WASHINGTON AND JEFFERSON COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON AND JEFFERSON COLLEGE (EIN 25-0965601)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-14
- IRS object ID
- 201140739349300409
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-14T11:56:39-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 PENN AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON & JEFFERSON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WASH | NameControl |
| Phone | 7242236009 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | PA | State |
| ZIP Code | 15301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR DENNIS MCMASTER | Name |
| Title | VP FOR BUSINESS AND FINANCE | Title |
| Phone | 7242236009 | Phone |
| Date Signed | 2011-03-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan M Kirsch | Name |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR TORI HARING-SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | PA | State |
| ZIP Code | 15301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 120339744 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WASHJEFF.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1781 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE EDUCATION, THE DEVELOPMENT OF SKILLS, KNOWLEDGE, AND PERSONAL QUALITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1284 | TotalNbrEmployees |
| Total Nbr Volunteers | 665 | TotalNbrVolunteers |
| Total Gross UBI | 116464 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10083370 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7904456 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59361486 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63519052 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3675095 | InvestmentIncomePriorYear |
| Investment Income Current Year | 526519 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 280352 | OtherRevenuePriorYear |
| Other Revenue Current Year | 339751 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 73400303 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72289778 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19305087 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19705209 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21853686 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23169873 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1725438 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23346158 | OtherExpensePriorYear |
| Other Expenses Current Year | 26823887 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64504931 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69698969 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8895372 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2590809 | RevenuesLessExpensesCY |
| Total Assets BOY | 211179357 | TotalAssetsBOY |
| Total Assets EOY | 254285296 | TotalAssetsEOY |
| Total Liabilities BOY | 41651280 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77185177 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 169528077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 177100119 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO GRADUATE MEN AND WOMEN OF UNCOMMON INTEGRITY, COMPETENCE, AND MATURITY, WHO ARE EFFECTIVE LIFELONG LEARNERS AND RESPONSIBLE CITIZENS, AND WHO ARE PREPARED TO CONTRIBUTE SUBSTANTIALLY TO THE WORLD IN WHICH THEY LIVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 56673272 | Expense |
| Grants | 19705209 | Grants |
| Revenue | 63383794 | Revenue |
| Description | FOUNDED IN 1781, W&j IS ONE OF THE OLDEST COLLEGES IN AMERICA. IT IS A FOUR-YEAR, PRIVATE, LIBERAL ARTS COLLEGE DEDICATED TO ITS STUDENTS. IT IS NATIONALLY RECOGNIZED AS AN EXCELLENT RESIDENTIAL, STUDENT-CENTERED UNDERGRADUATE INSTITUTION. 88% OF STUDENTS WHO APPLY TO LAW SCHOOLS, AND 77% WHO APPLY TO PROFESSIONAL HEALTH SCHOOLS ARE ACCEPTED. WITHIN SIX MONTHS OF COMMENCEMENT, 91% ENTER GRADUATE SCHOOL OR FIND EMPLOYMENT IN THEIR FIELD. STATISTICS - UNDERGRADUATE STUDENTS: 1505 FULL-TIME EQUIVALENT STUDENTS AND, 319 GRADUATES. | Description |
| Total Program Service Expense | 56673272 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1996 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1284 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T SZEJKOASSOCIATE VP OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7242236009 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | PA | State |
| ZIP Code | 15301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JERRELL ANGELL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOHN W BEAN | |||||||
| TRUSTEE (ENT 10/02/09) | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT M BEAVERS JR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JAMES W CAMERON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| GARY L CHURGIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD T CLARK | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JONATHAN M CONRAD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| PATRICK A CORRENTYMD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| SAMUEL J DAVISESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MCCLELLAN A DUBOIS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LYN M DYSTERPHD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LAUREN M FARRELL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| WALTER FLAMENBAUM MD | |||||||
| TRUSTEE (ENT 02/27/10) | 0.50 | X | 0 | 0 | 0 | ||
| JOHN E FRAZIER II MD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JAMES F GISMONDI | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| GRETCHEN B GOCKLEY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MELISSA A HARTESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ELIZABETH HURWITZ-SCHWAB | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS J LEYDIG | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM N MACARTNEY III | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHARLES F MARCY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JAMES J MCCAFFREY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ALBERT G NICKEL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHONG S PARK MD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM S PLATT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| AMICHAEL PRATTESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| EMILES PRENTICE IIIESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DIANA L REEDESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DAVID A ROSS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LOUISE K ROSS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DAVID A STEINBERG | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LEANNE TRACHOK | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CRAIG A VARGAESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DRALBERTO W VILAR | |||||||
| TRUSTEE(EXITED 10/02/09) | 0.00 | X | 0 | 0 | 0 | ||
| CHARLES T NASON | |||||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 | X | |
| KENNETH R MELANI MD | |||||||
| 1ST VICE CHAIR/TREASURER | 2.50 | X | 0 | 0 | 0 | X | |
| BARBARA R DEWITT | |||||||
| VICE CHAIR | 2.50 | X | 0 | 0 | 0 | X | |
| B JOHN PENDLETON JR ESQ | |||||||
| VICE CHAIR | 2.50 | X | 0 | 0 | 0 | X | |
| WILLIAM M STOUT | |||||||
| VICE CHAIR | 2.50 | X | 0 | 0 | 0 | X | |
| JAMES J BARNESESQ | |||||||
| SECRETARY | 2.50 | X | 0 | 0 | 0 | X | |
| DRTORI HARING-SMITH | |||||||
| PRESIDENT | 55.00 | X | 289270 | 0 | 171392 | X | |
| DENNIS MCMASTER | |||||||
| VP FOR BUSINESS&FINANCE | 55.00 | 154086 | 0 | 27113 | X | ||
| ALTON NEWELL | |||||||
| VP FOR ENROLLMENT | 55.00 | 157594 | 0 | 25802 | X | ||
| MICHAEL GRZESIAK | |||||||
| VP FOR DEVELOPMENT | 55.00 | 144616 | 0 | 20598 | X | ||
| TIMOTHY MURPHY | |||||||
| ASSOCIATE PROFESSOR | 40.00 | 139066 | 0 | 24350 | X | ||
| JAN CZECHOWSKI | |||||||
| VP FOR ACADEMIC AFFAIRS | 55.00 | 134380 | 0 | 14231 | X | ||
| JOHN GREGOR | |||||||
| PROFESSOR | 40.00 | 105798 | 0 | 20585 | X | ||
| KAREN CRENSHAW | |||||||
| EX DIR CAMPAIGNS/ADV OP | 35.00 | 97073 | 0 | 18863 | X | ||
| TOM SZEJKO | |||||||
| ASSOC VP FOR BUSINESS | 35.00 | 96786 | 0 | 54217 | X | ||
| BYRON MCCRAE | |||||||
| VP & DEAN OF STUDENT LIFE | 55.00 | 94233 | 0 | 19483 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1124810 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 304071 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RYCON CONSTRUCTION | |||||
| 2525 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CONSTRUCTION SRVCS SCIENCE BUILDING | 20237588 |
| PARKHURST DINING SERVICE | |||||
| PO BOX 644091 | PITTSBURGH | PA | 152644090 | FOOD SERVICE | 3333981 |
| ARAMARK | |||||
| MANAGEMENT SERVICES | NEWARK | NJ | 071880170 | FACILITY MANAGEMENT | 3054265 |
| THE FIRST MARBLEHEAD CORPORATION | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | STUDENT LOAN COLLECTIONS | 694057 |
| EINHORN YAFFEE PRESCOTT | |||||
| PO BOX 617 | ALBANY | NY | 122010617 | ARCHITECT./ENGINEER.CONSULTANT | 483994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 7838 | FundraisingEvents |
| Government Grants | 1919732 | GovernmentGrants |
| All Other Contributions | 5976886 | AllOtherContributions |
| Noncash Contributions | 2122642 | NoncashContributions |
| Total Contributions | 7904456 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 48976557 | 48976557 | |
| STUDENT SERVICES | 900099 | 13463161 | 13463161 | |
| PROGRAMS | 900099 | 1079334 | 944076 | 135258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 63519052 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1029006 | TotalRevenueColumn |
| Unrelated Business Revenue | -18794 | UnrelatedBusinessRevenue |
| Exclusion | $1,047,800 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26293 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29709 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -3416 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3416 | TotalRevenueColumn |
| Exclusion | -$3,416 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46766113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47268600 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -502487 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -502487 | TotalRevenueColumn |
| Exclusion | -$502,487 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 59084 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7838 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 28400 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30684 | TotalRevenueColumn |
| Exclusion | $30,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 21300 | GrossIncomeGaming |
| Gaming Direct Expenses | 5655 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15645 | TotalRevenueColumn |
| Exclusion | $15,645 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1014440 | GrossSalesOfInventory |
| Cost Of Goods Sold | 717602 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 296838 | TotalRevenueColumn |
| Exclusion | $296,838 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72289778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63383794 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 116464 | UnrelatedBusinessRevenue |
| Exclusion | $885,064 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270000 | Total |
| Program Services | 270000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19013906 | Total |
| Program Services | 19013906 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421303 | Total |
| Program Services | 421303 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1617661 | Total |
| Program Services | 841195 | ProgramServices |
| Management And General | 396864 | ManagementAndGeneral |
| Fundraising | 379602 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15498692 | Total |
| Program Services | 12585137 | ProgramServices |
| Management And General | 2224919 | ManagementAndGeneral |
| Fundraising | 688636 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1193476 | Total |
| Program Services | 914208 | ProgramServices |
| Management And General | 197678 | ManagementAndGeneral |
| Fundraising | 81590 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3497344 | Total |
| Program Services | 2312065 | ProgramServices |
| Management And General | 974794 | ManagementAndGeneral |
| Fundraising | 210485 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1362700 | Total |
| Program Services | 1103987 | ProgramServices |
| Management And General | 182267 | ManagementAndGeneral |
| Fundraising | 76446 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644461 | Total |
| Program Services | 3204 | ProgramServices |
| Management And General | 640669 | ManagementAndGeneral |
| Fundraising | 588 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17165 | Total |
| Management And General | 17165 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62636 | Total |
| Management And General | 62636 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54173 | Total |
| Management And General | 54173 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220549 | Total |
| Management And General | 220549 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3230502 | Total |
| Management And General | 3230502 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183090 | Total |
| Program Services | 183090 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695901 | Total |
| Program Services | 332386 | ProgramServices |
| Management And General | 222429 | ManagementAndGeneral |
| Fundraising | 141086 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126754 | Total |
| Program Services | 126754 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2525312 | Total |
| Program Services | 579403 | ProgramServices |
| Management And General | 1945909 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1258671 | Total |
| Program Services | 1030375 | ProgramServices |
| Management And General | 176734 | ManagementAndGeneral |
| Fundraising | 51562 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123559 | Total |
| Program Services | 21342 | ProgramServices |
| Management And General | 52663 | ManagementAndGeneral |
| Fundraising | 49554 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3059643 | Total |
| Program Services | 3059643 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5170796 | Total |
| Program Services | 4912256 | ProgramServices |
| Management And General | 258540 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447336 | Total |
| Program Services | 447336 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 2834292 | 2834292 | ||
| BAD DEBT EXPENSE | 1245789 | 1245789 | ||
| ATHLETIC & GAME EXPENSE | 926785 | 926785 | ||
| STUDENT SERVICE EXPENSE | 926128 | 926128 | ||
| NON-CAPITAL SMALL EQUIP | 688365 | 314933 | 370877 | 2555 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2381980 | Total |
| Program Services | 2267755 | ProgramServices |
| Management And General | 70891 | ManagementAndGeneral |
| Fundraising | 43334 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69698969 | Total |
| Program Services | 56673272 | ProgramServices |
| Management And General | 11300259 | ManagementAndGeneral |
| Fundraising | 1725438 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8101309 | BOY |
| EOY | 29161926 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3078326 | BOY |
| EOY | 1969539 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2196352 | BOY |
| EOY | 1962611 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341866 | BOY |
| EOY | 260156 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1470205 | BOY |
| EOY | 1793705 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326626 | BOY |
| EOY | 203690 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1380053 | BOY |
| EOY | 2069553 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 197467264 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57436583 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95062588 | BOY |
| EOY | 140030681 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68871359 | BOY |
| EOY | 38138254 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30011007 | BOY |
| EOY | 38146051 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339666 | BOY |
| EOY | 549130 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211179357 | BOY |
| EOY | 254285296 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5427749 | BOY |
| EOY | 5264156 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3015258 | BOY |
| EOY | 1837755 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27388206 | BOY |
| EOY | 64680337 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5820067 | BOY |
| EOY | 5402929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41651280 | BOY |
| EOY | 77185177 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81479447 | BOY |
| EOY | 99807363 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45898920 | BOY |
| EOY | 32440105 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42149710 | BOY |
| EOY | 44852651 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169528077 | BOY |
| EOY | 177100119 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211179357 | BOY |
| EOY | 254285296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 54173 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 54173 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 69634796 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 69688969 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 75619 | CurrentYearMinus3 |
| Current Year Minus2 | 82811 | CurrentYearMinus2 |
| Current Year Minus1 | 69709 | CurrentYearMinus1 |
| Current Year | 54173 | CurrentYear |
| Total | 282312 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75605633 | BeginningOfYearBalance |
| Contributions | 4265777 | Contributions |
| Investment Earnings Or Losses | 8070543 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2009438 | GrantsOrScholarships |
| Other Expenditures | 2264228 | OtherExpenditures |
| End Of Year Balance | 83668287 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101091273 | BeginningOfYearBalance |
| Contributions | 1163346 | Contributions |
| Investment Earnings Or Losses | -22017494 | InvestmentEarningsOrLosses |
| Other Expenditures | 4631492 | OtherExpenditures |
| End Of Year Balance | 75605633 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53610 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.33690 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10617135 | OtherCostOrOtherBasis |
| Book Value | 10617135 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 148876983 | OtherCostOrOtherBasis |
| Depreciation | 34655733 | Depreciation |
| Book Value | 114221250 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24702155 | OtherCostOrOtherBasis |
| Depreciation | 17451596 | Depreciation |
| Book Value | 7250559 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13270991 | OtherCostOrOtherBasis |
| Depreciation | 5329254 | Depreciation |
| Book Value | 7941737 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140030681 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DIVERSIFIED INFLATION HEDGE | 7251357 | F |
| SECUR.HELD IN TRUST BY OTHERS | 5312631 | F |
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES | 471247 | F |
| INVESTMENTS - REAL ESTATE | 1172193 | C |
| INT'L GROWTH EQUITY FUND | 7306955 | F |
| INVEST. IN OTHER HEDGE FUNDS | 13135518 | F |
| INVESTMENT IN LIMITED P-SHIP | 3366772 | F |
| COMMON STOCK | 129378 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 38146051 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED RETIREE HEALTHCARE BENEFITS | $2,583,739 |
| FED.GOV ADVANCES FOR STUDENT LOANS | $1,838,638 |
| LIABILITIES UNDER LIFE INTEREST AGREEM. | $708,887 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $271,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5402929 | TotalOfAmounts |
| Total Revenue | 72289778 | TotalRevenue |
| Total Expenses | 69698969 | TotalExpenses |
| Excess Or Deficit For Year | 2590809 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6972705 | NetUnrealizedGLOnInvestments |
| Other | -$1,991,472 | OtherAmount |
| Total Adjustments | 4981233 | TotalAdjustments |
| Excess Or Deficit Per FS | 7572042 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 60608640 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6972705 | NetUnrealizedGainsInvestments |
| Other Revenues | -19435209 | OtherRevenues |
| Revenue Not Rptd F990 | -12462504 | RevenueNotRptdF990 |
| Revenue Subtotal | 73071144 | RevenueSubtotal |
| Other Revenues Not Included | -781366 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -781366 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72289778 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 51045126 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 781366 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 781366 | ExpensesNotRptdF990 |
| Expenses Subtotal | 50263760 | ExpensesSubtotal |
| Other Expenses Not Included | 19435209 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 19435209 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 69698969 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | THE COLLEGE'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS WITH A VALUE UNDER $5,000 ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. | |
| Part V, Line 4: | CAPITAL IMPROVEMENTS, OPERATIONAL SUPPORT, AND STUDENT FINANCIAL AID, SUBJECT TO DONOR SPECIFICATIONS STATED IN ORIGINAL GIFT AGREEMENTS. | Description of Intended Use of Endowment Funds: |
| Part X: | THE COLLEGE FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. THE COLLEGE'S STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2010 AND 2009 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE COLLEGE HAS NO UNRECOGNIZED TAX BENEFITS. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | MERGER OF WASHINGTON & JEFFERSON DEVELOPMENT CORPORATION UNRESTRICTED FUNDS: -1991472. | |
| PART XII, LINE 2D: STUDENT FINANCIAL AID: $ (19,435,209) PART XII, LINE 4B: RENTAL EXPENSES: $ (29,709) PART XII, LINE 4B: DIRECT FUNDRAISING EXPENSE: $ (34,055) PART XII, LINE 4B: COSTS OF GOODS SOLD FROM BOOKSTORE: $ (717,602) TOTAL PART XII, LINE 4B: $(791,366) PART XIII, LINE 2D: RENTAL EXPENSES: $ 29,709 PART XIII, LINE 2D: DIRECT FUNDRAISING EXPENSE: $ 34,055 PART XIII, LINE 2D: COSTS OF GOODS SOLD FROM BOOKSTORE: $ 717,602 TOTAL PART XIII LINE 2D: $ 791,366 PART XIII, LINE 4B: STUDENT FINANCIAL AID: $ 19,435,209 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | WASHINGTON AND JEFFERSON COLLEGE ACTIVELY RECRUITS STUDENTS IN 40 STATES AND WASHINGTON, D.C. IT IS THE OPINION OF THE COLLEGE THAT IT WOULD BE COST PROHIBITIVE TO PUBLICIZE THE COLLEGE'S NONDISCRIMINATION POLICY (AS TO RACE, COLOR, SEX, HANDICAP, AGE, OR NATIONAL ORIGIN) THROUGH NEWSPAPER OR BROADCAST MEDIA IN SUCH A LARGE GEOGRAPHICAL AREA. THE COLLEGE'S RACIAL NONDISCRIMINATION POLICY (AND OTHER AFOREMENTIONED NONDISCRIMINATORY POLICIES) ARE PUBLISHED IN THE COLLEGE'S CATALOGUES, PROGRAM PROFILES, FINANCIAL AID BROCHURE, APPLICATION FORM, COLLEGE PUBLICATIONS AND OTHER WRITTEN COMMUNICATIONS WHICH ARE ROUTINELY PROVIDED TO ALL PROSPECTIVE STUDENTS. THIS POLICY IS ALSO POSTED ON THE COLLEGE'S INTERNET WEBSITE. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | IN THE COURSE OF OUR BUSINESS AS A COLLEGE, THE INSTITUTION RECEIVES FEDERAL GRANTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | STUDY ABROAD | STUDENT AID | 474749 |
| NORTH AMERICA | 0 | 0 | STUDY ABROAD | STUDENT AID | 7727 |
| EAST ASIA AND PACIFIC | 0 | 0 | STUDY ABROAD | STUDENT AID | 42573 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | STUDY ABROAD | STUDENT AID | 2200 |
| SOUTH AMERICA | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | 23125 | ||
| EAST ASIA AND THE PACIFIC | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | 66375 | ||
| MIDDLE EAST AND NORTH AFRICA | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | 23250 | ||
| EUROPE | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | 287688 | ||
| SUB-SAHARAN AFRICA | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | 20865 | ||
| CENTRAL AMERICA & CARIBBEAN | INVESTMENTS | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 948552 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| STUDENT AID | SOUTH AMERICA | 4 | 23125 | N/A | N/A | N/A |
| STUDENT AID | EAST ASIA AND THE PACIFIC | 11 | 66375 | N/A | N/A | N/A |
| STUDENT AID | EUROPE | 42 | 287688 | N/A | N/A | N/A |
| STUDENT AID | SUB-SAHARAN AFRICA | 2 | 20865 | N/A | N/A | N/A |
| STUDENT AID | MIDDLE EAST AND NORTH AFRICA | 3 | 23250 | N/A | N/A | N/A |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 31934 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7838 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24096 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1776 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6375 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 4483 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4373 | OtherDirectExpensesEvent1 |
| Name Of Event2 | B-BALL GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 10660 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 10660 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 300 | CashPrizesEvent2 |
| Rent Facility Costs Event2 | 1206 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 300 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24328 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 24328 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1804 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2495 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2820 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 2468 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 66922 | GrossReceiptsTotal |
| Charitable Contributions Total | 7838 | CharitableContributionsTotal |
| Gross Revenue Total Events | 59084 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 300 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3580 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 10076 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7603 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 6841 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28400 | DirectExpenseSummaryEvents |
| Net Income Summary | 30684 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 21300 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 5000 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 655 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 21300 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 5000 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 655 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 5655 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 15645 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CITY OF WASHINGTON PA | |||||||
| C/O 655 WMAIDEN ST | WASHINGTON | PA | 15301 | 256000886 | 170(b)(i)(a)(v) | 190000 | COMMUNITY SUPPORT |
| CITY OF WASHINGTON PA | |||||||
| C/O 655 WMAIDEN ST | WASHINGTON | PA | 15301 | 256000886 | 170(b)(i)(a)(v) | 80000 | COMMUNITY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS AND STUDENT AID | 1336 | 18428985 |
| STUDENT ASSISTANCE FOR ACADEMIC SUPPORT | 29 | 584921 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE GRANT FUNDS AWARDED TO STUDENTS ARE APPLIED DIRECTLY TO THEIR STUDENT ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DRTORI HARING-SMITH | |||||||||||||
| 274128 | 0 | 0 | 0 | 15142 | 0 | 133103 | 0 | 38289 | 0 | 460662 | 0 | 0 | 0 |
| DENNIS MCMASTER | |||||||||||||
| 149934 | 0 | 0 | 0 | 4152 | 0 | 12000 | 0 | 15113 | 0 | 181199 | 0 | 0 | 0 |
| ALTON NEWELL | |||||||||||||
| 153151 | 0 | 0 | 0 | 4443 | 0 | 12000 | 0 | 13802 | 0 | 183396 | 0 | 0 | 0 |
| MICHAEL GRZESIAK | |||||||||||||
| 142452 | 0 | 0 | 0 | 2164 | 0 | 11200 | 0 | 9398 | 0 | 165214 | 0 | 0 | 0 |
| TIMOTHY MURPHY | |||||||||||||
| 138841 | 0 | 0 | 0 | 225 | 0 | 11212 | 0 | 13138 | 0 | 163416 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||
| 251437320 | 93859RAT4 | 2010-03-22 | 62084003 | REFUNDING, CAPITAL PROJECTS | 0 | 0 |
| WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||
| 251437320 | 2009-09-01 | 4500000 | CAPITAL PROJECTS | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 63375000 | 60607135 | 555812 | 924056 | 2010 | 1 | 0 | 1 | 1 |
| 4500000 | 44200 | 4455800 | 2015 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| R SANDMEYER JR | ||||||
| STOCK GIFT BUY BACK | X | $426,250 | 130078 | 0 | 1 | 1 |
| RODNEY SANDMEYER | ||||||
| STOCK GIFT BUY BACK | X | $426,250 | 130078 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 260156 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHINSEN & SALVITTI INSURANCE GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FORMER TRUSTEE'S FAMILY MEMBER HAS OWNERSHIP INTEREST IN INSURANCE PROVIDER | Relationship |
| Amount Of Transaction | 276144 | AmountOfTransaction |
| Description Of Transaction | INSURANCE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2062132 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PLATES, PRINTS, CLOCK | 1 | 510 | FMV |
| X | CHANDELIER | 1 | 60000 | FMV |
| X | DIVING EQUIP | 5 | 0 | N/A |
| X | PLATES & FILM STRIPS | 1 | 0 | N/A |
| X | BEVERAGES | 2 | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Third Party Use: | Part I, Line 32b: | THE COLLEGE USES AN OUTSIDE BROKER TO SELL SECURITIES RECEIVED AS CONTRIBUTIONS. |
| Non Reporting of Revenue: | Part I, Line 33: | GIFTS IN KIND THAT ARE LESS THAN $5,000 ARE NOT REPORTED AS REVENUE, DUE TO LACK OF MATERIALITY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 4 | WASHINGTON & JEFFERSON DEVELOPMENT CORPORATION MERGED INTO THE COLLEGE ON MARCH 22, 2010. | |
| Form 990, Part VI, Section A, line 7a | ALUMNI TRUSTEES ARE ELECTED BY THE ALUMNI EXECUTIVE COUNCIL. | |
| Form 990, Part VI, Section B, line 11 | FORM 990 IS REVIEWED BY THE ASSOCIATE VP FOR BUSINESS AND THE CHIEF FINANCIAL OFFICER, HIGHLIGHTS OF THE FORM ARE THEN REVIEWED WITH THE PRESIDENT OF THE COLLEGE. THE FORM IS AVAILABLE TO THE BOARD ONLINE, FOR THEIR REVIEW, AND IS PRESENTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL. | |
| Form 990, Part VI, Section B, line 12c | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE SENIOR STAFF OF THE COLLEGE AND BY LEGAL COUNSEL. ANNUAL DISCLOSURE STATEMENTS ARE SENT OUT TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. | |
| Form 990, Part VI, Section B, line 15 | -CEO: THE EMPLOYMENT CONTRACT INCLUDED A SALARY/BENEFITS REVIEW PERFORMED BY AN UNRELATED THIRD PARTY, SOLENTURE, ON BEHALF OF THE BOARD OF TRUSTEES, AND THE CONTRACT WAS APPROVED BY AN INDEPENDENT BOARD. THE PROCESS INCLUDED AN ANALYSIS OF COMPARABLE SALARY AND BENEFIT DATA. THE BOARD APPROVAL WAS DOCUMENTED IN THE MINUTES. -VP FOR BUSINESS AND FINANCE: THE COLLEGE SUBCONTRACTED TO AN UNRELATED CONSULTANT GROUP, WITT KIEFFER, FOR A SALARY AND BENEFITS REVIEW, INCLUDING AN ANALYSIS OF COMPARABLE DATA, AND ASSISTANCE WITH THE HIRING PROCESS. THE BOARD AND THE SENIOR STAFF ALSO PARTICIPATED IN THE PROCESS. | |
| Form 990, Part VI, Section C, line 19 | WASHINGTON & JEFFERSON COLLEGE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, TYPICALLY VIA EMAIL. | |
| FORM 990, PART XI, QUESTION 2C | THE AUDIT COMMITTEE CHARGE IS TO MEET AND DISCUSS DIRECTLY WITH THE EXTERNAL AUDITORS ISSUES CONFRONTING THE COLLEGE ON AN ANNUAL BASIS AS PART OF THE PLANNING PHASE OF THE AUDIT. UPON COMPLETION OF THE AUDIT THE EXTERNAL AUDITORS REPORT DIRECTLY TO THE COMMITTEE ON RESULTS OF THE AUDIT. AFTER THIS REVIEW THE COMMITTEE APPROVES THE FINANCIAL STATEMENTS AS PRESENTED BY THE EXTERNAL AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF FINANCIAL STATEMENT AUDIT |
| FORM 990, PART VII: EMERITUS TRUSTEES: THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF THE WASHINGTON & JEFFERSON COLLEGE WITH NO VOTING RIGHTS: EDWINA W. CAMERON, DR. WALTER COOPER, DR. JOHN R. ECHEMENT, DR. ROBERT M. ELLIOTT, RICHARD Y. HADDAD, DR. JOSEPH A. HARDY, SR., JAMES H. KNEPSHIELD, M.D., J. ROBERT MAXWELL, ESQ., JOHN L. S. NORTHROP, H. THOMAS PATTON, RONALD V. PELLEGRINI, M.D. (ENT 02/21/09), JAMES L. PHILLIPS, M.D., ANICA D. RAWNSLEY, E. RONALD SALVITTI, M.D., RONALD P. SANDMEYER, SR., DOROTHY A. SERVIS, ESQ., ROBERT B. SHUST, F. LEO WRIGHT, ESQ. |