UNION THEOLOGICAL SEMINARY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNION THEOLOGICAL SEMINARY (EIN 13-1624238)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2023-08-23
- IRS object ID
- 202312359349300916
- Schema version
- 2020v4.2
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-23T13:27:46-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 TICE BOULEVARD SUITE 315 | AddressLine1Txt |
| City | WOODCLIFF LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION THEOLOGICAL SEMINARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 2126627100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERENE JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126627100 | PhoneNum |
| Signature | 2023-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SERENE | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2017129800 | PhoneNum |
| Preparation | 2023-08-21 | 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 | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | REV DR SERENE JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,613,505 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTSNYC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1836 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THEOLOGICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 235 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,357,446 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,387,547 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,978,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,090,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,506,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,259,605 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,014,647 | PYOtherRevenueAmt |
| CY Other Revenue | $455,108 | CYOtherRevenueAmt |
| PY Total Revenue | $83,857,072 | PYTotalRevenueAmt |
| CY Total Revenue | $36,192,971 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,140,852 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,824,902 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,282,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,809,141 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $904,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,935,691 | PYOtherExpensesAmt |
| CY Other Expenses | $14,468,937 | CYOtherExpensesAmt |
| PY Total Expenses | $30,358,562 | PYTotalExpensesAmt |
| CY Total Expenses | $29,102,980 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,498,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,089,991 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,087,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,147,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,777,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,268,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $158,310,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $189,878,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF UNION THEOLOGICAL SEMINARY, AN INDEPENDENT, MULTI-DENOMINATIONAL SEMINARY IN THE CITY OF NEW YORK, DERIVES FROM A CHRISTIAN HERITAGE THAT IS AT ONCE PROGRESSIVE AND EVANGELISTIC: TO EDUCATE LEADERS FOR MINISTRY IN CHURCHES AND RELATED ORGANIZATIONS, TO EXTEND THE WORK OF SOCIAL JUSTICE AND TO ENRICH THE ACADEMY THROUGH TEACHING AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,413,462 | ExpenseAmt |
| Grant | $3,824,902 | GrantAmt |
| Revenue | $10,090,711 | RevenueAmt |
| Desc | PROVIDE GRADUATE EDUCATIONAL PROGRAMS TO MORE THAN 260 FULL-TIME AND PART-TIME STUDENTS | Desc |
| Total Program Service Expenses | $21,413,462 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 169 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 235 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINA WONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122801402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THE REV DR SERENE JONES | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $335,739 | $0 | $145,122 | ||
| WILLIAM CANDELARIA ESQ | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD HUDSON | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA A FIELDS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MILLICENT FORTUNOFF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BLAKE FRANKLIN ESQ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FAITH E GAY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV AMY GOPP | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| OLGA HARTWELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J JOHNSTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KLASSEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REV CANON PETER KOON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE LAGUERRE-BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR TIMOTHY LIGHT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER JOAN MAGNETTI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M MCALPIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA MCLEAN ESQ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CALVIN M MEW | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE SHARP | ||||||||
| TRUSTEE THRU 11/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV MADISON SHOCKLEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV STAN J SLOAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV NANCY STEEGER JENNINGS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV WINNIE VARGHESE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH WOODEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON G WRIGHT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK DAVIE | ||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $268,081 | $0 | $50,684 | |||
| BRENT DICKMAN | ||||||||
| TREASURER THRU 4/2021 | 40.00 | Yes (X) | $225,838 | $0 | $71,806 | |||
| KELLY B DOUGLAS | ||||||||
| DEAN EDS@UTS | 40.00 | $173,081 | $0 | $106,359 | Yes (X) | |||
| RITA L WALTERS | ||||||||
| VP FOR DEVELOPMENT | 40.00 | $193,805 | $0 | $59,250 | Yes (X) | |||
| ROBIN REESE | ||||||||
| VP OF COMMUNICATION | 40.00 | $180,058 | $0 | $99,614 | Yes (X) | |||
| PAMELA COOPER-WHITE | ||||||||
| VP OF ACADIMEC AFFAIRS & DEAN | 40.00 | $126,824 | $0 | $96,431 | Yes (X) | |||
| MICHAEL MALONEY JR | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | $126,197 | $0 | $51,238 | Yes (X) | |||
| SU YON PAK | ||||||||
| DIRECTOR OF FIELD BASED ED | 40.00 | $128,547 | $0 | $43,795 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,758,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $724,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION NY LLC | |||||
| 199 W RD 100 | PLEASANT VALLEY | NY | 12569 | CONSTRUCTION SERVICES | $31,584,845 |
| HARVARD MAINTENANCE | |||||
| PO BOX 95000-1112 | PHILADELPHIA | PA | 10027 | FACILITIES STAFFING | $1,486,964 |
| SKYLINE RESTORATION INC | |||||
| 49-28 31ST PL | LONG ISLAND CITY | NY | 11101 | CONSTRUCTION SERVICES | $754,721 |
| BEYER BLINDER BELLE ARCHITECTS AND PLAN | |||||
| 120 BROADWAY 20TH FLOOR | NEW YORK | NY | 10271 | ARCHITECT SERVICES | $562,012 |
| LEHRER CUMMING | |||||
| 900 3RD AVE 6TH FLOOR | NEW YORK | NY | 10022 | CONSTRUCTION SERVICES | $493,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,236,122 | GovernmentGrantsAmt |
| All Other Contributions | $11,151,425 | AllOtherContributionsAmt |
| Noncash Contributions | $778,700 | NoncashContributionsAmt |
| Total Contributions | $13,387,547 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $6,627,973 | $6,627,973 |
| ROOM AND BOARD | 532000 | $3,358,051 | $3,358,051 |
| AUXILIARY INCOME | 532000 | $57,912 | $57,912 |
| STUDENT LOAN INTEREST | 611710 | $46,775 | $46,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,090,711 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,068,116 | TotalRevenueColumnAmt |
| Exclusion | $2,068,116 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,777,442 | SecuritiesAmt |
| Other | $6,834,581 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,420,534 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,356,908 | SecuritiesAmt |
| Other | $6,834,581 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,191,489 | TotalRevenueColumnAmt |
| Exclusion | $10,191,489 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $365,882 | $365,882 |
| UTS MERCHANDISE | 900099 | $50,706 | $50,706 |
| EVENT REGISTRATION | 900099 | $37,624 | $37,624 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896 | TotalRevenueColumnAmt |
| Exclusion | $896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $455,108 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,192,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,090,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,714,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,315 | TotalAmt |
| Program Services | $72,315 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,752,587 | TotalAmt |
| Program Services | $3,752,587 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,626 | TotalAmt |
| Program Services | $946,649 | ProgramServicesAmt |
| Management And General | $340,924 | ManagementAndGeneralAmt |
| Fundraising | $74,053 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,088,214 | TotalAmt |
| Program Services | $4,927,970 | ProgramServicesAmt |
| Management And General | $1,774,744 | ManagementAndGeneralAmt |
| Fundraising | $385,500 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,641 | TotalAmt |
| Program Services | $480,157 | ProgramServicesAmt |
| Management And General | $172,923 | ManagementAndGeneralAmt |
| Fundraising | $37,561 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,412 | TotalAmt |
| Program Services | $735,845 | ProgramServicesAmt |
| Management And General | $265,004 | ManagementAndGeneralAmt |
| Fundraising | $57,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,248 | TotalAmt |
| Program Services | $424,265 | ProgramServicesAmt |
| Management And General | $152,794 | ManagementAndGeneralAmt |
| Fundraising | $33,189 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,167 | TotalAmt |
| Program Services | $34,183 | ProgramServicesAmt |
| Management And General | $12,310 | ManagementAndGeneralAmt |
| Fundraising | $2,674 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $83,428 | ProgramServicesAmt |
| Management And General | $30,046 | ManagementAndGeneralAmt |
| Fundraising | $6,526 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,527 | TotalAmt |
| Management And General | $619,527 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919,056 | TotalAmt |
| Program Services | $1,843,868 | ProgramServicesAmt |
| Management And General | $1,924,631 | ManagementAndGeneralAmt |
| Fundraising | $150,557 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,223 | TotalAmt |
| Program Services | $20,223 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,474 | TotalAmt |
| Program Services | $572,023 | ProgramServicesAmt |
| Management And General | $51,832 | ManagementAndGeneralAmt |
| Fundraising | $35,619 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,744 | TotalAmt |
| Program Services | $304,805 | ProgramServicesAmt |
| Management And General | $219,546 | ManagementAndGeneralAmt |
| Fundraising | $13,393 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774,918 | TotalAmt |
| Program Services | $2,633,111 | ProgramServicesAmt |
| Management And General | $131,198 | ManagementAndGeneralAmt |
| Fundraising | $10,609 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,846 | TotalAmt |
| Program Services | $136,726 | ProgramServicesAmt |
| Management And General | $24,166 | ManagementAndGeneralAmt |
| Fundraising | $1,954 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,980 | TotalAmt |
| Program Services | $584,344 | ProgramServicesAmt |
| Management And General | $103,283 | ManagementAndGeneralAmt |
| Fundraising | $8,353 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,713 | TotalAmt |
| Program Services | $396,779 | ProgramServicesAmt |
| Management And General | $142,894 | ManagementAndGeneralAmt |
| Fundraising | $31,040 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES AND MAINTENA | $3,566,853 | $2,938,509 | $576,742 | $51,602 |
| OTHER EXPENSES | $250,225 | $201,328 | $48,897 | |
| LIBRARY EXPENSES | $203,447 | $203,447 | ||
| BAD DEBT | $164,746 | $164,746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,018 | TotalAmt |
| Program Services | $120,900 | ProgramServicesAmt |
| Management And General | $28,858 | ManagementAndGeneralAmt |
| Fundraising | $4,260 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,102,980 | TotalAmt |
| Program Services | $21,413,462 | ProgramServicesAmt |
| Management And General | $6,785,065 | ManagementAndGeneralAmt |
| Fundraising | $904,453 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,608,052 | BOYAmt |
| EOY | $5,099,796 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,160 | BOYAmt |
| EOY | $326,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,645 | BOYAmt |
| EOY | $2,565,484 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,349,952 | BOYAmt |
| EOY | $2,532,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $122,247,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,045,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,151,853 | BOYAmt |
| EOY | $84,201,946 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,684,447 | BOYAmt |
| EOY | $87,515,461 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,148,906 | BOYAmt |
| EOY | $54,611,071 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,108 | BOYAmt |
| EOY | $1,069,753 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,167 | BOYAmt |
| EOY | $1,224,167 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,087,990 | BOYAmt |
| EOY | $239,147,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,404,501 | BOYAmt |
| EOY | $4,662,557 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,335 | BOYAmt |
| EOY | $31,335 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,972 | BOYAmt |
| EOY | $96,497 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,824,208 | BOYAmt |
| EOY | $17,824,208 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,131,208 | BOYAmt |
| EOY | $26,654,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,777,224 | BOYAmt |
| EOY | $49,268,747 | 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 | $87,934,961 | BOYAmt |
| EOY | $101,218,425 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,375,805 | BOYAmt |
| EOY | $88,660,390 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,310,766 | BOYAmt |
| EOY | $189,878,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,087,990 | BOYAmt |
| EOY | $239,147,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,089,991 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,039,661 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $438,397 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,971,827 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $28,810,256 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,856,308 | OtherExpendituresAmt |
| Administrative Expenses | $1,422,472 | AdministrativeExpensesAmt |
| End Year Balance | $126,603,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,723,709 | BeginningYearBalanceAmt |
| Contributions | $207,936 | ContributionsAmt |
| Investment Earnings Or Losses | $1,461,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,811,501 | OtherExpendituresAmt |
| Administrative Expenses | $610,000 | AdministrativeExpensesAmt |
| End Year Balance | $104,971,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,389,796 | BeginningYearBalanceAmt |
| Contributions | $328,266 | ContributionsAmt |
| Investment Earnings Or Losses | $5,239,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,620,489 | OtherExpendituresAmt |
| Administrative Expenses | $613,006 | AdministrativeExpensesAmt |
| End Year Balance | $109,723,709 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,941,003 | BeginningYearBalanceAmt |
| Contributions | $776,503 | ContributionsAmt |
| Investment Earnings Or Losses | $8,057,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,295,801 | OtherExpendituresAmt |
| Administrative Expenses | $1,089,515 | AdministrativeExpensesAmt |
| End Year Balance | $110,389,796 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,401,816 | BeginningYearBalanceAmt |
| Contributions | $3,657,111 | ContributionsAmt |
| Investment Earnings Or Losses | $16,354,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,424,814 | OtherExpendituresAmt |
| Administrative Expenses | $2,047,947 | AdministrativeExpensesAmt |
| End Year Balance | $107,941,003 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39041 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42192 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18767 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,346,074 | OtherCostOrOtherBasisAmt |
| Book Value | $1,346,074 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,016,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,224,680 | DepreciationAmt |
| Book Value | $3,792,078 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,344,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,232,225 | DepreciationAmt |
| Book Value | $112,562 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,539,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $588,746 | DepreciationAmt |
| Book Value | $78,951,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $84,201,946 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED TRUST FUND | $24,760,384 | F |
| ALTERNATIVE INVESTMENTS | $26,877,152 | F |
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | $2,744,649 | F |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST | $228,886 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $54,611,071 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFITS LIABILITIES | $2,423,336 |
| GIFT ANNUITY PAYABLE | $1,192,902 |
| REFUNDABLE ADVANCES - US GOVERNMENT GRANTS | $540,747 |
| DEFERRED GAIN ON SALE-LEASEBACK TRANSACTION | $22,497,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,654,150 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $56,587,936 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,039,661 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $656,657 | OtherRevenueAmt |
| Revenue Not Reported | $24,696,318 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,891,618 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $619,527 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,681,826 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,301,353 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,192,971 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,019,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $218,260 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,260 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,801,627 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $619,527 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,681,826 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,301,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,102,980 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SEMINARY HOLDS SECURITY DEPOSITS FOR STUDENTS LIVING IN HOUSING RESIDENCES. WHEN THEY VACATE, IT WILL BE RETURNED TO THE STUDENTS. |
| PART V, LINE 4: | TO PROVIDE LONG TERM SUPPORT FOR THE ORGANIZATION'S PROGRAM SERVICES. |
| PART X, LINE 2: | THE SEMINARY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SEMINARY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SEMINARY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE YEARS PRIOR TO JULY 1, 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 656,657. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUE 3,459,289. REVENUE NETTED AGAINST EXPENSES 222,537. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | WRITE OFF OF PRIOR YEAR PLEDGE RECEIVABLE 101,009. POSTRETIREMENT BENEFIT LIABILITY ADJUSTMENT 117,251. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUE 3,459,289. REVENUE NETTED AGAINST EXPENSES 222,537. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY STATEMENT, IN ALL HANDBOOKS AND LITERATURE DISTRIBUTED, AND ON ALL GENERAL NEWSPAPER ADVERTISEMENT. THE ADMISSIONS BROCHURE DISCLOSES THAT IT SERVES STUDENTS OF SIGNIFICANT FINANCIAL NEED AND DIVERSE CULTURES. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FINANCIAL AID FROM VARIOUS GOVERNMENTAL SOURCES INCLUDING CARES ACT EMERGENCY FINANCIAL AID GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA, CARIBBEAN, ASIA AND EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $19,567,936 | 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 | $19,567,936 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,567,936 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | 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 III ACCOUNTING METHOD: | |
| PART I LINE 3: | THE SEMINARY IS NOT REQUIRD TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE OWNERSHIP REQUIREMENT. |
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 | REPAIRERS OF THE BREACH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2822 CASHWELL DRIVE 196 | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 463332424 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $69,000 | CashGrantAmt |
| Purpose Of Grant | SUB-GRANT TO SUPPORT NATIONAL POOR PEOPLE'S CAMPAIGN PROGRAM ACTIVITIES, ORGANIZED IN PARTNERSHIP WITH UNION KAIROS CENTER AND REPAIRERS. | 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 |
|---|---|---|
| GRANTS, SCHOLARSHIPS AND FELLOWSHIPS FOR TUITION | 198 | $3,728,616 |
| TUITION REMISSION | 24 | $23,971 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID OFFICE MAINTAINS THE RECORDS RELATED TO THE GRANTS APPLICATION. THE PROCEDURE IS AS FOLLOWS: THE STUDENTS APPLY ANNUALLY FOR GRANTS BASED ON THEIR FAMILIES' FINANCIAL CIRCUMSTANCES. EACH APPLICATION IS THEN REVIEWED TO DETERMINE THE AMOUNT OF GRANT THAT IS NEEDED. THE GRANTS ARE PROVIDED FROM APPROPRIATE SOURCES AND APPLIED DIRECTLY TO EACH STUDENT'S BILL FOR TUITION, FEES, ROOM, BOARD AND OTHER CHARGES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE REV DR SERENE JONES | ||||||||||||||
| PRESIDENT | $310,239 | $0 | $0 | $0 | $25,500 | $0 | $51,610 | $0 | $93,512 | $0 | $480,861 | $0 | $0 | $0 |
| FREDERICK DAVIE | ||||||||||||||
| VICE PRESIDENT | $200,081 | $0 | $0 | $0 | $68,000 | $0 | $33,000 | $0 | $17,684 | $0 | $318,765 | $0 | $0 | $0 |
| BRENT DICKMAN | ||||||||||||||
| TREASURER THRU 4/2021 | $225,838 | $0 | $0 | $0 | $0 | $0 | $28,997 | $0 | $42,809 | $0 | $297,644 | $0 | $0 | $0 |
| ROBIN REESE | ||||||||||||||
| VP OF COMMUNICATION | $180,058 | $0 | $0 | $0 | $0 | $0 | $22,694 | $0 | $76,920 | $0 | $279,672 | $0 | $0 | $0 |
| KELLY B DOUGLAS | ||||||||||||||
| DEAN EDS@UTS | $173,081 | $0 | $0 | $0 | $0 | $0 | $22,750 | $0 | $83,609 | $0 | $279,440 | $0 | $0 | $0 |
| RITA L WALTERS | ||||||||||||||
| VP FOR DEVELOPMENT | $193,805 | $0 | $0 | $0 | $0 | $0 | $24,000 | $0 | $35,250 | $0 | $253,055 | $0 | $0 | $0 |
| PAMELA COOPER-WHITE | ||||||||||||||
| VP OF ACADIMEC AFFAIRS & DEAN | $126,824 | $0 | $0 | $0 | $0 | $0 | $16,937 | $0 | $79,494 | $0 | $223,255 | $0 | $0 | $0 |
| MICHAEL MALONEY JR | ||||||||||||||
| DIRECTOR OF FACILITIES | $126,197 | $0 | $0 | $0 | $0 | $0 | $17,084 | $0 | $34,154 | $0 | $177,435 | $0 | $0 | $0 |
| SU YON PAK | ||||||||||||||
| DIRECTOR OF FIELD BASED ED | $128,547 | $0 | $0 | $0 | $0 | $0 | $16,165 | $0 | $27,630 | $0 | $172,342 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | "AS PART OF ITS HISTORIC MISSION OF NURTURING SPIRITUAL DEVELOPMENT IN COMMUNITY FOR MINISTRY, UNION THEOLOGICAL SEMINARY REQUIRES ITS FACULTY TO RESIDE AT THE SEMINARY IN ORDER TO BE READILY AVAILABLE FOR STUDENTS AND FOR SEMINARY EVENTS. THIS HOUSING IS USED TO MEET WITH STUDENTS, HOLD CLASSES AND FOR OTHER SEMINARY PURPOSES. THE VALUE OF THE HOUSING HAS BEEN INCLUDED WHERE REQUIRED ON SCHEDULE J AS A NONTAXABLE BENEFIT. THE FOLLOWING PERSONS RECEIVED HOUSING BENEFITS EITHER REPORTED IN SCHEDULE J PART I COLOUMN B III OR COLUMN D: REV. DR. SERENE JONES - $62,637 KELLY B DOUGLAS - $62,637 PAMELA COOPER-WHITE - $62,637 FREDERICK DAVIE - $68,000 ROBIN REESE - $43,582 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $778,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE AMOUNT OF CONTRIBUTORS IN SCHEDULE M, PART 1, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | UNION THEOLOGICAL SEMINARY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. THE GOVERNING BODY HAS DELEGATED ITS OVERSIGHT ROLE TO THE AUDIT COMMITTEE. ANY COMMENTS MADE BY THE AUDIT COMMITTEE ARE PRESENTED TO MANAGEMENT. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. A COPY OF THE FINAL APPROVED VERSION IS ELECTRONICALLY SENT TO THE ENTIRE BOARD AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNION THEOLOGICAL SEMINARY CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IS MONITORED AND ENFORCED ANNUALLY. THE BOARD MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY, OFFICERS, AND EMPLOYEES ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM. THE COI POLICY ALSO REQUIRES THAT AFTER DISCLOSURE, ANY SUCH CONFLICT OF INTEREST MUST BE APPROVED BY THE EMPLOYEE'S DIRECT SUPERVISOR, AND ABSENT THIS APPROVAL, THE CONFLICT MUST BE RESOLVED. AFTER A CONFLICT IS REPORTED TO AN EMPLOYEE'S SUPERVISOR AND ACTED UPON, IT MUST BE REPORTED TO THE VICE PRESIDENT FOR FINANCE AND OPERATIONS. IF AN OFFICER OR A TRUSTEE HAD A CONFLICT OF INTEREST, THEY WOULD BE EXCUSED FROM PARTICIPATING IN THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT AND KEY ADMINISTRATORS AT UNION THEOLOGICAL SEMINARY ARE DETERMINED BY UNION'S PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES, AFTER REVIEWING GUIDELINES AND COMPARABLE DATA IN THE UTS HUMAN RESOURCES OFFICE. COMPARABLE DATA INCLUDES DATA FROM THE ASSOCIATION OF THEOLOGICAL SCHOOLS AND SURVEY OF NEIGHBORING SCHOOLS. THE DETERMINATIONS AND RESULTS OF THE COMPENSATION PROCESS ARE RECORDED ON THE MINUTES OF THE BOARD MEETINGS. THIS PROCESS WAS LAST UNDERTAKEN IN FY21. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 AND THE AUDITED FINANCIAL STATEMENT IS MADE AVAILABLE FOR THE PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 3041 BROADWAY, NEW YORK, NY 10027 OR BY CALLING THE ORGANIZATION DIRECTLY AT (212)-662-7100. |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTANT/SERVICE FEES: PROGRAM SERVICE EXPENSES 1,843,868. MANAGEMENT AND GENERAL EXPENSES 1,924,631. FUNDRAISING EXPENSES 150,557. TOTAL EXPENSES 3,919,056. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 656,657. POSTRETIREMENT BENEFIT LIABILITY ADJUSTMENT -117,251. WRITE OFF OF PRIOR YEAR PLEDGE RECEIVABLE -101,009. |
| FORM 990, PART XII, LINE 2C: | UNION THEOLOGICAL SEMINARY HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND ESTABLISHING A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, AMENDED RETURN: | AN AMENDED RETURN IS BEING FILED IN ORDER TO CONFORM TO THE ORGANIZATION'S JUNE 30, 2021 FINANCIAL STATEMENTS. A LISTING OF ALL THE CHANGES TO THE FORM 990 IS AS FOLLOWS: 1. PAGE 1, BOX G: GROSS RECEIPTS WAS RESTATED TO REFLECT THE UPDATED REVENUE REPORTED IN PART VIII. 2. PART I, LINES 20 AND 21: THESE AMOUNTS WERE UPDATED TO REFLECT THE CHANGES REPORTED IN THEIR RESPECTIVE PARTS OF THE RETURN DUE TO THE ISSUANCE OF THE FINANCIAL STATEMENTS. 3. PART III, LINE 4A: THE TOTAL PROGRAM EXPENSES AND REVENUE FOR THE ORGANIZATION'S PROGRAM WAS UPDATED TO AGREE TO THE ADJUSTMENTS MADE IN PART VIII, PART IX, AND SCHEDULE D. 4. PART IX, LINE 1, LINE 2, LINE 7, LINE 9, LINE 11G, LINE 13, LINE 14, LINE 16, LINE 22, LINE 23, LINE 24A, LINE 24B, LINE 24C, AND LINE 24D: THESE AMOUNTS WERE UPDATED TO REFLECT THE FUNCTIONAL ALLOCATION PER THE AUDITED FINANCIAL STATEMENTS. 5. PART X, LINE 4, 13 AND 25: THESE AMOUNTS WERE UPDATED TO AGREE TO THE AUDITED FINANCIAL STATEMENTS. 6. SCHEDULE D, PAGE 4: THE AMOUNTS REPORTED IN THIS SECTION WAS UPDATED TO AGREE TO THE AUDITED FINANCIAL STATEMENTS. 7. SCHEDULE I, PART III, LINE C: THE AMOUNT REPORTED IN THIS SECTION WAS UPDATED TO AGREE TO THE AUDITED FINANCIAL STATEMENTS. 8. SCHEDULE O: NARRATIVES WERE UPDATED WITH REGARDS TO THE CHANGES MENTIONED ABOVE. |
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