ADELPHI UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADELPHI UNIVERSITY (EIN 11-1630741)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-03-18
- IRS object ID
- 202430789349300503
- Schema version
- 2022v5.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-18T08:28:58-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELPHI UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 5168773184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH AVENUE LEVERMORE HALL 201 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RHATTIGAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2125429609 | PhoneNum |
| Signature | 2024-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | RHATTIGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2024-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE M RIORDAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115300701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $357,010,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADELPHI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ADELPHI UNIVERSITY IS DEDICATED TO TRANSFORMING STUDENTS' LIVES THROUGH SMALL CLASSES, HANDS-ON LEARNING AND INNOVATIVE PROGRAMS SUPPORTING ACADEMIC AND CAREER SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 4304 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $6,221 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,024,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,199,125 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $294,371,283 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $297,464,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,205,138 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,651,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | $266,352 | PYOtherRevenueAmt |
| CY Other Revenue | $323,425 | CYOtherRevenueAmt |
| PY Total Revenue | $329,867,300 | PYTotalRevenueAmt |
| CY Total Revenue | $317,638,536 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,697,718 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $105,011,963 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $153,393,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $154,193,899 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,818,506 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,317,521 | PYOtherExpensesAmt |
| CY Other Expenses | $72,385,330 | CYOtherExpensesAmt |
| PY Total Expenses | $322,408,391 | PYTotalExpensesAmt |
| CY Total Expenses | $331,591,192 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,458,909 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,952,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $560,098,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $552,495,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,116,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192,087,901 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $361,981,815 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $360,407,862 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $293,369,092 | ExpenseAmt |
| Grant | $105,011,963 | GrantAmt |
| Revenue | $279,470,241 | RevenueAmt |
| Desc | INSTRUCTION AND RELATED ACADEMIC SUPPORT, STUDENT SERVICES AND PUBLIC SUPPORT BENEFITING THE COMMUNITY - THE UNIVERSITY PROVIDES A PERSONALIZED EDUCATION FOR ALL ITS UNDERGRADUATE AND GRADUATE STUDENTS. THE AVERAGE ANNUALIZED ENROLLMENTS FOR FISCAL 2022-2023 WAS 6,342 FULLTIME STUDENTS, COMPRISED OF 4,683 UNDERGRADUATE AND 1,660 GRADUATE/ POST BACCALAUREATE FULL-TIME EQUIVALENT STUDENTS. STUDENTS COME FROM DIVERSE BACKGROUNDS AND ARE NOT ONLY FROM THE NEW YORK AREA, BUT FROM ACROSS THE COUNTRY AND AROUND THE WORLD. ADELPHI'S COLLEGES AND SCHOOLS INCLUDE THE COLLEGE OF ARTS AND SCIENCES, THE GORDON F DERNER SCHOOL OF PSYCHOLOGY, THE HONORS COLLEGE, AND THE COLLEGE OF EDUCATION AND HEALTH SCIENCES, THE ROBERT B WILLUMSTAD SCHOOL OF BUSINESS, THE COLLEGE OF NURSING AND PUBLIC HEALTH, THE SCHOOL OF SOCIAL WORK, AND THE COLLEGE OF PROFESSIONAL AND CONTINUING STUDIES. STUDENTS HAVE ACCESSIBILITY TO STUDENT COUNSELING, CAREER COUNSELING, FINANCIAL AID, AND MENTORING AND OTHER SERVICES AND PROGRAMS OFFERED BY THE UNIVERSITY. ADELPHI HAS EXTENSIVE COMMUNITY HEALTH AND HUMAN SERVICES OUTREACH PROGRAMS, INCLUDING THE HY WEINBERG CENTER FOR COMMUNICATION DISORDERS, THE CENTER FOR PSYCHOLOGICAL SERVICES, AND THE ADELPHI NEW YORK STATEWIDE BREAST CANCER HOTLINE AND SUPPORT PROGRAM, AMONG OTHER COMMUNITY SERVICE PROGRAMS. THESE PROGRAMS ARE OFFERED TO STUDENTS, FACULTY AND STAFF AS WELL AS TO MEMBERS OF THE SURROUNDING COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $17,994,182 | RevenueAmt |
| Desc | RESIDENTIAL HOUSING AND AUXILIARY ENTERPRISES - THE UNIVERSITY OFFERS STUDENT HOUSING IN SEVEN RESIDENCE HALLS ON ITS MAIN CAMPUS IN GARDEN CITY, NEW YORK. THERE ARE NUMEROUS SPECIAL LIVING OPTIONS WITHIN THESE HALLS, INCLUDING THOSE FOR STUDENTS WHO IDENTIFY AS TRANSGENDER OR WHO DON'T WISH TO BE IDENTIFIED BY GENDER; FIRST-YEAR STUDENTS SELECTED FOR LIVING-LEARNING COMMUNITIES; AND STUDENTS IN THE HONORS COLLEGE. ACCESSIBLE HOUSING IS AVAILABLE FOR STUDENTS WITH DISABILITIES. IN FALL 2022 APPROXIMATELY 1,104 STUDENTS LIVED IN UNIVERSITY RESIDENCE HALLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $293,369,092 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 602 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4304 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RHATTIGAN | PersonNm |
| Phone | 5168773184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115300701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR CHRISTINE RIORDAN | ||||||||
| PRESIDENT | 65.00 | Yes (X) | Yes (X) | $898,788 | $0 | $175,214 | ||
| CAREY GREG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN ORTIZ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS MINNIS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DOTTIE HERMAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY LADAU | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| FLYNN DOUG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HILDA PEREZ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HUMERA QAZI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE SINGER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN GOODMAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MAHONY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LADEVALO NICK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD ACHAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA CANGIALOSI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC S STRACHAN | ||||||||
| CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BALBONI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIKA MOHACSI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSCOLA JOE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SALERNO | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SLUIS KIMBERLY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE JONES | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUHIT GUPTA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MURPHY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMISLAV KOSTADINOV | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FUESSLER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES PERRINO | ||||||||
| EXECUTIVE VP OF FINANCE AND OPERATIO | 50.00 | Yes (X) | $447,968 | $0 | $80,762 | |||
| CHRISTOPHER STORM | ||||||||
| PROVOST AND EXECUTIVE VICE PRESIDENT | 50.00 | Yes (X) | $397,138 | $0 | $48,165 | |||
| KRISTEN CAPEZZA | ||||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGEMENT | 50.00 | Yes (X) | $340,982 | $0 | $89,634 | |||
| THOMAS KLINE | ||||||||
| VP OF ADMINISTRATION AND EXTERNAL AFFAIRS | 50.00 | Yes (X) | $333,310 | $0 | $43,627 | |||
| EUGENE PALMA | ||||||||
| VP UNIVERSITY WELLNESS, SAFETY AND ADM | 50.00 | Yes (X) | $255,607 | $0 | $132,454 | |||
| RONALD S BAKARI | ||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | 50.00 | Yes (X) | $269,052 | $0 | $69,820 | |||
| JACQUELINE LAMON | ||||||||
| VP FOR DIVERSITY, EQUITY & INCLUSION | 50.00 | Yes (X) | $197,085 | $0 | $36,855 | |||
| CAROL ANN BOYLE | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | $275,988 | $0 | $35,091 | Yes (X) | |||
| HYUNAH GRAFER | ||||||||
| CHIEF OF STAFF AND ASSOCIATE VP | 50.00 | $274,980 | $0 | $32,108 | Yes (X) | |||
| LISA FLEMING | ||||||||
| CFO | 50.00 | $261,036 | $0 | $43,586 | Yes (X) | |||
| JACQUES BARBER | ||||||||
| DEAN, SCHOOL OF SOCIAL WORKS | 50.00 | $240,983 | $0 | $74,244 | Yes (X) | |||
| VINCENT WANG | ||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | 50.00 | $248,551 | $0 | $66,258 | Yes (X) | |||
| XIAO LEI WANG | ||||||||
| DEAN, RUTHS AMMON COLLEGE OF EDUCATI | 50.00 | $215,981 | $0 | $70,257 | Yes (X) | |||
| ANDREW ATZERT | ||||||||
| DEAN | 50.00 | $199,265 | $0 | $64,371 | Yes (X) | |||
| ELIZABETH CIABOCCHI | ||||||||
| VICE PROVOST FOR ACADEMIS AFFAIRS | 50.00 | $197,886 | $0 | $63,466 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,054,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,125,912 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 344 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELLS DINING SERVICES | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICES | $7,314,577 |
| TRINITY REIT INC | |||||
| 75 VARICK STREET FLOOR 2 | NEW YORK | NY | 10013 | REAL ESTATE COMPANY | $3,178,821 |
| ARTHUR J GALLAGER | |||||
| PO BOX 5102 | NEW YORK | NY | 10087 | RISK MANAGEMENT SERVICES | $2,505,576 |
| ALL CAMPUS LLC | |||||
| 500 W MADISON ST SUITE 2900 | CHICAGO | IL | 60661 | ENROLLMENT SERVICES | $2,119,208 |
| EAB | |||||
| 2445 M ST NW | WASHINTOG | DC | 20037 | ENROLLMENT SERVICES | $1,820,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 85 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $317,981 | FundraisingAmt |
| Government Grants | $6,886,738 | GovernmentGrantsAmt |
| All Other Contributions | $4,994,406 | AllOtherContributionsAmt |
| Noncash Contributions | $212,965 | NoncashContributionsAmt |
| Total Contributions | $12,199,125 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $277,039,410 | $277,039,410 |
| STUDENT SUPPORT | 721000 | $17,994,182 | $17,994,182 |
| SALES & SERVICES- EDUCATIONAL DEP | 611710 | $2,430,831 | $2,430,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $297,464,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,906,462 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,221 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,900,241 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,498 | TotalRevenueColumnAmt |
| Exclusion | $47,498 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $396,892 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,349 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $362,543 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,543 | TotalRevenueColumnAmt |
| Exclusion | $362,543 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,861,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,116,653 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,745,101 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,745,101 | TotalRevenueColumnAmt |
| Exclusion | $2,745,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $134,665 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $317,981 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $221,281 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,616 | TotalRevenueColumnAmt |
| Exclusion | -$86,616 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,638,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $297,464,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,221 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,968,767 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,011,963 | TotalAmt |
| Program Services | $105,011,963 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606,737 | TotalAmt |
| Program Services | $748,246 | ProgramServicesAmt |
| Management And General | $2,530,583 | ManagementAndGeneralAmt |
| Fundraising | $327,908 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,059,600 | TotalAmt |
| Program Services | $102,193,918 | ProgramServicesAmt |
| Management And General | $12,781,018 | ManagementAndGeneralAmt |
| Fundraising | $1,084,664 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,490,269 | TotalAmt |
| Program Services | $7,303,697 | ProgramServicesAmt |
| Management And General | $1,086,351 | ManagementAndGeneralAmt |
| Fundraising | $100,221 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,370,920 | TotalAmt |
| Program Services | $12,354,470 | ProgramServicesAmt |
| Management And General | $4,593,480 | ManagementAndGeneralAmt |
| Fundraising | $422,970 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,666,373 | TotalAmt |
| Program Services | $7,498,313 | ProgramServicesAmt |
| Management And General | $1,067,948 | ManagementAndGeneralAmt |
| Fundraising | $100,112 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,338 | TotalAmt |
| Management And General | $1,038,338 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,511 | TotalAmt |
| Management And General | $257,511 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,200 | TotalAmt |
| Management And General | $88,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,335 | TotalAmt |
| Management And General | $895,335 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,992,810 | TotalAmt |
| Program Services | $3,014,056 | ProgramServicesAmt |
| Management And General | $2,933,322 | ManagementAndGeneralAmt |
| Fundraising | $45,432 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,849,268 | TotalAmt |
| Program Services | $248,989 | ProgramServicesAmt |
| Management And General | $2,519,929 | ManagementAndGeneralAmt |
| Fundraising | $80,350 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,868,945 | TotalAmt |
| Program Services | $6,747,146 | ProgramServicesAmt |
| Management And General | $1,043,586 | ManagementAndGeneralAmt |
| Fundraising | $78,213 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342,847 | TotalAmt |
| Program Services | $2,064,748 | ProgramServicesAmt |
| Management And General | $68,487 | ManagementAndGeneralAmt |
| Fundraising | $209,612 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,923,430 | TotalAmt |
| Program Services | $16,498,626 | ProgramServicesAmt |
| Management And General | $369,088 | ManagementAndGeneralAmt |
| Fundraising | $55,716 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,608,253 | TotalAmt |
| Program Services | $1,563,501 | ProgramServicesAmt |
| Management And General | $9,933 | ManagementAndGeneralAmt |
| Fundraising | $34,819 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,639 | TotalAmt |
| Program Services | $1,408,135 | ProgramServicesAmt |
| Management And General | $126,196 | ManagementAndGeneralAmt |
| Fundraising | $79,308 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,108,865 | TotalAmt |
| Program Services | $4,662,939 | ProgramServicesAmt |
| Management And General | $445,926 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,065,680 | TotalAmt |
| Program Services | $7,611,925 | ProgramServicesAmt |
| Management And General | $431,067 | ManagementAndGeneralAmt |
| Fundraising | $22,688 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,073 | TotalAmt |
| Program Services | $2,036,807 | ProgramServicesAmt |
| Fundraising | $116,266 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ASSISTANTSHIPS/REMISSIO | $8,303,608 | $8,191,214 | $112,244 | $150 |
| PROVISION-DOUBTFUL ACCO | $2,639,420 | $2,639,420 | ||
| CREDIT CARD FEES | $235,787 | $232,852 | $2,935 | |
| COLLECTION COSTS | $132,780 | $132,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,267,541 | TotalAmt |
| Program Services | $4,210,399 | ProgramServicesAmt |
| Fundraising | $57,142 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,591,192 | TotalAmt |
| Program Services | $293,369,092 | ProgramServicesAmt |
| Management And General | $35,403,594 | ManagementAndGeneralAmt |
| Fundraising | $2,818,506 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750 | BOYAmt |
| EOY | $756,899 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,005,509 | BOYAmt |
| EOY | $20,874,037 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,947,761 | BOYAmt |
| EOY | $4,133,088 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,678,188 | BOYAmt |
| EOY | $5,249,913 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,156,414 | BOYAmt |
| EOY | $4,851,661 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,456,891 | BOYAmt |
| EOY | $10,814,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $458,539,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $190,481,081 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,821,728 | BOYAmt |
| EOY | $268,058,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,552,807 | BOYAmt |
| EOY | $196,949,696 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,311,286 | BOYAmt |
| EOY | $26,992,498 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,121,983 | BOYAmt |
| EOY | $10,332,870 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,043,927 | BOYAmt |
| EOY | $3,481,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,098,244 | BOYAmt |
| EOY | $552,495,763 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,460,571 | BOYAmt |
| EOY | $17,297,281 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,098,531 | BOYAmt |
| EOY | $4,790,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,083,110 | BOYAmt |
| EOY | $43,657,636 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,817,229 | BOYAmt |
| EOY | $103,884,246 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,656,988 | BOYAmt |
| EOY | $22,458,738 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,116,429 | BOYAmt |
| EOY | $192,087,901 | 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 | $282,476,220 | BOYAmt |
| EOY | $276,182,756 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,505,595 | BOYAmt |
| EOY | $84,225,106 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,981,815 | BOYAmt |
| EOY | $360,407,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,098,244 | BOYAmt |
| EOY | $552,495,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,952,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,204,670 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $174,033 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,899,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,327,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,891,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,024,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,151,199 | CurrentTaxYearAmt |
| Total | $101,294,432 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,899,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,327,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,891,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,024,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,151,199 | CurrentTaxYearAmt |
| Total | $101,294,432 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,829,375 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,465,057 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,389,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,556,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,247,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,291,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,344,631 | CurrentTaxYearAmt |
| Total | $22,829,005 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,221 | CurrentTaxYearAmt |
| Total | $283,423 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $17,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $124,424,610 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,464,675,054 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 0 | 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 | $88,200 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $88,200 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DURING FISCAL YEAR 2022-2023, ADELPHI UNIVERSITY ENGAGED THE FIRM SHENKER RUSSO AND CARK, LLP. THE FIRM PROVIDES COUNSELING TO THE UNIVERSITY AND SERVES AS LIAISON TO APPROPRIATE GOVERNMENT AGENCIES AS NECESSARY, REPORTING ON GOVERNMENT PROGRAMS, BUDGET, REGULATORY, AND LEGISLATIVE ISSUES RELEVANT TO THE UNIVERSITY. DURING FISCAL YEAR 2022-2023, THE UNIVERSITY PAID $88,200 TO THE FIRM, SHENKER, RUSSO AND CLARK, LLP. | ExplanationTxt |
Schedule D IRS990ScheduleD
| 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 | $212,345,742 | BeginningYearBalanceAmt |
| Contributions | $1,875,381 | ContributionsAmt |
| Investment Earnings Or Losses | $18,882,412 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,760,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,380,864 | OtherExpendituresAmt |
| End Year Balance | $223,962,671 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,144,798 | BeginningYearBalanceAmt |
| Contributions | $7,217,384 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,090,440 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,580,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,346,000 | OtherExpendituresAmt |
| End Year Balance | $212,345,742 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $202,448,000 | BeginningYearBalanceAmt |
| Contributions | $1,079,813 | ContributionsAmt |
| Investment Earnings Or Losses | $39,922,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,340,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,966,000 | OtherExpendituresAmt |
| End Year Balance | $235,144,798 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,036,085 | BeginningYearBalanceAmt |
| Contributions | $5,599,434 | ContributionsAmt |
| Investment Earnings Or Losses | $18,792,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,405,620 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,574,380 | OtherExpendituresAmt |
| End Year Balance | $202,448,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $188,578,577 | BeginningYearBalanceAmt |
| Contributions | $2,336,119 | ContributionsAmt |
| Investment Earnings Or Losses | $2,983,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,306,571 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,555,403 | OtherExpendituresAmt |
| End Year Balance | $186,036,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67806 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32194 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,158,864 | OtherCostOrOtherBasisAmt |
| Book Value | $2,158,864 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $410,138,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,617,257 | DepreciationAmt |
| Book Value | $256,521,686 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,814,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,162,311 | DepreciationAmt |
| Book Value | $7,651,907 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,427,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,701,513 | DepreciationAmt |
| Book Value | $1,726,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $268,058,763 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER NOTE AND SWAP LIABILITY | $11,300,213 |
| OPERATING LEASE LABILITY | $11,158,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,458,738 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $223,970,257 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,204,670 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $34,349 | OtherRevenueAmt |
| Revenue Not Reported | $12,239,019 | RevenueNotReportedAmt |
| Revenue Subtotal | $211,731,238 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $895,335 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $105,011,963 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $105,907,298 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $317,638,536 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $225,718,243 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $34,349 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $34,349 | ExpensesNotReportedAmt |
| Expenses Subtotal | $225,683,894 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $895,335 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $105,011,963 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $105,907,298 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $331,591,192 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY MAINTAINS AN INVENTORY OF WORKS OF ART. THE WORKS OF ART ARE PRIMARILY COMPRISED OF PAINTINGS AND SCULPTURES AND ARE DISPLAYED THROUGHOUT THE CAMPUS. UNDER THE PROVISIONS OF SFAS 116, THE UNIVERSITY IS NOT REQUIRED TO AND DOES NOT REPORT THESE ITEMS IN ITS FINANCIAL STATEMENTS. |
| PART X, LINE 2: | ADELPHI FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE INCOME TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. ADELPHI HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED AUGUST 31, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 34,349. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 105,011,963. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 34,349. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 105,011,963. |
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT IS AN AGGREGATION OF GIFTS PROVIDED BY DONORS WITH THE REQUIREMENT THEY BE HELD IN PERPETUITY TO GENERATE EARNINGS NOW AND IN FUTURE YEARS TO SUPPORT THE UNIVERSITY'S PROGRAMS OF INSTRUCTION, RESEARCH AND PUBLIC SERVICE, AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. EARNINGS FROM ENDOWMENT INVESTMENTS SUPPORT SCHOLARSHIPS, CHAIRS, PROFESSORSHIPS, FELLOWSHIPS, BASIC RESEARCH AS WELL AS ACADEMIC AND PUBLIC SERVICE PROGRAMS. |
| SCHEDULE D, PART V, LINE 1D | THE UNIVERSITY HAS ADOPTED A SPENDING POLICY FOR DONOR-RESTRICTED ENDOWMENT FUNDS. GRANTS AND SCHOLARSHIPS REPORTED ON SCHEDULE D, PART V, LINE 1D IN THE AMOUNT OF $2,760,000 REPRESENT AMOUNTS AWARDED TO STUDENTS IN ACCORDANCE WITH DONOR STIPULATIONS AND THE UNIVERSITY'S ENDOWMENT SPENDING POLICY. IN FISCAL YEAR 2022-2023, THE UNIVERSITY AWARDED STUDENTS INSTITUTIONAL FINANCIAL AND TOTALING $105,011,963. INSTITUTIONAL AID OF APPROXIMATELY $102.3 MILLION WAS FUNDED BY THE UNIVERSITY'S ANNUAL OPERATING BUDGET. |
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 | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE SUPPLEMENTAL PAGE |
| SCHEDULE E, PART 1, LINE 3 | THIS POLICY IS PUBLICIZED IN PRINTED MEDIA WITH NEWSPAPER ADVERTISEMENTS AS WELL AS IN THE COURSE REGISTRATION GUIDES. |
| SCHEDULE E, PART 1, LINE 6A | THE UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES FOR STUDENT FINANCIAL ASSISTANCE, HEALTH AND HUMAN SERVICES AND RESEARCH AND DEVELOPMENT GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | STUDENT STUDIES ABROAD | $119,369 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | INVESTMENTS | $11,331,511 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $24,744,381 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | INVESTMENTS | $449,367 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | INVESTMENTS | $2,894,018 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | INVESTMENTS | $796,953 | |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | INVESTMENTS | $67,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $40,402,912 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $40,402,912 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART 1, LINE 3 | EXPENDITURES LISTED ON SCHEDULE F, PART 1, LINE 3 FOR STUDENT STUDY ABROAD ARE PAYMENTS TO FOREIGN ORGANIZATIONS THAT HOST THE STUDY ABROAD PROGRAM FOR STUDENTS THAT ARE ENROLLED AT ADELPHI WHO ARE PARTICIPATING IN THE PROGRAM. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENT GALA | Event1Nm |
| Gross Receipts Event1 | $263,729 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $170,729 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $93,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $107,499 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $34,415 | OtherDirectExpensesEvent1Amt |
| Event2 | JANET FICKE GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $90,463 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $89,448 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,015 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $29,185 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $6,390 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $98,454 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $57,804 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,650 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,037 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,755 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $452,646 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $317,981 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $134,665 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $168,721 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,560 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,281 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$86,616 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 5247 | RecipientCnt |
| Non Cash Assistance | $105,011,963 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | 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 AWARDS BOTH INSTITUTIONALLY-FUNDED FINANCIAL AID TO STUDENTS AS WELL AS FINANCIAL AID FUNDED FROM PRIVATE GIFTS AND VARIOUS FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES. SCHOLARSHIPS ARE AWARDED ON AN EQUAL, OBJECTIVE AND NONDISCRIMINATORY BASIS USING ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY MAINTAINS SEPARATE ACCOUNTING FOR ALL GRANTS AND STRICTLY MONITORS THAT ANY DISBURSEMENTS ARE MADE ONLY FOR THE INTENDED PURPOSE OF THE GRANT AND IN ACCORDANCE WITH THE GRANT REQUIREMENTS. AN AUDIT OF THE UNIVERSITY'S FEDERALLY FUNDED PROGRAMS IS CONDUCTED ANNUALLY BY THE UNIVERSITY'S EXTERNAL AUDITORS, AS REQUIRED BY TITLE 2 U.S. CODE OF FEDERAL REGULATIONS PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS AND GOVERNMENT AUDITING STANDARDS AND RELATED INFORMATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR CHRISTINE RIORDAN | ||||||||||||||
| PRESIDENT | $736,116 | $0 | $125,000 | $0 | $37,672 | $0 | $111,118 | $0 | $64,096 | $0 | $1,074,002 | $0 | $0 | $0 |
| JAMES PERRINO | ||||||||||||||
| EXECUTIVE VP OF FINANCE AND OPERATIO | $430,470 | $0 | $0 | $0 | $17,498 | $0 | $35,925 | $0 | $44,837 | $0 | $528,730 | $0 | $0 | $0 |
| CHRISTOPHER STORM | ||||||||||||||
| PROVOST AND EXECUTIVE VICE PRESIDENT | $369,640 | $0 | $10,000 | $0 | $17,498 | $0 | $38,975 | $0 | $9,190 | $0 | $445,303 | $0 | $0 | $0 |
| KRISTEN CAPEZZA | ||||||||||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGE | $275,982 | $0 | $5,000 | $0 | $60,000 | $0 | $38,244 | $0 | $51,390 | $0 | $430,616 | $0 | $60,000 | $0 |
| EUGENE PALMA | ||||||||||||||
| VP UNIVERSITY WELLNESS, SAFETY AND A | $113,638 | $0 | $10,000 | $0 | $131,969 | $0 | $39,860 | $0 | $92,594 | $0 | $388,061 | $0 | $0 | $0 |
| THOMAS KLINE | ||||||||||||||
| VP OF ADMINISTRATION AND EXTERNAL AF | $323,310 | $0 | $10,000 | $0 | $0 | $0 | $28,975 | $0 | $14,652 | $0 | $376,937 | $0 | $0 | $0 |
| RONALD S BAKARI | ||||||||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | $247,802 | $0 | $5,000 | $0 | $16,250 | $0 | $29,474 | $0 | $40,346 | $0 | $338,872 | $0 | $0 | $0 |
| JACQUES BARBER | ||||||||||||||
| DEAN, SCHOOL OF SOCIAL WORKS | $240,983 | $0 | $0 | $0 | $0 | $0 | $29,492 | $0 | $44,752 | $0 | $315,227 | $0 | $0 | $0 |
| VINCENT WANG | ||||||||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | $248,551 | $0 | $0 | $0 | $0 | $0 | $23,251 | $0 | $43,007 | $0 | $314,809 | $0 | $0 | $0 |
| CAROL ANN BOYLE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $275,988 | $0 | $0 | $0 | $0 | $0 | $32,030 | $0 | $3,061 | $0 | $311,079 | $0 | $0 | $0 |
| HYUNAH GRAFER | ||||||||||||||
| CHIEF OF STAFF AND ASSOCIATE VP | $274,980 | $0 | $0 | $0 | $0 | $0 | $31,411 | $0 | $697 | $0 | $307,088 | $0 | $0 | $0 |
| LISA FLEMING | ||||||||||||||
| CFO | $261,036 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $43,586 | $0 | $304,622 | $0 | $0 | $0 |
| XIAO LEI WANG | ||||||||||||||
| DEAN, RUTHS AMMON COLLEGE OF EDUCATI | $215,981 | $0 | $0 | $0 | $0 | $0 | $26,453 | $0 | $43,804 | $0 | $286,238 | $0 | $0 | $0 |
| ANDREW ATZERT | ||||||||||||||
| DEAN | $199,265 | $0 | $0 | $0 | $0 | $0 | $18,359 | $0 | $46,012 | $0 | $263,636 | $0 | $0 | $0 |
| ELIZABETH CIABOCCHI | ||||||||||||||
| VICE PROVOST FOR ACADEMIS AFFAIRS | $197,886 | $0 | $0 | $0 | $0 | $0 | $20,134 | $0 | $43,332 | $0 | $261,352 | $0 | $0 | $0 |
| JACQUELINE LAMON | ||||||||||||||
| VP FOR DIVERSITY, EQUITY & INCLUSION | $93,649 | $0 | $500 | $0 | $102,936 | $0 | $19,240 | $0 | $17,615 | $0 | $233,940 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT IS REQUIRED TO LIVE IN A UNIVERSITY RESIDENCE. IN ADDITION, HOUSEKEEPING SERVICES ARE REQUIRED FOR THE RESIDENCE. ANY PERSONAL USAGE IS TREATED AS TAXABLE INCOME. AMOUNTS ARE INCLUDED ON THE 990, PART VII AND SCHEDULE J, PART II. THE PRESIDENT IS REQUIRED TO TRAVEL TO ATTEND MEETINGS AND EVENTS RELEVANT TO THE UNIVERSITY'S MISSION. THE UNIVERSITY PAYS RELATED EXPENSES FOR THE TRAVEL AND ATTENDANCE OF THE PRESIDENT'S SPOUSE FOR THOSE EVENTS REQUIRING THE SPOUSE'S PRESENCE AS A BUSINESS PURPOSE. AS THE PRESIDENT'S CONTRACT PROVIDES: FIRST CLASS AIR TRAVEL MAY BE PROVIDED BY THE UNIVERSITY FOR ONLY THOSE FLIGHTS IN EXCESS OF THREE HOURS. |
| PART I, LINES 4A-B | SEVERANCE PAYMENTS WERE MADE TO EUGENE PALMA AND JACQUELINE LAMON IN THE AMOUNTS OF $131,969 AND $102,936 RESPECTIVELY. THE PRESIDENT PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN WHICH WAS EFFECTIVE AS OF JULY 1, 2015. $61,643 IS INCLUDED UNDER THIS PLAN FOR THE CURRENT YEAR AS DEFERRED COMPENSATION IN SCH J, PART II, COLUMN (C). IN ADDITION, CERTAIN INDIVIDUALS PARTICIPATED IN NONQUALIFIED DEFERRED COMPENSATION PLANS WITH EFFECTIVE DATES AS NOTED BELOW. THE AMOUNTS INDICATED BELOW ARE INCLUDED FOR THE CURRENT YEAR AS DEFERRED COMPENSATION IN SCH J, PART II, COLUMN (C): KRISTEN CAPEZZA (EFFECTIVE 9/1/17): $10,000 JAMES PERRINO (EFFECTIVE 9/1/18, REVISED 9/1/19): $10,000 HYUNAH GRAFER (EFFECTIVE 9/1/18): $10,000 CHRISTOPHER STORM (EFFECTIVE 7/1/21): $10,000 EUGENE PALMA (EFFECTIVE 3/15/21): $10,000 SENTWALI BAKARI (EFFECTIVE 12/1/20): $10,000 |
| PART I, LINE 7 | BONUSES WERE PAID IN 2022 TO CERTAIN INDIVIDUALS WHO MET PERFORMANCE GOALS AND METRICS DURING THE YEAR AND THE AMOUNTS HAVE BEEN INCLUDED IN PART II COLUMN B (II) AS TAXABLE INCOME. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TOWN OF HEMPSTEAD LOCAL DEVELOPMENT CORPORATION | ||||||||
| A | 112798949 | 424682CF7 | 2021-03-31 | $16,437,989 | REFUND 2011 SERIES | 0 | 0 | 0 |
| TOWN OF HEMPSTEAD LOCAL DEVELOPMENT CORPORATION | ||||||||
| B | 112798949 | 424682EY4 | 2013-11-14 | $46,003,624 | CONSTRUCT NEXUS & WELCOME CTR | 0 | 0 | 0 |
| TOWN OF HEMPSTEAD LOCAL DEVELOPMENT CORPORATION | ||||||||
| C | 112798949 | 434682FT4 | 2014-09-30 | $36,419,001 | ADV. REFUNDING - 2005 SERIES BONDS | 0 | 0 | 0 |
| TOWN OF HEMPSTEAD LOCAL DEVELOPMENT CORPORATION | ||||||||
| D | 112798949 | 424682KL5 | 2019-05-09 | $28,288,702 | REFUND 2009 SERIES/ RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,706,509 | $16,437,989 | $328,760 | $16,109,229 | 2021 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $6,199,576 | $46,093,784 | $545,152 | 2013 | 0 | Yes (1) | Yes (1) | Yes (1) | $45,548,632 | |
| C | $8,784,553 | $36,419,001 | $635,842 | $35,783,159 | 2014 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $4,135,802 | $28,303,702 | $462,597 | $20,826,104 | 2019 | 0 | Yes (1) | Yes (1) | Yes (1) | $7,015,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00040 | 0.00040 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3, COLUMNS B AND D | TOTAL PROCEEDS OF THE BOND ISSUE FOR THE BONDS LISTED IN PART II, LINE 3, COLUMNS B AND D DIFFER FROM THE ISSUE PRICES LISTED IN PART I, LINES B AND D AS A RESULT OF INVESTMENT EARNINGS ON THE BOND PROCEEDS. |
| SCHEDULE K, PART III, LINE 9 AND PART V | THE UNIVERSITY COMPLIES WITH THE REGULATIONS OF INTERNAL REVENUE CODE SECTIONS 1.141-12, 1.145-2 AND 148 AS WELL AS THE REQUIREMENTS WHICH ARE DOCUMENTED IN THE TAX COMPLIANCE AGREEMENT OF THE BOND DOCUMENTS FOR EACH BOND ISSUE. ON AN ON-GOING BASIS, MANAGEMENT MONITORS ANY PRIVATE BUSINESS ACTIVITY WHICH MAY BE CONDUCTED IN FACILITIES THAT HAVE BEEN CONSTRUCTED USING TAX EXEMPT BOND FINANCING. IN ADDITION, AN OUTSIDE CONSULTING FIRM DETERMINES ANY ARBITRAGE REBATE AND YIELD REDUCTION LIABILITIES UNDER THE LAWS CONTAINED IN SECTION 148 OF THE INTERNAL REVENUE CODE FOR EACH OF THE UNIVERSITY'S TAX EXEMPT BOND ISSUES. |
| SCHEDULE K, PART IV, LINE 2C | ARBITRAGE - REBATE COMPUTATION FOR EACH OUTSTANDING BOND ISSUE. THE UNIVERSITY'S OUTSIDE CONSULTING FIRM HAS DETERMINED THAT THERE WERE NO ARBITRAGE REBATE LIABILITIES FOR EACH OUTSTANDING BOND ISSUE. THE DATES THAT THE REBATE COMPUTATIONS WERE PERFORMED FOR EACH BOND ISSUE ARE AS FOLLOWS: TOWN OF HEMPSTEAD LDC, SERIES 2011 - JUNE 18, 2012; TOWN OF HEMPSTEAD LDC, SERIES 2013 - FEBRUARY 6, 2018; TOWN OF HEMSPTEAD LDC, SERIES 2014 - OCTOBER 28, 2015; AND TOWN OF HEMPSTEAD LDC, SERIES 2019 - MARCH 6, 2020. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $212,965 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 AND ALL SCHEDULES AND FORM 990-T ARE PREPARED ANNUALLY BY MANAGEMENT, REVIEWED BY AN EXTERNAL AUDITING FIRM, REVIEWED BY THE BOARD OF TRUSTEES AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING THE FORMS WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY HAS A CONFLICT OF INTEREST POLICY. ALL TRUSTEES, OFFICERS AND EMPLOYEES OF THE UNIVERSITY MUST SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CHAIRMAN OF THE UNIVERSITY'S AUDIT COMMITTEE AND THE CHAIRMAN OF THE TRUSTEE AFFAIRS COMMITTEE, REPORT TO THE UNIVERSITY'S GOVERNING BOARD ANNUALLY REGARDING POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL TRANSACTIONS OR RELATIONSHIPS ARE REVIEWED AND DOCUMENTED ON THE 990 AND SCHEDULE L. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT COMPENSATION CONSULTANT HAS BEEN HIRED BY THE UNIVERSITY TO REVIEW THE COMPENSATION OF THE UNIVERSITY'S OFFICERS. THE CONSULTING FIRM REVIEWS COMPENSATION OF THE UNIVERSITY'S OFFICERS IN COMPARISON TO THOSE OFFICES OF OTHER COLLEGES AND UNIVERSITIES WITHIN OUR SUPPORTED PEER GROUP OF OTHER UNIVERSITIES. THEIR REPORT IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES. IN ADDITION, THE COMPENSATION OF THE UNIVERSITY'S KEY EMPLOYEES IS REVIEWED ANNUALLY. COMPARISONS ARE MADE TO THE SALARIES REPORTED BY THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION AS WELL AS THE COMPENSATION REPORTED IN OTHER UNIVERSITY'S FORM 990. THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES ACTS AS THE COMPENSATION COMMITTEE. RECOMMENDATIONS ON COMPENSATION ARE APPROVED BY THE FULL BOARD AND ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES TO THOSE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP OBLIGATION 174,033. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKCAT ADVERTISING AGENCY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ADELPHI UNIVERSITY | AddressLine1Txt |
| City | SOUTH GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412109172 | EIN |
| Primary Activities | ADVERTISING | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELPHI UNIVERSITY | BusinessNameLine1Txt |