F |
| MONEY MARKET FUNDS | 5402787 | F |
| OTHER INVESTMENTS | 1397663 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 67803260 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCR'D POST RETIREMENT BENEFIT | $32,157,983 |
| ASSET RETIREMENT OBLIGATION | $3,125,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35283867 | TotalOfAmounts |
| Total Revenue | 188488844 | TotalRevenue |
| Total Expenses | 183427209 | TotalExpenses |
| Excess Or Deficit For Year | 5061635 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5866095 | NetUnrealizedGLOnInvestments |
| Other | -$4,041,770 | OtherAmount |
| Total Adjustments | 1824325 | TotalAdjustments |
| Excess Or Deficit Per FS | 6885960 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 156376306 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5866095 | NetUnrealizedGainsInvestments |
| Other Revenues | 399136 | OtherRevenues |
| Revenue Not Rptd F990 | 6265231 | RevenueNotRptdF990 |
| Revenue Subtotal | 150111075 | RevenueSubtotal |
| Investment Expenses Not Included | 119314 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 38258455 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 38377769 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 188488844 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 145448576 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 399136 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 399136 | ExpensesNotRptdF990 |
| Expenses Subtotal | 145049440 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 119314 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 38258455 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 38377769 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 183427209 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 DISCLOSURE | SCHEDULE D PART X | In fiscal 2009, the University adopted Accounting Standards Update No. 2009-06, Implementation Guidance on Accounting for Uncertainty in Income Taxes and Disclosure Amendments for Nonpublic Entities (ASU 2009-06) in conjunction with its adoption of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (now included in Accounting Standards Codification (ASC) Subtopic 740-10). ASC Subtopic 740-10 addresses the accounting for uncertainties in income taxes recognized in an organization's financial statements and prescribes a threshold of more-likely than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. ASC Subtopic 740-10 also provides related guidance on measurement, classification, interest and penalties, and disclosures. There was no significant impact to the University's financial statements as a result of the adoption of ASU 2009-06 or ASC Subtopic 740-10. The University believes it has taken no significant uncertain tax positions. |
| VALUE OF ART COLLECTION | SCHEDULE D PART III LINE 1a | THE UNIVERSITY HAS ELECTED PURSUANT TO SFAS 116 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART. THERE IS NO FOOTNOTE INCLUDED IN THE FINANCIAL STATEMENT RELATED TO THE WORKS OF ART. SCHEDULE D PART III LINE 4 LOCATED IN THE UNIVERSITY CENTER, THE WIDENER UNIVERSITY ART COLLECTION AND GALLERY HOUSES THE UNIVERSITY'S DIVERSE COLLECTION OF AMERICAN PAINTINGS AND THE ALFRED O. DESHONG COLLECTION OF EUROPEAN PAINTINGS AND ORIENTAL ART OBJECTS. IN ADDITION TO THE PERMANENT COLLECTION ON DISPLAY, ROTATING EXHIBITIONS OF CONTEMPORARY ART ARE HELD THROUGHOUT THE YEAR ALONG WITH RECEPTIONS TO MEET THE ARTISTS. THE ART MUSEUM PROVIDES NUMEROUS EDUCATIONAL OPPORTUNITIES TO OUR STUDENTS THROUGH ITS EXISTING COLLECTION AND DIVERSE ROTATING EXHIBITS AND SPECIAL SHOWINGS. IT ALSO PROVIDES CULTURAL ENRICHMENT TO THE FACULTY, STAFF AND SURROUNDING COMMUNITIES AS THE MUSEUM IS FREE AND OPEN TO THE PUBLIC. |
| ENDOWMENT FUNDS | PART V, LINE 4 | ENDOWMENT FUNDING SUPPORTS SCHOLARSHIPS, FACULTY DEVELOPMENT, CHAIRS, AWARDS, THE LIBRARY AS WELL AS OTHER INITIATIVES. |
| NONOPERATING ACTIVITY INCREASE | SCHEDULE D PART XI LINE 8 | CHANGE IN PENSION $4,041,770 |
| EXPENSES INCLUDED IN REVENUE | SCHEDULE D PART XII LINE 2d | RENTAL EXPENSE $379,649 NET SPECIAL FUNDRAISING EXPENSES 19,487 -------- TOTAL PART XII LINE 2d $399,136 |
| EXPENSES INCLUDED IN FINANCIAL STATEMENT REVENUE | SCHEDULE D PART XII LINE 4B | SCHOLARSHIPS $38,258,455 |
| EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT RETURN | SCHEDULE D PART XIII LINE 2d | RENTAL EXPENSE $379,649 NET SPECIAL FUNDRAISING EXPENSES 19,487 -------- TOTAL PART XII LINE 2d $399,136 |
| EXPENSES INCLUDED IN FINANCIAL STATEMENT REVENUE | SCHEDULE D PART XIII LIN 4b | SCHOLARSHIPS $38,258,455 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | OUR POLICY IS PUBLISHED IN ALL CATALOGS, PRINTED MATERIALS AND RADIO ADVERTISEMENTS. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | IN THE NORMAL COURSE OF BUSINESS, THE UNIVERSITY ROUTINELY RECEIVES FUNDING FROM FEDERAL, STATE AND LOCAL GOVERNMENTS FOR STUDENT FINANCIAL AID. ADDITIONALLY, THE UNIVERSITY RECEIVES GRANTS, INCLUDING EARMARKS FOR A NUMBER OF DIFFERENT INITIATIVES, PROGRAMS AND PROJECTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | LAW SCHOOL SUMMER PRGM | 57538 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | LAW SCHOOL SUMMER PRGM | 129184 |
| Sub-Saharan Africa | 0 | 0 | Program Services | LAW SCHOOL SUMMER PRGM | 39559 |
| East Asia and the Pacific | 0 | 0 | Program Services | EXCHANGE PROGRAM | 46786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 273067 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Phila. Alumni | NameOfEvent1 |
| Gross Receipts Event1 | 61000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16550 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44450 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 848 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 34956 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 10040 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 20805 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10211 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10594 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 200 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 60 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 8164 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2170 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 81805 | GrossReceiptsTotal |
| Charitable Contributions Total | 26761 | CharitableContributionsTotal |
| Gross Revenue Total Events | 55044 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 200 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 908 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 12164 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 34956 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12210 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63938 | DirectExpenseSummaryEvents |
| Net Income Summary | -8894 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 3174 | NumberOfRecipients |
| Amount Of Cash Grant | 36682594 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES T HARRIS | |||||||||||||
| 315065 | 0 | 30000 | 0 | 39502 | 0 | 124500 | 0 | 97798 | 0 | 606865 | 0 | 0 | 0 |
| JOSEPH J BAKER | |||||||||||||
| 235700 | 0 | 10000 | 0 | 30255 | 0 | 24500 | 0 | 41341 | 0 | 341796 | 0 | 0 | 0 |
| BOBBIE JO ALLEN | |||||||||||||
| 226895 | 0 | 6000 | 0 | 36695 | 0 | 24500 | 0 | 18802 | 0 | 312892 | 0 | 0 | 0 |
| LINDA S DURANT | |||||||||||||
| 186690 | 0 | 6000 | 0 | 37870 | 0 | 21226 | 0 | 16129 | 0 | 267915 | 0 | 0 | 0 |
| LINDA L AMMONS | |||||||||||||
| 225493 | 0 | 0 | 0 | 36327 | 0 | 24500 | 0 | 19441 | 0 | 305761 | 0 | 0 | 0 |
| FRED A AKL | |||||||||||||
| 185928 | 0 | 1000 | 0 | 15010 | 0 | 17994 | 0 | 31177 | 0 | 251109 | 0 | 0 | 0 |
| MICHAEL J SLINGER | |||||||||||||
| 178672 | 0 | 0 | 0 | 9518 | 0 | 13908 | 0 | 72528 | 0 | 274626 | 0 | 0 | 0 |
| STEPHEN C WILHITE | |||||||||||||
| 170446 | 0 | 1000 | 0 | 8694 | 0 | 14839 | 0 | 25926 | 0 | 220905 | 0 | 0 | 0 |
| RONALD L MERSKY | |||||||||||||
| 179461 | 0 | 0 | 0 | 5412 | 0 | 8591 | 0 | 17803 | 0 | 211267 | 0 | 0 | 0 |
| J PATRICK KELLY | |||||||||||||
| 153923 | 0 | 0 | 0 | 26883 | 0 | 16334 | 0 | 22215 | 0 | 219355 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TRAVEL AND ENTERTAINMENT POLICY | SCHEDULE J PART I | The University maintains a written accountable policy regarding the payment or reimbursement of travel and entertainment expenses, including airline and rail travel, companion travel, international travel, social and health clubs, maid service, and business meals, meetings and entertainment. The University's President reviews and approves the travel and entertainment expenses for all University's Vice Presidents. The University's Vice Presidents review and approve the travel and entertainment expenses for their respective staff. It is important to note the President's travel and entertainment expenses are reviewed and approved by the University's Board Chairperson. |
| HOUSING | THE PRESIDENT OF THE UNIVERSITY IS PROVIDED HOUSING AS REQUIRED AS PART OF HIS EMPLOYMENT. THE USE OF THE HOUSE IS EXCLUDED FROM INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 119(a)(2). THE FAIR RENTAL VALUE OF THE HOUSING IS $35,000. BUSINESS EXPENSES ARE COVERED UNDER THE UNIVERSITY'S TRAVEL AND ENTERTAINMENT EXPENSE POLICY. | |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J PART I LINE 4b | THE BOARD OF TRUSTEES HAS APPROVED A SUPPLEMENTAL RETIREMENT PLAN FOR THE PRESIDENT. THE UNIVERSITY ACCRUED A CONTRIBUTION OF $100,000 TO THE PLAN. THE PRESIDENT IS NOT CURRENTLY VESTED IN THE PLAN AND IT IS SUBJECT TO FORFEITURE. PRESIDENT COMPENSATION 2009-2010 AT THE PRESIDENT'S REQUEST, THE BOARD OF TRUSTEES AGREED TO KEEP PRESIDENT HARRIS' SALARY AND BENEFITS FOR 2009/10 AT THE SAME LEVEL AS 2008/09. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| PHEFA REVENUE BONDS SERIES 2003 | ||||||
| 232243852 | 70917NXJ8 | 2003-10-01 | 51590981 | SCIENCE & ENGINEERING FACILITY | false | false |
| PHEFA REVENUE BONDS SERIES 2005 | ||||||
| 232243852 | 70917NZ56 | 2005-02-01 | 34239090 | DORMITORY & PHYSICAL EDUCATION | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 51590981 | 4687859 | 32218908 | 0 | 277558 | 0 | 14054101 | 2005 | false | true | true | true |
| 34239090 | 3346310 | 0 | 0 | 227750 | 0 | 30449130 | 2006 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|
| false | false | false | false | false | true | ||
| false | false | false | false | false | true | 0.00350 | 0.00350 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | true |
| false | false | false | false | false | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES T HARRIS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OFFICER | Relationship |
| Amount Of Transaction | 38000 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION PAID TO SPOUSE | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 63279 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, LINE 9 | Identifier |
| Explanation | The university occassionally receives gifts of stock. The university sells the stock through a brokerage account. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Conflict of Interest Policy | FORM 990 PART VI SECTION B LINE 12c | The University has conflict of interest policies for the Board of Trustees, Officers, Key Employees, full-time staff, and part-time staff involved in purchasing. The Board of Trustees complete the conflict of interest disclosure form on an annual basis, and the disclosure forms are received and reviewed by the Trusteeship Committee. The results of the review are then reported to the Board's Executive Committee, which in turns reports the results to the full Board of Trustees. The process, review and reporting for the Officers and Key Employees is the same as the Board of Trustees. All full-time staff and part-time staff involved in purchasing complete a disclosure form annually, and these are collected and reviewed by the Associate Vice President-Administration. He then reports the findings to the Senior Vice President-Administration & Finance and the President of the University. A report is then made by the Senior Vice President-Administration & Finance to the Finance and Administration Committee of the Board, which then reports the findings to the full Board of Trustees. |
| Compensation Process | FORM 990 PART VI SECTION B LINE 15b | It is the policy of the Widener University and its Board of Trustees (Board) to compensate its executives in accordance with the market and in relation to experience, service and accomplishment both prior to, and during, their service to the university. The Board's use of CUPA and similar indices is for guidance purposes, taking into consideration that the positions reported therein are not, in many instances, equivalent to the executive positions at the University. Thus, when an individual executive acquires additional responsibilities above and beyond those traditionally associated with the general category set forth in the comparative indices, the Board may consider and award appropriate compensation. Exceptions to this policy can occur where special expertise, accomplishment or experiences are required in a particular position or an urgent need has arisen justifying, in the Board's analysis, compensation at a level in excess of the policy range adopted by the Board. When such exceptions arise, the Board shall set forth a statement of their reasoning supporting the departure from the established Executive Compensation Policy. Finally, the Board, in every third year, will engage an outside consultant to verify that total compensation paid to the executives of the University is fair and reasonable. |
| Process to Review Form 990 | FORM 990 PART VI SECTION B LINE 11 | Once a draft of the IRS Form 990 is completed and reviewed by our independent tax advisors, it is reviewed by both the Audit and Finance & Administration Committees of the Board of Trustees. It is then reviewed with the full Board of Trustees at its next meeting (normally the May meeting). The Form 990 is not filed until the full Board of Trustees has reviewed it with management. |
| Documents made Available to the General Public | FORM 990 PART VI SECTION C LINE 19 | The University makes available to the public on its website the university's Articles of Incorporation, the conflict of interest policy, the executive compensation policy, the Form 990, the Form 990-T and the University's audited financial statements. |
| TAX EXEMPT BONDS | FORM 990 SCHEDULE K PART I | PHEFA REVENUE BOND, SERIES OF 2003: THE BOND WAS ORIGINALLY ISSUED IN 2003 WITH STAGGERING MATURITY DATES FROM 2008 - 2036. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. PHEFA REVENUE BOND, SERIES OF 2005: THE BOND WAS ORIGINALLY ISSUED IN 2005 WITH STAGGERING MATURITY DATES FROM 2007 - 2039. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| THE NEUROPSYCOLOGY ASSESSMENT CENTER | |||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 421682886 | EDUCATION | PA | 501(C)(3) | 509(A)(2) | WIDENER UNIV |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |||||||||
| ONE UNIVERSITY AVANUE | CHESTER | PA | 19013 | 421705892 | SCHOOL | PA | 501(C)(3) | 509(a)(1) | Widener Univ |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PROVIDENCE ENTERPRISES INC | |||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 510260604 | INACTIVE | PA | WIDENER UNIV | C CORP | 0 | 0 | 1.00000 |
| ACNP CORP | |||||||||||
| ONE UNIERSITY PLACE | CHESTER | PA | 19013 | 232540747 | RESTAURANT | PA | WIDENER UNIV | C CORP | 17691 | 10146 | 1.00000 |
| UNIVERSITY TECHNOLOGY PARK INC | |||||||||||
| 1350 EDGEMONT AVENUE SUITE 1300 | CHESTER | PA | 19013 | 233045605 | REAL ESTATE | PA | NA | C CORP | -15060 | 3132932 | 0.50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| I | 550000 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| K | 123194 |
| THE NEUROPSYCOLOGY ASSESSMENT CENTER | |
| K | 7146 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| P | 2276266 |
| THE NEUROPSYCOLOGY ASSESSMENT CENTER | |
| P | 148871 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| B | 85000 |