MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 52-0591672)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349302387
- Schema version
- 2016v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:50:42-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 Washingtonian Blvd 400 | AddressLine1Txt |
| City | Gaithersburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARYS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 3014475353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1Txt |
| City | Emmitsburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William E Davies | PersonNm |
| Person Title | VP Business and Finance | PersonTitleTxt |
| Phone | 3014475353 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 08:57:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Timothy E Trainor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1Txt |
| City | Emmitsburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $148,339,752 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.msmary.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1808 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | Mount St. Mary's University, the second oldest Catholic University in the U.s., (See Schedule O), offers more than 60 academic majors, minors, and concentrations. Graduate programs in Business, Education, Philosophy, Theology and Divinity are also offered along with accelerated undergraduate programs in business and criminal justice. Students participate in more than 70 clubs and honor societies. Students also take advantage of the community service and outdoor adventure programs that are offered both locally and abroad. In addition, the University has 16 varsity sports at the NCAA Division 1 level. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1622 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $267,472 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$105,269 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,892,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,897,583 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,706,119 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $89,503,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,312,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,829,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,066 | PYOtherRevenueAmt |
| CY Other Revenue | $57,571 | CYOtherRevenueAmt |
| PY Total Revenue | $97,326,733 | PYTotalRevenueAmt |
| CY Total Revenue | $106,288,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,676,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,404,994 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,294,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,085,522 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,776,424 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,195,218 | PYOtherExpensesAmt |
| CY Other Expenses | $31,307,285 | CYOtherExpensesAmt |
| PY Total Expenses | $103,166,883 | PYTotalExpensesAmt |
| CY Total Expenses | $99,797,801 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,840,150 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,490,584 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $160,730,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,278,430 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,557,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,412,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,172,777 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,865,592 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Mount St. Mary's University is a catholic university committed to education in the service of truth. We seek to cultivate a community of learners, formed by faith, engaged in discovery, and empowered for leadership in the church, professions and the world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,569,390 | ExpenseAmt |
| Grant | $32,404,994 | GrantAmt |
| Revenue | $69,020,510 | RevenueAmt |
| Desc | Instructional Programs for 2,184 students consisting of 1,729 undergraduate students, 159 Graduate students in Business, 96 Graduate Students in Education, 116 Graduate students in Theology, 45 graduate students in Healthcare administration, and 23 graduate students in Biotechnology & Mgmt, and 16 graduate students in Sports Management. The University awarded a total of 545 degrees comprised of 384 undergraduate , 141 Masters, and 20 Theology degrees. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,638,550 | ExpenseAmt |
| Revenue | $18,006,086 | RevenueAmt |
| Desc | Auxiliary enterprises which is comprised of student housing, dining services, post office, vending, physical plant, laundry and public safety. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,003,821 | ExpenseAmt |
| Revenue | $2,333,029 | RevenueAmt |
| Desc | Student Services for the entire student body. This includes athletics, counseling/health center, student affairs, and student activities. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $4,268,916 | Academic Support |
| $1,183,963 | Institutional Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,452,879 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $86,664,640 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 234 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1622 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William E Davies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3014475353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1Txt |
| City | Emmitsburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21727 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Mary D Kane | ||||||||
| Chair of the Board | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Howard N Bolte | ||||||||
| Vice Chair of the Board | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gracelyn A McDermott | ||||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Scott J Newkam | ||||||||
| Treasurer | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anthony J Agnone | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Johnson I Agogbua | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Hon Jennifer M Anderson | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen M Callahan | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth B Chodnicki | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| David P Conaghan | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Xavier J DeCaire | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert C Dondero | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeremy M Ellermeyer | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Msgr John J Enzler | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev J Kevin Farmer | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick J Goles | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Most Reverend William E Lori | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Most Reverend Paul S Loverde | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| James V McAveney | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard P Miller | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Hugh W Mohler Jr | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Msgr Thomas J Mullelly | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Janice I Obuchowski | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Vincent J O'Malley | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Noel Page | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul J Palmieri | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Joseph P Parkes | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| William S Roohan | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian L Smith | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert J Smith | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Trainor | ||||||||
| Interim President | 50.00 | Yes (X) | $150,000 | $0 | $4,000 | |||
| Dan S Soller | ||||||||
| Former Executive Vice President | 50.00 | Yes (X) | $254,881 | $0 | $7,372 | |||
| William E Davies | ||||||||
| VP, Business & Finance | 50.00 | Yes (X) | $253,219 | $0 | $33,085 | |||
| Robert J Brennan | ||||||||
| VP, Advancement Services | 50.00 | Yes (X) | $178,177 | $0 | $28,289 | |||
| Pauline A Engelstatter | ||||||||
| VP, University Affiars | 50.00 | Yes (X) | $205,121 | $0 | $25,570 | |||
| Michael A Post | ||||||||
| VP, Enrollment Management | 50.00 | Yes (X) | $227,442 | $0 | $32,415 | |||
| Andrew Baker | ||||||||
| Seminary Rector | 50.00 | Yes (X) | $122,759 | $0 | $0 | |||
| Karl W Einolf | ||||||||
| Acting President from 2/29/16 6/30/16 | 50.00 | Yes (X) | $244,399 | $0 | $9,794 | |||
| Jack Chielli | ||||||||
| VP, Communications from 01/2017 | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Simon Blackwell | ||||||||
| VP, Chief Transformation Officer | 50.00 | Yes (X) | $65,884 | $0 | $2,282 | |||
| Jennie Hunter-Cevera | ||||||||
| Interim Provost | 50.00 | Yes (X) | $243,750 | $0 | $6,000 | |||
| David B Rehm | ||||||||
| Professor | 50.00 | $136,939 | $0 | $1,796 | Yes (X) | |||
| Jamion A Christian | ||||||||
| Head Men's Basketball Coach | 50.00 | $177,294 | $0 | $13,302 | Yes (X) | |||
| Paula M Whetsel-Ribeau | ||||||||
| Assoc Prov- Stu Engage/Succ | 50.00 | $161,298 | $0 | $20,013 | Yes (X) | |||
| David McCarthy | ||||||||
| Assoc Provost | 50.00 | $143,124 | $0 | $4,023 | Yes (X) | |||
| Joseph Lebherz | ||||||||
| Dir Comm, Govt Corp Rel. | 50.00 | $133,728 | $0 | $19,678 | Yes (X) | |||
| Thomas H Powell | ||||||||
| Former President | 50.00 | $425,698 | $0 | $33,702 | Yes (X) | |||
| Simon Newman | ||||||||
| Former President | 50.00 | $578,703 | $0 | $1,712 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,702,416 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $243,033 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | 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 |
|---|---|---|---|---|---|
| Aramark Higher Education | |||||
| 24818 Network Place | Chicago | IL | 60673 | Dining services | $6,277,062 |
| Royall & Company | |||||
| 1920 East Parham Rd | Richmond | VA | 23228 | Student enrollment consulting | $548,000 |
| Navigator Management Partners | |||||
| PO Box 7800 Dept 781830 | Detriot | MI | 482781830 | Software Consulting | $501,441 |
| Attain LLC | |||||
| c/o PB Box 221374 | Chantilly | VA | 20151 | Software Consulting | $466,976 |
| Platinum Partners | |||||
| 532 N Las Casas Avenue | Pacific Palisades | CA | 90272 | Consulting | $301,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $20,950 | FundraisingAmt |
| Government Grants | $2,496,300 | GovernmentGrantsAmt |
| All Other Contributions | $7,380,333 | AllOtherContributionsAmt |
| Noncash Contributions | $233,732 | NoncashContributionsAmt |
| Total Contributions | $9,897,583 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition & fees | 611310 | $69,020,510 | $69,020,510 | |
| Auxiliary enterprise | 611710 | $20,360,203 | $20,215,923 | $144,280 |
| conferences & groups | 611600 | $90,012 | $90,012 | |
| other services | 221000 | $33,180 | $33,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $89,503,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,657,416 | TotalRevenueColumnAmt |
| Exclusion | $6,657,416 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306 | TotalRevenueColumnAmt |
| Exclusion | $306 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,184,173 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,012,569 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $171,604 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,604 | TotalRevenueColumnAmt |
| Exclusion | $171,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,011 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $20,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $37,058 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,953 | TotalRevenueColumnAmt |
| Exclusion | $45,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $13,358 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,740 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,618 | TotalRevenueColumnAmt |
| Exclusion | $11,618 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,288,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,236,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $267,472 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,886,897 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,374,994 | TotalAmt |
| Program Services | $32,374,994 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,905 | TotalAmt |
| Program Services | $365,642 | ProgramServicesAmt |
| Management And General | $1,684,700 | ManagementAndGeneralAmt |
| Fundraising | $152,563 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,837 | TotalAmt |
| Management And General | $603,837 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,495,312 | TotalAmt |
| Program Services | $23,544,833 | ProgramServicesAmt |
| Management And General | $2,253,282 | ManagementAndGeneralAmt |
| Fundraising | $697,197 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,791 | TotalAmt |
| Program Services | $963,740 | ProgramServicesAmt |
| Management And General | $253,218 | ManagementAndGeneralAmt |
| Fundraising | $42,833 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,566,932 | TotalAmt |
| Program Services | $2,728,703 | ProgramServicesAmt |
| Management And General | $716,953 | ManagementAndGeneralAmt |
| Fundraising | $121,276 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,745 | TotalAmt |
| Program Services | $1,496,910 | ProgramServicesAmt |
| Management And General | $393,306 | ManagementAndGeneralAmt |
| Fundraising | $66,529 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,192 | TotalAmt |
| Management And General | $104,192 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,110 | TotalAmt |
| Management And General | $130,110 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,906 | TotalAmt |
| Management And General | $180,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,047 | TotalAmt |
| Program Services | $1,310,481 | ProgramServicesAmt |
| Management And General | $344,322 | ManagementAndGeneralAmt |
| Fundraising | $58,244 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,173 | TotalAmt |
| Program Services | $1,249,377 | ProgramServicesAmt |
| Management And General | $328,268 | ManagementAndGeneralAmt |
| Fundraising | $55,528 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,168 | TotalAmt |
| Program Services | $2,582,003 | ProgramServicesAmt |
| Management And General | $678,409 | ManagementAndGeneralAmt |
| Fundraising | $114,756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,248 | TotalAmt |
| Program Services | $698,635 | ProgramServicesAmt |
| Management And General | $183,563 | ManagementAndGeneralAmt |
| Fundraising | $31,050 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$30 | TotalAmt |
| Program Services | -$23 | ProgramServicesAmt |
| Management And General | -$6 | ManagementAndGeneralAmt |
| Fundraising | -$1 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,291 | TotalAmt |
| Program Services | $1,472,575 | ProgramServicesAmt |
| Management And General | $187,294 | ManagementAndGeneralAmt |
| Fundraising | $58,422 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,410 | TotalAmt |
| Program Services | $1,530,953 | ProgramServicesAmt |
| Management And General | $194,719 | ManagementAndGeneralAmt |
| Fundraising | $60,738 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,927 | TotalAmt |
| Program Services | $190,429 | ProgramServicesAmt |
| Management And General | $50,034 | ManagementAndGeneralAmt |
| Fundraising | $8,464 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,803,325 | TotalAmt |
| Program Services | $2,144,544 | ProgramServicesAmt |
| Management And General | $563,468 | ManagementAndGeneralAmt |
| Fundraising | $95,313 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,260,276 | TotalAmt |
| Program Services | $5,546,605 | ProgramServicesAmt |
| Management And General | $682,370 | ManagementAndGeneralAmt |
| Fundraising | $31,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,239 | TotalAmt |
| Program Services | $367,016 | ProgramServicesAmt |
| Management And General | $45,152 | ManagementAndGeneralAmt |
| Fundraising | $2,071 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| other expenses | $5,003,923 | $3,807,987 | $1,015,796 | $180,140 |
| Dining Services | $4,259,236 | $4,259,236 | ||
| Allowances & uncollecti | $697,389 | $697,389 | ||
| Credit Card Discount | $65,455 | $65,455 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,797,801 | TotalAmt |
| Program Services | $86,664,640 | ProgramServicesAmt |
| Management And General | $11,356,737 | ManagementAndGeneralAmt |
| Fundraising | $1,776,424 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,883 | BOYAmt |
| EOY | $17,119 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,658,341 | BOYAmt |
| EOY | $16,399,561 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,648 | BOYAmt |
| EOY | $1,752,941 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,454 | BOYAmt |
| EOY | $709,233 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,964 | BOYAmt |
| EOY | $2,860,873 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,493 | BOYAmt |
| EOY | $160,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,824 | BOYAmt |
| EOY | $1,227,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,784,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,742,138 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,569,269 | BOYAmt |
| EOY | $83,042,246 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,575,210 | BOYAmt |
| EOY | $37,986,062 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,634,368 | BOYAmt |
| EOY | $11,931,464 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,268,840 | BOYAmt |
| EOY | $6,190,757 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,730,294 | BOYAmt |
| EOY | $162,278,430 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,142,976 | BOYAmt |
| EOY | $5,359,052 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,640,837 | BOYAmt |
| EOY | $4,430,425 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,352,309 | BOYAmt |
| EOY | $55,798,888 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,421,395 | BOYAmt |
| EOY | $8,824,473 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,557,517 | BOYAmt |
| EOY | $74,412,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,628,080 | BOYAmt |
| EOY | $40,282,006 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,703,687 | BOYAmt |
| EOY | $17,892,224 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,841,010 | BOYAmt |
| EOY | $29,691,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,172,777 | BOYAmt |
| EOY | $87,865,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,730,294 | BOYAmt |
| EOY | $162,278,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,490,584 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,908,302 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,110,533 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $3,983 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $14,418 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $18,401 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | MSMU is a member of the Maryland Independent College and University Association (MICUA)> MICUA allocates a portion of the dues assessment to nondeductible lobbying and political expenditures. This represents the % of dues allocated to that activity. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $708,519 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,177,138 | BeginningYearBalanceAmt |
| Contributions | $1,778,650 | ContributionsAmt |
| Investment Earnings Or Losses | $4,386,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,840,183 | OtherExpendituresAmt |
| Administrative Expenses | $180,906 | AdministrativeExpensesAmt |
| End Year Balance | $50,321,692 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,144,575 | BeginningYearBalanceAmt |
| Contributions | $842,841 | ContributionsAmt |
| Investment Earnings Or Losses | -$844,762 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,791,559 | OtherExpendituresAmt |
| Administrative Expenses | $173,957 | AdministrativeExpensesAmt |
| End Year Balance | $46,177,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,604,515 | BeginningYearBalanceAmt |
| Contributions | $1,471,939 | ContributionsAmt |
| Investment Earnings Or Losses | $902,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,674,157 | OtherExpendituresAmt |
| Administrative Expenses | $160,334 | AdministrativeExpensesAmt |
| End Year Balance | $48,144,575 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,669,602 | BeginningYearBalanceAmt |
| Contributions | $2,568,349 | ContributionsAmt |
| Investment Earnings Or Losses | $6,080,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,569,422 | OtherExpendituresAmt |
| Administrative Expenses | $144,149 | AdministrativeExpensesAmt |
| End Year Balance | $47,604,515 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,598,585 | BeginningYearBalanceAmt |
| Contributions | $1,792,687 | ContributionsAmt |
| Investment Earnings Or Losses | $4,054,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,308,492 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,346,750 | OtherExpendituresAmt |
| Administrative Expenses | $121,274 | AdministrativeExpensesAmt |
| End Year Balance | $40,669,602 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,004,079 | OtherCostOrOtherBasisAmt |
| Book Value | $2,004,079 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,168,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,403,611 | DepreciationAmt |
| Book Value | $69,764,490 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,291 | DepreciationAmt |
| Book Value | $18,218 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,469,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,637,811 | DepreciationAmt |
| Book Value | $6,831,942 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,099,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,676,425 | DepreciationAmt |
| Book Value | $4,423,517 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,042,246 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Multi-strategy hedge funds | $3,705,689 | F |
| Life Insurance cash surrender value | $271,899 | F |
| 58,800-ISHARES RUSSELL 1000 | $7,953,876 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,931,464 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUNITIES PAYABLE | $459,686 |
| US GOVERNMENT ADVANCES FOR STUDENT LOANS | $1,467,071 |
| ASSET RETIREMENT OBLIGATIONS | $1,612,624 |
| SWAP CONTRACTS | $1,928,159 |
| DEPOSITS | $461,400 |
| Lease payable | $2,895,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,824,473 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $71,824,183 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,908,302 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$32,374,994 | OtherRevenueAmt |
| Revenue Not Reported | -$34,283,296 | RevenueNotReportedAmt |
| Revenue Subtotal | $106,107,479 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,906 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $180,906 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $106,288,385 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,241,901 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,241,901 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,906 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $32,374,994 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $32,555,900 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,797,801 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The University's collection consists of items associated with the history of the University and is maintained in the archives. There are also various works of art in chapels across campus. This collection promotes our educational purpose by providing historically significant research material for students and professors. |
| Part V, Line 4: | The University's Endowment provides funds to support student financial aid, faculty salaries and the general operations of the University. |
| Part X, Line 2: | The University is generally exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and has been classified as an organization that is not a private foundation. The University follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the University may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the University's tax positions and concluded that the University had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. No provision for income taxes was required for 2017 or 2016. Generally, the University is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2014. |
| Part XI, Line 2d - Other Adjustments: | Scholarship allowances netted against student revenue -32,374,994. |
| Part XII, Line 4b - Other Adjustments: | Scholarship allowances netted against student revenue 32,374,994. |
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 University's Non-Discrimination policy is openly reported to the public through the University's website, student catalogues, employment policies and procedures and through public relations efforts. |
| Schedule E, Part I, Line 6 | The University receives money from the State of Maryland through the State's Sellinger Program. The Sellinger program provides state funding to non-public institutions for student financial aid and other purposes. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Higher education services | $243,558 |
| Central America and the Caribbean | 0 | 0 | Program Services | Higher education services | $5,710 |
| Central America and the Caribbean | 0 | 0 | Investments | $823,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,072,338 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,072,338 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Triathalon | Event1Nm |
| Gross Receipts Event1 | $24,075 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,975 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $879 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,278 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $7,036 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $22,030 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,180 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,023 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $2,397 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $57,856 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $57,856 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,292 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,153 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $103,961 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,950 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,011 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $879 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,593 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,586 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,058 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,953 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Archdiocese of Baltimore | |||||||
| 320 CATHEDRAL STREET | Baltimore | MD | 21201 | 520591535 | 501(c)(3) | $10,000 | Silver Sponsor - Annual Gala |
| Bishop McDevitt High School | |||||||
| 125 Royal Avenue | Wyncote | PA | 19095 | 231424025 | 501(c)(3) | $10,000 | McDevitt Capital Campaign |
| Vigilant Hose Company | |||||||
| 25 W Main Street | Emmitsburg | MD | 21727 | 526064501 | $10,000 | Annual Campaign | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 1716 | RecipientCnt |
| Non Cash Assistance | $32,374,994 | NonCashAssistanceAmt |
| Valuation Method Used | book value | ValuationMethodUsedDesc |
| Non Cash Assistance | Assist with cost of tuition, room and board | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The University's use of grant funds is to provide financial aid to our students. We monitor the use of these University funds in accordance with established levels of awards based on a student's merit classification and on an annual budget. The University follows all regulations relative to the awarding of financial assistance which is monitored by the Financial Aid Office. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Trainor | ||||||||||||||
| Interim President | $150,000 | $0 | $0 | $0 | $0 | $0 | $4,000 | $0 | $11,369 | $0 | $165,369 | $0 | $0 | $0 |
| Dan S Soller | ||||||||||||||
| Former Executive Vice President | $52,947 | $0 | $0 | $0 | $201,934 | $0 | $1,639 | $0 | $6,361 | $0 | $262,881 | $0 | $6,667 | $0 |
| William E Davies | ||||||||||||||
| VP, Business & Finance | $241,092 | $0 | $0 | $0 | $12,127 | $0 | $7,513 | $0 | $27,598 | $0 | $288,330 | $0 | $0 | $0 |
| Robert J Brennan | ||||||||||||||
| VP, Advancement Services | $176,833 | $0 | $0 | $0 | $1,344 | $0 | $5,355 | $0 | $26,396 | $0 | $209,928 | $0 | $0 | $0 |
| Pauline A Engelstatter | ||||||||||||||
| VP, University Affiars | $200,551 | $0 | $0 | $0 | $4,570 | $0 | $6,273 | $0 | $25,662 | $0 | $237,056 | $0 | $0 | $0 |
| Michael A Post | ||||||||||||||
| VP, Enrollment Management | $226,936 | $0 | $0 | $0 | $506 | $0 | $7,081 | $0 | $26,463 | $0 | $260,986 | $0 | $0 | $0 |
| Karl W Einolf | ||||||||||||||
| Acting President from 2/29/16 6/30/ | $243,733 | $0 | $0 | $0 | $666 | $0 | $7,294 | $0 | $5,481 | $0 | $257,174 | $0 | $0 | $0 |
| Jennie Hunter-Cevera | ||||||||||||||
| Interim Provost | $243,750 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $249,750 | $0 | $0 | $0 |
| Jamion A Christian | ||||||||||||||
| Head Men's Basketball Coach | $170,002 | $0 | $7,000 | $0 | $292 | $0 | $5,016 | $0 | $9,250 | $0 | $191,560 | $0 | $0 | $0 |
| Paula M Whetsel-Ribeau | ||||||||||||||
| Assoc Prov- Stu Engage/Succ | $160,937 | $0 | $0 | $0 | $361 | $0 | $4,963 | $0 | $15,786 | $0 | $182,047 | $0 | $0 | $0 |
| Joseph Lebherz | ||||||||||||||
| Dir Comm, Govt Corp Rel. | $133,728 | $0 | $0 | $0 | $0 | $0 | $4,161 | $0 | $15,805 | $0 | $153,694 | $0 | $0 | $0 |
| Thomas H Powell | ||||||||||||||
| Former President | $274,653 | $0 | $0 | $0 | $151,045 | $0 | $8,130 | $0 | $25,928 | $0 | $459,756 | $0 | $149,230 | $0 |
| Simon Newman | ||||||||||||||
| Former President | $172,203 | $0 | $0 | $0 | $406,500 | $0 | $0 | $0 | $1,712 | $0 | $580,415 | $0 | $23,333 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | It is the university's policy to reimburse employees for business expenses incurred by the employee to further the mission of the university. Infrequently, in accordance with IRS guidelines, the University may reimburse an employee for the cost of a spouse who attends a function having a significant role or is involved with fundraising which constitutes a business purpose. The University has an employment contract with its interim president Tim Trainor. In accordance with the terms of this contract the University provides housing for the interim president for the convenience of the employer which is a non-taxable benefit in accordance with IRS guidelines. The University has an employment contract with its interim provost Jennie Hunter-Cevera. In accordance with the terms of this contract the University provides housing for the interim provost for the convenience of the employer which is a non-taxable benefit in accordance with IRS guidelines. |
| Part I, Lines 4a-b | Following employees received a severance payment and thse are included in the other compensation of Schedule J, Part II, Column B(III). Simon Newman $383,167 Dan Soller $194,503 The University has an employment contract with the President and the Executive Vice President. In accordance with the terms of these employment contracts, the University has established a non-qualified retirement plan and provides annual funding to the plan which is include as a non-taxable benefit in accordance with IRS guidelines. Thomas Powell received a payment in the amount of $149,230 from a supplemental nonqualified retirement plan. This amount is included in the other compensation of Schedule J, Part II, Column B(III). Simon Newman received a payment in the amount of $23,333 from a supplemental nonqualified retirement plan. This amount is included in the other compensation of Schedule J, Part II, Column B(III). Dan Soller received a payment in the amount of $6,667 from a supplemental nonqualified retirement plan. This amount is included in the other compensation of Schedule J, Part II, Column B(III). |
| Part I, Line 7 | Jamion Christian received a performance bonus. |
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 |
|---|---|---|---|---|---|---|---|---|
| County Commissioners of Frederick County | ||||||||
| A | 526000943 | 355697BL6 | 2006-01-12 | $22,065,000 | Refunding of Series 2001B and Construction of new residence hall | 0 | 0 | 0 |
| County Commissioners of Frederick County | ||||||||
| B | 526000943 | 355697CB7 | 2007-03-27 | $22,333,074 | Refunding of Series 2001A bonds and campus projects | 0 | 0 | 0 |
| Town of Emmitsburg | ||||||||
| C | 526017142 | 2007-12-21 | $10,000,000 | Renovations to residence hall and Fine Arts Center | 0 | 0 | 0 | |
| Town of Emmitsburg | ||||||||
| D | 526017142 | 2008-12-23 | $10,000,000 | Renovations to residence hall and Fine Arts Center | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,950,000 | $22,328,868 | $2,174,047 | $6,200,000 | $454,726 | $12,610,819 | 2008 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $5,545,000 | $22,218,074 | $873,685 | $16,855,000 | $335,006 | $4,323,238 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $1,231,399 | $10,000,000 | $79,416 | $9,920,584 | 2010 | 0 | 0 | Yes (1) | Yes (1) | ||
| D | $1,429,322 | $10,000,000 | $46,829 | $9,953,171 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
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 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| PNC BANK | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 15.000000000000 | 0 | 0 |
| PNC BANK | ||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 21.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
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 | Town of Emmitsburg | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 526017142 | BondIssuerEIN |
| Bond Issued | 2009-12-29 | BondIssuedDt |
| Issue Price | $1,250,000 | IssuePriceAmt |
| Purpose | Renovations to residence hall | 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 |
| Total Proceeds | $1,250,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $92,516 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,157,484 | CapitalExpendituresAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $21,000 | CashGrantAmt |
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | tuition | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,525 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $231,207 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is presented to the Audit Committee of the Board for their review prior to filing with the IRS. A copy of the form 990 is provided to each member of the University's governing body before filing the form. |
| Form 990, Part VI, Section B, line 12c | Compliance with the conflict of interest policy is monitored by the Office of the President. Conflicts with members of the Board of Trustees are disclosed, and distributed to relevant departments annually. Transactions with these parties are separately reviewed. An individual or trustee with a conflict removes themselves for the deliberations and decision. |
| Form 990, Part VI, Section B, line 15a | The President presents a self-evaluation to the Board of Trustees based on agreed upon performance goals. The Executive Committee of the Board of Trustees review salary and benefit comparison data compiled from several sources for institutions of similar size and scope. The full Board discusses the President's performance and reviews the comparative salary data. The Executive Committee makes the final decision on the President's salary and deferred compensation If applicable, which is communicated to the full Board of Trustees. The executive committee is comprised of independent members and the meetings are documented by formal minutes. For other officers or highly compensated employees, survey data provided by CUPA is used along with compensation data from peer organizations. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| Form 990, Part XI, line 9: | Change in value of split interest agreements 96,637. Change in the fair value of interest rate swap agreements 1,013,896. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mount Club Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 Old Emmitsburg Road | AddressLine1Txt |
| City | Liquour Sales | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
| Primary Activities | Liquour Sales | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | mount saint marys university | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARION I AND HENRY J KNOTT SCHOLARSHIP FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 N CHARLES ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521097109 | EIN |
| Primary Activities | TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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