CORPORATION OF HAVERFORD COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CORPORATION OF HAVERFORD COLLEGE (EIN 23-6002304)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-08
IRS object ID
202501289349304105
Schema version
2023v6.0
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)
Return2025-05-08T15:31:05-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236002304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATION OF HAVERFORD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORPBusinessNameControlTxt
Phone6108961223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICO WASHINGTONPersonNm
Person TitleVP ADMIN/FINANCEPersonTitleTxt
Phone6108961223PhoneNum
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6178075000PhoneNum
Preparation2025-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HAVERFORD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerWENDY E RAYMONDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$211,577,844GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HAVERFORD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionLEADING LIBERAL ARTS COLLEGE KNOWN FOR: ACADEMIC RIGOR, HONOR CODE & A BEAUTIFUL ARBORETUM CAMPUSActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee2028TotalEmployeeCnt
Total Volunteers706TotalVolunteersCnt
Total Gross UBI-$926,610TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$11,389NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,058,124PYContributionsGrantsAmt
CY Contributions Grants$44,048,537CYContributionsGrantsAmt
PY Program Service Revenue$118,947,713PYProgramServiceRevenueAmt
CY Program Service Revenue$124,067,909CYProgramServiceRevenueAmt
PY Investment Income$72,601,915PYInvestmentIncomeAmt
CY Investment Income$36,817,617CYInvestmentIncomeAmt
PY Other Revenue$99,618PYOtherRevenueAmt
CY Other Revenue$95,038CYOtherRevenueAmt
PY Total Revenue$211,707,370PYTotalRevenueAmt
CY Total Revenue$205,029,101CYTotalRevenueAmt
PY Grants And Similar Paid$37,966,162PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,709,298CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$68,925,290PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$74,894,507CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$278,331PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$133,100CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,475,570CYTotalFundraisingExpenseAmt
PY Other Expenses$56,349,307PYOtherExpensesAmt
CY Other Expenses$53,601,963CYOtherExpensesAmt
PY Total Expenses$163,519,090PYTotalExpensesAmt
CY Total Expenses$171,338,868CYTotalExpensesAmt
PY Revenues Less Expenses$48,188,280PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,690,233CYRevenuesLessExpensesAmt
Total Assets BOY$883,366,346TotalAssetsBOYAmt
Total Assets EOY$962,846,855TotalAssetsEOYAmt
Total Liabilities BOY$159,339,755TotalLiabilitiesBOYAmt
Total Liabilities EOY$157,367,810TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$724,026,591NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$805,479,045NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHAVERFORD COLLEGE IS COMMITTED TO PROVIDING A LIBERAL ARTS EDUCATION IN THE BROADEST SENSE. THIS EDUCATION, BASED ON A RICH ACADEMIC CURRICULUM AT ITS CORE, IS DISTINGUISHED BY A COMMITMENT TO EXCELLENCE AND A CONCERN FOR INDIVIDUAL GROWTH. HAVERFORD HAS CHOSEN TO REMAIN SMALL AND FOSTER A CLOSE STUDENT/FACULTY RELATIONSHIP TO ACHIEVE THESE OBJECTIVES. THE COLLEGE'S RIGOROUS ACADEMIC PROGRAM IS FLEXIBLE IN FORM AND CONTENT TO MEET THE NEEDS OF INDIVIDUAL STUDENTS, AND RESTS ON THE ASSUMPTION THAT THE ABLE STUDENTS WHO COME HERE WILL USE THEIR CAPABILITIES FULLY. HAVERFORD'S FACULTY ARE NOTED FOR STRENGTH IN BOTH SCHOLARSHIP AND TEACHING, AND ITS MEMBERS EXPECT TO TRANSMIT TO STUDENTS THEIR ENTHUSIASM AND HIGH STANDARDS. THE FACULTY MEMBERS ARE TEACHING AT AN UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES BY CHOICE, AND THEY EXPECT TO LEARN, AS WELL AS TEACH, IN THE CLOSE RELATIONSHIP WITH UNDERGRADUATES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$101,345,869ExpenseAmt
Grant$42,709,298GrantAmt
Revenue$99,527,735RevenueAmt
DescTHE COLLEGE'S ACADEMIC RELATED EXPENDITURES INCLUDE INSTRUCTION (UNDERGRADUATE LIBERAL ARTS), ACADEMIC SUPPORT, FINANCIAL AID, AND RESEARCH. THESE EXPENSES SUPPORTED 1,494 STUDENT FTE AND 188.6 FACULTY FTE. THE COLLEGE CONFERRED 322 DEGREES IN 23/24. EXTERNAL INTERNSHIPS (OFF-CAMPUS) TOTALING $648,815 WERE AWARDED TO 230 STUDENTS. RESEARCH STIPENDS TOTALING $714,250 WERE AWARDED TO 277 STUDENTS. THE MAJORITY OF RESEARCH AWARDS ARE IN THE NATURAL SCIENCES. FEDERAL FUNDS SUPPORTED 31 SPONSORED PROJECTS. OTHER SUPPORT COMES FROM PRIVATE FOUNDATIONS, DONOR DESIGNATED FUNDS, AND INTERNALLY DESIGNATED (UNRESTRICTED) FUNDS. THE COLLEGE ALSO SPENT FUNDS ON FINANCIAL AID: HAVERFORD COLLEGE SCHOLARSHIPS TOTALING $40,826,076 WERE AWARDED TO 718 STUDENTS AND FSEOG AWARDS TOTALING $220,346 WERE RECEIVED BY 114 STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,884,850ExpenseAmt
Revenue$22,564,627RevenueAmt
DescAUXILIARY ENTERPRISES: DORMS, DINING CENTER, FACULTY HOUSING, AND CONFERENCE PROGRAMS. HAVERFORD IS A RESIDENTIAL INSTITUTION WHERE MOST OF THE STUDENT BODY LIVE ON CAMPUS AND ACTIVELY PARTICIPATE IN CAMPUS LIFE. THE DORMS HOUSED AN AVERAGE OF 1,326 STUDENTS, AN AVERAGE OF 887 STUDENTS WERE ON A FULL MEAL PLAN, AND AN AVERAGE OF 344 WERE ON PARTIAL MEAL PLANS. HAVERFORD PROVIDED 60 HOUSING UNITS FOR RENT TO THE FACULTY TO FOSTER EDUCATIONAL INTERACTION WITH STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$20,600,275ExpenseAmt
Revenue$2,949RevenueAmt
DescSTUDENT SERVICES: DEAN, REGISTRAR, COUNSELING, CAREER DEVELOPMENT, HEALTH SERVICES, ATHLETICS, DISABILITY SERVICES, AND OTHER MISCELLANEOUS SERVICES. WHILE THESE OFFICES SUPPORT STUDENT HEALTH, DEVELOPMENT, AND WELL-BEING IN DIFFERENT WAYS, THEY ALL SHARE AN APPROACH THAT IS BASED ON RESPECT FOR STUDENT CHOICES AND A FUNDAMENTAL COMMITMENT TO THE IMPORTANCE OF EDUCATION IN THE DECISION-MAKING PROCESS. THE STAFF OF THESE OFFICES ARE COMMITTED TO HELPING STUDENTS ACHIEVE THEIR POTENTIAL BOTH AS INDIVIDUALS AND AS MEMBERS OF THE COMMUNITY. THE RECENT 6-YEAR GRADUATION RATES FOR THE COLLEGE HAVE BEEN 89% OR HIGHER. BASED ON THE ENTIRE CLASS OF 2023, 31% PROCEEDED DIRECTLY TO GRADUATE/PROFESSIONAL SCHOOL AND 67% WERE EMPLOYED, UNDERTAKING VOLUNTEER WORK OR AWARDED A FELLOWSHIP WITHIN SIX MONTHS OF GRADUATION. 2% WERE SEEKING EMPLOYMENT OR UNKNOWN AT THAT POINT. FOR THE 10 YEAR PERIOD FROM 2013-2023, HAVERFORD GRADUATES EARNED DOCTORATE DEGREES AT A RATE OF 15.6%, WHICH PLACES HAVERFORD 6TH AMONG LIBERAL ARTS COLLEGES AND 10TH OVERALL FOR THIS TIME PERIOD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$143,830,994TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
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 StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
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 BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2589IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2028EmployeeCnt
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
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members31GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIGID ISACKMANPersonNm
Phone6107951702PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WENDY RAYMOND
PRESIDENT50.00Yes (X)Yes (X)$563,423$0$187,131
LISA LONIE
ASSISTANT CHIEF OF STAFF50.00Yes (X)Yes (X)$30,384$0$3,654
CHARLES G BEEVER
CHAIR, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
MICHAEL KIM
VICE CHAIR, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
AMY TAYLOR BROOKS
CLERK, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
ZACHARY DUTTON
SECRETARY, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
MARK G ANDERSON
BOARD OF MANAGERS2.00Yes (X)$0$0$0
STEVEN L BEGLEITER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
BRIAN COOPER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
PETRA DOAN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
MOLLY FINN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JONATHAN M GAMSE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
BRUCE D GORCHOW
BOARD OF MANAGERS (UNTIL 6/30/2024)2.00Yes (X)$0$0$0
CLAUDIA L HAMMERMAN
BOARD OF MANAGERS (UNTIL 12/2023)2.00Yes (X)$0$0$0
JAMES KINSELLA
BOARD OF MANAGERS2.00Yes (X)$0$0$0
THIEN LE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
DON LIU
BOARD OF MANAGERS2.00Yes (X)$0$0$0
ERICA LURIE-HURVITZ
BOARD OF MANAGERS2.00Yes (X)$0$0$0
RACHEL MELROY-HUSSER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
BEATRICE MITCHELL
BOARD OF MANAGERS2.00Yes (X)$0$0$0
KARI NADEAU
BOARD OF MANAGERS2.00Yes (X)$0$0$0
TERESA NANCE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JENNIFER S PERKINS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
SARA RECKTENWALD
BOARD OF MANAGERS2.00Yes (X)$0$0$0
MAURICE RIPPEL
BOARD OF MANAGERS (UNTIL 6/30/2024)2.00Yes (X)$0$0$0
HENRY J RITCHOTTE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
ALEX ROBINSON
BOARD OF MANAGERS2.00Yes (X)$0$0$0
SHREYAS SHIBULAL
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JOHN SPEARS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
VINCENT WARREN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
DAVID WERTHEIMER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JERRY WILLIAMS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
NICO WASHINGTON
VP, FINANCE & ADMIN./TREASURER50.00Yes (X)$261,898$0$29,270
JESSE H LYTLE
VP/CHIEF OF STAFF/SECRETARY50.00Yes (X)$173,379$0$108,692
BRIGID ISACKMAN
AVP & CONTROLLER/ASST. TREASURER50.00Yes (X)$177,395$0$44,639
KIMBERLY SPANG
VP, INSTITUTIONAL ADVANCE/ASST SEC.50.00Yes (X)$159,118$0$24,790
JOY TAKAHASHI
ASSISTANT CLERK2.00Yes (X)$0$0$0
LINDA STRONG-LEEK
PROVOST50.00$261,838$0$34,973Yes (X)
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID50.00$218,607$0$64,405Yes (X)
JOHN MCKNIGHT
DEAN OF THE COLLEGE50.00$207,468$0$80,948Yes (X)
MEGAN E FITCH
CHIEF INFORMATION OFFICER50.00$203,154$0$31,491Yes (X)
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT50.00$174,091$0$19,830Yes (X)
THELATHIA YOUNG
VP, INSTITUTIONAL EQUITY & ACCESS50.00$200,242$0$39,266Yes (X)
EDWARD ROBERTS
ASST. VP, PHILANTHROPY & CAMPAIGN50.00$194,591$0$29,543Yes (X)
LINDA GERSTEIN
PROFESSOR50.00$192,238$0$29,421Yes (X)
ANNE PRESTON
PROFESSOR50.00$188,773$0$28,235Yes (X)
ASHOK GANGADEAN
PROFESSOR50.00$184,375$0$37,403Yes (X)
MICHAEL H CASEL
FORMER CIO, ASST. TREASURER0.00$597,015$0$2,285Yes (X)
ARA SERJOIE
FORMER VP, INST. ADVANCEMENT0.00$320,154$0$2,686Yes (X)
KIMBERLY BENSTON
PROFESSOR/FORMER PRESIDENT50.00$218,918$0$41,173Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,527,061TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$839,835TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K105IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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
THE TRADESMAN LLC
641 CHESTER CREEK RDBROOKHAVENPA19015CONSTRUCTION SERVICES$689,574
NB RODGERSINC
311 COUNTY LINE ROAD UNIT 9GILBERTSVILLEPA19525CONSTRUCTION SERVICES$458,839
GENERAL MASONRY & RESTORATION INC
406 SWEDELAND RDKING OF PRUSSIAPA19406RESTORATION SERVICES$416,994
RYCO CONTRACTING LLC
411 WEST ELM AVENORTH WALESPA19454CONSTRUCTION SERVICES$396,996
FLYWAY EXCAVATING INC
4070 OLD HARRISBURG PIKEMOUNT JOYPA17552CONSTRUCTION SERVICES$385,511
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K36CntrctRcvdGreaterThan100KCnt
Fundraising$142,450FundraisingAmt
Related Organizations$4,830,785RelatedOrganizationsAmt
Government Grants$2,412,266GovernmentGrantsAmt
All Other Contributions$36,663,036AllOtherContributionsAmt
Noncash Contributions$2,118,959NoncashContributionsAmt
Total Contributions$44,048,537TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611310$98,665,902$98,665,902
AUXILLIARY - DORMITORIES/HCA900099$14,902,153$14,902,153
AUXILLIARY - DINING CENTER900099$7,773,147$7,172,478$600,669
COLLEGE HOUSING900099$854,925$854,925
CONFERENCES900099$655,423$138,419$517,004

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,216,359TotalRevenueColumnAmt
Related Or Exempt Func Income$1,216,359RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$124,067,909TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,801,433TotalRevenueColumnAmt
Unrelated Business Revenue-$1,609,214UnrelatedBusinessRevenueAmt
Exclusion$9,410,647ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,897TotalRevenueColumnAmt
Exclusion$1,897ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$159,689RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$159,689RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$159,689TotalRevenueColumnAmt
Exclusion$159,689ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$35,461,807SecuritiesAmt
Other$24,572OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,472,092SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$28,989,715SecuritiesAmt
Other$24,572OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,014,287TotalRevenueColumnAmt
Unrelated Business Revenue$165,600UnrelatedBusinessRevenueAmt
Exclusion$28,848,687ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$142,450ContriRptFundraisingEventAmt
Fundraising Direct Expenses$76,651FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$64,651TotalRevenueColumnAmt
Exclusion-$64,651ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$205,029,101TotalRevenueColumnAmt
Related Or Exempt Func Income$122,095,311RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$926,610UnrelatedBusinessRevenueAmt
Exclusion$39,811,863ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50,103TotalAmt
Program Services$50,103ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$40,766,821TotalAmt
Program Services$40,766,821ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,892,374TotalAmt
Program Services$1,892,374ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,398,376TotalAmt
Program Services$605,111ProgramServicesAmt
Management And General$2,302,198ManagementAndGeneralAmt
Fundraising$491,067FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$52,390,971TotalAmt
Program Services$41,298,124ProgramServicesAmt
Management And General$8,318,361ManagementAndGeneralAmt
Fundraising$2,774,486FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,476,563TotalAmt
Program Services$3,528,666ProgramServicesAmt
Management And General$710,956ManagementAndGeneralAmt
Fundraising$236,941FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,831,924TotalAmt
Program Services$6,674,366ProgramServicesAmt
Management And General$3,541,477ManagementAndGeneralAmt
Fundraising$616,081FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,796,673TotalAmt
Program Services$2,992,842ProgramServicesAmt
Management And General$602,681ManagementAndGeneralAmt
Fundraising$201,150FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$762,280TotalAmt
Program Services$6,439ProgramServicesAmt
Management And General$749,048ManagementAndGeneralAmt
Fundraising$6,793FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$288,072TotalAmt
Management And General$288,072ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$133,100TotalAmt
Fundraising$133,100FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,193,481TotalAmt
Management And General$3,193,481ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,599,419TotalAmt
Program Services$3,546,314ProgramServicesAmt
Management And General$4,645,503ManagementAndGeneralAmt
Fundraising$407,602FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$168,808TotalAmt
Program Services$65,660ProgramServicesAmt
Management And General$100,966ManagementAndGeneralAmt
Fundraising$2,182FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,571,750TotalAmt
Program Services$3,321,065ProgramServicesAmt
Management And General$2,119,350ManagementAndGeneralAmt
Fundraising$131,335FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$680,096TotalAmt
Program Services$653,689ProgramServicesAmt
Management And General$20,552ManagementAndGeneralAmt
Fundraising$5,855FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,545,929TotalAmt
Program Services$1,803,046ProgramServicesAmt
Management And General$1,741,768ManagementAndGeneralAmt
Fundraising$1,115FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,003,794TotalAmt
Program Services$1,764,454ProgramServicesAmt
Management And General$169,001ManagementAndGeneralAmt
Fundraising$70,339FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,419,772TotalAmt
Program Services$655,062ProgramServicesAmt
Management And General$597,988ManagementAndGeneralAmt
Fundraising$166,722FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,772,490TotalAmt
Program Services$5,434,222ProgramServicesAmt
Management And General$338,268ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,776,472TotalAmt
Program Services$9,203,571ProgramServicesAmt
Management And General$572,901ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,377,786TotalAmt
Program Services$943,654ProgramServicesAmt
Management And General$434,132ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES - FOOD$2,741,742$2,741,742
STUDY ABROAD PROGRAMS$2,520,126$2,520,126
SOFTWARE LICENSING FEES$1,799,623$816,055$783,696$199,872
LIBRARY$1,702,276$1,702,276

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,678,047TotalAmt
Program Services$10,845,212ProgramServicesAmt
Management And General-$9,198,095ManagementAndGeneralAmt
Fundraising$30,930FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$171,338,868TotalAmt
Program Services$143,830,994ProgramServicesAmt
Management And General$22,032,304ManagementAndGeneralAmt
Fundraising$5,475,570FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,498,079BOYAmt
EOY$3,782,286EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,882,284BOYAmt
EOY$18,200,753EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,219,932BOYAmt
EOY$26,730,258EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,458,998BOYAmt
EOY$2,782,512EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$193,092BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,393,810BOYAmt
EOY$1,384,506EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$50,464BOYAmt
EOY$142,110EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$612,533BOYAmt
EOY$891,470EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$391,290,616LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$205,665,103LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$188,845,941BOYAmt
EOY$185,625,513EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$102,290,589BOYAmt
EOY$99,904,257EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$561,795,393BOYAmt
EOY$622,690,713EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$125,231BOYAmt
EOY$712,477EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$883,366,346BOYAmt
EOY$962,846,855EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,022,460BOYAmt
EOY$6,498,437EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,214,276BOYAmt
EOY$3,056,911EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,398,036BOYAmt
EOY$136,312,362EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,704,983BOYAmt
EOY$11,500,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$159,339,755BOYAmt
EOY$157,367,810EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$213,938,043BOYAmt
EOY$224,968,953EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$510,088,548BOYAmt
EOY$580,510,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$724,026,591BOYAmt
EOY$805,479,045EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$883,366,346BOYAmt
EOY$962,846,855EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$33,690,233ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$45,540,582NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,221,639OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,218,402CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,224,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,738,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,058,124CurrentTaxYearMinus1YearAmt
Current Tax Year$44,048,537CurrentTaxYearAmt
Total$127,287,696TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,218,402CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,224,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,738,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,058,124CurrentTaxYearMinus1YearAmt
Current Tax Year$44,048,537CurrentTaxYearAmt
Total$127,287,696TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$951,610SubstantialContributorsTotAmt
Public Support Total170$126,336,086PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,711,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,924,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,118,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,596,056CurrentTaxYearMinus1YearAmt
Current Tax Year$9,572,233CurrentTaxYearAmt
Total$38,922,476TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,694CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$21,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,194CurrentTaxYearMinus1YearAmt
Current Tax Year$11,389CurrentTaxYearAmt
Total$135,972TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,800CurrentTaxYearMinus1YearAmt
Current Tax Year$12,000CurrentTaxYearAmt
Total$73,345TotalAmt
FieldValueIRS element (for citing)
Total Support$166,419,489TotalSupportAmt
Gross Receipts Rltd Activities$544,160,152GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75910PublicSupportCY170Pct
Public Support PY1700.71900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationFUNDRAISING REVENUE - 2019 AMOUNT: $ 18,225. 2020 AMOUNT: $ 17,320. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 13,800. 2023 AMOUNT: $ 12,000.ExplanationTxt

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

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$0OtherActivitiesAmt
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationHAVERFORD PAYS MEMBERSHIP DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO); THESE MEMBERSHIP ORGANIZATIONS MAY ENGAGE IN LOBBYING ACTIVITIES TO SUPPORT THE HIGHER EDUCATION INDUSTRY, AS SUCH A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. HAVERFORD HAS NO DIRECT LOBBYING ACTIVITY OR ANY CONTROL OVER THE LOBBYING ACTIVITIES PERFORMED BY THESE MEMBERSHIP ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$3RevenuesIncludedAmt
Assets Included$5,893,602AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$0BeginningBalanceAmt
Additions During Year$3,864,628AdditionsDuringYearAmt
Distributions During Year$3,864,628DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$643,196,239BeginningYearBalanceAmt
Contributions$12,436,095ContributionsAmt
Investment Earnings Or Losses$79,905,944InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,293,093GrantsOrScholarshipsAmt
Other Expenditures$19,806,594OtherExpendituresAmt
Administrative Expenses$3,193,481AdministrativeExpensesAmt
End Year Balance$702,245,110EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$618,975,713BeginningYearBalanceAmt
Contributions$4,568,818ContributionsAmt
Investment Earnings Or Losses$49,576,740InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,568,063GrantsOrScholarshipsAmt
Other Expenditures$18,675,139OtherExpendituresAmt
Administrative Expenses$2,681,830AdministrativeExpensesAmt
End Year Balance$643,196,239EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$641,484,724BeginningYearBalanceAmt
Contributions$16,940,195ContributionsAmt
Investment Earnings Or Losses-$11,934,252InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,800,253GrantsOrScholarshipsAmt
Other Expenditures$20,579,082OtherExpendituresAmt
Administrative Expenses$1,135,619AdministrativeExpensesAmt
End Year Balance$618,975,713EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$503,436,957BeginningYearBalanceAmt
Contributions$6,495,344ContributionsAmt
Investment Earnings Or Losses$159,161,111InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,088,565GrantsOrScholarshipsAmt
Other Expenditures$20,345,506OtherExpendituresAmt
Administrative Expenses$1,174,617AdministrativeExpensesAmt
End Year Balance$641,484,724EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$526,881,390BeginningYearBalanceAmt
Contributions$9,740,486ContributionsAmt
Investment Earnings Or Losses-$5,944,382InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,297,088GrantsOrScholarshipsAmt
Other Expenditures$19,659,148OtherExpendituresAmt
Administrative Expenses$1,284,301AdministrativeExpensesAmt
End Year Balance$503,436,957EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.23750BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.50910PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25340TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$720,688OtherCostOrOtherBasisAmt
Book Value$720,688BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$300,592,974OtherCostOrOtherBasisAmt
Depreciation$140,043,179DepreciationAmt
Book Value$160,549,795BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,920,978OtherCostOrOtherBasisAmt
Depreciation$35,427,456DepreciationAmt
Book Value$8,493,522BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,055,976OtherCostOrOtherBasisAmt
Depreciation$30,194,468DepreciationAmt
Book Value$15,861,508BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$185,625,513TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY AND FIXED INCOME FUNDS$154,512,429F
PRIVATE EQUITY$280,424,479F
HEDGE AND REAL ESTATE FUNDS$173,731,683F
PLANNED GIVING AGREEMENTS$9,763,217F
PERPETUAL TRUSTS$4,258,905F
FieldValueIRS element (for citing)
Total Book Value Securities$622,690,713TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
FEDERAL STUDENT LOAN ADVANCES$62,377
LIABILITIES UNDER PLANNED GIVING AGREEMENTS$9,889,623
CONDITIONAL ASSET RETIREMENT OBLIGATION$806,929
REFUNDABLE ADVANCE THORNE SCHOOL$251,148
FUNDS HELD IN CUSTODY OF OTHERS$434,645
SECURITY DEPOSIT$45,837
ONECARD LIABILITY, CASH VALUE$9,541
FieldValueIRS element (for citing)
Total Liability$11,500,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$208,628,070TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$45,540,582NetUnrealizedGainsInvstAmt
Other Revenue-$38,824,783OtherRevenueAmt
Revenue Not Reported$6,715,799RevenueNotReportedAmt
Revenue Subtotal$201,912,271RevenueSubtotalAmt
Investment Expenses Not Incld$3,193,481InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$76,651OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,116,830RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$205,029,101TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$127,175,616TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$76,651OtherExpensesIncludedAmt
Expenses Not Reported$76,651ExpensesNotReportedAmt
Expenses Subtotal$127,098,965ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,193,481InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$41,046,422OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$44,239,903ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$171,338,868TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:SPECIAL COLLECTIONS OF ART AND HISTORICAL TREASURES SERVE TO ADVANCE SCHOLARSHIP AND TO FURTHER TEACHING, RESEARCH AND SERVICE. SPECIAL COLLECTIONS RANGE FROM QUAKER COLLECTIONS TO HAVERFORD ARCHIVES TO RARE MANUSCRIPTS TO FINE ART ASSETS. THE QUAKER COLLECTION CONSISTS OF MANUSCRIPTS AS WELL AS NUMEROUS PHOTOGRAPHS, WORKS OF ART, ARTIFACTS, FURNITURE AND FILMS. THE HAVERFORD ARCHIVES INCLUDE AMERICAN AND ENGLISH LITERATURE, HISTORY AND POLITICS. TODAY, THE COLLECTIONS OF FINE ART ENCOMPASS THREE AREAS: MATERIAL IN SUPPORT OF THE COLLEGE CURRICULA, MATERIAL THAT DOCUMENTS HAVERFORD'S HISTORY, AND MATERIAL THAT DOCUMENTS THE HISTORY OF QUAKERISM.
PART IV, LINE 1B:HAVERFORD IS THE TRUSTEE OF THE WILLIAM MAUL MEASEY TRUST. THE COLLEGE IS ENTITLED TO 60% OF THE GROSS INCOME OF THE TRUST AND INCLUDES 60% OF THE TRUST ASSETS IN ITS FINANCIAL STATEMENTS AND FORM 990. THE REMAINING 40% OF THE GROSS INCOME IS DISTRIBUTED TO SECONDARY SCHOOLS FOR STUDENT FINANCIAL AID. AS OF JUNE 30, 2024 40% OF THE TRUST ASSETS (FMV) WAS $89,513,332. THE 40% TRUST INCOME DISTRIBUTED TO THE SCHOOLS IS REPORTED IN PART IV, LINE 1E. THE SECONDARY SCHOOLS THAT RECEIVE TRUST INCOME ARE GEORGE SCHOOL, WESTTOWN SCHOOL, SCATTERGOOD FRIENDS AND OLNEY FRIENDS.
PART V, LINE 4:HAVERFORD SPENDS A PRUDENT AMOUNT OF ITS ENDOWMENT INCOME ANNUALLY TO SUPPORT THE EDUCATIONAL MISSION OF THE COLLEGE IN ACCORDANCE WITH DONOR RESTRICTIONS AND INTERNAL DESIGNATIONS. THE ENDOWMENT RESTRICTED DONOR DESIGNATIONS INCLUDE SCHOLARSHIPS, INSTRUCTIONAL PURPOSES, PROFESSORSHIPS, LIBRARY, RESEARCH, AND GENERAL EDUCATIONAL PURPOSES.
PART X, LINE 2:THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2024, THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES INFORMATION TAX RETURNS IN THE UNITED STATES OF AMERICA AND VARIOUS STATES. THE COLLEGE IS GENERALLY NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RESIDUAL INCOME FROM LIFE INCOME MATURITIES 55,947. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 1,497,724. CHANGE IN VALUE OF LIFE INCOME 853,895. NEW LIFE INCOME GIFT LIABILITY -136,555. FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINACIAL STATEMENTS -41,046,422. BAD DEBT EXPENSE: NON-OPERATING -49,372.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSES -76,651.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSE 76,651.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 41,046,422.

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 3SUCH A POLICY IS POSTED ON HAVERFORD'S WEBSITE AS WELL AS PUBLISHED IN HAVERFORD'S CATALOG AND OTHER ADMISSIONS LITERATURE. ALSO, THE POLICY IS PUBLISHED IN NEWSPAPERS AND/OR THE INTERNET WHEN ADVERTISING FOR EMPLOYMENT.
SCHEDULE E, PART I, LINE 6FEDERAL WORK STUDY $135,517, FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT (FSEOG) $220,346, PELL GRANT $1,294,201, PHEAA-FWS MATCH $19,010, PHEAA INSTITUTIONAL ASSISTANCE GRANT (IAG) $34,686.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICA07GRANTS TO RECIPIENTS$17,494
SUB-SAHARAN AFRICA010GRANTS TO RECIPIENTS$29,317
EUROPE (INCLUDING ICELAND & GREENLAND)050GRANTS TO RECIPIENTS$1,199,086
NORTH AMERICA013GRANTS TO RECIPIENTS$24,061
SOUTH ASIA09GRANTS TO RECIPIENTS$31,085
EAST ASIA AND THE PACIFIC025GRANTS TO RECIPIENTS$480,476
CENTRAL AMERICA AND THE CARIBBEAN04GRANTS TO RECIPIENTS$17,137
SOUTH AMERICA06GRANTS TO RECIPIENTS$93,718
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$3,827,384
NORTH AMERICA00INVESTMENTS$581,670
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$134,216,411
SOUTH ASIA01PROGRAM SERVICES$1,311PROFESSIONAL SERVICES
NORTH AMERICA03PROGRAM SERVICES$4,993PROFESSIONAL SERVICES
EAST ASIA AND THE PACIFIC03PROGRAM SERVICES$575PROFESSIONAL SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND)04PROGRAM SERVICES$6,086PROFESSIONAL SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND)012PROGRAM SERVICES$180,073PROGRAM TRAVEL
SUB-SAHARAN AFRICA02PROGRAM SERVICES$9,649PROGRAM TRAVEL
NORTH AMERICA05PROGRAM SERVICES$65,072PROGRAM TRAVEL
EAST ASIA AND THE PACIFIC02PROGRAM SERVICES$85,452PROGRAM TRAVEL
SOUTH AMERICA01PROGRAM SERVICES$24,430PROGRAM TRAVEL
CENTRAL AMERICA AND THE CARIBBEAN02PROGRAM SERVICES$20,470PROGRAM TRAVEL
MIDDLE EAST AND NORTH AFRICA05PROGRAM SERVICES$28,007PROGRAM TRAVEL
SOUTH ASIA02PROGRAM SERVICES$23,361PROGRAM TRAVEL
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$52,262STUDY ABROAD
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$1,898,230STUDY ABROAD
SOUTH AMERICA00PROGRAM SERVICES$46,075STUDY ABROAD
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$471,808STUDY ABROAD
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$18,539STUDY ABROAD
SUB-SAHARAN AFRICA00PROGRAM SERVICES$33,212STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees124SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee42ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee166TotalEmployeeCnt
Subtotal Spent$1,892,374SubtotalSpentAmt
Continuation Spent$141,595,070ContinuationSpentAmt
Total Spent$143,487,444TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (17 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDescManner Of Cash DisbursementMannerOfCashDisbursementTxt
HAVERFORD COLLEGE SCHOLARSHIPSEAST ASIA AND THE PACIFIC13$0$451,246TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)39$0$1,172,386TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSSOUTH AMERICA4$0$88,388TUITION REDUCTIONFMV
RESEARCH STIPENDSMIDDLE EAST AND NORTH AFRICA3$4,510CHECK
RESEARCH STIPENDSEUROPE (INCLUDING ICELAND & GREENLAND)4$11,300CHECK
RESEARCH STIPENDSNORTH AMERICA3$5,380CHECK
RESEARCH STIPENDSEAST ASIA AND THE PACIFIC3$6,000CHECK
RESEARCH STIPENDSSOUTH ASIA4$15,860CHECK
RESEARCH STIPENDSSUB-SAHARAN AFRICA4$12,935CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSMIDDLE EAST AND NORTH AFRICA4$12,984CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSUB-SAHARAN AFRICA6$16,382CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)7$15,400CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSNORTH AMERICA10$18,681CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSOUTH ASIA5$15,225CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSEAST ASIA AND THE PACIFIC9$23,230CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSCENTRAL AMERICA AND THE CARIBBEAN4$17,137CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSOUTH AMERICA2$5,330CHECK
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

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUPON REQUEST, QUALIFIED STUDENTS IN GOOD ACADEMIC AND DISCIPLINARY STANDING MAY BE GRANTED PERMISSION TO SPEND A SEMESTER OR YEAR STUDYING ABROAD. HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
WASHBURN & MCGOLDRICK LLC
24 NORTH BRYN MAWR AVENUE 252BRYN MAWRPA19010SOLICITATION ADVICE AND CONSULTING.0$0$28,000$0
EMILY WEISGRAU
D/B/A WEISWOOD STRATEGIES LTD 11NARBERTHPA19072SOLICITATION ADVICE AND CONSULTING.0$0$105,100$0
FieldValueIRS element (for citing)
Total Retained By Contractors$133,100TotalRetainedByContractorsAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BASEBALL GOLF OUTINGEvent1Nm
Gross Receipts Event1$22,950GrossReceiptsEvent1Amt
Charitable Contri Event1$10,950CharitableContriEvent1Amt
Gross Revenue Event1$12,000GrossRevenueEvent1Amt
Food And Beverage Event1$12,655FoodAndBeverageEvent1Amt
Event2MERION GOLF CLUB OUTINGEvent2Nm
Gross Receipts Event2$131,500GrossReceiptsEvent2Amt
Charitable Contri Event2$131,500CharitableContriEvent2Amt
Food And Beverage Event2$62,871FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,125OtherDirectExpensesEvent2Amt
Gross Receipts Total$154,450GrossReceiptsTotalAmt
Charitable Contributions Tot$142,450CharitableContributionsTotAmt
Gross Revenue Total Events$12,000GrossRevenueTotalEventsAmt
Food And Beverage Total Events$75,526FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,125OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$76,651DirectExpenseSummaryEventsAmt
Net Income Summary-$64,651NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
FOUNDATION FOR COMMUNITY SERVICE CO THE SHIPLEY SCHOOL
814 YARROW STREETBRYN MAWRPA19010232844309501(C)(3)$7,500$0ANNUAL SUPPORT
BRYN MAWR THEATRE FILM INSTITUTE
824 WEST LANCASTER AVENUEBRYN MAWRPA19010043682610501(C)(3)$5,500$0ANNUAL SUPPORT
JEWISH STUDENT ENRICHMENT CENTER
780 COLLEGE AVENUEHAVERFORDPA19041261753729501(C)(3)$5,180$0SUPPORT FOR STUDENT ORGANIZATION
PHILADELPHIA YEARLY MEETING OF FRIENDS
855 BUCK LNHAVERFORDPA19041231352318501(C)(3)$7,200$0ANNUAL SUPPORT
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 211PHILADELPHIAPA19104231352685501(C)(3)$24,723$0RESEARCH-CHARLES E. KAUFMAN FOUNDATION SUBAWARD
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescCash GrantCashGrantAmt
BECKMAN SCHOLARS PROGRAM1$4,600FMVTUITION REDUCTION
CHESICK SCHOLARS FUNDING74$36,985
FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS114$220,346FMVTUITION REDUCTION
HAVERFORD COLLEGE SCHOLARSHIPS662$39,109,455FMVTUITION REDUCTION
RESEARCH STIPENDS256$658,265
STUDENT EMERGENCY FUNDING188$167,849
STUDENT LOAN DEBT RELIEF33$44,875
EXTERNAL (OFF-CAMPUS) INTERNSHIPS183$524,446

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AWARDS TO SUB RECIPIENTS ARE ISSUED IN ACCORDANCE WITH COLLEGE ACCOUNTING AND BUSINESS POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) ARE AWARDED BASED ON FAMILY CONTRIBUTION. ELIGIBILITY IS DETERMINED BY THE FAFSA AND REGULATIONS DETERMINED BY THE U.S. DEPARTMENT OF EDUCATION. PER THE DEPARTMENT OF EDUCATION REGULATIONS, STUDENTS WHO RECEIVE PELL GRANTS MUST BE PROVIDED SEOG FUNDS FIRST. IF THE STUDENT IS SELECTED TO RECEIVE THESE AWARDS, OTHER VERIFICATION FORMS MAY BE REQUIRED; INCLUDING THE VERIFICATION STATEMENT, PARENT AND STUDENT TAX RETURNS, AND NON-TAX FILER STATEMENTS. SEOG AWARDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. SEOG AWARDS ARE AUDITED ANNUALLY BY THE COLLEGE'S OUTSIDE AUDITORS IN CONJUNCTION WITH THE SINGLE AUDIT. THE BECKMAN SCHOLARS PROGRAM IS SPONSORED BY THE ARNOLD AND MABEL BECKMAN FOUNDATION. STUDENTS MUST APPLY AND BE SELECTED TO RECEIVE THE AWARD WHICH INCLUDES AN ACADEMIC YEAR SCHOLARSHIP OF $4,600 THAT IS CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EMERGENCY FUNDING FOR STUDENTS IS PROVIDED BY THE LIFTFAR (LOW-INCOME AND FIRST-IN-THEIR-FAMILY ASSISTANCE AND RESOURCES) PROGRAM. STUDENTS THAT HAVE BELOW A CERTAIN EXPECTED FAMILY CONTRIBUTION (EFC) ARE ELIGIBLE TO APPLY AND ARE NOTIFIED BY EMAIL AT THE BEGINNING OF EACH SEMESTER. FUNDING IS ONLY AVAILABLE FOR CURRENT STUDENTS DURING THE ACADEMIC YEAR AND IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE JOHN P. CHESICK SCHOLARS PROGRAM IS A FOUR-YEAR ACADEMIC LEADERSHIP AND MENTORING PROGRAM FOR HAVERFORD STUDENTS FROM BACKGROUNDS THAT ARE UNDER-REPRESENTED IN ACADEMIA, INCLUDING ALL FGLI (FIRST-GENERATION/LOW-INCOME) ENTERING STUDENTS. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE STUDENT LOAN DEBT RELIEF PROGRAM IS DESIGNED TO ASSIST HAVERFORD ALUMNI FOR WHOM DEBT FROM STUDENT LOANS WOULD PROVE TO BE A GENUINE BURDEN, SUCH AS FOR THOSE WHO CHOOSE CAREERS OF HIGH SOCIETAL VALUE BUT LOW REMUNERATION OR WHO ARE TEMPORARILY UNEMPLOYED. INDIVIDUALS WHO ARE ELIGIBLE TO APPLY FOR SUPPORT WILL BE NOTIFIED BY THE OFFICE OF ADMISSION DURING THE SUMMER AND WILL BE PROVIDED INSTRUCTIONS ON HOW TO APPLY. APPLICANTS WILL BE REQUIRED TO COMPLETE AN APPLICATION AND CONFIRM THEIR CONTINUED ELIGIBILITY BY SUBMITTING SUPPORTING DOCUMENTATION. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
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
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
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 (18 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
WENDY RAYMOND
PRESIDENT$553,289$0$0$0$10,134$0$56,500$0$130,631$0$750,554$0$0$0
MICHAEL H CASEL
FORMER CIO, ASST. TREASURER$2,165$0$164,861$0$429,989$0$333$0$1,952$0$599,300$0$0$0
ARA SERJOIE
FORMER VP, INST. ADVANCEMENT$11,410$0$0$0$308,744$0$1,248$0$1,438$0$322,840$0$0$0
LINDA STRONG-LEEK
PROVOST$244,540$0$0$0$17,298$0$25,721$0$9,252$0$296,811$0$0$0
NICO WASHINGTON
VP, FINANCE & ADMIN./TREASURER$260,648$0$0$0$1,250$0$26,898$0$2,372$0$291,168$0$0$0
JOHN MCKNIGHT
DEAN OF THE COLLEGE$207,468$0$0$0$0$0$22,668$0$58,280$0$288,416$0$0$0
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID$218,607$0$0$0$0$0$23,500$0$40,905$0$283,012$0$0$0
JESSE H LYTLE
VP/CHIEF OF STAFF/SECRETARY$173,379$0$0$0$0$0$19,383$0$89,309$0$282,071$0$0$0
KIMBERLY BENSTON
PROFESSOR/FORMER PRESIDENT$218,918$0$0$0$0$0$23,173$0$18,000$0$260,091$0$0$0
THELATHIA YOUNG
VP, INSTITUTIONAL EQUITY & ACCESS$200,242$0$0$0$0$0$21,425$0$17,841$0$239,508$0$0$0
MEGAN E FITCH
CHIEF INFORMATION OFFICER$203,154$0$0$0$0$0$21,678$0$9,813$0$234,645$0$0$0
EDWARD ROBERTS
ASST. VP, PHILANTHROPY & CAMPAIGN$188,091$0$0$0$6,500$0$19,893$0$9,650$0$224,134$0$0$0
BRIGID ISACKMAN
AVP & CONTROLLER/ASST. TREASURER$177,395$0$0$0$0$0$19,784$0$24,855$0$222,034$0$0$0
ASHOK GANGADEAN
PROFESSOR$184,375$0$0$0$0$0$19,718$0$17,685$0$221,778$0$0$0
LINDA GERSTEIN
PROFESSOR$192,238$0$0$0$0$0$20,430$0$8,991$0$221,659$0$0$0
ANNE PRESTON
PROFESSOR$188,773$0$0$0$0$0$18,694$0$9,541$0$217,008$0$0$0
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT$172,591$0$0$0$1,500$0$18,259$0$1,571$0$193,921$0$0$0
KIMBERLY SPANG
VP, INSTITUTIONAL ADVANCE/ASST SEC.$139,118$0$20,000$0$0$0$14,750$0$10,040$0$183,908$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ANON-TAXABLE HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, PRESIDENT WENDY RAYMOND AND DEAN OF THE COLLEGE JOHN MCKNIGHT RESIDE ON CAMPUS FREE OF RENT. SOCIAL CLUB DUES: THE SOCIAL CLUB DUES OF THE PRESIDENT ARE PAID BY THE COLLEGE AND INCLUDED AS TAXABLE INCOME ON THE PRESIDENT'S W-2. THE PRESIDENT RECEIVED GROSS UP PAYMENTS FOR THE TAXABLE PORTION OF LIFE INSURANCE, PERSONAL USE OF COLLEGE PROVIDED VEHICLE, AND SOCIAL CLUB DUES.
PART I, LINES 4A-BMICHAEL CASEL RECEIVED A SEVERANCE PAYMENT IN 2023 IN THE AMOUNT OF $82,431. ARA SERJOIE RECEIVED A SEVERANCE PAYMENT IN 2023 IN THE AMOUNT OF $267,806. WENDY RAYMOND RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HER 457(F) PROGRAM IN 2023 IN THE AMOUNT OF $24.
PART I, LINE 7THE BONUSES WERE APPROVED BY SENIOR LEADERS AND THE CFO. THE RETENTION BONUS WAS BOARD APPROVED DUE TO THE HIGH-RISK NATURE OF LOSING THE CURRENT CHIEF INVESTMENT OFFICER WHILE SELECTING AND ONBOARDING AN OUTSOURCED CHIEF INVESTMENT OFFICER.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DELAWARE COUNTY AUTHORITY
A231973437246003NJ22017-02-28$110,381,164REFUND PORTION 2008 BONDS, 2010 BONDS, ALL 2010A BONDS000
DELAWARE COUNTY AUTHORITY
B231973437NONEAVAIL2017-02-28$29,845,000PART REFUND 2008 BONDS: RENOVATION OF SHARPLESS HALL, RYAN GYM/VCAM, DINING000
DELAWARE COUNTY AUTHORITY
C231973437246003PH42020-03-24$9,125,000REFUND OF 2010 BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmt
A$10,246,048$110,381,164$734,217$109,646,9472017Yes (1)Yes (1)Yes (1)Yes (1)
B$29,845,000$102,807$6,702,1922020Yes (1)0Yes (1)Yes (1)$624,499$22,415,502
C$1,988,000$9,125,000$170,000$8,955,0002020Yes (1)0Yes (1)Yes (1)

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
A00000.000000.000000.00000000
B00000.000000.000000.00000000
C00000.000000.000000.00000000

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
A000Yes (1)0000Yes (1)
B000Yes (1)Yes (1)00Yes (1)Yes (1)
C0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART IV, LINE 2C:DELAWARE COUNTY AUTHORITY - 02/28/2017 $110,381,164 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2024. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2024.
SCHEDULE K, PART IV, LINE 2C:DELAWARE COUNTY AUTHORITY - 02/28/2017 $29,845,000 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2024. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2024.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$2NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE VALUEMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE VALUEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$16NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution85ContributionCnt
Noncash Contributions Rpt F990$2,118,132NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEQUIPMENTDesc
Contribution12ContributionCnt
Noncash Contributions Rpt F990$808NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
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 FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS IN EACH CATEGORY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 1A:THE TOTAL NUMBER REPORTED IN BOX 3 OF ALL 2023 FORM 1096 FILINGS IS 2,589. THIS IS WHAT IS REPORTED ON FORM 990, PART V, LINE 1A. INCLUDED IN THIS TOTAL ARE 1,835 FORM 1098-T FILINGS.
FORM 990, PART VI, SECTION A, LINE 6HAVERFORD HAS ONE CLASS OF MEMBERS WHO MAY INCLUDE ANY MEMBER OF THE RELIGIOUS SOCIETY OF FRIENDS, ANYONE WHO HAS SERVED AS PRESIDENT OF THE COLLEGE OR AS A MEMBER OF THE BOARD OF MANAGERS FOR AT LEAST SIX CONSECUTIVE YEARS (WHETHER OR NOT STILL SERVING), AND ANY OTHER INTERESTED PERSON. FURTHERMORE, EACH NOMINEE SHALL IN ALL CASES BE GROUNDED IN AND LED BY VALUES ALIGNED WITH THE FAITH AND PRACTICE OF THE RELIGIOUS SOCIETY OF FRIENDS, SHARE A COMMITMENT TO THE STEWARDSHIP OF THE COLLEGE, AND BE OPEN TO LEARNING AND BEING GUIDED BY QUAKER PROCESS AND DECISION MAKING IN SERVING THE COLLEGE.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS FORMALLY ELECT ALL THE MEMBERS OF THE BOARD, INCLUDING THOSE NOMINATED BY HAVERFORD, BY THE BOARD AND BY THE ALUMNI ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7BANY AND ALL AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN MANAGEMENT PROVIDES THE ENTIRE FORM 990 TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD FOR REVIEW AND DISCUSSION PRIOR TO ITS FURTHER DISSEMINATION TO THE BOARD. THE ENTIRE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF MANAGERS PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ELECTRONICALLY TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE PRESIDENT'S OFFICE TRACKS AND ENSURES COMPLIANCE WITH COMPLETING AND SUBMITTING THE CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE POLICY REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED THROUGHOUT THE YEAR AS THEY ARISE AS WELL AS FOR PERIODIC REVIEWS TO IDENTIFY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. IF A CONFLICT WERE TO ARISE, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING FOR INVESTIGATION AND RESOLUTION. AFTER THE PRESENTATION, THE INTERESTED PERSON WOULD REMOVE THEMSELVES FROM THE MEETING DURING THE FINAL DELIBERATIONS AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS TYPICALLY DETERMINED AFTER AN ANNUAL REVIEW BY THE BOARD'S COMMITTEE ON PRESIDENTIAL COMPENSATION AND REVIEW. THE REVIEW, ALONG WITH PRIVATE COLLEGE EXECUTIVE COMPENSATION SURVEYS, HELP DETERMINE THE PRESIDENT'S SALARY. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE DOCUMENTED TIMELY. THE COMPENSATION FOR PRESIDENT WENDY RAYMOND WAS DETERMINED BY THE BOARD USING A SIMILAR BENCHMARK PROCESS BUT WITHIN HIRING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT REPORTS TO THE BOARD IN EXECUTIVE SESSION INFORMATION REGARDING THE ANNUAL PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19THE COLLEGE'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH OUR WEBSITE AND UPON REQUEST. THE COLLEGE'S FORM 990T IS AVAILABLE UPON REQUEST. THE COLLEGE'S FORM 990 IS ALSO OPEN TO THE GENERAL PUBLIC ON GUIDESTAR'S WEBSITE. CURRENTLY, THE COLLEGE DOES NOT PUBLISH GOVERNING DOCUMENTS; HOWEVER, THESE ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 1,497,724. CHANGE IN VALUE OF LIFE INCOME 853,895. NEW LIFE INCOME GIFT LIABILITY -136,555. RESIDUAL INCOME FROM LIFE INCOME MATURITIES 55,947. BAD DEBT EXPENSE: NON-OPERATING -49,372.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
THE WILLIAM MAUL MEASEY TRUST
C/O HAVERFORD COLLEGE 370 LANCASTERHAVERFORDPA19041946714956CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGET$7,531,412$134,269,9980.60000Yes (1)
CHARITABLE POOLED INCOME FUND (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
CHARITABLE REMAINDER ANNUITY TRUST (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
NET INCOME MAKEUP CHARITABLE REMAINDER UNITRUST (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
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 OrgYes (1)PerformOfServicesForOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE WILLIAM MAUL MEASEY TRUST
C$4,830,785BOOK VALUE
THE WILLIAM MAUL MEASEY TRUST
L$966,157BOOK VALUE

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