UNION THEOLOGICAL SEMINARY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNION THEOLOGICAL SEMINARY (EIN 13-1624238)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349305095
- Schema version
- 2015v3.0
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T14:58:32-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 TICE BOULEVARD SUITE 315 | AddressLine1Txt |
| City | WOODCLIFF LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION THEOLOGICAL SEMINARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 2126627100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERENE JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126627100 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN M FLYNN | PreparerPersonNm |
| PTIN | P00739850 | PTIN |
| Phone | 2017129800 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SERENE JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,910,441 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTSNYC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1836 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THEOLOGICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 278 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $896,674 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$13,584 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,845,877 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,943,848 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,961,654 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,711,098 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,237,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,777,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $132,132 | PYOtherRevenueAmt |
| CY Other Revenue | $86,082 | CYOtherRevenueAmt |
| PY Total Revenue | $24,176,955 | PYTotalRevenueAmt |
| CY Total Revenue | $18,518,388 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,516,746 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,524,958 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,092,913 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,449,599 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,022,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,862,496 | PYOtherExpensesAmt |
| CY Other Expenses | $9,378,138 | CYOtherExpensesAmt |
| PY Total Expenses | $23,472,155 | PYTotalExpensesAmt |
| CY Total Expenses | $24,352,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $704,800 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,834,307 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,061,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,693,325 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,852,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,612,215 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,209,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,081,110 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF UNION THEOLOGICAL SEMINARY, AN INDEPENDENT, MULTI-DENOMINATIONAL SEMINARY IN THE CITY OF NEW YORK, DERIVES FROM A CHRISTIAN HERITAGE THAT IS AT ONCE PROGRESSIVE AND EVANGELISTIC: TO EDUCATE LEADERS FOR MINISTRY IN CHURCHES AND RELATED ORGANIZATIONS, TO EXTEND THE WORK OF SOCIAL JUSTICE AND TO ENRICH THE ACADEMY THROUGH TEACHING AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,942,005 | ExpenseAmt |
| Grant | $3,524,958 | GrantAmt |
| Revenue | $10,711,098 | RevenueAmt |
| Desc | PROVIDE GRADUATE EDUCATIONAL PROGRAMS TO MORE THAN 300 FULL-TIME AND PART-TIME STUDENTS | Desc |
| Total Program Service Expenses | $15,942,005 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 278 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE MEW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122801402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 |
|---|---|---|---|---|---|---|---|
| THE REV DR SERENE JONES | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $269,173 | $0 | $107,364 | |
| WOLCOTT B DUNHAM JR | |||||||
| CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CANDELARIA | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ERIC V EVE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA A FIELD | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MILLICENT FORTUNOFF | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| FAITH E GAY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE M GEORGE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| THE REV AMY GOPP | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| THE HON WILLIAM H HUDNUT III | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| REV DR JAMES HUDNUT-BEUMLER | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J JOHNSTON | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KLASSEN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM LEHR JR | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DR TIMOTHY LIGHT | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A MILANESE | |||||||
| TRUSTEE, THRU FEB 2016 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN M MEW | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH D MOYERS | |||||||
| TRUSTEE, THRU FEB 2016 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CHANG K PARK | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T REILAND | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SLIGAR | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARIAN MARCUS WARDEN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| THE REV DR RAPHAEL G WARNOCK | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| THE REV FREDERICK DAVIE | |||||||
| SECRETARY | 40.00 | Yes (X) | $230,461 | $0 | $97,188 | ||
| RICHARD MADONNA | |||||||
| TREASURER | 40.00 | Yes (X) | $228,754 | $0 | $57,793 | ||
| EUGENE MEW | |||||||
| CONTROLLER | 40.00 | $148,871 | $0 | $25,164 | Yes (X) | ||
| MARY BOYS | |||||||
| VP ACADEMIC AFFAIRS | 40.00 | $149,252 | $0 | $81,777 | Yes (X) | ||
| JAMES CONE | |||||||
| PROFESSOR | 40.00 | $136,107 | $0 | $88,777 | Yes (X) | ||
| MICHAEL MALONEY | |||||||
| DEPUTY VP OF BUILDINGS AND GROUNDS | 40.00 | $131,546 | $0 | $35,871 | Yes (X) | ||
| CORNELL WEST | |||||||
| PROFESSOR | 40.00 | $135,265 | $0 | $93,291 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,429,429 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $587,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEWMARK GRUBB KNIGHT FRANK | |||||
| 125 PARK AVENUE | NEW YORK | NY | 10017 | FACILITIES STAFFING | $1,892,996 |
| THE NONZERO FOUNDATION INC | |||||
| 321 PROSPECT AVENUE | PRINCETON | NJ | 08540 | WEBSITE DEVELOPMENT & HOSTING | $364,000 |
| PAUL WEISS RIFKIND WHARTON & GARRISON | |||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 100196064 | LEGAL SERVICE | $252,087 |
| COMMUNITY CONSELING SERVICE | |||||
| 461 FIFTH AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | CONSULTING SERVICE | $195,000 |
| THE JEWISH THEOLOGICAL SEMINARY OF AMERI | |||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | HR SERVICES | $178,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $32,500 | GovernmentGrantsAmt |
| All Other Contributions | $4,911,348 | AllOtherContributionsAmt |
| Noncash Contributions | $1,344,736 | NoncashContributionsAmt |
| Total Contributions | $4,943,848 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RENTAL INCOME | 532000 | $6,254,813 | $5,358,139 | $896,674 |
| TUITION AND FEES | 611710 | $4,389,663 | $4,389,663 | |
| STUDENT LOAN INTEREST | 611710 | $53,792 | $53,792 | |
| AUXILIARY ENTERPRISES SALES & SER | 532000 | $12,830 | $12,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,711,098 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,272,343 | TotalRevenueColumnAmt |
| Exclusion | $1,272,343 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,897,070 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,392,053 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,505,017 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,505,017 | TotalRevenueColumnAmt |
| Exclusion | $1,505,017 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EVP FINANCE/ADMIN FEES | 900099 | $37,301 | $37,301 |
| REFUNDS | 900099 | $12,686 | $12,686 |
| UNION DAYS INCOME | 900099 | $11,340 | $11,340 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,755 | TotalRevenueColumnAmt |
| Exclusion | $24,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $86,082 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,518,388 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,814,424 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $896,674 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,863,442 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,524,958 | TotalAmt |
| Program Services | $3,524,958 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,888 | TotalAmt |
| Program Services | $558,074 | ProgramServicesAmt |
| Management And General | $321,602 | ManagementAndGeneralAmt |
| Fundraising | $66,212 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,636,721 | TotalAmt |
| Program Services | $4,505,666 | ProgramServicesAmt |
| Management And General | $2,596,485 | ManagementAndGeneralAmt |
| Fundraising | $534,570 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,828 | TotalAmt |
| Program Services | $327,938 | ProgramServicesAmt |
| Management And General | $188,982 | ManagementAndGeneralAmt |
| Fundraising | $38,908 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,244 | TotalAmt |
| Program Services | $1,058,604 | ProgramServicesAmt |
| Management And General | $610,043 | ManagementAndGeneralAmt |
| Fundraising | $125,597 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,918 | TotalAmt |
| Program Services | $304,982 | ProgramServicesAmt |
| Management And General | $175,752 | ManagementAndGeneralAmt |
| Fundraising | $36,184 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,300 | TotalAmt |
| Management And General | $93,300 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,495 | TotalAmt |
| Program Services | $3,149 | ProgramServicesAmt |
| Management And General | $54,346 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,831 | TotalAmt |
| Management And General | $107,831 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,080 | TotalAmt |
| Management And General | $1,978,080 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,244 | TotalAmt |
| Program Services | $4,416 | ProgramServicesAmt |
| Management And General | $9,828 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,752 | TotalAmt |
| Program Services | $798,593 | ProgramServicesAmt |
| Management And General | $383,337 | ManagementAndGeneralAmt |
| Fundraising | $79,822 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,428 | TotalAmt |
| Program Services | $18,530 | ProgramServicesAmt |
| Management And General | $41,114 | ManagementAndGeneralAmt |
| Fundraising | $784 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,274 | TotalAmt |
| Program Services | $851,061 | ProgramServicesAmt |
| Management And General | $78,320 | ManagementAndGeneralAmt |
| Fundraising | $1,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,113 | TotalAmt |
| Program Services | $25,739 | ProgramServicesAmt |
| Management And General | $43,050 | ManagementAndGeneralAmt |
| Fundraising | $6,324 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,912 | TotalAmt |
| Program Services | $103,285 | ProgramServicesAmt |
| Management And General | $168,724 | ManagementAndGeneralAmt |
| Fundraising | $23,903 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,262 | TotalAmt |
| Program Services | $645,262 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,191 | TotalAmt |
| Program Services | $1,604,078 | ProgramServicesAmt |
| Management And General | $60,295 | ManagementAndGeneralAmt |
| Fundraising | $818 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,665 | TotalAmt |
| Program Services | $407,933 | ProgramServicesAmt |
| Management And General | $9,732 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES AND MAINTENA | $1,159,112 | $810,266 | $275,008 | $73,838 |
| HOSPITALITY | $281,127 | $196,519 | $66,700 | $17,908 |
| BAD DEBT | $89,801 | $22,001 | $67,800 | |
| HONORARIUMS | $59,997 | $41,940 | $14,235 | $3,822 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,554 | TotalAmt |
| Program Services | $129,011 | ProgramServicesAmt |
| Management And General | $43,786 | ManagementAndGeneralAmt |
| Fundraising | $11,757 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,352,695 | TotalAmt |
| Program Services | $15,942,005 | ProgramServicesAmt |
| Management And General | $7,388,350 | ManagementAndGeneralAmt |
| Fundraising | $1,022,340 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,974,996 | BOYAmt |
| EOY | $2,803,255 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,264,456 | BOYAmt |
| EOY | $5,901,632 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,364 | BOYAmt |
| EOY | $129,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,136 | BOYAmt |
| EOY | $159,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,852,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,360,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,795,727 | BOYAmt |
| EOY | $13,492,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,666,377 | BOYAmt |
| EOY | $46,554,721 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,449,826 | BOYAmt |
| EOY | $45,040,853 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,849 | BOYAmt |
| EOY | $1,552,304 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,342 | BOYAmt |
| EOY | $58,007 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,061,773 | BOYAmt |
| EOY | $115,693,325 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,772 | BOYAmt |
| EOY | $1,797,894 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,237 | BOYAmt |
| EOY | $69,192 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,950 | BOYAmt |
| EOY | $133,611 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,505,226 | BOYAmt |
| EOY | $11,285,059 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,211 | BOYAmt |
| EOY | $2,326,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,852,396 | BOYAmt |
| EOY | $16,612,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,482,667 | BOYAmt |
| EOY | $33,638,528 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,680,846 | BOYAmt |
| EOY | $13,588,453 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,045,864 | BOYAmt |
| EOY | $51,854,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,209,377 | BOYAmt |
| EOY | $99,081,110 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,061,773 | BOYAmt |
| EOY | $115,693,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,834,307 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,062,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$231,458 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,065,206 | BeginningYearBalanceAmt |
| Contributions | $1,231,388 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,285,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,609,621 | OtherExpendituresAmt |
| End Year Balance | $95,401,816 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,549,184 | BeginningYearBalanceAmt |
| Contributions | $1,354,070 | ContributionsAmt |
| Investment Earnings Or Losses | $2,690,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,528,706 | OtherExpendituresAmt |
| End Year Balance | $105,065,206 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,281,210 | BeginningYearBalanceAmt |
| Contributions | $833,752 | ContributionsAmt |
| Investment Earnings Or Losses | $16,929,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,495,363 | OtherExpendituresAmt |
| End Year Balance | $106,549,184 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,626,367 | BeginningYearBalanceAmt |
| Contributions | $1,271,807 | ContributionsAmt |
| Investment Earnings Or Losses | $13,020,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,637,730 | OtherExpendituresAmt |
| End Year Balance | $94,281,210 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,515,547 | BeginningYearBalanceAmt |
| Contributions | $3,455,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$970,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,373,858 | OtherExpendituresAmt |
| End Year Balance | $84,626,367 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04660 | 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 | $1,928,226 | OtherCostOrOtherBasisAmt |
| Book Value | $1,928,226 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,417,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,831,082 | DepreciationAmt |
| Book Value | $10,586,610 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,208,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,979,479 | DepreciationAmt |
| Book Value | $228,702 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,298,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $549,869 | DepreciationAmt |
| Book Value | $749,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,492,563 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED TRUST FUND | $35,518,977 | F |
| ALTERNATIVE INVESTMENTS | $4,254,253 | F |
| PRIVATE PARTNERSHIP INVESTMENTS | $3,574,921 | F |
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | $1,442,966 | F |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST | $249,736 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,040,853 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFITS LIABILITIES | $746,996 |
| GIFT ANNUITY PAYABLE | $900,560 |
| REFUNDABLE ADVANCES - US GOVERNMENT GRANTS | $678,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,326,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,699,470 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,062,502 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$82,035 | OtherRevenueAmt |
| Revenue Not Reported | -$8,144,537 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,844,007 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,674,381 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,674,381 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,518,388 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,827,737 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,827,737 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,524,958 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,524,958 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,352,695 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SEMINARY HOLDS SECURITY DEPOSITS FOR STUDENTS LIVING IN HOUSING RESIDENCES. WHEN THEY VACATE, IT WILL BE RETURNED TO THE STUDENTS. |
| PART V, LINE 4: | TO PROVIDE LONG TERM SUPPORT FOR THE ORGANIZATION'S PROGRAM SERVICES. |
| PART X, LINE 2: | THE SEMINARY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SEMINARY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SEMINARY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO JULY 1, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT BENEFIT LIABILITY ADJUSTMENT -82,035. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUE 3,524,958. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 149,423. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUE 3,524,958. |
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 SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY STATEMENT ON ITS WEBSITE, IN ALL HANDBOOKS AND LITERATURE DISTRIBUTED, AND ON ALL GENERAL NEWSPAPER ADVERTISEMENT. THE ADMISSIONS BROCHURE DISCLOSES THAT IT SERVES STUDENTS OF SIGNIFICANT FINANCIAL NEED AND DIVERSE CULTURES. |
| SCHEDULE E, PART I, LINE 6 | UNION THEOLOGICAL SEMINARY RECEIVED GRANTS FOR STUDENT FINANCIAL ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION. THESE ARE FOR STUDENT LOANS UNDER THE FEDERAL FAMILY EDUCATION LOAN PROGRAM, FEDERAL PERKINS LOAN PROGRAM AND THE FEDERAL WORK STUDY PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,254,253 | RegionTotalExpendituresAmt |
| 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 | $4,254,253 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,254,253 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART IV, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING OWNERSHIP REQUIREMENT. | ExplanationTxt |
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 | GRANTS, SCHOLARSHIPS AND FELLOWSHIPS FOR TUITION | GrantTypeTxt |
| Recipient | 178 | RecipientCnt |
| Cash Grant | $3,524,958 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID OFFICE MAINTAINS THE RECORDS RELATED TO THE GRANTS APPLICATION. THE PROCEDURE IS AS FOLLOWS: THE STUDENTS APPLY ANNUALLY FOR GRANTS BASED ON THEIR FAMILIES' FINANCIAL CIRCUMSTANCES. EACH APPLICATION IS THEN REVIEWED TO DETERMINE THE AMOUNT OF GRANT THAT IS NEEDED. THE GRANTS ARE PROVIDED FROM APPROPRIATE SOURCES AND APPLIED TO EACH STUDENT'S BILL FOR TUITION, FEES, ROOM, BOARD AND OTHER CHARGES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE REV DR SERENE JONES | ||||||||||||||
| PRESIDENT | $259,758 | $0 | $0 | $0 | $9,415 | $0 | $29,700 | $0 | $77,664 | $0 | $376,537 | $0 | $0 | $0 |
| THE REV FREDERICK DAVIE | ||||||||||||||
| SECRETARY | $225,556 | $0 | $0 | $0 | $4,905 | $0 | $24,788 | $0 | $72,400 | $0 | $327,649 | $0 | $0 | $0 |
| RICHARD MADONNA | ||||||||||||||
| TREASURER | $219,345 | $0 | $0 | $0 | $9,409 | $0 | $24,527 | $0 | $33,266 | $0 | $286,547 | $0 | $0 | $0 |
| EUGENE MEW | ||||||||||||||
| CONTROLLER | $145,969 | $0 | $0 | $0 | $2,902 | $0 | $17,797 | $0 | $7,367 | $0 | $174,035 | $0 | $0 | $0 |
| MARY BOYS | ||||||||||||||
| VP ACADEMIC AFFAIRS | $143,001 | $0 | $0 | $0 | $6,251 | $0 | $18,629 | $0 | $63,148 | $0 | $231,029 | $0 | $0 | $0 |
| JAMES CONE | ||||||||||||||
| PROFESSOR | $132,123 | $0 | $0 | $0 | $3,984 | $0 | $23,010 | $0 | $65,767 | $0 | $224,884 | $0 | $0 | $0 |
| MICHAEL MALONEY | ||||||||||||||
| DEPUTY VP OF BUILDINGS AND GROUNDS | $120,316 | $0 | $0 | $0 | $11,230 | $0 | $2,605 | $0 | $33,266 | $0 | $167,417 | $0 | $0 | $0 |
| CORNELL WEST | ||||||||||||||
| PROFESSOR | $128,897 | $0 | $0 | $0 | $6,368 | $0 | $17,215 | $0 | $76,076 | $0 | $228,556 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | "AS PART OF ITS HISTORIC MISSION OF NURTURING SPIRITUAL DEVELOPMENT IN COMMUNITY FOR MINISTRY, UNION THEOLOGICAL SEMINARY REQUIRES ITS FACULTY TO RESIDE AT THE SEMINARY IN ORDER TO BE READILY AVAILABLE FOR STUDENTS AND FOR SEMINARY EVENTS. THIS HOUSING IS USED TO MEET WITH STUDENTS, HOLD CLASSES AND FOR OTHER SEMINARY PURPOSES. THE VALUE OF THE HOUSING HAS BEEN INCLUDED WHERE REQUIRED ON SCHEDULE J AS A NONTAXABLE BENEFIT. BECAUSE THE QUESTION ASKS IF THERE IS HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE, THE SEMINARY HAS NOT CHECKED THE BOX; THE SEMINARY CONSIDERS THAT THIS HOUSING IS FOR INSTITUTIONAL USE, NOT FOR PERSONAL USE." | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,344,736 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF SECURITIES | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | UNION THEOLOGICAL SEMINARY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE VP FOR FINANCE AND TREASURER AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS DISTRIBUTED ELECTRONICALLY TO THE MEMBERS OF THE AUDIT COMMITTEE FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY HAS DELEGATED ITS OVERSIGHT ROLE TO THE AUDIT COMMITTEE. ANY COMMENTS MADE BY THE AUDIT COMMITTEE ARE PRESENTED TO MANAGEMENT. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNION THEOLOGICAL SEMINARY CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IS MONITORED AND ENFORCED ANNUALLY. THE BOARD MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. THE POLICY IS MONITORED BY THE EMPLOYEE'S IMMEDIATE SUPERVISOR IN CONJUNCTION WITH THE DIRECTOR, HR AND IS OVERSEEN BY THE AUDIT COMMITTEE. IF A CONFLICT WERE TO ARISE, IT MUST BE REPORTED TO SUPERVISOR AND VP FINANCE. IF AN OFFICER OR A TRUSTEE HAD A CONFLICT OF INTEREST, THEY WOULD BE EXCUSED FROM PARTICIPATING IN THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT AND KEY ADMINISTRATORS AT UNION THEOLOGICAL SEMINARY ARE DETERMINED BY UNION'S PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES, AFTER REVIEWING GUIDELINES AND COMPARABLE DATA IN THE UTS HUMAN RESOURCES OFFICE. COMPARABLE DATA INCLUDES DATA FROM THE ASSOCIATION OF THEOLOGICAL SCHOOLS AND SURVEY OF NEIGHBORING SCHOOLS. THE DETERMINATIONS AND RESULTS OF THE COMPENSATION PROCESS ARE RECORDED ON THE MINUTES OF THE BOARD MEETINGS. THIS PROCESS WAS LAST UNDERTAKEN IN FY14. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 AND THE AUDITED FINANCIAL STATEMENT IS MADE AVAILABLE FOR THE PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 3041 BROADWAY, NEW YORK, NY 10027 OR BY CALLING THE ORGANIZATION DIRECTLY AT (212)-662-7100. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -149,423. POSTRETIREMENT BENEFIT LIABILITY ADJUSTMENT -82,035. |
| FORM 990, PART XI, LINE 2C: | UNION THEOLOGICAL SEMINARY HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND ESTABLISHING A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. |
Comments