2020-04-08T11:01:49-05:00 2019-06-30 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2018-07-01 150543658 CAZENOVIA COLLEGE CAZE 3156557000 4 NICKERSON STREET - WATTS HALL CAZENOVIA NY 13035 MARK EDWARDS CHIEF FINANCIAL OFFICER 3156557000 2020-03-30 1 TIMOTHY HAMMOND P01224809 3154227109 71.176.70.217 2020-03-30 19:53:09 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9B9B2C04414E8A8A7B0B000B564D82BBD9A17CFF 2018 2020-09-23 17:36:50Z X RONALD CHESBROUGH 4 NICKERSON STREET - WATTS HALL CAZENOVIA NY 13035 44730224 0 X HTTP://WWW.CAZENOVIA.EDU/ X 1824 NY CAZENOVIA COLLEGE CULTIVATES STUDENT GROWTH AND CREATIVITY THROUGH ENGAGEMENT WITH AN INVOLVED FACULTY AND STAFF WHO PROVIDE A SUPPORTIVE, PERSONALIZED LEARNING ENVIRONMENT. CAZENOVIA'S DISTINCT BLEND OF LIBERAL ARTS AND PROFESSIONAL STUDIES ENCOURAGES INDIVIDUALIZED ACADEMIC PROGRAMS ENHANCED BY INTERNSHIPS AND APPLIED LEARNING ACTIVITIES, CREATING THE ENVIRONMENT FOR BOTH TRADITIONAL AND ADULT LEARNERS TO ACHIEVE THEIR UNIQUE EDUCATIONAL AND CAREER GOALS. 18 17 854 17 282622 0 2644511 1911817 33688335 34232525 1778209 474020 94798 65805 38205853 36684167 16704913 17537577 0 0 13739742 13180781 0 0 651926 9630394 9453644 40075049 40172002 -1869196 -3487835 50871260 46876458 14928404 13872111 35942856 33004347 X CAZENOVIA COLLEGE CULTIVATES STUDENT GROWTH AND CREATIVITY THROUGH ENGAGEMENT WITH AN INVOLVED FACULTY AND STAFF WHO PROVIDE A SUPPORTIVE, PERSONALIZED LEARNING ENVIRONMENT. CAZENOVIA'S DISTINCT BLEND OF LIBERAL ARTS AND PROFESSIONAL STUDIES ENCOURAGES INDIVIDUALIZED ACADEMIC PROGRAMS ENHANCED BY INTERNSHIPS AND APPLIED LEARNING ACTIVITIES, CREATING THE ENVIRONMENT FOR BOTH TRADITIONAL AND ADULT LEARNERS TO ACHIEVE THEIR UNIQUE EDUCATIONAL AND CAREER GOALS. 0 0 36926182 17537577 34003859 THE COLLEGE PROVIDED EDUCATIONAL SERVICES TO 1,159 STUDENTS. ALL PROGRAM EXPENSES ARE INCURRED TO FURTHER THE EDUCATION OF THESE STUDENTS. 36926182 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 108 0 1 854 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARK EDWARDS 3156557000 4 NICKERSON STREET - WATTS HALL CAZENOVIA NY 13035 JOHN A BARTOLOTTI VICE CHAIR 1.00 X X 0 0 0 JEFFREY H HEATH SECRETARY 1.00 X X 0 0 0 MARGIE DOBIN MILLER TRUSTEE 1.00 X 0 0 0 EDWARD PRIEST TRUSTEE 1.00 X 0 0 0 RICHARD L SMITH CHAIR 1.00 X X 0 0 0 CHRISTINE S STEENSTRA TRUSTEE 1.00 X 0 0 0 CONNIE M WHITTON TRUSTEE 1.00 X 0 0 0 JAMES D FREYER JR TRUSTEE 1.00 X 0 0 0 KENNETH C GARDINER TRUSTEE 1.00 X 0 0 0 RONALD CHESBROUGH PRESIDENT 37.50 X X 275143 0 10286 SHANE O'DELL TRUSTEE 1.00 X 0 0 0 STEVE WELLS TRUSTEE 1.00 X 0 0 0 EDWIN J KELLEY JR TRUSTEE 1.00 X 0 0 0 GARY LIVENT TRUSTEE 1.00 X 0 0 0 JOHN MCCABE TREASURER 1.00 X X 0 0 0 DEBRA A VERNI TRUSTEE 1.00 X 0 0 0 ERIC BURRELL TRUSTEE 1.00 X 0 0 0 JACKIE WILSON TRUSTEE 1.00 X 0 0 0 MARK EDWARDS VICE PRESIDENT FOR FINANCIAL AFFAIRS AND CHIEF FIN 37.50 X 131570 0 10364 DAVID BERGH VICE PRESIDENT FOR PLANNING AND INSTITUTIONAL EFFE 37.50 X 108782 0 10015 ERIC PERSONS VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT 37.50 X 129781 0 0 645276 0 30665 4 0 1 0 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 CONSULTANT 412751 1 5280 940695 965842 40521 1911817 TUITION AND FEES 611600 25478642 25478642 AUXILIARY SERVICES 611600 8753883 8483293 270590 34232525 372300 372300 5500 0 5500 5500 5500 7902580 205808 7818187 188481 84393 17327 101720 101720 14219 5280 7870 6349 6349 43551 31519 12032 12032 OTHER REVENUES 611600 41924 41924 41924 36684167 34003859 282622 485869 17537577 17537577 446400 446400 11066565 9335739 1350768 380058 59769 45892 10890 2987 790519 601766 149588 39165 817528 606659 171386 39483 48918 47301 1305 312 62150 60097 1657 396 76675 76675 836553 739179 33150 64224 236213 94352 122061 19800 1713373 1640577 55351 17445 866184 839717 21357 5110 272848 219513 6725 46610 106484 70972 33324 2188 421904 407959 11253 2692 2146440 2075496 57246 13698 198437 191877 5293 1267 AUXILLARY ENTERPRISES 1300958 1300956 2 MISCELLANEOUS 497289 463764 21113 12412 EQUIPMENT RENTAL AND MA 433753 419107 12070 2576 BAD DEBT 114018 110249 3041 728 121447 117433 3239 775 40172002 36926182 2593894 651926 914852 649137 835952 595350 352144 454070 98357 90436 280076 240214 72968688 43854278 30852222 29114410 16989180 15263506 548477 469335 50871260 46876458 1003236 1238550 124467 112895 12289657 10950635 1511044 1570031 14928404 13872111 X 27421490 28165170 2638091 1930584 5883275 2908593 35942856 33004347 50871260 46876458 X -3487835 538767 10559 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7668092 204603 407308 4266738 4013265 7822683 103909 15246 273746 7668092 7535556 69354 440706 222933 7822683 7582703 210538 -25214 232471 7535556 7603801 124991 97148 243237 7582703 0.72470 0.27530 0 0 890977 890977 51532226 25749648 25782578 357394 277178 80216 14552944 13345032 1207912 5635147 4482420 1152727 29114410 ASSET RETIREMENT OBLIGATION 1532748 DEFERRED GIVING OBLIGATION 37283 1570031 19502665 538767 -93985 444782 19057883 76675 17549609 17626284 36684167 22441174 -12032 -12032 22453206 76675 17642121 17718796 40172002 PART V, LINE 4: THE EARNINGS ON THE COLLEGE'S ENDOWED FUNDS ARE USED FOR SCHOLARSHIPS, CAPITAL FUNDING, AND ANNUAL SUPPORT FOR OPERATIONS AS DEFINED BY THE ANNUAL BUDGET. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 10,559. BOOKSTORE RENT EXPENSE -104,544. PART XI, LINE 4B - OTHER ADJUSTMENTS: COPY SHOP INCOME 43,551. COPY SHOP COST OF GOODS SOLD -31,519. SCHOLARSHIPS 17,537,577. PART XII, LINE 2D - OTHER ADJUSTMENTS: COPY SHOP INCOME -43,551. COPY SHOP COST OF GOODS SOLD 31,519. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE RENT EXPENSE 104,544. SCHOLARSHIPS 17,537,577. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 SCHEDULE E, PART I, LINE 3 NON DISCRIMINATORY POLICIES ARE CONTAINED IN THE COLLEGE CATALOG AND THE ADMISSIONS PACKET. SCHEDULE E, PART I, LINE 6 PELL, SEOG, CWS GIVEN TO STUDENTS BASED UPON NEED WHERE COLLEGE ACTS AS CUSTODIAN AGENT FOR THE FUNDS. IN SOME INSTANCES THE COLLEGE CONTRIBUTES TO SCHOLARSHIPS AND STUDENT LOANS. PELL - BASIC EDUCATIONAL OPPORTUNITY GRANTS SEOG - SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS CWS - COLLEGE WORK STUDY PROGRAM FINANCIAL ASSISTANCE IN THE FORM OF PERKINS LOAN WAS SUSPENDED IN 1988-1989 WHEN THE DEFAULT RATE WAS GREATER THAN 15%. STEPS WERE TAKEN TO LOWER THE DEFAULT RATE RESULTING IN THE COLLEGE RECEIVING FINANCIAL ASSISTANCE ALLOCATIONS IN THE FORM OF PERKINS LOANS IN THE 1991-1992 YEAR. GOLF TOURNAMENT 19499 5280 14219 4818 3052 19499 5280 14219 4818 3052 7870 6349 1 WORKSTUDY GRANT 172 35847 SEOG MATCHING GRANT 287 32740 CAZENOVIA COLLEGE GRANTS 724 16849283 ENDOWED SCHOLARSHIPS 186 284224 HEOP NYS GRANTS 72 287441 FORM 990 SCHEDULE I PART IV THE COLLEGE VERIFIES THAT THE RECIPIENT MEETS THE GUIDELINES OF EACH SPECIFIC AWARD. THE COLLEGE APPLIES GRANT MONIES DIRECTLY TO STUDENT BALANCES. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RONALD CHESBROUGH PRESIDENT 275143 0 0 0 0 0 0 0 10286 0 285429 0 0 0 X 958 COST OF DONATED PROPERTY X 2 28735 SELLING PRICE OF DONATED X RAFFLE ITEMS 81 10674 COST OF DONATED PROP X EQUINE DRESSAGE AND MATERIALS 2 155 COST OF DONATED PROP 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE, WHO SENT TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE REQUIRES CONFLICT OF INTEREST QUESTIONNAIRES TO BE COMPLETED ANNUALLY FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND MEMBERS OF MANAGEMENT. THESE ARE MAINTAINED BY THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT ARE REVIEWED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE UTILIZES COMPENSATION AND BENEFITS INFORMATION FROM SIMILAR COLLEGES. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 10,559. CHARITABLE REMAINDER TRUST INVESTMENT NY N/A T 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0