2011-06-10T14:32:03-07:00 2010-06-30 990 2009-07-01 231365971 TEMPLE UNIVERSITY TEMP 2152047366 1805 North Broad Street 11th Floor Wachman Hall Room 1108 Philadelphia PA 19122 Anthony E Wagner 2152047366 2011-05-15 2009 2016-02-24 21:20:13Z X Ann Weaver Hart - President 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 2015645000 0 X www.temple.edu X 1884 PA Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 300 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life. 36 32 12490 35 446000 0 385750000 381579000 768612000 852190000 48605000 55600000 6269000 10552000 1209236000 1299921000 82409000 88801000 0 0 705225000 719412000 0 0 11986000 345381000 368012000 1133015000 1176225000 76221000 123696000 2144993000 2444835000 909248000 1082575000 1235745000 1362260000 Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 300 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life. 0 0 584917000 12645000 620213000 Instruction - As a comprehensive state related research university, our 39,000 students can choose from 8 campuses and 320 academic degree programs including: 2 associate degree programs (Horticulture and General Studies), 134 bachelors programs on-credit courses, 121 masters programs, 56 doctoral programs and First-professional degree programs in dentistry, law, medicine, pharmacy, and podiatric medicine. 104128000 649000 0 Research - The Carnegie Foundation has designated Temple as Research University/High Research Activity, including it among the top universities in the nation with comprehensive curricula and nationally recognized research programs. Temple receives research funding from federal, state, and local government sources, as well as foundations and other private sources. Federal funding comes largely from the National Institutes of Health, with additional support from the Departments of Defense, Education, Agriculture, Energy, and Justice. State funding comes from a number of Departments, including Aging, Education, Health, Community and Economic Development, and Public Welfare. 166447000 0 155581000 Patient Care - Temple University has approximately 400 full-time and part-time faculty members of the Temple University School of Medicine. These 400 physicians practice in 17 academic departments and include virtually every subspecialty in modern medicine. Temple University brings together the physician expertise necessary for the full range of tertiary and quaternary services in modern medicine. Temple has a long standing reputation for extraordinary capabilities in a wide range of subspecialty areas. Increasingly, the University is projecting its physician practices out into the community. At present, we have over a dozen outreach sites in various suburban locations. Additionally, the University provides care without charge or for amounts less than its established rates, to patients who meet certain criteria under the University's charity care policy. Some patients qualify for charity care based on federal poverty guidelines or their financial condition being such that requiring payment would impose a hardship on the patient. The estimated costs incurred to provide charity care during the year were $30,336,000. 87164000 233000 75956000 Auxiliary Enterprises - Includes intercollegiate athletics, student residences, Temple Press, parking lots, bookstores and snack shops. 82376000 76601000 0 Scholarships & fellowships - includes grants-in-aid, trainee stipends, tuition and fee waivers and prizes to undergraduate students. Fellowships include grants-in-aid and trainee stipends to graduate students. 17751000 29000 0 Public service - includes expenditures for non-instructional services beneficial to individuals and groups external to the university. 187291000 76863000 75956000 1042783000 1 1 0 1 0 0 1 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 1 3465 0 1 12490 1 1 1 1 JA UK BD IT 0 0 0 0 0 0 0 36 32 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 PA X X X Controller 2152047366 1805 North Broad Street Wachman Hall Room 1108 Philadelphia PA 191226094 Frank Baldino Jr 1 X 0 0 0 Joan H Ballots 1 X 0 0 0 Leonard Barrack 1 X 0 0 0 Jon A Boscia 1 X 0 0 0 William H Cosby Jr 1 X 0 0 0 Theodore Z Davis 1 X 0 0 0 Nelson A Diaz 1 X 0 0 0 Ronald R Donatucci 1 X 0 0 0 Patrick J Eiding 1 X 0 0 0 Judith A Felgoise 1 X 0 0 0 Richard J Fox 1 X 0 0 0 Lewis F Gould Jr 1 X 0 0 0 Lon R Greenberg 1 X 0 0 0 Lacy H Hunt 1 X 0 0 0 Ulrich P Joseph 1 X 0 0 0 Lewis Katz 1 X 0 0 0 Adrian R King Jr 1 X 0 0 0 Susanna E Lachs 1 X 0 0 0 Patrick V Larkin 1 X 0 0 0 Solomon C Luo 1 X 0 0 0 Joseph W Marshall III 1 X 125000 227000 26000 Scott Mazzo 1 X 0 0 0 Theodore A McKee 1 X 0 0 0 Christopher W McNichol 1 X 0 0 0 Mitchell L Morgan 1 X 0 0 0 Patrick J O'Connor 1 X 0 0 0 Daniel H Polett 4 X 0 0 0 Phillip C Richards 1 X 0 0 0 Milton L Rock 1 X 0 0 0 Robert A Rovner 1 X 0 0 0 Jane Scaccetti 1 X 0 0 0 Anthony J Scirica 1 X 0 0 0 Michael J Stack III 1 X 0 0 0 James S White 1 X 0 0 0 Michael P Williams 1 X 0 0 0 J William Mills 1 X 0 0 0 Ann Weaver Hart 50 X X 532000 0 47000 William T Bergman 50 X 261000 0 45000 Deborah I Harnett 50 X 228000 0 43000 Kenneth Lawrence Jr 50 X 226000 0 44000 Larry F Lemanski 50 X 168000 0 23000 George E Moore 50 X 370000 0 63000 Edmond Notebaert 50 X 2583000 0 0 Timothy ORourke 50 X 329000 0 68000 Theresa A Powell 50 X 231000 0 36000 Lisa Staino Coico 50 X 416000 0 47000 Stuart P Sullivan 50 X 121000 0 33000 Anthony E Wagner 50 X 375000 0 47000 Christopher Loftus 50 X 820000 0 40000 John M Daly 50 X 702000 0 51000 Charles Jungreis 50 X 670000 0 40000 Satoshi Furukawa 50 X 645000 0 42000 Gary S Cohen 50 X 627000 0 44000 David W Adamany 50 X 273000 0 38000 Robert J Reinstein 50 X 185000 0 54000 9887000 227000 831000 1191 1 1 0 Sodexho Inc and Affiliates PO Box 352 Buffalo NY 14240 Food Management Svcs 19248000 Allied Barton Security Service PO Box 828854 Philadelphia PA 191820001 Security Services 6417000 Aramark Corporation PO Box 33170 Newark NJ 071880170 Other Contracted Services 2969000 Steel Suppliers and Erectors Inc PO Box 2662 Wilmington DE 198050662 Construction 2625000 Siemens Industry Inc PO Box 945658 Atlanta GA 303945658 Construction 2600000 125 0 0 0 0 293847000 87732000 4097000 381579000 Tuition and Fees 611310 613701000 613701000 0 0 Sales and Services of Educational Activities 611310 6512000 6512000 0 0 Auxiliary Enterprises 611310 76396000 75950000 446000 0 Patient Care Activities 611310 155581000 155581000 0 0 0 0 0 0 852190000 22247000 0 0 22247000 3387000 0 0 3387000 407000 0 0 407000 2688000 0 1431000 0 1257000 0 1257000 0 0 1257000 744259000 0 714293000 0 29966000 0 29966000 0 0 29966000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8888000 8888000 0 0 8888000 1299921000 860632000 446000 57264000 9252000 9252000 79549000 79549000 0 0 0 0 6097000 0 5840000 257000 281000 0 281000 0 554865000 489112000 60710000 5043000 31840000 27723000 3540000 577000 93077000 82183000 10459000 435000 33252000 28891000 3826000 535000 0 0 0 0 1893000 348000 1543000 2000 456000 50000 406000 0 397000 397000 0 0 0 0 989000 295000 668000 26000 0 0 0 0 2478000 2363000 97000 18000 110872000 106019000 237000 4616000 22330000 16902000 5393000 35000 450000 424000 26000 0 62625000 62577000 25000 23000 13497000 12798000 573000 126000 41000 41000 0 0 1152000 1080000 66000 6000 17883000 17298000 585000 0 0 0 0 0 64156000 64156000 0 0 17221000 9231000 7990000 0 Minimum Pension Liability Adjustment 9229000 0 9229000 0 Bad Debts 21200000 21200000 0 0 Loss on Disposal of Fixed Assets 8124000 0 8124000 0 13019000 10894000 1838000 287000 1176225000 1042783000 121456000 11986000 107000 67000 123369000 100952000 52410000 54160000 84701000 104804000 100000 100000 0 0 53234000 51643000 1620000 1615000 8709000 11101000 1733303000 702896000 1003687000 1030407000 724785000 857584000 17146000 20772000 0 0 75125000 211630000 2144993000 2444835000 348705000 365344000 0 0 50383000 55351000 498716000 651053000 1191000 1191000 0 0 10253000 9636000 0 0 909248000 1082575000 X 996842000 1108015000 58201000 57833000 180702000 196412000 1235745000 1362260000 2144993000 2444835000 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 438000 0 0 438000 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 A diminishing portion of the University's revenues are derived from appropriation legislation enacted by the Commonwealth of Pennsylvania. The University responds to information requests from the State assembly, and attempts to assure that the amount of the Commonwealth Appropriation is sufficient to meet the University's needs. In addition, the University will occasionally request variances in local ordinances in order to facilitate campus improvements and capital construction. To accomplish these objectives the University engages the services of independent contractors who provide information to influence federal legislation and regulations on matters directly affecting the University's exempt purpose. 0 0 X X X X 0 0 1 241092000 15671000 24339000 9928000 0 0 271174000 265869000 11746000 -26882000 9921000 -280000 0 241092000 0.1543 0.7337 0.112 1 0 0 62318000 62318000 0 1120939000 402190000 718749000 0 25476000 13978000 11498000 0 497571000 286728000 210843000 0 26999000 0 26999000 1030407000 0 0 Limited Partnerships 20772000 F 20772000 Self Insurance Trust Funds 4559000 Deposits with Trustees 185050000 Funds Held in Trust with Others 22021000 211630000 SchD_P03_S00_L01 Schedule D, Part III, Line 1 See Schedule D Part XIV SchD_P03_S00_L04 Schedule D, Part III, Line 4 Schedule D, Part III, Lines1a and Line 4: Temple University's Blockson Collection is comprised of materials that date from 1581 to the present. It is among the largest collection of items relating to the African Diaspora experience and this is the first catalog by an African-American bibliophile to be published by a major university. The massive volume records approximately 11,000 entries. The University Libraries hold more than one thousand manuscript and archival collections which in aggregate number more than 25 million pieces, including for instance the recently acquired Philadelphia Jewish Archive and the Philadelphia Evening Bulletin collection of over 5 million photographs as well as literary manuscript collections. The libraries also hold approximately 90,000 rare books. These historical items are used for study and research by our students and faculty. SchD_P04_S00_L02b Schedule D, Part IV, Line 2b Core Form, Part X, Line 21 - Escrow Account Liability and Schedule D, Part IV, Line 2b: Agency funds may be established for outside activities that support or enhance the mission of the University and where there is mutual benefit in the University acting as fiscal agent for the principal. The activities must directly or indirectly provide services or benefits to the University's programs or to its students, staff, patients, or faculty. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Temple University's endowment is primarily used to provide scholarships. 1 1 1 Temple University includes its nondiscriminatory policy as an integral part of classified ads, college bulletins, catalogs, alumni review magazines, and most other major publications. 1 1 1 1 0 0 0 0 0 0 0 0 1 1 Financial Aid was temporarily suspended from the HPL program in the Dental, Medical and Pharmacy Schools for the period December 31,1984 thru June 30,1985 for failure to meet federally defined default rates. As of July 1,1985 the University has met the federally defined default rates and the suspension has been lifted. 1 0 East Asia and the Pacific 1 10 Program Services Instruction 2459000 Europe (including Iceland and Greenland) 1 4 Program Services Instuction 4198000 Europe (including Iceland and Greenland) 1 6 Program Services Instruction 1071000 3 20 7728000 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Schedule F - Line 2 - Temple receives audited financial statements from its wholly owned subsidiary Temple Educational Support Services (TESS), located in Tokyo, Japan. Payments to TESS are in support of the University's educational mission. Temple receives financial reports from its campuses in Rome and London. All payments are in support of the University's educational mission. 1 Administration Children and Families Donor 370 L Enfant Promenade SW Washington DC 20447 999999999 501(c)(3) 31757 Atlantic Philanthropies Donor 75 Varick Street New York NY 10013 999999999 501(c)(3) 178379 Support of exempt charitable organization Department of Health and Human Srvcs Donor 200 Independence Avenue SW Washington DC 20201 999999999 501(c)(3) 2164939 Support of exempt charitable organization Jacobs Foundation Donor 3401 N Broad Street Philadelphia PA 19103 999999999 501(c)(3) 40000 Support of exempt charitable organization Kellogg Foundation Donor One Michigan Avenue East Battle Creek MI 49017 999999999 501(c)(3) 175000 Support of exempt charitable organization Macarthur Foundation Donor 140 South Dearborn St Chicago IL 60603 999999999 501(c)(3) 1377841 Support of exempt charitable organization MetLife Foundation Donor 200 Park Avenue New York NY 10166 999999999 501(c)(3) 10863 Support of exempt charitable organization National Institutes of Health Donor 9000 Rockville Pike Bethesda MD 20892 999999999 501(c)(3) 993817 Support of exempt charitable organization National Science Foundation Donor 4201 Wilson Blvd Arlington VA 22230 999999999 501(c)(3) 2981737 Support of exempt charitable organization New York Life Foundation Donor 51 Madison Avenue New York NY 10010 999999999 501(c)(3) 15000 Support of exempt charitable organization Robert Wood Johnson Foundation Donor PO Box 2316 Rt 1 and College Rd East Princeton NJ 08543 999999999 501(c)(3) 161555 Support of exempt charitable organization US Department of Education Donor 400 Maryland Avenue SW Washington DC 20202 999999999 501(c)(3) 1003781 Support of exempt charitable organization William Penn Foundation Donor Two Logan Square 11th Floor 100 North 18th Street Philadelphia PA 19103 999999999 501(c)(3) 83206 Support of exempt charitable organization Academy For Education Development Recipient thru Temple University Washington DC 20001 999999999 501(c)(3) 24195 Support of exempt charitable organization Albert Einstein Medical Center Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 61200 Support of exempt charitable organization Alianza Dominicana Inc Recipient thru Temple University New York NY 10001 999999999 501(c)(3) 15000 Support of exempt charitable organization Arizona Community Foundation Recipient thru Temple University Phoenix AZ 85003 999999999 501(c)(3) 15000 Support of exempt charitable organization Arizona State University Recipient thru Temple University Tempe AZ 85281 999999999 501(c)(3) 227889 Support of exempt charitable organization Asian Community Health Coalition Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 122150 Support of exempt charitable organization Bioqual Inc Recipient thru Temple University Rockville MD 20850 999999999 501(c)(3) 369807 Support of exempt charitable organization Board Of Trustees Of The University Recipient thru Temple University Springfield IL 62701 999999999 501(c)(3) 54784 Support of exempt charitable organization Brigham Young University Recipient thru Temple University Provo UT 84602 999999999 501(c)(3) 22699 Support of exempt charitable organization California State Univ Fullerton Recipient thru Temple University Fullerton CA 90017 999999999 501(c)(3) 10863 Support of exempt charitable organization Center For Assessment And Policy Recipient thru Temple University Conshohocken PA 19103 999999999 501(c)(3) 40000 Support of exempt charitable organization Center For Independent Living Of No Recipient thru Temple University Williamsport PA 17701 999999999 501(c)(3) 11375 Support of exempt charitable organization Childrens Hospital Of Philadelphia Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 41839 Support of exempt charitable organization Childrens Research Center Recipient thru Temple University Washington DC 20001 999999999 501(c)(3) 68911 Support of exempt charitable organization Cincinnati Childrens Hospital Medic Recipient thru Temple University Cincinnati OH 45229 999999999 501(c)(3) 162397 Support of exempt charitable organization Clinilabs Incorporated Recipient thru Temple University New York NY 10001 999999999 501(c)(3) 73223 Support of exempt charitable organization Columbia University Recipient thru Temple University New York NY 10001 999999999 501(c)(3) 245816 Support of exempt charitable organization Community College Of Philadelphia Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 62346 Support of exempt charitable organization Community Foundation Of Broward Recipient thru Temple University Fort Lauderdale FL 33301 999999999 501(c)(3) 35000 Support of exempt charitable organization Community Resources For Independenc Recipient thru Temple University Erie PA 16501 999999999 501(c)(3) 9625 Support of exempt charitable organization Diverse Productions Incorporated Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 114452 Support of exempt charitable organization Drexel University Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 213181 Support of exempt charitable organization Duke University Recipient thru Temple University Durham NC 27709 999999999 501(c)(3) 13500 Support of exempt charitable organization Eastern Virginia Medical School Recipient thru Temple University Norfolk VA 23502 999999999 501(c)(3) 51370 Support of exempt charitable organization ELP Consultants Recipient thru Temple University Lawton OK 73501 999999999 501(c)(3) 98550 Support of exempt charitable organization Emory University Recipient thru Temple University Atlanta GA 30303 999999999 501(c)(3) 100928 Support of exempt charitable organization Food Trust Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 14200 Support of exempt charitable organization Fox Chase Cancer Center Recipient thru Temple University Cheltenham PA 19102 999999999 501(c)(3) 277281 Support of exempt charitable organization Fred Hutchinson Cancer Research Cen Recipient thru Temple University Seattle WA 98101 999999999 501(c)(3) 78896 Support of exempt charitable organization George Mason University Recipient thru Temple University Fairfax VA 20151 999999999 501(c)(3) 55227 Support of exempt charitable organization Good Shepherd Rehabilitation Hospit Recipient thru Temple University Allentown PA 18101 999999999 501(c)(3) 13375 Support of exempt charitable organization Harvard Cooperative Society Recipient thru Temple University Boston MA 01003 999999999 501(c)(3) 44210 Support of exempt charitable organization Harvard University Recipient thru Temple University Boston MA 01003 999999999 501(c)(3) 49118 Support of exempt charitable organization Hero Incorporated Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 11344 Support of exempt charitable organization Hospital For Special Surgery Recipient thru Temple University New York NY 10001 999999999 501(c)(3) 25385 Support of exempt charitable organization Insight Telehealth Systems Incorpor Recipient thru Temple University Valley Forge PA 19481 999999999 501(c)(3) 45435 Support of exempt charitable organization Instituto De Parasitologia Y Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 19698 Support of exempt charitable organization Johns Hopkins University Recipient thru Temple University Chicago IL 60637 999999999 501(c)(3) 818365 Support of exempt charitable organization Kalamazoo Community Foundation Recipient thru Temple University Kalamazoo MI 49001 999999999 501(c)(3) 25000 Support of exempt charitable organization Life And Independence For Today Recipient thru Temple University St Marys PA 15857 999999999 501(c)(3) 11375 Support of exempt charitable organization Ludlow Youth Community Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 9730 Support of exempt charitable organization Mcrel Education And Learning Recipient thru Temple University Denver CO 80237 999999999 501(c)(3) 6250 Support of exempt charitable organization Metropolitan State College Of Denve Recipient thru Temple University Denver CO 80237 999999999 501(c)(3) 38080 Support of exempt charitable organization New York University Recipient thru Temple University New York NY 10001 999999999 501(c)(3) 50397 Support of exempt charitable organization Northland Foundation Recipient thru Temple University Duluth MN 55802 999999999 501(c)(3) 35000 Support of exempt charitable organization Northwestern University Recipient thru Temple University Evanston IL 60208 999999999 501(c)(3) 1136044 Support of exempt charitable organization Orange County Community Foundation Recipient thru Temple University Irvine CA 92602 999999999 501(c)(3) 25000 Support of exempt charitable organization Pennsylvania Assistive Technology F Recipient thru Temple University King of Prussia PA 19406 999999999 501(c)(3) 21100 Support of exempt charitable organization Rand Corporation Recipient thru Temple University Los Angeles CA 90401 999999999 501(c)(3) 69585 Support of exempt charitable organization Regents Of Univ Of California Recipient thru Temple University Los Angeles CA 90001 999999999 501(c)(3) 238764 Support of exempt charitable organization Rhode Island Hospital Recipient thru Temple University Providence RI 02903 999999999 501(c)(3) 19354 Support of exempt charitable organization RTI International Recipient thru Temple University Raleigh NC 27709 999999999 501(c)(3) 54854 Support of exempt charitable organization The Jaisohn Memorial Foundation Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 5570 Support of exempt charitable organization OMG Center For Collaborative Learning Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 67022 Support of exempt charitable organization The Place Of Refuge Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 11411 Support of exempt charitable organization Three Rivers Center For Independent Recipient thru Temple University Pittsburgh PA 15221 999999999 501(c)(3) 36000 Support of exempt charitable organization Tri County Patriots For Independent Recipient thru Temple University Washington DC 20001 999999999 501(c)(3) 10875 Support of exempt charitable organization Troopers Program Incorporated Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 7123 Support of exempt charitable organization Trustees Of Princeton University Recipient thru Temple University Princeton NJ 08542 999999999 501(c)(3) 11527 Support of exempt charitable organization United Cerebral Palsy Of Central Pe Recipient thru Temple University Camp Hill PA 17011 999999999 501(c)(3) 27000 Support of exempt charitable organization United Cerebral Palsy Of Northeaste Recipient thru Temple University Scranton PA 18503 999999999 501(c)(3) 10625 Support of exempt charitable organization Univ Of Southern California Recipient thru Temple University Los Angeles CA 90001 999999999 501(c)(3) 115206 Support of exempt charitable organization Univeristy of North Texas Health Sc Recipient thru Temple University Fort Worth TX 76107 999999999 501(c)(3) 29961 Support of exempt charitable organization University Of Bath Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 66207 Support of exempt charitable organization University of Chicago Recipient thru Temple University Chicago IL 60637 999999999 501(c)(3) 1450799 Support of exempt charitable organization University Of Florida Recipient thru Temple University Gainsville FL 32611 999999999 501(c)(3) 136552 Support of exempt charitable organization University Of Maryland Recipient thru Temple University College Park MD 20742 999999999 501(c)(3) 126156 Support of exempt charitable organization University Of Massachusetts Recipient thru Temple University Amherst MA 01002 999999999 501(c)(3) 446598 Support of exempt charitable organization University Of Nebraska Medical Recipient thru Temple University Omaha NE 68198 999999999 501(c)(3) 109725 Support of exempt charitable organization University Of North Carolina Recipient thru Temple University Chapel Hill NC 27709 999999999 501(c)(3) 11077 Support of exempt charitable organization University Of Pennsylvania Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 610744 Support of exempt charitable organization University Of Pittsburgh Recipient thru Temple University Pittsburgh PA 19103 999999999 501(c)(3) 217576 Support of exempt charitable organization University of Salerno Recipient thru Temple University Philadelphia PA 19085 999999999 501(c)(3) 40000 Support of exempt charitable organization University Of South Florida Recipient thru Temple University Orlando FL 32801 999999999 501(c)(3) 55629 Support of exempt charitable organization University Of Washington Recipient thru Temple University Seattle WA 98101 999999999 501(c)(3) 8565 Support of exempt charitable organization Villanova University Recipient thru Temple University Philadelphia PA 19085 999999999 501(c)(3) 59057 Support of exempt charitable organization Wake Forest University Recipient thru Temple University Winston Salem NC 27101 999999999 501(c)(3) 7821 Support of exempt charitable organization Wayne State University Recipient thru Temple University Detroit MI 48201 999999999 501(c)(3) 54079 Support of exempt charitable organization Womens Institute For Family Health Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 8927 Support of exempt charitable organization Wuhan Centers For Disease Prevention Recipient thru Temple University Philadelphia PA 19103 999999999 501(c)(3) 16875 Support of exempt charitable organization 80 0 University Scholarship Funds 15800 60089000 0 Federal Grants 9900 6096000 0 Private Grants 700 1783000 0 Endowment Income 1300 3959000 0 State and Local Grants 40 16874000 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grant funds are solicited from various agencies through the Office of the Vice President of Research. Once awarded the grant accounting and cost analysis offices ensure proper administration and collection of the funds in accordance with the principles of circular A-21 from the Office of Management and Budget which establishes the principles for determining costs applicable to grants with education institutions. In addition, a compliance audit is completed each year as required by the U.S. Office of Management and Budget Circular A-133 which sets forth the standards for obtaining consistency and uniformity among Federal agencies for the audit of States, local governments and non-profit organizations expending Federal awards. In addition to the external audit, Temple University internal auditors also perform routine grant compliance audits. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 William T Bergman 255000 0 0 0 6000 0 31000 0 14000 0 306000 0 0 0 Ann Weaver Hart 532000 0 0 0 0 0 33000 0 14000 0 579000 0 0 0 Deborah I Harnett 222000 0 0 0 6000 0 29000 0 14000 0 271000 0 0 0 Kenneth Lawrence Jr 220000 0 0 0 6000 0 30000 0 14000 0 270000 0 0 0 Larry F Lemanski 165000 0 0 0 3000 0 20000 0 3000 0 191000 0 0 0 George E Moore 364000 0 0 0 6000 0 49000 0 14000 0 433000 0 0 0 Edmond Notebaert 2583000 0 0 0 0 0 0 0 0 0 2583000 0 0 0 Timothy ORourke 306000 0 0 0 23000 0 54000 0 14000 0 397000 0 0 0 Theresa A Powell 224000 0 0 0 7000 0 30000 0 6000 0 267000 0 0 0 Lisa Staino Coico 401000 0 0 0 15000 0 33000 0 14000 0 463000 0 0 0 Stuart P Sullivan 119000 0 0 0 2000 0 27000 0 6000 0 154000 0 0 0 Anthony E Wagner 339000 0 0 0 36000 0 33000 0 14000 0 422000 0 0 0 Christopher Loftus 195000 0 0 0 625000 0 22000 0 18000 0 860000 0 0 0 John M Daly 597000 0 0 0 106000 0 32000 0 18000 0 753000 0 0 0 Charles Jungreis 195000 0 0 0 475000 0 22000 0 18000 0 710000 0 0 0 Satoshi Furukawa 215000 0 50000 0 380000 0 24000 0 18000 0 687000 0 0 0 Gary S Cohen 231000 0 0 0 396000 0 26000 0 18000 0 671000 0 0 0 David W Adamany 273000 0 0 0 0 0 32000 0 6000 0 311000 0 0 0 Robert J Reinstein 185000 0 0 0 0 0 40000 0 14000 0 239000 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Schedule J, Part I, Question 1a - In accordance with the President's employment agreement, the University provides the President a residence for University and personal use, as well as a car and driver for University business. In addition, the University provides for spousal travel when accompanying the President on University business. With the exception of the President of the University, who also serves as a trustee, the trustees serve on a part-time basis and do not receive compensation, expense accounts or other allowances. No contributions to any benefit plans are made on their behalf. Senior officers of the University, including the President, are permitted to fly business class on flights of more than 2,000 miles from the origin to the final destination provided that such travel is not supported by tuition, Commonwealth funds or grants or contracts. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 Schedule J, Part I, Question 7 and Part II column B(ii) - Bonus payment to physician in the University's physician practice plan. Pennsylvania Higher Educational Facilities Authority 232243852 70917RA21 2010-04-22 50370429 See Schedule O 0 1 Pennsylvania Higher Educational Facilities Authority 232243852 70917RFA8 2006-06-15 372793332 See Schedule O 1 1 17366968 0 0 17366968 0 0 0 2012 1 0 0 1 241610315 543 91658164 26985990 0 0 122966161 2011 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 Anthony E Wagner Mortgage - see Schedule O X 100000 100000 0 1 1 100000 PNC Bank A trustee is an officer of IP 704000 Banking Services 0 Hoisington Investment Managers A trustee is an officer of IP 325000 Investment Management Services 0 Richard Coico Family member of current Officer 214000 Tenured Faculty Member Salary 0 Cozen O'Connor A trustee is an officer of IP 107000 Outside Legal Services 0 Ballard Spahr A trustee is an officer of IP 401000 Outside Legal Services 0 Stevens and Lee A trustee is an officer of IP 142000 Outside Legal Services 0 Joseph W Marshall III Trustee is an Interested Person 125000 Consulting Services 0 X 2 12000 FMV X 178000 FMV X 14000 FMV X 39 2214000 FMV X 1 900000 FMV X 8 77000 FMV X 4 11000 FMV X Equipment 2 305000 FMV X Jewelry 1 304000 FMV X Landscaping Plants 1 30000 FMV X Sporting Event Tickets 2 52000 FMV 0 0 1 0 F990_P00_S00_L0B Form 990, Header, Line B Amending return for the following: Schedule K, Part II, Line 1B (total proceeds of issue contains a typo); Schedule I, Part II (additional information regarding sub-contract grants). F990_P04_S00_L24c Form 990, Part IV, Line 24c The University has previously defeased bonds by placing U.S. Government securities in irrevocable trusts to be used solely for satisfying both principal and interest of the indebtedness. The outstanding balances were $1,258,000 and $1,573,000 at June 30, 2010 and 2009, respectively. These debts along with related trust funds do not appear on the balance sheets of the University. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Commonwealth of Pennsylvania appoints 12 members of Temple University's 36 member Board of Trustees. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 Question 11A: Temple University's form 990 is reviewed by management, University Counsel, outside counsel and the University's audit committee prior to being submitted to the University's Board of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Persons subject to the University's conflict of interest policies submit annual disclosures regarding business, charitable and other relationships. Where a potential conflict is identified in such disclosures, the information is subject to further review. In the case of trustees, these submissions are reviewed by a committee of the Board of Trustees. In the case of a faculty member, these submissions are reviewed by the cognizant Dean and the University Counsel. In each case where an identified conflict is confirmed, the reviewing committee or officials require action to eliminate the conflict or establish a management plan to address it. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Question 15(b) : The University's Department of Human Resources engages in a review of the job responsibilities of the chief executive and other officers, deans and senior staff, obtains comparability data and performs a market analysis of persons holding similar positions in other public and private universities. The University obtains independent review by a third party contractor regarding reasonableness of compensation of the chief executive and other officers. Data is provided to the chief executive officer and to the Board of Trustees' Executive Committee and Executive Compensation Subcommittee, each composed of individuals independent of the officers (the chief executive officer recuses and absents herself from discussion and vote on her own compensation). The outside contractor documents its review and findings, and contemporaneous minutes of the meetings of the Committees are produced and maintained. F990_P06_S0B_L16b Form 990, Part VI, Section B, Line 16b The University entered into a joint venture agreement in 2002, and has taken steps to safeguard its exempt status with respect to the arrangement. The University terminated its participation in the joint venture in July, 2009. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The University makes its governing documents, conflict of interest policy and financial statements available to the public on its web site www.temple.edu/about/PublicInformation.htm SchK_P01_S00_L00f Schedule K, Part I, Column f Line A - Pennsylvania Higher Education Facilities Authority (PHEFA) , First Series of 2010 A: (i) to currently refund a portion of the Authority's outstanding Temple University Revenue Bonds, First Series of 1998 (ii) to design, install, construct and develop certain capital projects(the "Projects") (iii) to pay costs of issuing the 2010A Bonds. Line B - Pennsylvania Higher Education Facilities Authority (PHEFA) , First Series of 2006: (i) to advance refund a portion of the Authority's outstanding Temple University Revenue Bonds, First Series of 1998 (ii) to advance refund the Authority's outstanding Temple University Revenue Bonds, First Series of 2001 (iii) to design, install, construct and develop certain capital projects (the "Projects") (iv) to pay costs of issuing the 2006 Bonds. SchL_P02_S00_L00 Schedule L, Part II $100,000 mortgage dated 05/21/2009, principal due on 05/21/2018. Interest is accrued monthly at the applicable federal funds rate and paid monthly via payroll deduction. Episcopal Hospital TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 231365351 Health Care PA 501c3 11a Type I Temple University Hospital Inc Greater Philadelphia Health Services III Corp TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232989581 Discontinued PA 501c3 PF Temple University Health System Inc Jeanes Hospital TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232826045 Health Care PA 501c3 3 Temple University Health System Inc Jeanes Hospital Auxiliary 7600 Central Avenue Philadelphia PA 19111 231917776 Health Care PA 501c3 9 Jeanes Hospital Temple East Real Estate Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 201776524 Health Care PA 501c3 11a Type I Temple University Hospital Inc Temple East Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232547305 Health Care PA 501c3 11a Type 1 Temple University Hospital Inc Temple Health System Transport Team Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 755084023 Health Care PA 501c3 9 Temple University Health System Inc Temple Physicians Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232790607 Health Care PA 501c3 9 Temple University Health System Inc Temple University Health System Foundation TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232916108 Health Care PA 501c3 11a Type I Temple University Hospital Inc Temple University Health System Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232825881 Health Care PA 501c3 11a Type I N/A Temple University Hospital Inc TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA 19129 232825878 Health Care PA 501c3 3 Temple University Health System Inc Temple University Alumni Association Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 236270322 Education PA 501c3 11a Type I N/A Temple University Law Foundation 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 236407459 Education PA 501c3 11a Type III N/A Temple University School of Podiatric Medicine Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 231596240 Education PA 501c3 11a Type I N/A Temple University Physicians and Surgeons Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 233100596 Health Care PA 501c3 11a Type I N/A TUMP Offices Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 911872296 Real Estate Holding PA 501c2 Not applicable N/A Global Technology Management Corp 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 233007767 Inactive PA Temple University C 100 100 1 Sugarloaf Club Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 237417742 Discontinued PA Temple University C 100 100 1 Temple Corporation 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 232384785 Inactive PA Temple University C 100 100 1 Virtual Temple Inc 300 Sullivan Hall 1330 West Berks Street Philadelphia PA 19122 233054835 Inactive PA Temple University C 100 100 1 VT Holdings Inc 1013 Centre Road Wilmington DE 19805 233054833 Inactive DE Temple University C 100 100 1 Good Samaritan Insurance Company LTD PO Box HM1179 Cedar House 41 Cedar Avenue Hamilton HM 12 BD Reinsurance BD Temple University C 100 100 1 Temple Educational Support Services LTD Minami Azabu Tokyo JA Education JA Temple University C 100 100 1 TUHS Insurance Company LTD TUHS Corporate Office 4th Floor 2450 Hunting Park Avenue Philadelphia PA BD 19129 Reinsurance BD Temple University Health System C 100 100 1 Fortress Properties Trust 3 Village Road Suite 100 Horsham PA 19044 Trust for the benefit of Temple Hospital PA N/A T 100 100 1 1 0 1 0 0 0 0 0 1 1 1 1 0 1 1 1 0 0 Temple University Health System Inc a-i 2476000 Temple University Health System Inc j 2617000 Temple University Health System Inc n 5221000 Temple University Health System Inc o 2115000 Temple University Health System Inc p 94723000 Temple Educational Support Services LTD k 1000000 Good Samaritan Insurance Company LTD l 7557000