WILBERFORCE UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WILBERFORCE UNIVERSITY (EIN 31-0604719)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-06-02
- IRS object ID
- 201141659349300434
- Schema version
- 2009v1.2
- 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 I
- Schedule K
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-02T17:47:33-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310604719 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBERFORCE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILB | NameControl |
| Phone | 9377085406 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 N Bickett Road | AddressLine1 |
| City | Wilberforce | City |
| State | OH | State |
| ZIP Code | 45384 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patricia Hardaway | Name |
| Title | President | Title |
| Phone | 9377085406 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| 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 | Patricia Hardaway | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 N Bickett Road | AddressLine1 |
| City | Wilberforce | City |
| State | OH | State |
| ZIP Code | 45384 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17438667 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wilberforce.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1855 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To provide higher educational instruction for students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 211 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8824841 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3961775 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12329318 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11503845 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 422624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 905516 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1060062 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1067531 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20516721 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17438667 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6746910 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2090861 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7236474 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6511965 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 139986 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9424548 | OtherExpensePriorYear |
| Other Expenses Current Year | 8204640 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23407932 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16807466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2891211 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 631201 | RevenuesLessExpensesCY |
| Total Assets BOY | 35660967 | TotalAssetsBOY |
| Total Assets EOY | 35889781 | TotalAssetsEOY |
| Total Liabilities BOY | 30327572 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29925184 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5333395 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5964597 | NetAssetsOrFundBalancesEOY |
| Mission Description | Wilberforce University's mission is to help our students identify and prepare for their respective purposes in life as global citizens by imparting knowledge, instilling discipline and inspiring lifelong learning through critical inquiry, personal and spiritual development and practical application. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6856381 | Expense |
| Grants | 2090861 | Grants |
| Revenue | 8303903 | Revenue |
| Description | Educational Programs, General/Other: Instructional | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2708139 | Expense |
| Revenue | 2979176 | Revenue |
| Description | Student Services Programs: Transportation, Counseling, Intra-Mural, Student Activites, Residence life | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1939325 | Expense |
| Grants | 0 | Grants |
| Revenue | 222216 | Revenue |
| Description | Student Services Programs Academic Support Presidents Office Deans Office Library Student Support Services | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 11503845 | 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 | 1 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 211 | 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 |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Patricia Hardaway | NamePerson |
| Telephone Number | 9377085704 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 N Bickett Road | AddressLine1 |
| City | Wilberforce | City |
| State | OH | State |
| ZIP Code | 45384 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Aaron Horne | ||||||
| VP of Academic Affairs | 40 | X | 90731 | 0 | 0 | |
| Samuel Carter | ||||||
| VP of Information Technology | 40 | X | 78043 | 0 | 0 | |
| Emeka Morah | ||||||
| VP of Adult and Continuing Education | 40 | X | 75200 | 0 | 0 | |
| Kenya Messer | ||||||
| VP of Enrollment Management | 40 | X | 68489 | 0 | 0 | |
| Carver Johnson | ||||||
| Chairperson of the Board of Trustee | 5 | X | 0 | 0 | 0 | |
| Kenneth Powell | ||||||
| Vice Chairperson of the Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Richard Lewis | ||||||
| Treasurer | 5 | X | 0 | 0 | 0 | |
| Robert Baker | ||||||
| Member Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Rev Dr Grainger Browning | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Ms LaTonia Perry Gillispie | ||||||
| Member of Board of Trustee | 0 | X | 0 | 0 | 0 | |
| Mr Nathaniel Goldston III | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Charles Jordan Jr | ||||||
| Member of Board of Trustees | 5 | X | 0 | 0 | 0 | |
| Col William R Lee | ||||||
| Member of Board of Trustee | 0 | X | 0 | 0 | 0 | |
| Dr Wilma Mishoe | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Rev Dr Nelson Rivers III | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Dr Richard Scaldini | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Dr Jamye Coleman Williams | ||||||
| Member of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Bishop C Garnett Henning | ||||||
| Ex Officio Members Chancellor of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Rev Dr Floyd Alexander Sr | ||||||
| Ex Officio Members of the Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Ms Janice Woodland Cuff | ||||||
| Ex Officio Member of the Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Tanya Morah | ||||||
| Faculty Trustee of the Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Mr Brandon Scott | ||||||
| Student Trustee of the Board of Trustees | 5 | X | 0 | 0 | 0 | |
| Mrs Nancy Aronson | ||||||
| Honorary Trustee of the Board of Trustee | 0 | X | 0 | 0 | 0 | |
| Dr Gravely Finley | ||||||
| Trustee Emeriti of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Bishop Richard Hildebrand | ||||||
| Trustee Emeriti of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Dr Clarence Brown | ||||||
| Trustee Emeriti of Board of Trustees | 0 | X | 0 | 0 | 0 | |
| Patricia Hardaway | ||||||
| President/CEO | 40 | 136136 | 0 | 0 | X | |
| Tijuana Hudson | ||||||
| VP of Administrative & Financial Affairs/CFO | 40 | 122084 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 570683 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| United Healthcare Insurance Company | ||||||
| 22561 Network Place | Chicago | IL | 60673 | Healthcare | 549293 | |
| ABL Management Inc | ||||||
| 11224 Boardwalk Street | Baton Rouge | LA | 70816 | Food Service | 376254 | Suite B-1-5 |
| Rhonda Smith-Bass CNP INC | ||||||
| 1055 N Bickett Road | Wilberforce | OH | 45384 | Healthcare Practitioner | 234637 | |
| Canady & Associates Inc | ||||||
| 9756 Centerville Creek Lane | Centerville | OH | 45459 | Physical Plant Management | 145351 | |
| Crowe Horwath LLP | ||||||
| PO Box 145415 | Cincinnati | OH | 43250 | Accounting Firm | 132500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 3961775 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 3961775 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11503845 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11503845 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11503845 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 417778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 417778 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 487738 | TotalRevenueColumn |
| Related Or Exempt Function Income | 487738 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1067531 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1067531 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1067531 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17438667 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13476892 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2090861 | Total |
| Program Services | 2090861 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453575 | Total |
| Program Services | 211512 | ProgramServices |
| Management And General | 174795 | ManagementAndGeneral |
| Fundraising | 67268 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4793066 | Total |
| Program Services | 3268463 | ProgramServices |
| Management And General | 1524603 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879595 | Total |
| Program Services | 580533 | ProgramServices |
| Management And General | 281471 | ManagementAndGeneral |
| Fundraising | 17591 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385729 | Total |
| Program Services | 254581 | ProgramServices |
| Management And General | 123433 | ManagementAndGeneral |
| Fundraising | 7715 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33450 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 33450 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 80000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85779 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 85779 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711280 | Total |
| Program Services | 43495 | ProgramServices |
| Management And General | 658483 | ManagementAndGeneral |
| Fundraising | 9302 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18011 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 9502 | ManagementAndGeneral |
| Fundraising | 7009 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200768 | Total |
| Program Services | 131703 | ProgramServices |
| Management And General | 69065 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536875 | Total |
| Program Services | 346590 | ProgramServices |
| Management And General | 171115 | ManagementAndGeneral |
| Fundraising | 19170 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128633 | Total |
| Program Services | 237167 | ProgramServices |
| Management And General | 890999 | ManagementAndGeneral |
| Fundraising | 467 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158324 | Total |
| Program Services | 88402 | ProgramServices |
| Management And General | 68941 | ManagementAndGeneral |
| Fundraising | 981 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27015 | Total |
| Program Services | 16405 | ProgramServices |
| Management And General | 10610 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1594903 | Total |
| Program Services | 1196177 | ProgramServices |
| Management And General | 398726 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128908 | Total |
| Program Services | 846681 | ProgramServices |
| Management And General | 282227 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175928 | Total |
| Program Services | 131946 | ProgramServices |
| Management And General | 43982 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food Service 7802/7704/7705 | 846030 | 813196 | 32834 | 0 |
| Scholarship Expense Net 7200/7201/7202 | 649226 | 649226 | 0 | 0 |
| Textbook Expense 7801 | 272712 | 272712 | 0 | 0 |
| Student Healthcare 7780 | 304032 | 304032 | 0 | 0 |
| All Other Expenses | 252766 | 18663 | 223620 | 10483 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16807466 | Total |
| Program Services | 11503845 | ProgramServices |
| Management And General | 5163635 | ManagementAndGeneral |
| Fundraising | 139986 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128994 | BOY |
| EOY | 449022 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1126563 | BOY |
| EOY | 1650028 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23982 | BOY |
| EOY | 18781 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156920 | BOY |
| EOY | 81435 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1672120 | BOY |
| EOY | 1710067 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9624 | BOY |
| EOY | 9424 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53456 | BOY |
| EOY | 45723 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44848217 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26208269 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19765258 | BOY |
| EOY | 18639948 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12551199 | BOY |
| EOY | 12921601 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172851 | BOY |
| EOY | 363752 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35660967 | BOY |
| EOY | 35889781 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3387482 | BOY |
| EOY | 3210897 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593751 | BOY |
| EOY | 323097 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24704598 | BOY |
| EOY | 24676109 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1641741 | BOY |
| EOY | 1715081 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30327572 | BOY |
| EOY | 29925184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6312165 | BOY |
| EOY | -6522827 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3798748 | BOY |
| EOY | 4602339 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7846812 | BOY |
| EOY | 7885085 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5333395 | BOY |
| EOY | 5964597 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35660967 | BOY |
| EOY | 35889781 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10567207 | BeginningOfYearBalance |
| Contributions | 48772 | Contributions |
| Investment Earnings Or Losses | 886267 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 520000 | OtherExpenditures |
| Administrative Expenses | 85779 | AdministrativeExpenses |
| End Of Year Balance | 10896467 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11425497 | BeginningOfYearBalance |
| Contributions | 26119 | Contributions |
| Investment Earnings Or Losses | -812368 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 72041 | AdministrativeExpenses |
| End Of Year Balance | 10567207 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 141149 | OtherCostOrOtherBasis |
| Book Value | 141149 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 35053583 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 35053583 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9653485 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 9653485 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 26208269 | Depreciation |
| Book Value | -26208269 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18639948 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (14 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WU 2007 DS Interest Account 842 | 53910 | F |
| WU 2007 DS RES Acct 844 | 950000 | F |
| WU 2007 Tax Int Fund 847 | 32594 | F |
| WU 2007 Tax DSR Fund 849 | 415000 | F |
| WU 2007 Housing R&R Fund 002 | 3217 | F |
| WU 2007 DSR Fund 006 | 535000 | F |
| WU 2007 INT Fund | 35471 | F |
| Merrill Lynch EMA 3067 | 35703 | F |
| Merrill Lynch EMA 2010 Lord Abbett | 5657650 | F |
| Merrill Lynch EMA 2012 Winslow Capital | 3163933 | F |
| Merrill Lynch EMA 2015 Goldman Sachs | 1402532 | F |
| Merrill Lynch EMA 2007 3000 | 47193 | F |
| Bernard Herald ING Senior Inc Fund 57048 | 52591 | F |
| Bernard Herald 59200 | 536807 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12921601 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other Assets | 10662 |
| Receivable from Federal Govt | 353090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 363752 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Interest | $128,877 |
| Advances from Govt for Student Loans | $1,515,129 |
| Deposits held on behalf of others | $71,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1715081 | TotalOfAmounts |
| Total Revenue | 17438667 | TotalRevenue |
| Total Expenses | 16807466 | TotalExpenses |
| Excess Or Deficit For Year | 631201 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 0 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 631201 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14860068 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 14860068 | RevenueSubtotal |
| Investment Expenses Not Included | 487738 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2090861 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2578599 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17438667 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14716605 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14716605 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2090861 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2090861 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16807466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Endowment funds are corpus amounts donated by alumni, independent persons or organizations to establish a long term scholarship fund in most cases. |
| SchD_P10_S00_L00 | Schedule D, Part X | Other liabilities include amounts for Deposits being held by the University for such things as Room & Key; Accrued Interest and Advances from govt for student loans (Perkins). |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Title IV Grant money to include: SEOG, Pell, FWS, Choice, OIG, Pennsylvania Grant, University funded financial aid, Third Party scholarships, ACG and SMART grants. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Grant funds that include: University funded aid, and tuition waivers |
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 | Wilberforce University is a historically black University that does not descriminate on the basis of race, color, religion, ethnicity, national origin, age, sex or handicapped status. This is communicated on our website, in literature for applications , and in general information about the University. To include all mailings from the Admissions Office. | 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 | Wilberforce receives Title III and Title IV money from the Federal Government. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| University Funded Aid | 300 | 1558260 | 0 | Cash |
| Other University Aid | 50 | 532601 | 0 | cash |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grant fund monitoring is done by our financial aid department as most grant funds received are some sort of financial aid for a students cost of attendence. In Summary grants are scheduled and awarded each year or rolled over for use in the next year. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Wilberforce University | ||||||
| 310604719 | 00000None | 2007-07-01 | 5295000 | Wilberforce University Secured Taxable Notes | 0 | 0 |
| Wilberforce University | ||||||
| 310604719 | 00000none | 2007-07-01 | 6855000 | Wilberforce University Housing LLC Project | 0 | 0 |
| Wilberforce University | ||||||
| 310604719 | 00000none | 2007-07-01 | 10420000 | Wilberforce University Facilities Revenue Refunding | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2027 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2027 | 0 | 0 | 1 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2027 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 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 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | Board Trustees or members |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | Yes members may elect the Chairman of the Board |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | Decisions must be approved by the Board for several things to include such things as approving resolutions for financial institution authority, senior officer compensation, investment strategy, use of endowment funds etc. |
| F990_P06_S0A_L09 | Form 990, Part VI, Section A, Line 9 | Several Trustees are alumni |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Form 990 compiled by the Controller and reviewed by the CFO who then shares this with the Finance Committee Chair. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Wilberforce University requires annual completion of the Conflict of Interest form that is filed with the Presidents Office for all Trustees. Senior Management must also complete annually but those are filed with other employees in the Human Resource Department. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Conflict of Interest and Code of Conduct statements on on-line. The current year financial statements are availabel upon request from the Business Office. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Audited financial statements not complete. | Explanation |