CHATHAM UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHATHAM UNIVERSITY (EIN 25-0717890)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202411349349303531
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T11:45:42-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250717890EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHATHAM UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHATBusinessNameControlTxt
Phone4123651145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 WOODLAND ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEILEEN E PETULAPersonNm
Person TitleINTERIM COOPersonTitleTxt
Phone4123651145PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEILEENPersonFirstNm
Person LastPETULAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDR RHONDA PHILLIPSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 WOODLAND ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15232ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$140,809,590GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CHATHAM.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPROVISION OF UNDERGRADUATE AND GRADUATE EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee1482TotalEmployeeCnt
Total Volunteers303TotalVolunteersCnt
Total Gross UBI-$3,663TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,311,639PYContributionsGrantsAmt
CY Contributions Grants$14,871,495CYContributionsGrantsAmt
PY Program Service Revenue$78,986,910PYProgramServiceRevenueAmt
CY Program Service Revenue$82,787,001CYProgramServiceRevenueAmt
PY Investment Income$3,621,604PYInvestmentIncomeAmt
CY Investment Income$19,545,904CYInvestmentIncomeAmt
PY Other Revenue$43,036PYOtherRevenueAmt
CY Other Revenue$217,160CYOtherRevenueAmt
PY Total Revenue$90,963,189PYTotalRevenueAmt
CY Total Revenue$117,421,560CYTotalRevenueAmt
PY Grants And Similar Paid$28,184,222PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,139,715CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$38,107,483PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$41,079,281CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,530,483CYTotalFundraisingExpenseAmt
PY Other Expenses$30,262,668PYOtherExpensesAmt
CY Other Expenses$34,451,984CYOtherExpensesAmt
PY Total Expenses$96,554,373PYTotalExpensesAmt
CY Total Expenses$103,670,980CYTotalExpensesAmt
PY Revenues Less Expenses-$5,591,184PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,750,580CYRevenuesLessExpensesAmt
Total Assets BOY$215,872,395TotalAssetsBOYAmt
Total Assets EOY$217,295,408TotalAssetsEOYAmt
Total Liabilities BOY$83,949,422TotalLiabilitiesBOYAmt
Total Liabilities EOY$85,287,626TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$131,922,973NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$132,007,782NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCHATHAM UNIVERSITY PREPARES WOMEN AND MEN TO BE WORLD READY: TO BUILD LIVES OF PURPOSE AND VALUE AND FULFILLING WORK. (SEE CONTINUATION ON SCHEDULE O) IN ADDITION TO APPROPRIATE PROFESSIONAL SKILLS AND LIBERAL ARTS LEARNING, CHATHAM BELIEVES THAT WORLD READINESS MEANS BEING AN INFORMED AND ENGAGED CITIZEN IN ONE'S COMMUNITIES; RECOGNIZING AND RESPECTING DIVERSITY OF CULTURE, IDENTITY AND OPINION; AND LIVING SUSTAINABLY ON THE PLANET.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$80,172,496ExpenseAmt
Grant$28,139,715GrantAmt
Revenue$73,153,273RevenueAmt
DescACADEMIC AND INSTRUCTIONAL EDUCATION: SEE CONTINUATION ON SCHEDULE OACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, CHATHAM UNIVERSITY IS A COED INSTITUTION THAT GRANTS BACHELOR, MASTER AND DOCTORATE LEVEL DEGREES THROUGH FOUR DISTINCTIVE SCHOOLS: THE FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT (HOUSED WITHIN OUR EDEN HALL CAMPUS, THE WORLD'S FIRST CAMPUS BUILT FROM THE GROUND UP FOR THE STUDY OF SUSTAINABILITY), THE SCHOOL OF HEALTH SCIENCES, THE SCHOOL OF ARTS, SCIENCE AND BUSINESS, AND THE SCHOOL OF CONTINUING AND PROFESSIONAL STUDIES. STUDENTS CAN CHOOSE FROM OVER 40 UNDERGRADUATE MAJORS AND OVER 20 MASTERS AND DOCTORAL PROGRAMS, AND ONLINE COURSES OF STUDY. THE UNIVERSITY'S TOTAL ENROLLMENT AS OF FALL 2023 WAS 2,319 STUDENTS. STUDENT AND COMMUNITY SERVICES: CHATHAM UNIVERSITY STRIVES TO DEVELOP THE WHOLE STUDENT - BOTH IN AND OUTSIDE THE CLASSROOM. WE OFFER ON AND OFF-CAMPUS OPPORTUNITIES FOR PROFESSIONAL SKILL-BUILDING AND EXPERIENTIAL LEARNING. INTERNSHIPS AND MENTORSHIPS OFFER SUPPORT. STUDENT AFFAIRS PLAY AN INTEGRAL ROLE IN HELPING OUR STUDENTS ENHANCE THEIR PHYSICAL, MENTAL, AND SOCIAL WELL-BEING. COUGARS CARE, AN EARLY INTERVENTION SYSTEM TO AID STUDENTS IN NEED AND CELEBRATE STUDENT SUCCESS, PLAYS A CRUCIAL ROLE IN IDENTIFYING STUDENTS WHO MAY BENEFIT FROM ADDITIONAL SUPPORT AND HELPS FACILITATE INFORMATION SHARING. STUDENTS HAVE A VARIETY OF OPPORTUNITIES HIGHLIGHTED IN THE ANNUAL ACTIVITIES CALENDAR FEATURING OVER 300 EVENTS AND HAPPENINGS THROUGHOUT THE YEAR. STUDENTS LIVING ON CAMPUS ARE WELCOMED INTO A LIVING AND LEARNING ENVIRONMENT WHERE WELLNESS AND A STRONG SENSE OF COMMUNITY PREVAIL. CHATHAM HAS BEEN SELECTED AS ONE OF ONLY A SMALL NUMBER OF UNIVERSITIES FOR THE 2022 PRINCETON REVIEW'S GREEN HONOR ROLL, WHICH RECOGNIZES THE MOST ENVIRONMENTALLY RESPONSIBLE COLLEGES ACROSS THE UNITED STATES. CHATHAM EARNED A PERFECT GREEN RATING SCORE 99 OUT OF 99, WHICH MEASURES "A SCHOOL'S PERFORMANCE AS AN ENVIRONMENTALLY AWARE AND PREPARED INSTITUTION." AS PART OF A HOLISTIC APPROACH TO STUDENT DEVELOPMENT, THE OFFICE OF STUDENT HEALTH AND WELLNESS IS RESPONSIBLE FOR COORDINATING THE PHYSICAL, MENTAL, AND WELLNESS LIFESTYLE OF OUR STUDENTS, PROVIDING SOCIAL AND SUPPORT SERVICES TO OUR STUDENTS AND THE CHATHAM COMMUNITY. LIBRARY SERVICES: THE JENNIE KING MELLON LIBRARY HAS ADDED NEW RESOURCES THAT SUPPORT THE LEARNING AND TEACHING MISSION OF CHATHAM UNIVERSITY, INCLUDING A NUMBER OF FULL-TEXT JOURNAL DATABASES. THE LIBRARY STAFF CONTINUES TO DEVOTE SIGNIFICANT AMOUNTS OF TIME TO RESEARCH CONSULTATIONS. THE ARCHIVE COLLECTION HAS BENEFITTED FROM ENDOWED SUPPORT AND INCREASED STAFF HOURS TO AID IN DOCUMENTATION, ORGANIZATION, AND PRESERVATION.THE UNIVERSITY HOSTS NUMEROUS EVENTS ON CAMPUS, MANY OF WHICH ARE SPONSORED BY FUNDED CENTERS INCLUDING THE CENTER FOR WOMEN'S ENTREPRENEURSHIP, THE PENNSYLVANIA CENTER FOR WOMEN IN POLITICS, AND THE WOMEN'S INSTITUTE. OUR NEWEST ADDITION, THE CENTER FOR REGIONAL AGRICULTURE, FOOD, AND TRANSFORMATION, IS FUNDED BY A 2022 GRANT FROM THE USDA AND SUPPORTS THE COMMUNITY AND EDUCATES STUDENTS ON ISSUES RELATED TO FOOD SYSTEMS. IN ADDITION, VARIOUS PERFORMING AND VISUAL ARTS EVENTS, PARTICULARLY THOSE FOCUSING ON THE THEMATIC MISSIONS OF THE UNIVERSITY (GLOBAL, SUSTAINABILITY AND THE ENVIRONMENT, AND ENGAGEMENT AND RESPONSIBILITY) ARE HELD THROUGHOUT THE ACADEMIC YEAR THAT ARE FREE AND OPEN TO THE PUBLIC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,197,794ExpenseAmt
Revenue$9,633,728RevenueAmt
DescAUXILIARY SERVICES: SEE CONTINUATION ON SCHEDULE OIN MAY 2008, THE UNIVERSITY RECEIVED THE 388-ACRE EDEN HALL FARM CAMPUS AS A GIFT FROM THE EDEN HALL FOUNDATION. LOCATED NORTH OF PITTSBURGH IN RICHLAND TOWNSHIP AND APPROXIMATELY 20 MILES FROM CHATHAM'S HISTORIC SHADYSIDE CAMPUS, EDEN HALL CAMPUS IS HOME TO OUR FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT AND OFFERS UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AS WELL AS PROGRAMMING FOR THE SURROUNDING COMMUNITIES. THE UNIVERSITY OWNS THE OLDEST CIVIL WAR-ERA HOME ON FIFTH AVENUE, THE HOWE-CHILDS GATE HOUSE, WHICH NOW SERVES AS A GUEST HOUSE FOR UNIVERSITY VISITORS AS WELL AS HEADQUARTERS FOR THE CAMPUS ARBORETUM. THE UNIVERSITY IS HOME TO THE OLKES COLLECTION OF AFRICAN ART, ONE OF THE MOST SIGNIFICANT COLLECTIONS OF AFRICAN TRIBAL ART IN THE TRISTATE REGION. CHATHAM OFFERS A NATIONAL COLLEGIATE ATHLETIC ASSOCIATION (NCAA) DIVISION III ATHLETIC PROGRAM FEATURING TWENTY-ONE VARSITY SPORTS (ELEVEN WOMEN'S AND TEN MEN'S), ANCHORED OUT OF OUR IMPRESSIVE 78,000 SQUARE FOOT ATHLETIC AND FITNESS CENTER. IN 2020, THE UNIVERSITY COMPLETED THE RENOVATION OF UPMC GRAHAM FIELD, THE HISTORIC HOME OF WILKINSBURG HIGH SCHOOL FOOTBALL. UPMC GRAHAM FIELD IS THE HOME FIELD FOR THE UNIVERSITY'S MENS AND WOMENS' SOCCER AND LACROSSE TEAMS AND IS AVAILABLE FOR LOCAL HIGH SCHOOL AND COMMUNITY ATHLETIC PROGRAMS' USE. THE RENOVATION WAS FUNDED IN PART BY THE COMMONWEALTH OF PENNSYLVANIA, HONORABLE TOM WOLF, GOVERNOR, UPMC, DOLLAR BANK AND THE RUST FOUNDATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$86,370,290TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document359IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1482EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EILEEN E PETULABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4123651145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 WOODLAND ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15232ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID FINEGOLD
PRESIDENT (EXIT 5/23)60.000.00Yes (X)Yes (X)$463,732$0$154,889
DAVID M HALL
CHAIR3.500.00Yes (X)Yes (X)$0$0$0
KENT MCELHATTAN
VICE CHAIR3.500.00Yes (X)Yes (X)$0$0$0
ARADHNA OLIPHANT
SECRETARY (EXIT 6/23)3.500.00Yes (X)Yes (X)$0$0$0
SANDRA RADER
SECRETARY (EFFECTIVE 6/23)3.000.00Yes (X)Yes (X)$0$0$0
SNEHAL DESAI
TREASURER3.500.00Yes (X)Yes (X)$0$0$0
KEVIN ACKLIN
TRUSTEE3.000.00Yes (X)$0$0$0
G NICHOLAS BECKWITH III
TRUSTEE3.001.00Yes (X)$0$0$0
BROOKS BROADHURST
TRUSTEE3.000.00Yes (X)$0$0$0
LOUISE R BROWN
TRUSTEE3.000.00Yes (X)$0$0$0
JANE BURGER
TRUSTEE3.000.00Yes (X)$0$0$0
DAVID BUSH
TRUSTEE (ENTER 2/23)3.000.00Yes (X)$0$0$0
ANNETTE CALGARO
TRUSTEE3.000.00Yes (X)$0$0$0
CARLA CASTAGNERO
TRUSTEE3.000.00Yes (X)$0$0$0
LYNETTE CHARITY
TRUSTEE3.000.00Yes (X)$0$0$0
KATHI ELLIOTT
TRUSTEE3.000.00Yes (X)$0$0$0
SIGO FALK
TRUSTEE3.000.00Yes (X)$0$0$0
JOANNE FIEDLER
TRUSTEE3.000.00Yes (X)$0$0$0
JOANNE LAIPSON
TRUSTEE3.000.00Yes (X)$0$0$0
SCHAZZ LEE
TRUSTEE3.000.00Yes (X)$0$0$0
REBECCA LUCORE
TRUSTEE3.000.00Yes (X)$0$0$0
W DUFF MCCRADY
TRUSTEE3.000.00Yes (X)$0$0$0
STEPHANIE NOVOSEL
TRUSTEE3.000.00Yes (X)$0$0$0
S MURRAY RUST III
TRUSTEE (EXIT 8/22)3.500.00Yes (X)$0$0$0
HENRY J SIMONDS
TRUSTEE3.000.00Yes (X)$0$0$0
MARY B TEMPLETON ESQ
TRUSTEE3.000.00Yes (X)$0$0$0
BONNIE W VANKIRK
TRUSTEE3.000.00Yes (X)$0$0$0
TAMARA WATKINS
TRUSTEE (ENTER 2/23)3.000.00Yes (X)$0$0$0
LALAH C WILLIAMS
TRUSTEE (ENTER 2/23)3.000.00Yes (X)$0$0$0
JENNIFER P WINTON
TRUSTEE3.500.00Yes (X)$0$0$0
CIERA YOUNG
TRUSTEE (EXIT 10/22)3.000.00Yes (X)$0$0$0
WALTER B FOWLER
SR VP FOR FINANCE & ADMIN (EXIT 9/22)60.000.00Yes (X)$278,466$0$36,799
JENNIFER HOERSTER
VP FINANCE/ADMIN (EXIT 6/23)60.000.00Yes (X)$169,418$0$24,901
SEAN COLEMAN - VP OF PLANNING
& ASSISTANT SECRETARY (EXIT 6/23)60.000.00Yes (X)$147,588$0$19,154
EILEEN PETULA
INTERIM COO (ENTER 5/23)40.000.00Yes (X)$0$0$0
JENNA TEMPLETON
VP FOR ACADEMIC AFFAIRS (EXIT 5/23)60.000.00$221,094$0$34,721Yes (X)
CAREY MILLER
VP FOR UNIVERSITY ADVANCEMENT60.000.00$212,735$0$19,417Yes (X)
WILLIAM T CAMPBELL
VP MARKETING & COMMUNICATIONS60.000.00$194,653$0$35,213Yes (X)
AMY BECHER
VP FOR ENROLLMENT MANAGEMENT60.000.00$202,331$0$22,443Yes (X)
LOUIS G LEONARD
DEAN, FALK SCHOOL FOR SUSTAINABILITY60.000.00$192,640$0$30,341Yes (X)
PAUL D STEINHAUS
CIO, DIRECTOR OF INFO TECHNOLOGY60.000.00$167,453$0$31,734Yes (X)
ANTHONY GORECZNY
PROFESSOR OF HEALTH SCIENCES60.000.00$148,359$0$27,752Yes (X)
MARY JO LOUGHRAN
PROFESSOR OF COUNSELING PSYCHOLOGY40.000.00$146,967$0$18,990Yes (X)
ALICE JULIER
PROFESSOR OF FOOD STUDIES40.000.00$144,342$0$12,119Yes (X)
LISA LAMBERT
ASST. VP OF ACADEMIC AFFAIRS40.000.00$134,224$0$17,460Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,824,002TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$485,933TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K44IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PARKHURST DINING SERVICES
PO BOX 644091PITTSBURGHPA15264FOOD SERVICE$3,327,925
MOSITES CONSTRUCTIONS
400 MOSITES WAY STE 100PITTSBURGHPA15205GENERAL CONTRACTOR$2,931,926
EAB GLOBAL INC (AKA ROYALL)
PO BOX 603519CHARLOTTENC28260ENROLLMENT SERVICES$834,557
RUTHRAUFF SERVICE LLC
PO BOX 645404PITTSBURGHPA152645404HVAC SERVICES$454,466
ANTHOLOGY INC
PO BOX 850001ORLANDOFL328859908STUDENT MGMT SYSTEM$392,296
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K34CntrctRcvdGreaterThan100KCnt
Government Grants$8,030,175GovernmentGrantsAmt
All Other Contributions$6,841,320AllOtherContributionsAmt
Noncash Contributions$52,101NoncashContributionsAmt
Total Contributions$14,871,495TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$73,153,273$73,153,273
AUXILIARY ENTERPRISES900099$9,633,728$9,633,728
FieldValueIRS element (for citing)
Total Program Service Revenue$82,787,001TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,289,188TotalRevenueColumnAmt
Unrelated Business Revenue$3,672UnrelatedBusinessRevenueAmt
Exclusion$1,285,516ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,650,971RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,433,811RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$217,160RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,160TotalRevenueColumnAmt
Unrelated Business Revenue-$7,335UnrelatedBusinessRevenueAmt
Exclusion$224,495ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$38,569,424SecuritiesAmt
Other$641,511OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,954,219SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,615,205SecuritiesAmt
Other$641,511OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,256,716TotalRevenueColumnAmt
Exclusion$18,256,716ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,421,560TotalRevenueColumnAmt
Related Or Exempt Func Income$82,787,001RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$3,663UnrelatedBusinessRevenueAmt
Exclusion$19,766,727ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27,984,315TotalAmt
Program Services$27,984,315ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$130,400TotalAmt
Program Services$130,400ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,220,079TotalAmt
Program Services$1,672,317ProgramServicesAmt
Management And General$473,921ManagementAndGeneralAmt
Fundraising$73,841FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,211,498TotalAmt
Program Services$23,666,140ProgramServicesAmt
Management And General$6,499,569ManagementAndGeneralAmt
Fundraising$1,045,789FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,827,427TotalAmt
Program Services$1,372,075ProgramServicesAmt
Management And General$385,291ManagementAndGeneralAmt
Fundraising$70,061FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,477,892TotalAmt
Program Services$2,258,412ProgramServicesAmt
Management And General$1,149,671ManagementAndGeneralAmt
Fundraising$69,809FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,342,385TotalAmt
Program Services$1,803,867ProgramServicesAmt
Management And General$461,518ManagementAndGeneralAmt
Fundraising$77,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35,626TotalAmt
Management And General$35,626ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,282TotalAmt
Management And General$19,282ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$61,741TotalAmt
Program Services$61,741ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$280,298TotalAmt
Management And General$280,298ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,260,927TotalAmt
Program Services$3,930,762ProgramServicesAmt
Management And General$4,241,638ManagementAndGeneralAmt
Fundraising$88,527FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,793,715TotalAmt
Program Services$2,773,201ProgramServicesAmt
Management And General$20,514ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$806,115TotalAmt
Program Services$716,609ProgramServicesAmt
Management And General$40,975ManagementAndGeneralAmt
Fundraising$48,531FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$754,279TotalAmt
Program Services$499,613ProgramServicesAmt
Management And General$254,666ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,765,286TotalAmt
Program Services$1,697,908ProgramServicesAmt
Management And General$20,691ManagementAndGeneralAmt
Fundraising$46,687FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,912,224TotalAmt
Program Services$2,418,138ProgramServicesAmt
Management And General$494,086ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,527,255TotalAmt
Program Services$7,496,741ProgramServicesAmt
Management And General$1,030,514ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$182,509TotalAmt
Program Services$94,181ProgramServicesAmt
Management And General$88,328ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES EXPENSE$4,507,017$4,336,203$167,099$3,715
ACADEMIC DEPT PROGRAMS$1,753,033$1,719,165$33,868$0
FOOD SERVICE$1,699,236$1,686,652$6,061$6,523
TAXES$60,515$0$60,515$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$32,926TotalAmt
Program Services$26,850ProgramServicesAmt
Management And General$6,076ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$103,670,980TotalAmt
Program Services$86,370,290ProgramServicesAmt
Management And General$15,770,207ManagementAndGeneralAmt
Fundraising$1,530,483FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$3,601,509EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,496,290BOYAmt
EOY$4,000,506EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,938,976BOYAmt
EOY$3,112,022EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,300,368BOYAmt
EOY$7,579,513EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$375,000BOYAmt
EOY$500,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$239,332BOYAmt
EOY$148,089EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$743,127BOYAmt
EOY$1,037,068EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$245,749,298LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$124,467,449LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$114,417,946BOYAmt
EOY$121,281,849EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$64,510,699BOYAmt
EOY$52,445,866EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,786,082BOYAmt
EOY$19,297,129EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,064,575BOYAmt
EOY$4,291,857EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$215,872,395BOYAmt
EOY$217,295,408EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,359,270BOYAmt
EOY$9,417,047EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$927,478BOYAmt
EOY$847,824EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,322,834BOYAmt
EOY$4,490,918EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,217,703BOYAmt
EOY$55,210,329EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,125,440BOYAmt
EOY$1,293,384EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,996,697BOYAmt
EOY$14,028,124EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,949,422BOYAmt
EOY$85,287,626EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,356,189BOYAmt
EOY$14,392,893EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,566,784BOYAmt
EOY$117,614,889EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$131,922,973BOYAmt
EOY$132,007,782EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$215,872,395BOYAmt
EOY$217,295,408EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,750,580ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,665,771NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,880,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,825,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,557,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,311,639CurrentTaxYearMinus1YearAmt
Current Tax Year$14,871,495CurrentTaxYearAmt
Total$51,447,259TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,880,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,825,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,557,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,311,639CurrentTaxYearMinus1YearAmt
Current Tax Year$14,871,495CurrentTaxYearAmt
Total$51,447,259TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$51,447,259PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,031,834CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,720,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,760,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,884,691CurrentTaxYearMinus1YearAmt
Current Tax Year$3,893,836CurrentTaxYearAmt
Total$19,291,659TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$105,106CurrentTaxYearMinus1YearAmt
Current Tax Year$46,323CurrentTaxYearAmt
Total$151,429TotalAmt
FieldValueIRS element (for citing)
Total Support$70,890,347TotalSupportAmt
Gross Receipts Rltd Activities$384,648,308GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72570PublicSupportCY170Pct
Public Support PY1700.68890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$61,741FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$61,741FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$106,043,050FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$106,104,791FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$43,212CurrentYearMinus3Amt
Current Year Minus2$22,305CurrentYearMinus2Amt
Current Year Minus1$19,495CurrentYearMinus1Amt
Current Year$61,741CurrentYearAmt
Total$146,753TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,131,085BeginningYearBalanceAmt
Contributions$1,717,102ContributionsAmt
Investment Earnings Or Losses$3,265,835InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,033,599GrantsOrScholarshipsAmt
Other Expenditures$17,693,196OtherExpendituresAmt
Administrative Expenses$279,017AdministrativeExpensesAmt
End Year Balance$79,108,210EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$106,060,787BeginningYearBalanceAmt
Contributions$1,805,817ContributionsAmt
Investment Earnings Or Losses-$11,235,519InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,154,128GrantsOrScholarshipsAmt
Other Expenditures$1,950,025OtherExpendituresAmt
Administrative Expenses$395,847AdministrativeExpensesAmt
End Year Balance$93,131,085EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$87,337,683BeginningYearBalanceAmt
Contributions$2,702,401ContributionsAmt
Investment Earnings Or Losses$19,696,703InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,076,047GrantsOrScholarshipsAmt
Other Expenditures$2,313,801OtherExpendituresAmt
Administrative Expenses$286,152AdministrativeExpensesAmt
End Year Balance$106,060,787EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,136,269BeginningYearBalanceAmt
Contributions$1,167,943ContributionsAmt
Investment Earnings Or Losses$3,033,471InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,113,914GrantsOrScholarshipsAmt
Other Expenditures$1,690,843OtherExpendituresAmt
Administrative Expenses$195,243AdministrativeExpensesAmt
End Year Balance$87,337,683EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$84,915,225BeginningYearBalanceAmt
Contributions$1,435,654ContributionsAmt
Investment Earnings Or Losses$3,345,842InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,068,315GrantsOrScholarshipsAmt
Other Expenditures$2,172,813OtherExpendituresAmt
Administrative Expenses$319,324AdministrativeExpensesAmt
End Year Balance$86,136,269EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03053BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.96947TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,252,647OtherCostOrOtherBasisAmt
Book Value$11,252,647BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$188,316,507OtherCostOrOtherBasisAmt
Book Value$188,316,507BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,485,056OtherCostOrOtherBasisAmt
Book Value$2,485,056BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,695,088OtherCostOrOtherBasisAmt
Book Value$43,695,088BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Depreciation$124,467,449DepreciationAmt
Book Value-$124,467,449BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$121,281,849TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$16,495,441F
REAL ESTATE INVEST FUND$2,801,688F
FieldValueIRS element (for citing)
Total Book Value Securities$19,297,129TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE OBLIGATIONDesc
Amt$14,028,124Amt
FieldValueIRS element (for citing)
Total Liability$14,028,124TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,616,074TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,665,771NetUnrealizedGainsInvstAmt
Other Revenue-$28,139,715OtherRevenueAmt
Revenue Not Reported-$41,805,486RevenueNotReportedAmt
Revenue Subtotal$117,421,560RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$117,421,560TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,531,265TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$75,531,265ExpensesSubtotalAmt
Other Expenses Not Included$28,139,715OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$28,139,715ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$103,670,980TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS MAINTAINED AND HELD BY THE UNIVERSITY ARE NOT REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS.
PART III, LINE 4:THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES.
PART V, LINE 4:THE UNIVERSITY'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR THE SUPPORT OF ITS MISSION. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW - THE BOARD OF TRUSTEES HAS ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 PERMITS ELECTION OF A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S INVESTMENTS WITH DONOR RESTRICTIONS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES MUST ELECT, IN WRITING, A SPENDING RATE OF BETWEEN 2% AND 7%. THE LAST FISCAL YEAR USED TO DETERMINE THE TRANSFER FOR THE FISCAL YEAR ENDED JUNE 30, 2023 WAS THE FISCAL YEAR ENDED JUNE 30, 2022. SPENDING POLICY AND INVESTMENT OBJECTIVES RELATED TO SPENDING POLICY - AS PERMITTED BY ACT 141, THE UNIVERSITY TYPICALLY TRANSFERS BETWEEN 5% AND 7%, BASED ON A THREE-YEAR AVERAGE OF HISTORICAL ENDOWMENT MARKET VALUES TO NET ASSETS WITHOUT DONOR RESTRICTIONS, FOR USE IN CURRENT AND FUTURE OPERATIONS. IN 2020 AND 2021, DUE TO THE COVID-19 PANDEMIC, CHANGES TO ACT 141 ALLOWED FOR LARGER TRANSFERS TO HELP ORGANIZATIONS FACED WITH CHALLENGES FROM THE PANDEMIC. THE UNIVERSITY ELECTED TO TRANSFER 7% AS OF JUNE 30, 2023 AND 2022, WICH AMOUNTED TO APPROXIMATELY $4,023,000 AND $4,069,000, RESPECTIVELY, AND WAS TRANSFERRED TO BOARD-DESIGNATED ENDOWMENT. THE UNIVERSITY SATISFIED ITS SPENDING PROVISIONS OF INDIVIDUAL ENDOWMENT AGREEMENTS, INCLUDING "MUST OR "SHALL" PROVISIONS, THROUGH THE USE OF OPERATING FUNDS WITHOUT DONOR RESTRICTIONS IN THE YEARS ASSETS APPROPRIATED WERE NOT DRAWN. THE UNIVERSITY BELIEVES THAT THIS SPENDING POLICY IS CONSISTENT WITH THE COMMONWEALTH OF PENNSYLVANIA'S GUIDELINES AND WITH THE UNIVERSITY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. THE UNIVERSITY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS THE ORIGINAL VALUE OF GIFTS DONATED TO THE ENDOWMENT AND THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT. UNDISTRIBUTED AMOUNTS EARNED ARE INCLUDED IN NET ASSETS WITH DONOR RESTRICTIONS. IN ACCORDANCE WITH ACT 141, THE UNIVERSITY HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT. THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND 2. PRESERVING THE SPENDING POWER OF THE ASSETS 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION 4. COMPLYING WITH APPLICABLE LAWS
PART X, LINE 2:THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND HAS FURTHER BEEN DETERMINED TO BE A NONPRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(II) OF THE IRC. ACCORDINGLY, NO PROVISION FOR TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX UNDER APPLICABLE STATE STATUTES. CHATHAM INVESTMENTS LLC HAS BEEN ORGANIZED AS AN LLC, WHICH IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE TAXABLE INCOME OR LOSS FROM THE RENEWABLE ENERGY MANAGEMENT ACTIVITIES OF CHATHAM INVESTMENTS LLC IS INCLUDED IN THE INCOME TAX RETURN OF THE UNIVERSITY. ACCORDINGLY, ANY INCOME FROM CHATHAM INVESTMENTS LLC THAT IS UNRELATED TO THE EXEMPT PURPOSES OF THE UNIVERSITY IS TREATED AS UNRELATED BUSINESS INCOME ON THE UNIVERSITY'S TAX RETURN. THE UNIVERSITY FOLLOWS THE FASB CODIFICATION TOPIC ON INCOME TAXES. THE TOPIC PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2023 AND 2022 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:STUDENT SCHOLARSHIPS/FINANCIAL AID -28,139,715.
PART XII, LINE 4B - OTHER ADJUSTMENTS:STUDENT SCHOLARSHIPS/FINANCIAL AID 28,139,715.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE RACIALLY NONDISCRIMINATORY POLICY IS REFERENCED IN PRINT DOCUMENTS AND IS PROMINENTLY DISCLOSED ON THE UNIVERSITY'S WEB PAGE.
SCHEDULE E, PART I, LINE 6CHATHAM UNIVERSITY RECEIVES VARIOUS GRANTS FROM GOVERNMENTAL AGENCIES TO FUND SCHOLARSHIPS AND EDUCATIONAL PROGRAM DEVELOPMENT. IN ADDITION, STUDENTS AT CHATHAM UNIVERSITY RECEIVE FEDERAL AND STATE SPONSORED FINANCIAL AID FOR PAYMENT OF TUITION AND FEES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTSN/A$2,492,279
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GRANTMAKINGSCHOLARSHIP/FINANCIAL AID$109,800
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GRANTMAKINGCHATHAM ABROAD EDUCATIONAL TRAVEL$21,667
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00GRANTMAKINGSCHOLARSHIP/FINANCIAL AID$16,400
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GRANTMAKINGCHATHAM ABROAD EDUCATIONAL TRAVEL$4,995
MIDDLE EAST AND NORTH AFRICA00GRANTMAKINGSCHOLARSHIP/FINANCIAL AID$3,000
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00GRANTMAKINGEDUCATIONAL TRAVEL$1,200
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00GRANTMAKINGCHATHAM ABROAD EDUCATIONAL TRAVEL$1,200
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,650,541SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,650,541TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP FUNDS FOR STUDY ABROADEUROPE (INCLUDING ICELAND & GREENLAND)65$109,800APPLIED TO STUDENT ACCOUNT$0N/AN/A
SCHOLARSHIP FUNDS FOR STUDY ABROADEAST ASIA AND THE PACIFIC9$16,400APPLIED TO STUDENT ACCOUNT$0N/AN/A
SCHOLARSHIP FUNDS FOR STUDY ABROADMIDDLE EAST AND NORTH AFRICA1$3,000APPLIED TO STUDENT ACCOUNT$0N/AN/A
SCHOLARSHIP FUNDS FOR STUDY ABROADSUB-SAHARAN AFRICA1$1,200APPLIED TO STUDENT ACCOUNT$0N/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE OFFICES OF ENROLLMENT MANAGEMENT AND FINANCIAL AID WORK IN CONJUNCTION WITH THE CHATHAM ABROAD DEPARTMENT IN AWARDING SCHOLARSHIPS FOR FOREIGN TRAVEL. USAGE IS MONITORED BY VIRTUE OF DIRECT ACCOUNT POSTING.
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 SIXTH AVENUE SUITE 1100AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152191811ZIPCd
FieldValueIRS element (for citing)
Recipient EIN250965213RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$25,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATIONAL GRANTS AND SCHOLARSHIPSGrantTypeTxt
Recipient1616RecipientCnt
Cash Grant$27,984,315CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE OFFICES OF ENROLLMENT MANAGEMENT AND FINANCIAL AID OVERSEE THE AWARDING OF BOTH NEED-BASED FINANCIAL AID AND MERIT-BASED SCHOLARSHIPS. ONCE A STUDENT HAS COMPLETED THE FINANCIAL AID APPLICATION PROCESS AND IS FOUND ELIGIBLE FOR NEED-BASED AND/OR MERIT BASED AID, THE STUDENT WILL RECEIVE A FINANCIAL AID PACKAGE DETAILING THE COMBINATION OF SOURCES USED TO PROVIDE FINANCIAL ASSISTANCE. GRANT FUNDS AWARDED TO STUDENTS ARE APPLIED DIRECTLY TO THEIR STUDENT ACCOUNTS. USAGE IS MONITORED BY VIRTUE OF DIRECT ACCOUNT POSTING.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID FINEGOLD
PRESIDENT (EXIT 5/23)$439,471$0$0$0$24,261$0$111,051$0$43,838$0$618,621$0$0$0
WALTER B FOWLER
SR VP FOR FINANCE & ADMIN (EXIT 9/22$271,908$0$0$0$6,558$0$22,250$0$14,549$0$315,265$0$0$0
JENNA TEMPLETON
VP FOR ACADEMIC AFFAIRS (EXIT 5/23)$218,121$0$0$0$2,973$0$17,893$0$16,828$0$255,815$0$0$0
CAREY MILLER
VP FOR UNIVERSITY ADVANCEMENT$211,186$0$0$0$1,549$0$17,040$0$2,377$0$232,152$0$0$0
WILLIAM T CAMPBELL
VP MARKETING & COMMUNICATIONS$193,234$0$0$0$1,419$0$16,019$0$19,194$0$229,866$0$0$0
AMY BECHER
VP FOR ENROLLMENT MANAGEMENT$200,551$0$0$0$1,780$0$16,112$0$6,331$0$224,774$0$0$0
LOUIS G LEONARD
DEAN, FALK SCHOOL FOR SUSTAINABILITY$191,688$0$0$0$952$0$15,762$0$14,579$0$222,981$0$0$0
PAUL D STEINHAUS
CIO, DIRECTOR OF INFO TECHNOLOGY$165,267$0$0$0$2,186$0$13,182$0$18,552$0$199,187$0$0$0
JENNIFER HOERSTER
VP FINANCE/ADMIN (EXIT 6/23)$168,608$0$0$0$810$0$13,933$0$10,968$0$194,319$0$0$0
ANTHONY GORECZNY
PROFESSOR OF HEALTH SCIENCES$145,892$0$0$0$2,467$0$8,396$0$19,356$0$176,111$0$0$0
SEAN COLEMAN - VP OF PLANNING
& ASSISTANT SECRETARY (EXIT 6/23)$145,063$0$0$0$2,525$0$11,769$0$7,385$0$166,742$0$0$0
MARY JO LOUGHRAN
PROFESSOR OF COUNSELING PSYCHOLOGY$145,367$0$0$0$1,600$0$11,735$0$7,255$0$165,957$0$0$0
ALICE JULIER
PROFESSOR OF FOOD STUDIES$142,631$0$0$0$1,711$0$11,211$0$908$0$156,461$0$0$0
LISA LAMBERT
ASST. VP OF ACADEMIC AFFAIRS$132,749$0$0$0$1,475$0$10,368$0$7,092$0$151,684$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ABASIC EMPLOYEE BENEFITS (INCLUDING HEALTH BENEFITS, LIFE INSURANCE, AND LONG-TERM CARE INSURANCE) ARE REPORTED ON SCHEDULE J, PART II, COLUMN (D). AS A CONDITION OF EMPLOYMENT, DR. FINEGOLD IS REQUIRED TO RESIDE IN UNIVERSITY HOUSING. THE VALUE ATTRIBUTED TO THEIR PERSONAL SPACE IS ALSO REPORTED ON SCHEDULE J, PART II, COLUMN (D). EMPLOYER CONTRIBUTIONS TO THE UNIVERSITY'S 403(B) PLAN, ARE REPORTED IN COLUMN (C). AMOUNTS REPORTED IN COLUMN (B)(III) ALSO INCLUDE INTERNAL REVENUE CODE SECTION 132 BENEFITS PROVIDED BY THE UNIVERSITY TO THE PRESIDENT. THE UNIVERSITY DOES NOT PROVIDE THE PRESIDENT WITH AN EXPENSE ACCOUNT FOR PERSONAL USE. SPOUSAL TRAVEL IS LIMITED BY THE TERMS OF THE PRESIDENT'S EMPLOYMENT AGREEMENT. CLUB MEMBERSHIPS: IN ORDER THAT THE PRESIDENT MAY ENTERTAIN POTENTIAL DONORS AND OTHER BUSINESS ASSOCIATES OF THE UNIVERSITY, THE UNIVERSITY PAYS OR REIMBURSES THE PRESIDENT FOR, THE PERIODIC DUES FOR MEMBERSHIP IN THE PITTSBURGH GOLF CLUB. DIRECT EXPENSES FOR UTILIZATION OF THE CLUBS ARE THE PRESIDENT'S RESPONSIBILITY, EXCEPT WHEN ATTRIBUTABLE TO UNIVERSITY BUSINESS.
PART I, LINE 4BDURING THE FISCAL YEAR ENDED JUNE 30, 2023, CHATHAM UNIVERSITY MAINTAINED A SPLIT-DOLLAR LIFE INSURANCE POLICY AGREEMENT WITH DR. DAVID FINEGOLD. THE UNIVERSITY MADE $125,000 IN PREMIUM PAYMENTS DURING THE YEAR UNDER THE ARRANGEMENT. NO CASH PAYMENTS OTHER THAN PREMIUM PAYMENTS WERE MADE.
PART I, LINE 7DR. DAVID FINEGOLD RECEIVED A DEFERRED BONUS OF $99,282. THE BONUS IS REPORTED IN COLUMN (C) OF PART II.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MCKEESPORT INDUSTRIAL DEVELOPMENT AUTHORITY
A2514481150000000002008-09-29$10,000,000CAPITAL PURCHASES AND RENOVATIONS000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B2516501370000000002014-07-16$18,000,000PHASE 1B CONSTRUCTION AT EDEN HALL CAMPUS000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
C2516501370000000002023-06-22$22,220,000CURRENT REFUNDING OF THE 2012 SERIES A BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmt
A$10,000,000$230,035$800,000$9,200,000200900Yes (1)Yes (1)
B$18,000,000$367,054$17,632,94600Yes (1)Yes (1)$5,001,182
C$22,220,0002023Yes (1)0Yes (1)Yes (1)$22,220,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B000000000
C0Yes (1)0000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, BOND ISSUE, BOND (C)FormAndLineReferenceDesc
ExplanationON JULY 6, 2023, THE ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY ISSUED $22,220,000 AGGREGATE PRINCIPAL OF ITS UNIVERSITY RESERVE BOND SERIES A OF 2022 ON BEHELF OF THE UNIVERSITY FOR THE PURPOSE OF CURRENT REFUNDING OF THE 2012 SERIES A BONDS. THE SERIES A OF 2022 BONDS BEAR INTEREST RATES RANGING FROM 5.0% TO 5.25%. INTEREST PAYMENTS ARE REQUIRED SEMIANNUALLY. PRINCIPAL PAYMENTS ARE REQUIRED ON SEPTEMBER 1 OF EACH YEAR, WITH THE FINAL PAYMENT DUE ON SEPTEMBER 1, 2035.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDAVID FINEGOLDPersonNm
Relationship With OrgPRESIDENTRelationshipWithOrgTxt
Loan PurposeSPLIT DOLLAR LIFE INSURANCE ARRANGEMENTLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$500,000OriginalPrincipalAmt
Balance Due$500,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$500,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROOKS BROADHURSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$3,760,614TransactionAmt
TransactionPROVIDES DINING SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$52,101NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS WHO GIFTED STOCK TO CHATHAM UNIVERSITY DURING THE YEAR ENDED JUNE 30, 2023.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING WHICH SHALL BE RESERVED FOR THE BOARD OF TRUSTEES (UNLESS THE BOARD OF TRUSTEES DIRECTS OTHERWISE): PRESIDENTIAL SELECTION AND TERMINATION; TRUSTEE AND BOARD OFFICER SELECTION; CHANGES IN INSTITUTIONAL MISSION AND PURPOSES; CHANGES TO THE CHARTER; CHANGES TO THE BYLAWS; INCURRING OF CORPORATE INDEBTEDNESS IN EXCESS OF TEN PERCENT (10%) OF THE COLLEGE'S NET WORTH; SALE OF COLLEGE ASSETS OR TANGIBLE PROPERTY IN EXCESS OF ONE PERCENT (1%) OF THE COLLEGE'S NET WORTH; ADOPTION OF THE ANNUAL BUDGET; AND, CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON MATTERS WHICH CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING, PROCESS OR PROGRESS ON PLANNING GOALS, THE BOARD'S RESPONSIBILITY TO SUPPORT THE PRESIDENT AND ASSESS HER OR HIS PERFORMANCE AND SHALL REVIEW THE PRESIDENT'S COMPENSATION AND CONDITIONS OF EMPLOYMENT.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP BY VIRTUE OF EMPLOYMENT BY OR CO-MEMBERSHIP ON THE BOARD OF DIRECTORS OF AN ENTITY (OR ENTITIES) UNRELATED TO CHATHAM UNIVERSITY: G. NICHOLAS BECKWITH III; W. DUFF MCCRADY; SANDRA RADER, DNP; BROOKS BROADHURST; DAVID FINEGOLD
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY SENIOR FINANCE MANAGEMENT AND THE PRESIDENT IN DETAIL. THE FORM IS THEN DISCUSSED AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING COMMITTEE LEVEL REVIEW, THE APPROVED DOCUMENT IS PROVIDED TO THE FULL MEMBERSHIP OF THE BOARD BEFORE ELECTRONIC SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CALL TRUSTEES SHALL DISCLOSE TO THE BOARD OF TRUSTEES ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. FURTHERMORE, THE TRUSTEE SHALL ABSENT HERSELF OR HIMSELF FROM DISCUSSIONS OF, AND ABSTAIN FROM VOTING ON, SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING A CONFLICT, OR POSSIBLE CONFLICT, ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MANNER MAY REQUEST THE BOARD OF TRUSTEES OR COMMITTEE TO RESOLVE THE QUESTION IN HER OR HIS ABSENCE BY MAJORITY VOTE. ANNUALLY, BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED BY THE SECRETARY OF THE BOARD. THE SIGNED FORM IS THEN FORWARDED TO THE PRESIDENT'S OFFICE AND THE FINANCE DEPARTMENT TO BE LOGGED AND FILED FOR REFERENCE. ANY IDENTIFIED CONFLICTS ARE IMMEDIATELY BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS ESTABLISHED BY THE BOARD OF TRUSTEES THROUGH THE EXECUTIVE OR COMPENSATION COMMITTEE USING INDEPENDENT CONSULTANTS AND DATA FROM PEER INSTITUTIONS. COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES AND IN A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION LEVELS OF ALL EMPLOYEES, INCLUDING DIRECT REPORTS TO THE PRESIDENT, ARE MONITORED BY THE HUMAN RESOURCE DEPARTMENT, THE SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION, VICE PRESIDENT OF ACADEMIC AFFAIRS, AND THE PRESIDENT USING CUPA PEER INSTITUTION COMPARATIVE DATA ON AN ANNUAL BASIS. COMPENSATION INCREASES FOR DIRECT REPORTS TO THE PRESIDENT ARE GENERALLY INCLUDED IN THE ANNUAL MERIT BUDGET INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES. FROM TIME TO TIME, THERE ARE EXTRAORDINARY COMPENSATION ISSUES RELATED TO DIRECT REPORTS TO THE PRESIDENTS AND IN THESE CASES, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES ANY RELATED INCREASES, CONTRACTS, AGREEMENT SIDE LETTERS, OR SPECIAL CONSIDERATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY'S POLICIES, ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE.
FORM 990, PART VII, TRUSTEES EMERITI:THE FOLLOWING INDIVIDUALS ARE EMERITI TRUSTEES WHO MAY ATTEND ALL BOARD AND COMMITTEE MEETINGS, BUT SHALL HAVE NO VOTING RIGHTS: CORDELIA SURAN JACOBS, NANCY FOLLETT WAICHLER, MARTHA H. CARSON, JANE MURPHY, PH.D.
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT OF THE INDEPENDENT ACCOUNTING FIRM ENGAGED TO AUDIT THE UNIVERSITY'S FINANCIAL STATEMENTS ON AN ANNUAL BASIS. IN ADDITION, THE AUDIT COMMITTEE REVIEWS DRAFT FINANCIAL STATEMENTS AND RECEIVES A REPORT ON THE RESULTS OF THE AUDIT FROM THE INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE IS ALSO UPDATED REGARDING THE AUDIT BY THE SENIOR VICE PRESIDENT OF FINANCE FOR FINANCE AND ADMINISTRATION AND BY THE ASSISTANT VICE PRESIDENT FOR FINANCE AND ADMINISTRATION.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHATHAM INVESTMENTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1WOODLAND ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15232ZIPCd
FieldValueIRS element (for citing)
EIN901022878EIN
Primary ActivitiesTO HOLD OWNERSHIP IN A SOLAR PV PROJECTPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CHATHAM UNIVERSITYBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE DIETRICH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 GRANT STREET SUITE 5360AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
EIN364711746EIN
Primary ActivitiesSUPPORT, BENEFIT, PERFORM THE FUNCTIONS OF AND CARRY OUT PURPOSES OF C.U.PrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status12 - TYPE IPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE GIFT ANNUITIES (3)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesANNUITYPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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