2024-04-14T15:37:06-05:00 2023-05-31 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2022-06-01 150545841 LE MOYNE COLLEGE % JOSEPH E GRASSO LEMO 3154454174 1419 SALT SPRINGS ROAD SYRACUSE NY 13214 JOSEPH GRASSO VP FINANCE AND ADMIN 3154454174 2023-10-15 true JOSEPH E GRASSO 999009999 Lauren R Denton P01571860 2604604000 2 2022 2023-04-26 12:10:37Z LINDA LEMURA 1419 SALT SPRINGS RD SYRACUSE NY 13214 237466254 false X WWW.LEMOYNE.EDU X 1946 NY THE COLLEGE IS A DIVERSE LEARNING COMMUNITY THAT STRIVES FOR ACADEMIC EXCELLENCE IN THE CATHOLIC AND JESUIT TRADITION THROUGH COMPREHENSIVE PROGRAMS. 36 34 1621 2298 54413 0 24748005 19599218 118238289 115892266 16326283 11445592 1053322 1658521 160365899 148595597 50471052 50327792 0 0 55316373 55307491 114150 97200 2687181 40081794 37913361 145983369 143645844 14382530 4949753 407704263 403274869 112614620 110747607 295089643 292527262 X THE COLLEGE IS A DIVERSE LEARNING COMMUNITY THAT STRIVES FOR ACADEMIC EXCELLENCE IN THE CATHOLIC AND JESUIT TRADITION THROUGH COMPREHENSIVE PROGRAMS ROOTED IN THE LIBERAL ARTS AND SCIENCES. false false 85403825 50327792 100830474 LE MOYNE COLLEGE OFFERS UNDERGRADUATE AND GRADUATE, PROGRAMS TO APPROXIMATELY 2,400 FULL-TIME AND 700 PART-TIME EQUIVALENTS IN OVER 100 AREAS OF STUDY. IN ADDITION TO INSTRUCTION OFFERED IN INDIVIDUAL ACADEMIC DISCIPLINES, ALL UNDERGRADUATE STUDENTS ENGAGE IN A CORE CURRICULUM WHICH SEEKS TO PROVIDE A FOUNDATION IN THE LIBERAL ARTS AND SCIENCES AND REFINE STUDENTS' CRITICAL THINKING AND COMMUNICATION SKILLS. WITHIN THE CORE CURRICULUM STUDENTS DEEPEN THEIR UNDERSTANDING OF THE DIVERSE WAYS IN WHICH WOMEN AND MEN THROUGHOUT HISTORY HAVE RESPONDED TO ENDURING QUESTIONS ABOUT MEANING AND ORDER IN THE PHYSICAL UNIVERSE, IN SOCIAL AND POLITICAL PROCESSES, AND IN HUMAN EXPERIENCE. EACH YEAR, APPROXIMATELY 1% OF LE MOYNE STUDENTS ALSO TAKE PART IN THE COLLEGE'S STUDY ABROAD PROGRAM TO ENHANCE THEIR EDUCATIONAL EXPERIENCE, IMMERSE THEMSELVES IN A NEW WAY OF LIFE AND DEVELOP NEW PERSPECTIVES ON THE PEOPLE AND CULTURES OF OTHER LANDS. 11086557 THE COLLEGE OFFERS SEVERAL PROGRAMS THROUGH ITS PUBLIC SERVICE FUNCTION TO ASSIST SOCIALLY- AND ECONOMICALLY-DISADVANTAGED HIGH SCHOOL STUDENTS IN SUCCESSFULLY COMPLETING THEIR SECONDARY EDUCATION AND PROVIDING AN OPPORTUNITY TO ENTER SOME FORM OF POST-SECONDARY EDUCATION. THESE PROGRAMS PROVIDE ADVISEMENT AND TUTORING EXPERIENCES, AS WELL AS OUTSIDE ENRICHMENT ACTIVITIES. THE COLLEGE ALSO OPERATES AN ACADEMIC SUPPORT CENTER OFFERING TUTORING AND STUDY GROUPS TO ASSIST STUDENTS IN THEIR COURSEWORK, TO PROVIDE INDIVIDUAL CONSULTATIONS TO IMPROVE STUDENTS' LEARNING STRATEGIES AND STUDY SKILLS, TO PROVIDE SUPPORT AND COUNSELING FOR STUDENTS ON ACADEMIC PROBATION, AND TO ADMINISTER ACCOMMODATIONS FOR STUDENTS WITH LEARNING AND OTHER DISABILITIES. IN ADDITION TO THE ACADEMIC SUPPORT CENTER, THE NOREEN REALE FALCONE LIBRARY SUPPORTS THE EDUCATIONAL GOALS OF LE MOYNE COLLEGE THROUGH A PROCESS OF CONTINUOUS REVIEW AND IMPROVEMENT OF COLLECTIONS, INSTRUCTIONAL PROGRAMS, TECHNOLOGY, AND INFORMATION SERVICES. THE LIBRARY COLLECTION CONTAINS OVER 191,283 BOOK TITLES (ENCOMPASSING 254,950 VOLUMES), 348,559 E-BOOK TITLES, 1,351 PRINT AND ELECTRONIC PERIODICAL SUBSCRIPTIONS, AND 7,151 VIDEOS. IN ADDITION TO IN-HOUSE COLLECTIONS, ACCESS IS PROVIDED TO OVER 251 DATABASES, THAT GRANT ACCESS TO 127,307 ADDITIONAL PERIODICAL TITLES, AND 62,644 DIGITAL FILMS. 24052429 16721080 IN KEEPING WITH THE COLLEGE'S MISSION AND JESUIT TRADITION OF EDUCATING THE WHOLE PERSON, LE MOYNE OFFERS A VARIETY OF STUDENT SERVICES TO MEET STUDENT NEEDS OUTSIDE THE CLASSROOM. THESE SERVICES ENHANCE THE QUALITY OF STUDENT LIFE AND FOSTER STUDENT SOCIAL DEVELOPMENT. ACTIVITIES AND SERVICES REVOLVE AROUND KEY AREAS INCLUDING HOUSING AND FOOD SERVICE, PERSONAL COUNSELING, HEALTH SERVICES, SERVICE LEARNING, CAREER PLANNING AND PLACEMENT, AND INTERCOLLEGIATE ATHLETICS. IN PARTICULAR, CAMPUS MINISTRY OFFERS A VARIETY OF RETREAT AND ALTERNATIVE BREAK PROGRAMS TO STUDENTS LOOKING TO ENGAGE IN SPIRITUAL GROWTH AND ANSWER THE CALL TO BE LEADERS IN SERVING THE NEEDS OF OTHERS, AS WELL AS OPPORTUNITIES TO TAKE PART IN LITURGICAL MINISTRIES. THE OFFICE OF SERVICE LEARNING INTEGRATES COMMUNITY SERVICE OPPORTUNITIES WITH ACADEMIC COURSEWORK IN RECOGNITION OF THE SOCIAL JUSTICE COMPONENT OF A JESUIT EDUCATION. FINALLY, THE OFFICE OF CAREER SERVICES OFFERS SEMINARS AND WORKSHOPS ON A VARIETY OF TOPICS INCLUDING RESUME WRITING, INTERVIEWING, AND GRADUATE-SCHOOL PLANNING, ALONG WITH RECRUITING PROGRAMS FEATURING EMPLOYERS FROM A VARIETY OF INDUSTRIES. 120542811 true true false true false false false true false true true true false false true true false true true false true false true true true false false false true true true false false false false false false false false true false true false false false false true true false false false true 4370 0 true 1621 true true true false false false false true true false false false false false false X 36 34 false false false false false false false true true false false true true true true true true true true false NY X JOSEPH E GRASSO 3154454174 1419 SALT SRPINGS ROAD GH320 SYRACUSE NY 13214 LINDA LEMURA PHD PRESIDENT/TRUSTEE 35.0 0.0 X X 477646 0 31579 WILLIAM BROWER III VP OF ADVANCEMENT 35.0 0.0 X 252876 0 69693 JAMES HANNAN PROVOST 35.0 0.0 X 223572 0 35615 MARTHA GRABOWSKI PHD PROFESSOR 35.0 0.0 X 216095 0 40127 JAMES E JOSEPH DEAN OF MADDEN SCHOOL OF BUS 35.0 0.0 X 203289 0 43325 TIMOTHY LEE VP ENROLLMENT MANAGEMENT 35.0 0.0 X 204828 0 41760 JOSEPH GRASSO VP FIN/ADMIN & TREASURER 35.0 0.0 X 205800 0 15301 JED SCHNEIDER ASSISTANT VP FACILITIES 35.0 0.0 X 176781 0 34896 NICOLE BROWN AVP FOR FINANCE 35.0 0.0 X 162391 0 40941 MARGARET WELLS DEAN, GRADUATE & PROF STUDIES 35.0 0.0 X 157123 0 37396 MARY COLLINS ASSOCIATE PROVOST 35.0 0.0 X 148545 0 23031 ROGER W STACKPOOLE FORMER SVP FIN, ADM, TREAS 35.0 0.0 X 106796 0 17525 PETER DILAURA BOARD CHAIR 1.0 0.0 X 0 0 0 BARBARA SCANLON JESSUP VICE CHAIR 1.0 0.0 X 0 0 0 CHRISTOPHER CURTIS BOARD SECRETARY 1.0 0.0 X 0 0 0 MICHAEL CORASANITI TRUSTEE 1.0 0.0 X 0 0 0 THOMAS FISCOE TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN FORBUSH TRUSTEE 1.0 0.0 X 0 0 0 REV DONALD KIRBY SJ TRUSTEE 1.0 0.0 X 0 0 0 BARBARA MCHUGH TRUSTEE 1.0 0.0 X 0 0 0 DANIEL MCNEIL TRUSTEE 1.0 0.0 X 0 0 0 KURT OHLIGER JR TRUSTEE 1.0 0.0 X 0 0 0 REV ROBERT REISER SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM SORENSON TRUSTEE 1.0 0.0 X 0 0 0 JEFFREY VUKELIC TRUSTEE 1.0 0.0 X 0 0 0 MARCUS WASHINGTON TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH ALLEN TRUSTEE 1.0 0.0 X 0 0 0 ALLISON EHRHART ALLYN TRUSTEE 1.0 0.0 X 0 0 0 AMINY AUDI TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY DWYER TRUSTEE 1.0 0.0 X 0 0 0 DR JEANETTE EPPS TRUSTEE 1.0 0.0 X 0 0 0 REV PETER FOLAN SJ TRUSTEE 1.0 0.0 X 0 0 0 JUDY FRODIGH TRUSTEE 1.0 0.0 X 0 0 0 REV MICHAEL GARANZINI SJ TRUSTEE 1.0 0.0 X 0 0 0 EVELYN INGRAM TRUSTEE 1.0 0.0 X 0 0 0 RICHARD LOCASTRO TRUSTEE 1.0 0.0 X 0 0 0 COLLEEN MANFRED TRUSTEE 1.0 0.0 X 0 0 0 GIANNA DEBOTTIS METTS TRUSTEE 1.0 0.0 X 0 0 0 REGINA MORANO TRUSTEE 1.0 0.0 X 0 0 0 REV MARIO POWELL SJ TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH POWERS TRUSTEE 1.0 0.0 X 0 0 0 DOMINIC PULLANO TRUSTEE 1.0 0.0 X 0 0 0 MSGR NEAL QUARTIER TRUSTEE 1.0 0.0 X 0 0 0 JOHN QUATTRONE TRUSTEE 1.0 0.0 X 0 0 0 DENISE QUINN TRUSTEE 1.0 0.0 X 0 0 0 ROBERT REKLAITIS TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH SAVAGE TRUSTEE 1.0 0.0 X 0 0 0 DR DEREK ZUCKERMAN TRUSTEE 1.0 0.0 X 0 0 0 2535742 0 431189 76 true true false SODEXO INC AFFILIATES LE MOYNE COLLEGE SYRACUSE NY 13214 CAMPUS DINING SVCS 3252427 UG2 LLC PO BOX 5972 SPRINGFIELD MA 01101 JANITORIAL SERVICES 1342330 WD MALONE TRUCKING EXCAVATING 708 COUNTY ROUTE 7 HANNIBAL NY 13074 CONTRACTOR SERVICES 1557733 ENVIRONMENTAL PROTECTION SVCS 200 TERMINAL RD E LIVERPOOL NY 13088 CONTRACTOR SERVICES 1395976 WOODCOCK ARMANI MECHANICAL CONTRACT 6500 NEW VENTURE GEAR DRIVE EAST SYRACUSE NY 13057 CONTRACTOR SERVICES 1337884 47 249381 6180490 13169347 774448 19599218 TUITION & FEES 611310 96493422 96493422 ROOM & BOARD 611310 18778661 18778661 INTERCOLLEGIATE ATHLETICS 611310 176561 176561 CATERING SERVICE 611310 202872 202872 BOOKSTORE 611310 240750 240750 115892266 4645045 54413 4590632 0 0 19200 19200 0 19200 19200 95266481 172555 88638489 6627992 172555 6800547 6800547 212201 249381 232168 -19967 -19967 0 0 0 0 0 0 FEES AND ADMISSIONS 900099 567083 567083 CONFERENCES 900099 239371 239371 INDIRECT COST RECOVERY 900099 469953 469953 382881 382881 1659288 148595597 117551554 54413 11390412 18357 18357 49014244 49014244 1295191 1295191 0 962182 225762 736420 230110 230110 42069047 33923138 6818227 1327682 3275193 2380078 769911 125204 6075516 4364390 1395176 315950 2695443 1962742 630215 102486 0 381485 381485 161827 161827 43190 43190 97200 97200 1328479 1328479 881937 403557 298477 179903 959233 172479 786754 1391406 1171042 156401 63963 1627393 1627393 0 0 4100299 3557934 319521 222844 0 0 2928835 2790851 125216 12768 0 7984517 7728708 228453 27356 679591 264371 381626 33594 ROOM & BOARD 4374876 4374876 UTILITIES 1849866 947878 901988 FACILITIES MAINTENANCE 2630815 1736578 894237 CUSTODIAL SERVICES 1335816 295949 1039867 5253796 3684576 1434179 135041 143645844 120542811 20415852 2687181 0 0 34096314 34753218 0 2860054 5552717 8523438 0 0 0 0 1071692 821156 0 0 0 0 237997670 134182397 100660219 103815273 173201489 165457665 72327103 71703639 0 0 0 0 20794729 15340426 407704263 403274869 3200243 2551346 0 0 0 0 84636620 85938089 0 0 0 0 0 0 0 0 24777757 22258172 112614620 110747607 X 103298074 100234213 191791569 192293049 295089643 292527262 407704263 403274869 X 4949753 -8651962 1139828 X false true X true true true X 14888597 11456470 13658230 24748005 19599218 84350520 0 0 14888597 11456470 13658230 24748005 19599218 84350520 3335473 81015047 1695991 1098946 641570 2914896 4759611 11111014 0 1611034 1106639 926721 1067415 1661590 6373399 101834933 576352528 0.79555 0.80134 X SCHEDULE A, PART II, LINE 10 OTHER INCOME INCLUDES REVENUES FROM FEES & ADMISSIONS, CONFERENCES, BUILDING RENTALS, INDIRECT COST RECOVERY, VENDING & TELEPHONE CHARGES & OTHER MISCELLANEOUS SOURCES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 43190 false false 43190 false PART II-B, LINE 1, LOBBYING ACTIVITIES: THE COLLEGE HIRES A LOBBYING FIRM TO OBTAIN FUNDING FOR THE COLLEGE THROUGH THE STATE AND COUNTY APPROPRIATIONS PROCESS. 96468 X X false 244805167 2635083 2597111 11963910 1162258 236911193 246132668 15919800 -6236443 9706492 1304366 244805167 189023268 2911427 65888502 9660175 2030354 246132668 193527648 2150737 5053237 10000732 1707622 189023268 187586275 16952694 -1053736 8376766 1580819 193527648 0.26470 0.43210 0.30320 false false 1551647 1551647 172482172 88578711 83903461 44378898 37345375 7033523 19584953 8258311 11326642 103815273 PRIVATE EQUITY - ALTERNATIVE 41376281 F FLEXIBLE CAPITAL - ALTERNATIVE 30327358 F 71703639 0 ACCRUED LIABILITIES 8114032 DEFERRED REVENUE AND DEPOSITS 6857556 ANNUITY AND TRUST OBLIGATIONS 111732 REFUNDABLE GOVERNMENT LOANS 1226874 RESERVE POST RETIREMENT CARE 2322934 ASSET RETIREMENT OBLIGATIONS 3279646 LEASE RIGHT OF USE LIABILITIES 345398 22258172 X 140038523 -8651962 197856 63253 -8390853 148429376 166221 166221 148595597 142769808 197856 197856 142571952 166221 907671 1073892 143645844 SCHEDULE D, PART III, LINE 4 THE COLLEGE OWNS A COLLECTION OF RARE HISTORICAL BOOKS DATING BACK TO THE CIVIL WAR PERIOD AND A SET OF DOORS OF AFRICAN ORIGIN. AS PART OF THE COLLEGE'S EXEMPT PURPOSE, THESE ITEMS ARE MADE ACCESSIBLE FOR STUDY BY THE STUDENTS, FACULTY, AND STAFF. SCHEDULE D, PART V, LINE 4 THE INTENDED USES OF THE COLLEGE'S ENDOWMENT FUNDS ARE TO PROVIDE MERIT AND NEED-BASED INSTITUTIONAL FINANCIAL AID TO STUDENTS, SUPPORT ACADEMIC PROGRAMS, USED TO SUPPORT PLANT AND OTHER EDUCATIONAL PURPOSES IN ACCORDANCE WITH THE DONOR'S INTENTIONS FOR THE USE OF THE FUNDS. SCHEDULE D, PART X, LINE 2 THE COLLEGE GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE IT IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COLLEGE RECOGNIZES THE BENEFIT AND ESTABLISHES AN ACCRUAL FOR AN UNCERTAIN TAX POSITION ONLY WHEN THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IN THE EVENT OF EXAMINATION BY TAX AUTHORITIES. IN EVALUATING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD, THE COLLEGE MUST PRESUME THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. TAX POSITIONS DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. THE COLLEGE HAS ANALYZED ALL OPEN TAX YEARS, AS DEFINED BY THE STATUES OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS. THE OPEN TAX YEARS INCLUDE THE TAX YEARS ENDED MAY 31, 2020 THROUGH MAY 31, 2023. THE COLLEGE HAS NO EXAMINATION IN PROGRESS. THE COLLEGE BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. SCHEDULE D, PART XI, LINE 2D DEFERRED INVESTMENT INCOME 3,640 LOSS FROM SALE OF PP&E (197,856) DIRECT EXPENSES RELATED TO FUNDRAISING ACTIVITIES 232,168 TOTAL: $63,253 SCHEDULE D, PART XII, LINE 4B CHANGE IN VALUE OF FIN 47 LIABILITY (872,555) CHANGE IN VALUE OF SFAS 158 POSTRETIREMENT CARE LIABILITY 292,532 DIRECT EXPENSES RELATED TO FUNDRAISING ACTIVITIES (232,168) LOSS ON EXTINGUISHMENT OF DEBT 12,339 CASH FLOWS (10,133) SELF INSURANCE ADJUSTMENT 1,717,656 TOTAL: $ 907,671 true true true true true true true false false false false false false false false true false true LINE 3 - EXPLANATION OF NONDISCRIMINATORY POLICY: LE MOYNE COLLEGE SUBSCRIBES FULLY TO ALL APPLICABLE FEDERAL AID AND STATE LEGISLATION AND REGULATIONS REGARDING DISCRIMINATION (INCLUDING THE CIVIL RIGHTS ACT OF 1964; TITLE IX OF THE EDUCATIONAL AMENDMENTS OF 1972 (TITLE IX); SECTION 504 OF THE REHABILITATION ACT OF 1973 (SECTION 504); THE AMERICANS WITH WORK DISABILITIES ACT (ADA); THE AGE DISCRIMINATION IN EMPLOYMENT ACT; THE AGE DISCRIMINATION ACT; AND THE NEW YORK STATE HUMAN RIGHTS LAW). THE COLLEGE DOES NOT DISCRIMINATE AGAINST STUDENTS, FACULTY, STAFF OR OTHER BENEFICIARIES ON THE BASIS OF RACE, COLOR, GENDER, CREED, AGE, DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION, VETERAN STAUS, OR NATIONAL OR ETHNIC ORGIN IN ADMISSION TO, OR ACCESS TO, OR TREATMENT OR EMPLOYMENT IN ITS PROGRAMS AND ACTIVITIES. LE MOYNE COLLEGE IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. SUCH POLICY IS CONTAINED IN THE COLLEGE CATALOG AND IS MADE AVAILABLE TO THE STUDENTS AND GENERAL PUBLIC. ADDITIONALLY, THE COLLEGE MAKES ITS POLICY AVAILABLE YEAR-ROUND ON ITS WEBSITE HOMPAGE: WWW.LEMOYNE.EDU. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: LE MOYNE COLLEGE RECEIVES FEDERAL FINANCIAL AID UNDER THE PELL GRANT, SEOG AND COLLEGE WORK STUDY PROGRAMS, AS WELL AS THE ACADEMIC COMPETITIVENESS GRANT. PELL GRANTS ARE AWARDED BY THE FEDERAL AGENCY DIRECT TO EACH STUDENT. SEOG, COLLEGE WORK STUDY AND ACADEMIC COMPETITIVENESS GRANTS ARE AWARDED BY THE INSTITUTION BASED ON NEED AS DEFINED BY THE APPROPRIATE AGENCY. true Sub-Saharan Africa 0 0 Grantmaking AWARD 82782 North America 0 0 Program Services SOFTWARE 16400 Central America and the Caribbean 0 0 Investments 8145493 Europe (Including Iceland and Greenland) 0 0 Investments 2960689 North America 0 0 Program Services STIPEND 1000 Europe (Including Iceland and Greenland) 0 0 Program Services STIPEND 2100 East Asia and the Pacific 0 0 Grantmaking AWARD 27500 Europe (Including Iceland and Greenland) 0 0 Grantmaking AWARD 870943 Central America and the Caribbean 0 0 Grantmaking AWARD 49397 South America 0 0 Grantmaking AWARD 134000 South Asia 0 0 Grantmaking AWARD 29759 North America 0 0 Grantmaking AWARD 68390 Middle East and North Africa 0 0 Grantmaking AWARD 37520 0 0 0 0 12425973 12425973 ST FIN AID East Asia and the Pacific 1 27500 ACCT CRDT ST FIN AID Europe (Including Iceland and Greenland) 27 870943 ACCT CRDT ST FIN AID Sub-Saharan Africa 5 81732 ACCT CRDT ST FIN AID Central America and the Caribbean 3 49397 ACCT CRDT ST FIN AID South America 4 134000 ACCT CRDT ST FIN AID South Asia 2 29759 ACCT CRDT ST FIN AID North America 3 68390 ACCT CRDT ST FIN AID Middle East and North Africa 1 37520 ACCT CRDT true false true true true false SCHEDULE F, PART I, LINE 2 GRANTS AND ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE TO FOREIGN STUDENTS IN COLLEGE PROGRAMS IN ACCORDANCE WITH ESTABLISHED COLLEGE PROCEDURES OR ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS RECEIVING GRANTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. SUCH AWARDS ARE MADE ONLY TO THE EXTENT OF THE COST OF EDUCATION. FURTHER, RECIPIENTS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE SCHOLARSHIPS AND GRANTS ARE CREDITED DIRECTLY TO THE STUDENTS' ACCOUNT AND THE STUDENTS DO NOT HAVE DIRECT ACCESS TO THE FUNDS FOR ANY OTHER USE. X true MCALLISTER AND QUINN CONSULTING false 97200 97200 NY FOUNDERS DAY 286020 223770 62250 273 73445 64748 8137 GOLDWAVE GOLF 134274 25611 108663 2580 22650 29500 1 41288 41288 8826 19829 2180 461582 249381 212201 2853 104921 84577 39817 232168 -19967 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: MCALLISTER AND QUINN (I) ADDRESS OF FUNDRAISER: 1030 15TH ST NW, STE 590 WEST AP, WASHINGTON, DC 20005 true SCHOLARSHIPS/GRANTS APPLIED TO TUITION 2829 49014247 SCHEDULE I, PART I, LINE 2 GRANTS AND ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE TO DOMESTIC STUDENTS IN COLLEGE PROGRAMS IN ACCORDANCE WITH ESTABLISHED COLLEGE PROCEDURES OR ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS RECEIVING GRANTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. SUCH AWARDS ARE MADE ONLY TO THE EXTENT OF THE COST OF EDUCATION FURTHER, RECIPIENTS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE SCHOLARSHIPS AND GRANTS ARE CREDITED DIRECTLY TO THE STUDENTS' ACCOUNT AND THE STUDENTS DO NOT HAVE DIRECT ACCESS TO THE FUNDS FOR ANY OTHER USE. X true true X X X X false false false false false false false false false LINDA LEMURA PHD PRESIDENT/TRUSTEE 428223 49423 20500 11079 509225 WILLIAM BROWER III VP OF ADVANCEMENT 210737 42139 20900 48793 322569 MARTHA GRABOWSKI PHD PROFESSOR 196438 19657 18742 21385 256222 JED SCHNEIDER ASSISTANT VP FACILITIES 174099 2682 16732 18164 211677 TIMOTHY LEE VP ENROLLMENT MANAGEMENT 186031 15000 3797 18240 23520 246588 JAMES E JOSEPH DEAN OF MADDEN SCHOOL OF BUS 178189 25100 17537 25788 246614 JAMES HANNAN PROVOST 223572 20900 14715 259187 JOSEPH GRASSO VP FIN/ADMIN & TREASURER 205502 298 14503 798 221101 ROGER W STACKPOOLE FORMER SVP FIN, ADM, TREAS 99963 6833 8809 8716 124321 NICOLE BROWN AVP FOR FINANCE 126713 35678 14446 26495 203332 MARGARET WELLS DEAN, GRADUATE & PROF STUDIES 153744 3379 14898 22498 194519 MARY COLLINS ASSOCIATE PROVOST 146606 1939 13913 9118 171576 SCHEDULE J, PART I, LINE 1A THE PRESIDENT RECEIVED A $24,000 PAYMENT AS A HOUSING ALLOWANCE. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON HER W-2. SCHEDULE J, PART I LINE 1B THE PRESIDENT OF THE COLLEGE RECEIVED A HOUSING ALLOWANCE THROUGH HER EMPLOYMENT CONTRACT. THESE BENEFITS ARE ADMINISTERED THROUGH PAYROLL AS TAXABLE FRINGE AND CASH PAYMENT AND WAS INCLUDED IN HER W-2'S. THE BOARD OF TRUSTEES OF THE COLLEGE APPROVED THE NATURE AND AMOUNT OF THE HOUSING ALLOWANCE. A ONONDAGA CIVIC DEV CORP SERIES 2022 800458240 682832BW9 2022-04-04 17513155 REFI OF 2012 SERIES false false false B ONONDAGA CIVIC DEV CORP SERIES 2021 800458240 682832JQ4 2021-11-04 17952668 VARIOUS RENOS AND MAINTENANCE false false false C ONONDAGA CIVIC DEV CORP SERIES 2020 (b) 800458240 682832FE5 2020-04-01 23361919 REFI OF 2010 SERIES false false false D ONONDAGA CIVIC DEV CORP SERIES 2018 800458240 682832ET3 2018-04-12 14427721 REFI OF 2009 VARIABLE RATE DEBT false false false A 615000 0 17513155 0 0 0 252154 0 0 0 17261001 0 true false true true B 0 0 17952668 0 0 0 380675 0 0 0 8675515 8896478 true false true C 400000 0 23361919 0 0 0 382529 0 0 0 22979390 0 true false true true D 1475000 0 14427721 0 0 0 288554 0 0 0 14139167 0 true false true true A false false true true false 0.00000 0.00000 0.00000 false false false true B false false true true false 0.00000 0.00000 0.00000 false false false true C false false true true false 0.00000 0.01640 0.01640 false false false true D false false true true false 0.00000 0.02160 0.02160 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, BOND ISSUES: THE 2015 BOND SERIES WERE PRIMARILY USED FOR THE RENOVATIONS OF THE EXISTING SCIENCE CENTER AND REMAINING FUNDS WERE USED ON VARIOUS RENOVATIONS AROUND THE COLLEGE. THE 2018 BOND SERIES WERE ENTIRELY USED TO REFINANCE THE DASNY 2009 VARIABLE RATE BONDS. THE 2020 (B) BOND SERIES WERE ENTIRELY USED TO REFINANCE THE OCDC 2010 BONDS. THE 2021 BOND SERIES ARE GOING TO BE USED PRIMARILY FOR THE RENOVATION OF NELLIGAN, GREWEN, AND REILLY HALLS AND THE QUAD AND WATER LINE AS WELL AS OTHER RENOVATIONS AND MAINTENANCE. THE 2022 BOND SERIES WERE ENTIRELY USED TO REFINANCE THE OCDC 2012 BONDS. SCHEDULE K, PART III, LINE 3A 2015 SERIES DOES NOT HAVE ANY MANAGEMENT SERVICE CONTRACTS WITHIN THOSE BUILDINGS WHERE BOND FUNDS WERE USED FOR RENOVATIONS. 2018, 2020(B), 2022 BONDS ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND FINANCED SPACE QUALIFY UNDER A PRIVATE BUSINESS USE SAFE HARBOR OR EXCEPTION OR ARE INCIDENTIAL IN NATURE. THEREFORE NO CONTRACTS RESULT IN PRIVATE BUSINESS USE. SCHEDULE K, PART IV, LINE 2C THE DATES OF THE REBATE CALCULATIONS FOR THE BOND SERIES ARE AS FOLLOW: ONONDAGA 2012 SERIES - OCTOBER 1, 2017 ONONDAGA 2015 SERIES - JULY 30, 2020 THE ONONDAGA 2018 AND 2020(B) SERIES DO NOT HAVE REBATE CALCULATIONS DUE UNTIL 2023. A ONONDAGA CIVIC DEV CORP SERIES 2015 800458240 682832DB3 2015-07-30 15989899 CAMPUS WIDE RENOVATION false false false A 335000 0 15989899 0 0 0 319798 0 0 0 15670101 0 false false true true A false false true true false 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true A true LAWRENCE TANNER PHD FAMILY MEMBER OF TRUSTEE/OFFICER 150736 COMPENSATION false DEBORAH CROMLEY FAMILY MEMBER OF TRUSTEE/OFFICER 70930 COMPENSATION false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: LAWRENCE TANNER, PH.D (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF TRUSTEE/OFFICER (D) DESCRIPTION OF TRANSACTION: COMPENSATION (A) NAME OF PERSON: DEBORAH CROMLEY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF TRUSTEE/OFFICER (D) DESCRIPTION OF TRANSACTION: COMPENSATION X 3 FMV X 42 584108 FMV X 1 10678 FMV X SOFTWARE 4 179659 FMV false true false SCHEDULE M, PART I, COLUMN B THE COLLEGE IS REPORTING IN PART I, COLUIMN B THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AT LEAST 10 MEMBERS, CONSISTING OF THE BOARD OFFICERS, PRESIDENT, THE CHAIRS OF THE STANDING COMMITTEES AND AT-LARGE MEMBERS, NOMINATED BY THE COMMITTEE ON BOARD DEVELOPMENT AND ELECTED BY THE BOARD OF TRUSTEES. MEMBERS OF THE EXECUTIVE COMMITTEE SERVE A ONE-YEAR TERM AND MAY BE RE-ELECTED FOR AN UNLIMITED NUMBER OF ADDITIONAL TERMS. THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT FOR THE BOARD BETWEEN BOARD MEETINGS IN CIRCUMSTANCES THAT, IN THE JUDGMENT OF THE EXECUTIVE COMMITTEE, QUALIFY AS "URGENT CONDITIONS" SUCH ACTION SHOULD NOT BE HELD UNTIL THE NEXT BOARD MEETING; TO MANAGE CONTINUING GOVERNANCE PROJECTS SUCH AS THE PRESIDENTIAL PERFORMANCE APPRAISAL PROCESS; AND TO SERVE WHEN APPROPRIATE AS AN AD HOC COMMITTEE RESPONSIBLE FOR PROJECTS WITH DEFINED GOALS AND OBJECTIVES THAT HAVE START AND END DATES AND SPECIFIED OUTCOMES.THE EXECUTIVE COMMITTEE SHALL KEEP THE FULL BOARD INFORMED ABOUT THE WORK OF THE EXECUTIVE COMMITTEE AND ALL ACTIONS TAKEN WHILE FUNCTIONING AS AN INTERIM GOVERNING BODY. NOTWITHSTANDING THE FOREGOING, THE EXECUTIVE COMMITTEE SHALL NOT HAVE AUTHORITY TO ACT ON MATTERS THAT ARE, PURSUANT TO THE CHARTER, THESE BY-LAWS OR APPLICABLE LAW, RESERVED TO THE FULL BOARD. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON MATTERS WHICH CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING, THE EXECUTIVE COMMITTEE OVERSEES THE COLLEGE'S PLANNING PROCESS AND PROGRESS ON PLANNING GOALS, THE BOARD'S RESPONSIBILITY TO SUPPORT THE PRESIDENT AND ASSESS HIS OR HER PERFORMANCE, ANNUALLY REVIEW THE PRESIDENT'S COMPENSATION AND CONDITIONS OF EMPLOYMENT, AND WHEN REQUESTED BY THE BOARD, OVERSEE THE WORK OF BOARD COMMITTEES. FORM 990 PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED INTERNALLY UNDER THE REVIEW OF THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER. THE COMPLETED FORM IS DISTRIBUTED TO THE FINANCE COMMITTEE TO REVIEW WITH MANAGEMENT. THE OFFICER/EMPLOYEE COMPENSATION DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPLETED FORM IS DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE FORM WITH THE IRS. FORM 990 PART VI, SECTION B, LINE 12C PRIOR TO THE BEGINNING OF EACH ACADEMIC YEAR EACH VICE PRESIDENT RECEIVES A LIST OF ADMINISTRATIVE-LEVEL AND EXECUTIVE EMPLOYEES IN HIS OR HER DIVISION WHO RECEIVED A CONFLICT OF INTEREST FORM IN THE PRIOR YEAR. THE VICE PRESIDENTS REVIEW THE LISTS FOR THEIR RESPECTIVE DIVISION FOR COMPLETENESS AND ACCURACY, MAKING ANY ADJUSTMENTS NECESSARY. EACH IDENTIFIED EMPLOYEE RECEIVES A CONFLICT OF INTEREST FORM TO COMPLETE, AS WELL AS A COPY OF THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE LISTINGS AND COMPLETED FORMS ARE KEPT IN A CONFIDENTIAL FILE IN THE VICE PRESIDENT FOR FINANCE, AND ADMINISTRATION AND TREASURER'S OFFICE. REGULAR FOLLOW-UP WITH EMPLOYEES OCCURS DURING THE YEAR TO ENSURE ALL CONFLICT OF INTEREST FORMS ARE RECEIVED. IN ADDITION TO ADMINISTRATIVE-LEVEL AND EXECUTIVE EMPLOYEES, ALL BOARD OF TRUSTEES MEMBERS RECEIVE A CONFLICT OF INTEREST FORM TO COMPLETE AND A COPY OF THE POLICY. REGULAR FOLLOW UP OCCURS DURING THE YEAR TO ENSURE ALL CONFLICT OF INTEREST FORMS ARE RECEIVED. FORM 990 PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION PLAN OF THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION PROVISIONS UNDER TREASURY REGULATION 53.4958-6. THE COMPENSATION PLAN OF THE PRESIDENT IS APPROVED IN ADVANCE BY THE EXECUTIVE COMMITTEE. PRIOR TO MAKING A COMPENSATION DECISION, THE EXECUTIVE COMMITTEE OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMPARABILITY DATA IS USED TO OBTAIN AN OBJECTIVE THIRD PARTY ASSESSMENT OF THE TOTAL COMPENSATION PLAN TO ENSURE THE COMPONENTS AND TOTAL PLAN IS REASONABLE, CUSTOMARY AND WITHIN MARKET. THIS ASSESSMENT IS PREPARED ANNUALLY ON A ROTATING BASIS, INTERNALLY AND PERIODICALLY BY AN INDEPENDENT CONSULTANT; USING COMPARATIVE COMPENSATION DATA, INCLUDING OVERALL MARKET FACTORS DETERMINED TO IMPACT COMPENSATION. THE EXECUTIVE COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING THE PRESIDENT'S COMPENSATION PLAN CONCURRENTLY WITH THE MAKING OF THE DETERMINATION. THE PRESIDENT'S COMPENSATION IS FORMALLY INCORPORATED INTO HIA/HER EMPLOYMENT CONTRACT. FORM 990 PART VI, SECTION B, LINE 15B THE PROCESS FOR DETERMINING THE COMPENSATION PLANS OF THE OFFICERS AND KEY EMPLOYEES, MEET THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION PROVISIONS UNDER TREASURY REGULATION 53.4958-6. THE COMPENSATION PLAN OF THE OFFICERS AND KEY EMPLOYEES ARE APPROVED IN ADVANCE BY THE PRESIDENT. PRIOR TO MAKING COMPENSATION DECISIONS, THE PRESIDENT OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMPARABILITY DATA IS USED TO OBTAIN AN OBJECTIVE THIRD PARTY SUCH AS, CUPA-HR, ASSESSMENT OF THE TOTAL COMPENSATION PLANS TO ENSURE THE COMPONENTS AND TOTAL PLANS ARE REASONABLE, CUSTOMARY AND WITHIN MARKET. THESE ASSESSMENTS ARE PREPARED ANNUALLY ON A ROTATING BASIS, INTERNALLY; USING COMPARATIVE COMPENSATION DATA, INCLUDING OVERALL MARKET FACTORS DETERMINED TO IMPACT COMPENSATION. THE PRESIDENT PRESENTS HIS/HER DECISION TO THE EXECUTIVE COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES FOR REVIEW AND THE DETERMINATION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. THE COMPENSATION IS FORMALLY INCORPORATED INTO EACH INDIVIDUAL'S SALARY LETTER. FORM 990 PART VI, SECTION C, LINE 19 HARD COPIES OF THE COLLEGE'S FINANCIAL STATEMENTS AND FORM 990 ARE KEPT ON FILE FOR PUBLIC REVIEW. IN ADDITION, THE COLLEGE'S FORM 990 IS AVAILABLE ON THE WEBSITE OF GUIDESTAR USA, INC. AT WWW.GUIDESTAR.ORG. AN ELECTRONIC VERSION OF THE COLLEGE'S CONFLICT OF INTEREST POLICY IS AVAILABLE AT HTTP://WWW.LEMOYNE.EDU/COLLEGE-ADMINISTRATION/FINANCE-AND-ADMININSTRATION THE COLLEGE'S GOVERNING DOCUMENTS ARE NOT MADE PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF FIN 47 LIABILITY...........................-$ 872,555 CHANGE IN VALUE OF SFAS 158 POSTRETIREMENT CARE LIABILITY......$ 292,532 MISCELLANEOUS ADJUSTMENT......................................-$ 10,144 LOSS OF EXTINGUISHMENT OF DEBT.................................$ 12,339 SELF INSURANCE ADJUSTMENT......................................$1,717,656 TOTAL..........................................................$1,139,828 AGILITAS LLC 1419 SALT SPRINGS RD SYRACUSE NY 13214 883116933 ADMIN SERVICE NY 501(C)(3) LINE 12 NA true PHINS MANAGEMENT INC 1419 SALT SPRINGS RD SYRACUSE NY 13214 931606101 MANAGEMENT NY 501(C)(3) LINE 12 NA true CRUT (2) EIN ADDRESS AVAILABLE UPON REQUES NEW YORK NY 00000 000000000 INVESTMENTS NY NA TRUST true false false false true false false false false false false false false false false false false false false false AGILITAS LLC D 3500000 CASH