LA SALLE UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LA SALLE UNIVERSITY (EIN 23-1352654)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-15
- IRS object ID
- 202631059349302123
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-15T15:18:56-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA SALLE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASA | BusinessNameControlTxt |
| Phone | 2159511000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J LIGHTCAP | PersonNm |
| Person Title | VP OF FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 2159511000 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL J ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $158,126,585 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LASALLE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1863 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES A HIGHER EDUCATION IN GENERAL AND SPECIALIZED STUDIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1485 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $49,674 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,393 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,712,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,985,671 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,593,544 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,700,544 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,262,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,235,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,252,701 | PYOtherRevenueAmt |
| CY Other Revenue | $2,436,632 | CYOtherRevenueAmt |
| PY Total Revenue | $118,821,088 | PYTotalRevenueAmt |
| CY Total Revenue | $113,358,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,256,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,893,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,294,122 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,674,927 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,893,275 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,429,241 | PYOtherExpensesAmt |
| CY Other Expenses | $45,990,897 | CYOtherExpensesAmt |
| PY Total Expenses | $136,979,863 | PYTotalExpensesAmt |
| CY Total Expenses | $136,559,724 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,158,775 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,201,397 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $243,776,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,042,587 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,476,570 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $177,678,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,300,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,364,292 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR COMPLETE MISSION STATEMENT.LA SALLE IS A LASALLIAN CATHOLIC UNIVERSITY COMMITTED TO THE PRINCIPLE THAT ALL KNOWLEDGE IS PRACTICAL AND EMPOWERING, FILLED WITH THE CAPACITY TO TRANSFORM LIVES. ANCHORED IN THE LIVING TRADITION OF THE BROTHERS OF THE CHRISTIAN SCHOOLS AND IN ASSOCIATION WITH A DIVERSE AND INCLUSIVE LEARNING COMMUNITY, OUR MISSION IS TO EDUCATE THE WHOLE PERSON BY FOSTERING A RIGOROUS FREE SEARCH FOR TRUTH. LA SALLE, IN AFFIRMING THE VALUE OF BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES, PREPARES STUDENTS FOR THE LIFELONG PURSUIT AND EXPLORATION OF WISDOM, KNOWLEDGE, AND FAITH THAT LEAD TO ENGAGED AND FULFILLING LIVES MARKED BY A COMMITMENT TO THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $82,466,040 | ExpenseAmt |
| Grant | $37,893,900 | GrantAmt |
| Revenue | $81,959,276 | RevenueAmt |
| Desc | INSTRUCTION - THE UNIVERSITY PROVIDED EDUCATION TO 3,153 AND 3,052 ENROLLED STUDENTS IN UNDERGRADUATE, GRADUATE, AND DOCTORAL PROGRAMS IN THE FALL 2024 AND SPRING 2025 SEMESTERS, RESPECTIVELY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,434,523 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,226,415 | RevenueAmt |
| Desc | STUDENT AND COMMUNITY SERVICES - THE UNIVERSITY PROVIDED COUNSELING, INTERCOLLEGIATE ACTIVITIES, HEALTH-ADVISING, STUDENT GOVERNING, AND OTHER STUDENT LIFE SERVICES FOR ALL STUDENTS. THE UNIVERSITY PROVIDES SERVICES TO THE GREATER PHILADELPHIA COMMUNITY THROUGH OUR NON-PROFIT DEVELOPMENT CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,886,575 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,514,853 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - THE UNIVERSITY PROVIDED HOUSING, BOOKSTORE, AND DINING SERVICES. THE UNIVERSITY PROVIDED ROOMS TO 871 AND 825 STUDENTS ENROLLED STUDENTS DURING THE FALL 2024 AND SPRING 2025 SEMESTERS, RESPECTIVELY. THE UNIVERSITY ALSO PROVIDED MEALS TO 960 AND 902 ENROLLED STUDENTS DURING THE FALL 2024 AND SPRING 2025 SEMESTERS, RESPECTIVELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $112,787,138 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6068 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1485 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN J LIGHTCAP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159515146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL J ALLEN PHD | |||||||||
| PRESIDENT | 35.00 | 0.00 | Yes (X) | Yes (X) | $608,195 | $0 | $35,577 | ||
| ELLEN REILLY | |||||||||
| CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMYLYNN FLOOD CPA | |||||||||
| VICE CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BROTHER ROBERT SCHIELER FSC | |||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE BERRAN | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BOYLE | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT T COTTONE | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRANCE COYNE | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER TIMOTHY FROEHLICH FSC | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER DANIEL A GARDNER FSC | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S GRADY | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KANE FSC EDD | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W LIPTAK | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER WILLIAM MANN FSC | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH MARKMANN | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER MICHAEL W OHERN FSC | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EMMA PROVOST | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL S ROBINS PHD | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULINE SCALVINO | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER ROBERT SCHAEFER FSC | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM SOUTHARD | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH TRUITT | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK TURNER | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN K DUGAN UNTIL 0624 | |||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELLE ST LEGER | |||||||||
| VP STUDENT DEVEL & CAMPUS LIFE | 35.00 | 0.00 | Yes (X) | $226,348 | $0 | $27,082 | |||
| KRISTIN HEASLEY | |||||||||
| VP HUMAN RESOURCES | 35.00 | 0.00 | Yes (X) | $199,276 | $0 | $25,894 | |||
| MARK ENGBERG PHD | |||||||||
| SECRETARY, CHIEF OF STAFF | 35.00 | 0.00 | Yes (X) | $242,914 | $0 | $27,829 | |||
| STEPHEN LIGHTCAP EDD | |||||||||
| TREASURER, VP FINANCE & AD | 35.00 | 0.00 | Yes (X) | $360,938 | $0 | $39,314 | |||
| ASHWIN PURI | |||||||||
| VP ATHLETICS AND RECREATIO | 35.00 | 0.00 | Yes (X) | $302,272 | $0 | $37,575 | |||
| ALISA L MACKSEY | |||||||||
| VP MISSION DIVERSITY & INC | 35.00 | 0.00 | Yes (X) | $125,124 | $0 | $19,071 | |||
| CAMERON B WESSON | |||||||||
| PROVOST & VP, ACADEMIC AFFAIRS | 35.00 | 0.00 | Yes (X) | $217,446 | $0 | $34,635 | |||
| GREG J NAYOR | |||||||||
| VP ENROLLMENT MANAGEMENT | 35.00 | 0.00 | Yes (X) | $234,581 | $0 | $31,867 | |||
| FREDERICK A PETTIT | |||||||||
| VP UNIVERSITY ADVANCEMENT | 35.00 | 0.00 | Yes (X) | $316,754 | $0 | $23,121 | |||
| FRANCIS J DUNPHY | |||||||||
| HEAD COACH MEN'S BASKETBAL | 35.00 | 0.00 | $705,731 | $0 | $38,308 | Yes (X) | |||
| KATHLEEN CZEKANSKI | |||||||||
| DEAN, SCHOOL OF NURSING & | 35.00 | 0.00 | $205,874 | $0 | $21,241 | Yes (X) | |||
| RAYMOND S COOK | |||||||||
| AVP, STU. WELLNESS/TEAM PHYSCIAN | 35.00 | 0.00 | $194,897 | $0 | $17,787 | Yes (X) | |||
| MOUNTAIN MACGILLIVRAY | |||||||||
| WOMEN'S BASKETBALL HEAD COACH | 35.00 | 0.00 | $195,542 | $0 | $33,607 | Yes (X) | |||
| CHRISTOPHER M GIBERSON | |||||||||
| DIRECTOR, NURSE ANESTHESIA | 35.00 | 0.00 | $202,831 | $0 | $31,606 | Yes (X) | |||
| ASHLEY HOWARD | |||||||||
| FORMER HIGHEST COMP EMP | 0.00 | 0.00 | $378,717 | $0 | $16,366 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,717,440 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $460,880 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 89 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHEAST SERVICE CORPORATION | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | JANITORIAL SERVICES | $1,797,221 |
| AB&C PHILADELPHIA LLC | |||||
| PO BOX 672 | WILMINGTON | DE | 19899 | ONLINE ENROLLMENT MARKETING SERVICES | $1,241,556 |
| RISEPOINT LLC | |||||
| 700 N PEARL ST SUITE 600 | DALLAS | TX | 75201 | MARKETING SERVICES | $988,924 |
| CENTRI BUSINESS CONSULTING LLC | |||||
| PO BOX 7112 | LANCASTER | PA | 17604 | ACCOUNTING SERVICES | $473,200 |
| NOVACARE REHABILITATION | |||||
| PO BOX 643361 | PITTSBURGH | PA | 15264 | ATHLETIC TRAINING/ MEDICAL SERVICES | $442,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 68 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $279,796 | FundraisingAmt |
| Government Grants | $1,736,997 | GovernmentGrantsAmt |
| All Other Contributions | $8,968,878 | AllOtherContributionsAmt |
| Noncash Contributions | $1,282,072 | NoncashContributionsAmt |
| Total Contributions | $10,985,671 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $81,959,276 | $81,959,276 |
| RESIDENCE HALLS | 611310 | $8,136,128 | $8,136,128 |
| ACADEMIC RELATED REVENUE | 611310 | $2,226,415 | $2,226,415 |
| DINING SERVICES | 611310 | $378,725 | $378,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,700,544 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,673,124 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,234 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,663,890 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,216 | TotalRevenueColumnAmt |
| Exclusion | $23,216 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $675,428 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $615,674 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,754 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,754 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,735 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,019 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,098,988 | SecuritiesAmt |
| Other | $1,524,889 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,776,007 | SecuritiesAmt |
| Other | $285,514 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$677,019 | SecuritiesAmt |
| Other | $1,239,375 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562,356 | TotalRevenueColumnAmt |
| Exclusion | $562,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $65,555 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $279,796 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $91,063 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,508 | TotalRevenueColumnAmt |
| Exclusion | -$25,508 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OUTSIDE COUNSELING | 900099 | $831,613 | $831,613 |
| CONTRACTS | 900099 | $524,759 | $524,759 |
| LATE PAYMENT FEE | 900099 | $285,404 | $285,404 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737,394 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $723,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,379,170 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,358,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,700,544 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,674 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,622,438 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,893,900 | TotalAmt |
| Program Services | $37,893,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,135,813 | TotalAmt |
| Program Services | $339,847 | ProgramServicesAmt |
| Management And General | $2,795,966 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,572,376 | TotalAmt |
| Program Services | $33,811,480 | ProgramServicesAmt |
| Management And General | $6,647,212 | ManagementAndGeneralAmt |
| Fundraising | $113,684 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,113 | TotalAmt |
| Program Services | $370,434 | ProgramServicesAmt |
| Management And General | $30,233 | ManagementAndGeneralAmt |
| Fundraising | $28,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,344,037 | TotalAmt |
| Program Services | $4,366,796 | ProgramServicesAmt |
| Management And General | $644,701 | ManagementAndGeneralAmt |
| Fundraising | $332,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,588 | TotalAmt |
| Program Services | $2,510,863 | ProgramServicesAmt |
| Management And General | $492,899 | ManagementAndGeneralAmt |
| Fundraising | $189,826 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,735 | TotalAmt |
| Management And General | $1,479,735 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,030 | TotalAmt |
| Management And General | $161,030 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,113 | TotalAmt |
| Management And General | $239,113 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,806,773 | TotalAmt |
| Program Services | $3,256,344 | ProgramServicesAmt |
| Management And General | $2,150,353 | ManagementAndGeneralAmt |
| Fundraising | $400,076 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,806 | TotalAmt |
| Program Services | $534,903 | ProgramServicesAmt |
| Management And General | $534,903 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,920 | TotalAmt |
| Program Services | $1,325,810 | ProgramServicesAmt |
| Management And General | $231,668 | ManagementAndGeneralAmt |
| Fundraising | $254,442 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,423,570 | TotalAmt |
| Program Services | $2,999,190 | ProgramServicesAmt |
| Management And General | $409,894 | ManagementAndGeneralAmt |
| Fundraising | $14,486 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,545 | TotalAmt |
| Program Services | $991,669 | ProgramServicesAmt |
| Management And General | $40,876 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,044,532 | TotalAmt |
| Program Services | $1,799,272 | ProgramServicesAmt |
| Management And General | $52,976 | ManagementAndGeneralAmt |
| Fundraising | $192,284 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,679 | TotalAmt |
| Program Services | $1,049,355 | ProgramServicesAmt |
| Management And General | $108,284 | ManagementAndGeneralAmt |
| Fundraising | $127,040 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,220,493 | TotalAmt |
| Program Services | $6,369,147 | ProgramServicesAmt |
| Management And General | $851,346 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,976,298 | TotalAmt |
| Program Services | $6,341,840 | ProgramServicesAmt |
| Management And General | $634,458 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,207,053 | TotalAmt |
| Program Services | $82,859 | ProgramServicesAmt |
| Management And General | $2,124,194 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $1,110,540 | $1,110,540 | ||
| BOOKS AND SUBSCRIPTIONS | $523,849 | $11,638 | $512,211 | |
| REPAIRS AND MAINTENANCE | $467,009 | $467,009 | ||
| EQUIPMENT RENTAL | $232,226 | $94,180 | $121,455 | $16,591 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,899,726 | TotalAmt |
| Program Services | $7,642,754 | ProgramServicesAmt |
| Management And General | $1,033,112 | ManagementAndGeneralAmt |
| Fundraising | $223,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,559,724 | TotalAmt |
| Program Services | $112,787,138 | ProgramServicesAmt |
| Management And General | $21,879,311 | ManagementAndGeneralAmt |
| Fundraising | $1,893,275 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,322 | BOYAmt |
| EOY | $12,767 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,097,968 | BOYAmt |
| EOY | $14,814,956 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,939,292 | BOYAmt |
| EOY | $6,413,225 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441,837 | BOYAmt |
| EOY | $5,437,725 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,215 | BOYAmt |
| EOY | $25,309 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,270 | BOYAmt |
| EOY | $3,145 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,496,821 | BOYAmt |
| EOY | $2,099,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $323,472,260 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $186,801,488 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,984,100 | BOYAmt |
| EOY | $136,670,772 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,717,267 | BOYAmt |
| EOY | $57,299,445 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,805 | BOYAmt |
| EOY | $702,105 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,760,757 | BOYAmt |
| EOY | $11,563,156 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,776,654 | BOYAmt |
| EOY | $235,042,587 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,216,636 | BOYAmt |
| EOY | $10,966,988 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,944,443 | BOYAmt |
| EOY | $6,232,806 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,562,564 | BOYAmt |
| EOY | $139,493,359 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,752,927 | BOYAmt |
| EOY | $3,485,142 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,476,570 | BOYAmt |
| EOY | $177,678,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,108,681 | BOYAmt |
| EOY | -$14,945,596 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,191,403 | BOYAmt |
| EOY | $72,309,888 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,300,084 | BOYAmt |
| EOY | $57,364,292 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,776,654 | BOYAmt |
| EOY | $235,042,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$23,201,397 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,265,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,637,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,522,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,359,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,712,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,985,671 | CurrentTaxYearAmt |
| Total | $81,217,983 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,637,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,522,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,359,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,712,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,985,671 | CurrentTaxYearAmt |
| Total | $81,217,983 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $81,217,983 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,926,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,559,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,994,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,940,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,335,799 | CurrentTaxYearAmt |
| Total | $33,757,946 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,674 | CurrentTaxYearAmt |
| Total | $298,945 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,487,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,322,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,513,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,970,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,365,465 | CurrentTaxYearAmt |
| Total | $10,658,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $125,933,844 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $511,852,112 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE OTHER REVENUE - 2020 AMOUNT: $ 1,487,129. 2021 AMOUNT: $ 2,322,541. 2022 AMOUNT: $ 2,513,351. 2023 AMOUNT: $ 1,970,484. 2024 AMOUNT: $ 2,365,465. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,209,843 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,679,959 | BeginningYearBalanceAmt |
| Contributions | $433,530 | ContributionsAmt |
| Investment Earnings Or Losses | $5,978,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,179,331 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,303,369 | OtherExpendituresAmt |
| End Year Balance | $57,609,686 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,666,318 | BeginningYearBalanceAmt |
| Contributions | $564,150 | ContributionsAmt |
| Investment Earnings Or Losses | $5,142,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,891,882 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,801,166 | OtherExpendituresAmt |
| End Year Balance | $64,679,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,366,648 | BeginningYearBalanceAmt |
| Contributions | $370,232 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,135,550 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,713,207 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,221,805 | OtherExpendituresAmt |
| End Year Balance | $71,666,318 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,640,008 | BeginningYearBalanceAmt |
| Contributions | $654,110 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,833,616 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,044,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,049,098 | OtherExpendituresAmt |
| End Year Balance | $83,366,648 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,002,231 | BeginningYearBalanceAmt |
| Contributions | $813,222 | ContributionsAmt |
| Investment Earnings Or Losses | $15,818,915 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $658,006 | GrantsOrScholarshipsAmt |
| Other Expenditures | $336,354 | OtherExpendituresAmt |
| End Year Balance | $95,640,008 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,037,653 | OtherCostOrOtherBasisAmt |
| Book Value | $17,037,653 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,764,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,450,550 | DepreciationAmt |
| Book Value | $98,313,702 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,531,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,238,719 | DepreciationAmt |
| Book Value | $10,292,933 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,559,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,719,771 | DepreciationAmt |
| Book Value | $10,839,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,579,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,392,448 | DepreciationAmt |
| Book Value | $187,134 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,670,772 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $1,085,919 |
| ADV FROM FED GOV FOR STUDENT LOANS | $2,399,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,485,142 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $77,197,656 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,265,605 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $706,737 | OtherRevenueAmt |
| Revenue Not Reported | $1,972,342 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,225,314 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $239,113 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $37,893,900 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,133,013 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,358,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $99,133,448 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $706,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $706,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $98,426,711 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $239,113 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $37,893,900 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,133,013 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $136,559,724 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE LA SALLE UNIVERSITY ART MUSEUM PROVIDES AN EDUCATIONAL RESOURCE FOR LA SALLE STUDENTS, ESPECIALLY THOSE MAJORING IN ART HISTORY, AS WELL AS THE COMMUNITIES IN THE SURROUNDING AREAS. THE MISSION OF THE MUSEUM IS TO FURTHER THE UNIVERSITY'S LASALLIAN EDUCATIONAL OBJECTIVES BY HELPING STUDENTS, OTHER MEMBERS OF THE UNIVERSITY COMMUNITY, AND THE GENERAL PUBLIC TO EXPERIENCE ART IN AN INTIMATE SETTING AND TO PLACE THEM IN MEANINGFUL CONTEXTS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF 151 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE UNIVERSITY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 7% OF ITS FUNDS BASED ON A PRIOR 12-QUARTER AVERAGE ENDOWMENT MARKET VALUE. THE UNIVERSITY, OVER THE LONG TERM, EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO CONTINUE TO GROW. THIS IS CONSISTENT WITH THE UNIVERSITY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURNS. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 615,674. DIRECT FUNDRAISING EVENT EXPENSES 91,063. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 37,893,900. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 615,674. DIRECT FUNDRAISING EVENT EXPENSES 91,063. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 37,893,900. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | LA SALLE UNIVERSITY PUBLISHES, ON THE HOME LANDING PAGE, A LINK TO THE TITLE IX PAGE WHICH CONTAINS THE UNIVERSITY'S NONDISCRIMINATORY POLICY. |
| SCHEDULE E, PART I, LINE 6 | LA SALLE UNIVERSITY RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: COLLEGE WORK STUDY PROGRAMS AND THE PELL GRANT PROGRAM. THE FEDERAL PERKINS LOAN PROGRAM EXPIRED ON SEPTEMBER 30, 2017. THE UNIVERSITY CONTINUES TO SERVICE THE OUTSTANDING LOAN AND REMIT THE FEDERAL SHARE TO THE DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARTER DINNER | Event1Nm |
| Gross Receipts Event1 | $175,653 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,978 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,675 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $37,180 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $10,109 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,087 | OtherDirectExpensesEvent1Amt |
| Event2 | RAFTERY GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $169,698 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $128,818 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,880 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $28,572 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,115 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $345,351 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $279,796 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $65,555 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $65,752 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $10,109 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,202 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,063 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,508 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MERIT SCHOLARSHIPS & NEED-BASED | GrantTypeTxt |
| Recipient | 2008 | RecipientCnt |
| Cash Grant | $37,893,900 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND GRANTS FOR STUDENTS ARE APPLIED DIRECTLY TO A STUDENT'S UNIVERSITY ACCOUNT AND APPLIED TO TUITION, FEES, ROOM AND BOARD. ALL FINANCIAL AID IS SUBJECT TO REVISION BASED ON AVAILABILITY, CHANGES IN FAMILY CONTRIBUTION, HOUSING STATUS, AND/OR CREDIT LOAD. SATISFACTORY ACADEMIC PROGRESS MUST BE MAINTAINED ACCORDING TO STANDARDS PRESCRIBED BY THE UNIVERSITY. ANNUAL RENEWAL OF FINANCIAL AID IS CONTINUOUS IF INSTITUTIONAL FINANCIAL NEED REMAINS, ALL REQUIRED DOCUMENTS ARE COMPLETED BY THE PUBLISHED DEADLINE, AND SATISFACTORY ACADEMIC PROGRESS IS MAINTAINED CONSISTENT WITH THE UNIVERSITY'S POLICY. ALL SCHOLARSHIPS AND GRANTS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANCIS J DUNPHY | ||||||||||||||
| HEAD COACH MEN'S BASKETBAL | $705,731 | $0 | $0 | $0 | $0 | $0 | $2,776 | $0 | $35,532 | $0 | $744,039 | $0 | $0 | $0 |
| DANIEL J ALLEN PHD | ||||||||||||||
| PRESIDENT | $511,175 | $0 | $25,000 | $0 | $72,020 | $0 | $6,900 | $0 | $28,677 | $0 | $643,772 | $0 | $0 | $0 |
| STEPHEN LIGHTCAP EDD | ||||||||||||||
| TREASURER, VP FINANCE & AD | $360,938 | $0 | $0 | $0 | $0 | $0 | $6,900 | $0 | $32,414 | $0 | $400,252 | $0 | $0 | $0 |
| ASHLEY HOWARD | ||||||||||||||
| FORMER HIGHEST COMP EMP | $0 | $0 | $0 | $0 | $378,717 | $0 | $0 | $0 | $16,366 | $0 | $395,083 | $0 | $0 | $0 |
| FREDERICK A PETTIT | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | $316,754 | $0 | $0 | $0 | $0 | $0 | $6,378 | $0 | $16,743 | $0 | $339,875 | $0 | $0 | $0 |
| ASHWIN PURI | ||||||||||||||
| VP ATHLETICS AND RECREATIO | $302,272 | $0 | $0 | $0 | $0 | $0 | $5,828 | $0 | $31,747 | $0 | $339,847 | $0 | $0 | $0 |
| MARK ENGBERG PHD | ||||||||||||||
| SECRETARY, CHIEF OF STAFF | $242,914 | $0 | $0 | $0 | $0 | $0 | $4,840 | $0 | $22,989 | $0 | $270,743 | $0 | $0 | $0 |
| GREG J NAYOR | ||||||||||||||
| VP ENROLLMENT MANAGEMENT | $234,581 | $0 | $0 | $0 | $0 | $0 | $4,110 | $0 | $27,757 | $0 | $266,448 | $0 | $0 | $0 |
| GABRIELLE ST LEGER | ||||||||||||||
| VP STUDENT DEVEL & CAMPUS LIFE | $226,348 | $0 | $0 | $0 | $0 | $0 | $4,539 | $0 | $22,543 | $0 | $253,430 | $0 | $0 | $0 |
| CAMERON B WESSON | ||||||||||||||
| PROVOST & VP, ACADEMIC AFFAIRS | $217,446 | $0 | $0 | $0 | $0 | $0 | $4,475 | $0 | $30,160 | $0 | $252,081 | $0 | $0 | $0 |
| CHRISTOPHER M GIBERSON | ||||||||||||||
| DIRECTOR, NURSE ANESTHESIA | $202,831 | $0 | $0 | $0 | $0 | $0 | $1,622 | $0 | $29,984 | $0 | $234,437 | $0 | $0 | $0 |
| MOUNTAIN MACGILLIVRAY | ||||||||||||||
| WOMEN'S BASKETBALL HEAD COACH | $195,542 | $0 | $0 | $0 | $0 | $0 | $3,807 | $0 | $29,800 | $0 | $229,149 | $0 | $0 | $0 |
| KATHLEEN CZEKANSKI | ||||||||||||||
| DEAN, SCHOOL OF NURSING & | $205,874 | $0 | $0 | $0 | $0 | $0 | $1,984 | $0 | $19,257 | $0 | $227,115 | $0 | $0 | $0 |
| KRISTIN HEASLEY | ||||||||||||||
| VP HUMAN RESOURCES | $199,276 | $0 | $0 | $0 | $0 | $0 | $3,984 | $0 | $21,910 | $0 | $225,170 | $0 | $0 | $0 |
| RAYMOND S COOK | ||||||||||||||
| AVP, STU. WELLNESS/TEAM PHYSCIAN | $194,897 | $0 | $0 | $0 | $0 | $0 | $1,555 | $0 | $16,232 | $0 | $212,684 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE IN THE AMOUNT OF $59,770 WAS PAID TO DANIEL J. ALLEN, PH.D., PRESIDENT. THIS AMOUNT IS INCLUDED IN TAXABLE INCOME AND REPORTED AS PART OF SCHEDULE J, PART II, COLUMN (B)(III). THE PRESIDENT'S CLUB DUES AT THE UNION LEAGUE ARE PAID BY THE UNIVERSITY AND ARE NOT INCLUDED IN TAXABLE INCOME. THE CLUB IS USED SOLELY FOR UNIVERSITY BUSINESS. |
| PART I, LINE 4A | ASHLEY HOWARD, FORMER MEN'S BASKETBALL COACH, RECEIVED SEVERANCE OF $378,717. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). |
| PART I, LINE 7 | A VARIABLE PAY BONUS IN THE AMOUNT OF $25,000 WAS PAID TO DANIEL J. ALLEN, PH.D., PRESIDENT. THIS BONUS IS UP TO 30% OF DR. ALLEN'S BASE SALARY. PAYMENT OF THIS BONUS IS UP TO THE SOLE DISCRETION OF THE BOARD OF TRUSTEES. |
| PART I, LINE 8 | COMPENSATION FOR THESE EMPLOYEES IS SUBJECT TO AN INITIAL WRITTEN EMPLOYMENT AGREEMENT AS NOTED: DANIEL J. ALLEN, PH.D, PRESIDENT - EFFECTIVE 4/18/2022 - 5/31/2027 MARK ENGBERG, PH.D., SECRETARY, CHIEF OF STAFF - EFFECTIVE 8/8/2022 STEPHEN LIGHTCAP, ED.D., TREASURER, VP FINANCE & ADMINISTRATION - EFFECTIVE 04/17/2023 ASHWIN PURI, VP ATHLETICS AND RECREATION - EFFECTIVE 7/26/2023 ALISA L. MACKSEY, VP MISSION DIVERSITY & INCLUSION - EFFECTIVE 7/25/2022 CAMERON B. WESSON, INTERIM VP ACADEMIC AFFAIRS - EFFECTIVE 6/20/2023 GREG J. NAYOR, VP ENROLLMENT MANAGEMENT - EFFECTIVE 10/2/2023 FREDERICK A. PETTIT, VP UNIVERSITY ADVANCEMENT - EFFECTIVE 11/16/2023 KRISTIN HEASLEY, VP HUMAN RESOURCES - EFFECTIVE 4/12/2021 GABRIELLE ST. LEGER, VP STUDENT DEVEL & CAMPUS LIFE - EFFECTIVE 7/6/2021 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 00070917R | 2012-09-12 | $102,024,659 | CONSTRUCTION/REFUND PRIOR ISSUE | 0 | 0 | 0 |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| B | 232237287 | 00071781X | 2017-11-29 | $43,878,079 | CONSTRUCTION/REFUND PRIOR ISSUE | 0 | 0 | 0 |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| C | 232237287 | 71781XGX5 | 2024-04-10 | $2,260,000 | PARTIALLY REFUNDING SERIES 2012 AND 2017 BONDS, CAPITAL PROJECTS | 0 | 0 | 0 |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| D | 232237287 | 71781XGW7 | 2024-04-10 | $27,815,447 | PARTIALLY REFUNDING SERIES 2012 AND 2017 BONDS, CAPITAL PROJECTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | In Reserve FundInReserveFundAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $27,260,000 | $102,024,659 | $1,320,189 | $22,859,478 | $77,844,992 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |||
| B | $13,260,000 | $43,878,079 | $564,030 | $5,508,905 | $29,784,713 | 2019 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $8,020,431 | ||
| C | $2,260,000 | $45,200 | $354,728 | $1,171,269 | Yes (1) | 0 | 0 | 0 | $103,780 | $98,103 | $486,920 | ||
| D | $27,815,447 | $556,309 | $4,365,890 | $14,415,652 | Yes (1) | 0 | 0 | 0 | $1,277,299 | $1,207,422 | $5,992,875 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.01430 | 0.00000 | 0.01430 | 0 | Yes (1) | 0.00000 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINES 14 & 15: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE REFUNDED BONDS WERE ISSUED: SERIES 2003 BONDS ISSUED 10/1/2003; SERIES 2007B BONDS ISSUED 10/1/2007. (B) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2007A BONDS ISSUED 10/1/2007; SERIES 2012 BONDS ISSUED 9/12/2012. (C) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2012 BONDS ISSUED 9/12/2012; SERIES 2017 BONDS ISSUED 11/29/2017. (D) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2012 BONDS ISSUED 9/12/2012; SERIES 2017 BONDS ISSUED 11/29/2017. (E) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2012 BONDS ISSUED 9/12/2012; SERIES 2017 BONDS ISSUED 11/29/2017. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232237287 | BondIssuerEIN |
| CUSIP | 71781XGY3 | CUSIPNum |
| Bond Issued | 2024-04-10 | BondIssuedDt |
| Issue Price | $12,000,000 | IssuePriceAmt |
| Purpose | PARTIALLY REFUNDING SERIES 2012 AND 2017 BONDS, CAPITAL PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $12,000,000 | TotalProceedsAmt |
| In Reserve Fund | $520,900 | InReserveFundAmt |
| Refunding Escrow | $551,046 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $240,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,883,510 | CapitalExpendituresAmt |
| Other Spent Proceeds | $6,219,128 | OtherSpentProceedsAmt |
| Unspent | $2,585,416 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,273,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD AND BEVERAGES | 3 | $4,498 | FAIR MARKET VALUE |
| Yes (X) | PROM GOWNS | 1 | $2,000 | FAIR MARKET VALUE |
| Yes (X) | GOLF OUTING GIFTS | 2 | $1,280 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 2 | $1,255 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR AND VICE-CHAIRS OF THE BOARD, THE PRESIDENT, THE BROTHER VISITOR OF DENA, AND THE CHAIRS OF ALL THE RESPECTIVE STANDING COMMITTEES, ALL OF WHOM ARE MEMBERS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD IS NOT IN SESSION, ALL OF THE POWERS OF THE BOARD, EXCEPT FOR POWERS SPECIFICALLY RESERVED FOR THE BOARD. THE BYLAWS STATE THAT THE FOLLOWING POWERS SHALL BE EXERCISED ONLY BY THE BOARD, AND MAY NOT BE DELEGATED TO ANY COMMITTEE: (I) AMENDMENT OF THE ARTICLES OF INCORPORATION OR BY-LAWS OF THE UNIVERSITY; (II) THE PURCHASE, SALE, MORTGAGE, LEASE OR OTHER DISPOSAL OF THE UNIVERSITY'S REAL PROPERTY, PROVIDED THAT SUCH ACTION IS AUTHORIZED BY THE VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE; (III) THE INCURRENCE OF ANY INDEBTEDNESS OR EXPENDITURE IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000.00), EXCEPT AS OTHERWISE PERMITTED BY THE BYLAWS, PROVIDED THAT SUCH ACTION IS AUTHORIZED BY A VOTE OF A MAJORITY OF TRUSTEES ATTENDING A DULY CONVENED MEETING; (IV) THE AUTHORIZATION, ADOPTION, AND APPROVAL OF THE ANNUAL BUDGET OF THE UNIVERSITY; (V) APPROVAL OF THE UNIVERSITY'S MISSION STATEMENT AND ANY AMENDMENT THERETO; (VI) APPROVAL OF THE UNIVERSITY'S STRATEGIC PLAN AND ANY AMENDMENT THERETO; AND (VII) THE APPOINTMENT OF MEMBERS OF THE FACULTY TO THE RANK OF PROFESSOR AND THE ADMISSION OF MEMBERS OF THE FACULTY TO TENURE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT, REVIEWED BY MANAGEMENT, AND PROVIDED TO THE UNIVERSITY'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY. THE UNIVERSITY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY SIGN A CONFLICT-OF-INTEREST STATEMENT. THIS STATEMENT PLACES THE RESPONSIBILITY OF EXPECTATION ON EACH MEMBER TO REFRAIN FROM ACTIONS USED AS A MEANS FOR HIS/HER PRIVATE BENEFIT OR INUREMENT. REGARDING THE UNIVERSITY'S STAFF AND EMPLOYEES, THERE IS ON-GOING TRAINING CONDUCTED BY VARIOUS DEPARTMENTS. THE INTENT OF THIS TRAINING IS TO HAVE EMPLOYEES UNDERSTAND AND EMBRACE THE "LA SALLIAN" VIRTUES AND CODES OF CONDUCT FOR ALL EMPLOYEES. THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, KEY EMPLOYEES, AND STAFF OF THE UNIVERSITY. IT IS ALSO INTENDED TO SERVE AS A GUIDE FOR ALL EMPLOYEES OF THE UNIVERSITY. DISCLOSURES BY BOARD MEMBERS ARE DIRECTED TO THE PRESIDENT OR TO THE BOARD. IF THE PRESIDENT OR THE BOARD DETERMINES THAT A CONFLICT EXISTS, THE PARTY WITH THE CONFLICT WILL NOT VOTE ON OR PARTICIPATE ON BEHALF OF THE UNIVERSITY IN THE ADMINISTRATION OF TRANSACTIONS WHERE THE CONFLICT EXISTS. ALL OTHER EMPLOYEES ARE TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE VICE PRESIDENT OF THEIR RESPECTIVE DIVISION. ANY SUCH DISCLOSURE SHOULD THEN BE FORWARDED TO HUMAN RESOURCES FOR INCLUSION IN THE EMPLOYEE'S PERSONNEL FILE. ANY PERSON UNSURE OF A CONFLICT MAY REQUEST AN OFFICER TO WEIGH IN ON THE MATTER TO ASCERTAIN WHETHER OR NOT A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH REVIEWING AND MAKING RECOMMENDATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND CERTAIN SENIOR UNIVERSITY EXECUTIVES. THE COMPENSATION SUBCOMMITTEE HAS ENGAGED AN OUTSIDE CONSULTANT TO ADVISE ON EXECUTIVE COMPENSATION SINCE 2009. THE PROCESS UTILIZES CUSTOMIZED REGIONAL AND NATIONAL SALARY SURVEY DATA, COMPLIES WITH IRS AND OTHER REQUIREMENTS FOR INDEPENDENCE, ACCOUNTABILITY, DISCLOSURE, AND DOCUMENTATION. CONSEQUENTLY, THE UNIVERSITY'S EXECUTIVES ARE COMPENSATED COMPETITIVELY AND THE TRUSTEES ARE SECURE IN KNOWING THAT ALL REGULATORY REQUIREMENTS HAVE BEEN MET. THE CONSULTANT PRESENTS FINDINGS AND RECOMMENDATIONS DIRECTLY TO THE COMPENSATION SUBCOMMITTEE OF THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE OF THE BOARD OF TRUSTEES. THE BOARD DELIBERATES ON RECOMMENDATIONS AND TAKES INTO ACCOUNT ANY OTHER RELEVANT INFORMATION AND FACTORS IN DETERMINING THE REASONABLENESS OF EXECUTIVE COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | LA SALLE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | POOLED INCOME FUND | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA SALLE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |