EXCELSIOR UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EXCELSIOR UNIVERSITY (EIN 16-1532850)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-28
- IRS object ID
- 202631209349301983
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T14:35:43-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161532850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELSIOR UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 5184648500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Hannmann | PersonNm |
| Person Title | VP for Finance and CFO | PersonTitleTxt |
| Phone | 5186088198 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Schejbal | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,998,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.excelsior.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Excelsior University provides educational opportunity to adult learners with an emphasis on those historically underrepresented in higher education. The University meets students where they are - academically and geographically, offering quality instruction and the assessment of prior learning. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 921 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $758,980 | PYContributionsGrantsAmt |
| CY Contributions Grants | $687,494 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,174,163 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,363,598 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,711,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,368,844 | CYInvestmentIncomeAmt |
| PY Other Revenue | $338,693 | PYOtherRevenueAmt |
| CY Other Revenue | $424,869 | CYOtherRevenueAmt |
| PY Total Revenue | $82,983,225 | PYTotalRevenueAmt |
| CY Total Revenue | $86,844,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,024,138 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,183,735 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,902,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,655,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $37,680 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $720,689 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,942,206 | PYOtherExpensesAmt |
| CY Other Expenses | $29,154,030 | CYOtherExpensesAmt |
| PY Total Expenses | $76,981,366 | PYTotalExpensesAmt |
| CY Total Expenses | $82,030,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,001,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,814,306 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,733,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,191,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,601,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,246,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,131,826 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,945,252 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Excelsior University provides educational opportunity to adult learners with an emphasis on those historically underrepresented in higher education. The University meets students where they are - academically and geographically, offering quality instruction and the assessment of prior learning. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,853,048 | ExpenseAmt |
| Grant | $1,156,235 | GrantAmt |
| Revenue | $81,348,656 | RevenueAmt |
| Desc | Undergrad and Graduate Tuition and Fees. During this period, 145,035 undergraduate hours of course instruction, and 13,594 hours of graduate level course instruction were delivered. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,349,043 | ExpenseAmt |
| Revenue | $2,014,942 | RevenueAmt |
| Desc | Enrollment in higher education. During this period, 6,031 new students enrolled in the University while there were 9,536 actively enrolled students as of 6/30/25. 3,765 degrees were awarded from July 1, 2024 through June 30, 2025. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $44,202,091 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 921 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fredy Rivas | PersonNm |
| Phone | 5186088390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| David Schejbal | ||||||||||
| President & Chief Executive Officer | 37.5 | Yes (X) | $639,338 | $0 | $33,403 | |||||
| Christopher Cassirer | ||||||||||
| Provost | 37.5 | Yes (X) | $362,710 | $0 | $35,367 | |||||
| Lorraine Williams | ||||||||||
| Chief of Staff until 5/30/2025 | 37.5 | Yes (X) | $278,469 | $0 | $32,920 | |||||
| Mark Howe | ||||||||||
| VP of Human Resources | 37.5 | Yes (X) | $289,736 | $0 | $21,544 | |||||
| Francisco Azuola | ||||||||||
| CIO | 37.5 | $279,319 | $0 | $31,022 | Yes (X) | |||||
| Richard Hannmann | ||||||||||
| Vice President for Finance and CFO | 37.5 | Yes (X) | $279,332 | $0 | $19,657 | 1 | ||||
| Raul Nestor Galarza | ||||||||||
| Vice President of enrollment management and marketing | 37.5 | Yes (X) | $265,071 | $0 | $19,287 | |||||
| Robin Goodrich | ||||||||||
| Executive Dean, CNHS | 37.5 | $247,358 | $0 | $33,207 | Yes (X) | |||||
| Priyo Chatterjee | ||||||||||
| AVP & CAO | 37.5 | $221,209 | $0 | $31,148 | Yes (X) | |||||
| Stephanie Poczos | ||||||||||
| Vice Provost, Academic Operations & Quality | 37.5 | $232,151 | $0 | $15,152 | Yes (X) | |||||
| Scott Dolan | ||||||||||
| Executive Dean, CLAS | 37.5 | $209,104 | $0 | $22,147 | Yes (X) | |||||
| Daniel Pascoe Aguilar | ||||||||||
| Founding Director CSJ/CDO | 37.5 | $191,196 | $0 | $38,289 | Yes (X) | |||||
| Adam Sellhorst | ||||||||||
| Executive Director for Strategic Partnerships | 37.5 | $167,152 | $0 | $36,675 | Yes (X) | |||||
| Eduardo Narvaez Boersner | ||||||||||
| Deputy CIO Enterprise Systems | 37.5 | $168,928 | $0 | $32,741 | Yes (X) | |||||
| Jamie Furgang | ||||||||||
| AVP - Dev&Alumni Affairs | 37.5 | $165,560 | $0 | $35,894 | Yes (X) | |||||
| Tammy Zybell | ||||||||||
| Dean of School of Nursing until 3/21/2025 | 37.5 | $163,441 | $0 | $36,620 | Yes (X) | |||||
| Michael DiSiena | ||||||||||
| Former General Counsel (Until 6/22/2024) | 37.5 | Yes (X) | $112,281 | $0 | $12,166 | Yes (X) | ||||
| David Baime | ||||||||||
| Board Member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Earl Buford | ||||||||||
| Board Member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Jennifer Gentry | ||||||||||
| Board Member until 3/11/2025 | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Dan Greenstein | ||||||||||
| Board Member until 4/21/2025 | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Karen Kocher | ||||||||||
| Board Member until 7/11/2025 | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| KH Maman | ||||||||||
| Board Member until 12/31/2024 | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Rilwan Meeran | ||||||||||
| Board Member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Clar Rosso | ||||||||||
| Board Member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Rose Wang | ||||||||||
| Board member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| David Wilson | ||||||||||
| Board Member | 1.2 | $0 | $0 | $0 | Yes (X) | |||||
| Kent Clark | ||||||||||
| Treasurer | 1.4 | Yes (X) | $0 | $0 | $0 | |||||
| Charlene Dukes | ||||||||||
| Vice Chair until 12/31/2024 | 1.4 | Yes (X) | $0 | $0 | $0 | |||||
| Matthew Loeb | ||||||||||
| Chair | 1.4 | Yes (X) | $0 | $0 | $0 | |||||
| Jeanne Meister | ||||||||||
| Secretary of the Board until 12/31/2024 then Vice Chair | 1.4 | Yes (X) | $0 | $0 | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,272,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $487,239 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 63 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| Guild Education Inc | |||||||
| 370 17th St | Suite 3400 | Denver | CO | 80202 | Partnership Revenue Share | $3,194,774 | |
| Education Dynamics | |||||||
| PO BOX 780276 | Philadelphia | PA | 191780276 | Advertising Services | $2,960,877 | ||
| Google Inc | |||||||
| Department NO 3654 | San Francisco | CA | 941393654 | Advertising Services | $1,185,575 | ||
| Freedom Learning Group LLC | |||||||
| 1540 International Pkwy | Suite 2000 | Lake Mary | FL | 32746 | Instructional Design Services | $1,117,459 | DBA Ease Learning |
| ReUp Education Inc | |||||||
| 9901 Brodie Lane Suite 160 | 229 | Austin | TX | 78748 | Revenue Share | $774,275 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 47 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $159,885 | GovernmentGrantsAmt |
| All Other Contributions | $527,609 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $687,494 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Graduate, UG & non-Credit Bearing Tuition and Fees | 611310 | $81,348,656 | $81,348,656 | $0 | $0 |
| Enrollment Related Fees | 611310 | $2,014,942 | $2,014,942 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,363,598 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,643,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,643,006 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $723,980 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $407,267 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $316,713 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $316,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,471,912 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $746,074 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,838 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $725,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $725,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $26,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,990 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,166 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $108,156 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,844,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,471,754 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,685,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,500 | TotalAmt |
| Program Services | $27,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,235 | TotalAmt |
| Program Services | $1,156,235 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,599,490 | TotalAmt |
| Program Services | $932,400 | ProgramServicesAmt |
| Management And General | $2,667,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,777,531 | TotalAmt |
| Program Services | $26,594,821 | ProgramServicesAmt |
| Management And General | $11,840,216 | ManagementAndGeneralAmt |
| Fundraising | $342,494 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,292,929 | TotalAmt |
| Program Services | $1,292,220 | ProgramServicesAmt |
| Management And General | $978,684 | ManagementAndGeneralAmt |
| Fundraising | $22,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,854,740 | TotalAmt |
| Program Services | $2,109,592 | ProgramServicesAmt |
| Management And General | $1,702,575 | ManagementAndGeneralAmt |
| Fundraising | $42,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,130,364 | TotalAmt |
| Program Services | $1,982,237 | ProgramServicesAmt |
| Management And General | $1,123,546 | ManagementAndGeneralAmt |
| Fundraising | $24,581 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,636 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $248,636 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,300 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $88,300 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,828 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $155,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,680 | TotalAmt |
| Fundraising | $37,680 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,547 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $71,547 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,748,760 | TotalAmt |
| Program Services | $6,136,896 | ProgramServicesAmt |
| Management And General | $2,611,440 | ManagementAndGeneralAmt |
| Fundraising | $424 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,289,868 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,289,868 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,888 | TotalAmt |
| Program Services | $700,908 | ProgramServicesAmt |
| Management And General | $499,629 | ManagementAndGeneralAmt |
| Fundraising | $150,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,157,835 | TotalAmt |
| Program Services | $1,271,206 | ProgramServicesAmt |
| Management And General | $5,822,814 | ManagementAndGeneralAmt |
| Fundraising | $63,815 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,054 | TotalAmt |
| Program Services | $450,476 | ProgramServicesAmt |
| Management And General | $453,578 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,511 | TotalAmt |
| Program Services | $303,972 | ProgramServicesAmt |
| Management And General | $183,052 | ManagementAndGeneralAmt |
| Fundraising | $24,487 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,613 | TotalAmt |
| Program Services | $159,249 | ProgramServicesAmt |
| Management And General | $170,585 | ManagementAndGeneralAmt |
| Fundraising | $14,779 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $104 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $90,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,921 | TotalAmt |
| Program Services | $940,161 | ProgramServicesAmt |
| Management And General | $506,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,265 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $367,265 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Credit Card Fees | $38,245 | $0 | $38,245 | $0 |
| University Wide Credit Loss Expense | $2,158,500 | $0 | $2,158,500 | $0 |
| Miscellaneous Expenses | $181,155 | $144,218 | $39,457 | -$2,520 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,030,499 | TotalAmt |
| Program Services | $44,202,091 | ProgramServicesAmt |
| Management And General | $37,107,719 | ManagementAndGeneralAmt |
| Fundraising | $720,689 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$648,926 | BOYAmt |
| EOY | -$789,350 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,622,701 | BOYAmt |
| EOY | $21,194,668 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,980 | BOYAmt |
| EOY | $75,101 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,982,324 | BOYAmt |
| EOY | $6,562,221 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384 | BOYAmt |
| EOY | $100 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,614 | BOYAmt |
| EOY | $3,152,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,100,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,321,161 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,031,989 | BOYAmt |
| EOY | $14,779,211 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,979,113 | BOYAmt |
| EOY | $32,524,523 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,546 | BOYAmt |
| EOY | $62,359 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,946 | BOYAmt |
| EOY | $629,698 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,733,671 | BOYAmt |
| EOY | $78,191,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,705,888 | BOYAmt |
| EOY | $7,442,954 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,380 | BOYAmt |
| EOY | $5,796,554 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,838,813 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,764 | BOYAmt |
| EOY | $6,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,601,845 | BOYAmt |
| EOY | $13,246,196 | 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 | $54,503,593 | BOYAmt |
| EOY | $61,048,494 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,628,233 | BOYAmt |
| EOY | $3,896,758 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,131,826 | BOYAmt |
| EOY | $64,945,252 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,733,671 | BOYAmt |
| EOY | $78,191,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,814,306 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,999,120 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $163,166 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $17,730 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $180,896 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | Most of the time/cost is spent in direct contact with various state or federal legislative members and agency officials, periodically in coordination with the University's registered lobbyist consultants, advocating on behalf of the University. The University intermittently works to have state statutes and/or regulations changed, introduced, or interpreted to ensure that the University's interests are advanced. Activities included, for example, work with state officials regarding licensure eligibility criteria for programs leading to professional licensure in nursing. Time was also spent sharing the University's perspective on the effectiveness of the current state authorization reciprocity agreements framework with federal education officials. Lastly, efforts were directed toward increasing military tuition assistance at the federal level. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $70,300 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,865,326 | BeginningYearBalanceAmt |
| Contributions | $127,948 | ContributionsAmt |
| Investment Earnings Or Losses | $3,602,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,597 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $63,907 | AdministrativeExpensesAmt |
| End Year Balance | $32,437,718 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,601,019 | BeginningYearBalanceAmt |
| Contributions | $129,881 | ContributionsAmt |
| Investment Earnings Or Losses | $3,275,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,832 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $48,965 | AdministrativeExpensesAmt |
| End Year Balance | $28,865,326 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,337,992 | BeginningYearBalanceAmt |
| Contributions | $86,426 | ContributionsAmt |
| Investment Earnings Or Losses | $2,304,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $89,265 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $38,258 | AdministrativeExpensesAmt |
| End Year Balance | $25,601,019 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,961,691 | BeginningYearBalanceAmt |
| Contributions | $103,063 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,604,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,943 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $41,754 | AdministrativeExpensesAmt |
| End Year Balance | $28,337,992 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,443,033 | BeginningYearBalanceAmt |
| Contributions | $69,014 | ContributionsAmt |
| Investment Earnings Or Losses | $7,563,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,491 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $36,952 | AdministrativeExpensesAmt |
| End Year Balance | $37,961,691 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9019 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0639 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0342 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,191,185 | OtherCostOrOtherBasisAmt |
| Book Value | $3,191,185 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,443,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,088,599 | DepreciationAmt |
| Book Value | $9,355,151 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,898,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,105,688 | DepreciationAmt |
| Book Value | $1,792,906 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $566,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,874 | DepreciationAmt |
| Book Value | $439,969 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,779,211 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liabilities to beneficiaries under split interest agreements | Desc |
| Amt | $6,688 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,688 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $88,035,495 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,999,120 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,086 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$1,227,783 | OtherRevenueAmt |
| Revenue Not Reported | $783,423 | RevenueNotReportedAmt |
| Revenue Subtotal | $87,252,072 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$407,267 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$407,267 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,844,805 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,222,069 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,086 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | -$1,227,783 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,215,697 | ExpensesNotReportedAmt |
| Expenses Subtotal | $82,437,766 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$407,267 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$407,267 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,030,499 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The collection consists of various paintings that have been donated to or purchased by the University. These works are recorded at their appraised fair market value at the time of donation or at cost when purchased. The collection supports the University's mission by fostering a sense of community and enhancing appreciation for the arts among students, faculty, and staff. |
| Schedule D, Part V, Line 4 | The University's endowment is primarily intended to support student scholarships, which help defray the cost of degree completion. |
| Schedule D, Part X, Line 2 | The University is classified as an organization described in Section 501(c)(3) of the Internal Revenue Code and, except for any unrelated business income, is exempt from federal income taxes under Section 501(a). Accordingly, no provision for income taxes has been made in the accompanying financial statements. The University has also been designated by the Internal Revenue Service as an entity that is not a private foundation. The University follows FASB guidance related to accounting for uncertain tax positions and believes it has no positions taken, or expected to be taken, that would result in an unrecognized tax benefit. The University has no federal or state informational tax returns currently under examination by the Internal Revenue Service or state taxing authorities. |
| Schedule D, Part XI, Line 2d | Institutional Scholarship of $1,156,235 and Investment Fee of $71,547. |
| Schedule D, Part XI, Line 4b | This amount relates to rental expenses. |
| Schedule D, Part XII, Line 2d | Institutional Scholarship of $1,156,235 and Investment Fee of $$71,547. |
| Schedule D, Part XII, Line 4b | This amount relates to rental expenses. |
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 | Yes (1) | 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 | The organization meets the criteria established in Section 4 03 2 of Revenue Procedure 75 50. The University draws a substantial percentage of its students from across the nation and maintains a racially nondiscriminatory policy with respect to students. The University satisfies the publicity requirement by including a statement of its racially nondiscriminatory policy in all brochures and catalogs related to student admissions, programs, and scholarships. The policy is also referenced in other written advertising materials used to inform prospective students about the University's programs. |
| Schedule E, Part I, Line 6 | The University receives government assistance in the form of Federal Direct Loans, Pell Grants, FSEOG Grants, NYS TAP Grants, NYS APTS Grants, the HRSA Nursing Student Loan program and the HRSA Nursing Faculty Loan Program. The University's participation in the HRSA Nursing Student Loan Program - Baccalaureate Level was revoked on 10/30/2013, due to loan default rates exceeding the acceptable maximum of 5%. Unlike most student loan programs, this program measures default rates based on dollars in default rather than the number of borrowers. At the time of revocation, five borrowers were in default with a total loan balance of $6,844 (11.31%). As of June 30, 2016, the University had returned the entire Federal capital contribution and terminated participation in both the HRSA Nursing Student Loan program and the HRSA Nursing Faculty Loan Program. The University continues to honor all existing terms and provisions including those related to cancellation and deferment, to which borrowers are entitled. |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Plus | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 92915 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | The agreement with Grant Plus was established to provide Excelsior University with professional consulting support to strengthen and shape the work of the grants Department. The firm will support the University's small development team by researching available funding opportunities and facilitating collaboration across the institution, helping to position Excelsior before foundations that the University might not otherwise have identified. | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $35,000 | RetainedByContractorAmt |
| Net To Organization | -$35,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $35,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$35,000 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Army War College Foundation INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 Wright Ave | AddressLine1Txt |
| City | Carlisle | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232034407 | RecipientEIN |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | To help support the mission of the foundation. Army War College 990 description of mission: The foundation engages in charitable and educational endeavors, to support educational programs of the US Army War College and its graduates. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 2409 | RecipientCnt |
| Cash Grant | $1,156,235 | CashGrantAmt |
| Non Cash Assistance | The University provides individual scholarship assistance to enrolled students in order to defray the cost of tuition and fees. This assistance is provided through direct credit to the student's account with the University, ensuring funds are utilized for their intended purpose. Depending on the source of funds, there may be donor stipulations which students may need to adhere to in order to maintain eligibility of funds. In the event of such, ongoing monitoring is performed by the University's Financial Aid department. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The University provides individual scholarship assistance to enrolled students to help defray the cost of tuition and fees. This assistance is applied directly as a credit to the student's account with the University, ensuring that funds are utilized for their intended purpose. Depending on the source of the funds, certain donor-imposed stipulations may apply, and students must meet these requirements to maintain eligibility. When such conditions exist, the University's Financial Aid department performs ongoing monitoring to ensure compliance. | 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Schejbal | ||||||||||||
| President & Chief Executive Officer | $517,824 | $0 | $73,000 | $0 | $48,514 | $0 | $24,150 | $0 | $11,233 | $0 | $674,721 | $0 |
| Christopher Cassirer | ||||||||||||
| Provost | $360,730 | $0 | $0 | $0 | $1,980 | $0 | $24,150 | $0 | $13,197 | $0 | $400,057 | $0 |
| Lorraine Williams | ||||||||||||
| Chief of Staff until 5/30/2025 | $276,489 | $0 | $0 | $0 | $1,980 | $0 | $19,805 | $0 | $15,095 | $0 | $313,369 | $0 |
| Mark Howe | ||||||||||||
| VP of Human Resources | $287,756 | $0 | $0 | $0 | $1,980 | $0 | $20,223 | $0 | $3,301 | $0 | $313,260 | $0 |
| Francisco Azuola | ||||||||||||
| CIO | $278,029 | $0 | $0 | $0 | $1,290 | $0 | $19,805 | $0 | $12,507 | $0 | $311,631 | $0 |
| Richard Hannmann | ||||||||||||
| Vice President for Finance and CFO | $279,207 | $0 | $0 | $0 | $125 | $0 | $19,546 | $0 | $3,921 | $0 | $302,799 | $0 |
| Raul Nestor Galarza | ||||||||||||
| Vice President of enrollment management and marketing | $264,621 | $0 | $0 | $0 | $450 | $0 | $18,574 | $0 | $1,163 | $0 | $284,808 | $0 |
| Robin Goodrich | ||||||||||||
| Executive Dean, CNHS | $234,043 | $0 | $0 | $0 | $13,315 | $0 | $16,719 | $0 | $17,778 | $0 | $281,855 | $0 |
| Scott Dolan | ||||||||||||
| Executive Dean, CLAS | $208,654 | $0 | $0 | $0 | $450 | $0 | $15,096 | $0 | $7,501 | $0 | $231,701 | $0 |
| Priyo Chatterjee | ||||||||||||
| AVP & CAO | $204,619 | $0 | $0 | $0 | $16,590 | $0 | $14,660 | $0 | $17,778 | $0 | $253,647 | $0 |
| Stephanie Poczos | ||||||||||||
| Vice Provost, Academic Operations & Quality | $216,462 | $0 | $0 | $0 | $15,690 | $0 | $15,152 | $0 | $690 | $0 | $247,994 | $0 |
| Daniel Pascoe Aguilar | ||||||||||||
| Founding Director CSJ/CDO | $189,906 | $0 | $0 | $0 | $1,290 | $0 | $13,877 | $0 | $25,702 | $0 | $230,775 | $0 |
| Adam Sellhorst | ||||||||||||
| Executive Director for Strategic Partnerships | $166,852 | $0 | $0 | $0 | $300 | $0 | $12,264 | $0 | $24,712 | $0 | $204,128 | $0 |
| Eduardo Narvaez Boersner | ||||||||||||
| Deputy CIO Enterprise Systems | $151,853 | $0 | $0 | $0 | $17,074 | $0 | $11,146 | $0 | $21,895 | $0 | $201,968 | $0 |
| Jamie Furgang | ||||||||||||
| AVP - Dev&Alumni Affairs | $165,110 | $0 | $0 | $0 | $450 | $0 | $12,145 | $0 | $24,199 | $0 | $201,904 | $0 |
| Tammy Zybell | ||||||||||||
| Dean of School of Nursing until 3/21/2025 | $162,225 | $0 | $0 | $0 | $1,216 | $0 | $12,035 | $0 | $24,885 | $0 | $200,361 | $0 |
| Michael DiSiena | ||||||||||||
| Former General Counsel (Until 6/22/2024) | $96,761 | $0 | $0 | $0 | $15,520 | $0 | $7,915 | $0 | $4,521 | $0 | $124,717 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | A monthly housing allowance and car allowance are provided to the President David Schejbal and are included in his taxable income. A monthly allowance is also provided to the Executive Dean, CNHS Goodrich, Robin and is included in her taxable wages. The University reimburses a portion of employees' health club dues as part of its wellness initiative. This benefit is available to all University employees and is included in the taxable income of those who use it, including officers. The University grossed up taxable wage payments to the President to reimburse him for taxes incurred on life insurance benefits. Additionally, the University paid social club dues on behalf of the President for business use related solely to University matters; therefore, these payments were not treated as taxable income to him. |
| Schedule J, Part I, Line 4 | President David Schejbal participates in the 457b plan. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Highmark Western and Northeastern New York Inc | |||
| Substantial Contributor | $4,558,372 | Health Insurance Premium & HRA reimbursement | 0 |
| Arrow Bank National Association | |||
| Substantial Contributor | $66,600 | Broker Service | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Form 990 was prepared by the University's Accounting Services department using information provided by several Officers of the University. After internal preparation was completed, the draft return was forwarded to the University's independent auditors for their review and input. Once their feedback was incorporated, the return was presented to the Audit Committee of the Board of Trustees. The Audit Committee conducted an in-depth review of the final return during a teleconference with University Officers and accounting staff. Management guided the Audit Committee through various schedules included in the filing, explaining the purpose of each schedule and identifying the sources of the information reported. All questions raised by the Committee were addressed by Management of the University, as documented in the meeting minutes. Following this review, the final Form 990 was made available to all Board Members for inspection prior to its submission to the IRS. |
| Form 990, Part VI, Section B, Line 12c | The University has maintained and periodically updated its conflicts of interest policy since 1998. The policy is distributed annually to all trustees, officers, and key employees, along with a disclosure statement on which individuals must report any actual or potential conflicts of interest. The Chair of the Audit, Compliance, and Risk Management Committee, in coordination with the University's General Counsel, reviews the submitted disclosure statements and takes appropriate action to ensure compliance with the policy. |
| Form 990, Part VI, Section B, Line 15 | Form 990, Part VI, Section B, Line 15 - Per the University bylaws, the Board is required to from time to time determine the compensation of the President and approve the compensation of all other officers of the University, which should in all cases be reasonable and commensurate with the services performed by them. The University, under the guidance of the Board of Trustees, conducts regular reviews of President and other senior leader compensation using purchased and other available compensation surveys and studies, as well as the intermittent use of an external independent compensation consultant. The most recent review was done in June 2024 in preparation for the renewal of the President's employment contract. This review was conducted using a highly-regarded external consulting firm and included a review of comparative data from a competitive pool of higher education institutions. This external study included a review of compensation for all officers of the university. The President's contract is subject to renewal, extension, or termination every three to five years depending on the contract terms set by the Board of Trustees. Additionally, the compensation of the President is reviewed annually, and any changes are approved by the Executive Committee of the Board of Trustees. For FY25, the last data obtained was "aged" using generally-accepted market compensation factors and used in the annual review process. Each year the President and the Board agree to annual goals and the President provides monthly reports on the progress toward these goals. His achievements are the basis for an annual performance review conducted by the Executive Committee of the Board. All Board discussions are documented in the Board of Trustee meeting minutes. The President's compensation is, in part, derived from the terms of his contract, including the determination and approval of an annual bonus as provided for in the contract. The President's compensation is regularly reviewed to ensure that it is reasonable and compliant with Intermediate Sanctions guidelines according to Treasury Final Regulations Section 53.4958-1. The office of Human Resources establishes compensation within various grade levels at the University based on several factors such as the current local job market and hiring rate in our area, the national job market and relevant compensation data, the demographics of the region including the degree of difficulty and competition in acquiring the particular talent. In addition, we conduct an annual review of our salary levels and key positions in comparison to a market salary analysis tool and adjust our compensation structure and targeted position salaries accordingly. The study gathers data at the national level as well as industry-specific data and job market information for our region of the country. Salaries within the organization were comparable against this data and targeted adjustments are made where appropriate. The study assesses positions and makes comparisons to comparable staff positions at similarly situated institutions. The review has two objectives: 1.Determine if current pay levels are commensurate with peer roles at peer institutions, and 2. Ensure that compensation is in line with Section 4958 of the Internal Revenue Code. The results of the survey suggested that the University is in line with respect to Section 4958 of the Internal Revenue Code. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, the conflict of interest policy and the financial statements are available upon request in hard copy and electronic (.pdf) form. |
| Form 990, Part IX, Line 11g | Consultant Honoraria $69,040; Consulting Services $ 2,182,191; Health and Wellness Expense $17,673; Professional Service Contracts $15,000; Other Contractual Service $1,345,916; Recruiting and Onboarding $159,389; Photography-Videography $77,363; Graphic Resources $13,703; Course Development $1,272,421; External Call Center $218,353; External Evaluation Expense $4,262; Reseller Revenue Share $3,346,786; Real estate commission $26,663. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION UPWARD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 COLUMBIA CIRCLE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 994903673 | EIN |
| Primary Activities | To support and advance the purposes of Excelsior University | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(3) type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Excelsior 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION UPWARD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $90,000 | InvolvedAmt |
| Method Of Amount Determination | Excelsior University provide a grant to Education Upward of $90,000 to use for activities in furtherance of its charitable and educational purposes in support of Excelsior University's mission. | MethodOfAmountDeterminationTxt |