MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 52-0591672)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202401349349301835
- 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 | 2024-05-13T08:25:57-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARY'S UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 3014476122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E DAVIES | PersonNm |
| Person Title | VP BUSINESS AND FINANCE | PersonTitleTxt |
| Phone | 3014476122 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | DAVIES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2024-05-09 | 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 | TIMOTHY E TRAINOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,533,576 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSMARY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1808 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | MOUNT ST. MARY'S UNIVERSITY, THE SECOND OLDEST CATHOLIC UNIVERSITY IN THE U.S., (SEE SCHEDULE O), OFFERS MORE THAN 60 ACADEMIC MAJORS, MINORS, AND CONCENTRATIONS. GRADUATE PROGRAMS IN BUSINESS, EDUCATION, PHILOSOPHY, THEOLOGY AND DIVINITY ARE ALSO OFFERED ALONG WITH ACCELERATED UNDERGRADUATE PROGRAMS IN BUSINESS AND CRIMINAL JUSTICE. STUDENTS PARTICIPATE IN MORE THAN 70 CLUBS AND HONOR SOCIETIES. STUDENTS ALSO TAKE ADVANTAGE OF THE COMMUNITY SERVICE AND OUTDOOR ADVENTURE PROGRAMS THAT ARE OFFERED BOTH LOCALLY AND ABROAD. IN ADDITION, THE UNIVERSITY HAS 22 VARSITY SPORTS AT THE NCAA DIVISION 1 LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1367 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $117,243 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,875,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,106,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $109,580,018 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,498,658 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,183,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,048,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,393 | PYOtherRevenueAmt |
| CY Other Revenue | $22,878 | CYOtherRevenueAmt |
| PY Total Revenue | $149,700,632 | PYTotalRevenueAmt |
| CY Total Revenue | $135,677,119 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,486,798 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,168,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,238,730 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,772,506 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $101,810 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $91,900 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,042,641 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,040,066 | PYOtherExpensesAmt |
| CY Other Expenses | $37,705,406 | CYOtherExpensesAmt |
| PY Total Expenses | $132,867,404 | PYTotalExpensesAmt |
| CY Total Expenses | $133,738,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,833,228 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,938,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,235,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,873,237 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,210,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,338,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $120,025,644 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,534,852 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A CATHOLIC UNIVERSITY, MOUNT ST. MARY'S GRADUATES ETHICAL LEADERS WHO ARE INSPIRED BY A PASSION FOR LEARNING AND LEAD LIVES OF SIGNIFICANCE IN SERVICE TO GOD AND OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,041,412 | ExpenseAmt |
| Grant | $53,168,358 | GrantAmt |
| Revenue | $83,781,977 | RevenueAmt |
| Desc | INSTRUCTIONAL PROGRAMS FOR 2,743 STUDENTS CONSISTING OF 2,033 UNDERGRADUATE STUDENTS, 177 GRADUATE STUDENTS IN BUSINESS ADMINISTRATION, 182 GRADUATE STUDENTS IN EDUCATION, 159 GRADUATE STUDENTS IN THEOLOGY, 25 GRADUATE STUDENTS IN HEALTH ADMINISTRATION, 45 GRADUATE STUDENTS IN BIOTECHNOLOGY AND MANAGEMENT, 30 GRADUATE STUDENTS IN SPORTS MANAGEMENT, 3 GRADUATE STUDENTS IN PHILOSOPHICAL STUDIES, 77 GRADUATE STUDENTS IN APPLIED BEHAVIOR ANALYSIS AND 12 NON-DEGREE SEEKING GRADUATE STUDENTS. THE UNIVERSITY AWARDED A TOTAL OF 624 DEGREES AND CERTIFICATES COMPRISED OF 409 BACHELOR'S DEGREES, 31 POST-BACCALAUREATE CERTIFICATES, 134 MASTER'S DEGREES, 41 THEOLOGY MASTER'S DEGREES AND 9 POST-MASTER'S CERTIFICATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,043,242 | ExpenseAmt |
| Revenue | $22,599,438 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES WHICH IS COMPRISED OF ATHLETICS, STUDENT HOUSING, DINING SERVICES, POST OFFICE, VENDING, PHYSICAL PLANT, LAUNDRY AND PUBLIC SAFETY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,129,062 | ExpenseAmt |
| Desc | STUDENT SERVICES FOR THE ENTIRE STUDENT BODY. THIS INCLUDES COUNSELING /HEALTH CENTER, STUDENT AFFAIRS AND STUDENT ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $6,672,652 | ACADEMIC SUPPORT |
| $4,209,339 | INSTITUTIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,881,991 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $121,095,707 | 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 | Yes (1) | 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 | Yes (1) | 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 | 217 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1367 | 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E DAVIES | PersonNm |
| Phone | 3014476122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 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 |
|---|---|---|---|---|---|---|---|---|
| GRACELYN A MCDERMOTT | ||||||||
| CHAIR OF THE BOARD | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD P MILLER | ||||||||
| VICE CHAIR OF THE BOARD | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID P CONAGHAN | ||||||||
| SECRETARY THRU 10/17/2022 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M FOLIO | ||||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KOKI ADASI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J AGNONE | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE E ALTER III | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS X BOLTE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J CHEW | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH B CHODNICKI | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEVEDA COLEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DEEGAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| J RAPHAEL DELLA RATTA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DILUIGI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DONDERO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F DOWD JR | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY M ELLERMEYER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REV MSGR JOHN J ENZLER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON EPPS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REV J KEVIN FARMER | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SR TERESA GEORGE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J GOLES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J HAYDEN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE HUESTON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN JANOWIAK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA W LOCKE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MOST REVEREND WILLIAM E LORI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH W MOHLER JR | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE I OBUCHOWSKI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J PALMIERI | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SOPHIA PARKER | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S ROOHAN | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HOUEIDA SAAD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REV ROBERT J SULLIVAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMIKA L TREMAGLIO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NADJA Y WEST | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REV KEVIN W WILDES SJ | ||||||||
| TRUSTEE THRU 10/17/2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY E TRAINOR | ||||||||
| PRESIDENT | 50.00 | Yes (X) | $432,916 | $0 | $113,840 | |||
| WILLIAM E DAVIES | ||||||||
| VP, BUSINESS & FINANCE | 50.00 | Yes (X) | $289,712 | $0 | $40,536 | |||
| DR BOYD CREASMAN | ||||||||
| VP, ACADEMIC AFFAIRS & PROVOST | 50.00 | Yes (X) | $227,070 | $0 | $26,201 | |||
| JACK J CHIELLI | ||||||||
| VP, COMM & ENROLL MGT | 50.00 | Yes (X) | $227,300 | $0 | $40,882 | |||
| KRAIG SHEETZ | ||||||||
| EXEC. VICE PRESIDENT THRU 5/19/2023 | 50.00 | Yes (X) | $202,346 | $0 | $12,751 | |||
| ROBERT J BRENNAN | ||||||||
| VP, ADVANCEMENT THRU 6/30/2023 | 50.00 | Yes (X) | $185,897 | $0 | $37,461 | |||
| DR PAULA M WHETSEL-RIBEAU | ||||||||
| VP, EQUITY AND SUCCESS | 50.00 | Yes (X) | $186,309 | $0 | $20,616 | |||
| ANDREW R BAKER | ||||||||
| VP & SEMINARY RECTOR | 50.00 | Yes (X) | $125,878 | $0 | $20,788 | |||
| LEVI ESSES | ||||||||
| VP, STUDENT LIFE | 50.00 | Yes (X) | $157,366 | $0 | $33,207 | |||
| CHRISTINE MCCAUSLIN | ||||||||
| DEAN OF THE SCHOOL OF SCIENCE | 50.00 | $170,816 | $0 | $9,696 | Yes (X) | |||
| JOHN NAURIGHT | ||||||||
| DEAN, BOLTE SCHOOL OF BUSINESS | 50.00 | $159,658 | $0 | $23,759 | Yes (X) | |||
| DANIEL F ENGELSTAD | ||||||||
| HEAD MEN'S BASKETBALL COACH | 50.00 | $208,488 | $0 | $13,863 | Yes (X) | |||
| DAVID M MCCARTHY | ||||||||
| ASSOCIATE PROVOST/PROFESSOR | 50.00 | $157,145 | $0 | $9,365 | Yes (X) | |||
| JENNIFER STAIGER | ||||||||
| ASSOC PROVOST OF GRADUATE | 50.00 | $155,132 | $0 | $9,363 | Yes (X) | |||
| MARY JACKSON | ||||||||
| DIR SCHOOL OF HEALTH PROFESSIONS | 50.00 | $156,209 | $0 | $9,643 | Yes (X) | |||
| LYNNE ROBINSON | ||||||||
| ATHLETIC DIRECTOR | 50.00 | $149,491 | $0 | $18,673 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,191,733 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $440,644 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | 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 |
|---|---|---|---|---|---|
| ARAMARK RECEIVABLES LLC | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 606731273 | FOOD SERVICES | $5,734,665 |
| MORGAN-KELLER INC | |||||
| 70 THOMAS JOHNSON DRIVE | FREDERICK | MD | 21702 | CONSTRUCTION SERVICES | $3,592,682 |
| RUFFALO NOEL LEVITZ LLC | |||||
| PO BOX 718 | DES MOINES | IA | 503030718 | STUDENT RECRUITMENT | $889,219 |
| METRO ATLANTIC ATHLETIC CONFERENCE INC | |||||
| 712 AMBOY AVENUE | EDISON | NJ | 08837 | ATHLETIC CONFERENCE SERVICES | $634,269 |
| AMERICAN DESIGN ASSOCIATES INC | |||||
| 9000 HARFORD RD | BALTIMORE | MD | 21234 | FURNITURE AND INSTALLATION | $543,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,233 | FundraisingAmt |
| Government Grants | $7,806,016 | GovernmentGrantsAmt |
| All Other Contributions | $10,284,405 | AllOtherContributionsAmt |
| Noncash Contributions | $730,340 | NoncashContributionsAmt |
| Total Contributions | $18,106,654 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 611310 | $83,781,977 | $83,781,977 | |
| AUXILIARY ENTERPRISE | 611710 | $22,661,676 | $22,599,438 | $62,238 |
| CONFERENCES & GROUPS | 611600 | $31,205 | $31,205 | |
| OTHER SERVICES | 221000 | $23,800 | $23,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,498,658 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,171,524 | TotalRevenueColumnAmt |
| Exclusion | $11,171,524 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,654,719 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,608,254 | SecuritiesAmt |
| Other | $169,060 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,465 | SecuritiesAmt |
| Other | -$169,060 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,595 | TotalRevenueColumnAmt |
| Exclusion | -$122,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,233 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,073 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,873 | TotalRevenueColumnAmt |
| Exclusion | -$1,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $26,821 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,070 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,751 | TotalRevenueColumnAmt |
| Exclusion | $24,751 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,677,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,381,415 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $117,243 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,071,807 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,168,358 | TotalAmt |
| Program Services | $53,168,358 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,602,079 | TotalAmt |
| Program Services | $642,270 | ProgramServicesAmt |
| Management And General | $1,786,739 | ManagementAndGeneralAmt |
| Fundraising | $173,070 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,452,885 | TotalAmt |
| Program Services | $29,774,948 | ProgramServicesAmt |
| Management And General | $1,903,096 | ManagementAndGeneralAmt |
| Fundraising | $774,841 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,366 | TotalAmt |
| Program Services | $1,292,491 | ProgramServicesAmt |
| Management And General | $53,592 | ManagementAndGeneralAmt |
| Fundraising | $33,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,926,097 | TotalAmt |
| Program Services | $3,505,433 | ProgramServicesAmt |
| Management And General | $332,660 | ManagementAndGeneralAmt |
| Fundraising | $88,004 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412,079 | TotalAmt |
| Program Services | $2,104,579 | ProgramServicesAmt |
| Management And General | $243,601 | ManagementAndGeneralAmt |
| Fundraising | $63,899 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,756 | TotalAmt |
| Management And General | $35,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,834 | TotalAmt |
| Management And General | $174,834 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,900 | TotalAmt |
| Fundraising | $91,900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,605 | TotalAmt |
| Management And General | $334,605 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,279,731 | TotalAmt |
| Program Services | $2,508,994 | ProgramServicesAmt |
| Management And General | $659,226 | ManagementAndGeneralAmt |
| Fundraising | $111,511 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,991 | TotalAmt |
| Program Services | $742,808 | ProgramServicesAmt |
| Management And General | $195,169 | ManagementAndGeneralAmt |
| Fundraising | $33,014 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,747 | TotalAmt |
| Program Services | $1,625,432 | ProgramServicesAmt |
| Management And General | $427,074 | ManagementAndGeneralAmt |
| Fundraising | $72,241 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,597 | TotalAmt |
| Program Services | $1,398,112 | ProgramServicesAmt |
| Management And General | $367,347 | ManagementAndGeneralAmt |
| Fundraising | $62,138 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,027 | TotalAmt |
| Program Services | $1,522,055 | ProgramServicesAmt |
| Management And General | $193,587 | ManagementAndGeneralAmt |
| Fundraising | $60,385 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512,583 | TotalAmt |
| Program Services | $2,153,283 | ProgramServicesAmt |
| Management And General | $273,872 | ManagementAndGeneralAmt |
| Fundraising | $85,428 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,096 | TotalAmt |
| Program Services | $150,779 | ProgramServicesAmt |
| Management And General | $39,616 | ManagementAndGeneralAmt |
| Fundraising | $6,701 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,169 | TotalAmt |
| Program Services | $2,303,544 | ProgramServicesAmt |
| Management And General | $605,245 | ManagementAndGeneralAmt |
| Fundraising | $102,380 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,197,588 | TotalAmt |
| Program Services | $6,377,063 | ProgramServicesAmt |
| Management And General | $784,537 | ManagementAndGeneralAmt |
| Fundraising | $35,988 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,915 | TotalAmt |
| Program Services | $742,392 | ProgramServicesAmt |
| Management And General | $91,333 | ManagementAndGeneralAmt |
| Fundraising | $4,190 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING SERVICES | $6,453,703 | $6,453,703 | ||
| OTHER EXPENSE | $6,247,151 | $4,629,463 | $1,374,020 | $243,668 |
| UNCOLLECTIBLES | $723,913 | $723,913 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,738,170 | TotalAmt |
| Program Services | $121,095,707 | ProgramServicesAmt |
| Management And General | $10,599,822 | ManagementAndGeneralAmt |
| Fundraising | $2,042,641 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,587 | BOYAmt |
| EOY | $6,448 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,172,203 | BOYAmt |
| EOY | $37,032,477 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,511,407 | BOYAmt |
| EOY | $4,281,948 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,262 | BOYAmt |
| EOY | $2,402,889 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,727 | BOYAmt |
| EOY | $585,187 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,947 | BOYAmt |
| EOY | $191,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,810 | BOYAmt |
| EOY | $1,725,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,567,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,685,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,761,984 | BOYAmt |
| EOY | $92,882,713 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,717,392 | BOYAmt |
| EOY | $52,282,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,174,844 | BOYAmt |
| EOY | $9,613,897 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,910,501 | BOYAmt |
| EOY | $9,867,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,235,664 | BOYAmt |
| EOY | $210,873,237 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,889,814 | BOYAmt |
| EOY | $10,055,325 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,759,730 | BOYAmt |
| EOY | $6,113,479 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,657,610 | BOYAmt |
| EOY | $57,586,621 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,642,866 | BOYAmt |
| EOY | $13,582,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,210,020 | BOYAmt |
| EOY | $87,338,385 | 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 | $46,810,207 | BOYAmt |
| EOY | $53,743,725 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,215,437 | BOYAmt |
| EOY | $69,791,127 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,025,644 | BOYAmt |
| EOY | $123,534,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,235,664 | BOYAmt |
| EOY | $210,873,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,938,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $898,877 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $671,382 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 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 | $6,654 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $13,382 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $20,036 | 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 | MSMU IS A MEMBER OF THE MARYLAND INDEPENDENT COLLEGE AND UNIVERSITY ASSOCIATION (MICUA) A MICUA ALLOCATES A PORTION OF THE DUES ASSESSMENT TO NONDEDUCTIBLE LOBBYING AND POLITICAL EXPENDITURES. THIS REPRESENTS THE % OF DUES ALLOCATED TO THAT ACTIVITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $713,535 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,202,444 | BeginningYearBalanceAmt |
| Contributions | $769,290 | ContributionsAmt |
| Investment Earnings Or Losses | $3,870,807 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,592,904 | OtherExpendituresAmt |
| Administrative Expenses | $236,127 | AdministrativeExpensesAmt |
| End Year Balance | $61,013,510 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,126,845 | BeginningYearBalanceAmt |
| Contributions | $2,927,792 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,228,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,402,702 | OtherExpendituresAmt |
| Administrative Expenses | $220,657 | AdministrativeExpensesAmt |
| End Year Balance | $59,202,444 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,459,144 | BeginningYearBalanceAmt |
| Contributions | $612,473 | ContributionsAmt |
| Investment Earnings Or Losses | $11,562,469 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,280,221 | OtherExpendituresAmt |
| Administrative Expenses | $210,105 | AdministrativeExpensesAmt |
| End Year Balance | $64,143,760 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,281,563 | BeginningYearBalanceAmt |
| Contributions | $952,600 | ContributionsAmt |
| Investment Earnings Or Losses | $1,697,479 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,270,100 | OtherExpendituresAmt |
| Administrative Expenses | $202,398 | AdministrativeExpensesAmt |
| End Year Balance | $54,459,144 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,340,389 | BeginningYearBalanceAmt |
| Contributions | $1,527,172 | ContributionsAmt |
| Investment Earnings Or Losses | $2,568,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,961,328 | OtherExpendituresAmt |
| Administrative Expenses | $193,469 | AdministrativeExpensesAmt |
| End Year Balance | $54,281,563 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20650 | 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 | $2,063,503 | OtherCostOrOtherBasisAmt |
| Book Value | $2,063,503 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,529,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,245,300 | DepreciationAmt |
| Book Value | $73,284,534 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,509 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,109,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,912,626 | DepreciationAmt |
| Book Value | $12,196,514 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,822,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $484,772 | DepreciationAmt |
| Book Value | $5,338,162 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $92,882,713 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUNITIES PAYABLE | $598,991 |
| US GOVERNMENT ADVANCES FOR STUDENT LOANS | $339,726 |
| DEPOSITS | $128,668 |
| LEASE PAYABLE | $318,193 |
| OTHER LIABILITIES | $20,143 |
| NON-RECOURSE OBLIGATION | $6,578,917 |
| RIGHT-OF-USE LEASE PAYABLE | $5,598,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,582,960 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,843,234 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $898,877 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$42,269,194 | OtherRevenueAmt |
| Revenue Not Reported | -$41,370,317 | RevenueNotReportedAmt |
| Revenue Subtotal | $128,213,551 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $236,127 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,227,441 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,463,568 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $135,677,119 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,334,026 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,478,925 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,478,925 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,855,101 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $236,127 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $52,646,942 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,883,069 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,738,170 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTION CONSISTS OF ITEMS ASSOCIATED WITH THE HISTORY OF THE UNIVERSITY AND IS MAINTAINED IN THE ARCHIVES. THERE ARE ALSO VARIOUS WORKS OF ART IN CHAPELS ACROSS CAMPUS. THIS COLLECTION PROMOTES OUR EDUCATIONAL PURPOSE BY PROVIDING HISTORICALLY SIGNIFICANT RESEARCH MATERIAL FOR STUDENTS AND PROFESSORS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT PROVIDES FUNDS TO SUPPORT STUDENT FINANCIAL AID, FACULTY SALARIES AND THE GENERAL OPERATIONS OF THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR 2023 OR 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES NETTED AGAINST STUDENT REVENUE -52,646,942. RELATED ENTITY REVENUE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 9,706,366. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 671,382. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EQUITY IN INCOME OF SUBSIDIARY 7,227,441. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 2,478,925. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES NETTED AGAINST STUDENT REVENUE 52,646,942. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS OPENLY REPORTED TO THE PUBLIC THROUGH THE UNIVERSITY'S WEBSITE, STUDENT CATALOGS, EMPLOYMENT POLICIES AND PROCEDURES AND THROUGH PUBLIC RELATIONS EFFORTS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDS FROM FEDERAL AND STATE AGENCIES FOR STUDENT FINANCIAL AID AND OTHER PURPOSES. FUNDING SOURCES WERE US DEPARTMENT OF EDUCATION, FEDERAL EMERGENCY MANAGEMENT AGENCY, NATIONAL SCIENCE FOUNDATION, NATIONAL INSTITUTE OF HEALTH, STATE OF MARYLAND SELLINGER PROGRAM, MARYLAND CENTER FOR COMPUTING EDUCATION, MARYLAND DEPARTMENT OF COMMERCE AND MARYLAND DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 3 | PROGRAM SERVICES | FACULTY MEMBERS TEACHING STUDENTS ABROAD | $48,410 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | FACULTY MEMBERS TEACHING STUDENTS ABROAD | $25,139 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $1,976,618 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $2,075,167 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,075,167 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RO WALKER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11511 SKIPWITH LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING COUNSEL & COMMUNICATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $91,900 | RetainedByContractorAmt |
| Net To Organization | -$91,900 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $91,900 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$91,900 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | "MATTY CUP" GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $27,090 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $27,090 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $749 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,078 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,639 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $468 | OtherDirectExpensesEvent1Amt |
| Event2 | BASEBALL FUNDRAISER GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $25,645 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,695 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,950 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,800 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,350 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,669 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,943 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,698 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $12,538 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,160 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $42,734 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,913 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $91,433 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,233 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,200 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,800 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $749 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,428 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,042 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,324 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,343 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,143 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $26,821 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,070 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $26,821 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,070 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $2,070 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $24,751 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | ROBERT RUDD | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ROBERT RUDD | GamingManagerPersonNm |
| Gaming Manager Compensation | $2,696 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | SECURING GAMING LICENSES AND MANAGING GAMING EVENTS. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| STUDENT FINANCIAL AID | 2127 | $52,646,942 | BOOK VALUE | ASSIST WITH COST OF TUITION, ROOM AND BOARD | |
| HEERF III DISTRIBUTION TO STUDENTS | 472 | $521,416 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S USE OF GRANT FUNDS IS TO PROVIDE FINANCIAL AID TO OUR STUDENTS. WE MONITOR THE USE OF THESE UNIVERSITY FUNDS IN ACCORDANCE WITH ESTABLISHED LEVELS OF AWARDS BASED ON A STUDENT'S MERIT CLASSIFICATION AND ON AN ANNUAL BUDGET. THE UNIVERSITY FOLLOWS ALL REGULATIONS RELATIVE TO THE AWARDING OF FINANCIAL ASSISTANCE WHICH IS MONITORED BY THE FINANCIAL AID OFFICE. THE UNIVERSITY RECEIVED CARES ACT AND HEERF FUND DISTRIBUTIONS FROM THE FEDERAL GOVERNMENT. THESE FUNDS WERE DIRECTED BY THE FEDERAL GOVERNMENT TO BE DISTRIBUTED TO STUDENTS WHO WERE FINANCIALLY IMPACTED BY COVID 19. THE UNIVERSITY ACTED AS A PASS THROUGH OF THESE FUNDS AS THEY WERE RECEIVED AND THEN DISTRIBUTED VIA CHECK TO THOSE STUDENTS WITH MOST NEED AS A RESULT OF THE PANDEMIC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY E TRAINOR | ||||||||||||||
| PRESIDENT | $425,000 | $0 | $0 | $0 | $7,916 | $0 | $98,300 | $0 | $19,987 | $0 | $551,203 | $0 | $0 | $0 |
| WILLIAM E DAVIES | ||||||||||||||
| VP, BUSINESS & FINANCE | $264,372 | $0 | $0 | $0 | $25,340 | $0 | $16,362 | $0 | $27,289 | $0 | $333,363 | $0 | $0 | $0 |
| JACK J CHIELLI | ||||||||||||||
| VP, COMM & ENROLL MGT | $222,699 | $0 | $0 | $0 | $4,601 | $0 | $13,771 | $0 | $30,125 | $0 | $271,196 | $0 | $0 | $0 |
| DR BOYD CREASMAN | ||||||||||||||
| VP, ACADEMIC AFFAIRS & PROVOST | $223,830 | $0 | $0 | $0 | $3,240 | $0 | $13,771 | $0 | $15,251 | $0 | $256,092 | $0 | $0 | $0 |
| ROBERT J BRENNAN | ||||||||||||||
| VP, ADVANCEMENT THRU 6/30/2023 | $175,878 | $0 | $0 | $0 | $10,019 | $0 | $9,000 | $0 | $32,415 | $0 | $227,312 | $0 | $0 | $0 |
| DANIEL F ENGELSTAD | ||||||||||||||
| HEAD MEN'S BASKETBALL COACH | $206,088 | $0 | $2,000 | $0 | $400 | $0 | $12,450 | $0 | $2,351 | $0 | $223,289 | $0 | $0 | $0 |
| KRAIG SHEETZ | ||||||||||||||
| EXEC. VICE PRESIDENT THRU 5/19/2023 | $201,369 | $0 | $0 | $0 | $977 | $0 | $12,120 | $0 | $2,346 | $0 | $216,812 | $0 | $0 | $0 |
| DR PAULA M WHETSEL-RIBEAU | ||||||||||||||
| VP, EQUITY AND SUCCESS | $182,093 | $0 | $0 | $0 | $4,216 | $0 | $11,093 | $0 | $11,898 | $0 | $209,300 | $0 | $0 | $0 |
| LEVI ESSES | ||||||||||||||
| VP, STUDENT LIFE | $157,030 | $0 | $0 | $0 | $336 | $0 | $4,950 | $0 | $29,103 | $0 | $191,419 | $0 | $0 | $0 |
| JOHN NAURIGHT | ||||||||||||||
| DEAN, BOLTE SCHOOL OF BUSINESS | $113,517 | $0 | $0 | $0 | $46,141 | $0 | $7,129 | $0 | $19,106 | $0 | $185,893 | $0 | $0 | $0 |
| CHRISTINE MCCAUSLIN | ||||||||||||||
| DEAN OF THE SCHOOL OF SCIENCE | $169,795 | $0 | $0 | $0 | $1,021 | $0 | $9,696 | $0 | $2,517 | $0 | $183,029 | $0 | $0 | $0 |
| LYNNE ROBINSON | ||||||||||||||
| ATHLETIC DIRECTOR | $148,164 | $0 | $0 | $0 | $1,327 | $0 | $9,150 | $0 | $11,408 | $0 | $170,049 | $0 | $0 | $0 |
| DAVID M MCCARTHY | ||||||||||||||
| ASSOCIATE PROVOST/PROFESSOR | $157,145 | $0 | $0 | $0 | $0 | $0 | $9,365 | $0 | $342 | $0 | $166,852 | $0 | $0 | $0 |
| JENNIFER STAIGER | ||||||||||||||
| ASSOC PROVOST OF GRADUATE | $154,351 | $0 | $0 | $0 | $781 | $0 | $9,363 | $0 | $2,036 | $0 | $166,531 | $0 | $0 | $0 |
| MARY JACKSON | ||||||||||||||
| DIR SCHOOL OF HEALTH PROFESSIONS | $155,868 | $0 | $0 | $0 | $341 | $0 | $9,393 | $0 | $837 | $0 | $166,439 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IT IS THE UNIVERSITY'S POLICY TO REIMBURSE EMPLOYEES FOR BUSINESS EXPENSES INCURRED BY THE EMPLOYEE TO FURTHER THE MISSION OF THE UNIVERSITY. INFREQUENTLY, IN ACCORDANCE WITH IRS GUIDELINES, THE UNIVERSITY MAY REIMBURSE AN EMPLOYEE FOR THE COST OF A SPOUSE WHO ATTENDS A FUNCTION HAVING A SIGNIFICANT ROLE OR IS INVOLVED WITH FUNDRAISING WHICH CONSTITUTES A BUSINESS PURPOSE. THESE AMOUNTS ARE TAXABLE AND PROPERLY REPORTED ON THE FORM W-2. THE UNIVERSITY HAS AN EMPLOYMENT CONTRACT WITH ITS PRESIDENT TIM TRAINOR. IN ACCORDANCE WITH THE TERMS OF THIS CONTRACT THE UNIVERSITY PROVIDES HOUSING FOR THE PRESIDENT FOR THE CONVENIENCE OF THE EMPLOYER WHICH IS A NON-TAXABLE BENEFIT IN ACCORDANCE WITH IRS GUIDELINES. THE VALUE OF THE NON-TAXABLE HOUSING WAS ESTIMATED AT $15,540. THE UNIVERSITY HAS AN EMPLOYMENT CONTRACT WITH ITS VICE PRESIDENT ANDREW BAKER. IN ACCORDANCE WITH THE TERMS OF THIS CONTRACT THE UNIVERSITY PROVIDES HOUSING FOR THE CONVENIENCE OF THE EMPLOYER WHICH IS A NON-TAXABLE BENEFIT IN ACCORDANCE WITH IRS GUIDELINES. THE VALUE OF THE NON-TAXABLE HOUSING WAS $11,265. |
| PART I, LINES 4A-B | TIMOTHY TRAINER PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F) AND THE UNIVERSITY CONTRIBUTED $80,000 DURING CALENDAR YEAR 2022. THIS AMOUNT IS PROPERLY REPORTED ON SCHEDULE J, PART II, COLUMN (C). JOHN NAURIGHT RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $44,187. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| TOWN OF EMMITSBURG | ||||||||
| A | 526017142 | 2009-12-29 | $1,250,000 | RENOVATIONS TO RESIDENCE HALL | 0 | 0 | 0 | |
| COUNTY COMMISSIONERS OF FREDERICK COUNTY | ||||||||
| B | 526000943 | 2017-12-21 | $59,172,319 | DEBT REFINANCING | 0 | 0 | 0 | 355697CG6 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,000,000 | $1,250,000 | $92,516 | $1,157,484 | 2010 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | $59,172,319 | $1,146,332 | $3,007,599 | Yes (1) | 0 | 0 | Yes (1) | $1,920,000 | $3,822,499 | $51,195,889 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SERIES 2017A BOND | FormAndLineReferenceDesc |
| Explanation | THE ISSUES PRICE OF THE BOND PER FORM 8038 WAS $59,172,319 AND THE STATED REDEMPTION OF THE BOND IS 54,590,000. THE DIFFERENCE BETWEEN THE TWO REPRESENTS NONREFUNDING PROCEDS OF THE ISSUES IN THE AMOUNT OF $3,007,599. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $730,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPORTING THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE UNIVERSITY'S GOVERNING BODY BEFORE FILING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE OFFICE OF THE PRESIDENT. CONFLICTS WITH MEMBERS OF THE BOARD OF TRUSTEES ARE DISCLOSED, AND DISTRIBUTED TO RELEVANT DEPARTMENTS ANNUALLY. TRANSACTIONS WITH THESE PARTIES ARE SEPARATELY REVIEWED. AN INDIVIDUAL OR TRUSTEE WITH A CONFLICT REMOVES THEMSELVES FOR THE DELIBERATIONS AND DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT PRESENTS A SELF-EVALUATION TO THE BOARD OF TRUSTEES BASED ON AGREED UPON PERFORMANCE GOALS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW SALARY AND BENEFIT COMPARISON DATA COMPILED FROM SEVERAL SOURCES FOR INSTITUTIONS OF SIMILAR SIZE AND SCOPE. THE FULL BOARD DISCUSSES THE PRESIDENT'S PERFORMANCE AND REVIEWS THE COMPARATIVE SALARY DATA. THE EXECUTIVE COMMITTEE MAKES THE FINAL DECISION ON THE PRESIDENT'S SALARY AND DEFERRED COMPENSATION IF APPLICABLE, WHICH IS COMMUNICATED TO THE FULL BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND THE MEETINGS ARE DOCUMENTED BY FORMAL MINUTES. FOR OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES, SURVEY DATA PROVIDED BY CUPA IS USED ALONG WITH COMPENSATION DATA FROM PEER ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 671,382. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOUNT CLUB INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
| Primary Activities | LIQUOUR SALES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | 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 | MOUNT SAINT MARYS UNIVERSITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT ST MARY'S SEMINARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG RD | AddressLine1Txt |
| City | EMMITSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611936188 | EIN |
| Primary Activities | TO SUPPORT UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARYS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MOUNT ST MARY' SEMINARY | ||
| L | $192,218 | ALLOCATED |
| MOUNT ST MARY' SEMINARY | ||
| N | $1,369,540 | ALLOCATED |
| MOUNT ST MARY' SEMINARY | ||
| O | $1,018,075 | ALLOCATED |
| MOUNT ST MARY' SEMINARY | ||
| Q | $1,928,947 | ALLOCATED |
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