CARLOW UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CARLOW UNIVERSITY (EIN 25-0965438)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201141309349302179
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T18:13:02-05:00 | 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 | 250965438 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOW UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 4125786000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TYLER A KELSCH | Name |
| Title | VP FINANCE AND OPERATION | Title |
| Phone | 4125786000 | Phone |
| Date Signed | 2011-05-10 | 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 MARY HINES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45976262 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CARLOW.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | POST SECONDARY EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1012 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4668428 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2669380 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38433501 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41383446 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1090726 | InvestmentIncomePriorYear |
| Investment Income Current Year | 570004 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 661557 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7894 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42672760 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44630724 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4829865 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7833337 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22755350 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22692730 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 29972 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 756598 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13803652 | OtherExpensePriorYear |
| Other Expenses Current Year | 14334329 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 41418839 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44890396 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1253921 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -259672 | RevenuesLessExpensesCY |
| Total Assets BOY | 48623923 | TotalAssetsBOY |
| Total Assets EOY | 48632946 | TotalAssetsEOY |
| Total Liabilities BOY | 10697889 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10111100 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37926034 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38521846 | NetAssetsOrFundBalancesEOY |
| Mission Description | CARLOW UNIVERSITY IS A CATHOLIC, WOMEN-CENTERED, LIBERAL ARTS INSTITUTION EMBODYING THE HERITAGE AND VALUES OF THE SISTERS OF MERCY, AND ENGAGING ITS DIVERSE COMMUNITY IN A PROCESS OF LIFE-LONG LEARNING, SCHOLARSHIP AND RESEARCH. THIS ENGAGEMENT EMPOWERS INDIVIDUALS TO THINK CLEARLY AND CREATIVELY; TO ACTIVELY PURSUE INTELLECTUAL ENDEAVORS; TO DISCOVER, CHALLENGE, OR AFFIRM CULTURAL AND AESTHETIC VALUES; TO RESPOND REVERENTLY TO GOD AND OTHERS; AND TO EMBRACE AN ETHIC OF SERVICE FOR A JUST AND MERCIFUL WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35738351 | Expense |
| Grants | 7889403 | Grants |
| Revenue | 41383446 | Revenue |
| Description | CARLOW UNIVERSITY, A CATHOLIC, WOMEN-CENTERED, LIBERAL ARTS INSTITUTION EMBODYING THE HERITAGE AND VALUES OF THE SISTERS OF MERCY, ENGAGES ITS DIVERSE COMMUNITY IN A PROCESS OF LIFE-LONG LEARNING, SCHOLARSHIP, AND RESEARCH. THIS ENGAGEMENT EMPOWERS INDIVIDUALS TO THINK CLEARLY AND CREATIVELY; TO ACTIVELY PURSUE INTELLECTUAL ENDEAVORS; TO DISCOVER, CHALLENGE, OR AFFIRM CULTURAL AND AESTHETIC VALUES; TO RESPOND REVERENTLY TO GOD AND OTHERS; AND TO EMBRACE AN ETHIC OF SERVICE FOR A JUST AND MERCIFUL WORLD. CARLOW OFFERS UNDERGRADUATE DEGREE PROGRAMS IN THE ARTS AND SCIENCES, EDUCATION, MANAGEMENT, AND HEALTH CARE PROFESSIONS AND GRADUATE PROGRAMS IN BUSINESS ADMINISTRATION AND MANAGEMENT, HEALTH CARE, LEADERSHIP, AND PROFESSIONAL COUNSELING. | Description |
| Total Program Service Expense | 35738351 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | 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 | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 55 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1012 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DOROTHY ANTONUCCI | NamePerson |
| Telephone Number | 4125788770 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DEBORAH L ACKLIN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MICHELE R ATKINS | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOYCE A BENDER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| KATHLEEN W BUECHEL | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JACK L BURLEY SR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOANNE COURNEEN RSM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| BRUCE I CROCKER ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOHN R DENNY JR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JACKIE DIXON ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PAULA J HASBACH ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PATRICIA MARY HESPELEIN RSM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| KEVIN P KEARNS PHD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA A KIRR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MAUREEN LALLY-GREEN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DANIEL J LEBISH ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DIANE C MATJE RSM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| INEZ MILES ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| HELENE L NORBUT ENTER 7109 | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| GEORGE L PRY | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JANET SIMON PHD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PATRICIA WHALEN RSM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ROSEANNE R WHOLEY | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JUDITH WORDEN RSM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| LOUISE R MALAKOFF JD | ||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| THERESA A SCOTTI | ||||||||
| VICE CHAIR, GOVERNANCE | 2.00 | X | 0 | 0 | 0 | X | ||
| JUDITH STOJHOVIC RSM | ||||||||
| VICE CHAIR, MISSION | 2.00 | X | 0 | 0 | 0 | X | ||
| KAREN DUNN KELLEY | ||||||||
| BOARD TREASURER | 2.00 | X | 0 | 0 | 0 | X | ||
| CECILIA MURPHY RSM | ||||||||
| BOARD SECRETARY | 2.00 | X | 0 | 0 | 0 | X | ||
| MARY HINES PHD | ||||||||
| UNIVERSITY PRESIDENT | 50.00 | X | 268039 | 0 | 24865 | X | ||
| MARGARET MCLAUGHLIN ENTER 7109 | ||||||||
| UNIV. PROVOST/CORPORATE SECRETARY | 40.00 | 81486 | 0 | 14817 | X | |||
| TYLER KELSCH VP OF FINANCE | ||||||||
| OPERATIONS/CORPORATE TREASURER | 50.00 | 160785 | 0 | 26932 | X | |||
| STEPHEN BORECKY | ||||||||
| BIOLOGY DEPARTMENT CHAIR | 40.00 | 102831 | 0 | 28492 | X | |||
| CRYSTEL GABRICH | ||||||||
| DEAN OF COLLEGE OF ARTS AND SCIENCE | 40.00 | 108362 | 0 | 33518 | X | |||
| CLARE HOPKINS | ||||||||
| ASSOCIATE DEAN OF NURSING | 40.00 | 113757 | 0 | 20517 | X | |||
| MARY ROTHENBERGER | ||||||||
| ASSOCIATE PROVOST | 40.00 | 113506 | 0 | 13225 | X | |||
| ROBERTA SCHOMBURG | ||||||||
| ASSOCIATE DEAN OF SCHOOL OF EDUCATI | 40.00 | 110277 | 0 | 32873 | X | |||
| GARY SMITH | ||||||||
| UNIVERSITY PROVOST | 40.00 | 92874 | 0 | 9042 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1151917 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 204281 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | 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 |
|---|---|---|---|---|---|
| ALADDIN FOOD MANAGEMENT SERVICES | |||||
| PO BOX 62028 | BALTIMORE | MD | 21264 | FOOD SERVICE | 1680208 |
| SUNGUARD HIGHER EDUCATION MANAGED SERVIC | |||||
| 2300 MAITLAND CENTER PARKWAY SUITE | MAITLAND | FL | 32751 | INFORMATION TECHNOLOGY OUTSOURCING | 1575312 |
| DATATEL | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | INFORMATION TECHNOLOGY SERVICES | 547917 |
| REED & WITTING | |||||
| 2900 SASSAFRAS WAY | PITTSBURGH | PA | 15201 | ADVERTISING | 184270 |
| US SECURITY ASSOCIATES | |||||
| PO BOX 931703 | ATLANTA | GA | 31193 | SECURITY SERVICES | 107309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 3700 | FundraisingEvents |
| Government Grants | 1115546 | GovernmentGrants |
| All Other Contributions | 1550134 | AllOtherContributions |
| Noncash Contributions | 36627 | NoncashContributions |
| Total Contributions | 2669380 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 34474747 | 34474747 |
| RESIDENCE HALL & BOARD | 721310 | 3220225 | 3220225 |
| CARLOW CAMPUS SCHOOL | 611600 | 2523331 | 2523331 |
| OTHER PROGRAMS | 900099 | 896979 | 896979 |
| CHILDREN'S CENTER | 624410 | 261315 | 261315 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6849 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6849 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41383446 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 428836 | TotalRevenueColumn |
| Exclusion | $428,836 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1480204 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1339036 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 141168 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141168 | TotalRevenueColumn |
| Exclusion | $141,168 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 14396 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3700 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 6502 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7894 | TotalRevenueColumn |
| Exclusion | $7,894 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44630724 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41383446 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $577,898 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7833337 | Total |
| Program Services | 7833337 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578424 | Total |
| Program Services | 445386 | ProgramServices |
| Management And General | 133038 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17801699 | Total |
| Program Services | 13333792 | ProgramServices |
| Management And General | 3982821 | ManagementAndGeneral |
| Fundraising | 485086 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812510 | Total |
| Program Services | 615263 | ProgramServices |
| Management And General | 183780 | ManagementAndGeneral |
| Fundraising | 13467 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2254751 | Total |
| Program Services | 1671165 | ProgramServices |
| Management And General | 499179 | ManagementAndGeneral |
| Fundraising | 84407 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1245346 | Total |
| Program Services | 945613 | ProgramServices |
| Management And General | 282456 | ManagementAndGeneral |
| Fundraising | 17277 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226021 | Total |
| Program Services | 174036 | ProgramServices |
| Management And General | 51985 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96000 | Total |
| Program Services | 73920 | ProgramServices |
| Management And General | 22080 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Fundraising | 30000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76931 | Total |
| Management And General | 76931 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56066 | Total |
| Program Services | 56066 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558621 | Total |
| Program Services | 430138 | ProgramServices |
| Management And General | 128483 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075395 | Total |
| Program Services | 786771 | ProgramServices |
| Management And General | 235009 | ManagementAndGeneral |
| Fundraising | 53615 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1575312 | Total |
| Program Services | 1212990 | ProgramServices |
| Management And General | 362322 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3706347 | Total |
| Program Services | 2849344 | ProgramServices |
| Management And General | 851103 | ManagementAndGeneral |
| Fundraising | 5900 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265268 | Total |
| Program Services | 191238 | ProgramServices |
| Management And General | 57123 | ManagementAndGeneral |
| Fundraising | 16907 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9096 | Total |
| Program Services | 7004 | ProgramServices |
| Management And General | 2092 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275579 | Total |
| Program Services | 212196 | ProgramServices |
| Management And General | 63383 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1906486 | Total |
| Program Services | 1467994 | ProgramServices |
| Management And General | 438492 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AUXILIARY | 1405146 | 1081962 | 323184 | |
| MISCELLANEOUS EXPENSE | 1045992 | 786854 | 235034 | 24104 |
| PROFESSIONAL DEVELOPMEN | 987540 | 754501 | 225369 | 7670 |
| STUDENT PROGRAMS | 606934 | 467099 | 139522 | 313 |
| ENTERTAINMENT | 239188 | 170429 | 50907 | 17852 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222407 | Total |
| Program Services | 171253 | ProgramServices |
| Management And General | 51154 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44890396 | Total |
| Program Services | 35738351 | ProgramServices |
| Management And General | 8395447 | ManagementAndGeneral |
| Fundraising | 756598 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2872658 | BOY |
| EOY | 2020494 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1675060 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2140130 | BOY |
| EOY | 1211051 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796493 | BOY |
| EOY | 1588741 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2114879 | BOY |
| EOY | 2039885 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255759 | BOY |
| EOY | 632735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 63045057 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35189355 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28405833 | BOY |
| EOY | 27855702 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12032921 | BOY |
| EOY | 11574028 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5250 | BOY |
| EOY | 35250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48623923 | BOY |
| EOY | 48632946 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2744428 | BOY |
| EOY | 2954935 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 30000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5683012 | BOY |
| EOY | 4804227 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2240449 | BOY |
| EOY | 2321938 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10697889 | BOY |
| EOY | 10111100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21233108 | BOY |
| EOY | 21921434 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4289899 | BOY |
| EOY | 4654110 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12403027 | BOY |
| EOY | 11946302 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37926034 | BOY |
| EOY | 38521846 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48623923 | BOY |
| EOY | 48632946 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13000739 | BeginningOfYearBalance |
| Contributions | -456725 | Contributions |
| Investment Earnings Or Losses | 1232915 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 292406 | GrantsOrScholarships |
| Other Expenditures | 212859 | OtherExpenditures |
| End Of Year Balance | 13271664 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12541003 | BeginningOfYearBalance |
| Contributions | 2501034 | Contributions |
| Investment Earnings Or Losses | -1887311 | InvestmentEarningsOrLosses |
| Other Expenditures | 153987 | OtherExpenditures |
| End Of Year Balance | 13000739 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90010 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03960 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1138348 | OtherCostOrOtherBasis |
| Book Value | 1138348 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46918752 | OtherCostOrOtherBasis |
| Depreciation | 30608911 | Depreciation |
| Book Value | 16309841 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12536444 | OtherCostOrOtherBasis |
| Depreciation | 4580444 | Depreciation |
| Book Value | 7956000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2451513 | OtherCostOrOtherBasis |
| Book Value | 2451513 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27855702 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENTS DEPOSITS FOR PLACE & ROOM HOLDING | $210,821 |
| FEDERAL LOAN ADVANCES | $2,111,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2321938 | TotalOfAmounts |
| Total Revenue | 44630724 | TotalRevenue |
| Total Expenses | 44890396 | TotalExpenses |
| Excess Or Deficit For Year | -259672 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 855484 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 855484 | TotalAdjustments |
| Excess Or Deficit Per FS | 595812 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38676727 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 855487 | NetUnrealizedGainsInvestments |
| Other Revenues | -6739055 | OtherRevenues |
| Revenue Not Rptd F990 | -5883568 | RevenueNotRptdF990 |
| Revenue Subtotal | 44560295 | RevenueSubtotal |
| Investment Expenses Not Included | 76931 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -6502 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 70429 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 44630724 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38080915 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6502 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6502 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38074413 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 76931 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6739052 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6815983 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44890396 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 250 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | INCOME TAXES - THE INTERNAL REVENUE SERVICE HAS RULED THAT THE UNIVERSITY IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XII, LINE 2D: STUDENT FINANCIAL AID: $(6,739,055) PART XII, LINE 4B: SPECIAL EVENT EXPENSES: $(6,502) PART XIII, LINE 2D: SPECIAL EVENT EXPENSES: $ 6,502 PART XIII, LINE 4B: STUDENT FINANCIAL AID: $ 6,739,055 |
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 | ALL RECRUITING PUBLICATIONS AND COLLEGE CATALOGS CONTAIN EXPRESS STATEMENTS THAT THE COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEX, OR RELIGION. | 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 | THE UNIVERSITY DISTRIBUTES STUDENT FINANCIAL ASSISTANCE FUNDS ON BEHALF OF FEDERAL AND STATE GOVERNMENTS. THIS ASSISTANCE INCLUDED FEDERAL AID FROM PELL GRANT AWARDS $2,709,297, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT AWARDS $213,475, COLLEGE WORK STUDY AWARDS $189,264 AND OTHER PROGRAMS $186,849. THE UNIVERSITY ALSO RECEIVED STATE AID FROM THE PA HIGHER EDUCATION ASSISTANCE AUTHORITY AWARDS $2,408,820. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 1 | PROGRAM SERVICES | CREATIVE WRITING PROGRAM | 63773 |
| Europe (Including Iceland & Greenland) | 1 | PROGRAM SERVICES | FINE ARTS PROGRAMS | 56066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 119839 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: GRANT FUNDS ARE MONITORED BY THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICES. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-BENNETT TECHNOLOGY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 531365 | GrossReceipts |
| Amount Retained By Contractor | 30000 | AmountRetainedByContractor |
| Net To Organization | 501365 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 531365 | TotalGrossReceipts |
| Total Retained By Contractors | 30000 | TotalRetainedByContractors |
| Total Net To Organization | 501365 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ROSE M. HAUBER LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 18096 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14396 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3880 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 335 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2287 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 18096 | GrossReceiptsTotal |
| Charitable Contributions Total | 3700 | CharitableContributionsTotal |
| Gross Revenue Total Events | 14396 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 3880 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 335 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2287 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6502 | DirectExpenseSummaryEvents |
| Net Income Summary | 7894 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 880 | NumberOfRecipients |
| Amount Of Cash Grant | 7833337 | AmountOfCashGrant |
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: GRANT FUNDS ARE MONITORED BY THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY HINES PHD | |||||||||||||
| 230149 | 0 | 0 | 0 | 37890 | 0 | 0 | 0 | 24865 | 0 | 292904 | 0 | 0 | 0 |
| TYLER KELSCH VP OF FINANCE & | |||||||||||||
| 160785 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26932 | 0 | 187717 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKINS AREA INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 251410750 | IssuerEIN |
| Date Issued | 2005-12-01 | DateIssued |
| Issue Price | 6080000 | IssuePrice |
| Description Of Purpose | REFUNDING AND CAPITAL IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6080000 | TotalProceeds |
| Issuance Costs From Proceeds | 94043 | IssuanceCostsFromProceeds |
| Capital Expenditures | 485957 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 36627 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | THE ORGANIZATION UTILIZED AN UNRELATED THIRD PARTY BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | AT THE CARLOW UNIVERSITY MAY 2010 BOARD MEETING, THE BOARD VOTED TO EXTEND THE TERM OF OFFICE OF THE CURRENT OFFICERS FOR ONE YEAR. THE BY LAWS OF THE UNIVERSITY ALLOW FOR TWO TERMS FOR BOARD OFFICERS WHICH WERE SET TO EXPIRE JUNE 30, 2010. FOR CONTINUITY ON STRATEGIC CHANGES AND BECAUSE SO MANY OF THE BOARD MEMBERS ARE NEW, THE BOARD DECIDED TO EXTEND THE TERM OF THE EXISTING OFFICERS FOR ANOTHER YEAR (THROUGH JUNE 30, 2011). |
| Form 990, Part VI, Section A, line 6 | THE SOLE MEMBER OF THE UNIVERSITY IS THE CONFERENCE FOR MERCY HIGHER EDUCATION WHICH EXERCISES RESERVED CANONICAL POWERS DELEGATED BY THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS. |
| Form 990, Part VI, Section A, line 7a | AT LEAST ONE-THIRD OF THE TOTAL TRUSTEES (EX-OFFICIO AND ELECTED TRUSTEES) SHALL BE PROFESSED SISTERS OF THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS OR ITS CANONICAL SUCCESSOR. THERE SHALL BE FOUR EX-OFFICIO TRUSTEES, WHO SHALL BE VOTING MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDED IN THE TOTAL NUMBER OF TRUSTEES, AND SUCH EX-OFFICIO TRUSTEES SHALL CONSIST OF TWO SISTERS OF MERCY TO SERVE AS EX-OFFICIO TRUSTEES, THE PRESIDENT OF THE UNIVERSITY, AND THE BISHOP OF THE DIOCESE OF PITTSBURGH OR HIS DESIGNEE. |
| Form 990, Part VI, Section A, line 7b | THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS TO THE EXTENT SUCH ACTIONS ARE TAKEN BY THE BOARD OF TRUSTEE: APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION; APPROVE THE ADOPTION AND AMENDMENT TO THE PHILOSOPHY AND MISSION; APPROVE THE INCURRENCE BY THE UNIVERSITY OF ANY DEBT, AND ANY SALE, TRANSFER, LONG-TERM LEASE OR ENCUMBRANCE OF ANY REAL OR PERSONAL PROPERTY, TANGIBLE OR INTANGIBLE, OF THE UNIVERSITY OUTSIDE THE ORDINARY COURSE OF BUSINESS ONLY TO THE EXTENT SUCH APPROVAL IS REQUIRED UNDER CANON LAW; APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, PARTNERSHIP, JOINT VENTURE, TRANSFER OF SUBSTANTIALLY ALL THE ASSETS, OR OTHER FUNDAMENTAL TRANSACTION WITHIN THE CONTEMPLATION OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW, OF OR BY THE UNIVERSITY TO THE EXTENT REQUIRED BY CANON LAW AND ANY ACTION WHICH WOULD INVOLVE MERGER CONSOLIDATION, DISSOLUTION, PARTNERSHIP, JOINT VENTURE, TRANSFER OF SUBSTANTIALLY ALL THE ASSETS, OR OTHER FUNDAMENTAL TRANSACTION WITHIN THE CONTEMPLATION OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW, OF OR BY ANY SUBORDINATION OR SUBSIDIARY ORGANIZATION OF THE UNIVERSITY TO THE EXTENT REQUIRED BY CANON LAW. |
| Form 990, Part VI, Section B, line 11 | FORM 990 IS REVIEWED BY THE MANAGEMENT AND SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE APPROVES THE SUBMITTED FORM 990, IT IS SUBMITTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. |
| Form 990, Part VI, Section B, line 12c | THE UNIVERSITY'S PRESIDENT IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE EFFECTIVENESS OF THE UNIVERSITY'S CONFLICT AND DISCLOSURE PROCEDURES AND SHALL PROVIDE REGULAR REPORTS TO THE UNIVERSITY'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. AS PART OF SUCH RESPONSIBILITIES, THE UNIVERSITY'S TREASURER SHALL UNDERTAKE OR SUPERVISE THE UNDERTAKING OF THE FOLLOWING ACTIONS: 1.ANNUALLY PREPARE THE LIST OF COVERED PERSONS WHO SHALL BE SUBJECT TO THE REPORTING REQUIREMENTS OF THE FORM; 2.SUPERVISE THE DISTRIBUTION, COLLECTION AND REVIEW OF FORMS; 3.PREPARE LISTS TO TRACK AND ORGANIZE THE INFORMATION GATHERED ON THE FORMS SUBMITTED AND TAKE OTHER NECESSARY MEASURES TO FACILITATE THE TIMELY IDENTIFICATION OF CONFLICTS AND ACCURATE REPORTING ON THE UNIVERSITY'S ANNUAL INFORMATION RETURNS; 4.IDENTIFY, ADDRESS AND REPORT TO THE EXECUTIVE COMMITTEE INSTANCES OF NONCOMPLIANCE WITH ANY OF THE UNIVERSITY'S CONFLICT AND DISCLOSURE PROCEDURES; 5.WORK WITH THE PRESIDENT TO MAKE A FINAL DETERMINATION OF WHETHER A CONFLICT OF INTEREST MAY EXIST, OR PRESENT THE QUESTION TO THE EXECUTIVE COMMITTEE FOR A FINAL DETERMINATION; 6.MONITOR PROCEDURES TO ENSURE THAT ONCE A CONFLICT OF INTEREST IS IDENTIFIED, PROCEEDINGS COMPLY WITH THE PROCEDURES SET FORTH IN THE UNIVERSITY'S CONFLICT OF INTEREST POLICY; AND 7.ADDRESS ANY DEFICIENCIES OR MEASURES FOR IMPROVEMENT OF THE UNIVERSITY'S CONFLICT AND DISCLOSURE PROCEDURES WITH THE EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Section B, line 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH THE OVERSIGHT OF THE EXECUTIVE COMPENSATION FOR THE CEO AND OFFICERS. THE EXECUTIVE COMMITTEE USES NATIONAL SURVEY DATA, INDEPENDENT EMPLOYMENT CONSULTANTS AND DATA TO ESTABLISH A WRITTEN CONTRACT FOR THE PRESIDENT. ONCE THE CONTRACT IS ESTABLISHED, THE AGREED UPON EVALUATION IS USED TO DETERMINE CHANGES TO COMPENSATION OVER THE TERM OF THE AGREEMENT WHICH INCLUDES ANNUAL SALARY SURVEY DATA AND PERFORMANCE EVALUATION BY THE BOARD OF TRUSTEES. OTHER OFFICERS SALARY ARE ESTABLISHED USING NATIONAL SURVEY DATA AND IS SET BY THE PRESIDENT WITH AGREEMENT AND OVERSIGHT BY THE EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Section C, line 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC AT THE CORPORATE ADDRESS. |
| FORM 990, PART XI, QUESTION 2C: OVERSIGHT OF FINANCIAL STATEMENT AUDIT: | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VII: EMERITUS TRUSTEES: THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF THE CARLOW UNIVERSITY WITH NO VOTING POWERS IN MEETINGS OF THE BOARD OF TRUSTEES: PRESIDENTS EMERITAE - JANE SCULLY, RSM. TRUSTEES EMERITAE/I - JUDITH M. DAVENPORT, DMD; THOMAS J. DONNELLY, ESQ; ANNA MARIE GOETZ, RSM; HELEN HANNA CASEY; ELSIE H. HILLMAN; JANE SCULLY, RSM; MARY ANN SESTILI, PHD; REGINA D. STOVER; DAVID R. WILLIAMS. | |
| SCHEDULE K, PART I, LINE A(F) DESCRIPTION OF PURPOSE THE PROCEEDS OF THE NOTE WERE USED TO FINANCE THE REFINANCING OF CERTAIN OUTSTANDING DEBT OF THE HIGHER EDUCATION FACILITIES AUTHORITY, SERIES 1997 B2 AND 1998 CI BONDS AND THE PAYMENTS OF CAPITAL EXPENDITURES IN FURTHERANCE OF ITS EXEMPT PURPOSE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTSBURGH COUNCIL ON HIGHER EDUCATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WOOD STREET BOX 647 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152221912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237303727 | EIN |
| Primary Activities | PROVIDE A MEANS FOR SHARING RESOURCES, INSIGHTS, AND INFORMATION | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |