SALUS UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SALUS UNIVERSITY (EIN 23-1413680)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-25
- IRS object ID
- 202301159349301110
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-25T09:14:08-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231413680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALUS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALU | BusinessNameControlTxt |
| Phone | 2157801400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD C KATES | PersonNm |
| Person Title | VP FINANCE | PersonTitleTxt |
| Phone | 2157801400 | PhoneNum |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | KATES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2023-04-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MICHAEL H MITTELMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,636,763 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SALUS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING INTEGRATED HEALTH CARE THROUGH INNOVATIVE EDUCATION, RESEARCH AND CLINICAL SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 898 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,667,979 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,269,988 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,119,834 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,248,274 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,912 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,102,741 | PYOtherRevenueAmt |
| CY Other Revenue | $1,429,239 | CYOtherRevenueAmt |
| PY Total Revenue | $53,963,466 | PYTotalRevenueAmt |
| CY Total Revenue | $55,000,355 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,202,233 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,858,709 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,916,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,202,936 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $64,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $8,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $580,168 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,466,184 | PYOtherExpensesAmt |
| CY Other Expenses | $16,706,938 | CYOtherExpensesAmt |
| PY Total Expenses | $51,648,913 | PYTotalExpensesAmt |
| CY Total Expenses | $55,776,583 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,314,553 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$776,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,855,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,273,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,924,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,197,194 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,931,222 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,075,860 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SALUS UNIVERSITY IS TO ADVANCE INTEGRATED HEALTH CARE THROUGH INNOVATIVE EDUCATION, RESEARCH AND CLINICAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,303,641 | ExpenseAmt |
| Grant | $5,858,709 | GrantAmt |
| Revenue | $45,836,633 | RevenueAmt |
| Desc | POST GRADUATE PROGRAM: SALUS UNIVERSITY IS A POST GRADUATE EDUCATIONAL INSTITUTION. THE UNIVERSITY PROGRAMS LEAD TO DOCTORAL DEGREES IN OPTOMETRY, AUDIOLOGY AND OCCUPATIONAL THERAPY, A PHD IN BIOMEDICINE, AND MASTER'S DEGREES IN MEDICAL SCIENCE, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE, LOW VISION REHABILITATION AND OTHERS. THE UNIVERSITY ENROLLED 1,375 STUDENTS. DURING THE YEAR 391 STUDENTS EARNED DEGREES, 26 EARNED CERTIFICATIONS, AND 26 STUDENTS COMPLETED NON-DEGREE STUDIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,480,679 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,586,995 | RevenueAmt |
| Desc | CLINICAL PROGRAM: THE UNIVERSITY OPERATES THREE CLINICAL TEACHING FACILITIES. APPROXIMATELY 700 STUDENTS ARE TRAINED ANNUALLY. THE CLINICS PROVIDED EYE CARE, EAR CARE AND SPEECH AND LANGUAGE REHABILITATION TO OVER 40,000 PATIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,221,238 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH PROGRAM: THE UNIVERSITY RECEIVES FEDERAL, STATE AND PRIVATE GRANTS TO SUPPORT BASIC RESEARCH, CLINICAL RESEARCH, SPECIALIZED TRAINING AND STUDENT FINANCIAL AID. THESE AMOUNTS ARE EXPENDED PURSUANT TO THE GRANT AGREEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,005,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 234 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 898 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD C KATES | PersonNm |
| Phone | 2157801240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR MICHAEL H MITTELMAN | |||||||||
| PRESIDENT | 45.00 | 1.00 | Yes (X) | Yes (X) | $384,809 | $0 | $37,535 | ||
| DR RADKIKA ARAVAMUDHAN | |||||||||
| DEAN COLLEGE OF AUDIOLOGY | 35.00 | 0.00 | $295,394 | $0 | $38,344 | Yes (X) | |||
| DR MELISSA TREGO | |||||||||
| DEAN COLLEGE OF OPTOMETRY | 35.00 | 0.00 | $287,197 | $0 | $35,554 | Yes (X) | |||
| DR BARRY ECKERT | |||||||||
| VICE PRESIDENT AND PROVOST | 45.00 | 0.00 | $269,422 | $0 | $47,491 | Yes (X) | |||
| DR MITCHELL SCHEIMAN | |||||||||
| DEAN RESEARCH | 35.00 | 0.00 | $269,823 | $0 | $31,258 | Yes (X) | |||
| MR DONALD C KATES | |||||||||
| VP FINANCE | 45.00 | 1.00 | Yes (X) | $223,072 | $0 | $42,001 | |||
| DR JAMES KONOPACK | |||||||||
| DEAN EDUCATION AND REHABILITATION | 35.00 | 0.00 | $227,290 | $0 | $29,937 | Yes (X) | |||
| DR MARIA L PARISI | |||||||||
| FACULTY | 35.00 | 0.00 | $219,518 | $0 | $25,839 | Yes (X) | |||
| MR JOHN GAAL | |||||||||
| VP CLINIC OPERATIONS | 45.00 | 0.00 | $189,903 | $0 | $26,763 | Yes (X) | |||
| MR BRIAN D ZUCKERMAN ESQ | |||||||||
| GENERAL COUNSEL | 45.00 | 0.00 | $165,779 | $0 | $41,320 | Yes (X) | |||
| DR JAMIE AE NEIMAN | |||||||||
| TRUSTEE/INSTRUCTOR | 1.00 | 0.00 | Yes (X) | $117,874 | $0 | $11,616 | |||
| MR CHASE SERENO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $253 | $0 | $0 | |||
| MS REBECCA DELIA | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DANIEL ABRAMOWICZ | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR CRAIG CASSEY | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS EMILY TURNER | |||||||||
| TREASURER FEB 2022, TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DERRICK ARTIS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR THOMAS BEEMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CHRISTOPHER DEZZI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR READE FAHS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS CAROLYN FORCINA | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR KEITH D IGNOTZ | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS KATHLEEN KINSLOW | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS JOYCE KOH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS DANA MATTINGLY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS SARA MITCHELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MICHELE PALOS-SAMSI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS SHANNON TORNOE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS JO SURPIN | |||||||||
| TRUSTEE TO DEC 2021 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES BRAND | |||||||||
| TRUSTEE TO JAN 2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS ADRIENNE PHILLIPS | |||||||||
| TRUSTEE TO JAN 2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS TERRI ALBERTSON | |||||||||
| TREASURER TO FEB 2022 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,650,334 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $367,658 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 101 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATRIOT CONSTRUCTION INC | |||||
| 950 CALCON HOOK ROAD SUITE 25 | SHARON HILL | PA | 19075 | CONSTRUCTION SERVICES | $1,455,042 |
| EDA CONTRACTORS INC | |||||
| 633 DUNKSFERRY ROAD UNIT A | BENSALEM | PA | 19020 | CONSTRUCTION SERVICES | $538,768 |
| METZ CULINARY MANAGEMENT | |||||
| TWO WOODLAND DRIVE | DALLAS | PA | 18612 | DINING MANAGEMENT SERVICES | $377,776 |
| NEXTGEN HEALTHCARE | |||||
| PO BOX 80939 | CHICAGO | IL | 60680 | SOFTWARE FOR CLINICS | $375,491 |
| EB O'REILLY SERVICING CORPORATION | |||||
| 23 W HIGHLAND AVENUE | PHILADELPHIA | PA | 19118 | CONSTRUCTION SERVICES | $324,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,536,152 | RelatedOrganizationsAmt |
| Government Grants | $1,568,836 | GovernmentGrantsAmt |
| All Other Contributions | $1,165,000 | AllOtherContributionsAmt |
| Total Contributions | $5,269,988 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611310 | $45,836,633 | $45,836,633 |
| PATIENT CARE | 611310 | $2,411,641 | $2,411,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,248,274 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,854 | TotalRevenueColumnAmt |
| Exclusion | $52,854 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,700 | TotalRevenueColumnAmt |
| Exclusion | $67,700 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,297,092 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,010,661 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $286,431 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,431 | TotalRevenueColumnAmt |
| Exclusion | $286,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $50,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $21,646 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,354 | TotalRevenueColumnAmt |
| Exclusion | $28,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $779,455 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $604,101 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $175,354 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT FEE | 900099 | $255,000 | $255,000 |
| HAFTER FEES | 900099 | $225,020 | $225,020 |
| COMMISSIONS | 900099 | $23,613 | $23,613 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,767 | TotalRevenueColumnAmt |
| Exclusion | $367,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $871,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,000,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,423,628 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,306,739 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000,000 | TotalAmt |
| Program Services | $3,000,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,052 | TotalAmt |
| Program Services | $2,834,052 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,657 | TotalAmt |
| Program Services | $24,657 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,364 | TotalAmt |
| Program Services | $670,643 | ProgramServicesAmt |
| Management And General | $906,721 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,503,123 | TotalAmt |
| Program Services | $20,040,180 | ProgramServicesAmt |
| Management And General | $3,150,458 | ManagementAndGeneralAmt |
| Fundraising | $312,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272,701 | TotalAmt |
| Program Services | $1,939,447 | ProgramServicesAmt |
| Management And General | $302,915 | ManagementAndGeneralAmt |
| Fundraising | $30,339 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,878,457 | TotalAmt |
| Program Services | $3,263,187 | ProgramServicesAmt |
| Management And General | $565,284 | ManagementAndGeneralAmt |
| Fundraising | $49,986 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,971,291 | TotalAmt |
| Program Services | $1,639,623 | ProgramServicesAmt |
| Management And General | $306,773 | ManagementAndGeneralAmt |
| Fundraising | $24,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,808 | TotalAmt |
| Program Services | $35,808 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,532 | TotalAmt |
| Management And General | $76,532 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,500 | TotalAmt |
| Management And General | $90,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Fundraising | $8,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,074,229 | TotalAmt |
| Program Services | $2,760,253 | ProgramServicesAmt |
| Management And General | $288,061 | ManagementAndGeneralAmt |
| Fundraising | $25,915 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,388 | TotalAmt |
| Program Services | $243,942 | ProgramServicesAmt |
| Management And General | $31,446 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,839 | TotalAmt |
| Program Services | $205,872 | ProgramServicesAmt |
| Management And General | $286,191 | ManagementAndGeneralAmt |
| Fundraising | $33,776 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,793,699 | TotalAmt |
| Program Services | $1,475,377 | ProgramServicesAmt |
| Management And General | $1,318,322 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203,808 | TotalAmt |
| Program Services | $2,360,660 | ProgramServicesAmt |
| Management And General | $843,148 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,671 | TotalAmt |
| Program Services | $197,883 | ProgramServicesAmt |
| Management And General | $33,788 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,510 | TotalAmt |
| Program Services | $303,837 | ProgramServicesAmt |
| Management And General | $11,673 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,708 | TotalAmt |
| Program Services | $202,394 | ProgramServicesAmt |
| Management And General | $107,314 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,982 | TotalAmt |
| Program Services | $1,968,332 | ProgramServicesAmt |
| Management And General | $666,650 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,812 | TotalAmt |
| Program Services | $273,180 | ProgramServicesAmt |
| Management And General | $200,632 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE | $852,296 | $629,668 | $222,628 |
| EQUIPMENT | $340,987 | $340,987 | |
| PATIENT CARE | $302,959 | $302,959 | |
| EVENT EXPENSES | $252,007 | $109,227 | $142,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,203 | TotalAmt |
| Program Services | $183,390 | ProgramServicesAmt |
| Management And General | $639,041 | ManagementAndGeneralAmt |
| Fundraising | $94,772 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,776,583 | TotalAmt |
| Program Services | $45,005,558 | ProgramServicesAmt |
| Management And General | $10,190,857 | ManagementAndGeneralAmt |
| Fundraising | $580,168 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,614,672 | BOYAmt |
| EOY | $16,534,301 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,754,103 | BOYAmt |
| EOY | $3,216,151 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,087 | BOYAmt |
| EOY | $46,104 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,720 | BOYAmt |
| EOY | $1,054,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,092,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,770,074 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,529,238 | BOYAmt |
| EOY | $38,322,657 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,429,833 | BOYAmt |
| EOY | $8,568,700 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,587,137 | BOYAmt |
| EOY | $3,530,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,855,290 | BOYAmt |
| EOY | $71,273,054 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,802,488 | BOYAmt |
| EOY | $2,271,926 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,912,353 | BOYAmt |
| EOY | $6,397,659 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,669,320 | BOYAmt |
| EOY | $13,320,629 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,770 | BOYAmt |
| EOY | $682,238 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,531,137 | BOYAmt |
| EOY | $20,524,742 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,924,068 | BOYAmt |
| EOY | $43,197,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,763,737 | BOYAmt |
| EOY | $17,086,103 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,485 | BOYAmt |
| EOY | $10,989,757 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,931,222 | BOYAmt |
| EOY | $28,075,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,855,290 | BOYAmt |
| EOY | $71,273,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$776,228 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,920,866 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,686,083 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,776,583 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $25,139 | CurrentYearMinus3Amt |
| Current Year Minus2 | $69,868 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,860 | CurrentYearMinus1Amt |
| Current Year | $90,500 | CurrentYearAmt |
| Total | $294,367 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,407,910 | BeginningYearBalanceAmt |
| Contributions | $3,574,092 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,147,168 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $211,925 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,850,472 | OtherExpendituresAmt |
| End Year Balance | $50,772,437 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,617,036 | BeginningYearBalanceAmt |
| Contributions | $702,306 | ContributionsAmt |
| Investment Earnings Or Losses | $11,760,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $180,585 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,490,994 | OtherExpendituresAmt |
| End Year Balance | $57,407,910 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,254,055 | BeginningYearBalanceAmt |
| Contributions | $983,421 | ContributionsAmt |
| Investment Earnings Or Losses | $1,036,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $128,063 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,528,625 | OtherExpendituresAmt |
| End Year Balance | $46,617,036 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,807,417 | BeginningYearBalanceAmt |
| Contributions | $20,839,667 | ContributionsAmt |
| Investment Earnings Or Losses | $2,125,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,085 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,410,399 | OtherExpendituresAmt |
| End Year Balance | $46,254,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,361,107 | BeginningYearBalanceAmt |
| Contributions | $427,117 | ContributionsAmt |
| Investment Earnings Or Losses | $1,849,435 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,962 | GrantsOrScholarshipsAmt |
| Other Expenditures | $743,280 | OtherExpendituresAmt |
| End Year Balance | $24,807,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,563,250 | OtherCostOrOtherBasisAmt |
| Book Value | $1,563,250 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,478,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,930,770 | DepreciationAmt |
| Book Value | $7,548,065 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,419,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,977,773 | DepreciationAmt |
| Book Value | $22,441,992 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,231,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,861,531 | DepreciationAmt |
| Book Value | $4,369,907 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,399,443 | OtherCostOrOtherBasisAmt |
| Book Value | $2,399,443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,322,657 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT LOANS TO STUDENTS | Desc |
| Book Value | $8,568,700 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $8,568,700 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT ADVANCES | $11,822,176 |
| POST RETIREMENT BENEFITS | $7,340,124 |
| OTHER LIABILITIES | $1,362,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,524,742 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE HELD BY PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. THE PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION'S ENDOWMENT CONSISTS OF A PORTFOLIO OF ACTIVELY MANAGED FUNDS ESTABLISHED TO PROVIDE BOTH A SOURCE OF OPERATING FUNDS AS WELL AS LONG-TERM FINANCIAL STABILITY. THE ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS OR QUASI ENDOWMENTS. ENDOWMENT FUNDS MAY HAVE PURPOSE RESTRICTIONS ON USE OF THE INCOME, SUCH AS SCHOLARSHIPS, PROFESSORSHIPS, AND RESEARCH. BOARD DESIGNATED FUNDS ARE DIRECTED TO SUPPORT THE OPERATIONS OF THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FILES FEDERAL TAX FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ANNUALLY FOR INFORMATIONAL PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS PUBLISHED IN SALUS MAGAZINE, SALUS VIEW BOOK, THE STUDENT HANDBOOK, THE APPLICATION FOR ADMISSIONS AND IS PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBSITE AT WWW.SALUS.EDU/LIFE/DIVERSITY. SALUS VIEW BOOK IS DISTRIBUTED BY ADMISSIONS TO POTENTIAL APPLICANTS. |
| SCHEDULE E, PART I, LINE 6 | STUDENTS MAY RECEIVES FUNDING FROM THE FEDERAL GOVERNMENT IN THE FORM OF DIRECT UNSUBSIDIZED STUDENT LOANS, GRADUATE PLUS LOANS AND FEDERAL WORK STUDY AWARDS. SCHOLARSHIPS AND GRANT ASSISTANCE MAY COME FROM A VARIETY OF SOURCES INCLUDING INSTITUTIONAL, PRIVATE AND GOVERNMENTAL PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | SCHOLARSHIPS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $24,657 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,657 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,657 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $24,657 | CashGrantAmt |
| Manner Of Cash Disbursement | APPLIED TO STUDENT'S TUITION ACCOUNT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UNIVERSITY PROVIDES SCHOLARSHIPS AND OTHER SUPPORT TO STUDENTS MATRICULATING AT THE UNIVERSITY; THEREFORE, NO FUNDS ARE PAID DIRECTLY TO RECIPIENTS, RATHER ALL FUNDS GRANTED ARE USED TO DEFRAY THE COST OF TUITION AND NO FURTHER MONITORING OF THE GRANTS IS REQUIRED. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $50,000 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $15,000 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $6,646 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $50,000 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $15,000 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $6,646 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $21,646 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $28,354 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE PATTERSON VP INSTITUTIONAL ADVANCEMENT | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE PATTERSON VP INSTITUTIONAL ADVANCEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | THE GAMING MANAGER COORDINATES THE ANNUAL ALUMNI ASSOCIATION RAFFLE. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 233030893 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,000,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT LONG-TERM UNIVERSITY NEEDS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SCHOLARSHIPS | 300 | $1,792,287 | $0 | N/A | N/A |
| OTHER STUDENT SUPPORT | 1005 | $1,041,765 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PART OF UNIVERSITY OPERATIONS, THE UNIVERSITY AND ITS RELATED FOUNDATION TRANSFER FUNDS AS NEEDED TO SUPPORT THE MUTUAL NEEDS OF THE SEPARATE ENTITIES. WHEN THIS OCCURS THE SHARED MANAGEMENT AND OVERLAPPING GOVERNANCE OF THE ENTITIES ENSURES ALL FUNDS ARE USED FOR THEIR INTENDED PURPOSES. THE UNIVERSITY PROVIDES SCHOLARSHIPS AND OTHER SUPPORT TO STUDENTS MATRICULATING AT THE UNIVERSITY; THEREFORE, NO FUNDS ARE PAID DIRECTLY TO RECIPIENTS, RATHER ALL FUNDS GRANTED ARE USED TO DEFRAY THE COST OF TUITION AND NO FURTHER MONITORING OF THE GRANTS IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MICHAEL H MITTELMAN | ||||||||||||||
| PRESIDENT | $299,740 | $0 | $33,671 | $0 | $51,398 | $0 | $29,423 | $0 | $8,112 | $0 | $422,344 | $0 | $0 | $0 |
| DR RADKIKA ARAVAMUDHAN | ||||||||||||||
| DEAN COLLEGE OF AUDIOLOGY | $240,900 | $0 | $5,380 | $0 | $49,114 | $0 | $22,212 | $0 | $16,132 | $0 | $333,738 | $0 | $0 | $0 |
| DR MELISSA TREGO | ||||||||||||||
| DEAN COLLEGE OF OPTOMETRY | $287,197 | $0 | $0 | $0 | $0 | $0 | $27,247 | $0 | $8,307 | $0 | $322,751 | $0 | $0 | $0 |
| DR BARRY ECKERT | ||||||||||||||
| VICE PRESIDENT AND PROVOST | $262,820 | $0 | $6,602 | $0 | $0 | $0 | $28,010 | $0 | $19,481 | $0 | $316,913 | $0 | $0 | $0 |
| DR MITCHELL SCHEIMAN | ||||||||||||||
| DEAN RESEARCH | $257,396 | $0 | $5,570 | $0 | $6,857 | $0 | $23,160 | $0 | $8,098 | $0 | $301,081 | $0 | $0 | $0 |
| MR DONALD C KATES | ||||||||||||||
| VP FINANCE | $217,603 | $0 | $5,469 | $0 | $0 | $0 | $23,200 | $0 | $18,801 | $0 | $265,073 | $0 | $0 | $0 |
| DR JAMES KONOPACK | ||||||||||||||
| DEAN EDUCATION AND REHABILITATION | $223,501 | $0 | $3,789 | $0 | $0 | $0 | $22,708 | $0 | $7,229 | $0 | $257,227 | $0 | $0 | $0 |
| DR MARIA L PARISI | ||||||||||||||
| FACULTY | $169,203 | $0 | $3,704 | $0 | $46,611 | $0 | $15,984 | $0 | $9,855 | $0 | $245,357 | $0 | $0 | $0 |
| MR JOHN GAAL | ||||||||||||||
| VP CLINIC OPERATIONS | $178,658 | $0 | $4,388 | $0 | $6,857 | $0 | $18,617 | $0 | $8,146 | $0 | $216,666 | $0 | $0 | $0 |
| MR BRIAN D ZUCKERMAN ESQ | ||||||||||||||
| GENERAL COUNSEL | $159,596 | $0 | $6,183 | $0 | $0 | $0 | $17,719 | $0 | $23,601 | $0 | $207,099 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | IN 2021, ALL CURRENT FACULTY AND STAFF EMPLOYED ON JUNE 30, 2021, WERE PAID A BONUS EQUAL TO 2.5% OF THEIR PRIOR YEAR BASE PAY. THIS HAS BEEN DETERMINED TO BE A FIXED PAYMENT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH PENN HEALTH HOSPITAL AND EDUCATION AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232130191 | BondIssuerEIN |
| Bond Issued | 2020-11-30 | BondIssuedDt |
| Issue Price | $13,969,732 | IssuePriceAmt |
| Purpose | REFUNDING 2016 BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $540,576 | RetiredAmt |
| Total Proceeds | $13,969,732 | TotalProceedsAmt |
| Capital Expenditures | $3,041,648 | CapitalExpendituresAmt |
| Other Spent Proceeds | $10,928,084 | OtherSpentProceedsAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.03190 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.03190 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIRPERSON OF THE BOARD OF TRUSTEES WHO SHALL ALSO BE THE CHAIR OF THE COMMITTEE, THE PRESIDENT OF THE UNIVERSITY, AND THE CHAIRPERSONS OF EACH STANDING COMMITTEE OF THE BOARD WHO SHALL BE APPOINTED FOR A TERM OF ONE YEAR BY THE CHAIRPERSON OF THE BOARD. THE PRIMARY RESPONSIBILITY OF THE EXECUTIVE COMMITTEE IS TO STRENGTHEN THE BOARD'S PERFORMANCE BY HELPING IT FUNCTION EFFICIENTLY AND EFFECTIVELY. ITS BROAD POWERS SHALL BE USED ONLY AS NECESSARY AND APPROPRIATE ON ROUTINE BUSINESS OR EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DELAYED UNTIL THE BOARD'S NEXT REGULARLY SCHEDULED MEETING OR UNTIL A SPECIAL MEETING OF THE BOARD SHOULD BE CALLED AS SPECIFIED IN THE BYLAWS. THE COMMITTEE SHALL HAVE ALL POWERS OF THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: PRESIDENTIAL SELECTION AND TERMINATION, PRESIDENT'S COMPENSATION, TRUSTEE AND BOARD OFFICER SELECTION, CHARTER AND BYLAW AMENDMENT, CHANGING THE UNIVERSITY'S MISSION, INCURRING CORPORATE INDEBTEDNESS, APPROVAL OF ANNUAL BUDGET AND CONFERRAL OF DEGREES. THE EXECUTIVE COMMITTEE MEETS IN PERSON OR VIA CONFERENCE FOR MONTHLY UPDATES. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED ON MAY 23, 2022 TO IMPOSE A TERM LIMIT TO PREVENT A TRUSTEE FROM SERVING A CONSECUTIVE PERIOD OF MORE THAN NINE YEARS, UNLESS CONSENTED TO BY TWO-THIRDS OF THE NON-INTERESTED TRUSTEES. PREVIOUSLY, THERE WAS NO SUCH TERM LIMIT. NOTWITHSTANDING THIS, (I) A TRUSTEE WHOSE TERM LIMIT IS TO OCCUR PRIOR TO THE END OF THEIR THEN CURRENT ELECTED TERM (INCLUDING THOSE WITH OVER 9 YEARS OF SERVICE AS OF MAY 23, 2022) SHALL BE ENTITLED TO SERVE UNTIL THE END OF SUCH CURRENT ELECTED TERM AND (II) A TRUSTEE SERVING AS THE CHAIRPERSON AS OF THE SCHEDULED EXPIRATION OF THEIR TERM LIMIT, MAY SERVE AN ADDITIONAL ONE-YEAR TERM AS A NON-OFFICER OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN A COPY OF THE FORM 990 IS MADE AVAILABLE TO MANAGEMENT AND THE AUDIT COMMITTEE OF SALUS UNIVERSITY ON A SECURE NETWORK. EACH COMMITTEE MEMBER IS PROVIDED THE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE FORM 990 PRIOR TO FILING. THE FULL BOARD IS ALSO PROVIDED A COMPLETE COPY OF THE FORM 990 PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF THE UNIVERSITY IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE UNIVERSITY. THE UNIVERSITY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE REVIEWED BY THE PRESIDENT'S OFFICE AND COUNSEL, AND PRESENTED TO THE AUDIT AND COMPLIANCE COMMITTEE FOR DETERMINATION IF AN ACTUAL CONFLICT EXISTS. IN ADDITION TO THE QUESTIONNAIRE, ALL TRANSACTIONS ARE SUBJECT TO INTERNAL SIGN OFF REQUIREMENTS BASED ON AMOUNTS; ANY TRANSACTIONS ABOVE $5,000 ARE REVIEWED BY THE PRESIDENT OR BY THE CHIEF OF STAFF, IF THE PRESIDENT IS NOT AVAILABLE; THIS REVIEW CONSIDERS POSSIBLE CONFLICTS. IF A CONFLICT WERE TO ARISE, DEPENDING ON THE NATURE OF THE CONFLICT, THE INDIVIDUAL WOULD EITHER BE RECUSED FROM MATTERS INVOLVING THE CONFLICT OR COULD BE REQUIRED TO ELIMINATE THE CONFLICT OR RESIGN. IF A CONFLICT WERE TO BE IDENTIFIED AFTER THE TRANSACTION OCCURRED IT WOULD BE THOROUGHLY REVIEWED TO ENSURE NO TRANSGRESSION OR PRIVATE INUREMENT AND CORRECTIVE ACTION (IF NEEDED) WOULD TAKE PLACE. ACTUAL CONFLICTS OF INTEREST AND RELATED RESTRICTIONS FOR STAFF (OTHER THAN THE PRESIDENT) ARE DOCUMENTED IN THE PRESIDENT'S OFFICE; ACTUAL CONFLICTS OF INTEREST AND RELATED RESTRICTIONS FOR TRUSTEES ARE DOCUMENTED IN BOARD MINUTES. THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO DISCLOSE ANY CHANGES IN CIRCUMSTANCES THAT ARISE TO CREATE A NEW POTENTIAL CONFLICT OF INTEREST OR CHANGE OR ELIMINATE A PREVIOUSLY DISCLOSED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT IS THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN DETERMINING COMPENSATION, THE BOARD RELIES UPON COMPARABILITY DATA OF INSTITUTIONS SIMILARLY SITUATED TO SALUS UNIVERSITY. THE DELIBERATIONS TO DETERMINE THE PRESIDENT'S COMPENSATION AND THE FINAL DETERMINATION ITSELF ARE DOCUMENTED IN THE BOARD COMMITTEE'S MINUTES. THIS REVIEW PROCESS LAST OCCURRED WITH THE PRESIDENT'S CONTRACT RENEWAL IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE SALUS WEBSITE. |
| FORM 990, PART XI, LINE 9: | POST RETIREMENT BENEFIT OBLIGATION ACTUARIAL VALUATION ADJUSTMENT 1,920,866. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA EAR INSTITUTE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202888384 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $426,695 | TotalIncomeAmt |
| End Of Year Assets | $291,917 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALUS UNIVERSITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233030893 | EIN |
| Primary Activities | SUPPORT SALUS UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALUS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | ||
| B | $3,000,000 | CASH VALUE |
| PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | ||
| C | $2,310,074 | CASH VALUE |
| PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | ||
| D | $2,759,849 | CASH VALUE |
| PENNSYLVANIA COLLEGE OF OPTOMETRY FOUNDATION | ||
| L | $255,000 | VALUE OF SERVICES |
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