KUTZTOWN UNIVERSITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KUTZTOWN UNIVERSITY FOUNDATION (EIN 23-2256893)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-15
- IRS object ID
- 201633509349300438
- Schema version
- 2015v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-15T12:39:34-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | 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 | 232256893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTZTOWN UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUTZ | BusinessNameControlTxt |
| Phone | 6106831513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WIESENBERGER ALUMNI CTR PO BOX 151 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD T RICHMOND | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6106831513 | PhoneNum |
| Signature | 2016-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA STEWART | PreparerPersonNm |
| PTIN | P01584346 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2016-12-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD T RICHMOND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WIESENBERGER ALUMNI CTR PO BOX 151 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,169,283 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KUTZTOWNUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS TO ASSIST IN DEVELOPING AND INCREASING EDUCATIONAL OPPORTUNITIES AT KUTZTOWN UNIVERSITY OF PENNSYLVANIA FOR ITS STUDENTS, FACULTY, ALUMNI AND THE GENERAL PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $126,259 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $125,259 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,690,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,377,050 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,427,996 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,272,685 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,520,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,218,717 | CYInvestmentIncomeAmt |
| PY Other Revenue | $186,708 | PYOtherRevenueAmt |
| CY Other Revenue | $436,341 | CYOtherRevenueAmt |
| PY Total Revenue | $10,825,916 | PYTotalRevenueAmt |
| CY Total Revenue | $10,304,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,424,121 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,437,041 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,617,777 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,723,764 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,063,969 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,492,313 | PYOtherExpensesAmt |
| CY Other Expenses | $4,549,405 | CYOtherExpensesAmt |
| PY Total Expenses | $7,534,211 | PYTotalExpensesAmt |
| CY Total Expenses | $7,710,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,291,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,594,583 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,238,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,960,981 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,880,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,839,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,358,658 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,121,290 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE KUTZTOWN UNIVERSITY FOUNDATION AND ALUMNI RELATIONS IS TO RAISE FUNDS TO ASSIST IN DEVELOPING AND INCREASING EDUCATIONAL OPPORTUNITIES AT KUTZTOWN UNIVERSITY OF PENNSYLVANIA FOR ITS STUDENTS, FACULTY, ALUMNI AND THE GENERAL PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $828,190 | ExpenseAmt |
| Grant | $828,190 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS TO THE STUDENTS OF KUTZTOWN UNIVERSITY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $608,851 | ExpenseAmt |
| Grant | $608,851 | GrantAmt |
| Desc | PROVIDE FINANCIAL ASSISTANCE TO KUTZTOWN UNIVERSITY AND ITS STUDENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,746,148 | ExpenseAmt |
| Revenue | $4,263,189 | RevenueAmt |
| Desc | PROVIDE AFFORDABLE AND COMFORTABLE HOUSING FOR STUDENTS OF KUTZTOWN UNIVERSITY | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $594,852 | ExpenseAmt |
| Revenue | $2,009,496 | RevenueAmt |
| Desc | PROVIDE FUNDRAISING, DEVELOPMENT, AND PHILANTHROPIC FUND ADMINISTRATION SERVICES TO KUTZTOWN UNIVERSITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $594,852 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,009,496 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,778,041 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| 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 | 20 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD T RICHMOND CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106831513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15197 KUTZTOWN ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JAMES ZELLNER | |||||||
| PRESIDENT | 10.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD ZILMER | |||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE REDNER | |||||||
| TREASURER | 10.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORLISS BACHMAN | |||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN ACANFORA | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GRAHAM ANDERSON | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK BREWER | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LESLEY FALLON | |||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GULATI | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE JAINDL | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER KNIGHT | |||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LANDIS | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| OLIN MARTH | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT DORN | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL PRESINZANO | |||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIS RAPP | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY CIOFFI | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN INKPEN | |||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW WEST | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINA MARTINEZ | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY THOMPSON | |||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $155,252 | $0 | $43,016 | ||
| EDWARD T RICHMOND | |||||||
| CFO | 50.00 | Yes (X) | $135,470 | $0 | $30,742 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $290,722 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,758 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| MRA REALTY INC | |||||
| 3 VILLAGE ROAD SUITE 200 | HORSHAM | PA | 19044 | PROPERTY MANAGEMENT SERVICES | $391,242 |
| HAZLETON PAINTING INC | |||||
| 150 BUTLER DRIVE | HAZLETON | PA | 18201 | PAINTING | $211,745 |
| DUAL TEMP | |||||
| 2050 SOUTH 12TH ST | ALLENTOWN | PA | 18103 | MAINTENANCE CONTRACT & SERVICE | $166,038 |
| SIMPLEX GRINNELL | |||||
| DEPT CH 10320 | PALATINE | IL | 600550320 | FIRE SAFETY MONITORING AND REPAIRS | $139,367 |
| ADVANCED CLEANING SOLUTIONS | |||||
| PO BOX 3223 | ALLENTOWN | PA | 18106 | CLEANING SERVICES FOR STUDENT HOUSING | $129,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,377,050 | AllOtherContributionsAmt |
| Noncash Contributions | $400,088 | NoncashContributionsAmt |
| Total Contributions | $2,377,050 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING FEES | 611710 | $4,263,189 | $4,263,189 |
| UNIVERSITY SERVICES | 611710 | $1,990,500 | $1,990,500 |
| FESTIVAL RENTAL | 611710 | $18,996 | $18,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,272,685 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,077 | TotalRevenueColumnAmt |
| Exclusion | $548,077 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,860 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $185,860 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $128,164 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$100,264 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$100,264 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$59,601 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$40,663 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,369,039 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,698,399 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $670,640 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $670,640 | TotalRevenueColumnAmt |
| Exclusion | $670,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $190,398 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $28,920 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,478 | TotalRevenueColumnAmt |
| Exclusion | $161,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $34,077 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $9,007 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,070 | TotalRevenueColumnAmt |
| Exclusion | $25,070 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $146,540 | $146,540 |
| INCREASE IN CASH SURRENDER VALUE | 900099 | $17,657 | $17,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $164,197 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,304,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,272,685 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $126,259 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,528,799 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,851 | TotalAmt |
| Program Services | $608,851 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,190 | TotalAmt |
| Program Services | $828,190 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,456 | TotalAmt |
| Program Services | $68,985 | ProgramServicesAmt |
| Management And General | $204,340 | ManagementAndGeneralAmt |
| Fundraising | $104,131 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,333 | TotalAmt |
| Program Services | $179,243 | ProgramServicesAmt |
| Management And General | $205,700 | ManagementAndGeneralAmt |
| Fundraising | $529,390 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,055 | TotalAmt |
| Program Services | $16,882 | ProgramServicesAmt |
| Management And General | $11,907 | ManagementAndGeneralAmt |
| Fundraising | $41,266 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,765 | TotalAmt |
| Program Services | $58,415 | ProgramServicesAmt |
| Management And General | $59,697 | ManagementAndGeneralAmt |
| Fundraising | $135,653 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,155 | TotalAmt |
| Program Services | $22,057 | ProgramServicesAmt |
| Management And General | $31,451 | ManagementAndGeneralAmt |
| Fundraising | $54,647 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860 | TotalAmt |
| Management And General | $1,811 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,150 | TotalAmt |
| Management And General | $36,171 | ManagementAndGeneralAmt |
| Fundraising | $979 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,528 | TotalAmt |
| Management And General | $22,907 | ManagementAndGeneralAmt |
| Fundraising | $621 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,481 | TotalAmt |
| Program Services | $78,652 | ProgramServicesAmt |
| Management And General | $9,330 | ManagementAndGeneralAmt |
| Fundraising | $67,499 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,401 | TotalAmt |
| Program Services | $73,122 | ProgramServicesAmt |
| Management And General | $21,113 | ManagementAndGeneralAmt |
| Fundraising | $52,166 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,996 | TotalAmt |
| Program Services | $12,364 | ProgramServicesAmt |
| Management And General | $99,881 | ManagementAndGeneralAmt |
| Fundraising | $9,751 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,135 | TotalAmt |
| Program Services | $1,301,135 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,014 | TotalAmt |
| Program Services | $21,751 | ProgramServicesAmt |
| Management And General | $8,710 | ManagementAndGeneralAmt |
| Fundraising | $27,553 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,225 | TotalAmt |
| Program Services | $3,947 | ProgramServicesAmt |
| Management And General | $2,360 | ManagementAndGeneralAmt |
| Fundraising | $9,918 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,346 | TotalAmt |
| Program Services | $1,552,346 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,036 | TotalAmt |
| Program Services | $403,105 | ProgramServicesAmt |
| Management And General | $4,544 | ManagementAndGeneralAmt |
| Fundraising | $4,387 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,018 | TotalAmt |
| Program Services | $171,662 | ProgramServicesAmt |
| Management And General | $45,356 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT TAXES | $32,442 | $32,442 | ||
| PROPERTY MANAGEMENT SER | $126,743 | $126,743 | ||
| FOOD | $120,412 | $2,713 | $101,918 | $15,781 |
| TAXES, PERMITS & LICENS | $82,949 | $3,361 | $79,588 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,669 | TotalAmt |
| Program Services | $69,085 | ProgramServicesAmt |
| Management And General | $64,406 | ManagementAndGeneralAmt |
| Fundraising | $10,178 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,710,210 | TotalAmt |
| Program Services | $5,778,041 | ProgramServicesAmt |
| Management And General | $868,200 | ManagementAndGeneralAmt |
| Fundraising | $1,063,969 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
| EOY | $340 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,551 | BOYAmt |
| EOY | $1,646,417 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,373 | BOYAmt |
| EOY | $753,291 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,486 | BOYAmt |
| EOY | $158,525 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,873,512 | BOYAmt |
| EOY | $32,831,659 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $21,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,410 | BOYAmt |
| EOY | $309,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,094,582 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,433,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,020,841 | BOYAmt |
| EOY | $8,660,937 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,197,979 | BOYAmt |
| EOY | $24,003,031 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,374 | BOYAmt |
| EOY | $198,388 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,972 | BOYAmt |
| EOY | $376,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,238,848 | BOYAmt |
| EOY | $68,960,981 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,842 | BOYAmt |
| EOY | $292,120 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,533,610 | BOYAmt |
| EOY | $7,025,880 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,473,108 | BOYAmt |
| EOY | $31,836,307 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,635 | BOYAmt |
| EOY | $1,890,155 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,581,995 | BOYAmt |
| EOY | $7,795,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,880,190 | BOYAmt |
| EOY | $48,839,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,553,643 | BOYAmt |
| EOY | -$4,538,103 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,340,422 | BOYAmt |
| EOY | $5,691,326 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,571,879 | BOYAmt |
| EOY | $18,968,067 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,358,658 | BOYAmt |
| EOY | $20,121,290 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,238,848 | BOYAmt |
| EOY | $68,960,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,594,583 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$934,419 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$897,532 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,727,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,723,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,012,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,690,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,377,050 | CurrentTaxYearAmt |
| Total | $12,531,146 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,727,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,723,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,012,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,690,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,377,050 | CurrentTaxYearAmt |
| Total | $12,531,146 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,140,424 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,390,722 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $446,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $587,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $565,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $569,977 | CurrentTaxYearAmt |
| Total | $2,509,247 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,335 | CurrentTaxYearAmt |
| Total | $319,147 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,197 | CurrentTaxYearAmt |
| Total | $511,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,870,947 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,114,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $135,751 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $21,725 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,384,035 | BeginningYearBalanceAmt |
| Contributions | $1,367,411 | ContributionsAmt |
| Investment Earnings Or Losses | $256,749 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $609,602 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,948,603 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,149,545 | BeginningYearBalanceAmt |
| Contributions | $1,215,210 | ContributionsAmt |
| Investment Earnings Or Losses | $682,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $663,353 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,384,035 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,065,104 | BeginningYearBalanceAmt |
| Contributions | $847,239 | ContributionsAmt |
| Investment Earnings Or Losses | $2,838,326 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $601,124 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,149,545 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,219,382 | BeginningYearBalanceAmt |
| Contributions | $490,768 | ContributionsAmt |
| Investment Earnings Or Losses | $1,659,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $304,833 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,065,104 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,096,535 | BeginningYearBalanceAmt |
| Contributions | $1,089,857 | ContributionsAmt |
| Investment Earnings Or Losses | $296,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $263,310 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,219,382 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $3,537,877 | OtherCostOrOtherBasisAmt |
| Book Value | $3,537,877 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,005,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,468,203 | DepreciationAmt |
| Book Value | $3,537,164 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $469,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $438,400 | DepreciationAmt |
| Book Value | $30,871 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,082,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,527,042 | DepreciationAmt |
| Book Value | $1,555,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,660,937 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $124,286 |
| DUE TO KUTZTOWN UNIVERSITY | $1,203,446 |
| INTEREST RATE SWAPS | $5,930,014 |
| DUE TO KUTZTOWN RESOURCE MANAGEMENT | $537,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,795,229 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,700,119 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$934,419 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $351,527 | OtherRevenueAmt |
| Revenue Not Reported | -$582,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,283,011 | RevenueSubtotalAmt |
| Other Revenues Not Included | $21,782 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,782 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,304,793 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,947,835 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,245,738 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,245,738 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,702,097 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,113 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,113 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,710,210 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE PENNSYLVANIA GERMAN CULTURAL HERITAGE CENTER COLLECTION CONSISTS OF STRUCTURES AND ARTIFACTS DEPICTING THE LIFESTYLE OF THE PENNSYLVANIA GERMAN PEOPLE WHO INHABITED THE GREATER KUTZTOWN AREA DURING THE 18TH AND 19TH CENTURIES. THE COLLECTION SUPPORTS KUTZTOWN UNIVERSITY'S PENNSYLVANIA GERMAN STUDIES PROGRAMS AND IS OPEN TO THE COMMUNITY FOR EDUCATIONAL VISITS. |
| PART V, LINE 4: | SCHOLARSHIPS FOR STUDENTS ATTENDING KUTZTOWN UNIVERSITY AND TO SUPPORT KUTZTOWN UNIVERSITY'S ACADEMIC PROGRAMS AND DEPARTMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ORGANIZATION, THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENTS OF ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE FOUNDATION FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE FOUNDATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENTS EXPENSE 28,920. KUTZTOWN RESOURCE MANAGEMENT INCOME 358,807. RENTAL EXPENSES 128,165. KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL 738,431. CHANGE IN VALUE OF INTEREST RATE SWAP -857,929. CHANGE IN VALUE OF CHARITABLE GIFT ANNUNITIES -14,094. GAIN/LOSS ON REFUNDING OF DEBT -31,023. GAMBLING EXPENSE 250. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST FROM KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL (ELIMINATED IN CONSOL.) 19,129. ROUNDING 2. TO ELIMINATE CONSOLIDATING ENTRY KPGF 2,651. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENTS EXPENSE 28,920. KUTZTOWN RESOURCE MANAGEMENT EXPENSES 263,033. RENTAL EXPENSES 128,165. KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL 825,370. GAMBLING EXPENSE 250. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -1. BOOK/TAX DEPRECIATION DIFFERENCE 5,514. TO ELIMINATE CONSOLIDATING ENTRY KPGF 2,600. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NONE | Event1Nm |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $29,757 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $8,907 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $29,757 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $8,907 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $8,907 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $20,850 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | KAY APPLE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WEISENBERGER ALUMNI CENTER PO BOX 1 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAD MULTIPLE EVENTS, HOWEVER, NO EVENT GROSSED $5,000 INDIVIDUALLY TO BE REPORTED ON THE SCHEDULE G, PART II. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTZTOWN UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 730 | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232710197 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $608,851 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GRANTS AND DIRECT SUPPORT FOR EDUCATIONAL PURPOSES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SCHOLARSHIPS TO STUDENTS AT KUTZTOWN UNIVERSITY | 698 | $800,587 | FMV |
| SCHOLARSHIPS TO STUDENTS AT OTHER INSTITUTIONS | 20 | $27,603 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT IS SET UP AS A UNIQUE PROJECT IN THE GENERAL LEDGER, AND THE GRANTEE IS NOTIFIED OF THE AMOUNT OF FUNDING AVAILABLE ALONG WITH THE APPROVED BUDGET AND ALLOWABLE EXPENDITURE CATEGORIES. GRANT PAYMENTS ARE DISBURSED ONLY UPON RECEIVING APPROPRIATE SUPPORTING DOCUMENTATION FROM THE GRANTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACEY THOMPSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $155,252 | $0 | $0 | $0 | $0 | $0 | $14,641 | $0 | $28,375 | $0 | $198,268 | $0 | $0 | $0 |
| EDWARD T RICHMOND | ||||||||||||||
| CFO | $135,470 | $0 | $0 | $0 | $0 | $0 | $12,585 | $0 | $18,157 | $0 | $166,212 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 237418629 | 2012-12-06 | $30,455,000 | SEE SCHEDULE O | 0 | 0 | 0 |
| MAXATAWNY TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 232604048 | 2016-05-02 | $7,150,000 | SEE SCHEDULE O | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $5,745,000 | $30,455,000 | $319,155 | $30,135,845 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $23,693 | $7,150,000 | $72,250 | $7,057,381 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
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 | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN KEEGAN | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | FINANCIAL PRODUCTS | 17.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| SANTANDER BANK | |||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | Yes (1) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $15,316 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $215,260 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 14 | $35,879 | FMV |
| Yes (X) | INSTRUMENTS | 5 | $25,875 | FMV |
| Yes (X) | FOOD | 4 | $16,150 | FMV |
| Yes (X) | TICKETS | 2 | $12,500 | FMV |
| Yes (X) | EQUIPMENT SCIENCE LABS | 1 | $6,150 | FMV |
| Yes (X) | EVENT DONATIONS | 5 | $3,424 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NONE OF THE BOARD COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD, ALTHOUGH MINUTES OF ALL COMMITTEE MEETINGS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT 990 IS PRESENTED TO THE BOARD OF DIRECTORS. THE PREPARING ACCOUNTANTS REVIEW THE ITEMS CONTAINED THEREIN AT THE MEETING AND THE BOARD ACCEPTS THE FORM 990 FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMMITTEE ON DIRECTORS, WITH THE ASSISTANCE OF THE FOUNDATION'S EXECUTIVE STAFF, COLLECTS AND REVIEWS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15A | BEGINNING FEBRUARY 2011, THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS EMPLOYED BY THE KUTZTOWN UNIVERSITY FOUNDATION. AS SUCH, COMPENSATION IS APPROVED BY THE BOARD AND PAID BY THE FOUNDATION. THE CHIEF FINANCIAL OFFICER'S SALARY IS APPROVED BY THE BOARD AS PART OF THE OPERATING BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS LISTED ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGES IN VALUE OF CHARITABLE GIFT ANNUITIES -14,094. CHANGES IN VALUE OF INTEREST RATE SWAPS -857,929. BOOK/TAX DEPRECIATION DIFFERENCE 5,514. GAIN/LOSS ON REFUNDING DEBT -31,023. |
| FORM 990, PART XI, LINE 2C | THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE FOUNDATION DOES HAVE AN AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
| SCHEDULE K, PART I, BOND A, COLUMN F | THE PURPOSE OF THE BOND WAS TO FINANCE THE ACQUISITION AND DEVELOPMENT OF A 45-BED DORMITORY AND OFFICE BUILDING, ANOTHER OFFICE BUILDING AND A PARKING LOT FOR THE UNIVERSITY. |
| SCHEDULE K, PART I, BOND C, COLUMN F | THE PURPOSE OF THE BOND WAS TO FINANCE THE CONSTRUCTION OF THE 1,039 BED GOLDEN BEAR VILLAGE SOUTH STUDENT RESIDENCE COMPLEX. |
| SCHEDULE K, PART I, BOND B, COLUMN F | THE PURPOSE OF THE BOND WAS TO FINANCE CAPITAL IMPROVEMENTS TO GOLDEN BEAR VILLAGE SOUTH. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KUTZTOWN RESOURCE MANAGEMENT | |||||||||||
| WIESENBERGER ALUMNI CENTER PO BOX 1 | KUTZTOWN | PA | 19530 | 232801872 | STUDENT HOUSING | PA | 501(C)(3) | 170(B)(1) (A)(IV) | KUTZTOWN UNIVERSITY FOUNDATION | 0 | |
| KUTZTOWN UNIVERSITY | |||||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | 232710197 | UNIVERSITY | PA | 501(C)(3) | 170(B)(1) (A)(II) | 0 | N/A | |
| KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL INC | |||||||||||
| WIESENBERGER ALUMNI CENTER PO BOX 3 | KUTZTOWN | PA | 19530 | 232801648 | GERMAN CULTURE EDUCATION | PA | 501(C)(4) | KUTZTOWN UNIVERSITY FOUNDATION | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KUTZTOWN UNIVERSITY | ||
| B | $608,851 | FMV |
| KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL INC | ||
| D | $612,717 | FMV |
| KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL INC | ||
| O | $191,816 | FMV |
| KUTZTOWN UNIVERSITY | ||
| E | $1,203,447 | FMV |
| KUTZTOWN RESOURCE MANAGEMENT | ||
| E | $537,483 | FMV |
| KUTZTOWN PENNSYLVANIA GERMAN FESTIVAL INC | ||
| E | $151,187 | FMV |
Comments