LEBANON VALLEY COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEBANON VALLEY COLLEGE (EIN 23-1352354)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202211299349302776
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T13:56:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 | 231352354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBANON VALLEY COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBA | BusinessNameControlTxt |
| Phone | 7178676421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH COLLEGE AVENUE | AddressLine1Txt |
| City | ANNVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN P CURTIN | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 7178676421 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAWN | PersonFirstNm |
| Person Last | CURTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | JAMES MACLAREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH COLLEGE AVENUE | AddressLine1Txt |
| City | ANNVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $136,336,008 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LVC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1866 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES EDUCATIONAL SERVICES AT THE UNDERGRADUATE AND GRADUATE LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1454 | TotalEmployeeCnt |
| Total Volunteers | 948 | TotalVolunteersCnt |
| Total Gross UBI | $10,077 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,795,301 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,909,172 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,944,577 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,291,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,040,634 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,216,364 | CYInvestmentIncomeAmt |
| PY Other Revenue | $832,271 | PYOtherRevenueAmt |
| CY Other Revenue | $200,233 | CYOtherRevenueAmt |
| PY Total Revenue | $104,612,783 | PYTotalRevenueAmt |
| CY Total Revenue | $113,617,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,522,614 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,028,114 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,089,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,152,413 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,776,019 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,986,264 | PYOtherExpensesAmt |
| CY Other Expenses | $21,238,856 | CYOtherExpensesAmt |
| PY Total Expenses | $104,598,748 | PYTotalExpensesAmt |
| CY Total Expenses | $103,419,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,197,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,348,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,485,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,721,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,834,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $156,627,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $185,650,795 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LEBANON VALLEY COLLEGE EDUCATES STUDENTS FOR LIFELONG SUCCESS THROUGH EXCEPTIONAL UNDERGRADUATE LIBERAL-ARTS PROGRAMS AND PROFESSIONAL GRADUATE PROGRAMS DELIVERED IN AN ENGAGING AND SUPPORTIVE ACADEMIC AND CO-CURRICULAR ENVIRONMENT. WE EDUCATE OUR STUDENTS TO THINK CRITICALLY AND CREATIVELY, ANALYZE AND ADDRESS COMPLEX ISSUES, AND COMMUNICATE EFFECTIVELY. WE GUIDE THEM IN DEEPENING THEIR COMMITMENT TO INCLUSION, CIVIC ENGAGEMENT, AND GLOBAL CITIZENSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $93,538,919 | ExpenseAmt |
| Grant | $49,028,114 | GrantAmt |
| Revenue | $91,291,592 | RevenueAmt |
| Desc | LEBANON VALLEY COLLEGE, FOUNDED IN 1866, OFFERS BACHELOR'S DEGREES IN MORE THAN 45 MAJORS; MASTER'S DEGREES IN ACCOUNTING (MBA 3+1), APPLIED KINESIOLOGY, ATHLETIC TRAINING, BUSINESS ADMINISTRATION, CLINICAL EXERCISE PHYSIOLOGY, CLINICAL MENTAL HEALTH COUNSELING, INTELLIGENCE AND SECURITY STUDIES, SCIENCE IN STEM EDUCATION, EDUCATION, MUSIC EDUCATION, SPEECH-LANGUAGE PATHOLOGY, AND SPORT PERFORMANCE; A DOCTORAL DEGREE IN PHYSICAL THERAPY; ACT 48 CONTINUING EDUCATION FOR EDUCATOR CREDITS; AND CERTIFICATES IN COMPREHENSIVE CURRICULUM & ASSESSMENT FOR PREK-12, HEALTHCARE MANAGEMENT, INTEGRATIVE STEM EDUCATION, LEADERSHIP & ETHICS, MARKETING, MODERN BAND, ONLINE TEACHING & LEARNING, PROJECT MANAGEMENT, SOCIAL, EMOTIONAL, & BEHAVIORAL WELLNESS, SPORT ENHANCEMENT, SUPPLY CHAIN MANAGEMENT & LOGISTICS, AND TRAUMA-INFORMED COUNSELING. LOCATED EIGHT MILES FROM HERSHEY, PENNSYLVANIA, THIS COLLEGE OF 2,041 STUDENTS PRODUCES ALUMNI WHO ATTEND PRESTIGIOUS GRADUATE AND PROFESSIONAL SCHOOLS AND ARE EMPLOYED BY TOP COMPANIES AND SCHOOL DISTRICTS.TWENTY-NINE PERCENT OF OUR STUDENT ARE FIRST GENERATION, 22% OF ALL STUDENTS AND 26% OF FALL 2021 FIRST-YEAR STUDENTS ARE PELL-ELIGIBLE, AND 100% OF THE FALL 2021 INCOMING CLASS RECEIVED GRANT OR SCHOLARSHIP AID FROM LVC. MORE THAN 35% OF OUR STUDENTS PARTICIPATE ON OUR 27 NCAA DIVISION III ATHLETIC TEAMS OR ESPORTS TEAMS, AND, DESPITE COVID-19, OUR STUDENTS VOLUNTEERED MORE THAN 14,000 HOURS OF COMMUNITY SERVICE DURING THE 2020-2021 ACADEMIC YEAR. | Desc |
| Total Program Service Expenses | $93,538,919 | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 2597 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1454 | 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIEL PAZ | PersonNm |
| Phone | 7178676421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH COLLEGE AVENUE | AddressLine1Txt |
| City | ANNVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELYSE E ROGERS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN R ANGSTADT | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES MACLAREN | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $208,145 | $0 | $30,091 | |||
| ELIZABETH R UNGER | |||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SETH MENDELSOHN | |||||||||
| VICE CHAIR/ADJUNCT FACULTY | 1.00 | Yes (X) | Yes (X) | $4,500 | $0 | $0 | |||
| AJI M ABRAHAM | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE J BISHOP | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY JEAN BISHOP | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD D BREEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRUMAN T BROOKS III | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN M CORBETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSANNE HARLEY DOMBROWSKI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES G GLASGOW | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E HARBAUGH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD E HARPER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| M LOUISE HESS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDIE DIMATTEO HOLSINGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE J KING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARROLL SKIP MISSIMER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHESTER Q MOSTELLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN M NEWSOME | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN A SCHMITT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRACEY A STOVER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RYAN H TWEEDIE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH F RILATT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA POOLE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUNILDA MARTINEZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN SQUIRES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER DOLAN | |||||||||
| FACULTY TRUSTEE | 1.00 | Yes (X) | $67,363 | $0 | $27,269 | ||||
| KENNETH YARNALL | |||||||||
| FACULTY TRUSTEE | 1.00 | Yes (X) | $74,493 | $0 | $22,306 | ||||
| CHRISTOPHER J HEFFNER | |||||||||
| FACULTY TRUSTEE | 1.00 | Yes (X) | $68,610 | $0 | $20,970 | ||||
| GIGI MOSTAFA | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRANDON N KEMMERY | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $687 | $0 | $0 | ||||
| TREVA CLARK | |||||||||
| FACULTY TRUSTEE (UNTIL 5/21) | 1.00 | Yes (X) | $102,383 | $0 | $13,127 | ||||
| JARED KRAMER | |||||||||
| STUDENT TRUSTEE (UNTIL 5/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN G PHILLIPS | |||||||||
| TRUSTEE (UNTIL 5/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLIOTT ROBINSON | |||||||||
| TRUSTEE (UNTIL 5/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW WEAVER | |||||||||
| SECRETARY/VP ADVANCEMENT | 40.00 | Yes (X) | $165,807 | $0 | $23,730 | ||||
| SHAWN P CURTIN | |||||||||
| TREASURER/VP FINANCE | 40.00 | Yes (X) | $223,256 | $0 | $36,397 | ||||
| MONICA COWART | |||||||||
| PROVOST/VP ACADEMIC AFFAIRS | 40.00 | Yes (X) | $219,692 | $0 | $35,509 | ||||
| EDWIN WRIGHT | |||||||||
| VP OF ENROLLMENT MANAGEMENT | 40.00 | $191,251 | $0 | $33,354 | Yes (X) | ||||
| DAVID SHAPIRO | |||||||||
| SR. DIRECTOR OF IT | 40.00 | $145,186 | $0 | $26,938 | Yes (X) | ||||
| STAN DACKO | |||||||||
| ASSO. PROFESSOR OF PHYSICAL THERAPY | 40.00 | $139,256 | $0 | $33,212 | Yes (X) | ||||
| SUSAN TAMMARO | |||||||||
| ASSOCIATE PROVOST | 40.00 | $139,181 | $0 | $17,770 | Yes (X) | ||||
| ROBERT MIKUS | |||||||||
| VP STUDENT AFFAIRS/DEAN OF STUDENTS | 40.00 | $131,684 | $0 | $13,075 | Yes (X) | ||||
| MOLLY O'BRIEN-FOELSCH | |||||||||
| VP MARKETING & COMMUNICATIONS | 40.00 | $124,036 | $0 | $11,397 | Yes (X) | ||||
| LEWIS E THAYNE | |||||||||
| FORMER PRESIDENT (UNTIL 5/20) | 0.00 | $404,353 | $0 | $45,901 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,409,883 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,046 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | 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 |
|---|---|---|---|---|---|
| METZ CULINARY MANAGEMENT | |||||
| 2 WOODLAND DR | DALLAS | PA | 18612 | FOOD SERVICES | $3,438,436 |
| JEM GROUP LLC | |||||
| 509 NORTH SECOND ST | HARRISBURG | PA | 17101 | CONSTRUCTION SERVICES | $1,286,300 |
| KREIDER CONSTRUCTION INC | |||||
| PO BOX 196 | ANNVILLE | PA | 17003 | CONSTRUCTION SERVICES | $337,169 |
| RICHARD L SENSENIG CO | |||||
| 183 S MARKET ST | EPHRATA | PA | 17522 | CONSTRUCTION SERVICES | $229,170 |
| WAYBETTER MARKETING INC | |||||
| 4010 CHATHAM RD | ELLICOTT CITY | MD | 21042 | ADVERTISING SERVICES | $227,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $8,158 | FederatedCampaignsAmt |
| Fundraising | $67,262 | FundraisingAmt |
| Government Grants | $7,661,834 | GovernmentGrantsAmt |
| All Other Contributions | $9,171,918 | AllOtherContributionsAmt |
| Noncash Contributions | $300,298 | NoncashContributionsAmt |
| Total Contributions | $16,909,172 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611310 | $81,714,008 | $81,714,008 |
| AUXILIARY ENTERPRISES | 611310 | $9,577,584 | $9,577,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,291,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,081,999 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,028 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,078,971 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $113,093 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,196 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $50,897 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,897 | TotalRevenueColumnAmt |
| Exclusion | $50,897 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,765,936 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,631,571 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,134,365 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,134,365 | TotalRevenueColumnAmt |
| Exclusion | $4,134,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,274 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,262 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,880 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$606 | TotalRevenueColumnAmt |
| Exclusion | -$606 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BARNES & NOBLE | 900099 | $83,091 | $83,091 |
| VEHICLE REG./RENTAL | 480000 | $22,370 | $22,370 |
| SERVICE ROOM | 517000 | $19,657 | $19,657 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,824 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $7,049 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $149,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,617,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,291,592 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,077 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,406,520 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,750 | TotalAmt |
| Program Services | $56,750 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,971,364 | TotalAmt |
| Program Services | $48,971,364 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,577 | TotalAmt |
| Program Services | $694,211 | ProgramServicesAmt |
| Management And General | $863,347 | ManagementAndGeneralAmt |
| Fundraising | $215,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,772,904 | TotalAmt |
| Program Services | $20,241,619 | ProgramServicesAmt |
| Management And General | $2,754,827 | ManagementAndGeneralAmt |
| Fundraising | $776,458 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,855 | TotalAmt |
| Program Services | $1,396,929 | ProgramServicesAmt |
| Management And General | $180,729 | ManagementAndGeneralAmt |
| Fundraising | $71,197 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,141,462 | TotalAmt |
| Program Services | $3,418,165 | ProgramServicesAmt |
| Management And General | $554,962 | ManagementAndGeneralAmt |
| Fundraising | $168,335 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,615 | TotalAmt |
| Program Services | $1,489,624 | ProgramServicesAmt |
| Management And General | $254,326 | ManagementAndGeneralAmt |
| Fundraising | $72,665 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,548 | TotalAmt |
| Program Services | $34,059 | ProgramServicesAmt |
| Management And General | $12,200 | ManagementAndGeneralAmt |
| Fundraising | $289 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,150 | TotalAmt |
| Program Services | $65,231 | ProgramServicesAmt |
| Management And General | $23,366 | ManagementAndGeneralAmt |
| Fundraising | $553 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,300 | TotalAmt |
| Management And General | $33,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,816 | TotalAmt |
| Management And General | $246,816 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,734,780 | TotalAmt |
| Program Services | $2,757,105 | ProgramServicesAmt |
| Management And General | $954,314 | ManagementAndGeneralAmt |
| Fundraising | $23,361 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,963 | TotalAmt |
| Program Services | $422,080 | ProgramServicesAmt |
| Management And General | $729,090 | ManagementAndGeneralAmt |
| Fundraising | $38,793 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876,178 | TotalAmt |
| Program Services | $1,420,688 | ProgramServicesAmt |
| Management And General | $271,652 | ManagementAndGeneralAmt |
| Fundraising | $183,838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,183 | TotalAmt |
| Program Services | $61,136 | ProgramServicesAmt |
| Management And General | $5,442 | ManagementAndGeneralAmt |
| Fundraising | $605 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,665 | TotalAmt |
| Program Services | $1,156,305 | ProgramServicesAmt |
| Management And General | $102,924 | ManagementAndGeneralAmt |
| Fundraising | $11,436 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,279 | TotalAmt |
| Program Services | $225,660 | ProgramServicesAmt |
| Management And General | $48,285 | ManagementAndGeneralAmt |
| Fundraising | $7,334 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,508 | TotalAmt |
| Program Services | $854,042 | ProgramServicesAmt |
| Management And General | $76,019 | ManagementAndGeneralAmt |
| Fundraising | $8,447 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,751,627 | TotalAmt |
| Program Services | $6,143,980 | ProgramServicesAmt |
| Management And General | $546,882 | ManagementAndGeneralAmt |
| Fundraising | $60,765 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,091 | TotalAmt |
| Program Services | $564,283 | ProgramServicesAmt |
| Management And General | $50,227 | ManagementAndGeneralAmt |
| Fundraising | $5,581 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $1,814,896 | $1,651,555 | $147,007 | $16,334 |
| LIBRARY MATERIALS | $699,479 | $699,479 | ||
| BOOSTER EXPENSE | $557,693 | $456,862 | $55,212 | $45,619 |
| STUCO/CULTURAL PROGRAMM | $226,172 | $185,280 | $22,391 | $18,501 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,528 | TotalAmt |
| Program Services | $572,512 | ProgramServicesAmt |
| Management And General | $171,127 | ManagementAndGeneralAmt |
| Fundraising | $50,889 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,419,383 | TotalAmt |
| Program Services | $93,538,919 | ProgramServicesAmt |
| Management And General | $8,104,445 | ManagementAndGeneralAmt |
| Fundraising | $1,776,019 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,020,494 | BOYAmt |
| EOY | $23,478,650 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,811,294 | BOYAmt |
| EOY | $8,941,210 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,303,041 | BOYAmt |
| EOY | $10,651,705 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,433 | BOYAmt |
| EOY | $1,272,892 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,065 | BOYAmt |
| EOY | $22,255 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,445 | BOYAmt |
| EOY | $1,299,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,661,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,145,842 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,868,735 | BOYAmt |
| EOY | $99,515,183 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,448,273 | BOYAmt |
| EOY | $74,230,177 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,900,056 | BOYAmt |
| EOY | $15,555,413 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,908,792 | BOYAmt |
| EOY | $4,514,404 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,348,628 | BOYAmt |
| EOY | $239,485,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,487,505 | BOYAmt |
| EOY | $7,424,466 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,572 | BOYAmt |
| EOY | $308,200 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,757,776 | BOYAmt |
| EOY | $39,824,154 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,879 | BOYAmt |
| EOY | $138,975 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,762,485 | BOYAmt |
| EOY | $6,138,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,721,217 | BOYAmt |
| EOY | $53,834,652 | 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 | $90,607,081 | BOYAmt |
| EOY | $99,473,938 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,020,330 | BOYAmt |
| EOY | $86,176,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,627,411 | BOYAmt |
| EOY | $185,650,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,348,628 | BOYAmt |
| EOY | $239,485,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,197,978 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,599,134 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,226,272 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $33,300 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $33,300 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PAID $33,300 TO LONG NYQUIST & ASSOCIATES TO ASSIST IN IDENTIFYING AND APPLYING FOR ELIGIBLE GRANTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,825,446 | BeginningYearBalanceAmt |
| Contributions | $1,339,012 | ContributionsAmt |
| Investment Earnings Or Losses | $19,707,854 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,525,498 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,610,024 | OtherExpendituresAmt |
| End Year Balance | $85,736,790 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,779,262 | BeginningYearBalanceAmt |
| Contributions | $2,509,653 | ContributionsAmt |
| Investment Earnings Or Losses | -$327,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,502,891 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,632,629 | OtherExpendituresAmt |
| End Year Balance | $67,825,446 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,380,556 | BeginningYearBalanceAmt |
| Contributions | $2,472,246 | ContributionsAmt |
| Investment Earnings Or Losses | $1,956,992 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,441,297 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,589,235 | OtherExpendituresAmt |
| End Year Balance | $68,779,262 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,503,909 | BeginningYearBalanceAmt |
| Contributions | $1,037,067 | ContributionsAmt |
| Investment Earnings Or Losses | $4,661,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,306,386 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,515,349 | OtherExpendituresAmt |
| End Year Balance | $67,380,556 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,520,255 | BeginningYearBalanceAmt |
| Contributions | $2,625,832 | ContributionsAmt |
| Investment Earnings Or Losses | $7,032,742 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,243,889 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,431,031 | OtherExpendituresAmt |
| End Year Balance | $64,503,909 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | 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 | $2,474,725 | OtherCostOrOtherBasisAmt |
| Book Value | $2,474,725 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,310,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,147,451 | DepreciationAmt |
| Book Value | $86,162,849 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,356,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,335,135 | DepreciationAmt |
| Book Value | $4,021,285 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,519,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,663,256 | DepreciationAmt |
| Book Value | $6,856,324 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,515,183 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $15,224,197 | F |
| CSV LIFE INSURANCE POLICIES | $331,216 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,555,413 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY ON ANNUITY CONTRACTS | $610,925 |
| STUDENT CREDIT BALANCES AND DEPOSITS | $1,311,169 |
| ADVANCES FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $1,802,602 |
| ACCRUED INTEREST, SWAP AGREEMENT | $2,414,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,138,857 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $83,188,642 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,599,134 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$46,114,929 | OtherRevenueAmt |
| Revenue Not Reported | -$30,515,795 | RevenueNotReportedAmt |
| Revenue Subtotal | $113,704,437 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$87,076 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$87,076 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,617,361 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,165,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$3,145,812 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,145,812 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,311,070 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,108,313 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,108,313 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $103,419,383 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE'S COLLECTION CONSISTS OF ARTWORK, RARE BOOKS, AND OTHER OBJECTS. THE COLLECTION IS HELD FOR EDUCATION, RESEARCH, AND PUBLIC EXHIBITION AND IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. |
| PART V, LINE 4: | TO SUPPORT EDUCATIONAL PROGRAMS IN ACCORDANCE WITH THE DONOR DESIGNATIONS. |
| PART X, LINE 2: | THE COLLEGE FOLLOWS THE FASB GUIDANCE THAT REQUIRES A TAX POSITION TO BE RECOGNIZED BASED ON A "MORE LIKELY THAN NOT" TO BE SUSTAINED UPON EXAMINATION THRESHOLD. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -6,616. INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -238,677. STUDENT EDUCATIONAL GRANTS NETTED AGAINST REVENUE ON FINANCIALS -45,869,636. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -62,196. FUNDRAISING EXPENSES -24,880. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 62,196. FUNDRAISING EXPENSES 24,880. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -3,232,888. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 238,677. STUDENT EDUCATIONAL GRANTS NETTED AGAINST REVENUE ON FINANCIALS 45,869,636. |
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 POLICY IS INCLUDED ON THE COLLEGE'S CATALOG, WEBSITE, PUBLICATIONS, ETC. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION. THESE GRANTS INCLUDE SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, COLLEGE WORK-STUDY FUNDING, AND PELL GRANTS. THE COLLEGE ALSO RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA. FOR FISCAL YEAR 2021, THE COLLEGE ALSO RECEIVED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) AND CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRSA) MONEY THROUGH THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $332,008 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $332,008 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $332,008 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 5: | THE COLLEGE'S INVESTMENTS DID NOT MEET THE FILING THRESHOLD FOR COMPLETING FORM 8865 DURING TAX YEAR 2020. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LVEP GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $40,896 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,917 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,979 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,719 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,880 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $380 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $606 | OtherDirectExpensesEvent1Amt |
| Event2 | LVC GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $20,695 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,569 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,126 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $400 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,650 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,200 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,720 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $156 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,945 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $20,776 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,169 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $624 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,054 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $648 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $843 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $91,536 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,262 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,274 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $400 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,993 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,134 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,748 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,605 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,880 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$606 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNVILLE TOWNSHIP | ||||||||||
| 36 NORTH LANCASTER STREET | ANNVILLE | PA | 17003 | 236003026 | N/A | $30,000 | $0 | N/A | N/A | UNRESTRICTED CONTRIBUTION TO SUPPORT THE TOWNSHIP |
| ANNVILLE-CLEONA SCHOOL DISTRICT | ||||||||||
| 520 SOUTH WHITE OAK STREET | ANNVILLE | PA | 17003 | 231602952 | N/A | $23,000 | $0 | N/A | N/A | UNRESTRICTED CONTRIBUTION TO SUPPORT THE SCHOOL DISTRICT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| LVC GRANTS & SCHOLARSHIPS | 1623 | $45,591,062 | $0 | N/A | N/A |
| PELL GRANTS | 369 | $1,670,554 | $0 | N/A | N/A |
| HEERF CRRSSA STUDENT AID | 825 | $721,470 | $0 | N/A | N/A |
| HEERF CARES STUDENT AID | 841 | $333,774 | $0 | N/A | N/A |
| STUDENT AWARDS | 139 | $324,294 | $0 | N/A | N/A |
| SEOG GRANTS | 74 | $278,574 | $0 | N/A | N/A |
| TEACH GRANTS | 8 | $28,251 | $0 | N/A | N/A |
| FACULTY ACADEMIC GRANTS | 38 | $23,385 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL STUDENTS APPLYING FOR FEDERAL FUNDS ARE REQUIRED TO SUBMIT THE FREE APPLICATION FOR FEDERAL STUDENT AID ("FAFSA"). THE FINANCIAL AID OFFICE REVIEWS THE RESULTS OF THE FAFSA, WHICH DICTATES WHAT AND HOW MUCH FEDERAL FUNDING THE INDIVIDUAL STUDENT IS ELIGIBLE FOR. IF THE STUDENT IS DETERMINED TO BE IN COMPLIANCE WITH ALL FEDERAL REGULATIONS, AS DETERMINED BY THE DEPT. OF ED., THE FINANCIAL AID OFFICE AWARDS THE STUDENT THE APPROPRIATE FUNDING. STUDENT FILES REGARDING ELIGIBILITY ARE MAINTAINED BY THE FINANCIAL AID OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEWIS E THAYNE | ||||||||||||||
| FORMER PRESIDENT (UNTIL 5/20) | $219,353 | $0 | $0 | $0 | $185,000 | $0 | $25,650 | $0 | $20,251 | $0 | $450,254 | $0 | $0 | $0 |
| SHAWN P CURTIN | ||||||||||||||
| TREASURER/VP FINANCE | $223,256 | $0 | $0 | $0 | $0 | $0 | $20,970 | $0 | $15,427 | $0 | $259,653 | $0 | $0 | $0 |
| MONICA COWART | ||||||||||||||
| PROVOST/VP ACADEMIC AFFAIRS | $219,692 | $0 | $0 | $0 | $0 | $0 | $19,800 | $0 | $15,709 | $0 | $255,201 | $0 | $0 | $0 |
| JAMES MACLAREN | ||||||||||||||
| PRESIDENT | $208,145 | $0 | $0 | $0 | $0 | $0 | $17,850 | $0 | $12,241 | $0 | $238,236 | $0 | $0 | $0 |
| EDWIN WRIGHT | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $191,251 | $0 | $0 | $0 | $0 | $0 | $18,000 | $0 | $15,354 | $0 | $224,605 | $0 | $0 | $0 |
| MATTHEW WEAVER | ||||||||||||||
| SECRETARY/VP ADVANCEMENT | $165,807 | $0 | $0 | $0 | $0 | $0 | $15,150 | $0 | $8,580 | $0 | $189,537 | $0 | $0 | $0 |
| STAN DACKO | ||||||||||||||
| ASSO. PROFESSOR OF PHYSICAL THERAPY | $139,256 | $0 | $0 | $0 | $0 | $0 | $12,695 | $0 | $20,517 | $0 | $172,468 | $0 | $0 | $0 |
| DAVID SHAPIRO | ||||||||||||||
| SR. DIRECTOR OF IT | $145,186 | $0 | $0 | $0 | $0 | $0 | $11,739 | $0 | $15,199 | $0 | $172,124 | $0 | $0 | $0 |
| SUSAN TAMMARO | ||||||||||||||
| ASSOCIATE PROVOST | $139,181 | $0 | $0 | $0 | $0 | $0 | $12,150 | $0 | $5,620 | $0 | $156,951 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FROM THE EMPLOYMENT AGREEMENT BETWEEN LEBANON VALLEY COLLEGE AND THE PRESIDENT - "THE COLLEGE SHALL PAY OR REIMBURSE THE EXECUTIVE FOR ALL REASONABLE BUSINESS EXPENSES INCURRED BY THE EXECUTIVE (AND HIS SPOUSE WHERE THERE IS A LEGITIMATE BUSINESS REASON FOR HIS SPOUSE TO ACCOMPANY HIM) IN CONNECTION WITH THE PERFORMANCE OF HIS DUTIES AND OBLIGATIONS UNDER THIS AGREEMENT. SUCH PAYMENTS SHALL INCLUDE REASONABLE REIMBURSEMENTS FOR TICKETS, SUBSCRIPTIONS, ETC. FOR THE EXECUTIVE AND HIS SPOUSE TO WORK-RELATED FUND RAISING EVENTS IN THE COMMUNITY. THESE EXPENDITURES SHALL BE SUBJECT TO THE REVIEW AND APPROVAL OF THE CHAIR OF THE BOARD." THERE WERE NO SUCH BUSINESS EXPENSE REIMBURSEMENTS OR EXPENDITURES DURING THE YEAR. IN ADDITION, THE PRESIDENT LIVES IN A COLLEGE OWNED HOUSE, WHICH IS ON CAMPUS. THE HOUSING IS NOT CONSIDERED A TAXABLE BENEFIT TO THE PRESIDENT. |
| PART I, LINE 4A | THE FORMER PRESIDENT, LEWIS E. THAYNE, RECEIVED SEVERANCE PAYMENT DURING THE CALENDAR YEAR 2020. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNVILLE TOWNSHIP AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 236003026 | BondIssuerEIN |
| Bond Issued | 2019-12-13 | BondIssuedDt |
| Issue Price | $40,935,000 | IssuePriceAmt |
| Purpose | REFINANCE PRIOR BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $942,735 | RetiredAmt |
| Total Proceeds | $40,935,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $212,181 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $40,722,819 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $64,000 | CashGrantAmt |
| Type Of Assistance | STUDENT-AID | TypeOfAssistanceTxt |
| Assistance Purpose | SCHOLARSHIP | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $298,798 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN SHARE PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE COLLEGE OUTSOURCED ITS FOOD SERVICE TO METZ. THE COLLEGE ALSO OUTSOURCED ITS BOOKSTORE OPERATIONS TO BARNES AND NOBLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER COMPLETION AND REVIEW BY MANAGEMENT, THE AUDIT COMMITTEE OF THE BOARD REVIEWED THE COMPLETE 990 IN DETAIL DURING THE MARCH AUDIT COMMITTEE MEETING. A FULL COPY OF THE 990 WAS POSTED ON THE COLLEGE'S PORTAL FOR THE FULL BOARD'S REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. IN THE CASE OF THE BOARD AND SENIOR STAFF, INCLUDING THE PRESIDENT, THE GOVERNANCE COMMITTEE DEVELOPED A FORM WHICH IS SCHEDULED TO BE COMPLETED ANNUALLY. LANGUAGE ON THE FORMS WAS MODIFIED IN 2010 TO BETTER REFLECT IRS FORM 990 DEFINITIONS / REQUIREMENTS. COMPLETED TRUSTEE FORMS ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND MEMBERS OF THE GOVERNANCE COMMITTEE. MEMBERS OF THE GOVERNANCE COMMITTEE NOTE ANY RESPONSES THAT REQUIRE ATTENTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT AND VICE PRESIDENTS IS REVIEWED ANNUALLY BY THE COMPENSATION SUBCOMMITTEE OF THE BOARD TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. EXTERNAL BENCHMARK DATA FROM CUPA-HR IS SHARED AS A PART OF THIS REVIEW. THE COMPENSATION SUBCOMMITTEE MAKES THE DETERMINATION AND THE PROCESS IS NOTED IN MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT 101 NORTH COLLEGE AVENUE UPON REQUEST. |
| FORM 990, PART VI, LINE 1: | THE EXECUTIVE COMMITTEE IS COMPRISED OF OFFICERS OF THE BOARD, CHAIRS OF STANDING COMMITTEES, AND UP TO FOUR ADDITIONAL TRUSTEES AS APPOINTED BY THE CHAIR OF THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE VOTING MEMBERS OF THE BOARD OF TRUSTEES. THE BYLAWS OF THE BOARD OF TRUSTEES STIPULATE THAT THE EXECUTIVE COMMITTEE HAS, AND MAY EXERCISE ALL POWERS OF THE BOARD OF TRUSTEES IN THE TRANSACTION OF THE BUSINESS OF THE COLLEGE BETWEEN MEETINGS OF THE BOARD. UNLESS SPECIFICALLY EMPOWERED BY THE BOARD, THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, AWARD DEGREES, ALTER BYLAWS, LOCATE PERMANENT BUILDINGS IN TAX-EXEMPT PROPERTY HELD FOR COLLEGE PURPOSES, PURCHASE OR SELL, MORTGAGE OR LEASE OR OTHERWISE ACQUIRE OR DISPOSE OF REAL PROPERTY, REMOVE OR APPOINT THE PRESIDENT OF THE COLLEGE, ADOPT THE ANNUAL BUDGET, ELECT TRUSTEES OR BOARD OFFICERS, OR TAKE ANY OTHER ACTION THAT HAS BEEN RESERVED BY OR FOR THE BOARD. |
| FORM 990, PART VII, SECTION A: | THE FOLLOWING TRUSTEES ARE ALSO ON THE FACULTY OF LEBANON VALLEY COLLEGE WORKING EITHER FULLTIME, AS PART-TIME ADJUNCT PROFESSOR., OR STUDENT EMPLOYEES WORKING DURING THE ACADEMIC YEAR. COMPENSATION REPORTED ON PART VII RELATES TO THEIR EMPLOYMENT POSITIONS: - SETH MENDELSOHN - CHRISTOPHER DOLAN - KENNETH YARNALL - CHRISTOPHER J. HEFFNER - GIGI MOSTAFA - BRANDON N. KEMMERY |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -6,616. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 3,232,888. |
| FORM 990, PART VI, LINE 14: | SEPARATE RETENTION POLICIES ARE MAINTAINED AT THE DEPARTMENT/DIVISIONAL LEVELS. IT IS THE COLLEGE'S GOAL TO CONSOLIDATE THESE POLICIES AND DEVELOP AN INSTITUTIONAL WIDE RETENTION POLICY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| VALE LLC | |||||||||
| 101 NORTH COLLEGE AVENUE | ANNVILLE | PA | 170030501 | 463835416 | MUSIC PRODUCTION | PA | -$219 | $757 | LEBANON VALLEY COLLEGE |
| LEBANON VALLEY COLLEGE PHYSICAL THERAPY & SPORTS REHAB CLINIC | |||||||||
| 101 NORTH COLLEGE AVENUE | ANNVILLE | PA | 170030501 | 464917810 | PHYSICAL THERAPY AND SPORTS REHABILIATION | PA | $0 | $6,450 | LEBANON VALLEY COLLEGE |
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