NAZARETH UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NAZARETH UNIVERSITY (EIN 16-0743088)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202521329349301022
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T07:41:26-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZARETH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAZA | BusinessNameControlTxt |
| Phone | 5853892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN KUPPINGER | PersonNm |
| Person Title | VP FOR FINANCE AND ADMINISTRAT | PersonTitleTxt |
| Phone | 5853892525 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH PEPLIN | PreparerPersonNm |
| PTIN | P01311564 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ELIZABETH PAUL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,213,728 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAZ.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NAZARETH UNIVERSITY FOSTERS INTEGRATED LEARNING THROUGH ACTION AND REFLECTION, EDUCATING WHOLE PERSONS WHO ARE GUIDED BY EMPATHY, COMMITTED TO EQUITY, AND PREPARED TO LEAD INNOVATION FOR OUR TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2237 | TotalEmployeeCnt |
| Total Volunteers | 283 | TotalVolunteersCnt |
| Total Gross UBI | $357,219 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $183,671 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,637,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,586,836 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,774,665 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,995,818 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,611,232 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,337,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,420,624 | PYOtherRevenueAmt |
| CY Other Revenue | $1,426,277 | CYOtherRevenueAmt |
| PY Total Revenue | $138,444,366 | PYTotalRevenueAmt |
| CY Total Revenue | $126,346,770 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,009,998 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,930,236 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,114,184 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,969,663 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,431,596 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,534,131 | PYOtherExpensesAmt |
| CY Other Expenses | $40,300,909 | CYOtherExpensesAmt |
| PY Total Expenses | $124,658,313 | PYTotalExpensesAmt |
| CY Total Expenses | $131,200,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,786,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,854,038 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $289,521,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,769,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,618,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,329,034 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $227,903,762 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $233,440,403 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAZARETH UNIVERSITY FOSTERS INTEGRATED LEARNING THROUGH ACTION AND REFLECTION, EDUCATING WHOLE PERSONS WHO ARE GUIDED BY EMPATHY, COMMITTED TO EQUITY, AND PREPARED TO LEAD INNOVATION FOR OUR TIME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,121,922 | ExpenseAmt |
| Revenue | $92,207,820 | RevenueAmt |
| Desc | HIGHER EDUCATION INSTRUCTION-REFLECTS EXPENSES DIRECTLY RELATING TO THE DELIVERY OF QUALITY INSTRUCTIONAL PROGRAMS AT THE UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION LEVELS. PROGRAMS OF STUDY ARE DELIVERED THROUGH THE COLLEGE OF LIBERAL ARTS, SCIENCES, BUSINESS & EDUCATION, AND COLLEGE OF VISUAL, PERFORMING ARTS & DESIGN. (2,308 TOTAL STUDENT FTES) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,930,236 | ExpenseAmt |
| Grant | $39,930,236 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAMS: SCHOLARSHIPS AND GRANTS-REFLECTS THE COMPETITIVE SCHOLARSHIPS, NEED BASED AID, AND HIGHER EDUCATION OPPORTUNITY GRANTS AWARDED TO STUDENTS IN ORDER TO MAKE THE TOTAL COST OF ATTENDANCE MORE AFFORDABLE. (2,308 TOTAL STUDENT FTES) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,459,368 | ExpenseAmt |
| Revenue | $18,781,598 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES-PERTAINS TO THE OPERATIONS OF THE INSTITUTION THAT EXIST TO FURNISH A SERVICE TO STUDENTS, FACULTY, OR STAFF, AND THAT CHARGE A FEE THAT IS DIRECTLY RELATED TO, ALTHOUGH NOT NECESSARILY EQUAL TO, THE COST OF THE SERVICE. AUXILIARY ENTERPRISES ARE MANAGED AS ESSENTIALLY SELF-SUPPORTING ACTIVITIES. EXAMPLES ARE RESIDENCE HALLS, FOOD SERVICES, AND STUDENT HEALTH SERVICES. (2,308 TOTAL STUDENT FTES) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,648,426 | ExpenseAmt |
| Revenue | $809,956 | RevenueAmt |
| Desc | ALL OTHER PROGRAM EXPENSES, INCLUDES STUDENT SERVICES, ACADEMIC SUPPORT AND ARTS CENTER. STUDENT SERVICES PERTAINS TO OFFICES SERVING STUDENTS INCLUDING REGISTRATION AND RECORDS, STUDENT DEVELOPMENT, CENTER FOR LIFE'S WORK, ENROLLMENT MANAGEMENT AND CENTER FOR STUDENT SUCCESS. ATHLETIC EXPENSES ARE ALSO INCLUDED IN THIS CATEGORY. ACADEMIC SUPPORT PERTAINS TO LIBRARY SERVICES, ACADEMIC ADVISEMENT, THE CENTER FOR INTERNATIONAL EDUCATION AND THE OFFICES OF THE DEANS, AMONG OTHERS. THE ARTS CENTER IS A PRESENTER OF EXCEPTIONAL MUSIC, THEATER AND DANCE PERFORMANCES. (2,308 TOTAL STUDENT FTES) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $26,648,426 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $809,956 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $118,159,952 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 3975 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2237 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN KUPPINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5853892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH PAUL | ||||||||
| PRESIDENT AND TRUSTEE | 50.00 | Yes (X) | Yes (X) | $482,104 | $0 | $34,086 | ||
| RACHEL BAILEY JONES | ||||||||
| FACULTY REPRESENTATIVE - TRUSTEE | 35.00 | Yes (X) | $76,112 | $0 | $20,050 | |||
| YOLANDA BENITEZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT D CHAPMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN COOPER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DRAIN | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMIL DUDA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGIO ESTEBAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY FOURNIER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER B FRIEDLANDER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW R GALLINA | ||||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GLAZER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MCCAFFREY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A KAPLAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD LEVA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLE ABRAMSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DUFFY PALMER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD F PIERPONT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GRANT J RANDALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY RIEDMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN STEVENS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CORAL SURGEON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN GENTHNER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN FELTNER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PERRONE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIGUEL VELAZQUEZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LOUISE MITCHELL SSJ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARISA GEITNER | ||||||||
| TRUSTEE UNTIL 5/4/2024 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK ALLOCCO | ||||||||
| TRUSTEE UNTIL 10/13/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN DALY SSJ | ||||||||
| TRUSTEE UNTIL 10/13/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGIA LAMB | ||||||||
| TRUSTEE UNTIL 10/13/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MCANARNEY | ||||||||
| TRUSTEE UNTIL 10/13/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN FINNEY | ||||||||
| PROVOST IN ACADEMIC AFFAIRS | 50.00 | Yes (X) | $232,398 | $0 | $52,009 | |||
| KAREN KUPPINGER | ||||||||
| VP FOR FINANCE AND ADMINISTRATION | 50.00 | Yes (X) | $203,704 | $0 | $13,688 | |||
| KRISTEN GREEN | ||||||||
| ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLE | 50.00 | Yes (X) | $149,152 | $0 | $26,389 | |||
| DARRELL BELL | ||||||||
| VP FOR ADVANCEMENT | 50.00 | Yes (X) | $200,442 | $0 | $16,759 | |||
| WAYNE HILSON | ||||||||
| VP OF CULTURE, COMMUNITY, AND BELONGING | 50.00 | Yes (X) | $146,413 | $0 | $22,142 | |||
| YOUSUF GEORGE | ||||||||
| VP FOR STRATEGY AND INNOVATION | 50.00 | Yes (X) | $159,293 | $0 | $49,691 | |||
| DANIELLE BUCCI | ||||||||
| VP FOR STRATEGIC ENROLLMENT, MARKETING START 4/23 | 50.00 | Yes (X) | $141,248 | $0 | $11,511 | |||
| DAMIKA ARNOLD | ||||||||
| SENIOR PEOPLE OFFICER | 50.00 | $146,744 | $0 | $13,804 | Yes (X) | |||
| RON NETSKY | ||||||||
| PROFESSOR IN ART | 50.00 | $125,088 | $0 | $22,325 | Yes (X) | |||
| CATHERINE S RASMUSSEN | ||||||||
| DEAN SCHOOL OF HEALTH AND HUMAN SERVICES | 50.00 | $156,186 | $0 | $11,343 | Yes (X) | |||
| THOMAS LAPPAS | ||||||||
| DEAN IN COLLEGE OF LIBERAL ARTS, SCIENCES, BUSINES | 50.00 | $144,271 | $0 | $10,480 | Yes (X) | |||
| ROSE HAIR | ||||||||
| ASSOCIATE PROFESSOR IN BUSINESS AND LEADERSHIP | 50.00 | $137,943 | $0 | $10,036 | Yes (X) | |||
| FRANK WILLIAMS | ||||||||
| FORMER VP FOR STRATEGIC ENROLLMENT MNGMT THRU 6/23 | 50.00 | $141,983 | $0 | $81,617 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,643,081 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $395,930 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 79 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| LECHASE CONSTRUCTION SERVICES | |||||
| 205 INDIGO CREEK DR | ROCHESTER | NY | 14626 | CONSTRUCTION | $5,803,100 |
| SWBR ARCHITECTS | |||||
| 260 E MAIN ST SUITE 4000 | ROCHESTER | NY | 14604 | ARCHITECTS | $862,646 |
| HARTER SECREST & EMERY LLP | |||||
| 1600 BAUSCH LOMB PLACE | ROCHESTER | NY | 14604 | LEGAL FEES | $297,148 |
| DOMICELLO ENTERPRISES | |||||
| 1395 ALLEN ROAD | PENFIELD | NY | 14526 | CONSTRUCTION | $260,290 |
| MONROE COMMUNITY SPORTS | |||||
| 1000 E HENRIETTA RD | ROCHESTER | NY | 14623 | ICE RINK RENTAL | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,410 | FundraisingAmt |
| Government Grants | $2,945,224 | GovernmentGrantsAmt |
| All Other Contributions | $4,608,202 | AllOtherContributionsAmt |
| Noncash Contributions | $202,651 | NoncashContributionsAmt |
| Total Contributions | $7,586,836 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $92,207,820 | $92,207,820 | |
| ROOM AND BOARD | 611310 | $17,552,045 | $17,552,045 | |
| OTHER AUXILIARY INCOME | 611310 | $1,235,953 | $1,209,734 | $26,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,995,818 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,813,771 | TotalRevenueColumnAmt |
| Exclusion | $2,813,771 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,795 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,795 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,795 | TotalRevenueColumnAmt |
| Exclusion | $112,795 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,370,392 | SecuritiesAmt |
| Other | $4,175 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,765,223 | SecuritiesAmt |
| Other | $85,276 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,605,169 | SecuritiesAmt |
| Other | -$81,101 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,524,068 | TotalRevenueColumnAmt |
| Exclusion | $3,524,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,780 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,410 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,459 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,321 | TotalRevenueColumnAmt |
| Exclusion | $1,321 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDIRECT COST RATE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $149,597 | TotalRevenueColumnAmt |
| Exclusion | $149,597 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,162,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $831,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $331,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,312,161 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,346,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,801,163 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $357,219 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,601,552 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,676,402 | TotalAmt |
| Program Services | $39,676,402 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,834 | TotalAmt |
| Program Services | $253,834 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,663 | TotalAmt |
| Program Services | $738,347 | ProgramServicesAmt |
| Management And General | $691,537 | ManagementAndGeneralAmt |
| Fundraising | $399,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,738,284 | TotalAmt |
| Program Services | $34,010,388 | ProgramServicesAmt |
| Management And General | $5,144,847 | ManagementAndGeneralAmt |
| Fundraising | $583,049 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,446 | TotalAmt |
| Program Services | $1,270,806 | ProgramServicesAmt |
| Management And General | $181,752 | ManagementAndGeneralAmt |
| Fundraising | $19,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,019,557 | TotalAmt |
| Program Services | $4,234,273 | ProgramServicesAmt |
| Management And General | $681,485 | ManagementAndGeneralAmt |
| Fundraising | $103,799 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909,713 | TotalAmt |
| Program Services | $2,442,076 | ProgramServicesAmt |
| Management And General | $400,645 | ManagementAndGeneralAmt |
| Fundraising | $66,992 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,541 | TotalAmt |
| Program Services | $5,520 | ProgramServicesAmt |
| Management And General | $243,021 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,000 | TotalAmt |
| Management And General | $88,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,495 | TotalAmt |
| Management And General | $764,495 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,819,838 | TotalAmt |
| Program Services | $5,979,030 | ProgramServicesAmt |
| Management And General | $788,365 | ManagementAndGeneralAmt |
| Fundraising | $52,443 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,324 | TotalAmt |
| Program Services | $684,791 | ProgramServicesAmt |
| Management And General | $169,533 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,127,034 | TotalAmt |
| Program Services | $1,554,346 | ProgramServicesAmt |
| Management And General | $434,348 | ManagementAndGeneralAmt |
| Fundraising | $138,340 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,812 | TotalAmt |
| Program Services | $1,982,703 | ProgramServicesAmt |
| Management And General | $38,273 | ManagementAndGeneralAmt |
| Fundraising | $7,836 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,116 | TotalAmt |
| Program Services | $10,116 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,909,568 | TotalAmt |
| Program Services | $3,526,358 | ProgramServicesAmt |
| Management And General | $383,210 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,619 | TotalAmt |
| Program Services | $894,938 | ProgramServicesAmt |
| Management And General | $15,132 | ManagementAndGeneralAmt |
| Fundraising | $14,549 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,809 | TotalAmt |
| Program Services | $149,815 | ProgramServicesAmt |
| Management And General | $41,821 | ManagementAndGeneralAmt |
| Fundraising | $6,173 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,754,257 | TotalAmt |
| Program Services | $1,618,708 | ProgramServicesAmt |
| Management And General | $135,549 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,789,644 | TotalAmt |
| Program Services | $8,218,317 | ProgramServicesAmt |
| Management And General | $571,327 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,904 | TotalAmt |
| Program Services | $917,639 | ProgramServicesAmt |
| Management And General | $48,265 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $5,481,714 | $5,337,632 | $110,589 | $33,493 |
| OTHER | $4,534,726 | $3,887,941 | $644,755 | $2,030 |
| ACADEMIC COURSE WAIVERS | $801,508 | $765,972 | $32,311 | $3,225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,200,808 | TotalAmt |
| Program Services | $118,159,952 | ProgramServicesAmt |
| Management And General | $11,609,260 | ManagementAndGeneralAmt |
| Fundraising | $1,431,596 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,920 | BOYAmt |
| EOY | $663,780 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,601,344 | BOYAmt |
| EOY | $34,177,841 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,275 | BOYAmt |
| EOY | $2,107,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,461,270 | BOYAmt |
| EOY | $3,047,832 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,369 | BOYAmt |
| EOY | $313,610 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,881 | BOYAmt |
| EOY | $2,052,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $321,296,567 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,435,350 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,008,475 | BOYAmt |
| EOY | $153,861,217 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,317,722 | BOYAmt |
| EOY | $58,354,842 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,480,842 | BOYAmt |
| EOY | $35,421,380 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,826 | BOYAmt |
| EOY | $1,768,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,521,924 | BOYAmt |
| EOY | $291,769,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,792,567 | BOYAmt |
| EOY | $6,248,344 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,109 | BOYAmt |
| EOY | $783,416 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,271,093 | BOYAmt |
| EOY | $40,379,454 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,746,393 | BOYAmt |
| EOY | $10,917,820 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,618,162 | BOYAmt |
| EOY | $58,329,034 | 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 | $181,147,519 | BOYAmt |
| EOY | $182,205,883 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,756,243 | BOYAmt |
| EOY | $51,234,520 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,903,762 | BOYAmt |
| EOY | $233,440,403 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,521,924 | BOYAmt |
| EOY | $291,769,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,854,038 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,346,998 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $43,681 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,396,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,693,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,426,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,637,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,586,836 | CurrentTaxYearAmt |
| Total | $42,740,824 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,396,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,693,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,426,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,637,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,586,836 | CurrentTaxYearAmt |
| Total | $42,740,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,179,428 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,561,396 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,781,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,443,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,524,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,846,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,813,771 | CurrentTaxYearAmt |
| Total | $10,409,591 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183,671 | CurrentTaxYearAmt |
| Total | $451,965 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $421,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $787,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,039,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $831,564 | CurrentTaxYearAmt |
| Total | $3,911,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,514,310 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $546,201,747 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $7,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $2,960 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $10,460 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY IS A MEMBER OF A REGIONAL CHAMBER OF COMMERCE WHEREBY 10% OF THEIR ACTIVITIES ENGAGE IN STATE AND FEDERAL LOBBYING. IN ADDITION, THE PRESIDENT AS WELL AS AN ADDITIONAL STAFF MEMBER AVERAGED 70 HOURS IN FISCAL YEAR 2024 ENGAGED IN LOBBYING ACTIVITIES FOR THE UNIVERSITY. THESE ACTIVITIES INCLUDED PHONE CONVERSATIONS AND MEETINGS WITH LEGISLATORS AND OTHER GOVERNMENT OFFICIALS, SEEKING FEDERAL AND STATE AID FOR NAZARETH UNIVERSITY INITIATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,424,711 | BeginningYearBalanceAmt |
| Contributions | $1,416,646 | ContributionsAmt |
| Investment Earnings Or Losses | $11,455,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,322,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,444,939 | OtherExpendituresAmt |
| End Year Balance | $93,528,773 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,919,182 | BeginningYearBalanceAmt |
| Contributions | $2,647,719 | ContributionsAmt |
| Investment Earnings Or Losses | $8,079,213 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,434,947 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,786,456 | OtherExpendituresAmt |
| End Year Balance | $84,424,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,017,483 | BeginningYearBalanceAmt |
| Contributions | $831,018 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,562,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,180,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,186,327 | OtherExpendituresAmt |
| End Year Balance | $77,919,182 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,365,634 | BeginningYearBalanceAmt |
| Contributions | $362,999 | ContributionsAmt |
| Investment Earnings Or Losses | $21,939,719 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,161,463 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,489,406 | OtherExpendituresAmt |
| End Year Balance | $86,017,483 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,326,126 | BeginningYearBalanceAmt |
| Contributions | $1,724,638 | ContributionsAmt |
| Investment Earnings Or Losses | -$925,108 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,098,175 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,661,848 | OtherExpendituresAmt |
| End Year Balance | $68,365,634 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53494 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19396 | 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 | $8,232,974 | OtherCostOrOtherBasisAmt |
| Book Value | $8,232,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,655,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,207,405 | DepreciationAmt |
| Book Value | $93,448,146 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $759,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $433,739 | DepreciationAmt |
| Book Value | $326,077 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,306,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,251,210 | DepreciationAmt |
| Book Value | $11,055,453 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,341,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,542,996 | DepreciationAmt |
| Book Value | $40,798,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $153,861,217 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $35,421,380 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,421,380 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST RETIREMENT BENEFIT COSTS | $7,493,494 |
| ASSET RETIREMENT OBLIGATION | $3,424,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,917,820 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $96,096,596 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,346,998 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$39,930,236 | OtherRevenueAmt |
| Revenue Not Reported | -$29,583,238 | RevenueNotReportedAmt |
| Revenue Subtotal | $125,679,834 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $764,496 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$97,560 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $666,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,346,770 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,603,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $97,560 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $97,560 | ExpensesNotReportedAmt |
| Expenses Subtotal | $90,506,076 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $764,496 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $39,930,236 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $40,694,732 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $131,200,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS -39,930,236. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON DISPOSAL OF ASSETS -81,101. SPECIAL EVENT EXPENSES -16,459. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS 81,101. SPECIAL EVENT EXPENSES 16,459. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 39,930,236. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY USES ITS WEBSITE AS A MEANS OF PUBLICIZING ITS NON-DISCRIMINATORY POLICY. THE UNIVERSITY BELIEVES THAT NOTICES SUCH AS THIS, PREVIOUSLY PUBLISHED IN THE NEWSPAPER, ARE MORE EFFECTIVELY COMMUNICATED THROUGH THE USE OF ITS WEBSITE, HIGHLY VISIBLE AND FREQUENTED BY STUDENTS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDING FROM THE US DEPARTMENT OF EDUCATION FOR THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL WORK STUDY, FEDERAL PELL GRANT PROGRAM, AND TEACH GRANTS. NEW YORK STATE FUNDS VARIOUS PROGRAMS SUCH AS: HIGHER EDUCATIONAL OPPORTUNITY PROGRAM, TEACHERS OPPORTUNITY CORP., EISENHOWER GRANT, NYS TAP, NYS EXCELLENCE, AND NYS LOTTERY AND STATE APPROPRIATIONS IN THE FORM OF BUNDY AID AND HIGH NEEDS NURSING AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $76,102 |
| EUROPE | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $47,102 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $130,630 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | GRADUATE TUITION ASSISTANCE | $4,000 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | GRADUATE TUITION ASSISTANCE | $8,063 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PASSIVE FOREIGN INVESTMENTS | PASSIVE FOREIGN INVESTMENTS | $8,685,253 |
| 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 | $8,951,150 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,951,150 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL AID | EAST ASIA AND THE PACIFIC | 4 | $76,102 | CREDIT ON THE STUDENT'S ACCOUNT |
| FINANCIAL AID | EUROPE | 3 | $47,102 | CREDIT ON THE STUDENT'S ACCOUNT |
| FINANCIAL AID | NORTH AMERICA | 8 | $130,630 | CREDIT ON THE STUDENT'S ACCOUNT |
| GRADUATE TUITION ASSISTANCE | NORTH AMERICA | 1 | $4,000 | CREDIT ON THE STUDENT'S ACCOUNT |
| GRADUATE TUITION ASSISTANCE | EUROPE | 1 | $8,063 | CREDIT ON THE STUDENT'S ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERNATIONAL STUDENTS RECEIVING SCHOLARSHIPS ARE CODED SEPARATELY IN THE UNIVERSITY'S ERP SYSTEM. A REPORT IS GENERATED FROM THE UNIVERSITY'S ERP SYSTEM DETAILING EACH STUDENT AND THEIR SPECIFIC AWARDS. THIS REPORT IS REVIEWED PERIODICALLY TO MONITOR FUNDS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LACROSSE GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $14,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,900 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,857 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $500 | OtherDirectExpensesEvent1Amt |
| Event2 | ATHLETICS GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $37,190 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,310 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,880 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,102 | RentFacilityCostsEvent2Amt |
| Gross Receipts Total | $51,190 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,410 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,780 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,959 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,459 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,321 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COMPETITIVE SCHOLARSHIPS | 1833 | $30,481,214 |
| GRANTS IN AID | 1325 | $7,400,319 |
| HIGHER EDUCATION OPPORTUNITY PROGRAM (HEOP) | 58 | $1,782,806 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL UNIVERSITY SCHOLARSHIPS AND GRANTS ARE AWARDED THROUGH THE FINANCIAL AID PROCESS AND ARE RECORDED AS CREDITS ON THE STUDENTS' ACCOUNTS. THESE AWARDS HELP TO OFFSET THE COST OF TUITION, FEES AND ROOM AND BOARD. THE SCHOLARSHIPS AND GRANTS ARE TRACKED IN THE UNIVERSITY'S ERP SYSTEM AND MONITORED FOR COMPLIANCE WITHIN THE FINANCIAL AID OFFICE TO COMPLY WITH INTERNAL AND EXTERNAL REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH PAUL | ||||||||||||||
| PRESIDENT AND TRUSTEE | $379,626 | $0 | $0 | $0 | $102,478 | $0 | $16,500 | $0 | $17,586 | $0 | $516,190 | $0 | $0 | $0 |
| MAUREEN FINNEY | ||||||||||||||
| PROVOST IN ACADEMIC AFFAIRS | $232,398 | $0 | $0 | $0 | $0 | $0 | $11,628 | $0 | $40,381 | $0 | $284,407 | $0 | $0 | $0 |
| FRANK WILLIAMS | ||||||||||||||
| FORMER VP FOR STRATEGIC ENROLLMENT M | $141,743 | $0 | $0 | $0 | $240 | $0 | $7,745 | $0 | $73,872 | $0 | $223,600 | $0 | $0 | $0 |
| KAREN KUPPINGER | ||||||||||||||
| VP FOR FINANCE AND ADMINISTRATION | $203,464 | $0 | $0 | $0 | $240 | $0 | $13,307 | $0 | $381 | $0 | $217,392 | $0 | $0 | $0 |
| DARRELL BELL | ||||||||||||||
| VP FOR ADVANCEMENT | $200,202 | $0 | $0 | $0 | $240 | $0 | $10,144 | $0 | $6,615 | $0 | $217,201 | $0 | $0 | $0 |
| YOUSUF GEORGE | ||||||||||||||
| VP FOR STRATEGY AND INNOVATION | $159,293 | $0 | $0 | $0 | $0 | $0 | $10,520 | $0 | $39,171 | $0 | $208,984 | $0 | $0 | $0 |
| KRISTEN GREEN | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR FINANCE | $148,912 | $0 | $0 | $0 | $240 | $0 | $10,499 | $0 | $15,890 | $0 | $175,541 | $0 | $0 | $0 |
| WAYNE HILSON | ||||||||||||||
| VP OF CULTURE, COMMUNITY, AND BELONG | $146,413 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $14,142 | $0 | $168,555 | $0 | $0 | $0 |
| CATHERINE S RASMUSSEN | ||||||||||||||
| DEAN SCHOOL OF HEALTH AND HUMAN SERV | $156,186 | $0 | $0 | $0 | $0 | $0 | $10,962 | $0 | $381 | $0 | $167,529 | $0 | $0 | $0 |
| DAMIKA ARNOLD | ||||||||||||||
| SENIOR PEOPLE OFFICER | $146,744 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,804 | $0 | $160,548 | $0 | $0 | $0 |
| THOMAS LAPPAS | ||||||||||||||
| DEAN IN COLLEGE OF LIBERAL ARTS, SCI | $144,271 | $0 | $0 | $0 | $0 | $0 | $10,099 | $0 | $381 | $0 | $154,751 | $0 | $0 | $0 |
| DANIELLE BUCCI | ||||||||||||||
| VP FOR STRATEGIC ENROLLMENT, MARKETI | $136,248 | $0 | $0 | $0 | $5,000 | $0 | $0 | $0 | $11,511 | $0 | $152,759 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SOCIAL CLUB MEMBERSHIPS PROVIDED FOR BUSINESS USE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF MONROE INDUSTRIAL DEVELOPMENT AGENCY | ||||||||
| A | 161005429 | 610752EK9 | 2008-01-30 | $9,030,000 | TO FINANCE CONSTRUCTION OF A BUILDING AND SITE IMPROVEMENTS | 0 | 0 | 0 |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| B | 510188852 | 61075TFT0 | 2013-06-13 | $13,905,000 | REFUNDING OF SERIES 2001 | 0 | 0 | 0 |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| C | 510188852 | 61075TTW8 | 2017-12-20 | $31,645,000 | NEW CONSTRUCTION OF BUILDINGS AND REFUNDING OF 2011 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,580,000 | $9,030,000 | $335,820 | $8,567,632 | $126,548 | 2009 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $7,012,501 | $14,625,806 | $448,626 | $518 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| C | $4,523,801 | $32,800,499 | $829,051 | $14,603,746 | 2019 | 0 | Yes (1) | Yes (1) | Yes (1) | $754,213 | $16,613,043 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | BANK | 30.000000000000 | Yes (1) | 0 | 0 | 0 | 0 |
| (no name) | |||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| (no name) | |||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3 COL A | 08/04/2011 $23,765,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - BOND ISSUE A, AS REFERENCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE DISCOUNT ASSOCIATED WITH THE ISSUE. |
| SCHEDULE K, PART III, LINE 9, COL A | 08/04/2011 $23,765,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART III, LINE 9, COL B | 01/30/2008 $9,030,000 COUNTY OF MONROE INDUSTRIAL DEVELOPMENT AGENCY - CURRENTLY THE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART III, LINE 9, COL C | 6/13/2013 $13,905,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART II, LINE 3, COL C | 06/13/2013 $13,905,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION BOND ISSUE, AS REFERENCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE PREMIUM ASSOCIATED WITH THE ISSUE. |
| SCHEDULE K, PART III, LINE 9, COL D | 12/20/2017 $31,645,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART II, LINE 3, COL D | 12/20/2017 $31,645,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION BOND ISSUE, AS REFERENCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE PREMIUM ASSOCIATED WITH THE ISSUE. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICERS | RelationshipWithOrgTxt |
| Cash Grant | $139,088 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MCCAFFREY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $40,698 | TransactionAmt |
| Transaction | MS. MCCAFFREY IS ASSOCIATED WITH ULRICH SIGNS. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY WAS FOLLOWED AND RESULTED IN ULRICH SIGNS BEING SELECTED FOR THE PURCHASE OF CAMPUS SIGNAGE BY ONLY INDEPENDENT BOARD MEMBERS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $198,794 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GUITAR WITH HARD CASE | 1 | $3,159 | FAIR MARKET VALUE |
| Yes (X) | MEALS FOR LACROSSE TEAMS | 1 | $698 | FAIR MARKET VALUE |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE COMPOSITION CONSISTS OF THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES, THE PRESIDENT OF THE UNIVERSITY, AND NO FEWER THAN TWO AND NO MORE THAN FOUR TRUSTEES ELECTED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF ONE YEAR AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED. ALL COMMITTEE MEMBERS ARE ON THE GOVERNING BOARD. SCOPE OF AUTHORITY - THE COMMITTEE SHALL HAVE THE POWER TO ACT WHEN THE BOARD IS NOT IN SESSION, AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN ALL MATTERS WHICH IN THE JUDGMENT OF THE EXECUTIVE COMMITTEE SHOULD NOT BE DELAYED UNTIL THE NEXT MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MAKE A FORMAL REPORT OF ITS ACTIONS, IF ANY, TO THE BOARD AT ITS NEXT REGULAR MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE, A SUB-COMMITTEE OF THE GOVERNING BODY, REVIEWED THE 2023 FORM 990 IN DETAIL PRIOR TO ITS FILING. AFTER APPROVAL OF THE AUDIT COMMITTEE, BUT PRIOR TO FILING, ACCESS TO THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA SECURE PORTAL. AT THE SAME TIME, EACH TRUSTEE IS NOTIFIED THAT THE RETURN HAS BEEN MADE AVAILABLE FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 14 | WHILE VARIOUS DEPARTMENTS WITHIN THE UNIVERSITY HAVE SPECIFIC GUIDELINES THAT THEY FOLLOW RELATED TO DOCUMENT RETENTION AND DESTRUCTION, THERE IS NO INSTITUTION WIDE WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO THE TRUSTEES, OFFICERS, THE ASSISTANT SECRETARY TO THE BOARD AND THE SECRETARY TO THE UNIVERSITY. THE INFORMATION RECEIVED IS COMPILED, ANALYZED, MAINTAINED AND MONITORED BY THE PRESIDENT'S OFFICE. ALL RESULTS ARE FORWARDED TO THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE AUDIT COMMITTEE, THE CHAIR OF THE TRUSTEESHIP COMMITTEE, UNIVERSITY'S PRESIDENT, AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. ON A QUARTERLY BASIS THE CONTROLLER'S OFFICE REVIEWS ALL VENDOR PAYMENTS FOR CONFLICTS AND DISCLOSES REQUIRED ACTIVITY TO THE AUDIT COMMITTEE AT EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION SUB-COMMITTEE, A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE AS COMPARED TO THE GOALS SET FORTH FROM THE PREVIOUS FISCAL YEAR. IN ADDITION, THE SUB-COMMITTEE'S RECOMMENDATIONS ALONG WITH DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT ARE SUBMITTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND ENDORSEMENT. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE RECOMMENDATIONS ARE CONSIDERED AND VOTED ON BY THE FULL BOARD OF TRUSTEES IN EXECUTIVE SESSION. COMPENSATION LEVELS FOR THE VICE PRESIDENTS OF THE UNIVERSITY ARE DETERMINED ANNUALLY BY THE PRESIDENT, WITH REVIEW AND ENDORSEMENT FROM THE EXECUTIVE COMMITTEE OF THE BOARD. INPUTS INCLUDE PERFORMANCE TO ANNUAL GOALS, AN OVERALL ASSESSMENT OF SIGNIFICANT CONTRIBUTIONS TO AND LEADERSHIP OF THE UNIVERSITY, AS WELL AS COMPETITIVENESS OF PAY RELATIVE TO COMPARABLE INSTITUTIONS. ON A PERIODIC BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED TO REVIEW FOR EACH VICE PRESIDENT, TO PROVIDE COMPETITIVE MARKET INFORMATION, AND TO RECOMMEND ADJUSTMENTS FOR CONSIDERATION BY THE PRESIDENT AND EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS 128,328. CHANGE IN OBLIGATIONS OF POSTRETIREMENT BENEFIT PLAN -84,647. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES WERE MADE TO OVERSIGHT PROCESS OR SELECTION PROCESS RELATED TO INDEPENDENT AUDITORS DURING THE CURRENT YEAR. |
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