AMERICAN COLLEGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COLLEGE (EIN 23-1352008)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202023149349303442
- Schema version
- 2019v5.1
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T15:00:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The American College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6105261000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 Allendale Road No 400 | AddressLine1Txt |
| City | King of Prussia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Montgomery | PersonNm |
| Person Title | Chief Financial & Risk Officer | PersonTitleTxt |
| Phone | 6105261518 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.216.77.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 15:59:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C0078D5970B84EE7AAD63DBA4E5A804BE879687B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0078D5970B84EE7AAD63DBA4E5A804BE879687B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The American College of Financial Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | George Nichols III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 Allendale Road No 400 | AddressLine1Txt |
| City | King of Prussia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,093,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theamericancollege.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1927 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The mission of The American College of Financial Services is to raise the level of professionalism in financial services by promoting ongoing education, ethical practices, and the pursuit of new knowledge for the benefit of society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 209 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,983,302 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,983,371 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,650,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,520,091 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,358,502 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,018,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,885,812 | PYOtherRevenueAmt |
| CY Other Revenue | $4,640,156 | CYOtherRevenueAmt |
| PY Total Revenue | $25,877,792 | PYTotalRevenueAmt |
| CY Total Revenue | $29,162,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $417,210 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $529,095 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,720,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,630,534 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $230,903 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,738,509 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,814,766 | PYOtherExpensesAmt |
| CY Other Expenses | $15,289,211 | CYOtherExpensesAmt |
| PY Total Expenses | $39,183,853 | PYTotalExpensesAmt |
| CY Total Expenses | $36,448,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,306,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,286,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,353,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,656,917 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,110,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,415,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,242,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,240,979 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of The American College of Financial Services is to provide applied financial knowledge and education, promote life-long learning, and advocate for ethical standards for the benefit of society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,988,175 | ExpenseAmt |
| Grant | $357,675 | GrantAmt |
| Revenue | $17,380,470 | RevenueAmt |
| Desc | The Huebner School administers the curriculum leading to the CLU, ChFC, RICP, CLF, ChSNC, and WMCP professional designations. It also provides the educational content needed to obtain the CFP professional designation. There are approximately 13,000 students enrolled in these programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $844,433 | ExpenseAmt |
| Grant | $12,540 | GrantAmt |
| Revenue | $562,976 | RevenueAmt |
| Desc | The FSCP Program administers the curriculum leading to the FSCP professional designation. There are approximately 1,000 students enrolled in this program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,872,213 | ExpenseAmt |
| Grant | $158,880 | GrantAmt |
| Revenue | $2,576,645 | RevenueAmt |
| Desc | The Irwin Graduate School administers the curriculum leading to the Master of Science in Management, the Master of Science in Financial Services, the Chartered Advisor in Philanthropy (CAP) designation, and the Doctoral Program in Financial and Retirement Planning. There are approximately 800 students enrolled in these programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,704,821 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 209 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John G Wells | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105261510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 Allendale Road Suite 400 | AddressLine1Txt |
| City | King of Prussia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| George Nichols | ||||||||||
| President & CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $708,405 | $0 | $12,575 | |||
| Todd M Schoon | ||||||||||
| Executive Vice President | 40.00 | Yes (X) | Yes (X) | $325,000 | $0 | $0 | ||||
| Yi Tang term 520 | ||||||||||
| CFRO | 39.00 | 1.00 | Yes (X) | $276,569 | $0 | $32,936 | ||||
| Edward McEvoy | ||||||||||
| Chief Technology Officer | 40.00 | $280,516 | $0 | $20,275 | Yes (X) | |||||
| Deborah Glenn | ||||||||||
| Chief HR Officer | 40.00 | $277,383 | $0 | $21,426 | Yes (X) | |||||
| Michael Finke | ||||||||||
| Professor & Frank M. Engle Chair | 40.00 | $275,541 | $0 | $21,580 | Yes (X) | |||||
| Larry Patrizi | ||||||||||
| EVP and Provost | 40.00 | $261,904 | $0 | $13,620 | Yes (X) | |||||
| Stephen Grourke | ||||||||||
| Chief Advancement Officer | 39.00 | 1.00 | $245,368 | $0 | $27,173 | Yes (X) | ||||
| Charles Cronin | ||||||||||
| Vice President, Advancement | 40.00 | $242,492 | $0 | $18,222 | Yes (X) | |||||
| Wade Pfau | ||||||||||
| Professor of Retirement Income | 40.00 | $211,452 | $0 | $33,098 | Yes (X) | |||||
| Phillip Cubeta | ||||||||||
| Asst Prof, Philanthropy | 40.00 | $221,283 | $0 | $18,101 | Yes (X) | |||||
| Kevin Lynch | ||||||||||
| Academic Instructor | 40.00 | $209,523 | $0 | $19,218 | Yes (X) | |||||
| Mark Montgomery | ||||||||||
| Deputy CFRO | 39.00 | 1.00 | $195,044 | $0 | $31,812 | Yes (X) | ||||
| Gerald Herbison | ||||||||||
| Assistant Professor & Director, CLF Program | 40.00 | $202,648 | $0 | $23,957 | Yes (X) | |||||
| Sophia Duffy | ||||||||||
| Assistant Vice President & Director of Complia | 40.00 | $192,388 | $0 | $30,178 | Yes (X) | |||||
| Bryan Johnson | ||||||||||
| VP Organ Effectiveness | 40.00 | $186,737 | $0 | $29,514 | Yes (X) | |||||
| James Katsaounis | ||||||||||
| Chief Marketing Officer | 40.00 | $189,675 | $0 | $16,237 | Yes (X) | |||||
| David Eurich | ||||||||||
| VP, Product Innovation | 40.00 | $190,712 | $0 | $9,023 | Yes (X) | |||||
| Walter Woerheide | ||||||||||
| Former Academic Dean | 0.00 | $106,932 | $0 | $610 | Yes (X) | |||||
| Andrew G Aiello | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| David M Anderson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Daralee S Barbera | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Scott L Berlin | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Christopher O Blunt | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Andrew J Bucklee | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Ron Carson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Anurag Chandra | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| George I Connolly | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Patrick Corey | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| J Scott Davison | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Edward G Deutschlander | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Anthony J Domino | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Matt Foran | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| R David Fritz | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Timothy J Gerend | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Randall H Harbert | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Salene Hitchcock-Gear | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| John M Howard | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gary T Huffman | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Fred H Jonske | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Kevin M Kimbrough | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Paul A LaPiana | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| James J Meehan | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Knut A Olson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robdert B Plybon | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Ron L Ransom | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| J Greg Reber | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| M Michael Rooney | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Aaron Seurkamp | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Kurt Shallow | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robert D Shapiro | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Clara Shih | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Frederick J Sievert | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Jon S Stenberg | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Scott Stolz | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Wesley V Thompson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Thomas P Tooley | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Leo C Tucker | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Steven J Valerius | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Michael J Vietri | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Mary A Weiss | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robert J Wernecke | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Doyle J Williams | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,799,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,555 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | 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 |
|---|---|---|---|---|---|
| idfive LLP | |||||
| 31 Mosher St 3rd Floor | Baltimore | MD | 21217 | Marketing and Retention Consulting | $946,685 |
| Dechert LLP | |||||
| Cira Centre 2929 Arch Street | Philadelphia | PA | 191042808 | Legal Services | $266,075 |
| Thomas M Brinker | |||||
| 187 Willits Way | Glen Mills | PA | 19342 | Academic Center Director, Course Instruc | $231,103 |
| Sloan & Company LLC | |||||
| 1150 18th Street NW Suite 800 | Washington | DC | 20036 | Public Relations Consulting | $203,718 |
| The Regis Company LLC | |||||
| 600 12th Street Ste 150 | Golden | CO | 80401 | Course Design Services | $163,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $385,750 | FundraisingAmt |
| All Other Contributions | $2,597,621 | AllOtherContributionsAmt |
| Noncash Contributions | $230,724 | NoncashContributionsAmt |
| Total Contributions | $2,983,371 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Solomon S. Huebner Sch | 611310 | $17,380,470 | $17,380,470 |
| Richard D. Irwin Gradu | 611310 | $2,576,645 | $2,576,645 |
| FSCP | 611310 | $562,976 | $562,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,520,091 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,511 | TotalRevenueColumnAmt |
| Exclusion | $511,511 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,329 | TotalRevenueColumnAmt |
| Exclusion | $188,329 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $806,304 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $806,304 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $806,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $806,304 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,271,445 | SecuritiesAmt |
| Other | $49,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,813,811 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $457,634 | SecuritiesAmt |
| Other | $49,800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $507,434 | TotalRevenueColumnAmt |
| Exclusion | $507,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $385,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,928 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$102,928 | TotalRevenueColumnAmt |
| Exclusion | -$102,928 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Professional Recertifi | 611310 | $2,808,075 | $2,808,075 |
| Event Registrations | 611310 | $619,906 | $619,906 |
| Institutional book sal | 611310 | $79,944 | $79,944 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,526 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,748,451 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,162,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,074,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,104,346 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,095 | TotalAmt |
| Program Services | $529,095 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,364,095 | TotalAmt |
| Program Services | $1,376,512 | ProgramServicesAmt |
| Management And General | $1,733,735 | ManagementAndGeneralAmt |
| Fundraising | $253,848 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,158,728 | TotalAmt |
| Program Services | $9,740,516 | ProgramServicesAmt |
| Management And General | $2,556,574 | ManagementAndGeneralAmt |
| Fundraising | $861,638 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,919 | TotalAmt |
| Management And General | $876,919 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,326 | TotalAmt |
| Program Services | $2,817,558 | ProgramServicesAmt |
| Management And General | -$904,114 | ManagementAndGeneralAmt |
| Fundraising | $287,882 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,466 | TotalAmt |
| Management And General | $1,029,466 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,124 | TotalAmt |
| Program Services | $162,794 | ProgramServicesAmt |
| Management And General | $252,300 | ManagementAndGeneralAmt |
| Fundraising | $1,030 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,247 | TotalAmt |
| Management And General | $92,247 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,817,476 | TotalAmt |
| Program Services | $2,336,897 | ProgramServicesAmt |
| Management And General | $372,140 | ManagementAndGeneralAmt |
| Fundraising | $108,439 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,028 | TotalAmt |
| Program Services | $1,302,331 | ProgramServicesAmt |
| Management And General | $25,719 | ManagementAndGeneralAmt |
| Fundraising | $23,978 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,209,731 | TotalAmt |
| Program Services | $1,449,493 | ProgramServicesAmt |
| Management And General | $656,605 | ManagementAndGeneralAmt |
| Fundraising | $103,633 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,378 | TotalAmt |
| Program Services | $69,913 | ProgramServicesAmt |
| Management And General | $694,465 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,904 | TotalAmt |
| Program Services | $476,928 | ProgramServicesAmt |
| Management And General | $129,651 | ManagementAndGeneralAmt |
| Fundraising | $49,325 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471,925 | TotalAmt |
| Program Services | $1,420,320 | ProgramServicesAmt |
| Management And General | $511,253 | ManagementAndGeneralAmt |
| Fundraising | $540,352 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,846 | TotalAmt |
| Program Services | $297,879 | ProgramServicesAmt |
| Management And General | $1,304,630 | ManagementAndGeneralAmt |
| Fundraising | $29,337 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,042 | TotalAmt |
| Program Services | $485 | ProgramServicesAmt |
| Management And General | $225,468 | ManagementAndGeneralAmt |
| Fundraising | $244,089 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Plant Operations | $988,287 | $6,882 | $981,405 | $0 |
| Bank Service Charges | $410,050 | $1,166 | $408,624 | $260 |
| Curriculum Development | $406,827 | $388,640 | $18,187 | |
| Other General Administr | $181,333 | $23,169 | $153,597 | $4,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,013 | TotalAmt |
| Program Services | $304,243 | ProgramServicesAmt |
| Management And General | -$95,174 | ManagementAndGeneralAmt |
| Fundraising | $211,944 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,448,840 | TotalAmt |
| Program Services | $22,704,821 | ProgramServicesAmt |
| Management And General | $11,005,510 | ManagementAndGeneralAmt |
| Fundraising | $2,738,509 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,465,318 | BOYAmt |
| EOY | $9,659,696 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,832,011 | BOYAmt |
| EOY | $3,878,353 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,880 | BOYAmt |
| EOY | $1,431,961 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,213 | BOYAmt |
| EOY | $110,382 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,680 | BOYAmt |
| EOY | $1,107,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,570,722 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,865,215 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,775,252 | BOYAmt |
| EOY | $28,705,507 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,938 | BOYAmt |
| EOY | $9,378,858 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,440,860 | BOYAmt |
| EOY | $7,648,647 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,154,063 | BOYAmt |
| EOY | $2,735,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,353,215 | BOYAmt |
| EOY | $64,656,917 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641,667 | BOYAmt |
| EOY | $5,982,840 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102,661 | BOYAmt |
| EOY | $3,293,143 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,366,557 | BOYAmt |
| EOY | $16,139,955 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,110,885 | BOYAmt |
| EOY | $25,415,938 | 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 | $16,872,486 | BOYAmt |
| EOY | $23,402,270 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,369,844 | BOYAmt |
| EOY | $15,838,709 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,242,330 | BOYAmt |
| EOY | $39,240,979 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,353,215 | BOYAmt |
| EOY | $64,656,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,286,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,827,071 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$8,888 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $12,466,743 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,565,768 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,565,768 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,000,000 | CurrentYearMinus1Amt |
| Current Year | $10,000,000 | CurrentYearAmt |
| Total | $40,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $60,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $121,500 | RevenuesIncludedAmt |
| Assets Included | $121,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,983,467 | BeginningYearBalanceAmt |
| Contributions | $475,259 | ContributionsAmt |
| Investment Earnings Or Losses | $6,354,378 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,731,646 | OtherExpendituresAmt |
| End Year Balance | $54,081,458 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,079,599 | BeginningYearBalanceAmt |
| Contributions | $537,360 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,830,427 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,803,065 | OtherExpendituresAmt |
| End Year Balance | $60,983,467 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,416,853 | BeginningYearBalanceAmt |
| Contributions | $1,706,221 | ContributionsAmt |
| Investment Earnings Or Losses | $7,943,519 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,986,994 | OtherExpendituresAmt |
| End Year Balance | $68,079,599 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,847,567 | BeginningYearBalanceAmt |
| Contributions | $2,580,444 | ContributionsAmt |
| Investment Earnings Or Losses | $3,460,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,471,809 | OtherExpendituresAmt |
| End Year Balance | $63,416,853 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,954,618 | BeginningYearBalanceAmt |
| Contributions | $8,759,660 | ContributionsAmt |
| Investment Earnings Or Losses | -$837,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,029,030 | OtherExpendituresAmt |
| End Year Balance | $58,847,567 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,976,047 | OtherCostOrOtherBasisAmt |
| Book Value | $7,976,047 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,879,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $893,909 | DepreciationAmt |
| Book Value | $15,985,896 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,418,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $272,044 | DepreciationAmt |
| Book Value | $2,146,582 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,609,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,904,810 | DepreciationAmt |
| Book Value | $1,704,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,686,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $794,452 | DepreciationAmt |
| Book Value | $892,275 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,705,507 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| University City Science Center Stock | $1,000 | F |
| Vanguard Total Bond Market Fund | $3,990,113 | F |
| Vanguard Total Stock Mkt Fund | $3,657,534 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,648,647 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension costs | $2,257,604 |
| Loan Payable to the American College Foundation (23-3015130) | $13,838,153 |
| Other liabilities | $44,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,139,955 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,593,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,818,183 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $545,997 | OtherRevenueAmt |
| Revenue Not Reported | $2,364,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,229,691 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$67,128 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$67,128 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,162,563 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,565,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $116,928 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $116,928 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,448,840 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,448,840 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The Circular Corners Statue is prominenly displayed and enhances the visual footprint of the building. The Huebner Tea Set was used by the College's founder and was contributed by his family. It is displayed in the College's Executive Suite. |
| Part V, Line 4: | Endowment funds are solicited and managed by The American College Foundation - EIN 23-3015130 - in support of the mission of The American College subject to donor/fund restrictions. |
| Part X, Line 2: | The Internal Revenue Service has classified The American College and the Foundation as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code ("Code"); as organizations, contributions to which are deductable under Section 170(c) of the Code; and as organizations that are not private foundations as defined in Section 509(a) of the Code. U.S. GAAP requires management to evaluate tax positions taken and recognize a tax liability, if the College has taken an uncertain tax position that more likely than not would not be sustained upon examination by a government authority. Management has analyzed the tax position taken by the College and has concluded that as of December 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The College recognizes accrued interest and penalties associated with uncertain tax positions, if any. There were no income tax related interest and penalties recorded for either of the years ended December 31, 2019 or 2018. |
| Part XI, Line 2d - Other Adjustments: | Transfers from The American College Foundation - EIN 23-3015130 573559. Net decrease in life insurance cash surrender value -27564. Rounding 2. |
| Part XI, Line 4b - Other Adjustments: | Expenses from Clambake fundraising event -116928. Gain on sale of Fixed Assets 49800. |
| Part XII, Line 2d - Other Adjustments: | Expenses from Veteran's Center Clambake event 116928. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 0 | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | 0 | 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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 4 | FormAndLineReferenceDesc |
| Explanation | The American College requests but does not require ethnic or gender information from students who are matriculating or enrolling for courses at the graduate or designation level. The American College requests but does not require ethnic or gender information from students who are applying for scholarships to its graduate or designation programs. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Veteran's Center Clambake | Event1Nm |
| Gross Receipts Event1 | $399,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $385,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $85,511 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $25,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,417 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $399,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $385,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $85,511 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $25,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,417 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $116,928 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$102,928 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition assistance | GrantTypeTxt |
| Recipient | 260 | RecipientCnt |
| Cash Grant | $529,095 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The College monitors activity of students to whom it provides tuition assistance. Those with no course activity for eight months after the award are notified and a process is initiated that can lead to removal of the tuition assistance. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| George Nichols | ||||||||||||||
| President & CEO | $640,714 | $0 | $47,500 | $0 | $20,191 | $0 | $10,688 | $0 | $1,887 | $0 | $720,980 | $0 | $0 | $0 |
| Todd M Schoon | ||||||||||||||
| Executive Vice President | $225,000 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $325,000 | $0 | $0 | $0 |
| Yi Tang term 520 | ||||||||||||||
| CFRO | $231,189 | $0 | $35,000 | $0 | $10,380 | $0 | $11,531 | $0 | $21,405 | $0 | $309,505 | $0 | $0 | $0 |
| Edward McEvoy | ||||||||||||||
| Chief Technology Officer | $231,179 | $0 | $35,000 | $0 | $14,337 | $0 | $18,449 | $0 | $1,826 | $0 | $300,791 | $0 | $0 | $0 |
| Deborah Glenn | ||||||||||||||
| Chief HR Officer | $231,181 | $0 | $35,000 | $0 | $11,202 | $0 | $12,066 | $0 | $9,360 | $0 | $298,809 | $0 | $0 | $0 |
| Michael Finke | ||||||||||||||
| Professor & Frank M. Engle Chair | $265,624 | $0 | $0 | $0 | $9,917 | $0 | $13,250 | $0 | $8,330 | $0 | $297,121 | $0 | $0 | $0 |
| Larry Patrizi | ||||||||||||||
| EVP and Provost | $251,146 | $0 | $0 | $0 | $10,758 | $0 | $8,777 | $0 | $4,843 | $0 | $275,524 | $0 | $0 | $0 |
| Stephen Grourke | ||||||||||||||
| Chief Advancement Officer | $213,867 | $0 | $0 | $0 | $31,501 | $0 | $10,673 | $0 | $16,500 | $0 | $272,541 | $0 | $0 | $0 |
| Charles Cronin | ||||||||||||||
| Vice President, Advancement | $205,568 | $0 | $15,000 | $0 | $21,924 | $0 | $16,400 | $0 | $1,822 | $0 | $260,714 | $0 | $0 | $0 |
| Wade Pfau | ||||||||||||||
| Professor of Retirement Income | $200,390 | $0 | $0 | $0 | $11,062 | $0 | $12,989 | $0 | $20,109 | $0 | $244,550 | $0 | $0 | $0 |
| Phillip Cubeta | ||||||||||||||
| Asst Prof, Philanthropy | $204,064 | $0 | $0 | $0 | $17,219 | $0 | $16,280 | $0 | $1,821 | $0 | $239,384 | $0 | $0 | $0 |
| Kevin Lynch | ||||||||||||||
| Academic Instructor | $58,172 | $0 | $0 | $0 | $151,351 | $0 | $4,631 | $0 | $14,587 | $0 | $228,741 | $0 | $0 | $0 |
| Mark Montgomery | ||||||||||||||
| Deputy CFRO | $185,798 | $0 | $20,000 | $0 | -$10,754 | $0 | $9,264 | $0 | $22,548 | $0 | $226,856 | $0 | $0 | $0 |
| Gerald Herbison | ||||||||||||||
| Assistant Professor & Director, CLF | $139,883 | $0 | $0 | $0 | $62,765 | $0 | $2,789 | $0 | $21,168 | $0 | $226,605 | $0 | $0 | $0 |
| Sophia Duffy | ||||||||||||||
| Assistant Vice President & Director | $165,527 | $0 | $15,000 | $0 | $11,861 | $0 | $10,725 | $0 | $19,453 | $0 | $222,566 | $0 | $0 | $0 |
| Bryan Johnson | ||||||||||||||
| VP Organ Effectiveness | $172,526 | $0 | $10,000 | $0 | $4,211 | $0 | $13,760 | $0 | $15,754 | $0 | $216,251 | $0 | $0 | $0 |
| James Katsaounis | ||||||||||||||
| Chief Marketing Officer | $178,775 | $0 | $15,000 | $0 | -$4,100 | $0 | $8,913 | $0 | $7,324 | $0 | $205,912 | $0 | $0 | $0 |
| David Eurich | ||||||||||||||
| VP, Product Innovation | $170,536 | $0 | $10,000 | $0 | $10,176 | $0 | $8,500 | $0 | $523 | $0 | $199,735 | $0 | $0 | $0 |
| Walter Woerheide | ||||||||||||||
| Former Academic Dean | $10,445 | $0 | $0 | $0 | $96,487 | $0 | $0 | $0 | $610 | $0 | $107,542 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Executive Committee of the Board has authorized the President to travel first class air on trips over four hours. |
| Part I, Line 3 | The College's Compensation Committee, composed of Board members, determines the base compensation and annual incentive award of the President & CEO. They also review and approve the President & CEO's recommendations for other members of the College's leadership team. The award amounts are tied to individual performance and based on a qualitative evaluation of the accomplishment of goals that are determined at the beginning of the year. |
| Part I, Line 4b | Jack Hondros, former Chief Marketing Officer received a payout from his 457b plan of $2,700. Walter Woerheide, former Academic Dean, received compensation including base salary of $10,444.61 and a payout from his 457b plan of $$96,487.29. Because some of these amounts are below the dollar threshold, these former employees may not appear in the detail schedules. |
| Part I, Line 5 | In 2019 The College implemented short and long term incentive plans for top level executives. The Short Term Incentive Plan (STIP) is offered to The College's Leadership Advisory Council with annual payouts based on the achievement of enterprise-wide goals and objectives. The first payout was made in February 2020 for the 2019 calendar year. The Long Term Incentive Plan (LTIP) is offered to The College's Executive Leadership Team and is designed to retain and reward key executives based on the achievement of The College's long-term strategic objectives. There are two scheduled payouts - February 2024 and the second for February 2028 coinciding with The College's 100 year anniversary. |
| Part I, Line 6 | In 2019 The College implemented short and long term incentive plans for top level executives. The Short Term Incentive Plan (STIP) is offered to The College's Leadership Advisory Council with annual payouts based on the achievement of enterprise-wide goals and objectives. The first payout was made in February 2020 for the 2019 calendar year. The Long Term Incentive Plan (LTIP) is offered to The College's Executive Leadership Team and is designed to retain and reward key executives based on the achievement of The College's long-term strategic objectives. There are two scheduled payouts - February 2024 and the second for February 2028 coinciding with The College's 100 year anniversary. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lovasco Consulting Group Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Partner is a member of the American College Foundation - EIN 23-3015130 | RelationshipDescriptionTxt |
| Transaction | $54,000 | TransactionAmt |
| Transaction | The firm performs benefits consulting and administrative services. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Independent appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $109,224 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE listing | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Silver Tea Service | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Independent appraisa | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is completed by Finance staff and reviewed by the Chief Finance & Risk Officer for accuracy and completeness. It is then reviewed by the College's independent auditors. Once these steps are completed, it is presented to the College's Audit Committee of the Board of Trustees for their review. This process involves sending the completed Form electronically to the Committee and reviewing the Form during its quarterly meeting prior to filing. |
| Form 990, Part VI, Section B, line 12c | All members of the College's Board of Trustees and all employees are required to complete the conflict of interest form annually. The returned forms are tabulated to ensure 100% response. The results of the Board member's responses are communicated to the Audit and Risk Committee and independent auditors and appropriate action is recommended. The results of the employee responses are communicated to the Chief Financial & Risk Officer and independent auditors and appropriate action is taken. |
| Form 990, Part VI, Section B, line 15 | The College has a relationship with an independent compensation consultant who provides information as requested by the Compensation Committee for deliberation. Annually, the Compensation Committee will approve the compensation of the President & CEO and select leadership staff with input from the independent consultant. The President & CEO will recommend and obtain Board (Compensation Committee) approval for the compensation for the key employees/disqualified persons. Historically, the data is compared with data provided by the compensation consultant. If there are any concerns, the Committee would contact the compensation consultant. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are made available to the public on an as requested basis. |
| Form 990, Part XI, line 9: | Transfers from The American College Foundation EIN 23-3015130 573559. Increase in minimum pension liability 203310. Decrease in life insurance cash surrender value -27565. Other transfers from The American College Foundation EIN23-3015130 11359878. Adjustment to sync College and Foundation from 2018 loan interest 357561. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The American College Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 Allendale Road Suite 400 | AddressLine1Txt |
| City | King of Prussia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233015130 | EIN |
| Primary Activities | Solicit and manage funds for the benefit of The American College | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The American College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | CCH software outage | ExplanationTxt |