IMMACULATA UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IMMACULATA UNIVERSITY (EIN 23-1352648)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-18
- IRS object ID
- 201721089349300217
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T08:15:04-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 231352648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Immaculata University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT GRIESEMER | InCareOfNm |
| Business Name Control | IMMA | BusinessNameControlTxt |
| Phone | 6106474400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Catholic Conference | AddressLine1Txt |
| City | Immaculata | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193450631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GRIESEMER | PersonNm |
| Person Title | VP (Finance & Admin) | PersonTitleTxt |
| Phone | 6106474400 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrea Kyzyma | PreparerPersonNm |
| PTIN | P01273279 | PTIN |
| Phone | 2155614200 | PhoneNum |
| 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 | SISTER PATRICIA FADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 King Rd | AddressLine1Txt |
| City | Immaculata | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,593,351 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.immaculata.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS DIRECTED PRIMARILY TOWARD LIBERAL AND PROFESSIONAL EDUCATION. PLEASE SEE ATTACHMENT 1 FOR FURTHER DETAILS ON THE MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1625 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $260,968 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,881 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,283,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,944,718 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,445,544 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,711,396 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,397,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,308,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | $588,420 | PYOtherRevenueAmt |
| CY Other Revenue | $527,987 | CYOtherRevenueAmt |
| PY Total Revenue | $62,715,463 | PYTotalRevenueAmt |
| CY Total Revenue | $68,493,083 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,593,288 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,557,397 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,675,409 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,640,930 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $46,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,165,580 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,350,720 | PYOtherExpensesAmt |
| CY Other Expenses | $21,070,946 | CYOtherExpensesAmt |
| PY Total Expenses | $64,619,417 | PYTotalExpensesAmt |
| CY Total Expenses | $62,315,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,903,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,177,810 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,593,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,930,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,736,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,320,659 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,856,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,610,002 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMMACULATA UNIVERSITY (THE UNIVERSITY) IS A CATHOLIC EDUCATIONAL INSTITUTION FOUNDED FOR WOMEN IN 1920 BY THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY (THE CONGREGATION). THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS DIRECTED PRIMARILY TOWARD LIBERAL AND PROFESSIONAL EDUCATION. EFFECTIVE FALL 2005, THE UNIVERSITY EXPANDED ITS MARKET IN HIGHER EDUCATION TO INCLUDE BOTH MEN AND WOMEN IN ITS TRADITIONAL UNDERGRADUATE PROGRAM. THE UNIVERSITY OFFERS COURSES IN DISTANCE AND ONLINE INSTRUCTION IN ADDITION TO ON CAMPUS AND OFF SITE GRADUATE AND UNDERGRADUATE PROGRAMS SERVING THE ADULT LEARNER. THE UNIVERSITY, TO ATTAIN THE GOAL OF DEVELOPING THE WHOLE PERSON OF ANY FAITH WITHIN A CATHOLIC COMMUNITY, ENCOURAGES THE STUDENT TO SEE IN LIBERAL EDUCATION AN INTEGRATIVE PROCESS CONTRIBUTING TO THE FORMATION OF A TRULY EDUCATED PERSON: VALUE ORIENTED AND COMMITTED TO SEEKING THE TRUTH, PROMOTING JUSTICE, AND FOSTERING PEACE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $41,287,064 | ExpenseAmt |
| Grant | $13,264,607 | GrantAmt |
| Revenue | $48,347,427 | RevenueAmt |
| Desc | TO EDUCATE AND PROVIDE RELATED SERVICES TO STUDENTS. IN THE FALL OF 2015 AND SPRING OF 2016, THIS PROGRAM BENEFITTED 2,961 OF WHOM 976 WERE TRADITIONAL UNDERGRADUATE AND 1,171 GRADUATE STUDENTS. THIS PROGRAM ALSO CONTRIBUTED TOWARD THE GRADUATION OF 877 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,360,769 | ExpenseAmt |
| Grant | $176,700 | GrantAmt |
| Revenue | $3,481,872 | RevenueAmt |
| Desc | TO PROVIDE LIVING QUARTERS FOR STUDENTS. IN THE FALL OF 2015, THIS PROGRAM BENEFITTED 434 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,566,680 | ExpenseAmt |
| Grant | $116,090 | GrantAmt |
| Revenue | $2,259,340 | RevenueAmt |
| Desc | TO PROVIDE MEALS TO STUDENTS. ON AN ANNUALIZED BASIS, THIS PROGRAM BENEFITTED 448 STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| RevenueRevenueAmt | DescDesc |
|---|---|
| $303,486 | Food Service- Catering |
| $254,127 | Food Service- Cash Receipts |
| $63,042 | Bookstore Commission |
| $2,102 | Vending and Non Credit Workshops |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $622,757 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $47,214,513 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1625 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GRIESEMER | PersonNm |
| Phone | 6106474400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 KING RD | AddressLine1Txt |
| City | IMMACULATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19345 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Sister Lorraine McGrew | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Phyllis Bellopede | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Cancelmo | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sister Marie Anselm Cooper IHM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sister John Evelyn DiTrolio | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James Gabriele | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sr Elaine DeChantal Brookes | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Janet M Garrity CFA CTP | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Kathleen V Greatrex MD | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Cindy Egnotovich | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Lettiere | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan McCrary | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maureen H McCullough | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sr Maureen Lawrence McDermott IHM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Mary Crowley McDonald | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr James Gallagher | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sr Regina Havens IHM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sr Rita James Murphy IHM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sister Jeannine Mary Norton | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Theresa M Payton | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Reverend T Christopher Redcay | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sister Stephen Anne Roderiguez IHM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maryann Hammeke Romeo | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph F Wusinich III | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| A J Gabriele | ||||||||
| Trustee Emeriti | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| The Honorable Thomas A Pitt | ||||||||
| Trustee Emeriti | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Edward Roach | ||||||||
| Trustee Emeriti | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bernadette Maguire | ||||||||
| Trustee Emeriti | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mimi Draper-Walsh | ||||||||
| Trustee Emeriti | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sister R Patricia Fadden | ||||||||
| President | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sister Ann Heath | ||||||||
| VP Academic Affairs | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jennifer Sauer | ||||||||
| VP for Finance and Admin | 40.0 | 0.0 | $185,564 | $0 | $13,072 | Yes (X) | ||
| Kevin Quinn | ||||||||
| VP OF UNIV. ADV. & COMM. | 40.0 | 0.0 | $155,531 | $0 | $9,263 | Yes (X) | ||
| John Stafford | ||||||||
| VP for Student Development | 40.0 | 0.0 | $129,372 | $0 | $8,549 | Yes (X) | ||
| Janet Kane | ||||||||
| Asst VP Academic Affairs | 40.0 | 0.0 | $137,659 | $0 | $10,511 | Yes (X) | ||
| Jed Yalof | ||||||||
| Professor | 40.0 | 0.0 | $135,746 | $0 | $6,823 | Yes (X) | ||
| Kerry Jones | ||||||||
| Dir Capital Program Mgmt | 40.0 | 0.0 | $141,081 | $0 | $8,623 | Yes (X) | ||
| Cynthia Gorton | ||||||||
| Controller | 40.0 | 0.0 | $129,411 | $0 | $7,064 | Yes (X) | ||
| Michael Salem | ||||||||
| Chief Information Officer | 40.0 | 0.0 | $147,033 | $0 | $9,828 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,161,397 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,733 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Independence Blue Cross | |||||
| 1901 Market St 28th floor | PHILADELPHIA | PA | 19103 | Health Insurance | $2,499,675 |
| ARAMARK CORPORATION | |||||
| POBOX 198532 | ATLANTA | GA | 30384 | Campus Serv/Fac Mgmt | $1,299,440 |
| ELLUCIAN COMPANY | |||||
| 2300 MAITLAND CENTER PKWY | MAITLAND | FL | 32751 | CONSULTANT | $2,401,731 |
| Sisters of IHM - VMHS | |||||
| 1140 King Rd | IMMACULATA | PA | 19345 | Student Teaching | $923,147 |
| Parkhurst Dining | |||||
| PO Box 644091 | PITTSBURGH | PA | 15264 | Campus Serv/Fac Mgmt | $908,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $73,421 | FundraisingAmt |
| Related Organizations | $5,250,706 | RelatedOrganizationsAmt |
| Government Grants | $1,054,017 | GovernmentGrantsAmt |
| All Other Contributions | $5,566,574 | AllOtherContributionsAmt |
| Noncash Contributions | $3,322,901 | NoncashContributionsAmt |
| Total Contributions | $11,944,718 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION / FEES | 900099 | $48,347,427 | $48,347,427 |
| RESIDENT HALLS | 900099 | $3,481,872 | $3,481,872 |
| STUDENT BOARD PLAN | 900099 | $2,259,340 | $2,259,340 |
| FOOD SVCS-CATERING | 900099 | $303,486 | $303,486 |
| IU CASH RECEIPTS | 900099 | $254,127 | $254,127 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,144 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,711,396 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,309,660 | TotalRevenueColumnAmt |
| Exclusion | $1,309,660 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $440,415 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,908 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $407,507 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,507 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $260,968 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,539 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,448 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,126 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$678 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$678 | TotalRevenueColumnAmt |
| Exclusion | -$678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,234 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $73,421 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,234 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARKING FEE/PERMITS | 812930 | $48,760 | $48,760 |
| TRANSCRIPT INCOME | 900099 | $18,836 | $18,836 |
| FORFEIT STUDENT DEPOSITS | 900099 | $15,195 | $15,195 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,689 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,480 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,493,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,831,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $260,968 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,455,521 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,557,397 | TotalAmt |
| Program Services | $13,557,397 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,060 | TotalAmt |
| Program Services | $105,412 | ProgramServicesAmt |
| Management And General | $300,424 | ManagementAndGeneralAmt |
| Fundraising | $121,224 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,889,456 | TotalAmt |
| Program Services | $16,008,535 | ProgramServicesAmt |
| Management And General | $3,283,779 | ManagementAndGeneralAmt |
| Fundraising | $597,142 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,326 | TotalAmt |
| Program Services | $495,644 | ProgramServicesAmt |
| Management And General | $189,591 | ManagementAndGeneralAmt |
| Fundraising | $29,091 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,095,207 | TotalAmt |
| Program Services | $3,208,241 | ProgramServicesAmt |
| Management And General | $1,701,486 | ManagementAndGeneralAmt |
| Fundraising | $185,480 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,881 | TotalAmt |
| Program Services | $1,164,092 | ProgramServicesAmt |
| Management And General | $205,765 | ManagementAndGeneralAmt |
| Fundraising | $45,024 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,857 | TotalAmt |
| Program Services | $3,195 | ProgramServicesAmt |
| Management And General | $38,662 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,345 | TotalAmt |
| Management And General | $74,345 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Fundraising | $46,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,526 | TotalAmt |
| Program Services | $180,594 | ProgramServicesAmt |
| Management And General | $972,688 | ManagementAndGeneralAmt |
| Fundraising | $10,244 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,706,924 | TotalAmt |
| Program Services | $3,708,839 | ProgramServicesAmt |
| Management And General | $934,478 | ManagementAndGeneralAmt |
| Fundraising | $63,607 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,318,746 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $3,318,326 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,176 | TotalAmt |
| Program Services | $223,734 | ProgramServicesAmt |
| Management And General | $76,542 | ManagementAndGeneralAmt |
| Fundraising | $36,900 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,393 | TotalAmt |
| Program Services | $2,199,936 | ProgramServicesAmt |
| Management And General | $1,850,961 | ManagementAndGeneralAmt |
| Fundraising | $27,496 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,558 | TotalAmt |
| Program Services | $1,952,558 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,399,011 | TotalAmt |
| Program Services | $3,387,238 | ProgramServicesAmt |
| Management And General | $1,011,773 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,693 | TotalAmt |
| Program Services | $537,693 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUIPMENT RENTAL & MAINT | Desc |
| Total | $460,717 | TotalAmt |
| Program Services | $480,985 | ProgramServicesAmt |
| Management And General | -$23,640 | ManagementAndGeneralAmt |
| Fundraising | $3,372 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,315,273 | TotalAmt |
| Program Services | $47,214,513 | ProgramServicesAmt |
| Management And General | $13,935,180 | ManagementAndGeneralAmt |
| Fundraising | $1,165,580 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,609 | BOYAmt |
| EOY | $6,053,164 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,053,255 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,257 | BOYAmt |
| EOY | $1,394,410 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,819 | BOYAmt |
| EOY | $427,782 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,609 | BOYAmt |
| EOY | $984,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,690,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,773,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,639,428 | BOYAmt |
| EOY | $55,916,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,521,832 | BOYAmt |
| EOY | $21,429,196 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,132 | BOYAmt |
| EOY | $671,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,593,686 | BOYAmt |
| EOY | $91,930,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553,712 | BOYAmt |
| EOY | $2,595,847 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,494 | BOYAmt |
| EOY | $3,275,680 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,831,891 | BOYAmt |
| EOY | $39,380,384 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,962,145 | BOYAmt |
| EOY | $4,483,821 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,600,459 | BOYAmt |
| EOY | $2,584,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,736,701 | BOYAmt |
| EOY | $52,320,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,936,966 | BOYAmt |
| EOY | $16,423,853 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,372,866 | BOYAmt |
| EOY | $14,486,632 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,547,153 | BOYAmt |
| EOY | $8,699,517 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,856,985 | BOYAmt |
| EOY | $39,610,002 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,593,686 | BOYAmt |
| EOY | $91,930,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,177,810 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,620,478 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$171,976 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$1,632,339 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,445,622 | BeginningYearBalanceAmt |
| Contributions | $831,817 | ContributionsAmt |
| Investment Earnings Or Losses | -$497,753 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $423,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | $444,925 | OtherExpendituresAmt |
| End Year Balance | $16,911,661 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,430,461 | BeginningYearBalanceAmt |
| Contributions | $251,823 | ContributionsAmt |
| Investment Earnings Or Losses | $613,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $849,827 | OtherExpendituresAmt |
| End Year Balance | $17,445,622 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,793,610 | BeginningYearBalanceAmt |
| Contributions | $213,817 | ContributionsAmt |
| Investment Earnings Or Losses | $2,153,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $209,880 | GrantsOrScholarshipsAmt |
| Other Expenditures | $520,617 | OtherExpendituresAmt |
| End Year Balance | $17,430,461 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,145,578 | BeginningYearBalanceAmt |
| Contributions | $396,185 | ContributionsAmt |
| Investment Earnings Or Losses | $1,974,674 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $214,794 | GrantsOrScholarshipsAmt |
| Other Expenditures | $508,033 | OtherExpendituresAmt |
| End Year Balance | $15,793,610 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,732,085 | BeginningYearBalanceAmt |
| Contributions | $359,684 | ContributionsAmt |
| Investment Earnings Or Losses | -$242,809 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $216,235 | GrantsOrScholarshipsAmt |
| Other Expenditures | $487,147 | OtherExpendituresAmt |
| End Year Balance | $14,145,578 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18740 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $212,719 | OtherCostOrOtherBasisAmt |
| Book Value | $212,719 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,342,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,898,729 | DepreciationAmt |
| Book Value | $49,443,386 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,708,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,119,999 | DepreciationAmt |
| Book Value | $588,851 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,426,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,754,494 | DepreciationAmt |
| Book Value | $5,671,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $55,916,779 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONDITIONAL ASSET RETIREMENT | $2,217,125 |
| STUDENT DEPOSITS | $367,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,584,927 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,397,502 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,620,478 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,221,362 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $32,908 | OtherRevenueAmt |
| Revenue Not Reported | -$366,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,763,710 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $171,976 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $13,557,397 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,729,373 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $68,493,083 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,012,146 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,221,362 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $32,908 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,254,270 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,757,876 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,557,397 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,557,397 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,315,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended use of endowment fund | Schedule D, Part V, Line 4 The University's endowment consists of approximately 45 individual funds established for a variety of purposes including scholarships, faculty development and general operations. |
| FIN 48 Disclosure (ASC 740) | SCHEDULE D, PART X The University is qualified as a not-for-profit organization under Section 501(c)(3) of the Internal Revenue Code, as amended. Accordingly, the University is not subject to income taxes except to the extent it has taxable income from activities that are not related to its exempt purpose. The University recognizes the effect of income tax positions, if any, only if those positions are more likely than not of being sustained. No provision for income taxes was required for fiscal year 2016 or 2015. |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSE $32,908 |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XI, LINE 4B SCHOLARSHIP TUITION DISCOUNT $13,264,607 RESIDENT ASSISTANT DISCOUNTS $292,790 ----------- $13,557,397 |
| Reconciliation of Expense - Other | SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE RECLASSED TO REVENUE $32,908 |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XII, LINE 4B SCHOLARSHIP TUITION DISCOUNT $13,264,607 RESIDENT ASSISTANT DISCOUNTS $292,790 ----------- $13,557,397 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | THE UNIVERSITY PROVIDES A STATEMENT IN ALL PUBLICATIONS REGARDING ITS NONDISCRIMINATORY POLICY. |
| Schedule E, Part I, Line 6a | FEDERAL AND STATE GRANTS |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Constellation Adv LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 Colonial Drive | AddressLine1Txt |
| City | Newtown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | campaign initiative | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $46,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $46,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $98,655 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,421 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,234 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,994 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $20,313 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $927 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $98,655 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $73,421 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,234 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,994 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,313 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $927 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,234 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to Various Students | GrantTypeTxt |
| Recipient | 960 | RecipientCnt |
| Non Cash Assistance | $13,557,397 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Scholarships/Fin Aid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ISSUED BY IMMACULATA UNIVERSITY ARE PRIMARILY IN THE FORM OF SCHOLARSHIP AND GRANTS AWARDED AS PART OF FINANCIAL AID. FINANCIAL AID GRANTS AWARDED TO STUDENTS ARE DIRECTLY APPLIED BY THE UNIVERSITY TO OFFSET BILLED AMOUNTS (I.E. TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE UNIVERSITY. STUDENTS RECEIVING SCHOLARSHIPS ARE ASSESSED ON THE BASIS OF ACADEMIC ACHIEVEMENTS, FINANCIAL NEEDS, AND SIMILAR STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jennifer Sauer | |||||||||||||
| VP for Finance and Admin | $185,564 | $0 | $0 | $0 | $0 | $0 | $10,840 | $0 | $2,232 | $0 | $198,636 | $0 | $0 |
| Kevin Quinn | |||||||||||||
| VP OF UNIV. ADV. & COMM. | $155,531 | $0 | $0 | $0 | $0 | $0 | $8,831 | $0 | $432 | $0 | $164,794 | $0 | $0 |
| Michael Salem | |||||||||||||
| Chief Information Officer | $147,033 | $0 | $0 | $0 | $0 | $0 | $8,396 | $0 | $1,432 | $0 | $156,861 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE CONSTRAINTS OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. SALARY DATA IS GATHERED FROM ESTABLISHED BENCHMARKS FOR UNIVERSITY EXECUTIVE ADMINISTRATORS. THIS PROCESS IS REVIEWED ANNUALLY BY THE VP FOR FINANCE AND ADMINSTRATION. THE FOLLOWING TRUSTEES OF IMMACULATA UNIVERSITY'S BOARD OF TRUSTEES ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Lorraine McGrew, IHM Sister Marie Anselm Cooper, IHM Sister John Evelyn DiTrolio, IHM Sister Elaine DeChantal Brookes, IHM Sister Maureen Lawrence McDermott, IHM Sister Rita James Murphy, IHM SISTER JEANNINE MARY NORTON, IHM SISTER STEPHEN ANNE RODERIGUEZ, IHM SISTER REGINA HAVENS, IHM THE FOLLOWING OFFICERS OF IMMACULATA UNIVERSITY ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Patricia Fadden, IHM - President Sister Ann Heath, IHM - Vice President, Academic Affairs | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHESTER COUNTY HEALTH & ED FACILITIES AU | ||||||||
| A | 232265260 | 165579DP5 | 2005-06-26 | $23,128,100 | CAMPUS RENOVATIONS AND UPGRADES | false | false | false |
| CHESTER COUNTY HEALTH & ED FACILITIES AU | ||||||||
| B | 232265260 | 165579et6 | 2013-12-16 | $1,910,000 | CURRENT REFUNDING SERIES 2010 and | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $22,773,035 | $1,837,385 | $2,282,832 | $0 | $457,414 | $0 | $19,144,676 | $0 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $19,115,383 | $571,089 | $49,625 | $0 | $355,829 | $102,765 | $0 | $2,537,090 | $12,400,886 | $3,313,225 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | Yes (true) | false | false | Yes (true) | Ag Match Funding | 3. | Yes (true) | false | Yes (true) |
| 0 | |||||||||
| B | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II Line 3 | Total proceeds of issue: Issue price plus investment earnings |
| Part IV Column B, line 2c | The date the rebate computation was performed: 01/15/2014 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Forgiveness of Debt | 0 | $3,262,500 | Book |
| Yes (X) | MISCELLANEOUS | 0 | $5,616 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SALE OF DONATED SECURITIES BY THIRD PARTY | FormAndLineReferenceDesc |
| Explanation | IMMACULATA UNIVERSITY USES UNRELATED THIRD PARTY PENN MUTUAL TO SELL DONATED PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Line 11a | Review of form 990 AN INDEPENDENT TAX PREPARATION FIRM IS ENGAGED TO ASSIST IN COMPILING FORM 990 WITH DATA PROVIDED FROM THE BUSINESS OFFICE. UNIVERSITY MANAGEMENT REVIEWS THE FORM 990 FOR COMPLETENESS AND ACCURACY. PRIOR TO FILING, MANAGEMENT PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990 IS REVIEWED AND SIGNED BY THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION. |
| Part VI, Line 12c | Conflict of interest policy THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT AND SUBMIT SUCH STATEMENT TO THE UNIVERSITY PRESIDENT. THE PRESIDENT REVIEWS THOSE STATEMENTS FOR POTENTIAL CONFLICTS. THE DISCLOSURE STATEMENT ALSO REQUIRES ALL MEMBERS TO NOTIFY THE UNIVERSITY PRESIDENT PROMPTLY OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST AS IT ARISES, SO THAT IT CAN BE ADDRESSED IMMEDIATELY. SHOULD THERE BE A CONFLICT OF INTEREST ANY AFFECTED TRUSTEE OR OFFICER SHALL REFRAIN FROM ANY CONSIDERATION OF, OR ACTION UPON, THE TRANSACTION OR PROPOSED TRANSACTION. |
| Part VI, Line 15a | process for determining compensation of president of university SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. |
| Part VI, Line 15b | process for determining compensation THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE CONSTRAINTS OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. SALARY DATA IS GATHERED FROM CUPA AND NACUBO AND IS USED TO ESTABLISH BENCHMARKS FOR UNIVERSITY EXECUTIVE ADMINISTRATORS. THIS PROCESS WAS LAST UNDERTAKEN FOR THE FISCAL YEAR 2010-2011. |
| Part VI, Line 19 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIALS THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Part VII & Schedule J | SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE CONSTRAINTS OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. SALARY DATA IS GATHERED FROM CUPA AND NACUBO AND IS USED TO ESTABLISH BENCHMARKS FOR UNIVERSITY EXECUTIVE ADMINISTRATORS. THIS PROCESS WAS LAST UNDERTAKEN FOR THE FISCAL YEAR 2010-2011. THE FOLLOWING TRUSTEES OF IMMACULATA UNIVERSITY'S BOARD OF TRUSTEES ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Lorraine McGrew, IHM Sister Marie Anselm Cooper, IHM Sister John Evelyn DiTrolio, IHM Sister Elaine DeChantal Brookes, IHM Sister Maureen Lawrence McDermott, IHM Sister Rita James Murphy, IHM SISTER JEANNINE MARY NORTON, IHM SISTER STEPHEN ANNE RODERIGUEZ, IHM THE FOLLOWING OFFICERS OF IMMACULATA UNIVERSITY ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Patricia Fadden, IHM - President Sister Ann Heath, IHM - Vice President, Academic Affairs |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS SERVANTS OF IHM | ||||||||||
| VILLA MARIA GENERALATE 1140 KING RD | IMMACULATA | PA | 19345 | 231352569 | Religious | PA | 501(c)(3) | 02 | NA | false |
| ENSERV INC | ||||||||||
| PO BOX 665 | IMMACULATA | PA | 19345 | 232731906 | WATER TREAT. | PA | 501(c)(3) | 02 | IMMACULTA | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |