ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL (EIN 16-0743150)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-03-03
- IRS object ID
- 202610629349301601
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T14:01:01-06:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST BONAVENTURE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STBO | BusinessNameControlTxt |
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA ADDONISIO CPA MBA | PersonNm |
| Person Title | VP FOR FINANCE & ADMIN | PersonTitleTxt |
| Phone | 7163752000 | PhoneNum |
| Signature | 2026-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH M HOPKINS | PreparerPersonNm |
| PTIN | P02010701 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2026-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF GINGERICH PH D | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $182,093,846 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1858 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1428 | TotalEmployeeCnt |
| Total Volunteers | 2244 | TotalVolunteersCnt |
| Total Gross UBI | $333,549 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,289,493 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,957,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $107,516,914 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,574,886 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,940,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,539,499 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,931,079 | PYOtherRevenueAmt |
| CY Other Revenue | $7,611,470 | CYOtherRevenueAmt |
| PY Total Revenue | $138,678,324 | PYTotalRevenueAmt |
| CY Total Revenue | $155,683,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,475,287 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,546,180 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,192,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,907,962 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,750,080 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,075,885 | PYOtherExpensesAmt |
| CY Other Expenses | $34,079,083 | CYOtherExpensesAmt |
| PY Total Expenses | $130,743,422 | PYTotalExpensesAmt |
| CY Total Expenses | $141,533,225 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,934,902 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,149,951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $264,399,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $273,638,555 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,444,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,678,614 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $209,954,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $218,959,941 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR COMMITMENT IS TO STUDENTS, STUDY AND SERVICE. FOUNDED IN 1858, ST. BONAVENTURE IS A CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. WE ARE COMMITTED TO THE CONSTANT PURSUIT OF DISTINCTION IN OUR UNDERGRADUATE AND GRADUATE PROGRAMS AND ALL OF OUR COURSES OF STUDY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $121,267,041 | ExpenseAmt |
| Grant | $56,546,180 | GrantAmt |
| Revenue | $124,834,901 | RevenueAmt |
| Desc | PROGRAM ACTIVITIES SUPPORT UNIVERSITY'S EFFORTS TO FOSTER THE DEVELOPMENT OF KNOWLEDGEABLE, SKILLED, COMPASSIONATE AND ETHICAL INDIVIDUALS BY MENTORING STUDENTS WITHIN VITALLY ENGAGING LEARNING ENVIRONMENTS, EVER MINDFUL OF SUCH FRANCISCAN VALUES AS INDIVIDUAL DIGNITY, COMMUNITY INCLUSIVENESS, AND SERVICE TO OTHERS. PROGRAM EXPENSES INCLUDE INSTRUCTION FOR UNDERGRAD AND GRADUATE PROGRAMS, RESEARCH, HOUSING COSTS, FOOD SERVICE, ATHLETICS, SCHOLARSHIPS AND FINANCIAL AID. | Desc |
| Total Program Service Expenses | $121,267,041 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 389 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1428 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA ADDONISIO CPA MBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL A HICKEY | |||||||
| BOARD CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN G BARRY | |||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL A SCHUMACHER | |||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FR DANIEL P HORAN OFM | |||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR JEFF GINGERICH | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $478,197 | $0 | $36,513 | |
| MICHAEL A ANDERSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NORBERT A BENNETT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE H BROWN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA BURDEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PIKAI CHIANG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DAVIS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ED EVANS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR LARRY FORD OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL T FOSSACECA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK R GIANNINY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HELMS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRY HELPER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR LINH N HOANG OFM PH D | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE R KRUPA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY F KULESZ-MARTIN PH D | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SR MARGARET MAGEE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTAN K MCMAHON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA MOLINARO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MULHERN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MURPHY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR THOMAS NAIRN OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANNA STITT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JAMES T WALSH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN WATKINS MD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID HILMEY | |||||||
| PROVOST AND VP ACADEMIC AFFAIRS | 40.00 | Yes (X) | $223,627 | $0 | $41,350 | ||
| H DANIEL HUNGERFORD | |||||||
| VP FOR FINANCE/ADMIN (THRU 9/24) | 40.00 | Yes (X) | $202,989 | $0 | $31,003 | ||
| NANCY K TAYLOR | |||||||
| INTERIM VP FINANCE/ADMIN (9/24-2/25) | 40.00 | Yes (X) | $132,438 | $0 | $34,018 | ||
| ANNA ADDONISIO | |||||||
| VP FINANCE/ADMIN (EFF 2/25) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES CROWLEY | |||||||
| WOMEN'S HEAD BASKETBALL COACH | 40.00 | $219,236 | $0 | $19,273 | Yes (X) | ||
| DR MATRECIA JAMES | |||||||
| DEAN - SCHOOL OF BUSINESS | 40.00 | $240,603 | $0 | $31,301 | Yes (X) | ||
| KATHRYN D O'BRIEN | |||||||
| VP FOR STUDENT AFFAIRS | 40.00 | $192,626 | $0 | $17,779 | Yes (X) | ||
| MARK SCHMIDT | |||||||
| MEN'S HEAD BASKETBALL COACH | 40.00 | $1,529,867 | $0 | $65,273 | Yes (X) | ||
| BERNARD VALENTO | |||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.00 | $175,400 | $0 | $36,062 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,394,983 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,572 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KEYPATH EDUCATION LLC | |||||
| 1933 N MEACHAM RD SUITE 400 | SCHAUMMBURG | IL | 60173 | ENROLLMENT MANAGEMENT | $3,541,106 |
| CHARTERSEARCH | |||||
| 4 ARLINGTON PLACE | HAVERHILL | MA | 01830 | TRAVEL | $499,769 |
| TK NYS SOLAR HOLDCO LLC | |||||
| PO BOX 715040 | CINCINNATI | OH | 45271 | ELECTRIC POWER SERVICES | $318,603 |
| ELLUCIAN COMPANY LP | |||||
| 2003 EDMUND HALLEY DRIVE SUITE 500 | RESTON | VA | 20191 | CLOUD STORAGE SERVICES | $284,105 |
| BOND SCHOENECK & KING PLLC | |||||
| 200 DELAWARE AVENUE | BUFFALO | NY | 14202 | LEGAL | $205,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,456,697 | GovernmentGrantsAmt |
| All Other Contributions | $16,500,624 | AllOtherContributionsAmt |
| Noncash Contributions | $657,432 | NoncashContributionsAmt |
| Total Contributions | $17,957,321 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $99,022,306 | $99,022,306 |
| RESIDENCE HALL | 721000 | $15,295,546 | $15,295,546 |
| FOOD SERVICE/DINING | 722514 | $3,165,693 | $3,165,693 |
| BOOK STORE | 459210 | $91,341 | $91,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,574,886 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,339,068 | TotalRevenueColumnAmt |
| Exclusion | $1,339,068 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,589,790 | SecuritiesAmt |
| Other | $1,715 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,391,074 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,198,716 | SecuritiesAmt |
| Other | $1,715 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,200,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,715 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,198,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $39,217 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $19,596 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,621 | TotalRevenueColumnAmt |
| Exclusion | $19,621 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER AUXILIARY ACTVITIES | 611710 | $1,298,179 | $945,736 | $352,443 |
| PASSED THROUGH PARTNERSHIPS | 900003 | -$18,894 | -$18,894 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,312,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,312,564 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,591,849 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,683,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,834,901 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $333,549 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,557,405 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,494,860 | TotalAmt |
| Program Services | $55,494,860 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,320 | TotalAmt |
| Program Services | $1,051,320 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,790 | TotalAmt |
| Management And General | $1,125,790 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,592,377 | TotalAmt |
| Program Services | $30,201,694 | ProgramServicesAmt |
| Management And General | $4,500,829 | ManagementAndGeneralAmt |
| Fundraising | $1,889,854 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,302,936 | TotalAmt |
| Program Services | $1,880,471 | ProgramServicesAmt |
| Management And General | $302,740 | ManagementAndGeneralAmt |
| Fundraising | $119,725 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,200,783 | TotalAmt |
| Program Services | $6,532,243 | ProgramServicesAmt |
| Management And General | $1,252,647 | ManagementAndGeneralAmt |
| Fundraising | $415,893 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,076 | TotalAmt |
| Program Services | $2,122,688 | ProgramServicesAmt |
| Management And General | $428,241 | ManagementAndGeneralAmt |
| Fundraising | $135,147 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,256,367 | TotalAmt |
| Program Services | $3,588,089 | ProgramServicesAmt |
| Management And General | $2,481,547 | ManagementAndGeneralAmt |
| Fundraising | $186,731 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,175,136 | TotalAmt |
| Program Services | $3,177,017 | ProgramServicesAmt |
| Management And General | $803,916 | ManagementAndGeneralAmt |
| Fundraising | $194,203 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,060 | TotalAmt |
| Program Services | $325,326 | ProgramServicesAmt |
| Management And General | $81,331 | ManagementAndGeneralAmt |
| Fundraising | $21,403 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,870,744 | TotalAmt |
| Program Services | $102,859 | ProgramServicesAmt |
| Management And General | $1,767,885 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814,936 | TotalAmt |
| Program Services | $2,462,893 | ProgramServicesAmt |
| Management And General | $165,732 | ManagementAndGeneralAmt |
| Fundraising | $186,311 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,320 | TotalAmt |
| Program Services | $161,657 | ProgramServicesAmt |
| Management And General | $30,375 | ManagementAndGeneralAmt |
| Fundraising | $14,288 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,428 | TotalAmt |
| Program Services | $1,482,875 | ProgramServicesAmt |
| Management And General | $201,582 | ManagementAndGeneralAmt |
| Fundraising | $17,971 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,917,259 | TotalAmt |
| Program Services | $5,170,490 | ProgramServicesAmt |
| Management And General | $685,644 | ManagementAndGeneralAmt |
| Fundraising | $61,125 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,184 | TotalAmt |
| Program Services | $150,777 | ProgramServicesAmt |
| Management And General | $666,938 | ManagementAndGeneralAmt |
| Fundraising | $7,469 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ATHLETICS | $3,359,353 | $3,041,559 | $317,794 | |
| REPAIRS AND MAINTENANCE | $1,230,035 | $294,253 | $921,079 | $14,703 |
| STUDENT ACTIVITIES | $1,113,206 | $1,100,679 | $8,984 | $3,543 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,180,055 | TotalAmt |
| Program Services | $2,925,291 | ProgramServicesAmt |
| Management And General | $773,050 | ManagementAndGeneralAmt |
| Fundraising | $481,714 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,533,225 | TotalAmt |
| Program Services | $121,267,041 | ProgramServicesAmt |
| Management And General | $16,516,104 | ManagementAndGeneralAmt |
| Fundraising | $3,750,080 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,954,159 | BOYAmt |
| EOY | $32,021,456 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,405,281 | BOYAmt |
| EOY | $9,181,803 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,973,499 | BOYAmt |
| EOY | $2,073,653 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,828 | BOYAmt |
| EOY | $789,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $231,160,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,960,754 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,216,568 | BOYAmt |
| EOY | $125,200,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,909,986 | BOYAmt |
| EOY | $60,274,381 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,182,976 | BOYAmt |
| EOY | $41,413,314 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,209,015 | BOYAmt |
| EOY | $2,683,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,399,312 | BOYAmt |
| EOY | $273,638,555 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,811,903 | BOYAmt |
| EOY | $6,513,571 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,635,571 | BOYAmt |
| EOY | $9,353,883 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,795,117 | BOYAmt |
| EOY | $34,265,352 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,823 | BOYAmt |
| EOY | $286,339 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,197,375 | BOYAmt |
| EOY | $4,259,469 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,444,789 | BOYAmt |
| EOY | $54,678,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,362,193 | BOYAmt |
| EOY | $101,758,371 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,592,330 | BOYAmt |
| EOY | $117,201,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,954,523 | BOYAmt |
| EOY | $218,959,941 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,399,312 | BOYAmt |
| EOY | $273,638,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,149,951 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,583,527 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$561,006 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,475,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,262,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,459,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,289,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,957,321 | CurrentTaxYearAmt |
| Total | $89,444,824 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,475,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,262,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,459,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,289,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,957,321 | CurrentTaxYearAmt |
| Total | $89,444,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,023,604 | SubstantialContributorsTotAmt |
| Public Support Total170 | $82,421,220 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $436,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $677,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $891,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,021,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,339,068 | CurrentTaxYearAmt |
| Total | $4,365,243 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $349,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $372,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $333,549 | CurrentTaxYearAmt |
| Total | $1,604,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $95,414,840 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $538,091,468 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $40,300 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $40,300 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,209,711 | BeginningYearBalanceAmt |
| Contributions | $3,823,191 | ContributionsAmt |
| Investment Earnings Or Losses | $7,953,644 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,767,087 | GrantsOrScholarshipsAmt |
| Other Expenditures | $724,550 | OtherExpendituresAmt |
| End Year Balance | $102,494,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,824,663 | BeginningYearBalanceAmt |
| Contributions | $7,989,888 | ContributionsAmt |
| Investment Earnings Or Losses | $10,768,084 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,611,034 | GrantsOrScholarshipsAmt |
| Other Expenditures | $761,890 | OtherExpendituresAmt |
| End Year Balance | $95,209,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,404,123 | BeginningYearBalanceAmt |
| Contributions | $1,176,403 | ContributionsAmt |
| Investment Earnings Or Losses | $170,884 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,312,664 | GrantsOrScholarshipsAmt |
| Other Expenditures | $614,083 | OtherExpendituresAmt |
| End Year Balance | $80,824,663 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,483,905 | BeginningYearBalanceAmt |
| Contributions | $1,616,629 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,718,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,960,907 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,017,262 | OtherExpendituresAmt |
| End Year Balance | $83,404,123 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,986,599 | BeginningYearBalanceAmt |
| Contributions | $4,476,725 | ContributionsAmt |
| Investment Earnings Or Losses | $21,410,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,862,266 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,528,022 | OtherExpendituresAmt |
| End Year Balance | $91,483,905 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,496,485 | OtherCostOrOtherBasisAmt |
| Book Value | $1,496,485 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,906,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,951,700 | DepreciationAmt |
| Book Value | $106,954,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,609,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,071,799 | DepreciationAmt |
| Book Value | $8,538,143 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,147,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,937,255 | DepreciationAmt |
| Book Value | $8,210,668 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $125,200,063 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $41,413,314 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,413,314 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $670,962 |
| POSTRETIREMENT HEALTH CARE BENEFITS OBLIGATION | $102,877 |
| US GOVT GRANTS REFUNDABLE | $119,697 |
| ASSET RETIREMENT OBLIGATION | $3,724,868 |
| UNAMORTIZED BOND PREMIUMS | $571,166 |
| UNAMORTIZED DEBT ISSUANCE COSTS | -$930,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,259,469 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $150,538,643 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,583,527 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$579,900 | OtherRevenueAmt |
| Revenue Not Reported | -$5,163,427 | RevenueNotReportedAmt |
| Revenue Subtotal | $155,702,070 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$18,894 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$18,894 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,683,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $141,533,225 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $141,533,225 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,533,225 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS, WHICH CONSIST OF CONTRIBUTIONS RECEIVED SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS, AND OTHER WORKS. THE COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. |
| PART III, LINE 4: | LOCATED ON THE CAMPUS OF THE UNIVERSITY, THE REGINA A. QUICK CENTER FOR THE ARTS HAS AS ITS MISSION TO OFFER BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC A PROGRAM OF PROFESSIONAL, CULTURALLY DIVERSE ARTS EVENTS AND EXHIBITIONS OF THE HIGHEST ARTISTIC QUALITY REFLECTING THE VALUES OF THE UNIVERSITY AND ITS CURRICULUM. TO THAT END, THE CENTER COLLECTS, PRESERVES, EXHIBITS AND INTERPRETS HISTORIC AND CONTEMPORARY VISUAL ART AND CULTURAL ARTIFACTS AND MAINTAINS ACTIVE OUTREACH TO A WIDE COMMUNITY IN THE SECOND MOST UNDERDEVELOPED COUNTY IN NEW YORK STATE AND THE SIX CONTIGUOUS COUNTIES OF THE SOUTHERN TIER OF WESTERN NEW YORK AND NORTHERN PENNSYLVANIA. THE UNIVERSITY'S COLLECTIONS INCLUDE OVER 3,000 WORKS OF ART DATING FROM SEVERAL HUNDRED YEARS BEFORE THE BIRTH OF CHRIST INTO THE 21ST CENTURY, REPRESENTING EUROPEAN, AMERICAN, ASIAN AND MESOAMERICAN CULTURES. THE COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS AND OTHER WORKS ON PAPER IN ALL PRINT MEDIA. AN INSTALLATION OF OVER 250 WORKS ARE ON PERMANENT DISPLAY AUGMENTED BY TEN OR MORE ADDITIONAL TEMPORARY EXHIBITIONS PRODUCED YEARLY FROM BOTH LOAN SOURCES AND THE UNIVERSITY'S OWN HOLDINGS. THE COLLECTIONS REFLECT THE UNIVERSITY'S MISSION THROUGH ITS BREADTH AND DEPTH. WE BELIEVE OUR HOLDINGS REPRESENT AN EXTRAORDINARY RESOURCE IN AN ECONOMICALLY CHALLENGED COMMUNITY WITH LITTLE ACCESS TO CULTURAL RESOURCES. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE AVAILABLE FOR SCHOLARSHIPS, QUICK ARTS CENTER, FRANCISCAN PROGRAMS, RESEARCH, ACADEMICS, ATHLETICS, TEACHING, AND OTHER PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON INTEREST RATE SWAP -579,900. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PASSED THROUGH PARTNERSHIPS -18,894. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS PUBLISHED IN PRINTED PAMPHLETS, CATALOGUES, BROCHURES, AND NEWSPAPER ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6 | SBU RECEIVES FUNDING FROM FEDERAL AND NEW YORK STATE AGENCIES FOR VARIOUS PROGRAMS AND STUDENT FINANCIAL ASSISTANCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | INVESTMENTS | $16,496,069 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 12 | PROGRAM SERVICES | HIGHER EDUCATION STUDY ABROAD SERVICES | $440,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 12 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Subtotal Spent | $16,936,903 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,936,903 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 24 | $348,886 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 4 | $68,610 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 29 | $633,824 | APPLIED TO STUDENT ACCOUNTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS MADE TO INDIVIDUALS OUTSIDE OF THE U.S. ARE IN THE FORM OF SCHOLARSHIPS AND INSTITUTIONAL SUPPORT FOR STUDENTS ATTENDING THE UNIVERSITY. ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $39,217 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $19,596 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $39,217 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $19,596 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $19,596 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $19,621 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NY | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | WE ARE BELOW THE CATEGORY 2 THRESHOLD OF $5,000 FOR A SINGLE RAFFLE AND $30,000 AGGREGATE NET PROCEEDS. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY. | GrantTypeTxt |
| Recipient | 1841 | RecipientCnt |
| Cash Grant | $55,494,860 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. ATHLETIC AWARDS ARE IN ADDITION TO ACADEMIC AWARDS AND ARE DETERMINED BASED ON THE SPORT, NCAA STANDARDS, INTERNAL FUNDS AVAILABILITY, AND NEGOTIATIONS BETWEEN THE COACH AND ATHLETE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SCHMIDT | ||||||||||||||
| MEN'S HEAD BASKETBALL COACH | $1,293,932 | $0 | $90,000 | $0 | $145,935 | $0 | $46,000 | $0 | $19,273 | $0 | $1,595,140 | $0 | $0 | $0 |
| DR JEFF GINGERICH | ||||||||||||||
| PRESIDENT | $354,957 | $0 | $79,625 | $0 | $43,615 | $0 | $17,850 | $0 | $18,663 | $0 | $514,710 | $0 | $0 | $0 |
| DR MATRECIA JAMES | ||||||||||||||
| DEAN - SCHOOL OF BUSINESS | $240,603 | $0 | $0 | $0 | $0 | $0 | $24,349 | $0 | $6,952 | $0 | $271,904 | $0 | $0 | $0 |
| DR DAVID HILMEY | ||||||||||||||
| PROVOST AND VP ACADEMIC AFFAIRS | $212,877 | $0 | $10,750 | $0 | $0 | $0 | $22,077 | $0 | $19,273 | $0 | $264,977 | $0 | $0 | $0 |
| JAMES CROWLEY | ||||||||||||||
| WOMEN'S HEAD BASKETBALL COACH | $196,812 | $0 | $13,424 | $0 | $9,000 | $0 | $0 | $0 | $19,273 | $0 | $238,509 | $0 | $0 | $0 |
| H DANIEL HUNGERFORD | ||||||||||||||
| VP FOR FINANCE/ADMIN (THRU 9/24) | $166,124 | $0 | $32,250 | $0 | $4,615 | $0 | $16,885 | $0 | $14,118 | $0 | $233,992 | $0 | $0 | $0 |
| BERNARD VALENTO | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $163,025 | $0 | $12,375 | $0 | $0 | $0 | $16,789 | $0 | $19,273 | $0 | $211,462 | $0 | $0 | $0 |
| KATHRYN D O'BRIEN | ||||||||||||||
| VP FOR STUDENT AFFAIRS | $179,501 | $0 | $13,125 | $0 | $0 | $0 | $17,779 | $0 | $0 | $0 | $210,405 | $0 | $0 | $0 |
| NANCY K TAYLOR | ||||||||||||||
| INTERIM VP FINANCE/ADMIN (9/24-2/25) | $123,207 | $0 | $0 | $0 | $9,231 | $0 | $13,280 | $0 | $20,738 | $0 | $166,456 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF CATTARAUGUS CRC | ||||||||
| A | 273458026 | 14946TBFO | 2016-02-11 | $6,904,497 | REFUNDING OF 2006 BOND | 0 | 0 | 0 |
| COUNTY OF CATTARAUGUS CRC | ||||||||
| B | 273458026 | 14946TAP9 | 2014-05-29 | $10,393,724 | DORMITORY RENOVATIONS AND DEFERRED MAINTENANCE | 0 | 0 | 0 |
| COUNTY OF CATTARAUGUS CRC | ||||||||
| C | 273458026 | 2022-05-20 | $25,000,000 | PLASSMANN RENOVATION, GRAD HOUSING, DEFERRED MAINTENANCE | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $6,904,497 | $265,523 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $10,393,724 | $207,874 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $10,185,850 | |
| C | $25,000,000 | $619,668 | 2025 | 0 | 0 | Yes (1) | Yes (1) | $19,067,328 | $5,313,004 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: COUNTY OF CATTARAUGUS CRC DATE THE REBATE COMPUTATION WAS PERFORMED: 02/11/2024 ISSUER NAME: COUNTY OF CATTARAUGUS CRC DATE THE REBATE COMPUTATION WAS PERFORMED: 05/29/2024 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $37,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $550,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | NEW PICK UP TRUCK | 1 | $44,358 | FMV AT TIME OF GIFT |
| Yes (X) | FOOD/DRINK FOR EVENTS | 1 | $18,797 | FMV AT TIME OF GIFT |
| Yes (X) | SPEAKING ENGAGEMENT | 2 | $15,000 | FMV AT TIME OF GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE UNIVERSITY HAS STARTED MASTERS OF SOCIAL WORK AND EDD PROGRAMS DURING THE YEAR. THE EDD PROGRAM IS A TERMINAL DEGREE FEATURING COURSEWORK ABOUT EDUCATIONAL LEADERSHIP, COMBINING RESEARCH AND THEORY WITH REAL-WORLD APPLICATION FOR A COMPREHENSIVE EDUCATION. THE MASTERS OF SOCIAL WORK IS DESIGNED AROUND PROMOTING VALUES GROUNDED IN COMMITMENT TO SERVICE, RESPECT FOR HUMAN DIGNITY, AND ENGAGEMENT IN CRITICAL INQUIRY. |
| FORM 990, PART III, LINE 3 | THE UNIVERSITY HAS ENDED TWO MASTERS PROGRAMS, ANALYTICS (MS) 11 STUDENTS, AND LEADERSHIP (MA) 12 STUDENTS. STUDENTS IN THOSE PROGRAMS ARE BEING TAUGHT OUT, BUT THE UNIVERSITY WILL NO LONGER ENROLL STUDENTS IN THESE PROGRAMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SUBJECT TO REVIEW BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO BEING FILED. IT IS ALSO MADE AVAILABLE ON THE TRUSTEES PORTAL FOR THE PERUSAL OF ALL TRUSTEES DURING THE PERIOD IN WHICH IT IS UNDER REVIEW, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND OFFICERS OF SBU ARE REQUIRED TO ADHERE TO A CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT ANY CONFLICTS ARE SELF-DISCLOSED AND ADDITIONAL CONFLICTS AND POTENTIAL CONFLICTS ARE MONITORED THROUGH THE VICE-PRESIDENTIAL OFFICES AND OFFICE OF THE PRESIDENT. WHEN A CONFLICT IS PRESENT AT THE BOARD LEVEL, THE TRUSTEE WILL ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXTERNAL COMPENSATION CONSULTING FIRM IS PERIODICALLY RETAINED TO ASSIST WITH ANALYSIS OF OFFICER COMPENSATION. THE FIRM REVIEWS OFFICER JOB DESCRIPTIONS AND ESTABLISHES A RECOMMENDED SALARY RANGE BASED ON RELEVANT BENCHMARK DATA. BENCHMARK DATA USED INCLUDES THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION SURVEY AND IT IS SUPPLEMENTED BY DATA IN SPECIFIC INDUSTRIES AND/OR LOCAL DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DATA WITH THE FIRM AND SETS THE PRESIDENT'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (INCLUDING POLICIES) ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN WRITING THROUGH THE OFFICE OF VP FINANCE & ADMINISTRATION AND OFFICE OF THE PRESIDENT. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE OFFICE OF VP FINANCE & ADMINISTRATION OF THE UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | PASSED THROUGH PARTNERSHIPS 18,894. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -579,900. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST PROPERTY VENTURES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2448 | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933282340 | EIN |
| Primary Activities | DEVELOPMENT OF PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $26,000 | TotalIncomeAmt |
| End Of Year Assets | $799,365 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST BONAVENTURE UNIVERSITY | BusinessNameLine1Txt |