FRANKLIN & MARSHALL COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN & MARSHALL COLLEGE (EIN 23-1352635)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201101329349301340
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T11:21:47-05:00 | 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 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | 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 | 231352635 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franklin & Marshall College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 7172913925 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3003 | AddressLine1 |
| City | Lancaster | City |
| State | PA | State |
| ZIP Code | 176043003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Helen Y Bowman | Name |
| Title | VP of Finance | Title |
| Phone | 7173584756 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032868000 | 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 | Daniel R Porterfield PhD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3003 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176043003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 254671373 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.FANDM.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1787 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2314 | TotalNbrEmployees |
| Total Nbr Volunteers | 1770 | TotalNbrVolunteers |
| Total Gross UBI | 233530 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -45781 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21362745 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 24592430 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 102327920 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 109057162 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -19185963 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6163831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4138333 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1772856 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 108643035 | TotalRevenuePriorYear |
| Total Revenue Current Year | 141586279 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22486156 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25511634 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 57360664 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58888352 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5135818 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 47156695 | OtherExpensePriorYear |
| Other Expenses Current Year | 46844120 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 127003515 | TotalExpensesPriorYear |
| Total Expenses Current Year | 131244106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18360480 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10342173 | RevenuesLessExpensesCY |
| Total Assets BOY | 568413985 | TotalAssetsBOY |
| Total Assets EOY | 601307900 | TotalAssetsEOY |
| Total Liabilities BOY | 173671496 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 171980295 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 394742489 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 429327605 | NetAssetsOrFundBalancesEOY |
| Mission Description | FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 38079877 | Expense |
| Grants | 27084 | Grants |
| Revenue | 90801842 | Revenue |
| Description | INSTRUCTION. THE COLLEGE GRANTS BACHELOR OF ARTS DEGREES. TOTAL FULL-TIME ENROLLMENT OF THE COLLEGE WAS APPROXIMATELY 2,132 STUDENTS. 472 STUDENTS GRADUATED IN MAY 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25993480 | Expense |
| Grants | 25091439 | Grants |
| Revenue | 54115 | Revenue |
| Description | FINANCIAL AID. APPROXIMATELY 63% OF STUDENTS RECEIVED SOME FORM OF FINANCIAL AID DURING THE 2009-2010 SCHOOL YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13565919 | Expense |
| Grants | 292296 | Grants |
| Revenue | 9052 | Revenue |
| Description | STUDENT SERVICES. THE COLLEGE PROVIDES SERVICES SUCH AS AN INFIRMARY, COUNSELING, CAREER SERVICES, AND STUDENT ACTIVITIES TO EACH STUDENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 22146720 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 100815 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 18209551 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 99785996 | 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 | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | 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 | 589 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2314 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREGORY L FULMER | NamePerson |
| Telephone Number | 7173584794 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 RACE AVE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| REED D AUERBACH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PAMELA G BAILEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| THOMAS E BEEMAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| LAWRENCE I BONCHEK | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| STANLEY M BRAND ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT J BROOKS SR | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| JOHN F BURNESS | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| DANIEL B BURTON | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | X | ||
| ROBERT D CARL III | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| STANLEY V CHESLOCK JR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RONALD M DRUKER | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| KENNETH M DUBERSTEIN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DR STANLEY J DUDRICK | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DAVID L ELGART | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT L FREEDMAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DALE F FREY | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | X | ||
| JOHN A FRY | ||||||||
| PRESIDENT | 60.0 | X | 525367 | 0 | 349220 | X | ||
| RICHARD M FULLER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOHN H GLICK MD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| WILLIAM H GRAY III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BRIAN HARD | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| PATRICIA E HARRIS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BRETT S HARWOOD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| SUSAN K KLEHR | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| ANTHONY I KREISEL | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| BARRY S LAFER ESQ | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| STANLEY L LEVIN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| LES J LIEBERMAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ARTHUR J MACBRIDE III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PATRICIA A MCCONNELL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DOUGLAS J MCCORMACK ESQ | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| KENNETH B MEHLMAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ERIC W NOLL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RAYMOND A SANSEVERINO ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| EDWARD M SATELL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| LAURENCE A SHADEK | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| HENRY B DUP SMITH | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| ROBERT H SMITH | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| WILEY W SOUBA MD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ANDREW P STEFFAN | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| H ART TAYLOR ESQ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PAUL W WARE | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| SUSAN L WASHBURN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| COLLEEN R WEIS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BENJAMIN J WINTER | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| FRANCES D WOLF | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| W KIRK WYCOFF | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| LINDA YARDEN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DONALD R ZIEGLER | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | X | ||
| KEITH ORRIS | ||||||||
| VP-Adm & Ext. Affairs | 60.0 | 215444 | 0 | 69178 | X | |||
| LEWIS E THAYNE | ||||||||
| VP-College Adv | 60.0 | 227482 | 0 | 79335 | X | |||
| ANN STEINER | ||||||||
| PROVOST/DEAN | 60.0 | 199878 | 0 | 101997 | X | |||
| HELEN Y BOWMAN | ||||||||
| VP-FIN/TREAS | 60.0 | 203937 | 0 | 75850 | X | |||
| KENT TRACHTE | ||||||||
| DEAN OF COLLEGE | 60.0 | 180549 | 0 | 54398 | X | |||
| NANCY COLLINS | ||||||||
| VP-COLL COMM | 60.0 | 169606 | 0 | 52363 | X | |||
| SARA HARBERSON | ||||||||
| VP-ENROLL/DEAN | 60.0 | 154645 | 0 | 34544 | X | |||
| RICHARD A FLUCK | ||||||||
| ASSOC DEAN | 40.0 | 167574 | 0 | 40213 | X | |||
| MARIANNE L KELLY | ||||||||
| DIR-STUD HLT | 40.0 | 161504 | 0 | 35994 | X | |||
| D GRIER STEPHENSON | ||||||||
| PROF-GOVT | 40.0 | 157726 | 0 | 39225 | X | |||
| STANLEY A MERTZMAN | ||||||||
| PROF-E & E | 40.0 | 158624 | 0 | 34122 | X | |||
| ALAN S CANIGLIA | ||||||||
| SR ASSOC DEAN | 40.0 | 147882 | 0 | 48345 | X | |||
| THOMAS J KINGSTON JR | ||||||||
| FORMER VP | 367880 | 0 | 9285 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3038098 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1024069 | TotalOtherCompensation |
| Number Individuals GT100 K | 69 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION COMPANY | |||||
| 1835 MARKET ST 21ST FL | PHILADELPHIA | PA | 19103 | GEN MGR-CONSTRUCTION | 5714048 |
| SODEXO INC AND AFFILIATES | |||||
| 4880 PAYSHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SVCS MGMT | 5175128 |
| ARAMARK | |||||
| 135 NEW ROAD PO BOX 33170 | NEWARK | NJ | 07188 | JANITORIAL SVCS | 1687201 |
| JAMES STREET HOUSING LP | |||||
| 595 EAST LANCASTER AVENUE 203 | ST DAVIDS | PA | 19087 | HOUSING RENTAL | 1507283 |
| ROBERT A M STERN ARCHITECTS | |||||
| 460 WEST 34TH STREET | NEW YORK | NY | 10001 | ARCHITECTS | 2198556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 42 | NumberOfContractorsGT100K |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 5700305 | GovernmentGrants |
| All Other Contributions | 18892125 | AllOtherContributions |
| Noncash Contributions | 2611177 | NoncashContributions |
| Total Contributions | 24592430 | 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 | 900099 | 90801842 | 90801842 | ||
| AUXILIARY OPERATIONS | 721310 | 17994634 | 17407123 | 233530 | $353,981 |
| COMPUTER STORE | 900099 | 206571 | $206,571 | ||
| STUDENT LOAN INCOME | 900099 | 54115 | 54115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 109057162 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4721448 | TotalRevenueColumn |
| Exclusion | $4,721,448 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61270 | TotalRevenueColumn |
| Exclusion | $61,270 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 823 | TotalRevenueColumn |
| Exclusion | $823 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 192808 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59992 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 132816 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132816 | TotalRevenueColumn |
| Exclusion | $132,816 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 114365725 | Securities |
| Other | 40490 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112961102 | Securities |
| Other | 64000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1404623 | Securities |
| Other | -23510 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1381113 | TotalRevenueColumn |
| Exclusion | $1,381,113 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PROJECT REIMBURSEMENTS | 900099 | 391358 | 391358 | |
| RESEARCH | 900099 | 537354 | $537,354 | |
| MISCELLANEOUS | 900099 | 375344 | $375,344 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 335161 | TotalRevenueColumn |
| Related Or Exempt Function Income | 152987 | RelatedOrExemptFunctionIncome |
| Exclusion | $182,174 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1639217 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141586279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108807425 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 233530 | UnrelatedBusinessRevenue |
| Exclusion | $7,952,894 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65125 | Total |
| Program Services | 65125 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20546952 | Total |
| Program Services | 20546952 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4899557 | Total |
| Program Services | 4899557 | ProgramServices |
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 | 2660118 | Total |
| Program Services | 471167 | ProgramServices |
| Management And General | 1598086 | ManagementAndGeneral |
| Fundraising | 590865 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50081 | Total |
| Management And General | 39628 | ManagementAndGeneral |
| Fundraising | 10453 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40626717 | Total |
| Program Services | 32005779 | ProgramServices |
| Management And General | 6490412 | ManagementAndGeneral |
| Fundraising | 2130526 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4404441 | Total |
| Program Services | 3382473 | ProgramServices |
| Management And General | 766583 | ManagementAndGeneral |
| Fundraising | 255385 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8095833 | Total |
| Program Services | 6585757 | ProgramServices |
| Management And General | 1031945 | ManagementAndGeneral |
| Fundraising | 478131 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3051162 | Total |
| Program Services | 2249804 | ProgramServices |
| Management And General | 622387 | ManagementAndGeneral |
| Fundraising | 178971 | 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 | 321895 | Total |
| Management And General | 321895 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102650 | Total |
| Management And General | 102650 | 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 | 940155 | Total |
| Management And General | 940155 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5064930 | Total |
| Program Services | 1611769 | ProgramServices |
| Management And General | 3160487 | ManagementAndGeneral |
| Fundraising | 292674 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24310 | Total |
| Program Services | 15348 | ProgramServices |
| Management And General | 8962 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3161215 | Total |
| Program Services | 1791129 | ProgramServices |
| Management And General | 1071921 | ManagementAndGeneral |
| Fundraising | 298165 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1687219 | Total |
| Program Services | 295394 | ProgramServices |
| Management And General | 1378545 | ManagementAndGeneral |
| Fundraising | 13280 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5053169 | Total |
| Program Services | 2732696 | ProgramServices |
| Management And General | 2320473 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2164945 | Total |
| Program Services | 1842337 | ProgramServices |
| Management And General | 162744 | ManagementAndGeneral |
| Fundraising | 159864 | 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 | 2983 | Total |
| Program Services | 2983 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6460684 | Total |
| Program Services | 3873680 | ProgramServices |
| Management And General | 2583237 | ManagementAndGeneral |
| Fundraising | 3767 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6020405 | Total |
| Program Services | 4809352 | ProgramServices |
| Management And General | 859449 | ManagementAndGeneral |
| Fundraising | 351604 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389486 | Total |
| Program Services | 188406 | ProgramServices |
| Management And General | 201080 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 4801021 | 4555806 | 71080 | 174135 |
| REPAIRS & EQUIPMENT MAINT | 2251261 | 747268 | 1502865 | 1128 |
| EQUIPMENT & BOOKS | 2292966 | 2164146 | 121485 | 7335 |
| OFF CAMPUS PROGRAMS | 3260739 | 3260739 | ||
| MISCELLANEOUS EXPENSES | 730820 | 141470 | 543256 | 46094 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2113267 | Total |
| Program Services | 1546859 | ProgramServices |
| Management And General | 422967 | ManagementAndGeneral |
| Fundraising | 143441 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131244106 | Total |
| Program Services | 99785996 | ProgramServices |
| Management And General | 26322292 | ManagementAndGeneral |
| Fundraising | 5135818 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91656 | BOY |
| EOY | 90740 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34938296 | BOY |
| EOY | 33765801 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25066414 | BOY |
| EOY | 23432471 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3556661 | BOY |
| EOY | 2175902 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1592917 | BOY |
| EOY | 1340843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 270105329 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62938549 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198891027 | BOY |
| EOY | 207166780 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135207639 | BOY |
| EOY | 137357931 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144788189 | BOY |
| EOY | 177769211 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5357842 | BOY |
| EOY | 14392614 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18923344 | BOY |
| EOY | 3815607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568413985 | BOY |
| EOY | 601307900 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6730880 | BOY |
| EOY | 7557263 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12784992 | BOY |
| EOY | 13309719 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110335527 | BOY |
| EOY | 106562574 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3821225 | BOY |
| EOY | 3462258 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39998872 | BOY |
| EOY | 41088481 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173671496 | BOY |
| EOY | 171980295 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199030773 | BOY |
| EOY | 224720710 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115923345 | BOY |
| EOY | 118166389 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79788371 | BOY |
| EOY | 86440506 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394742489 | BOY |
| EOY | 429327605 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568413985 | BOY |
| EOY | 601307900 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $156,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 156000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B, LINE 1I | Identifier |
| Explanation | CONSULTING SERVICES TO OBTAIN PENNSYLVANIA STATE AND FEDERAL GOVERNMENT FUNDS FOR LAND USE AND DEVELOPMENT. | 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 Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 218624340 | BeginningOfYearBalance |
| Contributions | 9166653 | Contributions |
| Investment Earnings Or Losses | 24698126 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4237472 | GrantsOrScholarships |
| Other Expenditures | 11710606 | OtherExpenditures |
| Administrative Expenses | 1105951 | AdministrativeExpenses |
| End Of Year Balance | 235435090 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 298851446 | BeginningOfYearBalance |
| Contributions | 1213383 | Contributions |
| Investment Earnings Or Losses | -63623736 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4525919 | GrantsOrScholarships |
| Other Expenditures | 12139342 | OtherExpenditures |
| Administrative Expenses | 1151492 | AdministrativeExpenses |
| End Of Year Balance | 218624340 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39910 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.60090 | 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 | 13047863 | OtherCostOrOtherBasis |
| Book Value | 13047863 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1046836 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 201140284 | OtherCostOrOtherBasis |
| Depreciation | 38208195 | Depreciation |
| Book Value | 163978925 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39392376 | OtherCostOrOtherBasis |
| Depreciation | 23682724 | Depreciation |
| Book Value | 15709652 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15477970 | OtherCostOrOtherBasis |
| Depreciation | 1047630 | Depreciation |
| Book Value | 14430340 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 207166780 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ABSOLUTE RETURN | 59113936 | F |
| US EQUITIES | 38969643 | F |
| NON-US EQUITIES | 28077569 | F |
| PRIVATE EQUITY | 24834142 | F |
| REAL ASSETS | 15134151 | F |
| BENEFICIAL INTEREST IN PERP | 11639770 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 177769211 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTRETIREMENT BENEFIT OBLIGAT | $22,089,262 |
| ANNUITY OBLIGATIONS | $12,570,391 |
| FIN 47 OBLIGATION | $6,421,328 |
| MORTGAGE GUARANTEE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41088481 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART III, LINE 1A - TERMS FOR NOT REPORTING ASSETS PER SFAS 116 | COLLECTION ITEMS CONSIST OF ARTWORKS, RARE BOOKS, AND OTHER OBJECTS THAT HAVE COME TO THE COLLEGE AND MILLPORT CONSERVANCY PRINCIPALLY THROUGH GIFTS, ALTHOUGH SOME WERE PURCHASED AND CERTAIN OF THE COLLECTIONS WERE RECEIVED IN TRUST. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION AND EDUCATION AND IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. EACH OF THE ITEMS IS CATALOGUED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION'S INSURANCE - APPRAISED VALUE IS APPROXIMATELY $7,486,000. (NOTE: THE VALUE IS $7,206,782 FOR THE COLLEGE ALONE.) THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION IN ACCORDANCE WITH ACCOUNTING GUIDELINES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS REDUCTIONS IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. NO COLLECTION ITEMS WERE DEACCESSED DURING 2010 OR 2009. |
| PART III, LINE 4 - COLLECTIONS AND RELATION TO EXEMPT PURPOSE | THE COLLEGE'S COLLECTIONS CONTAIN REGIONAL AND INTERNATIONAL WORKS OF ART, RARE BOOKS, CULTURAL OBJECTS, AND HISTORICAL OBJECTS. THEY ADVANCE THE INSTRUCTIONAL, ACADEMIC SUPPORT, AND PUBLIC SERVICE PURPOSES OF THE COLLEGE BY EXHIBITION AND USE BY FACULTY, STUDENTS, AND THE COMMUNITY, VIA LOCAL AND ONLINE ACCESS. |
| PART IV, LINE 2B - ESCROW LIABILITY ARRANGEMENT EXPLANATION | THESE FUNDS ARE DEPOSITS HELD IN CUSTODY FOR OTHERS, FRANKLIN & MARSHALL ACTING AS AGENT. |
| PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS | OF THE TOTAL ENDOWMENT, 27% IS INTENDED FOR STUDENT AID, 21% FOR GENERAL UNRESTRICTED PURPOSES, 17% FOR OPERATIONS AND MAINTENANCE, 15% FOR INSTRUCTION, AND THE REMAINDER FOR MISCELLANEOUS RESTRICTED PURPOSES. |
| PART X, LINE 2 - TEXT OF FIN 48 FOOTNOTE | THE COLLEGE ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH ASC 740, INCOME TAXES. THE COLLEGE DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. |
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 | THE COLLEGE COMPLIES WITH SECTION 4.03 BECAUSE A) STUDENTS ARE DRAWN FROM A LARGE GEOGRAPHIC AREA, AND B) THE COLLEGE COMPLIES WITH SECTION 4.02 REQUIREMENTS. | 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 | THE COMMONWEALTH OF PENNSYLVANIA ANNUALLY PROVIDES AN INSTITUTIONAL ASSISTANCE GRANT TO THOSE INSTITUTIONS THAT DO NOT RECEIVE FUNDING FROM THE STATE VIA BUDGET APPROPRIATION. THIS GRANT IS BASED ON THE TOTAL NUMBER OF STUDENTS RECEIVING STATE HIGHER EDUCATION GRANTS. THE COMMONWEALTH OF PENNSYLVANIA ANNUALLY PROVIDES AN INSTITUTIONAL ASSISTANCE GRANT TO THOSE INSTITUTIONS WHO DO NOT RECEIVE FUNDING FROM THE STATE VIA BUDGET APPROPRIATION. THIS GRANT IS BASED ON THE TOTAL NUMBE OF STUDENTS RECEIVING STATE HIGHER EDUCATION GRANTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (31 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | ADMIS RECRUITMENT | 3560 |
| East Asia and the Pacific | Program Services | ADMIS RECRUITMENT | 8900 |
| Europe (Including Iceland and Greenland) | Program Services | ADMIS RECRUITMENT | 400 |
| Middle East and North Africa | Program Services | ADMIS RECRUITMENT | 7120 |
| North America | Program Services | ADMIS RECRUITMENT | 3645 |
| Russia and the Newly Independent States | Program Services | ADMIS RECRUITMENT | 1780 |
| South America | Program Services | ADMIS RECRUITMENT | 5340 |
| South Asia | Program Services | ADMIS RECRUITMENT | 3560 |
| Europe (Including Iceland and Greenland) | Program Services | ALUMNI SERVICES | 214 |
| Central America and the Caribbean | Program Services | INVESTMENTS | 0 |
| Europe (Including Iceland and Greenland) | Program Services | PROGRAM DEVELOPMENT | 2691 |
| East Asia and the Pacific | Program Services | RESEARCH | 5946 |
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH | 2649 |
| Sub-Saharan Africa | Program Services | SOCCER PROJECT | 24893 |
| Central America and the Caribbean | Program Services | STUDY-ABROAD FEES | 108734 |
| East Asia and the Pacific | Program Services | STUDY-ABROAD FEES | 467209 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY-ABROAD FEES | 2337855 |
| Middle East and North Africa | Program Services | STUDY-ABROAD FEES | 146869 |
| Russia and the Newly Independent States | Program Services | STUDY-ABROAD FEES | 9817 |
| South America | Program Services | STUDY-ABROAD FEES | 115250 |
| South Asia | Program Services | STUDY-ABROAD FEES | 12480 |
| Sub-Saharan Africa | Program Services | STUDY-ABROAD FEES | 127243 |
| Central America and the Caribbean | Grantmaking | 185511 | |
| East Asia and the Pacific | Grantmaking | 2095127 | |
| Europe (Including Iceland and Greenland) | Grantmaking | 577579 | |
| Middle East and North Africa | Grantmaking | 180809 | |
| North America | Grantmaking | 583 | |
| Russia and the Newly Independent States | Grantmaking | 83574 | |
| South America | Grantmaking | 205145 | |
| South Asia | Grantmaking | 825768 | |
| Sub-Saharan Africa | Grantmaking | 745461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 8295712 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (25 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|---|---|---|
| STUDENT SCHOLARSHIPS | Cent. America/Caribbean | 4 | 145961 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | East Asia/Pacific | 71 | 1786080 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | Europe/Iceland/Greenland | 18 | 457887 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | Middle East/North Africa | 5 | 155172 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | Russia | 2 | 75574 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | South America | 5 | 174895 | REDUCTION OF | BOOK | ||
| STUDENT SCHOLARSHIPS | South Asia | 25 | 730904 | REDUCTION TO | BOOK | ||
| STUDENT SCHOLARSHIPS | Sub-Saharan Africa | 19 | 623416 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | Cent. America/Caribbean | 4 | 12000 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | East Asia/Pacific | 65 | 235181 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | Europe/Iceland/Greenland | 15 | 54250 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | Middle East/North Africa | 5 | 12337 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | Russia | 1 | 3000 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | South America | 5 | 16500 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | South Asia | 24 | 92850 | REDUCTION TO | BOOK | ||
| STUDENT LOANS | Sub-Saharan Africa | 18 | 71000 | REDUCTION TO | BOOK | ||
| STUDENT RESEARCH AND TRAVEL GRANTS | Cent. America/Caribbean | 8 | 20050 | PAYMENTS OF | COST | 7500 | CHECKS |
| STUDENT RESEARCH AND TRAVEL GRANTS | East Asia/Pacific | 15 | 59700 | PAYMENTS TO | COST | 14166 | CHECKS |
| STUDENT RESEARCH AND TRAVEL GRANTS | Europe/Iceland/Greenland | 22 | 40450 | PAYMENTS TO | COST | 24992 | CHECKS |
| STUDENT RESEARCH AND TRAVEL GRANTS | North America | 1 | 583 | CHECKS | |||
| STUDENT RESEARCH AND TRAVEL GRANTS | Middle East/North Africa | 3 | 13100 | PAYMENTS TO | COST | 200 | CHECKS |
| STUDENT RESEARCH AND TRAVEL GRANTS | Russia | 1 | 3865 | PAYMENTS TO | COST | 1135 | CHECKS |
| STUDENT RESEARCH AND TRAVEL GRANTS | South America | 4 | 13750 | PAYMENTS TO | COST | ||
| STUDENT RESEARCH AND TRAVEL GRANTS | South Asia | 2 | 2014 | CHECKS | |||
| STUDENT RESEARCH AND TRAVEL GRANTS | Sub-Saharan Africa | 11 | 50045 | PAYMENTS TO | COST | 1000 | CHECKS |
Form990 Schedule F Part IV Form990ScheduleFPartIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE F, PART I, LINE 2 | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | STUDENT SCHOLARSHIPS AND LOANS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. TRAVEL AND STUDENT RESEARCH GRANTS REQUIRE SUBSTANTIATION. |
| SCHEDULE F, PART I, LINE 3, COLUMN F | TOTAL EXPENDITURES FOR REGION | EXPENDITURES ARE REPORTED BASED ON THE COLLEGE'S ACCRUAL METHOD OF ACCOUNTING. |
| SCHEDULE F, PART III | ACCOUNTING FOR CASH AND NONCASH ASSISTANCE | PAYMENTS/REIMBURSEMENTS MADE DIRECTLY TO RECIPIENTS ARE CONSIDERED CASH ASSISTANCE. PAYMENTS TO VENDORS TO BENEFIT RECIPIENTS, OR THE PURCHASE OF NONCASH ITEMS TO BE GIVEN TO RECIPIENTS ARE CONSIDERED NONCASH ASSISTANCE. |
| SCHEDULE F, PART III, COLUMN C | NUMBER OF RECIPIENTS | THE NUMBER OF RECIPIENTS FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS IS BASED ON FINANCIAL AID RECORDS OF RECIPIENTS. THE NUMBER OF RECIPIENTS FOR STUDENT RESEARCH AND TRAVEL GRANTS IS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH GRANTS) AND/OR THE NUMBER OF RESEARCH PROJECTS FUNDED (CASH AND NONCASH GRANTS). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| FULTON THEATRE | ||||||||
| PO BOX 1865 | LANCASTER | PA | 176081865 | 231631733 | 501(c)(3) | 12500 | BOOK | STAGE PRODUCTION |
| LANCASTERARTS | ||||||||
| 202 N Prince St | Lancaster | PA | 17603 | 261313073 | 501(c)(3) | 20000 | BOOK | GENERAL SUPPORT |
| US PRO SQUASH | ||||||||
| 19 Tech Circle | NATICK | MA | 01760 | 271243400 | (FOR PROFIT) | 13350 | BOOK | TOURNAMENT SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| STUDENT SCHOLARSHIPS | 1041 | 339 | 20374343 | BOOK | REDUCED TUITION/FEES |
| PRIZES AND AWARDS | 239 | 83071 | 18163 | COST | NONCASH PRIZES |
| STUDENT RESEARCH AND TRAVEL GRANTS | 62 | 51877 | 19159 | COST | SUPPLIES, TRAVEL ARR |
Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | STUDENT SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. TRAVEL & STUDENT RESEARCH GRANTS REQUIRE SUBSTANTIATION. |
| PART III - ACCOUNTING FOR CASH AND NONCASH ASSISTANCE | PAYMENTS/REIMBURSEMENTS DIRECTLY TO RECIPIENTS ARE CONSIDERED CASH ASSISTANCE. PAYMENTS TO VENDORS TO BENEFIT RECIPIENTS, OR THE PURCHASE OF NONCASH ITEMS TO BE GIVEN TO RECIPIENTS ARE CONSIDERED NONCASH ASSISTANCE. |
| PART III, COLUMN B - NUMBER OF RECIPIENTS | THE NUMBER OF RECIPIENTS FOR STUDENT SCHOLARSHIPS IS BASED ON FINANCIAL AID RECORDS OF RECIPIENTS. THE NUMBER OF RECIPIENTS FOR PRIZES AND AWARDS IS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH PRIZES/AWARDS), AND THE NUMBER OF RECIPIENTS BENEFITTED OR NUMBER OF ITEMS PURCHASED (NONCASH PRIZES/AWARDS). THE NUMBER OF RECIPIENTS FOR STUDENT RESEARCH AND TRAVEL GRANTS IS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH GRANTS); AND/OR THE NUMBER OF RESEARCH PROJECTS FUNDED (CASH AND NONCASH GRANTS). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A FRY | |||||||||||||
| 433455 | 0 | 60000 | 0 | 31912 | 0 | 200908 | 0 | 148312 | 0 | 874587 | 0 | 0 | 0 |
| KEITH ORRIS | |||||||||||||
| 207608 | 0 | 0 | 0 | 7836 | 0 | 48418 | 0 | 20760 | 0 | 284622 | 0 | 0 | 0 |
| LEWIS E THAYNE | |||||||||||||
| 226786 | 0 | 0 | 0 | 696 | 0 | 48679 | 0 | 30656 | 0 | 306817 | 0 | 0 | 0 |
| ANN STEINER | |||||||||||||
| 199460 | 0 | 0 | 0 | 418 | 0 | 42050 | 0 | 59947 | 0 | 301875 | 0 | 0 | 0 |
| HELEN Y BOWMAN | |||||||||||||
| 183602 | 0 | 20000 | 0 | 335 | 0 | 47637 | 0 | 28213 | 0 | 279787 | 0 | 0 | 0 |
| KENT TRACHTE | |||||||||||||
| 180158 | 0 | 0 | 0 | 391 | 0 | 38496 | 0 | 15902 | 0 | 234947 | 0 | 0 | 0 |
| NANCY COLLINS | |||||||||||||
| 169247 | 0 | 0 | 0 | 359 | 0 | 31012 | 0 | 21351 | 0 | 221969 | 0 | 0 | 0 |
| RICHARD A FLUCK | |||||||||||||
| 167574 | 0 | 0 | 0 | 0 | 0 | 25699 | 0 | 14514 | 0 | 207787 | 0 | 0 | 0 |
| MARIANNE L KELLY | |||||||||||||
| 161254 | 0 | 0 | 0 | 250 | 0 | 24356 | 0 | 11638 | 0 | 197498 | 0 | 0 | 0 |
| D GRIER STEPHENSON | |||||||||||||
| 157726 | 0 | 0 | 0 | 0 | 0 | 24242 | 0 | 14983 | 0 | 196951 | 0 | 0 | 0 |
| STANLEY A MERTZMAN | |||||||||||||
| 155844 | 0 | 0 | 0 | 2780 | 0 | 23610 | 0 | 10512 | 0 | 192746 | 0 | 0 | 0 |
| ALAN S CANIGLIA | |||||||||||||
| 145382 | 0 | 2500 | 0 | 0 | 0 | 22703 | 0 | 25642 | 0 | 196227 | 0 | 0 | 0 |
| THOMAS J KINGSTON JR | |||||||||||||
| 0 | 0 | 0 | 0 | 367880 | 0 | 0 | 0 | 9285 | 0 | 377165 | 0 | 347404 | 0 |
| SARA HARBERSON | |||||||||||||
| 144541 | 0 | 10000 | 0 | 104 | 0 | 31900 | 0 | 2644 | 0 | 189189 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE 4 | SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE COLLEGE'S IRC SECTION 457(F) PLAN DURING THE REPORTING YEAR: JOHN FRY FY09 $40,000 HELEN BOWMAN FY10 $19,055 NANCY COLLINS FY10 $10,000 SARA HARBERSON FY10 $14,500 THOMAS KINGSTON FY10 $366,928 KEITH ORRIS FY10 $15,000 ANN STEINER FY10 $10,000 LEWIS THAYNE FY10 $11,625 KENT TRACHTE FY10 $10,000 THE AMOUNTS FOR ALL OF THE INDIVIDUALS ABOVE EXCEPT THOMAS KINGSTON WERE ACCRUED DURING THE YEAR. MR. KINGSTON RECEIVED 457(F) PAYMENTS IN THE AMOUNT OF $366,928 IN CALENDAR YEAR 2009. |
| SCHEDULE J, PART III | PRESIDENT - HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE IN COLLEGE-OWNED PROPERTY. PERSONAL SERVICES FOR MAID/CLEANING SERVICES ARE PAID TO MAINTAIN AND REFRESH THE PROPERTY FOR COLLEGE EVENTS AND ACTIVITIES HELD AT THE RESIDENCE. THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. VP OF FINANCE - THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. VP FOR COLLEGE COMMUNICATIONS - COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. VP FOR ADMINISTRATIVE SERVICES & EXTERNAL AFFAIRS - THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. PROVOST & DEAN OF THE FACULTY - HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE IN COLLEGE-OWNED PROPERTY. PERSONAL SERVICES FOR MAID/CLEANING SERVICES ARE PAID TO MAINTAIN AND REFRESH THE PROPERTY FOR COLLEGE EVENTS AND ACTIVITIES HELD AT THE PROPERTY. COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. VP FOR COLLEGE ADVANCEMENT - THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. DEAN OF THE COLLEGE - COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. SENIOR ASSOCIATE DEAN OF THE COLLEGE/VICE PROVOST FOR PLANNING & INSTITUTIONAL RESEARCH - EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. PROFESSOR EARTH & ENVIRONMENT - EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Lancaster Higher Education Authority | ||||||
| 232224897 | 514328EE9 | 2003-01-29 | 9699267 | REFUND 5/4/1993 ISSUE | false | false |
| Lancaster Higher Education Authority | ||||||
| 232224897 | 514328FB4 | 2003-10-10 | 25328226 | REFUND 4/11/2002 ISSUE | false | false |
| Lancaster Higher Education Authority | ||||||
| 232224897 | 514328FY4 | 2006-05-01 | 56364018 | MULTIPLE - SEE SCHEDULE O | false | false |
| Lancaster Higher Education Authority | ||||||
| 232224897 | 514328GB3 | 2008-06-19 | 29891597 | MULTIPLE - SEE SCHEDULE O | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 9721635 | 0 | 0 | 0 | 199410 | 0 | 0 | 2003 | true | false | true | true |
| 25338267 | 0 | 0 | 0 | 324761 | 0 | 0 | 2003 | true | false | true | true |
| 57165704 | 0 | 0 | 0 | 598639 | 0 | 22802032 | 2007 | true | false | true | true |
| 30115035 | 0 | 0 | 331975 | 439501 | 0 | 28671865 | false | false | false |
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 | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | false | false | false | 0.03480 | 0.00000 | 0.03480 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | true |
| false | false | false | false | false | true |
| false | false | false | false | false | true |
| false | false | false | false | false | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CARA FRY | |||
| FAMILY OF PRES | 41813 | EMPLOYEE COMPENSATION | false |
| THE PHILLIPS GROUP | |||
| CEO IS FMR TRUSTEE | 508146 | PURCHASES, ETC. | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 282 | NumberOfContributions |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 90 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2228039 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 325198 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ARCHIVAL RECORDS | 1 | 0 | SEE PART II |
| X | MUSICAL INSTRUMENTS | 2 | 37440 | FAIR VALUE |
| X | EVENT TICKETS | 12 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE M, PART I, COLUMN B | NUMBER OF CONTRIBUTIONS | THE NUMBER OF CONTRIBUTIONS IS COMPRISED OF THE NUMBER OF ITEMS RECEIVED, EXCEPT FOR ARCHIVAL RECORDS AND CERTAIN ART CONTRIBUTIONS WHICH CONSISTED OF A GROUP OF WORKS AND WERE COUNTED AS A SINGLE CONTRIBUTION. |
| SCHEDULE M, PART I, LINE 32B | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | A THIRD PARTY IS USED TO PROCESS AND SELL CONTRIBUTIONS OF SECURITIES. DURING ACCESSION AND DEACCESSION OF COLLECTION ITEMS, APPRAISERS AND AUCTION SERVICES HAVE BEEN USED. |
| SCHEDULE M, PART I, LINE 33 | EXPLANATION FOR NOT REPORTING REVENUE | THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF COLLECTION ITEMS BECAUSE COLLECTIONS ARE NOT CAPITALIZED AS ALLOWED UNDER SFAS 116. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES | FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL EDUCATION. ITS AIMS ARE TO INSPIRE IN YOUNG PEOPLE OF HIGH PROMISE AND DIVERSE BACKGROUNDS A GENUINE AND ENDURING LOVE FOR LEARNING, TO TEACH THEM TO READ, WRITE, AND THINK CRITICALLY, TO INSTILL IN THEM THE CAPACITY FOR BOTH INDEPENDENT AND COLLABORATIVE ACTION, AND TO EDUCATE THEM TO EXPLORE AND UNDERSTAND THE NATURAL, SOCIAL, AND CULTURAL WORLDS IN WHICH THEY LIVE. IN SO DOING, THE COLLEGE SEEKS TO FOSTER IN ITS STUDENTS QUALITIES OF INTELLECT, CREATIVITY, AND CHARACTER, THAT THEY MAY LIVE FULFILLING LIVES AND CONTRIBUTE MEANINGFULLY TO THEIR OCCUPATIONS, THEIR COMMUNITIES, AND THEIR WORLD. | |
| FORM 990, PART III, LINE 4D - ALL OTHER ACHIEVEMENTS | AUXILIARY OPERATIONS, ACADEMIC SUPPORT, RESEARCH, PUBLIC SERVICE, AND INSTITUTIONAL SUPPORT. | |
| FORM 990, PART VI, LINE 1A - EXECUTIVE COMMITTEE | THE COLLEGE HAS AN EXECUTIVE COMMITTEE WHO IS AUTHORIZED TO ACT IN PLACE OF THE FULL BOARD AT ALL TIMES. IT WAS COMPOSED OF 19 MEMBERS OF THE BOARD, INCLUDING THE PRESIDENT, DURING FISCAL YEAR 2010. | |
| FORM 990, PART VI, LINE 2 -BUSINESS RELATIONSHIPS | BOARD MEMBERS ROBERT J. BROOKS, SR., AND ERIC W. NOLL, (NASDAQ OMX, EXECUTIVE VICE PRESIDENT OF TRANSACTION SERVICES) | |
| FORM 990, PART VI, LINE 11A - REVIEW OF FORM 990 | THE COMPENSATION COMMITTEE PERFORMED A DETAILED REVIEW OF THE COMPENSATION SECTIONS OF FORM 990 (PART VII AND SCHEDULE J) IN FEBRUARY 2011 BEFORE THE RETURN WAS GIVEN TO EXTERNAL AUDITORS/TAX PREPARERS IN MARCH 2011 FOR A DETAILED REVIEW. CHANGES WERE MADE BASED ON THEIR RECOMMENDATIONS AND THE REVISED FORM 990 WAS SENT TO MANAGEMENT IN APRIL 2011 FOR REVIEW. THE RETURN WAS THEN FORWARDED TO THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR FINAL REVIEW AND QUESTIONS. | |
| FORM 990, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO OFFICERS AND TRUSTEES ANNUALLY, REQUESTING A DECLARATION AND EXPLANATION OF POTENTIAL CONFLICTS WITH PROFESSIONAL AND OTHER DUTIES, INCLUDING MEMBERSHIP ON OTHER BOARDS. OFFICERS AND TRUSTEES CANNOT PARTICIPATE IN DELIBERATIONS OR ACTIONS BY THE COLLEGE WITH RESPECT TO ANY PROPOSED TRANSACTION OR RELATIONSHIP WITH RESPECT TO WHICH THE TRUSTEE OR OFFICER HAS A FINANCIAL INTEREST OR OTHER CONFLICT OF INTEREST. | ENFORCEMENT OF CONFLICT OF INTEREST POLICY |
| FORM 990, PART VI, LINE 15A & 15B | EACH YEAR, PERFORMANCE REVIEWS ARE CONDUCTED BETWEEN FEBRUARY AND MAY FOR SENIOR OFFICERS (PRESIDENT, VICE PRESIDENTS, PROVOST, AND DEAN OF THE COLLEGE). INDEPENDENTLY-GATHERED COMPARISON COMPENSATION DATA IS REVIEWED BY THE COMPENSATION COMMITTEE, AND EXECUTIVE COMPENSATION DETERMINATIONS ARE MADE BY THE COMMITTEE BASED ON PERFORMANCE AND BENCHMARK DATA. COMPENSATION DECISIONS ARE DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES. | COMPENSATION PROCESS FOR TOP OFFICIAL AND SENIOR OFFICERS |
| FORM 990, PART VI, LINE 19 | THE COLLEGE'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION |
| FORM 990, PART VII, SECTION A, LINE 1A | TRUSTEE HOURS ARE AN ESTIMATE OF TIME SPENT BY TRUSTEE BASED ON POSITION AS A COMMITTEE CHAIR OR COMMITTEE MEMBER. HOURS VARY FROM WEEK TO WEEK DEPENDING ON ACTIVITY SCHEDULES. | AVERAGE HOURS PER WEEK |
| FORM 990, PART X, LINES 13 & 27 | CERTAIN BALANCES AT JULY 1, 2009 HAVE BEEN RESTATED AS FOLLOWS: INVESTMENTS - PROGRAM-RELATED HAS DECREASED BY $371,842, AND UNRESTRICTED NET ASSETS DECREASED BY $371,842. | RESTATEMENT OF PRIOR YEAR BALANCES |
| SCHEDULE E, LINE 2 | A RACIALLY NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED ON SUBSTANTIALLY ALL MATERIAL AND SPECIFICALLY ALL MATERIAL THAT MATTERS (E.G., WEBSITE, ADMISSIONS, SCHOLARSHIP, PROGRAM BROCHURES). IN THE CURRENT PROCESS OF UPDATING PUBLICATIONS, THIS STATEMENT WILL BE ADDED TO ANY ADDITIONAL MAJOR ITEM THAT DOES NOT CURRENTLY INCLUDE IT. | CLARIFICATION OF RACIALLY NONDISCRIMINATORY POLICY STMT. ON PUBLICATIONS |
| SCHEDULE K, PART I, COLUMN F | BOND ISSUE C. REFUND 6/15/1997 ISSUE, LIFE SCIENCE BUILDING PROJECT, AND ARMSTRONG PROJECT. BOND ISSUE D. NEW RESIDENCE HALL PROJECT, HARRIS CENTER PROJECT, KLEHR CENTER PROJECT, NORFOLK SOUTHERN PROJECT, AND OTHER MISCELLANEOUS CAPITAL IMPROVEMENTS TO EXISTING FACILITIES. | DESCRIPTION OF BOND ISSUE PURPOSE |
| SCHEDULE K, PART II, LINE 5 | BOND ISSUE A. NONE. BOND ISSUE B. NONE. BOND ISSUE C. NONE. BOND ISSUE D. NONE. | AMOUNT OF CREDIT ENHANCEMENT FEES WITHIN ISSUANCE COSTS |
| SCHEDULE R, PART V, LINE 2(4) | THE $132,570 TRANSFERRED TO ADVANCED STUDIES IN ENGLAND LTD. WAS AN ORDINARY BUSINESS TRANSACTION FOR STUDY ABROAD FEES OF THE COLLEGE'S STUDENTS STUDYING IN ENGLAND. | ADDITIONAL INFORMATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLPORT CONSERVANCY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 E MILLPORT ROAD | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 175439246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222436077 | EIN |
| Primary Activities | NATURE PRESER | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | PF | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NW GATEWAY PROJECT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3003 | AddressLine1 |
| City | Lancaster | City |
| State | PA | State |
| ZIP Code | 176023003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611625128 | EIN |
| Primary Activity | Land acquisition | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeType |
| Share Of Total Income | 785 | ShareOfTotalIncome |
| Share Of EOY Assets | 8750301 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advanced Studies in England Ltd | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Pierrepont Street | AddressLine1 |
| City | Bath | City |
| Country | UK | Country |
| Postal Code | BA1 1LB | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Study Abroad | PrimaryActivity |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Share Of Total Income | 1669134 | ShareOfTotalIncome |
| Share Of EOY Assets | 1900270 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | 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 | false | 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 | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ADVANCED STUDIES IN ENGLAND LTD | |
| Q | 132570 |
| (SEE SCHEDULE O FOR EXPLANATION) | |