NAZARETH UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NAZARETH UNIVERSITY (EIN 16-0743088)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202031959349301818
- Schema version
- 2018v3.2
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T09:56:06-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZARETH COLLEGE OF ROCHESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAZA | BusinessNameControlTxt |
| Phone | 5853892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK E RICHEY | PersonNm |
| Person Title | VP FOR FINANCE & ADMINISTRATIO | PersonTitleTxt |
| Phone | 5853892525 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD LEICHT | PreparerPersonNm |
| PTIN | P01378913 | PTIN |
| Phone | 5853811000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.157.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 15:25:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 108987B0371C50AFB6CAF41A2882EB3BC14377D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAAN BRAVEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,214,567 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAZ.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NAZARETH COLLEGE OF ROCHESTER IS A COEDUCATIONAL, INDEPENDENT COLLEGE THAT CHALLENGES STUDENTS TO RISE TO THEIR POTENTIAL WITH A LIBERAL ARTS AND SCIENCES FOUNDATION, PROFESSIONAL PROGRAMS, EXPERIENTIAL LEARNING, AND INNOVATIVE CURRICULUM THAT ADDRESSES THE CURRENT AND EMERGING NEEDS OF THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2433 | TotalEmployeeCnt |
| Total Volunteers | 635 | TotalVolunteersCnt |
| Total Gross UBI | $112,511 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $44,149 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,215,785 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,188,336 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $107,753,079 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,525,659 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,040,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,243,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,004,354 | PYOtherRevenueAmt |
| CY Other Revenue | $943,708 | CYOtherRevenueAmt |
| PY Total Revenue | $122,014,172 | PYTotalRevenueAmt |
| CY Total Revenue | $124,900,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,527,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,979,720 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,630,200 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,232,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $163,097 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $124,079 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,582,656 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,813,585 | PYOtherExpensesAmt |
| CY Other Expenses | $39,814,739 | CYOtherExpensesAmt |
| PY Total Expenses | $114,134,653 | PYTotalExpensesAmt |
| CY Total Expenses | $122,151,021 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,879,519 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,749,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,915,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,164,436 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,091,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,564,205 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $202,823,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $206,600,231 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NAZARETH COLLEGE IS TO PROVIDE A LEARNING COMMUNITY THAT EDUCATES STUDENTS IN THE LIBERAL ARTS, SCIENCES, VISUAL AND PERFORMING ARTS, AND PROFESSIONAL FIELDS, FOSTERING COMMITMENT TO A LIFE INFORMED BY INTELLECTUAL, ETHICAL, SPIRITUAL, AND AESTHETIC VALUES; TO DEVELOP SKILLS NECESSARY FOR THE PURSUIT OF MEANINGFUL CAREERS; AND TO INSPIRE DEDICATION TO THE IDEAL OF SERVICE TO THEIR COMMUNITIES. NAZARETH SEEKS STUDENTS WHO WANT TO MAKE A DIFFERENCE IN THEIR OWN WORLD AND THE WORLD AROUND THEM, AND ENCOURAGES THEM TO DEVELOP THE UNDERSTANDING, COMMITMENT, AND CONFIDENCE TO LEAD FULLY INFORMED AND ACTIVELY ENGAGED LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,770,967 | ExpenseAmt |
| Revenue | $93,766,813 | RevenueAmt |
| Desc | HIGHER EDUCATION INSTRUCTION-REFLECTS EXPENSES DIRECTLY RELATING TO THE DELIVERY OF QUALITY INSTRUCTIONAL PROGRAMS AT THE UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION LEVELS. PROGRAMS OF STUDY ARE DELIVERED THROUGH THE COLLEGE OF ARTS AND SCIENCES, AND SCHOOLS OF EDUCATION, MANAGEMENT AND HEALTH AND HUMAN SERVICES. (2,806 TOTAL STUDENT FTE'S) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,979,720 | ExpenseAmt |
| Grant | $33,979,720 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAMS: SCHOLARSHIPS AND GRANTS-REFLECTS THE COMPETITIVE SCHOLARSHIPS, NEED BASED AID, AND HIGHER EDUCATION OPPORTUNITY GRANTS AWARDED TO STUDENTS IN ORDER TO MAKE THE TOTAL COST OF ATTENDANCE MORE AFFORDABLE. (2,806 TOTAL STUDENT FTE'S) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,644,963 | ExpenseAmt |
| Revenue | $19,262,456 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES-PERTAINS TO THE OPERATIONS OF THE INSTITUTION THAT EXIST TO FURNISH A SERVICE TO STUDENTS, FACULTY, OR STAFF, AND THAT CHARGE A FEE THAT IS DIRECTLY RELATED TO, ALTHOUGH NOT NECESSARILY EQUAL TO, THE COST OF THE SERVICE. AUXILIARY ENTERPRISES ARE MANAGED AS ESSENTIALLY SELF-SUPPORTING ACTIVITIES. EXAMPLES ARE RESIDENCE HALLS, FOOD SERVICES, AND STUDENT HEALTH SERVICES. (2,806 TOTAL STUDENT FTE'S) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,551,336 | ExpenseAmt |
| Revenue | $1,210,007 | RevenueAmt |
| Desc | ALL OTHER PROGRAM EXPENSES, INCLUDES STUDENT SERVICES, ACADEMIC SUPPORT AND ARTS CENTER. STUDENT SERVICES PERTAINS TO OFFICES SERVING STUDENTS INCLUDING REGISTAR, STUDENT DEVELOPMENT, CENTER FOR CIVIC ENGAGEMENT, CENTER FOR LIFE'S WORK, ENROLLMENT MANAGEMENT AND CENTER FOR STUDENT SUCCESS. ATHLETIC EXPENSES ARE ALSO REFLECTED IN THIS CATEGORY. ACADEMIC SUPPORT PERTAINS TO LIBRARY SERVICES, ACADEMIC ADVISEMENT, THE CENTER FOR INTERNATIONAL EDUCATION AND THE OFFICES OF THE DEANS, AMONG OTHERS. THE ARTS CENTER IS A PREMIER PRESENTER OF WORLD-CLASS DANCE, MUSIC, CHILDREN'S AND FAMILY THEATRE, AND INTERNATIONAL ENTERTAINMENT. (2,806 TOTAL STUDENT FTE'S) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $24,551,336 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,210,007 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $108,946,986 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4319 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2433 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK E RICHEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5853892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 EAST AVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SERGIO ESTEBAN | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY FOURNIER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACK ALLOCO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BAILEY SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YOLANDA RAMOS BENITEZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN BROWN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN COOPER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES COSTANZA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DRAIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMIL DUDA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN STEVENS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GALLINA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HESS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GLAZER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN HICKEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KAPLAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA LAMB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MCANARNEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN NATAPOW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HIRY WEST | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL NUSBAUM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY PARKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN ARNOLD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE PECKHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PIERPONT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CORAL SURGEON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JETT MAHTA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN DANAHY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK YORK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DUFFY PALMER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD LEVA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH WOEDY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISA GEITNER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES OCKENDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAAN BRAVEMAN | |||||||
| PRESIDENT AND TRUSTEE | 50.00 | Yes (X) | Yes (X) | $849,983 | $0 | $80,053 | |
| IAN MORTIMER | |||||||
| VICE PRESIDENT FOR ENROLLMENT AND STUDENT EXPERIEN | 50.00 | Yes (X) | $117,412 | $0 | $9,982 | ||
| ANDREA TALENTINO | |||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | 50.00 | Yes (X) | $197,179 | $0 | $16,168 | ||
| PATRICK RICHEY | |||||||
| VICE PRESIDENT FOR FINANCE & ADMINISTRATION | 50.00 | Yes (X) | $222,934 | $0 | $17,713 | ||
| KELLY GAGAN | |||||||
| VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT | 50.00 | Yes (X) | $197,207 | $0 | $20,007 | ||
| DIANE ARIZA | |||||||
| VICE PRESIDENT FOR COMMUNITY & BELONGING | 50.00 | Yes (X) | $174,441 | $0 | $20,652 | ||
| MICHAEL MCGWIN | |||||||
| INTERIM VP , ENROLLMENT STRATEGY & OP | 50.00 | Yes (X) | $103,668 | $0 | $10,752 | ||
| DIANNE OLIVER | |||||||
| DEAN IN COLLEGE OF ARTS & SCIENCES | 50.00 | $151,351 | $0 | $23,194 | Yes (X) | ||
| KAREN KUPPINGER | |||||||
| CHIEF INFORMATION OFFICER | 50.00 | $139,995 | $0 | $14,876 | Yes (X) | ||
| BRIGID NOONAN | |||||||
| DEAN IN SCHOOL OF HEALTH & HUMAN SERVICES | 50.00 | $142,044 | $0 | $17,013 | Yes (X) | ||
| JO ELLEN PINKHAM | |||||||
| ASSOCIATE VICE PRESIDENT FOR HUMAN RESOURCES | 50.00 | $137,226 | $0 | $14,593 | Yes (X) | ||
| TRINA MARQUEZ | |||||||
| ASSOCIATE VICE PRESIDENT FOR STUDENT EXPERIENCE | 50.00 | $137,364 | $0 | $25,139 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,570,804 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $270,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | |||||
| 1600 BAUSCH LOMB PLACE | ROCHESTER | NY | 14604 | LEGAL SERVICES | $399,517 |
| ELLUCIAN | |||||
| 62578 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | SOFTWARE FEES | $314,095 |
| DOMICELLO ENTERPRISES | |||||
| 1395 ALLEN ROAD | PENFIELD | NY | 14526 | PROPERTY SERVICES | $152,725 |
| JMAC PAINTING & CARPENTRY | |||||
| 28 TUXFORD ROAD | ROCHESTER | NY | 14534 | PAINTING AND CARPENTRY SERVICES | $132,602 |
| SWBR ARCHITECTS | |||||
| 387 EAST MAIN STREET | ROCHESTER | NY | 14604 | ARCHITECTURAL SERVICES | $127,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,370 | FundraisingAmt |
| Government Grants | $1,856,344 | GovernmentGrantsAmt |
| All Other Contributions | $5,306,622 | AllOtherContributionsAmt |
| Noncash Contributions | $268,497 | NoncashContributionsAmt |
| Total Contributions | $7,188,336 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $93,766,813 | $93,766,813 | |
| ROOM AND BOARD | 611310 | $18,239,916 | $18,239,916 | |
| OTHER AUXILIARY INCOME | 611310 | $1,031,940 | $1,022,540 | $9,400 |
| PUBLIC SERVICES | 611310 | $486,990 | $411,131 | $75,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $113,525,659 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,034,840 | TotalRevenueColumnAmt |
| Exclusion | $2,034,840 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,287 | TotalRevenueColumnAmt |
| Exclusion | $89,287 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,805 | 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 | $92,805 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,805 | TotalRevenueColumnAmt |
| Exclusion | $92,805 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,415,975 | SecuritiesAmt |
| Other | $1,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,260,418 | SecuritiesAmt |
| Other | $38,122 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,557 | SecuritiesAmt |
| Other | -$36,622 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,118,935 | TotalRevenueColumnAmt |
| Exclusion | $1,118,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,370 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,262 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,438 | TotalRevenueColumnAmt |
| Exclusion | $2,438 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDIRECT COST RATE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,337 | TotalRevenueColumnAmt |
| Exclusion | $22,337 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $826,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $798,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,252 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $848,465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,900,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,239,276 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $112,511 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,360,642 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,547,547 | TotalAmt |
| Program Services | $33,547,547 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,173 | TotalAmt |
| Program Services | $432,173 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,589,222 | TotalAmt |
| Program Services | $538,489 | ProgramServicesAmt |
| Management And General | $779,945 | ManagementAndGeneralAmt |
| Fundraising | $270,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,971,888 | TotalAmt |
| Program Services | $30,777,461 | ProgramServicesAmt |
| Management And General | $4,579,982 | ManagementAndGeneralAmt |
| Fundraising | $614,445 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,442,550 | TotalAmt |
| Program Services | $2,103,975 | ProgramServicesAmt |
| Management And General | $298,110 | ManagementAndGeneralAmt |
| Fundraising | $40,465 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,502,545 | TotalAmt |
| Program Services | $4,622,500 | ProgramServicesAmt |
| Management And General | $756,750 | ManagementAndGeneralAmt |
| Fundraising | $123,295 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,726,278 | TotalAmt |
| Program Services | $2,283,716 | ProgramServicesAmt |
| Management And General | $379,717 | ManagementAndGeneralAmt |
| Fundraising | $62,845 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,953 | TotalAmt |
| Management And General | $446,953 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,511 | TotalAmt |
| Management And General | $81,511 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,079 | TotalAmt |
| Fundraising | $124,079 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,237 | TotalAmt |
| Management And General | $800,237 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,044 | TotalAmt |
| Program Services | $1,081,720 | ProgramServicesAmt |
| Management And General | $251,200 | ManagementAndGeneralAmt |
| Fundraising | $56,124 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,747,579 | TotalAmt |
| Program Services | $1,189,903 | ProgramServicesAmt |
| Management And General | $557,591 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,864,162 | TotalAmt |
| Program Services | $2,226,496 | ProgramServicesAmt |
| Management And General | $563,943 | ManagementAndGeneralAmt |
| Fundraising | $73,723 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,265 | TotalAmt |
| Program Services | $1,498,334 | ProgramServicesAmt |
| Management And General | $33,744 | ManagementAndGeneralAmt |
| Fundraising | $6,187 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,225 | TotalAmt |
| Program Services | $9,225 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,201,870 | TotalAmt |
| Program Services | $6,698,876 | ProgramServicesAmt |
| Management And General | $502,994 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,039 | TotalAmt |
| Program Services | $1,123,536 | ProgramServicesAmt |
| Management And General | $89,393 | ManagementAndGeneralAmt |
| Fundraising | $41,110 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,736 | TotalAmt |
| Program Services | $125,891 | ProgramServicesAmt |
| Management And General | $121,722 | ManagementAndGeneralAmt |
| Fundraising | $17,123 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,268 | TotalAmt |
| Program Services | $1,671,943 | ProgramServicesAmt |
| Management And General | $122,325 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,310,455 | TotalAmt |
| Program Services | $8,751,828 | ProgramServicesAmt |
| Management And General | $558,627 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,483 | TotalAmt |
| Program Services | $639,809 | ProgramServicesAmt |
| Management And General | $33,674 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $4,925,366 | $4,271,140 | $533,751 | $120,475 |
| FOOD SERVICE | $4,739,594 | $4,600,878 | $109,594 | $29,122 |
| ACADEMIC COURSE WAIVERS | $773,952 | $751,546 | $19,616 | $2,790 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,151,021 | TotalAmt |
| Program Services | $108,946,986 | ProgramServicesAmt |
| Management And General | $11,621,379 | ManagementAndGeneralAmt |
| Fundraising | $1,582,656 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,988 | BOYAmt |
| EOY | $1,560,019 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,390,675 | BOYAmt |
| EOY | $19,372,617 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,148,182 | BOYAmt |
| EOY | $4,934,517 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,896,456 | BOYAmt |
| EOY | $3,061,524 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,722,406 | BOYAmt |
| EOY | $1,463,086 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,787 | BOYAmt |
| EOY | $1,357,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,863,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,895,943 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,242,979 | BOYAmt |
| EOY | $166,967,560 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,993,760 | BOYAmt |
| EOY | $41,548,202 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,735,252 | BOYAmt |
| EOY | $40,173,776 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,934,638 | BOYAmt |
| EOY | $2,725,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,915,123 | BOYAmt |
| EOY | $283,164,436 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390,153 | BOYAmt |
| EOY | $9,819,824 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,177 | BOYAmt |
| EOY | $1,202,033 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,495,551 | BOYAmt |
| EOY | $50,951,095 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,977,090 | BOYAmt |
| EOY | $14,591,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,091,971 | BOYAmt |
| EOY | $76,564,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,060,030 | BOYAmt |
| EOY | $158,262,573 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,864,757 | BOYAmt |
| EOY | $27,628,637 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,898,365 | BOYAmt |
| EOY | $20,709,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,823,152 | BOYAmt |
| EOY | $206,600,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,915,123 | BOYAmt |
| EOY | $283,164,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,749,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,929,630 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$902,295 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,612,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,010,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,906,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,215,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,188,336 | CurrentTaxYearAmt |
| Total | $35,933,447 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,612,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,010,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,906,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,215,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,188,336 | CurrentTaxYearAmt |
| Total | $35,933,447 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,127,101 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,806,346 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,095,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,091,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,211,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,825,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,124,127 | CurrentTaxYearAmt |
| Total | $7,348,629 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,396 | CurrentTaxYearAmt |
| Total | $285,202 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,065,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $809,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781,989 | CurrentTaxYearAmt |
| Total | $4,314,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,881,627 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $513,220,260 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME CONSISTS OF GROSS INCOME FROM FUNDRAISING (NOT INCLUDING CONTRIBUTIONS REPORTED ON LINE 1). COMMISSIONS AND OTHER INCOME NOT REPORTABLE ON SCHEDULE A PART II LINES 1-9. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $906 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $548 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,454 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE IS A MEMBER OF A REGIONAL CHAMBER OF COMMERCE WHEREAS 10% OF THEIR ACTIVITIES ENGAGE IN STATE AND FEDERAL LOBBYING. IN ADDITION, THE PRESIDENT AVERAGED 3 HOURS AS WELL AS AN ADDITIONAL STAFF MEMBER WHO AVERAGED 8 HOURS IN FISCAL YEAR 2019 ENGAGED IN LOBBYING ACTIVITIES FOR THE COLLEGE. THESE ACTIVITIES INCLUDED PHONE CONVERSATIONS AND MEETINGS WITH LEGISLATORS AND OTHER GOVERNMENT OFFICIALS, SEEKING FEDERAL AND STATE AID FOR NAZARETH COLLEGE INITIATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,127,326 | BeginningYearBalanceAmt |
| Contributions | $2,449,623 | ContributionsAmt |
| Investment Earnings Or Losses | $2,950,420 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $887,772 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,313,471 | OtherExpendituresAmt |
| End Year Balance | $71,326,126 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,719,955 | BeginningYearBalanceAmt |
| Contributions | $1,861,568 | ContributionsAmt |
| Investment Earnings Or Losses | $4,816,567 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $942,752 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,328,012 | OtherExpendituresAmt |
| End Year Balance | $69,127,326 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,596,542 | BeginningYearBalanceAmt |
| Contributions | $1,258,022 | ContributionsAmt |
| Investment Earnings Or Losses | $8,062,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $839,103 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,358,105 | OtherExpendituresAmt |
| End Year Balance | $65,719,955 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,163,785 | BeginningYearBalanceAmt |
| Contributions | $1,134,883 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,449,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $954,091 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,298,875 | OtherExpendituresAmt |
| End Year Balance | $59,596,542 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,836,654 | BeginningYearBalanceAmt |
| Contributions | $937,528 | ContributionsAmt |
| Investment Earnings Or Losses | -$490,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $978,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,141,283 | OtherExpendituresAmt |
| End Year Balance | $65,163,785 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,232,974 | OtherCostOrOtherBasisAmt |
| Book Value | $8,232,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,521,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,881,184 | DepreciationAmt |
| Book Value | $82,640,479 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $759,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,227 | DepreciationAmt |
| Book Value | $701,589 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,747,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,898,083 | DepreciationAmt |
| Book Value | $12,849,916 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,601,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,058,449 | DepreciationAmt |
| Book Value | $62,542,602 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $166,967,560 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $40,173,776 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,173,776 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT BENEFIT COSTS | $10,813,900 |
| ASSET RETIREMENT OBLIGATION | $2,605,496 |
| GOVERNMENT LOAN PROGRAM REFUNDABLE ADVANCES | $1,171,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,591,253 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $92,103,135 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,929,630 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$33,979,720 | OtherRevenueAmt |
| Revenue Not Reported | -$32,050,090 | RevenueNotReportedAmt |
| Revenue Subtotal | $124,153,225 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $800,237 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$52,697 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $747,540 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $124,900,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $87,423,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $52,697 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $52,697 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,371,064 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $800,237 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $33,979,720 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $34,779,957 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $122,151,021 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS -33,979,720. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS -36,622. SPECIAL EVENT EXPENSES -16,075. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS 36,622. SPECIAL EVENT EXPENSES 16,075. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 33,979,720. |
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 COLLEGE USES ITS WEBSITE AS A MEANS OF PUBLICIZING ITS NON-DISCRIMINATORY POLICY. THE COLLEGE BELIEVES THAT NOTICES SUCH AS THIS, PREVIOUSLY PUBLISHED IN THE NEWSPAPER, ARE MORE EFFECTIVELY COMMUNICATED THROUGH THE USE OF ITS WEBSITE, HIGHLY VISIBLE AND FREQUENTED BY STUDENTS. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FUNDING FROM THE US DEPARTMENT OF EDUCATION FOR THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL WORK STUDY, FEDERAL PELL GRANT PROGRAM, AND TEACH GRANTS. NEW YORK STATE FUNDS VARIOUS PROGRAMS SUCH AS: HIGHER EDUCATIONAL OPPORTUNITY PROGRAM, TEACHERS OPPORTUNITY CORP., EISENHOWER GRANT, NYS TAP, NYS EXCELLENCE, AND NYS LOTTERY AND STATE APPROPRIATIONS IN THE FORM OF BUNDY AID AND HIGH NEEDS NURSING AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $5,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $293,681 |
| EUROPE | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $25,000 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $46,765 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $6,940 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $12,000 |
| SOUTH EAST ASIA | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $12,020 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | AWARDED FINANCIAL AID | $5,460 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | GRADUATE TUITION ASSISTANCE | $2,790 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GRADUATE TUITION ASSISTANCE | $19,727 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | GRADUATE TUITION ASSISTANCE | $2,790 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PASSIVE FOREIGN INVESTMENTS | PASSIVE FOREIGN INVESTMENTS | $12,168,295 |
| 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 | $406,866 | SubtotalSpentAmt |
| Continuation Spent | $12,193,602 | ContinuationSpentAmt |
| Total Spent | $12,600,468 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (11 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FINANCIAL AID | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $5,000 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | EAST ASIA AND THE PACIFIC | 37 | $293,681 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | EUROPE | 1 | $25,000 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | NORTH AMERICA | 2 | $46,765 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | RUSSIA AND NEIGHBORING STATES | 1 | $6,940 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | MIDDLE EAST AND NORTH AFRICA | 1 | $12,000 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | SOUTH EAST ASIA | 1 | $12,020 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| FINANCIAL AID | SOUTH AMERICA | 2 | $5,460 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| GRADUATE TUITION ASSISTANCE | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $2,790 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| GRADUATE TUITION ASSISTANCE | EAST ASIA AND THE PACIFIC | 6 | $19,727 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| GRADUATE TUITION ASSISTANCE | SOUTH AMERICA | 1 | $2,790 | CREDIT ON THE STUDENT | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERNATIONAL STUDENTS RECEIVING SCHOLARSHIPS ARE CODED SEPARATELY IN THE COLLEGE'S ERP SYSTEM. A REPORT IS GENERATED FROM THE COLLEGE'S ERP SYSTEM DETAILING EACH STUDENT AND THEIR SPECIFIC AWARDS. THIS REPORT IS REVIEWED PERIODICALLY TO MONITOR FUNDS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2445 M ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MANAGED DIRECT MAIL SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $216,082 | GrossReceiptsAmt |
| Retained By Contractor | $124,079 | RetainedByContractorAmt |
| Net To Organization | $92,003 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $216,082 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $124,079 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $92,003 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETICS GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $43,070 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,370 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,700 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $93 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,056 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,113 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $43,070 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,370 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,700 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $93 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,056 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,113 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,262 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,438 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COMPETITIVE SCHOLARSHIPS | 2088 | $23,950,913 |
| GRANTS IN AID | 1857 | $8,098,448 |
| HIGHER EDUCATION OPPORTUNITY PROGRAM (HEOP) | 57 | $1,498,186 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL COLLEGE SCHOLARSHIPS AND GRANTS ARE AWARDED THROUGH THE FINANCIAL AID PROCESS AND ARE RECORDED AS CREDITS ON THE STUDENTS' ACCOUNTS. THESE AWARDS HELP TO OFFSET THE COST OF TUITION, FEES AND ROOM AND BOARD. THE SCHOLARSHIPS AND GRANTS ARE TRACKED IN THE COLLEGE'S ERP SYSTEM AND MONITORED FOR COMPLIANCE WITHIN THE FINANCIAL AID OFFICE TO COMPLY WITH INTERNAL AND EXTERNAL REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAAN BRAVEMAN | ||||||||||||||
| PRESIDENT AND TRUSTEE | $340,951 | $0 | $0 | $0 | $509,032 | $0 | $68,550 | $0 | $11,503 | $0 | $930,036 | $0 | $318,220 | $0 |
| ANDREA TALENTINO | ||||||||||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | $196,635 | $0 | $0 | $0 | $544 | $0 | $15,731 | $0 | $437 | $0 | $213,347 | $0 | $0 | $0 |
| PATRICK RICHEY | ||||||||||||||
| VICE PRESIDENT FOR FINANCE & ADMINIS | $209,154 | $0 | $0 | $0 | $13,780 | $0 | $16,732 | $0 | $981 | $0 | $240,647 | $0 | $0 | $0 |
| KELLY GAGAN | ||||||||||||||
| VICE PRESIDENT FOR INSTITUTIONAL ADV | $195,703 | $0 | $0 | $0 | $1,504 | $0 | $19,570 | $0 | $437 | $0 | $217,214 | $0 | $0 | $0 |
| DIANE ARIZA | ||||||||||||||
| VICE PRESIDENT FOR COMMUNITY & BELON | $174,441 | $0 | $0 | $0 | $0 | $0 | $12,822 | $0 | $7,830 | $0 | $195,093 | $0 | $0 | $0 |
| DIANNE OLIVER | ||||||||||||||
| DEAN IN COLLEGE OF ARTS & SCIENCES | $150,631 | $0 | $0 | $0 | $720 | $0 | $12,050 | $0 | $11,144 | $0 | $174,545 | $0 | $0 | $0 |
| KAREN KUPPINGER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $139,035 | $0 | $0 | $0 | $960 | $0 | $13,904 | $0 | $972 | $0 | $154,871 | $0 | $0 | $0 |
| BRIGID NOONAN | ||||||||||||||
| DEAN IN SCHOOL OF HEALTH & HUMAN SER | $141,084 | $0 | $0 | $0 | $960 | $0 | $11,287 | $0 | $5,726 | $0 | $159,057 | $0 | $0 | $0 |
| JO ELLEN PINKHAM | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR HUMAN R | $136,266 | $0 | $0 | $0 | $960 | $0 | $13,627 | $0 | $966 | $0 | $151,819 | $0 | $0 | $0 |
| TRINA MARQUEZ | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR STUDENT | $136,404 | $0 | $0 | $0 | $960 | $0 | $13,640 | $0 | $11,499 | $0 | $162,503 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB MEMBERSHIPS PROVIDED FOR BUSINESS USE. |
| PART I, LINE 7 | PATRICK RICHEY RECEIVED A GRANT STAFF FACULTY BENEFIT VALUED AT $12,820. KELLY GAGAN RECEIVED A DEPENDENT TUITION BENEFIT VALUED AT $55,979. MICHAEL MCGWIN RECEIVED A DEPENDENT TUITION BENEFIT VALUED AT $44,247. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| A | 510188852 | 61075TBE7 | 2011-08-04 | $23,765,000 | NEW CONSTRUCTION OF A BUILDING AND REFUNDING OF 2004B BONDS | Yes (1) | 0 | 0 |
| COUNTY OF MONROE INDUSTRIAL DEVELOPMENT AGENCY | ||||||||
| B | 161005429 | 610752EK9 | 2008-01-30 | $9,030,000 | TO FINANCE CONSTRUCTION OF A BUILDING AND SITE IMPROVEMENTS | 0 | 0 | 0 |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| C | 510188852 | 61075TFT0 | 2013-06-13 | $13,905,000 | REFUNDING OF SERIES 2001 | Yes (1) | 0 | 0 |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| D | 510188852 | 61075TTW8 | 2017-12-20 | $31,645,000 | NEW CONSTRUCTION OF BUILDINGS AND REFUNDING OF 2011 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,805,000 | $15,355,000 | $23,542,430 | $931,722 | $647,870 | $15,000,000 | 2012 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $2,015,000 | $9,030,000 | $335,820 | $8,567,632 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $126,548 | |||
| C | $4,060,000 | $14,625,806 | $448,626 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $518 | ||||
| D | $32,800,499 | $754,213 | $829,051 | $14,603,746 | 2019 | 0 | Yes (1) | Yes (1) | Yes (1) | $16,613,043 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| JP MORGAN CHASE | |||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | BANK | 30.000000000000 | Yes (1) | 0 |
| (no name) | |||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| (no name) | |||||||||||||
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3, COL A | 08/04/2011 $23,765,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - BOND ISSUE A, AS REFERENCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE DISCOUNT ASSOCIATED WITH THE ISSUE. |
| SCHEDULE K, PART III, LINE 9, COL A | 08/04/2011 $23,765,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE COLLEGE DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART III, LINE 9, COL B | 01/30/2008 $9,030,000 COUNTY OF MONROE INDUSTRIAL DEVELOPMENT AGENCY - CURRENTLY THE COLLEGE DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART III, LINE 9, COL C | 06/13/2013 $13,905,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE COLLEGE DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART II, LINE 3, COL C | 06/13/2013 $13,905,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION BOND ISSUE, AS REFERNCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE PREMIUM ASSOCIATED WITH THE ISSUE. |
| SCHEDULE K, PART III, LINE 9, COL D | 12/20/2017 $31,645,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION - CURRENTLY THE COLLEGE DOES NOT HAVE A WRITTEN POLICY IN PLACE; HOWEVER, THERE ARE PROCEDURES BEING FOLLOWED TO ENSURE COMPLIANCE. |
| SCHEDULE K, PART II, LINE 3, COL D | 12/20/2017 $31,645,000 MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION BOND ISSUE, AS REFERNCED IN SCHEDULE K PART I, DISCLOSES AN ISSUE (PART I, E) THAT DIFFERS FROM THE PROCEEDS OF ISSUE (PART II, LINE 3) EQUAL TO THAT OF THE PREMIUM ASSOCIATED WITH THE ISSUE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERGIO ESTEBAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD CHAIR | RelationshipDescriptionTxt |
| Transaction | $83,728 | TransactionAmt |
| Transaction | MR. ESTEBAN IS THE CEO OF LABELLA ASSOCIATES. THE COLLEGE'S CONFLICT OF INTEREST POLICY POLICY WAS FOLLOWED AND RESULTED IN LABELLA ASSOCIATES BEING SELECTED FOR A CONTRACT FOR ARCHITECTURAL SERVICES FOR A CURRENT YEAR CAPITAL PROJECT BY ONLY INDEPENDENT BOARD MEMBERS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $167,233 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE COMPOSITION CONSISTS OF THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES, THE PRESIDENT OF THE COLLEGE, AND NO FEWER THAN TWO AND NO MORE THAN FOUR TRUSTEES ELECTED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF ONE YEAR AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED. ALL COMMITTEE MEMBERS ARE ON THE GOVERNING BOARD. SCOPE OF AUTHORITY - THE COMMITTEE SHALL HAVE THE POWER TO ACT WHEN THE BOARD IS NOT IN SESSION, AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN ALL MATTERS WHICH IN THE JUDGMENT OF THE EXECUTIVE COMMITTEE SHOULD NOT BE DELAYED UNTIL THE NEXT MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MAKE A FORMAL REPORT OF ITS ACTIONS, IF ANY, TO THE BOARD AT ITS NEXT REGULAR MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE, A SUB-COMMITTEE OF THE GOVERNING BODY, REVIEWED THE 2018 FORM 990 IN DETAIL PRIOR TO ITS FILING. AFTER APPROVAL OF THE AUDIT COMMITTEE, BUT PRIOR TO FILING, ACCESS TO THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA SECURE PORTAL. AT THE SAME TIME, EACH TRUSTEE IS NOTIFIED THAT THE RETURN HAS BEEN MADE AVAILABLE FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 14 | WHILE VARIOUS DEPARTMENTS WITHIN THE COLLEGE HAVE SPECIFIC GUIDELINES THAT THEY FOLLOW RELATED TO DOCUMENT RETENTION AND DESTRUCTION, THERE IS NO INSTITUTION WIDE WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLLEGE ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO THE TRUSTEES, OFFICERS, THE ASSISTANT SECRETARY TO THE BOARD AND THE SECRETARY TO THE COLLEGE. THE INFORMATION RECEIVED IS COMPILED, ANALYZED, MAINTAINED AND MONITORED BY THE COLLEGE'S GENERAL COUNSEL. ALL RESULTS ARE FORWARDED TO THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE AUDIT COMMITTEE, THE CHAIR OF THE TRUSTEESHIP COMMITTEE, COLLEGE'S PRESIDENT, AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. ON A QUARTERLY BASIS THE CONTROLLER'S OFFICE REVIEWS ALL VENDOR PAYMENTS FOR CONFLICTS AND DISCLOSES ALL ACTIVITY TO THE AUDIT COMMITTEE AT EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION SUB-COMMITTEE, A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE AS COMPARED TO THE GOALS SET FORTH FOR HIM FROM THE PREVIOUS FISCAL YEAR. IN ADDITION, THE SUB-COMMITTEE'S RECOMMENDATIONS ALONG WITH DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT ARE SUBMITTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND ENDORSEMENT. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE RECOMMENDATIONS ARE CONSIDERED AND VOTED ON BY THE FULL BOARD OF TRUSTEES IN EXECUTIVE SESSION. COMPENSATION LEVELS FOR THE VICE PRESIDENTS OF THE COLLEGE ARE DETERMINED ANNUALLY BY THE PRESIDENT, WITH REVIEW AND ENDORSEMENT FROM THE EXECUTIVE COMMITTEE OF THE BOARD. INPUTS INCLUDE PERFORMANCE TO ANNUAL GOALS, AN OVERALL ASSESSMENT OF SIGNIFICANT CONTRIBUTIONS TO AND LEADERSHIP OF THE COLLEGE, AS WELL AS COMPETITIVENESS OF PAY RELATIVE TO COMPARABLE INSTITUTIONS. ON A PERIODIC BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED TO REVIEW FOR EACH VICE PRESIDENT, TO PROVIDE COMPETITIVE MARKET INFORMATION, AND TO RECOMMEND ADJUSTMENTS FOR CONSIDERATION BY THE PRESIDENT AND EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS -385,854. POST RETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -516,441. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES WERE MADE TO OVERSIGHT PROCESS OR SELECTION PROCESS RELATED TO INDEPENDENT AUDITORS DURING THE CURRENT YEAR. |