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SWARTHMORE COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SWARTHMORE COLLEGE (EIN 23-1352683)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-11
IRS object ID
202621319349304407
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T13:15:05-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWARTHMORE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CARRIE DIENNAInCareOfNm
Business Name ControlSWARBusinessNameControlTxt
Phone6103288000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT GOLDBERGPersonNm
Person TitleVP FIN & ADMINPersonTitleTxt
Phone6103286040PhoneNum
Signature2026-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTONIO C RUSSOPreparerPersonNm
PTINP00858539PTIN
Phone2673303000PhoneNum
Preparation2026-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT GOLDBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,600,195,000GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressswarthmore.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1864FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee2907TotalEmployeeCnt
Total Volunteers1045TotalVolunteersCnt
Total Gross UBI$16,227,601TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,722,923NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,887,000PYContributionsGrantsAmt
CY Contributions Grants$32,044,000CYContributionsGrantsAmt
PY Program Service Revenue$135,938,000PYProgramServiceRevenueAmt
CY Program Service Revenue$142,401,000CYProgramServiceRevenueAmt
PY Investment Income$199,953,564PYInvestmentIncomeAmt
CY Investment Income$198,807,285CYInvestmentIncomeAmt
PY Other Revenue$8,862,494PYOtherRevenueAmt
CY Other Revenue$8,940,411CYOtherRevenueAmt
PY Total Revenue$361,641,058PYTotalRevenueAmt
CY Total Revenue$382,192,696CYTotalRevenueAmt
PY Grants And Similar Paid$55,520,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,525,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$139,552,835PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$148,705,006CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$56,815PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$61,897CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,937,372CYTotalFundraisingExpenseAmt
PY Other Expenses$105,650,555PYOtherExpensesAmt
CY Other Expenses$120,127,819CYOtherExpensesAmt
PY Total Expenses$300,780,205PYTotalExpensesAmt
CY Total Expenses$329,419,722CYTotalExpensesAmt
PY Revenues Less Expenses$60,860,853PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,772,974CYRevenuesLessExpensesAmt
Total Assets BOY$3,596,866,000TotalAssetsBOYAmt
Total Assets EOY$3,870,675,000TotalAssetsEOYAmt
Total Liabilities BOY$542,297,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$694,607,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,054,569,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,176,068,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$257,619,156ExpenseAmt
Grant$60,525,000GrantAmt
Revenue$142,401,000RevenueAmt
DescSWARTHMORE IS A CO-EDUCATIONAL COLLEGE OF LIBERAL ARTS AND ENGINEERING DEDICATED TO INTELLECTUAL EXPLORATION, ACCESS, AND EDUCATING FOR THE COMMON GOOD. THE AVERAGE ENROLLMENT FOR FISCAL YEAR 2024-25 WAS 1,702. THERE WERE 191 STUDENTS STUDYING ABROAD. OF THE TOTAL STUDENT POPULATION, 1,459 COME FROM ACROSS THE UNITED STATES WHILE 243 COME FROM OTHER NATIONS. SWARTHMORE'S COMMITMENT TO FINANCIAL AID AND ACCESS IS AT THE CORE OF OUR EDUCATIONAL MISSION. THE COLLEGE STRIVES TO MAKE IT POSSIBLE FOR ALL ADMITTED STUDENTS TO ATTEND SWARTHMORE, REGARDLESS OF THEIR ABILITY TO PAY, AND MEETS 100 PERCENT OF DETERMINED NEED FOR ALL ADMITTED STUDENTS. NEARLY 54 PERCENT OF STUDENTS RECEIVED NEED-BASED SWARTHMORE SCHOLARSHIP AID FROM AN OVERALL FINANCIAL AID EXPENDITURES OF $60 MILLION. SWARTHMORE'S AID AWARDS CONSIST OF GRANTS (WHICH DO NOT NEED TO BE REPAID) AND THE EXPECTATION THAT STUDENTS WILL WORK IN A PART-TIME CAMPUS-BASED JOB. THE COLLEGE'S FINANCIAL AID AWARDS ARE LOAN-FREE. SWARTHMORE'S 425-ACRE ARBORETUM CAMPUS INCLUDES THE CRUM WOODS, A NATURALLY WOODED AREA COMPRISING NEARLY THREE-FIFTHS OF THE COLLEGE'S LAND. IN 2015, THE COLLEGE LAUNCHED ITS ENVIRONMENTAL SUSTAINABILITY FRAMEWORK, A SET OF GUIDELINES FOR CAPITAL PROJECTS AND FACILITIES OPERATIONS THAT INCLUDES SUSTAINABLE BUILDING GUIDELINES AND A PROJECT CHECKLIST. THE FOLLOWING YEAR, THE COLLEGE INSTITUTED A CARBON CHARGE THAT PROVIDES FUNDING FOR CAMPUS INITIATIVES AND PROJECTS THAT INCREASE ENERGY CONSERVATION AND EFFICIENCY AND PROMOTE RENEWABLE ENERGY. SWARTHMORE WAS HONORED TO RECEIVE A 2017 SUSTAINABLE CAMPUS EXCELLENCE AWARD IN THE INNOVATIVE COLLABORATION CATEGORY FROM THE INTERNATIONAL SUSTAINABLE CAMPUS NETWORK FOR OUR CARBON CHARGE PROGRAM. SWARTHMORE COLLEGE IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY FOR ALL QUALIFIED PERSONS, WITHOUT DISCRIMINATION AGAINST ANY PERSON BY REASON OF SEX, RACE, COLOR, AGE, RELIGION, NATIONAL ORIGIN, HANDICAP, OR SEXUAL ORIENTATION. THIS POLICY IS CONSISTENT WITH RELEVANT GOVERNMENTAL STATUES AND REGULATIONS, INCLUDING THOSE PURSUANT TO TITLE IX OF THE FEDERAL EDUCATION AMENDMENTS OF 1972 AND SECTION 504 OF THE FEDERAL REHABILITATION ACT OF 1973.Desc
Total Program Service Expenses$257,619,156TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerYes (true)OnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2449IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2907EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCARRIE DIENNAPersonNm
Phone6103287686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
VALERIE SMITH
PRES./EX OFFICIO BOARD MEMBER40.00.0Yes (X)Yes (X)$762,341$0$652,503
ELIZABETH BOLUCH-WOOD
FRMR VP OF COLLEGE ADVANCE40.00.0$802,925$0$19,003Yes (X)
ROBERT GOLDBERG
VP FINANCE & ADMIN & TREASURER40.00.0Yes (X)$612,367$0$59,034
FRANK C GRUNSEICH
CHIEF INVESTMENT OFFICER40.00.0Yes (X)$551,123$0$81,446
TOMOKO SAKOMURA
PROVOST & DEAN (UNTIL 08/24)40.00.0Yes (X)$430,517$0$62,608
THOMAS HUNTER
PROFESSOR40.00.0$431,454$0$18,994Yes (X)
ANDREW HIRSCH
VP FOR COMMUNICATIONS40.00.0Yes (X)$344,932$0$61,574
JAMES L BOCK III
VP AND DEAN OF ADMISSIONS40.00.0Yes (X)$310,650$0$91,821
SHARMAINE BRADHAM LAMAR ESQ
GENERAL COUNSEL40.00.0Yes (X)$288,859$0$76,322
STEPHANIE IVES
VP FOR STUDENT AFFAIRS40.00.0Yes (X)$318,990$0$41,576
RENEE ATKINSON
ASSOCIATE VP GIFT PLANNING40.00.0$305,910$0$53,387Yes (X)
BETH GLASSMAN
VP HUMAN RESOURCES40.00.0Yes (X)$296,461$0$57,967
S BROOKE VICK
VP FOR DEI40.00.0Yes (X)$290,103$0$51,865
ERIN BROWNLEE DELL
CHIEF OF STAFF & SECRETARY40.00.0Yes (X)$270,494$0$63,275
YING HAN
DIRECTOR OF INVESTMENTS40.00.0$300,444$0$29,597Yes (X)
ANDREW FEICK
FORMER CO-INTERIM VP FIN&ADMIN40.00.0$270,989$0$56,017Yes (X)
ANTHONY COSCHIGNANO
ASSOCIATE VP CAMPUS SVCS40.00.0$272,583$0$51,916Yes (X)
DONNA JO NAPOLI
PROFESSOR40.00.0$261,472$0$34,213Yes (X)
KATHLEEN HOWARD
PROVOST & DEAN (AS OF 09/24)40.00.0Yes (X)$209,923$0$76,245
JASON PARKHILL
CHIEF INFORMATION OFFICER40.00.0Yes (X)$217,518$0$68,290
ALICE TURBIVILLE
AVP FINANCE & ASST TREASURER40.00.0Yes (X)$196,545$0$43,355
ROBIN HUNTINGDON SHORES
ASSISTANT SECRETARY40.00.0Yes (X)$177,895$0$42,470
BRADLEY KOCH
DIRECTOR OF ATHLETICS40.00.0Yes (X)$198,105$0$20,557
SARAH PEARSON
VP FR ADVANCEMENT40.00.0Yes (X)$192,005$0$420
CARRIE DIENNA
FORMER ACTING ASST TREASURER40.00.0$169,731$0$17,710Yes (X)
LESLIE ABBEY
TRUSTEE4.00.0Yes (X)$0$0$0
WILLIAM BOULDING
TRUSTEE4.00.0Yes (X)$0$0$0
DAVID G BRADLEY
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN P CHEN
TRUSTEE4.00.0Yes (X)$0$0$0
THOM COLLINS
TRUSTEE2.00.0Yes (X)$0$0$0
SEAN DECATUR
TRUSTEE4.00.0Yes (X)$0$0$0
ELIZABETH ECONOMY
TRUSTEE4.00.0Yes (X)$0$0$0
LIZ HASKIN FERNALD
TRUSTEE4.00.0Yes (X)$0$0$0
LAUREN C GLANT
TRUSTEE4.00.0Yes (X)$0$0$0
MICHEL GLOUCHEVITCH
TRUSTEE2.00.0Yes (X)$0$0$0
S LESLIE JEWETT
TRUSTEE2.00.0Yes (X)$0$0$0
AYANNA JOHNSON
TRUSTEE/EX OFFICIO BOARD MBR2.00.0Yes (X)$0$0$0
ELEANOR JOSEPH
TRUSTEE2.00.0Yes (X)$0$0$0
JAKY JOSEPH
TRUSTEE4.00.0Yes (X)$0$0$0
HAROLD KALKSTEIN
CHAIR6.00.0Yes (X)Yes (X)$0$0$0
MICHEL KAUFMAN
TRUSTEE2.00.0Yes (X)$0$0$0
PAUL KUENSTNER
TRUSTEE2.00.0Yes (X)$0$0$0
LUCY LANG
TRUSTEE4.00.0Yes (X)$0$0$0
EDGAR LEE
TRUSTEE4.00.0Yes (X)$0$0$0
CINDI LEIVE
TRUSTEE2.00.0Yes (X)$0$0$0
SABRINA MARTINEZ
TRUSTEE4.00.0Yes (X)$0$0$0
COREY MULLOY
TRUSTEE2.00.0Yes (X)$0$0$0
NICOLE O'DELL ODIM
TRUSTEE4.00.0Yes (X)$0$0$0
CATHYRN POLINSKY
TRUSTEE2.00.0Yes (X)$0$0$0
ASAHI POMPEY
TRUSTEE2.00.0Yes (X)$0$0$0
DAWN PORTER
TRUSTEE2.00.0Yes (X)$0$0$0
DOROTHY ROBINSON
TRUSTEE4.00.0Yes (X)$0$0$0
MELISSA ROSE
TRUSTEE2.00.0Yes (X)$0$0$0
ANTOINETTE SAYEH
TRUSTEE2.00.0Yes (X)$0$0$0
ANNE SCHUCHAT
TRUSTEE4.00.0Yes (X)$0$0$0
GUSTAVO SCHWED
TRUSTEE4.00.0Yes (X)$0$0$0
STEPHEN SELL
TRUSTEE4.00.0Yes (X)$0$0$0
GAURAV SETH
TRUSTEE4.00.0Yes (X)$0$0$0
SALEM D SHUCHMAN
TRUSTEE2.00.0Yes (X)$0$0$0
JAMES SNIPES
TRUSTEE4.00.0Yes (X)$0$0$0
THOMAS E SPOCK
TRUSTEE2.00.0Yes (X)$0$0$0
SUJATHA A SRINIVASAN
VICE-CHAIR6.00.0Yes (X)Yes (X)$0$0$0
BRYAN WOLF
TRUSTEE2.00.0Yes (X)$0$0$0
BRIAN WONG
TRUSTEE2.00.0Yes (X)$0$0$0
WINSTON ZEE
TRUSTEE4.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,484,336TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,832,165TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K366IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WHITING-TURNER CONTRACTING COMPANY
300 EAT JOPPA ROADBALTIMOREMD21286BUILDING SERVICES$25,234,445
P AGNES INC
2101 PENROSE AVENUEPHILADELPHIAPA19145BUILDING SERVICES$17,493,949
WARFEL CONSTRUCTION
1110 ENTERPRISE ROADEAST PETERSBURGPA17520BUILDING SERVICES$10,741,575
LF DRISCOLL COMPANY LLC
401 EAST CITY AVENUEBALA CYNWYDPA19004BUILDING SERVICES$8,161,026
TARGET BUILDING CONSTRUCTION INC
1124 CHESTER PIKECRUM LYNNEPA19022BUILDING SERVICES$5,396,979
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K87CntrctRcvdGreaterThan100KCnt
Government Grants$11,688,000GovernmentGrantsAmt
All Other Contributions$20,356,000AllOtherContributionsAmt
Noncash Contributions$2,755,582NoncashContributionsAmt
Total Contributions$32,044,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$112,049,053$112,049,053
ROOM & BOARD611310$30,351,947$30,351,947
FieldValueIRS element (for citing)
Total Program Service Revenue$142,401,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,909,123TotalRevenueColumnAmt
Unrelated Business Revenue$6,429,604UnrelatedBusinessRevenueAmt
Exclusion$137,479,519ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,311,188TotalRevenueColumnAmt
Exclusion$2,311,188ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$756,894RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,176,278RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$419,384RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$419,384TotalRevenueColumnAmt
Exclusion-$419,384ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,269,413,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,216,826,026SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,586,974SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,586,974TotalRevenueColumnAmt
Unrelated Business Revenue$4,626,805UnrelatedBusinessRevenueAmt
Exclusion$47,960,169ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INN AT SWARTHMORE (INN & RESTAURANT)721110$5,189,660$4,555,902$633,758
BOOKSTORE AT SWARTHMORE (AT INN)611710$1,765,513$494,990$1,270,523
SUMMER PROGRAMS900000$120,300$120,300

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,284,322TotalRevenueColumnAmt
Exclusion$2,284,322ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,359,795OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$382,192,696TotalRevenueColumnAmt
Related Or Exempt Func Income$142,401,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,227,601UnrelatedBusinessRevenueAmt
Exclusion$191,520,095ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$52,501,422TotalAmt
Program Services$52,501,422ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,023,578TotalAmt
Program Services$8,023,578ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,865,097TotalAmt
Program Services$2,265,461ProgramServicesAmt
Management And General$4,157,029ManagementAndGeneralAmt
Fundraising$442,607FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,096,659TotalAmt
Program Services$0ProgramServicesAmt
Management And General$526,655ManagementAndGeneralAmt
Fundraising$570,004FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,309,661TotalAmt
Program Services$85,808,627ProgramServicesAmt
Management And General$15,295,755ManagementAndGeneralAmt
Fundraising$4,205,279FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,846,302TotalAmt
Program Services$6,914,975ProgramServicesAmt
Management And General$1,549,931ManagementAndGeneralAmt
Fundraising$381,396FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,054,522TotalAmt
Program Services$14,085,064ProgramServicesAmt
Management And General$4,285,286ManagementAndGeneralAmt
Fundraising$684,172FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,532,765TotalAmt
Program Services$5,902,685ProgramServicesAmt
Management And General$1,299,553ManagementAndGeneralAmt
Fundraising$330,527FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$650,423TotalAmt
Program Services$0ProgramServicesAmt
Management And General$650,423ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$448,727TotalAmt
Program Services$0ProgramServicesAmt
Management And General$448,727ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$9,817TotalAmt
Program Services$0ProgramServicesAmt
Management And General$9,817ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$61,897TotalAmt
Fundraising$61,897FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,586,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$6,586,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,430,662TotalAmt
Program Services$7,353,145ProgramServicesAmt
Management And General$3,714,936ManagementAndGeneralAmt
Fundraising$362,581FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$96,282TotalAmt
Program Services$48,857ProgramServicesAmt
Management And General$47,425ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,477,366TotalAmt
Program Services$7,285,637ProgramServicesAmt
Management And General$1,931,722ManagementAndGeneralAmt
Fundraising$260,007FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,340,415TotalAmt
Program Services$5,541,395ProgramServicesAmt
Management And General$1,623,256ManagementAndGeneralAmt
Fundraising$175,764FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,715,212TotalAmt
Program Services$2,860,391ProgramServicesAmt
Management And General$743,429ManagementAndGeneralAmt
Fundraising$111,392FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,598,231TotalAmt
Program Services$3,442,172ProgramServicesAmt
Management And General$877,505ManagementAndGeneralAmt
Fundraising$278,554FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,910,465TotalAmt
Program Services$2,439,925ProgramServicesAmt
Management And General$746,073ManagementAndGeneralAmt
Fundraising$724,467FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,223,133TotalAmt
Program Services$11,665,072ProgramServicesAmt
Management And General$3,103,578ManagementAndGeneralAmt
Fundraising$454,483FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,828,104TotalAmt
Program Services$18,912,218ProgramServicesAmt
Management And General$5,188,493ManagementAndGeneralAmt
Fundraising$727,393FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,019,250TotalAmt
Program Services$3,019,250ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIP PURCH, RENTAL & MAINT$7,754,715$5,640,261$1,987,735$126,719
OFF-CAMPUS STUDY PROGRAMS$5,938,651$5,938,651$0$0
FOOD & BEVERAGE (NON-TRAVEL)$5,148,320$5,148,320$0$0
ANNUITY PAYMENTS$1,675,622$1,675,622$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,276,424TotalAmt
Program Services$1,146,428ProgramServicesAmt
Management And General$7,089,866ManagementAndGeneralAmt
Fundraising$40,130FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$329,419,722TotalAmt
Program Services$257,619,156ProgramServicesAmt
Management And General$61,863,194ManagementAndGeneralAmt
Fundraising$9,937,372FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$77,198,000BOYAmt
EOY$52,840,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,311,000BOYAmt
EOY$3,130,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,150,000BOYAmt
EOY$11,179,000EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$192,624BOYAmt
EOY$202,295EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,529,376BOYAmt
EOY$4,874,705EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$511,518BOYAmt
EOY$503,097EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,413,482BOYAmt
EOY$2,585,903EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$977,771,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$271,449,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$638,878,000BOYAmt
EOY$706,322,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$732,297,000BOYAmt
EOY$656,840,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,061,783,000BOYAmt
EOY$2,264,915,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$72,602,000BOYAmt
EOY$167,283,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,596,866,000BOYAmt
EOY$3,870,675,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,537,000BOYAmt
EOY$48,717,000EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,581,000BOYAmt
EOY$2,608,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$436,961,000BOYAmt
EOY$583,478,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$59,218,000BOYAmt
EOY$59,804,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$542,297,000BOYAmt
EOY$694,607,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,292,567,000BOYAmt
EOY$1,322,718,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,762,002,000BOYAmt
EOY$1,853,350,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,054,569,000BOYAmt
EOY$3,176,068,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,596,866,000BOYAmt
EOY$3,870,675,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,772,974ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$70,310,026NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,584,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$9,817DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$9,817TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1GFormAndLineReferenceDesc
ExplanationDETAIL OF LOBBYING EXPENSES SWARTHMORE COLLEGE ENGAGED THE AMERICAN COUNCIL ON EDUCATION, INC. AS PART OF A COALITION OF SMALL COLLEGES TO MEET WITH MEMBERS OF CONGRESS TO DISCUSS ISSUES IMPACTING HIGHER EDUCATION. THE COST OF THESE SERVICES WAS $5,348. SWARTHMORE COLLEGE IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (NAICU) AND THE LOBBYING EXPENSES ASSOCIATED WITH THIS MEMBERSHIP IS $1,471. SWARTHMORE COLLEGE CONDUCTED CAPITOL HILL MEETINGS WITH MEMBERS OF CONGRESS AND STAFF TO DISCUSS ISSUES IMPACTING HIGHER EDUCATION. ASSOCIATED COSTS TOTALED $2,998.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$4,876,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,728,473,000BeginningYearBalanceAmt
Contributions$4,435,000ContributionsAmt
Investment Earnings Or Losses$258,365,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,311,000GrantsOrScholarshipsAmt
Other Expenditures$114,691,000OtherExpendituresAmt
Administrative Expenses$6,586,000AdministrativeExpensesAmt
End Year Balance$2,842,685,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,720,329,000BeginningYearBalanceAmt
Contributions$2,851,000ContributionsAmt
Investment Earnings Or Losses$152,418,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,970,000GrantsOrScholarshipsAmt
Other Expenditures$119,774,000OtherExpendituresAmt
Administrative Expenses$5,381,000AdministrativeExpensesAmt
End Year Balance$2,728,473,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,725,238,000BeginningYearBalanceAmt
Contributions$2,501,000ContributionsAmt
Investment Earnings Or Losses$111,475,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,404,000GrantsOrScholarshipsAmt
Other Expenditures$90,565,000OtherExpendituresAmt
Administrative Expenses$6,916,000AdministrativeExpensesAmt
End Year Balance$2,720,329,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,899,312,000BeginningYearBalanceAmt
Contributions$7,044,000ContributionsAmt
Investment Earnings Or Losses-$73,564,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,511,000GrantsOrScholarshipsAmt
Other Expenditures$80,240,000OtherExpendituresAmt
Administrative Expenses$7,803,000AdministrativeExpensesAmt
End Year Balance$2,725,238,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,103,670,000BeginningYearBalanceAmt
Contributions$6,803,000ContributionsAmt
Investment Earnings Or Losses$906,280,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,650,000GrantsOrScholarshipsAmt
Other Expenditures$87,918,000OtherExpendituresAmt
Administrative Expenses$7,873,000AdministrativeExpensesAmt
End Year Balance$2,899,312,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.36000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.61000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,783,000OtherCostOrOtherBasisAmt
Book Value$5,783,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$940,113,000OtherCostOrOtherBasisAmt
Depreciation$246,032,000DepreciationAmt
Book Value$694,081,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,582,000OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$1,582,000BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,417,000OtherCostOrOtherBasisAmt
Depreciation$25,417,000DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,876,000OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$4,876,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$706,322,000TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PUBLIC EQUITY$398,864,000F
REAL ASSETS$401,685,000F
PRIVATE EQUITY$959,896,000F
MARKETABLE ALTERNATIVES$502,247,000F
OTHER$2,223,000F
FieldValueIRS element (for citing)
Total Book Value Securities$2,264,915,000TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
EMPLOYEE AND FORMER EMPLOYEES$5,632,000
DONORS$17,915,000
POSTRETIREMENT HEALTH BENEFIT$14,964,000
CONDITIONAL ASSET RETIRMNT OBLIGATI$1,186,000
RIGHT OF USE LIABILITIES$1,897,000
TAXABLE BONDS$18,210,000
FieldValueIRS element (for citing)
Total Liability$59,804,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$384,984,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$70,310,026NetUnrealizedGainsInvstAmt
Revenue Not Reported$70,310,026RevenueNotReportedAmt
Revenue Subtotal$314,673,974RevenueSubtotalAmt
Investment Expenses Not Incld$6,586,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included$60,932,722OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$67,518,722RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$382,192,696TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$263,485,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$263,485,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,586,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$59,348,722OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$65,934,722ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$329,419,722TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4DESCRIPTION OF COLLECTIONS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS ARE RECOGNIZED AT THEIR ESTIMATED FAIR VALUE AT THE TIME OF GIFT BASED UPON APPRAISALS OR SIMILAR VALUATIONS. ALL MATERIAL ITEMS, WHETHER CONTRIBUTED OR PURCHASED, HAVE BEEN CAPITALIZED. WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS ARE NOT SUBJECT TO DEPRECIATION. ----------------------
SCHEDULE D, PART V, LINE 4USE OF ENDOWMENT FUNDS IN ADDITION TO SCHOLARSHIPS, THE SWARTHMORE COLLEGE ENDOWMENT PROVIDES FUNDING FOR A VARIETY OF PROGRAMS INCLUDING PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, LIBRARIES, ACADEMIC SUPPORT, AWARDS AND PRIZES, COMMUNITY SERVICE, FACILITIES AND GROUNDS, DEBT SERVICE AND CAPITAL PROJECTS, AS WELL AS GENERAL BUDGET SUPPORT. -------------------
SCHEDULE D, PART X, LINE 2TEXT OF FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING IS THE TEXT OF THE FIN 48 (ASC 740) FOOTNOTE FROM THE CONSOLIDATED JUNE 30, 2025 SWARTHMORE COLLEGE AUDITED FINANCIAL STATEMENTS: IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT IN THE FINANCIAL STATEMENTS. THE COLLEGE CONTINUALLY MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME ACTIVITY. --------------------
SCHEDULE D, PART XI, LINE 4BDETAIL OF OTHER CHANGES COSTS OF RENTAL HOUSING $ (1,176,278) CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS 1,584,000 STUDENT AID 60,525,000 --------------- TOTAL $ 60,932,722 -------------------- SCHEDULE D, PART XII, LINE 4B DETAIL OF OTHER CHANGES COST OF RENTAL HOUSING $ (1,176,278) STUDENT AID 60,525,000 --------------- TOTAL $ 59,348,722 -------------------

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3PUBLICATION OF RACIALLY NON-DISCRIMINATORY POLICY SWARTHMORE COLLEGE CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY. SWARTHMORE COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN COLLEGE CATALOGS. THEREFORE, SWARTHMORE COLLEGE IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SWARTHMORE PUBLISHES ITS POLICY ON ITS MAIN WEBSITE: HTTPS://WWW.SWARTHMORE.EDU/EQUAL-OPPORTUNITY/NON-DISCRIMINATION-AND-EQUAL- OPPORTUNITY ------------------
SCHEDULE E, LINE 6ADESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY SWARTHMORE COLLEGE PARTICIPATES IN FIVE FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS AND FEDERAL DIRECT LOAN PROGRAMS. THE COLLEGE ALSO PARTICIPATES IN THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA) STUDENT GRANT PROGRAM. THE ONLY DIRECT FINANCIAL ASSISTANCE RECEIVED BY THE COLLEGE FROM A GOVERNMENTAL AGENCY IS THE PHEAA INSTITUTIONAL ASSISTANCE GRANT. ------------------

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$570,091,737
Europe (Including Iceland and Greenland)00InvestmentsN/A$54,615,149
North America00InvestmentsN/A$21,680,873
Central America and the Caribbean00Program ServicesSCHOLARSHIPS$257,406
East Asia and the Pacific00Program ServicesSCHOLARSHIPS$1,323,482
Europe (Including Iceland and Greenland)00Program ServicesSCHOLARSHIPS$200,963
Middle East and North Africa00Program ServicesSCHOLARSHIPS$673,971
North America00Program ServicesSCHOLARSHIPS$410,136
Russia and the Newly Independent States00Program ServicesSCHOLARSHIPS$491,394
South America00Program ServicesSCHOLARSHIPS$673,479
South Asia00Program ServicesSCHOLARSHIPS$1,245,528
Sub-Saharan Africa00Program ServicesSCHOLARSHIPS$2,747,219
East Asia and the Pacific00Program ServicesSTUDY ABROAD$11,852
Europe (Including Iceland and Greenland)00Program ServicesSTUDY ABROAD$925,289
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$655,348,478SubtotalSpentAmt
Total Spent$655,348,478TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPSCentral America and the Caribbean3$257,406CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSEast Asia and the Pacific20$1,323,482CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSEurope (Including Iceland and Greenland)3$200,963CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSMiddle East and North Africa8$673,971CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSNorth America5$410,136CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSRussia and the Newly Independent States7$491,394CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSouth America8$673,479CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSouth Asia17$1,245,528CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSub-Saharan Africa38$2,747,219CREDITSCHOLARSHIPSBOOK
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
HANOVER RESEARCH
4401 WILSON BLVDARLINGTONVA22203GENERAL CONSULTINGfalse$19,561,419$42,750$19,518,669
ACADEMIC RESEARCH FUNDING STRATEGIE
1004 ROSE CIRCLECOLLEGE STATIONTX77840GENERAL CONSULTINGfalse$259,983$2,160$257,823
GREEN SEEDS
342 WEST 4TH STREETMEDIAPA19063GENERAL CONSULTINGfalse$534,598$16,987$517,611
FieldValueIRS element (for citing)
Total Gross Receipts$20,356,000TotalGrossReceiptsAmt
Total Retained By Contractors$61,897TotalRetainedByContractorsAmt
Total Net To Organization$20,294,103TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSWARTHMORE COLLEGE FUNDS/SCHOLARSHIPSGrantTypeTxt
Recipient870RecipientCnt
Cash Grant$52,501,422CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VALERIE SMITH
PRES./EX OFFICIO BOARD MEMBER$762,341$0$0$0$0$0$561,853$0$90,650$0$1,414,844$0$0$0
ELIZABETH BOLUCH-WOOD
FRMR VP OF COLLEGE ADVANCE$286,371$0$0$0$516,554$0$18,411$0$592$0$821,928$0$0$0
ROBERT GOLDBERG
VP FINANCE & ADMIN & TREASURER$562,367$0$50,000$0$0$0$34,500$0$24,534$0$671,401$0$0$0
FRANK C GRUNSEICH
CHIEF INVESTMENT OFFICER$551,123$0$0$0$0$0$34,500$0$46,946$0$632,569$0$0$0
TOMOKO SAKOMURA
PROVOST & DEAN (UNTIL 08/24)$380,517$0$50,000$0$0$0$32,434$0$30,174$0$493,125$0$0$0
THOMAS HUNTER
PROFESSOR$51,734$0$0$0$379,720$0$5,528$0$13,466$0$450,448$0$0$0
ANDREW HIRSCH
VP FOR COMMUNICATIONS$309,932$0$35,000$0$0$0$30,999$0$30,575$0$406,506$0$0$0
JAMES L BOCK III
VP AND DEAN OF ADMISSIONS$285,650$0$25,000$0$0$0$29,290$0$62,531$0$402,471$0$0$0
SHARMAINE BRADHAM LAMAR ESQ
GENERAL COUNSEL$253,859$0$35,000$0$0$0$25,926$0$50,396$0$365,181$0$0$0
STEPHANIE IVES
VP FOR STUDENT AFFAIRS$283,990$0$35,000$0$0$0$26,976$0$14,600$0$360,566$0$0$0
RENEE ATKINSON
ASSOCIATE VP GIFT PLANNING$295,910$0$10,000$0$0$0$29,523$0$23,864$0$359,297$0$0$0
BETH GLASSMAN
VP HUMAN RESOURCES$271,461$0$25,000$0$0$0$27,392$0$30,575$0$354,428$0$0$0
S BROOKE VICK
VP FOR DEI$255,103$0$35,000$0$0$0$21,333$0$30,532$0$341,968$0$0$0
ERIN BROWNLEE DELL
CHIEF OF STAFF & SECRETARY$235,494$0$35,000$0$0$0$23,900$0$39,375$0$333,769$0$0$0
YING HAN
DIRECTOR OF INVESTMENTS$300,444$0$0$0$0$0$0$0$29,597$0$330,041$0$0$0
ANDREW FEICK
FORMER CO-INTERIM VP FIN&ADMIN$250,989$0$20,000$0$0$0$25,500$0$30,517$0$327,006$0$0$0
ANTHONY COSCHIGNANO
ASSOCIATE VP CAMPUS SVCS$207,583$0$65,000$0$0$0$21,471$0$30,445$0$324,499$0$0$0
DONNA JO NAPOLI
PROFESSOR$261,472$0$0$0$0$0$25,544$0$8,669$0$295,685$0$0$0
KATHLEEN HOWARD
PROVOST & DEAN (AS OF 09/24)$209,923$0$0$0$0$0$20,506$0$55,739$0$286,168$0$0$0
JASON PARKHILL
CHIEF INFORMATION OFFICER$217,518$0$0$0$0$0$21,471$0$46,819$0$285,808$0$0$0
ALICE TURBIVILLE
AVP FINANCE & ASST TREASURER$196,545$0$0$0$0$0$19,642$0$23,713$0$239,900$0$0$0
ROBIN HUNTINGDON SHORES
ASSISTANT SECRETARY$177,895$0$0$0$0$0$18,163$0$24,307$0$220,365$0$0$0
BRADLEY KOCH
DIRECTOR OF ATHLETICS$198,105$0$0$0$0$0$19,727$0$830$0$218,662$0$0$0
SARAH PEARSON
VP FR ADVANCEMENT$192,005$0$0$0$0$0$0$0$420$0$192,425$0$0$0
CARRIE DIENNA
FORMER ACTING ASST TREASURER$169,731$0$0$0$0$0$16,908$0$802$0$187,441$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, LINE 1ADETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS TRAVEL IN GENERAL, IT IS THE COLLEGE'S POLICY THAT FIRST CLASS TRAVEL IS NOT AUTHORIZED FOR COLLEGE EMPLOYEES TRAVELING ON COLLEGE BUSINESS. HOWEVER, IN RECOGNITION THAT THE PRESIDENT TYPICALLY WORKS DURING FLIGHTS, ATTENDS DIRECTLY TO BUSINESS UPON ARRIVAL, AND CANNOT SCHEDULE IN TIME FOR ADEQUATE REST, THE BOARD OF MANAGERS HAS APPROVED THE USE OF FIRST CLASS TRAVEL FOR THE PRESIDENT ON DOMESTIC AND INTERNATIONAL FLIGHTS OVER THREE HOURS IN LENGTH. THIS POLICY EXTENDS TO THE PRESIDENT'S SPOUSE WHEN HE OR SHE ACCOMPANIES THE PRESIDENT ON BUSINESS TRAVEL. FOR ALL OTHER EMPLOYEES (FACULTY AND STAFF), FIRST CLASS TRAVEL MUST BE PRE-APPROVED BY THE PRESIDENT OR THEIR DESIGNATE. TRAVEL FOR COMPANIONS IN CERTAIN AUTHORIZED CIRCUMSTANCES THE COLLEGE WILL PAY, OR WILL REIMBURSE, FOR THE TRAVEL, MEALS AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE UNDER THE COLLEGE'S ACCOUNTABLE PLAN. REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE UNLESS THE COMPANION TRAVEL IS: 1) FOR A BONA FIDE BUSINESS PURPOSE, 2) DIRECTLY BENEFITS THE COLLEGE, AND 3) IS PROPERLY DOCUMENTED AND APPROVED. ANY SPOUSE/PARTNER TRAVEL OTHER THAN THE PRESIDENT MUST BE APPROVED, IN ADVANCE, BY THE PRESIDENT OR THEIR DESIGNATE. TAX GROSS-UP PAYMENTS RETIREMENT PAYMENTS TO EMPLOYEES MAY INCLUDE A GROSS-UP FOR A PORTION OF THE BENEFITS PAID. RESIDENCE REQUIREMENT AS A CONDITION OF EMPLOYMENT, THE PRESIDENT AND DEAN OF STUDENTS MAINTAINED THEIR FULL TIME RESIDENCE IN COLLEGE-PROVIDED HOUSING AND USED THE RESIDENCE FOR COLLEGE BUSINESS AND ENTERTAINMENT PURPOSES. SOCIAL CLUB DUES MEMBERSHIP DUES WERE PROVIDED TO TWO CLUBS. THE YALE CLUB (IN NEW YORK) AND THE PENN CLUB (IN PHILADELPHIA) AND ARE TO BE USED, PRIMARILY, FOR BUSINESS PURPOSES. --------------------
SCHEDULE J, PART I, LINE 4AELIZABETH BOLUCH-WOOD - OTHER REPORTABLE COMPENSATION FIGURE WAS A SEVERANCE PAYMENT. --------------------
SCHEDULE J, PART I, LINE 4BSUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION SWARTHMORE COLLEGE (THE "COLLEGE") MAINTAINS A SUPPLEMENTAL EXECUTIVE IRC SECTION 457(F) RETIREMENT PLAN ("SERP") DESIGNED FOR THE PRESIDENT OF THE COLLEGE. VESTING IN THE SERP WILL OCCUR IF THE PRESIDENT REMAINS AT THE COLLEGE THROUGH JUNE 30, 2026 (OR DEATH OR PERMANENT DISABILITY PRIOR TO THEN). THERE WERE NO DISTRIBUTIONS MADE FROM THE SERP PLAN FOR THE JUNE 30, 2025 TAX YEAR. --------------------
SCHEDULE J, PART I, LINE 7CERTAIN INDIVIDUALS RECEIVED APPROVED DISCRETIONARY BONUSES AND/OR INCENTIVE COMPENSATION. --------------------
SCHEDULE J, PART IIADDITIONAL INFORMATION ALL DEFERRED COMPENSATION FIGURES REPORTED ON PART II, COLUMN C, INCLUDE EMPLOYER CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. VALERIE SMITH - NON-TAXABLE BENEFITS FIGURE INCLUDES A HOUSING ALLOWANCE. SEE "RESIDENCE REQUIREMENT" ABOVE. VALERIE SMITH - DEFERRED COMPENSATION ALSO INCLUDES ACCRUED LEAVE COMPENSATION AND BENEFITS. VALERIE SMITH - DEFERRED COMPENSATION ALSO INCLUDES 457(B) COMPENSATION. THOMAS HUNTER - OTHER REPORTABLE COMPENSATION FIGURE WAS AN EARLY RETIREMENT PAYMENT. ----------------

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2015
A232243929870000KJ42015-07-14$59,996,832VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016A
B232243929870000KY12016-08-16$73,699,674REFUNDING PRIOR BOND- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016B
C232243929870000LW42016-08-16$25,244,118VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2018
D232243929870000MZ62018-07-10$110,605,739VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,654,824$19,560,592$60,362,681$0$0$0$348,937$0$0$60,013,744$0$02018falsefalseYes (true)Yes (true)
B$40,320,446$0$73,701,488$0$0$0$344,674$0$0$0$73,356,814$02016Yes (true)falseYes (true)Yes (true)
C$4,417,842$0$25,522,589$0$0$0$194,356$0$0$25,328,233$0$02019falsefalseYes (true)Yes (true)
D$11,272,042$0$113,326,023$0$10,190,406$0$672,822$0$0$102,462,795$0$02021falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
B0
Cfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Dfalsefalsefalsefalse0.000000.002000.00200falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, COLUMN (F)FormAndLineReferenceDesc
ExplanationPART I, LINE A: THE PROCEEDS OF THE BONDS ISSUED ON 7/14/2015 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2015 BONDS. PART I, LINE B: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WERE USED TO ADVANCE REFUND THE 2006A REVENUE BONDS, AND TO FUND THE COSTS OF ISSUING THE 2016A BONDS. PART I, LINE C: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WILL BE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2016B BONDS. PART I, LINE D: THE PROCEEDS OF THE BONDS ISSUED ON 7/10/2018 WILL BE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2018 BONDS. PART I, LINE E: THE PROCEEDS OF THE BONDS ISSUED ON 8/4/2021 WILL BE USED TO ADVANCE REFUND A PORTION OF THE 2011B REVENUE BONDS, PAR VALUE OF $11,595,000, THE COSTS OF ISSUING THE 2021B REVENUE BONDS, AND VARIOUS TAX-EXEMPT CAPITAL PROJECTS. PART I, LINE F: THE PROCEEDS OF THE BONDS ISSUED ON 7/12/2023 WILL BE USED TO ADVANCE REFUND A PORTION OF THE 2013 REVENUE BONDS, PAR VALUE OF $30,380,000, THE COSTS OF ISSUING THE 2023 REVENUE BONDS, AND VARIOUS TAX-EXEMPT CAPITAL PROJECTS. PART I, LINE G: THE PROCEEDS OF THE BONDS ISSUED ON 6/18/2025 WILL BE USED TO ADVANCE REFUND A PORTION OF THE 2015 REVENUE BONDS, PAR VALUE OF $19,540,000, THE COSTS OF ISSUING THE 2025A REVENUE BONDS, AND VARIOUS TAX-EXEMPT CAPITAL PROJECTS. -------------------- SCHEDULE K, PART II, LINE 3 DETAIL OF TOTAL PROCEEDS FROM ISSUE THE TOTAL PROCEEDS OF ISSUE REPORTED FOR EACH BOND LISTED INCLUDES INVESTMENT EARNINGS. FOR THE 2015 SERIES (ISSUED 07/14/2015) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 365,849 FOR THE 2016A SERIES (ISSUED 07/19/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 1,814 FOR THE 2016B SERIES (ISSUED 08/14/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 278,471 FOR THE 2018 SERIES (ISSUED 07/10/2018) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 2,720,284 FOR THE 2021B SERIES (ISSUED 08/04/2021) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 1,778,397 FOR THE 2023 SERIES (ISSUED 07/12/2023) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: 6,498,973 FOR THE 2025A SERIES (ISSUED 06/18/2025) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: NONE --------------------- SCHEDULE K, PART III PRIVATE BUSINESS USE FOR THE 08/16/2016A BONDS (COLUMN B), THERE WAS NO NEED TO COMPLETE THIS PRIVATE BUSINESS USE SECTION SINCE THIS 2016A BOND ISSUE IS WAS SIMPLY A REFUNDING ISSUE OF THE 2006A BONDS (WHICH, IN TURN, WERE AN ADVANCED REFUNDING ISSUE OF THE 1998 & 2001 BONDS (WHICH WERE BOTH ISSUED PRIOR TO THE SCHEDULE K 12/31/2002 REPORTING DATE). ------------------- SCHEDULE K, PART IV, LINE 2C DATE THE REBATE COMPUTATION WAS PERFORMED COLUMN A: 09/15/2025 COLUMN B: 08/15/2024 COLUMN C: 08/15/2024 COLUMN D: 08/15/2024 COLUMN E: 06/03/2025 COLUMN F: 07/12/2024 COLUMN G: 06/18/2025 ---------------------ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2021B
A232243929870000PND2021-08-04$89,731,139VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2023
B232243929870000QV12023-07-12$141,989,065VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2025A
C232243929870000RH12025-06-18$180,343,246VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,288,776$0$91,509,536$0$4,327,730$0$859,190$0$0$74,727,616$11,595,000$02024Yes (true)falseYes (true)Yes (true)
B$3,167,798$0$148,488,038$0$7,923,042$0$830,258$0$0$110,681,150$29,053,588$02025Yes (true)falseYes (true)Yes (true)
C$383,965$0$180,343,246$0$18,853,986$0$839,798$0$0$0$19,560,592$141,088,870Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.007000.00700falsefalse0.00000falseYes (true)
Bfalsefalsefalsefalse0.000000.003000.00300falsefalse0.00000falseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
0
AYes (true)falsefalsefalse0falseYes (true)
0
Bfalsefalsefalsefalse0falseYes (true)Yes (true)falsefalse
0
Cfalsefalsefalsefalse0falseYes (true)Yes (true)falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
JAMES L BOCK III
OFFICERMORTGAGEYes (X)$340,000$104,246falseYes (true)Yes (true)
ANTHONY COSCHIGNANO
HIGHLY COMPENSATED EMPLOYEEMRTG DWN PYMT ASSISTYes (X)$23,498$7,049falseYes (true)Yes (true)
ANDREW HIRSCH
OFFICERMRTG DWN PYMT ASSISTYes (X)$45,000$18,000falseYes (true)Yes (true)
KATHLEEN HOWARD
OFFICERMRTG DWN PYMT ASSISTYes (X)$45,000$27,000falseYes (true)Yes (true)
JASON PARKHILL
OFFICERMRTG DWN PYMT ASSISTYes (X)$57,500$46,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$202,295TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$100,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution47ContributionCnt
Noncash Contributions Rpt F990$2,655,582NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 32FormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES SWARTHMORE COLLEGE MAINTAINS ACCOUNTS AT SEVERAL BROKERAGE FIRMS TO FACILITATE THE SALE OF ANY NON-CASH CONTRIBUTIONS IT MAY RECEIVE. --------------- SCHEDULE M, PART I, COLUMN (B) INFORMATION REGARDING NUMBER OF CONTRIBUTIONS SWARTHMORE COLLEGE IS REPORTING THE AGGREGATE NUMBER OF CONTRIBUTIONS RECEIVED OF SCHEDULE M, PART I, COLUMN B (NOT THE NUMBER OF ITEMS RECEIVED). ---------------ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1DETAIL OF ORGANIZATION'S MISSION SWARTHMORE COLLEGE PROVIDES LEARNERS OF DIVERSE BACKGROUNDS A TRANSFORMATIVE LIBERAL ARTS EDUCATION GROUNDED IN RIGOROUS INTELLECTUAL INQUIRY AND EMPOWERS ALL WHO SHARE IN OUR COMMUNITY TO FLOURISH AND CONTRIBUTE TO A BETTER WORLD. WE COMMIT TO THIS MISSION BY: - OFFERING A ROBUST, LIBERAL ARTS CURRICULUM CONNECTING THE ARTS, HUMANITIES, NATURAL SCIENCES AND ENGINEERING, SOCIAL SCIENCES, AND INTERDISCIPLINARY PROGRAMS. - FOSTERING INNOVATIVE RESEARCH AND CREATIVE PRODUCTION AND ENCOURAGING COLLABORATION AMONG FACULTY, STUDENTS, AND STAFF. - BUILDING A DIVERSE, EQUITABLE, AND INCLUSIVE RESIDENTIAL COMMUNITY THAT ENRICHES OUR EXPERIENCES AND EXPANDS OUR WORLDVIEWS. - STEWARDING OUR RESOURCES THROUGH INTENTIONAL DAILY AND LONG-TERM SUSTAINABILITY PRACTICES, HONORING OUR LOCATION ON THE ANCESTRAL LAND OF THE LENNI LENAPE PEOPLE. - CREATING OPPORTUNITIES FOR EDUCATION AND GROWTH AMONG FACULTY, STUDENTS, STAFF, AND ALUMNI BY SHARING IN THE MULTITUDE OF TALENTS OF THE COLLEGE COMMUNITY, EXPLORING THE BEAUTY OF OUR NATURAL ENVIRONMENT, AND ACTIVELY ENGAGING IN THE RICH CULTURAL DIVERSITY OF OUR REGION AND OUR WORLD. - COMMITTING TO PEACE, EQUITY, AND SOCIAL RESPONSIBILITY, ROOTED IN OUR FOUNDING AS A CO-EDUCATIONAL QUAKER INSTITUTION. ----------------
FORM 990, PART VI, LINE 11 AND 11AFORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED INTERNALLY BY SWARTHMORE COLLEGE. IT IS REVIEWED BY THE APPROPRIATE SENIOR MANAGEMENT AND A NATIONALLY RECOGNIZED ACCOUNTING FIRM. BEFORE THE FORM 990 IS FILED, IT IS PROVIDED TO THE AUDIT AND RISK MANAGEMENT COMMITTEE, THE FINANCE COMMITTEE, AND ALL BOARD MEMBERS FOR THEIR REVIEW. --------------------
FORM 990, PART VI, LINE 12CCONFLICT OF INTEREST POLICY SWARTHMORE COLLEGE HAS TWO CONFLICT OF INTEREST POLICIES--ONE FOR ITS BOARD MEMBERS AND ONE FOR EMPLOYEES. EACH YEAR ALL MEMBERS OF THE BOARD RECEIVE A SURVEY REMINDING THEM OF THE POLICY AND REQUESTING DISCLOSURE OF BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS. LIKEWISE, ALL SUPERVISORY STAFF OF THE COLLEGE RECEIVES A SURVEY REMINDING THEM OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND ASKING THEM FOR OTHER BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS FOR THEMSELVES OR ANY MEMBER OF THE STAFF REPORTING TO THEM. THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF MANAGERS RECEIVES A SUMMARY OF ALL RESPONSES AND ADDRESSES POSSIBLE CONFLICTS WHICH ARISE. --------------------
FORM 990, PART VI, LINE 15BPROCESS FOR DETERMINING OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE COMPENSATION THE COMPENSATION COMMITTEE OF THE BOARD OF MANAGERS REVIEWS AND APPROVES THE COMPENSATION FOR COMPENSATED OFFICERS, DIRECTORS, AND KEY EMPLOYEES, INCLUDING THE PRESIDENT. THE COMMITTEE REVIEWS COMPARATIVE DATA OBTAINED FROM AN INDEPENDENT CONSULTANT, CONSULTS WITH THE PRESIDENT REGARDING THE PERFORMANCE OF EACH OFFICER, DIRECTOR AND KEY EMPLOYEE THAT REPORTS TO THE PRESIDENT AND SETS THE COMPENSATION FOR EACH OF THEM. THE COMPENSATION COMMITTEE SEPARATELY REVIEWS THE PERFORMANCE OF THE PRESIDENT AND USES COMPARATIVE DATA TO DETERMINE THE PRESIDENT'S COMPENSATION FOR THE SUBSEQUENT YEAR. THIS PROCESS IS COMPLETED ANNUALLY. --------------------
FORM 990, PART VI, LINE 19AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE COLLEGE MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE VIA THE COLLEGE'S WEBSITE. THE COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA THE COLLEGE'S WEBSITE. --------------------
FORM 990, PART XBALANCE SHEET CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. --------------------
FORM 990, PART XI, LINE 9DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS $ (700,000) CHANGE IN OTHER POST RETIREMENT BENEFITS $ (884,000) ------------ $(1,584,000) --------------------

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PARRISH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
EIN460563007EIN
Primary ActivitiesINN/RESTAURNTPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$5,202,971TotalIncomeAmt
End Of Year Assets-$899,418EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SWARTHMOREBusinessNameLine1Txt

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
HIGHLAND CAPITAL PARTNERS VIII
ONE BROADWAY 14TH FLOORCAMBRIDGEMA02142980628360INVESTMENTSMASWARTHMOREEXCULDED FROM TAX-$1,829$948,827false$0false0.65333
THE VARDE ASIA CREDIT FUND II LP
901 Marquette Ave S SUITE 3300MINNEAPOLISMN55402851367388INVESTMENTSMNSWARTHMOREEXCULDED FROM TAX$1,028,987$6,226,915false$211,527false0.91463

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
MARJAY PRODUCTIONS INC
1007 ORANGE STREET SUITE 1410WILMINGTONDE19801131952572LITERARY WORKDESWARTHMOREC CORPORATION$186,828$34,2511.00000Yes (true)
CHARITABLE REMAINDER ANNUITY TRUSTS
CRATs - 4SWARTHMOREPA19081N/APANATRUSTfalse
CHARITABLE REMAINDER UNITRUSTS
CRUTs - 33SWARTHMOREPA19081N/APANATRUSTfalse
NET INC CHARITABLE REMAINDER UNITRUSTs
NIMCRUTs - 4SWARTHMOREPA19081N/APANATRUSTfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MARJAY PRODUCTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$265,000InvolvedAmt
Method Of Amount DeterminationPER ESTATE DOC.MethodOfAmountDeterminationTxt