ALFRED UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED UNIVERSITY (EIN 16-0743900)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349305773
- Schema version
- 2017v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:10:53-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 6078712966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SAXON DRIVE | AddressLine1Txt |
| City | ALFRED | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Giovina Lloyd | PersonNm |
| Person Title | VP for Business & Finance | PersonTitleTxt |
| Phone | 6078712966 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 149.84.153.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Zupan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Saxon Drive | AddressLine1Txt |
| City | Alfred | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,948,746 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alfred.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1857 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The mission of Alfred University is to provide excellent quality and enduring value through academic and co-curricular programming that is both intellectually challenging and practically relevant. We are culturally diverse and student-centered, and aim to serve an ever-changing student population. We seek students with the aspiration and dedication to do well for themselves and for their greater communities. Thus, we prepare our students with the knowledge, skills and life-habits that will enable them to succeed, and to live lives of continuous personal growth and service to others. These outcomes are achieved through a commitment, by the entire AU community, to teaching and research, the pursuit of scientific and technical expertise, artistic creativity, and humanistic learning. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2049 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $83,617 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,658,513 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,945,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,882,049 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $66,647,289 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,093,270 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,435,629 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,067,611 | PYOtherRevenueAmt |
| CY Other Revenue | $1,752,827 | CYOtherRevenueAmt |
| PY Total Revenue | $104,701,443 | PYTotalRevenueAmt |
| CY Total Revenue | $103,780,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,291,479 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,080,756 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,929,855 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,242,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,850 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,599,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,629,883 | PYOtherExpensesAmt |
| CY Other Expenses | $31,368,925 | CYOtherExpensesAmt |
| PY Total Expenses | $100,943,067 | PYTotalExpensesAmt |
| CY Total Expenses | $101,692,135 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,758,376 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,088,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $301,036,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,500,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,781,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,670,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $252,255,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $270,830,015 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Alfred University is to provide excellent quality and enduring value through academic and co-curricular programming that is both intellectually challenging and practically relevant. We are culturally diverse and student-centered, and aim to serve an ever-changing student population. We seek students with the aspiration and dedication to do well for themselves and for their greater communities. Thus, we prepare our students with the knowledge, skills and life-habits that will enable them to succeed, and to live lives of continuous personal growth and service to others. These outcomes are achieved through a commitment, by the entire AU community, to teaching and research, the pursuit of scientific and technical expertise, artistic creativity, and humanistic learning. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $91,557,403 | ExpenseAmt |
| Grant | $31,080,756 | GrantAmt |
| Revenue | $68,405,205 | RevenueAmt |
| Desc | HIGHER EDUCATION: ALFRED UNIVERSITY CONTAINS THE COLLEGE OF LIBERAL ARTS AND SCIENCE, SCHOOL OF ART AND DESIGN, SCHOOL OF ENGINEERING, AND COLLEGE OF PROFESSIONAL STUDIES. WE OFFER BOTH UNDERGRADUATE AND GRADUATE DEGREES ALONG WITH UNDERGRADUATE AND GRADUATE RESEARCH OPPORTUNITIES. (2,059 STUDENTS) | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $91,557,403 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 300 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2049 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jodi Howe | PersonNm |
| Phone | 6078712128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SAXON DRIVE | AddressLine1Txt |
| City | ALFRED | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gregory R Connors | |||||||||
| Chariman | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn S Clark | |||||||||
| Vice Chairman | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Gene M Bernstein | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Eric M Bershad | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl R Blanchard | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Michael P Carey | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Cesarano III | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Michele R Cohen | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Peter Cuneo | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John A Edmond | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Terry S Galanis Jr | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Leselie J Gelber | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Frederick A George | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Frederick W Gibbs | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Jay L Haberland | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Christine E Heckle | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Stephen k Heine | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Thomas R Hinman | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| James M Jordan | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Charles P Joyce | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Kristen M Klabin | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Kevin H Livingston | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey S Maurer | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Robert R McComsey | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Robert K Meltzer | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Victoria A Meyer | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Terry A Michalske | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Marlin Miller Jr | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Ann D Moskowitz | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Craig J Peretz | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| William Pullman | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen A Richardson | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth T Reina | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| AN Sreeram | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Robert K Welter | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Eric M Zuckerman | |||||||||
| Trustee | 1.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Mary McAllister | |||||||||
| Corporate Secretary | 40 | 0.5 | $70,673 | $0 | $5,218 | Yes (X) | |||
| Mark Zupan | |||||||||
| President | 60 | 0.25 | $485,905 | $0 | $34,354 | Yes (X) | |||
| Rick Stephens | |||||||||
| Vice President and Provost | 60 | 0.25 | $214,082 | $0 | $29,280 | Yes (X) | |||
| Giovina Lloyd | |||||||||
| VP Business Finance and Treasurer | 60 | 0.25 | $176,610 | $0 | $15,341 | Yes (X) | |||
| Scott Misture | |||||||||
| Professor of Engineering | 50 | 0 | $154,992 | $0 | $33,124 | Yes (X) | |||
| Jason Amore | |||||||||
| VP University Advancement, Began 3/1/17 | 50 | 0 | $195,782 | $0 | $21,416 | Yes (X) | |||
| Kathleen Woughter | |||||||||
| VP Student Affairs | 50 | 0 | $150,692 | $0 | $11,775 | Yes (X) | |||
| Lou Lichtman | |||||||||
| Dean, Liberal Arts | 50 | 0 | $146,644 | $0 | $8,658 | Yes (X) | |||
| Alastair Cormack | |||||||||
| Dean, Engineering | 50 | 0 | $181,872 | $0 | $45,501 | Yes (X) | |||
| Charles Edmondson | |||||||||
| Former President | 0.00 | 0 | $108,033 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,885,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,667 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AVI Foodsystems Inc | ||||||
| 2590 Elm Road NE | Warren | OH | 44483 | Food Service Vendor | $3,831,076 | |
| LeChase Construction Services LLC | ||||||
| 205 Indigo Creek Drive | Rochester | NY | 14626 | Contracted Services | $2,207,853 | |
| PTC Contracting | ||||||
| 8 Glen Court | Hornell | NY | 14843 | BUILDING CONTRACTOR | $683,390 | |
| HotChalk Inc | ||||||
| 2 Third Street | Troy | NY | 12180 | Professional Services | $435,731 | |
| Center for Integrated Teacher Educa | ||||||
| 50 Court Street | Brooklyn | NY | 11201 | Professional Services | $2,373,971 | Suite 1111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $21,076,516 | GovernmentGrantsAmt |
| All Other Contributions | $11,868,734 | AllOtherContributionsAmt |
| Noncash Contributions | $3,207,835 | NoncashContributionsAmt |
| Total Contributions | $32,945,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | $52,139,998 | $52,139,998 | $0 | $0 |
| Auxiliary Services | 611710 | $14,196,842 | $14,031,983 | $164,859 | $0 |
| Educational Activities | 611710 | $310,449 | $310,449 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $66,647,289 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,430,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$100,185 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,530,725 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,172,840 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,167,751 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,089 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,089 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Research | 541712 | $549,290 | $549,290 | $0 | $0 |
| Athletics & Equestrian | 711210 | $276,030 | $276,030 | $0 | $0 |
| Student Loan Interest | 611710 | $310,278 | $310,278 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $598,286 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,943 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,752,827 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,780,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,221,403 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $83,617 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,530,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,080,756 | TotalAmt |
| Program Services | $31,080,756 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398,520 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,398,520 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,851,099 | TotalAmt |
| Program Services | $23,754,792 | ProgramServicesAmt |
| Management And General | $3,069,508 | ManagementAndGeneralAmt |
| Fundraising | $1,026,799 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,577 | TotalAmt |
| Program Services | $1,747,222 | ProgramServicesAmt |
| Management And General | $225,770 | ManagementAndGeneralAmt |
| Fundraising | $24,585 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,031,795 | TotalAmt |
| Program Services | $5,275,835 | ProgramServicesAmt |
| Management And General | $681,724 | ManagementAndGeneralAmt |
| Fundraising | $74,236 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,963,463 | TotalAmt |
| Program Services | $1,717,384 | ProgramServicesAmt |
| Management And General | $221,914 | ManagementAndGeneralAmt |
| Fundraising | $24,165 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,832 | TotalAmt |
| Program Services | $11,708 | ProgramServicesAmt |
| Management And General | $150,124 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,293 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $135,493 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,342 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $60,342 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,417,788 | TotalAmt |
| Program Services | $7,681,347 | ProgramServicesAmt |
| Management And General | $698,097 | ManagementAndGeneralAmt |
| Fundraising | $38,344 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,040 | TotalAmt |
| Program Services | $116,429 | ProgramServicesAmt |
| Management And General | $9,698 | ManagementAndGeneralAmt |
| Fundraising | $913 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,014 | TotalAmt |
| Program Services | $2,866,865 | ProgramServicesAmt |
| Management And General | $291,067 | ManagementAndGeneralAmt |
| Fundraising | $100,082 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,582 | TotalAmt |
| Program Services | $1,070,582 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,319,318 | TotalAmt |
| Program Services | $2,281,037 | ProgramServicesAmt |
| Management And General | $38,281 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,616 | TotalAmt |
| Program Services | $2,170,008 | ProgramServicesAmt |
| Management And General | $288,166 | ManagementAndGeneralAmt |
| Fundraising | $148,442 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,125 | TotalAmt |
| Program Services | $124,955 | ProgramServicesAmt |
| Management And General | $38,593 | ManagementAndGeneralAmt |
| Fundraising | $5,577 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,281 | TotalAmt |
| Program Services | $227,281 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,417,769 | TotalAmt |
| Program Services | $7,058,904 | ProgramServicesAmt |
| Management And General | $300,041 | ManagementAndGeneralAmt |
| Fundraising | $58,824 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,801 | TotalAmt |
| Program Services | $121,616 | ProgramServicesAmt |
| Management And General | $389,185 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs & Maintenance | $1,302,138 | $1,115,581 | $185,540 | $1,017 |
| Small Equipment | $1,192,615 | $1,035,856 | $153,643 | $3,116 |
| Indirect Costs | $497,402 | $497,011 | $391 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,969 | TotalAmt |
| Program Services | $1,597,434 | ProgramServicesAmt |
| Management And General | $199,604 | ManagementAndGeneralAmt |
| Fundraising | $92,931 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,692,135 | TotalAmt |
| Program Services | $91,557,403 | ProgramServicesAmt |
| Management And General | $8,535,701 | ManagementAndGeneralAmt |
| Fundraising | $1,599,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,818,091 | BOYAmt |
| EOY | $6,999,725 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,094 | BOYAmt |
| EOY | $5,272,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,526 | BOYAmt |
| EOY | $1,645,368 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,535,606 | BOYAmt |
| EOY | $16,303,543 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,848 | BOYAmt |
| EOY | $323,153 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,213 | BOYAmt |
| EOY | $253,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $280,701,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,883,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,743,415 | BOYAmt |
| EOY | $149,818,258 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,030,175 | BOYAmt |
| EOY | $83,960,819 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,292,783 | BOYAmt |
| EOY | $48,924,022 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,036,751 | BOYAmt |
| EOY | $313,500,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,113,666 | BOYAmt |
| EOY | $5,437,123 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,034,650 | BOYAmt |
| EOY | $2,979,640 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,525,248 | BOYAmt |
| EOY | $6,945,356 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,061 | BOYAmt |
| EOY | $441,232 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,232,085 | BOYAmt |
| EOY | $26,867,266 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,781,710 | BOYAmt |
| EOY | $42,670,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,110,399 | BOYAmt |
| EOY | $141,629,470 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,549,273 | BOYAmt |
| EOY | $48,926,971 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,595,369 | BOYAmt |
| EOY | $80,273,574 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,255,041 | BOYAmt |
| EOY | $270,830,015 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,036,751 | BOYAmt |
| EOY | $313,500,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,088,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,007,084 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$80,837 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $4,559,867 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $60,342 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $60,342 | 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 | Alfred University contracts a lobbying firm to lobby the New York State Legislature, executive and various NYS agencies to facilitate the goals of Alfred University. These goals include economic development, funding for Alfred University and general legislative issues that affect higher education. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,618,959 | BeginningYearBalanceAmt |
| Contributions | $1,681,205 | ContributionsAmt |
| Investment Earnings Or Losses | $14,438,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,042,581 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,377,378 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $129,318,223 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,846,496 | BeginningYearBalanceAmt |
| Contributions | $3,357,866 | ContributionsAmt |
| Investment Earnings Or Losses | $14,749,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,033,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,300,733 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $118,618,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,966,345 | BeginningYearBalanceAmt |
| Contributions | $2,302,716 | ContributionsAmt |
| Investment Earnings Or Losses | $922,189 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,035,352 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,309,402 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $105,846,496 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,873,666 | BeginningYearBalanceAmt |
| Contributions | $1,232,002 | ContributionsAmt |
| Investment Earnings Or Losses | $2,521,533 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,056,622 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,604,234 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $107,966,345 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,754,316 | BeginningYearBalanceAmt |
| Contributions | $7,570,012 | ContributionsAmt |
| Investment Earnings Or Losses | $11,908,174 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,694,161 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,664,675 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $108,873,666 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,122,832 | OtherCostOrOtherBasisAmt |
| Book Value | $1,122,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $233,887,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,554,997 | DepreciationAmt |
| Book Value | $139,332,735 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,061,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,933,673 | DepreciationAmt |
| Book Value | $1,127,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $34,347,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,394,708 | DepreciationAmt |
| Book Value | $4,952,869 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,282,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $3,282,346 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,818,258 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $47,686,022 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,238,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,924,022 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $2,565,696 |
| Post-retirement Benefit Obligation | $21,092,601 |
| Annuities Payable | $785,539 |
| US Government Refundable Grants | $2,423,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,867,266 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $84,626,486 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,007,085 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $12,007,085 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,619,401 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,837 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $31,080,757 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $31,161,594 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,780,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,611,379 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $70,611,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $31,080,756 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,080,756 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $101,692,135 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The long-term objective of the endowment is to maintain the purchasing power with the goal of providing a reasonable, predictable, stable an sustainable level of income to support scholarship, academic instruction, infrastructure and current operations. |
| Schedule D, Part XI, Line 4b | Financial Aid $31,080,757 |
| Schedule D, Part XII, Line 4b | Financial Aid |
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 | Alfred University draws a substantial percentage of its students from New York State and the Northeast and follows a non-discriminatory policy as to students. Alfred University's promotional activities and recruitment efforts in each are are designed to inform students of all racial segments, in the general communities within the area of the availability of the school. |
| Schedule E, Part I, Line 6 | Alfred University received funding from a variety of sources. Some of these sources are governmental agencies providing funding for research projects, student financial aid or general operations., In addition, the New York State College of Ceramics at Alfred University is funded in part by the State of New York and is included in the Alfred University financial statements and reporting. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Speaking at Seminars or Conferences | $1,200 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $19,875 | Study Abroad |
| East Asia and the Pacific | 0 | 0 | Speaking at Seminars or Conferences | $56,685 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $18,612 | Program Development |
| East Asia and the Pacific | 0 | 0 | Program Services | $2,015 | Study Abroad |
| Europe (including Iceland and Greenland) | 0 | 0 | Speaking at Seminars or Conferences | $11,295 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $23,335 | Faculty Development |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $105,000 | Study Abroad |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $965 | Program Development |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Speaking at Seminars or Conferences | $4,894 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | $853 | Faculty Development |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | $965 | Program Development |
| South America | 0 | 0 | Program Services | $2,445 | Program Development/Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $248,139 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 | Scholarships | GrantTypeTxt |
| Recipient | 1738 | RecipientCnt |
| Cash Grant | $31,080,757 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Students receiving Scholarship and Fellowships are judged worthy by the institution's assessment on the basis of academic achievement, financial need and other similar standards. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Zupan | ||||||||||||||
| President | $424,742 | $0 | $0 | $0 | $61,163 | $0 | $0 | $0 | $34,354 | $0 | $520,259 | $0 | $0 | $0 |
| Rick Stephens | ||||||||||||||
| Vice President and Provost | $187,372 | $0 | $0 | $0 | $26,710 | $0 | $0 | $0 | $29,280 | $0 | $243,362 | $0 | $0 | $0 |
| Giovina Lloyd | ||||||||||||||
| VP Business Finance and Treasurer | $176,610 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,341 | $0 | $191,951 | $0 | $0 | $0 |
| Scott Misture | ||||||||||||||
| Professor of Engineering | $113,600 | $0 | $0 | $0 | $41,392 | $0 | $0 | $0 | $33,124 | $0 | $188,116 | $0 | $0 | $0 |
| Jason Amore | ||||||||||||||
| VP University Advancement | $195,582 | $0 | $0 | $0 | $200 | $0 | $0 | $0 | $21,416 | $0 | $217,198 | $0 | $0 | $0 |
| Kathleen Woughter | ||||||||||||||
| VP Student Affairs | $133,781 | $0 | $0 | $0 | $16,912 | $0 | $0 | $0 | $11,775 | $0 | $162,468 | $0 | $0 | $0 |
| Lou Lichtman | ||||||||||||||
| Dean, Liberal Arts | $136,117 | $0 | $0 | $0 | $10,527 | $0 | $0 | $0 | $8,658 | $0 | $155,302 | $0 | $0 | $0 |
| Alastair Cormack | ||||||||||||||
| Dean, Engineering | $168,244 | $0 | $0 | $0 | $13,627 | $0 | $0 | $0 | $45,501 | $0 | $227,372 | $0 | $0 | $0 |
| Charles Edmondson | ||||||||||||||
| Former President | $0 | $0 | $0 | $0 | $108,033 | $0 | $0 | $0 | $0 | $0 | $108,033 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The University requires the president to live in on-campus housing and provides a custodian to clean the facility. The University maintains a country club membership in the president's name for entertainment of donors. It is acceptable that the president's spouse or significant other may accompany him on University business trips/events. During these trips/events, the expense of the spouse or significant other will be paid by the University. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Niagara Series 2015A Bonds | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2015-07-30 | BondIssuedDt |
| Issue Price | $8,716,483 | IssuePriceAmt |
| Purpose | Refinancing | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,191,235 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $8,716,483 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $8,716,483 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,237,972 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Horse Equestrian Center | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 33 | FormAndLineReferenceDesc |
| Explanation | The University has elected not to capitalize the appraised value of the horses donated to its Equestrian Program. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Form 990 is prepared by the University's controller and submitted for review to the University auditors, President, Vice President for Business & Finance, and the chairman of the audit committee of the board of trustees, who has been delegated this responsibility by the board of trustees. The University also makes the draft form available to all board members for their review and comment. |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest disclosure forms are completed annually by members of the Board and key employees. The disclosure responses are compiled by a third party and provided to the Secretary of the Corporation and the Director of Human Resources. The Secretary of the Corporation provides a copy of all completed disclosure statements to the chairperson of the Audit Committee and ensures that any Board member with a stated conflict of interest abstains from any voting associated with the conflict and is not present for discussion on the matter. The Director of Human Resources provides a copy of potential conflicts of interest to the President who is responsible for determining the proper way to handle Corporate decisions which involved unresolved employee conflicts of interest. |
| Form 990, Part VI, Section B, Line 15 | The human resource committee of the board of trustees sets the salary for the president. They utilize many sources of comparative data including the use of surveys, and Form 990 filings from comparative universities to determine the appropriate compensation. |
| Form 990, Part VI, Section C, Line 19 | The University complies with all laws and regulations and provides photocopies of required documents upon request. |
| Form 990, Part IX, Line 11g | Professional Services |
| Form 990, Part XI, Line 9 | Post-retirement benefit related changes other than net periodic benefit cost |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Alfred University Housing Corporation | ||||||||||
| One Saxon Drive | Alfred | NY | 14802 | 166052251 | Rental Housing for University Students | NY | 501 (c) (2) | Alfred University | Yes (1) | |
| Saxon Inn Inc | ||||||||||
| One Saxon Drive | Alfred | NY | 14802 | 160960711 | Provides Services/Sells Beverages | NY | 501 (c)(7) | Alfred University | Yes (1) | |
| Alfred University Research Fdn Inc | ||||||||||
| One Saxon Drive | Alfred | NY | 14802 | 161063285 | Auxiliary of reporting | NY | 501 (c)(3) | Alfred University | Yes (1) | Line 2 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foster Lake Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Saxon Drive | AddressLine1Txt |
| City | Alfred | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161000109 | EIN |
| Primary Activities | Lake Access to Students | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alfred University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $20,000 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $95,079 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alfred University Housing Corporation | ||
| q | $0 | Transactions are below the threshold. |
| Saxon Inn Inc | ||
| p | $0 | Transactions are below the threshold. |
Comments