HOLY FAMILY UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOLY FAMILY UNIVERSITY (EIN 23-1501197)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-06
- IRS object ID
- 202200969349301520
- Schema version
- 2020v4.0
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-06T14:31:35-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471352305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD STE 1100 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | 231501197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY FAMILY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 2156377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC NELSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2156377700 | PhoneNum |
| Signature | 2022-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J MCNAMEE | PreparerPersonNm |
| PTIN | P01428150 | PTIN |
| Phone | 2158874425 | PhoneNum |
| Preparation | 2022-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SISTER MAUREEN MCGARRITY CSFN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,089,650 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLYFAMILY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | HOLY FAMILY UNIVERSITY, A MINISTRY OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, OFFERS EDUCATION IN THE LIBERAL ARTS AND PROFESSIONS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. AS A CATHOLIC UNIVERSITY, HOLY FAMILY SEEKS DIRECTION AND INSPIRATION FROM THE LIFE AND TEACHING OF JESUS CHRIST, AFFIRMS THE VALUES OF THE JUDEO-CHRISTIAN TRADITION, AND WITNESSES TO THE DIGNITY OF EACH PERSON AND THE ONENESS OF THE HUMAN FAMILY. HOLY FAMILY UNIVERSITY EDUCATES STUDENTS TO ASSUME LIFELONG RESPONSIBILITIES TOWARDS GOD, SOCIETY AND SELF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1137 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,290,873 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,354,064 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,735,631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $73,832,597 | CYProgramServiceRevenueAmt |
| PY Investment Income | $536,680 | PYInvestmentIncomeAmt |
| CY Investment Income | $404,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,135,180 | PYOtherRevenueAmt |
| CY Other Revenue | $447,364 | CYOtherRevenueAmt |
| PY Total Revenue | $77,698,364 | PYTotalRevenueAmt |
| CY Total Revenue | $80,038,758 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,081,158 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,555,638 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,387,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,091,265 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,018,460 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,993,393 | PYOtherExpensesAmt |
| CY Other Expenses | $18,157,539 | CYOtherExpensesAmt |
| PY Total Expenses | $67,461,557 | PYTotalExpensesAmt |
| CY Total Expenses | $72,804,442 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,236,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,234,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,738,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,233,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,523,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,186,996 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,215,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,046,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLY FAMILY UNIVERSITY, A MINISTRY OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, OFFERS EDUCATION IN THE LIBERAL ARTS AND PROFESSIONS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. AS A CATHOLIC UNIVERSITY, HOLY FAMILY SEEKS DIRECTION AND INSPIRATION FROM THE LIFE AND TEACHING OF JESUS CHRIST, AFFIRMS THE VALUES OF THE JUDEO-CHRISTIAN TRADITION, AND WITNESSES TO THE DIGNITY OF EACH PERSON AND THE ONENESS OF THE HUMAN FAMILY. HOLY FAMILY UNIVERSITY EDUCATES STUDENTS TO ASSUME LIFELONG RESPONSIBILITIES TOWARDS GOD, SOCIETY AND SELF. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $62,054,722 | ExpenseAmt |
| Grant | $25,555,638 | GrantAmt |
| Revenue | $73,832,597 | RevenueAmt |
| Desc | HOLY FAMILY UNIVERSITY IS A FULLY ACCREDITED PRIVATE COED UNIVERSITY OFFERING LIBERAL ARTS AND PROFESSIONAL PROGRAMS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. THE UNIVERSITY PROVIDES 133 DEGREE PROGRAMS AND 6 NON-DEGREE PROGRAMS. | Desc |
| Total Program Service Expenses | $62,054,722 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1137 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MCMAHON | PersonNm |
| Phone | 2156377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM STRECKER | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE MILLER | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER CYNTHIA MEYER CSFN MA | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES BENNETT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT T CHADWICK III | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER JANICE FULMER CSFN PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER ROSEMARIE GRIFFIN CSFN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL P KILCOYNE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER THEA KRAUSE CSFN PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MANDIA ESQ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER MAUREEN MCGARRITY CSFN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SEAN O'HARA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN PADOVANO PHD RN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK RYAN ESQ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH ANN SWAN PHD CRNP FAAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT M TANTALA SR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW TOPLEY MBA MA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY KEIRANS VASSALLO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER CELINE WARNILO CSFN LHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN WOLD MBA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY ANGELO | ||||||||
| TRUSTEE EMER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA HENNESSEY | ||||||||
| TRUSTEE EMER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMINIC MARANO | ||||||||
| TRUSTEE EMER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MARKOWITZ | ||||||||
| VP FOR ACADE | 40.00 | $201,287 | $0 | $16,116 | Yes (X) | |||
| JAMES GARVEY | ||||||||
| VP FOR ADVAN | 40.00 | $225,782 | $0 | $19,945 | Yes (X) | |||
| ABIGAIL WERNICKI | ||||||||
| VP STUDENT A | 40.00 | $170,253 | $0 | $11,611 | Yes (X) | |||
| ERIC NELSON | ||||||||
| CFO | 40.00 | $234,375 | $0 | $7,193 | Yes (X) | |||
| JENNIFER LULING | ||||||||
| ASSOC VP HR | 40.00 | $171,080 | $0 | $19,648 | Yes (X) | |||
| CYNTHIA RUSSELL | ||||||||
| DEAN, NURSIN | 40.00 | $167,245 | $0 | $12,174 | Yes (X) | |||
| J BARRY DICKINSON | ||||||||
| DEAN, SCHOOL | 40.00 | $148,868 | $0 | $15,355 | Yes (X) | |||
| ANNE MCMAHON | ||||||||
| ASSOC VP CON | 40.00 | $142,567 | $0 | $4,760 | Yes (X) | |||
| MARGARET KELLY | ||||||||
| VP FOR MISSI | 40.00 | $143,102 | $0 | $12,005 | Yes (X) | |||
| JANET MCNELLIS | ||||||||
| ASSOC DEAN E | 40.00 | $140,555 | $0 | $13,873 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,745,114 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $132,680 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASSESSMENT TECHNOLOGIES INSTITUTE | |||||||
| 62277 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | TESTING SERVICE | $802,464 | ||
| ELLUCIAN | |||||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | IT | $425,359 | ||
| IDEA HUT | |||||||
| 617 STOKES ROAD | MEDFORD | NJ | 08055 | MARKETING | $190,472 | ||
| TANTALA ASSOCIATES LLC | |||||||
| 6200 FRANKFORD AVE | PHILADELPHIA | PA | 19135 | ENGINEERING | $175,825 | ||
| CARE PROVIDERS INSURANCE | |||||||
| 555 NORTH LANE | CONSHOHOCKEN | PA | 19428 | INSURANCE | $151,930 | NSM INSURANCE GROUP | SUITE 6060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,096,525 | GovernmentGrantsAmt |
| All Other Contributions | $1,257,539 | AllOtherContributionsAmt |
| Total Contributions | $5,354,064 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $72,702,185 | $72,702,185 |
| AUXILIARY ENTERPRISES | 611600 | $1,130,412 | $1,130,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $73,832,597 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,733 | TotalRevenueColumnAmt |
| Exclusion | $404,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $281,424 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $50,892 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,532 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,083 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,083 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $212,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,749 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $212,749 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,038,758 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,049,429 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $404,733 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,555,638 | TotalAmt |
| Program Services | $25,555,638 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,777 | TotalAmt |
| Program Services | $371,540 | ProgramServicesAmt |
| Management And General | $405,455 | ManagementAndGeneralAmt |
| Fundraising | $225,782 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,995,370 | TotalAmt |
| Program Services | $20,483,486 | ProgramServicesAmt |
| Management And General | $3,005,719 | ManagementAndGeneralAmt |
| Fundraising | $506,165 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,640 | TotalAmt |
| Program Services | $422,118 | ProgramServicesAmt |
| Management And General | $110,833 | ManagementAndGeneralAmt |
| Fundraising | $26,689 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756,321 | TotalAmt |
| Program Services | $1,255,698 | ProgramServicesAmt |
| Management And General | $447,008 | ManagementAndGeneralAmt |
| Fundraising | $53,615 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,157 | TotalAmt |
| Program Services | $1,517,635 | ProgramServicesAmt |
| Management And General | $213,189 | ManagementAndGeneralAmt |
| Fundraising | $46,333 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,879 | TotalAmt |
| Management And General | $26,879 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,976 | TotalAmt |
| Program Services | $977 | ProgramServicesAmt |
| Management And General | $679,999 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,589 | TotalAmt |
| Program Services | $574,188 | ProgramServicesAmt |
| Management And General | $699,896 | ManagementAndGeneralAmt |
| Fundraising | $2,505 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,196 | TotalAmt |
| Program Services | $188,924 | ProgramServicesAmt |
| Management And General | $26,761 | ManagementAndGeneralAmt |
| Fundraising | $1,511 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,664,314 | TotalAmt |
| Program Services | $1,664,314 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,104 | TotalAmt |
| Program Services | $2,721,359 | ProgramServicesAmt |
| Management And General | $177,745 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,188 | TotalAmt |
| Program Services | $21,102 | ProgramServicesAmt |
| Management And General | $287,086 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $7,630,154 | $4,745,440 | $2,833,697 | $51,017 |
| OTHER EXPENSES | $1,207,199 | $1,142,597 | $51,024 | $13,578 |
| UTILITIES AND TELEPHONE | $753,516 | $666,447 | $86,469 | $600 |
| BAD DEBT EXPENSE | $450,000 | $450,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,424 | TotalAmt |
| Program Services | $723,259 | ProgramServicesAmt |
| Management And General | $229,500 | ManagementAndGeneralAmt |
| Fundraising | $90,665 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,804,442 | TotalAmt |
| Program Services | $62,054,722 | ProgramServicesAmt |
| Management And General | $9,731,260 | ManagementAndGeneralAmt |
| Fundraising | $1,018,460 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,373,330 | BOYAmt |
| EOY | $30,085,317 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,603 | BOYAmt |
| EOY | $4,573,038 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,422 | BOYAmt |
| EOY | $2,474,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,357,184 | BOYAmt |
| EOY | $3,969,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,262 | BOYAmt |
| EOY | $510,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,061,297 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,460,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,315,759 | BOYAmt |
| EOY | $56,600,305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,315,854 | BOYAmt |
| EOY | $26,075,737 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,215 | BOYAmt |
| EOY | $2,944,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,738,629 | BOYAmt |
| EOY | $127,233,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,742 | BOYAmt |
| EOY | $5,837,283 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,123 | BOYAmt |
| EOY | $1,356,058 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,675,000 | BOYAmt |
| EOY | $27,085,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,841,805 | BOYAmt |
| EOY | $2,686,873 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,440,609 | BOYAmt |
| EOY | $2,221,782 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,523,279 | BOYAmt |
| EOY | $39,186,996 | 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 | $67,197,920 | BOYAmt |
| EOY | $78,604,633 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,017,430 | BOYAmt |
| EOY | $9,441,634 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,215,350 | BOYAmt |
| EOY | $88,046,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,738,629 | BOYAmt |
| EOY | $127,233,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,234,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,596,601 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,137,853 | BeginningYearBalanceAmt |
| Contributions | $193,265 | ContributionsAmt |
| Investment Earnings Or Losses | $1,518,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,210 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,672,075 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,139,338 | BeginningYearBalanceAmt |
| Contributions | $71,997 | ContributionsAmt |
| Investment Earnings Or Losses | $93,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $167,160 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,137,853 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,825,075 | BeginningYearBalanceAmt |
| Contributions | $139,954 | ContributionsAmt |
| Investment Earnings Or Losses | $327,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $153,470 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,139,338 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,441,569 | BeginningYearBalanceAmt |
| Contributions | $128,828 | ContributionsAmt |
| Investment Earnings Or Losses | $402,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,090 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,825,075 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,044,063 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $502,260 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $104,754 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,441,569 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,125,318 | OtherCostOrOtherBasisAmt |
| Book Value | $4,125,318 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,181,308 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,400,375 | DepreciationAmt |
| Book Value | $48,780,933 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,754,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,060,617 | DepreciationAmt |
| Book Value | $3,694,054 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,600,305 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE LOAN PROGRAM | $1,798,313 |
| DEPOSITS HELD IN CUSTODY | $173,293 |
| OPERATING LEASE PAYABLE | $116,104 |
| GIFT ANNUITY LIABILITY | $71,151 |
| FINANCE LEASE PAYABLE | $62,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,221,782 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,052,842 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,596,601 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$25,555,638 | OtherRevenueAmt |
| Revenue Not Reported | -$19,959,037 | RevenueNotReportedAmt |
| Revenue Subtotal | $80,011,879 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,879 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $26,879 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $80,038,758 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,221,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $47,221,925 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,879 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $25,555,638 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,582,517 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,804,442 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE UNIVERSITY IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FINANCIAL AID -25,555,638 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | FINANCIAL AID 25,555,638 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | A STATEMENT ON THE UNIVERSITY'S NONDISCRIMINATION POLICY IS INCLUDED IN THE UNIVERSITY'S PERIODIC NEWSPAPER ADVERTISEMENTS WHICH ARE PUBLISHED MORE THAN ONCE A YEAR. THEY ARE ALSO POSTED ON THE UNIVERSITY'S WEBSITE AND THE ELECTRONIC BULLETIN BOARDS THROUGHOUT THE CAMPUS. |
| SCHEDULE E, LINE 6 | THE ORGANIZATION'S RIGHT TO FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY HAS NEVER BEEN REVOKED OR SUSPENDED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $39,185 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,185 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,086 | OtherDirectExpensesEvent1Amt |
| Event2 | SCHOLARSHIP CEL | Event2Nm |
| Gross Receipts Event2 | $242,239 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $242,239 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $45,806 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $281,424 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $281,424 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,892 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,892 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $230,532 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 1684 | RecipientCnt |
| Non Cash Assistance | $25,555,638 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| MICHAEL MARKOWITZ | |||
| VP FOR ACADEMIC AFF. | $201,287 | $16,116 | $217,403 |
| JAMES GARVEY | |||
| VP FOR ADVANCEMENT | $225,782 | $19,945 | $245,727 |
| ABIGAIL WERNICKI | |||
| VP STUDENT AFFAIRS | $170,253 | $11,611 | $181,864 |
| ERIC NELSON | |||
| CFO | $234,375 | $7,193 | $241,568 |
| JENNIFER LULING | |||
| ASSOC VP HR | $171,080 | $19,648 | $190,728 |
| CYNTHIA RUSSELL | |||
| DEAN, NURSING&HLTH | $167,245 | $12,174 | $179,419 |
| J BARRY DICKINSON | |||
| DEAN, SCHOOL OF BUS | $148,868 | $15,355 | $164,223 |
| MARGARET KELLY | |||
| VP FOR MISSION | $143,102 | $12,005 | $155,107 |
| JANET MCNELLIS | |||
| ASSOC DEAN EDUCATION | $140,555 | $13,873 | $154,428 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| A | AUTHORITY | 70917SHL0 | 2013-09-30 | $1,615,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| B | AUTHORITY | 70917SHM8 | 2013-09-30 | $1,630,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| C | AUTHORITY | 70917SHN6 | 2013-09-30 | $1,665,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| D | AUTHORITY | 70917SHT3 | 2013-09-30 | $1,680,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,615,000 | $29,148 | $1,585,852 | false | false | Yes (true) | Yes (true) |
| B | $1,630,000 | $29,419 | $1,600,581 | false | false | Yes (true) | Yes (true) |
| C | $1,665,000 | $30,050 | $1,634,950 | false | false | Yes (true) | Yes (true) |
| D | $1,680,000 | $30,321 | $1,649,679 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| A | AUTHORITY | 70917SHS5 | 2013-09-30 | $3,465,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| B | AUTHORITY | 70917SHP1 | 2013-09-30 | $3,630,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| C | AUTHORITY | 70917SHQ9 | 2013-09-30 | $9,205,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES | ||||||||
| D | AUTHORITY | 70917SHR7 | 2013-09-30 | $4,195,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $3,465,000 | $62,537 | $3,402,463 | false | false | Yes (true) | Yes (true) |
| B | $3,630,000 | $65,515 | $3,564,485 | false | false | Yes (true) | Yes (true) |
| C | $9,205,000 | $166,134 | $9,038,866 | false | false | Yes (true) | Yes (true) |
| D | $4,195,000 | $75,713 | $4,199,287 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
| PURPOSE OF ISSUE DESCRIPTION | PA HIGHER EDUCATIONAL FACILITIES REFINANCE |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALBERT CHADWICK | |||
| CHILDREN OWN | $1,049,151 | CONSTRUCTION & MAINT | false |
| ALBERT TANTALA SR | |||
| PARTIAL OWNER | $222,045 | ENGINEERING | false |
| PATRICK RYAN | |||
| OF COUNSEL | $74,951 | PROFESSIONAL LAWYER | false |
| WILLIAM MANDIA | |||
| PARTIAL OWNER | $13,596 | PROFESSIONAL LAWYER | false |
| JAMES BENNETT | |||
| SENIOR VP | $447,290 | INFORMATION TECHNOLO | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS NOTED ABOVE REPRESENT TRANSACTIONS THAT TOOK PLACE BETWEEN THE UNIVERSITY AND THE BUSINESSES RELATED TO THE INTERESTED PERSONS, NOT THE INTERESTED PERSONS DIRECTLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HOLY FAMILY UNIVERSITY, A MINISTRY OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, OFFERS EDUCATION IN THE LIBERAL ARTS AND PROFESSIONS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. AS A CATHOLIC UNIVERSITY, HOLY FAMILY SEEKS DIRECTION AND INSPIRATION FROM THE LIFE AND TEACHING OF JESUS CHRIST, AFFIRMS THE VALUES OF THE JUDEO-CHRISTIAN TRADITION, AND WITNESSES TO THE DIGNITY OF EACH PERSON AND THE ONENESS OF THE HUMAN FAMILY. HOLY FAMILY UNIVERSITY EDUCATES STUDENTS TO ASSUME LIFELONG RESPONSIBILITIES TOWARDS GOD, SOCIETY AND SELF. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY SHALL BE CSFN MISSION & MINSITRY, INC., A PENNSYLVANIA NONPROFIT. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPROVE THE RECOMMENDATION OF THE BOARD OF TRUSTEES TO APPOINT OR REMOVE THE BOARD OF TRUSTEES OR ANY ONE OR MORE OF THE TRUSTEES OR THE PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE GOVERNANCE AND OPERATIONS OF THE UNIVERSITY SHALL BE SUBJECT IN ALL RESPECTS TO THE RIGHT OF THE SOLE MEMBER TO EXERCISE RESERVED POWERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE UNIVERSITY PROVIDES A COPY OF THE 990, EXCLUDING SCHEDULE B FOR CONFIDENTIALITY, TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF TRUSTEES IS REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE UNIVERSITY RETAINS YAFFE & COMPANY TO WORK IN CONJUNCTION WITH EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF SENIOR ADMINISTRATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | YAFFE & COMPANY PROVIDES AN EXECUTIVE COMPENSATION SURVEY WHICH IS INCLUSIVE OF ALL COMPENSATION ASPECTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND TAX FORMS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF THE HOLY FAMILY OF | BusinessNameLine1Txt |
| Business Name Line2 | NAZARETH | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 NORTH RIVER ROAD | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205728349 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| SISTERS OF THE HOLY FAMILY OF | |||
| NAZARETH | K | $60,000 | COST |
| SISTERS OF THE HOLY FAMILY OF | |||
| NAZARETH | M | $1,000,656 | COST |