MISERICORDIA UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MISERICORDIA UNIVERSITY (EIN 24-0795406)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201610479349300446
- Schema version
- 2014v6.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PUBLIC SQUARE SUITE 400 | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISE | BusinessNameControlTxt |
| Phone | 5706746400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186121090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER FACKLER | PersonNm |
| Person Title | VP, FINANCE AND ADMIN/TREAS | PersonTitleTxt |
| Phone | 5706746400 | PhoneNum |
| Signature | 2016-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 5708200100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS J BOTZMAN PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186121090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,191,103 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MISERICORDIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGHER EDUCATION SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1488 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $485,819 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$49,038 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,668,981 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,169,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,263,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $80,876,545 | CYProgramServiceRevenueAmt |
| PY Investment Income | $563,914 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,082,301 | CYInvestmentIncomeAmt |
| PY Other Revenue | $497,648 | PYOtherRevenueAmt |
| CY Other Revenue | $655,928 | CYOtherRevenueAmt |
| PY Total Revenue | $83,993,611 | PYTotalRevenueAmt |
| CY Total Revenue | $88,784,346 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,368,961 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,218,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,534,688 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,681,928 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $248,460 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,534,167 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,974,976 | PYOtherExpensesAmt |
| CY Other Expenses | $22,184,838 | CYOtherExpensesAmt |
| PY Total Expenses | $73,878,625 | PYTotalExpensesAmt |
| CY Total Expenses | $79,334,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,114,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,450,181 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,602,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,571,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,392,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,541,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,209,800 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,029,880 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION STATEMENT: MISERICORDIA UNIVERSITY, A CATHOLIC LIBERAL ARTS INSTITUTION ESTABLISHED IN THE TRADITION OF THE SISTERS OF MERCY, FOSTERS INTELLECTUAL CURIOSITY, CRITICAL THINKING, AND RESPECT FOR PERSONS IN AN ENVIRONMENT WHERE ALL ARE WELCOME.VALUES STATEMENT: AS A COMMUNITY, WE ARE COMMITTED TO INTEGRITY AND THE VALUES OF THE SISTERS OF MERCY AS THE FOUNDATION OF UNIVERSITY LIFE. OUR VALUES ARE: MERCY THROUGH COMPASSION, LOVE AND CARING; SERVICE THROUGH SELFLESSNESS, SACRIFICE AND ACTION; JUSTICE THROUGH FAIRNESS, ACCEPTANCE AND ADVOCACY; HOSPITALITY WITH DIGNITY, RESPECT AND OPENNESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,001,984 | ExpenseAmt |
| Grant | $22,218,939 | GrantAmt |
| Revenue | $80,358,010 | RevenueAmt |
| Desc | MISERICORDIA UNIVERSITY IS A CATHOLIC, LIBERAL ARTS-BASED, CO-EDUCATIONAL UNIVERSITY FOUNDED IN 1924 AND IT IS SPONSORED BY THE RELIGIOUS SISTERS OF MERCY. THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS TO RESIDENT AND COMMUTER STUDENTS WHO CAN CHOOSE FROM MAJORS IN THREE DISTINCT ACADEMIC COLLEGES. THE COLLEGE OF ARTS AND SCIENCES OFFERS MAJOR DEGREE PROGRAMS IN BIOCHEMISTRY, BIOLOGY, CHEMISTRY, CLINICAL LABORATORY SCIENCE, COMMUNICATIONS, COMPUTER SCIENCE, ENGLISH, GOVERNMENT, LAW AND NATIONAL SECURITY, HISTORY, INFORMATION TECHNOLOGY, MATHEMATICS, MEDICAL SCIENCE, PHILOSOPHY, PHYSICIAN ASSISTANT STUDIES, AS WELL AS A NUMBER OF MINOR DEGREE PROGRAMS. SPECIALIZATIONS INCLUDE PRE-LAW (ENGLISH, HISTORY, PHILOSOPHY), PRE-PROFESSIONAL (BIOCHEMISTRY, CHEMISTRY), AND IT SECURITY.THE COLLEGE OF HEALTH SCIENCES OFFERS MAJOR DEGREE PROGRAMS IN HEALTH SCIENCE, NURSING, MEDICAL IMAGING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, DIAGNOSTIC MEDICAL SONOGRAPHY, MSN, RN-BSN, BSN-DNP, AND SPEECH-LANGUAGE PATHOLOGY AS WELL AS A MINOR DEGREE PROGRAM IN MANAGEMENT. CERTIFICATION PROGRAMS ARE AVAILABLE IN DIAGNOSTIC MEDICAL SONOGRAPHY, POST MASTERS FAMILY NURSE PRACTITIONER, TEACHER CERTIFICATION IN SPEECH AND LANGUAGE DISABILITIES, AND PEDIATRICS.SPECIALIZATIONS INCLUDE MANAGEMENT, NURSING LEADERSHIP, NURSING EDUCATION, FAMILY NURSE PRACTITIONER AND PEDIATRICS.THE COLLEGE OF HEALTH SCIENCES OFFERS ENTRY LEVEL PROFESSIONAL MASTER OF SCIENCE DEGREES IN OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH-LANGUAGE PATHOLOGY; A POST-PROFESSIONAL MASTER OF SCIENCE DEGREE IN OCCUPATIONAL THERAPY; AND POST PROFESSIONAL DOCTORIAL DEGREES IN PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND NURSING PRACTICE. THE COLLEGE OF PROFESSIONAL STUDIES AND SOCIAL SCIENCES OFFERS MAJOR DEGREE PROGRAMS IN ACCOUNTING, APPLIED BEHAVIORAL SCIENCE, BUSINESS ADMINISTRATION, EARLY CHILDHOOD AND SPECIAL EDUCATION, MIDLEVEL (GRADE 4-8) EDUCATION, HEALTH CARE MANAGEMENT, PROFESSIONAL STUDIES, PSYCHOLOGY, SOCIAL WORK, AND SPORTS MANAGEMENT ALONG WITH A NUMBER OF MINOR DEGREE PROGRAMS. CERTIFICATION PROGRAMS INCLUDE ADDICTIONS COUNSELING, EDUCATION (GRADES PRE-K-4), GERIATRIC CARE MANAGER, HEALTH CARE INFORMATICS, SECONDARY EDUCATION, PACS ADMINISTRATOR, PA READING SPECIALIST (GRADES K-12), SPECIAL EDUCATION (GRADES PRE-K-8), AND READING SPECIALIST.GRADUATE PROGRAMS INCLUDE EDUCATION, HEALTH INFORMATICS, BUSINESS ADMINISTRATION, AND ORGANIZATIONAL MANAGEMENT.SPECIALIZATIONS INCLUDE ACCOUNTING, ADDICTIONS COUNSELING, CHILD WELFARE SERVICES, FORENSIC ACCOUNTING, GENERAL BUSINESS, GERONTOLOGY, HEALTH CARE MANAGEMENT, HEALTH CARE MARKETING, HUMAN RESOURCE MANAGEMENT, INFORMATION TECHNOLOGY MANAGEMENT, INSTRUCTIONAL TECHNOLOGY, MANAGEMENT, MANAGEMENT INFORMATION SYSTEMS, MARKETING, MENTAL HEALTH INTERVENTION, READING, SPECIAL EDUCATION, SPORTS MANAGEMENT AND SELECTED SEQUENCE.THE UNIVERSITY IS REGIONALLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. OTHER ACCREDITING AGENCIES RECOGNIZING THE UNIVERSITY INCLUDE THE ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION, COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION, COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS (CAAHEP), COMMISSION ON COLLEGIATE NURSING EDUCATION, COUNCIL ON ACADEMIC ACCREDITATION IN AUDIOLOGY AND SPEECH-LANGUAGE PATHOLOGY (CAA), COUNCIL ON SOCIAL WORK EDUCATION, INTERNATIONAL ASSEMBLY FOR COLLEGIATE BUSINESS EDUCATION (IACBE), PENNSYLVANIA DEPARTMENT OF EDUCATION, THE JOINT REVIEW COMMITTEE ON EDUCATIONAL PROGRAMS IN NUCLEAR MEDICINE TECHNOLOGY, AND THE JOINT REVIEW COMMITTEE ON EDUCATION IN RADIOLOGIC TECHNOLOGY. ALSO, MISERICORDIA UNIVERSITY HAS LEGAL PERMISSION FROM THE PENNSYLVANIA STATE BOARD OF NURSE EXAMINERS TO OPERATE A SCHOOL OF NURSING IN THE COMMONWEALTH OF PENNSYLVANIA. THE MASTER'S DEGREE IN EDUCATION OFFERED BY MISERICORDIA UNIVERSITY IS FULLY APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE MASTER'S DEGREE IN NURSING IS FULLY ACCREDITED BY THE COMMISSION ON COLLEGIATE NURSING EDUCATION (CCNE) OF THE AMERICAN ASSOCIATION OF COLLEGES OF NURSING (AACN). THE PROFESSIONAL MASTER'S DEGREE PROGRAM IN OCCUPATIONAL THERAPY IS FULLY ACCREDITED BY THE ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION. THE ENTRY LEVEL PROGRAM IN PHYSICAL THERAPY IS FULLY ACCREDITED BY THE COMMISSION ON ACCREDITATION OF PHYSICAL THERAPY EDUCATION. THE TRANSITION DOCTOR OF PHYSICAL THERAPY PROGRAM (TDPT) AND THE OCCUPATIONAL THERAPY DOCTORAL PROGRAM (OTD) ARE FULLY APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE MASTER'S DEGREE IN BUSINESS ADMINISTRATION AND THE MASTER'S DEGREE IN ORGANIZATIONAL MANAGEMENT HAVE ACCREDITATION BY THE INTERNATIONAL ASSEMBLY FOR COLLEGIATE BUSINESS EDUCATION. THE PROFESSIONAL MASTER'S DEGREE PROGRAM IN SPEECH-LANGUAGE PATHOLOGY AT MISERICORDIA UNIVERSITY IS ACCREDITED BY THE COUNCIL ON ACADEMIC ACCREDITATION IN AUDIOLOGY AND SPEECH-LANGUAGE PATHOLOGY(CAA).THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (THE "ARC-PA") HAS ACCEPTED MISERICORDIA UNIVERSITY'S PLAN TO VOLUNTARILY WITHDRAW FROM THE ARC-PA ACCREDITATION PROCESS EFFECTIVE AUG. 30, 2017. UNTIL THAT TIME, THE GRADUATE PROGRAM WILL REMAIN ON ACCREDITATION PROBATION AND BE ELIGIBLE TO COMPLETE ACADEMIC INSTRUCTION TO TWO CLASSES OF GRADUATE STUDENTS AFTER WHICH TIME THE UNIVERSITY WILL BE ELIGIBLE TO REAPPLY FOR ACCREDITATION. GRADUATE STUDENTS IN THEIR DIDACTIC AND CLINICAL YEARS WILL COMPLETE THE PROGRAM AND BE ELIGIBLE TO SIT FOR THE PHYSICIAN ASSISTANT NATIONAL CERTIFYING EXAMINATION FOLLOWING COMPLETION OF THEIR STUDIES IN AUGUST 2016 AND AUGUST 2017. THE MASTER OF SCIENCE IN PHYSICIAN ASSISTANT STUDIES PROGRAM WILL NOT ACCEPT NEW STUDENTS FOR ENROLLMENT DURING THAT TIME.THE TOTAL HEADCOUNT FOR FALL 2014 INCLUDED 3,196 STUDENTS. | Desc |
| Total Program Service Expenses | $70,001,984 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1488 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD HROMISIN CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5706746400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL AMORY | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| STUART M BELL | ||||||||
| TRUSTEE (RES. 5-15) | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MSGR JOHN J BENDIK | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER L BORTON | ||||||||
| CHAIRMAN | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN BRASSINGTON | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| R GREGORY COLLINS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR RUTH A CONNOLLY | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT DAGENAIS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY ANN DILLON RSM | ||||||||
| TRUSTEE (RET. 6-15) | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARY ERWINE | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA FINAN-CASTELLANO | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD E FLACK III | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| THE HON TINA POLACHEK GARTLEY | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR MARTHA HANLON RSM | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROGER HOWELL | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP JOHNSON | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| KRISTOPHER B JONES | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LYNETT | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH MCNAMARA SULLIVAN | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY A MANETTA | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE HENRY MARQUART | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| SR CATHERINE MCGROARTY RSM | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C METZ | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL MEUSER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY HELEN NUGENT RSM | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR CAROL RITTNER RSM | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SIEGEL | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROSEMARY SIGMOND | ||||||||
| TRUSTEE (RET. 6-15) | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR DEBORAH SMITH-MILESKI | ||||||||
| VICE-CHAIR | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT J SOPER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR MAYON SYLVAIN RSM | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MURRAY UFBERG ESQ | ||||||||
| TRUSTEE (RET. 6-15) | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARK VAN LOON ESQ | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C WILLIAMS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PAUL WOELKERS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J BOTZMAN PHD | ||||||||
| PRESIDENT | 40.00 | $279,505 | $0 | $78,355 | Yes (X) | |||
| MICHAEL MACDOWELL | ||||||||
| FORMER PRESIDENT | 0.00 | $125,381 | $0 | $0 | Yes (X) | |||
| ERIC NELSON | ||||||||
| VP - FIN AND ADMIN/TREASURER | 40.00 | $156,523 | $0 | $19,711 | Yes (X) | |||
| SISTER JEAN MESSAROS RSM | ||||||||
| VP - MERCY INTEGRATION | 40.00 | $0 | $0 | $15,240 | Yes (X) | |||
| CAROL FAHNESTOCK | ||||||||
| ADMIN. ASST., PRES./ SECRETARY | 40.00 | $51,832 | $0 | $14,608 | Yes (X) | |||
| SUSAN HELWIG | ||||||||
| VP - UNIV ADVANCEMENT | 40.00 | $150,763 | $0 | $22,032 | Yes (X) | |||
| BARBARA LOFTUS | ||||||||
| VP - PLANNING, ASSESSMENT, RES. | 40.00 | $135,836 | $0 | $18,990 | Yes (X) | |||
| GLEN TELLIS | ||||||||
| PROFESSOR | 40.00 | $155,886 | $0 | $16,194 | Yes (X) | |||
| FRED CROOP | ||||||||
| DEAN-PROF. STUDIES & SOCIAL SCIENCES | 40.00 | $135,285 | $0 | $23,711 | Yes (X) | |||
| MARI KING | ||||||||
| PROFESSOR | 40.00 | $135,245 | $0 | $22,907 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,326,256 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,748 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METZ & ASSOCIATES LTD | |||||
| 301 LAKE STREET | DALLAS | PA | 18612 | FOOD SERVICE | $2,896,746 |
| POWER ENGINEERING CORP | |||||
| PO BOX 766 | WILKESBARRE | PA | 18703 | GENERAL CONSTRUCTION CONTRACTOR | $1,153,169 |
| CARROLL CONSTRUCTION CO | |||||
| PO BOX 341 | DALLAS | PA | 18612 | GENERAL CONSTRUCTION CONTRACTOR | $719,015 |
| JENZABAR | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | COMPUTER SOFTWARE | $629,347 |
| BORTON LAWSON ENGINEERING | |||||
| 613 BALTIMORE DRIVE | WILKESBARRE | PA | 18702 | GENERAL CONSTRUCTION CONTRACTOR | $347,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,975 | FundraisingAmt |
| Government Grants | $856,087 | GovernmentGrantsAmt |
| All Other Contributions | $5,279,510 | AllOtherContributionsAmt |
| Noncash Contributions | $139,167 | NoncashContributionsAmt |
| Total Contributions | $6,169,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611600 | $68,683,515 | $68,683,515 | |
| ROOM & BOARD | 721310 | $11,543,258 | $11,543,258 | |
| BOOKSTORE | 451211 | $587,468 | $587,468 | |
| STUDENT LOAN INT INC | 523000 | $29,702 | $29,702 | |
| NON-CREDIT PROGRAMMING | 611600 | $2,100 | $2,100 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,502 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $80,876,545 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $871,494 | TotalRevenueColumnAmt |
| Exclusion | $871,494 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,267 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $533 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533 | TotalRevenueColumnAmt |
| Exclusion | $533 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,589,072 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,378,265 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $210,807 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,807 | TotalRevenueColumnAmt |
| Exclusion | $210,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,991 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,975 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,225 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,234 | TotalRevenueColumnAmt |
| Exclusion | -$7,234 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUMMER CAMPS/CONFERENCES | 611710 | $433,822 | $92,905 | $340,917 | |
| CULTURAL & ALUMNI EVENTS | 611710 | $91,982 | $91,982 | ||
| STUDENT PARKING/FINES | 812930 | $78,175 | $78,175 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,730 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,920 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $662,629 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,784,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,358,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $485,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,770,945 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,218,939 | TotalAmt |
| Program Services | $22,218,939 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,590 | TotalAmt |
| Management And General | $610,590 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,975,919 | TotalAmt |
| Program Services | $22,903,994 | ProgramServicesAmt |
| Management And General | $2,215,257 | ManagementAndGeneralAmt |
| Fundraising | $856,668 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,647 | TotalAmt |
| Program Services | $1,549,311 | ProgramServicesAmt |
| Management And General | $120,392 | ManagementAndGeneralAmt |
| Fundraising | $56,944 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,463,626 | TotalAmt |
| Program Services | $3,874,637 | ProgramServicesAmt |
| Management And General | $441,782 | ManagementAndGeneralAmt |
| Fundraising | $147,207 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,905,146 | TotalAmt |
| Program Services | $1,679,843 | ProgramServicesAmt |
| Management And General | $162,473 | ManagementAndGeneralAmt |
| Fundraising | $62,830 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,382 | TotalAmt |
| Management And General | $135,382 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,800 | TotalAmt |
| Management And General | $67,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,460 | TotalAmt |
| Fundraising | $248,460 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,753 | TotalAmt |
| Management And General | $88,753 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,952,799 | TotalAmt |
| Program Services | $2,143,576 | ProgramServicesAmt |
| Management And General | $801,749 | ManagementAndGeneralAmt |
| Fundraising | $7,474 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,716 | TotalAmt |
| Program Services | $58,565 | ProgramServicesAmt |
| Management And General | $499,476 | ManagementAndGeneralAmt |
| Fundraising | $675 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,722 | TotalAmt |
| Program Services | $1,465,812 | ProgramServicesAmt |
| Management And General | $146,278 | ManagementAndGeneralAmt |
| Fundraising | $35,632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,207 | TotalAmt |
| Program Services | $520,915 | ProgramServicesAmt |
| Management And General | $897,292 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401,921 | TotalAmt |
| Program Services | $2,388,385 | ProgramServicesAmt |
| Management And General | $13,508 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,867 | TotalAmt |
| Program Services | $986,545 | ProgramServicesAmt |
| Management And General | $223,649 | ManagementAndGeneralAmt |
| Fundraising | $27,673 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,102 | TotalAmt |
| Program Services | $158,673 | ProgramServicesAmt |
| Management And General | $33,136 | ManagementAndGeneralAmt |
| Fundraising | $2,293 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,682 | TotalAmt |
| Program Services | $1,297,482 | ProgramServicesAmt |
| Management And General | $29,200 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,537,637 | TotalAmt |
| Program Services | $4,371,950 | ProgramServicesAmt |
| Management And General | $165,687 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,792 | TotalAmt |
| Program Services | $293,792 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,895,462 | $2,719,267 | $138,654 | $37,541 |
| COPYING EXPENSE | $462,597 | $344,609 | $92,092 | $25,896 |
| MEMBERSHIPS | $308,311 | $173,949 | $121,009 | $13,353 |
| BOOKSTORE | $277,284 | $277,284 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,804 | TotalAmt |
| Program Services | $574,456 | ProgramServicesAmt |
| Management And General | $793,855 | ManagementAndGeneralAmt |
| Fundraising | $11,493 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,334,165 | TotalAmt |
| Program Services | $70,001,984 | ProgramServicesAmt |
| Management And General | $7,798,014 | ManagementAndGeneralAmt |
| Fundraising | $1,534,167 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,239 | BOYAmt |
| EOY | $150,775 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,807,324 | BOYAmt |
| EOY | $7,796,362 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,735,435 | BOYAmt |
| EOY | $3,521,106 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,034 | BOYAmt |
| EOY | $1,415,859 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,293 | BOYAmt |
| EOY | $381,862 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,895 | BOYAmt |
| EOY | $356,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,301,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,195,327 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,814,921 | BOYAmt |
| EOY | $85,106,402 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,547,464 | BOYAmt |
| EOY | $50,599,828 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,267 | BOYAmt |
| EOY | $2,287,482 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,825,812 | BOYAmt |
| EOY | $5,955,888 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,602,684 | BOYAmt |
| EOY | $157,571,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,514,874 | BOYAmt |
| EOY | $3,282,603 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,459,846 | BOYAmt |
| EOY | $2,604,776 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,610,000 | BOYAmt |
| EOY | $34,394,582 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,874,142 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,934,022 | BOYAmt |
| EOY | $3,259,832 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,392,884 | BOYAmt |
| EOY | $43,541,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,603,507 | BOYAmt |
| EOY | $74,391,207 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,111,985 | BOYAmt |
| EOY | $20,020,476 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,494,308 | BOYAmt |
| EOY | $19,618,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,209,800 | BOYAmt |
| EOY | $114,029,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,602,684 | BOYAmt |
| EOY | $157,571,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,450,181 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$135,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$494,928 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,718,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,549,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,160,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,668,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,169,572 | CurrentTaxYearAmt |
| Total | $29,266,863 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,718,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,549,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,160,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,668,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,169,572 | CurrentTaxYearAmt |
| Total | $29,266,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,463,685 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,803,178 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $401,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $879,294 | CurrentTaxYearAmt |
| Total | $2,584,605 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,175 | CurrentTaxYearAmt |
| Total | $293,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,145,145 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $356,968,573 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80270 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | STUDENT PARKING/FEES - 2010 AMOUNT: $ 52,147. 2011 AMOUNT: $ 41,623. 2012 AMOUNT: $ 58,823. 2013 AMOUNT: $ 62,909. 2014 AMOUNT: $ 78,175. | ExplanationTxt |
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 | $47,250 | RevenuesIncludedAmt |
| Assets Included | $1,331,083 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,366,557 | BeginningYearBalanceAmt |
| Contributions | $4,296,423 | ContributionsAmt |
| Investment Earnings Or Losses | $964,203 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $417,606 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $122,466 | AdministrativeExpensesAmt |
| End Year Balance | $44,087,111 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,695,310 | BeginningYearBalanceAmt |
| Contributions | $5,093,521 | ContributionsAmt |
| Investment Earnings Or Losses | $4,220,136 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $548,136 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $94,274 | AdministrativeExpensesAmt |
| End Year Balance | $39,366,557 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,434,408 | BeginningYearBalanceAmt |
| Contributions | $3,009,325 | ContributionsAmt |
| Investment Earnings Or Losses | $2,738,572 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $410,414 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $76,581 | AdministrativeExpensesAmt |
| End Year Balance | $30,695,310 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,806,649 | BeginningYearBalanceAmt |
| Contributions | $1,295,755 | ContributionsAmt |
| Investment Earnings Or Losses | -$121,518 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $414,869 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $131,609 | AdministrativeExpensesAmt |
| End Year Balance | $25,434,408 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,689,944 | BeginningYearBalanceAmt |
| Contributions | $1,657,949 | ContributionsAmt |
| Investment Earnings Or Losses | $4,071,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $446,449 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $165,824 | AdministrativeExpensesAmt |
| End Year Balance | $24,806,650 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,240,229 | OtherCostOrOtherBasisAmt |
| Book Value | $1,240,229 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,123,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,529,025 | DepreciationAmt |
| Book Value | $72,594,186 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,622,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,268,183 | DepreciationAmt |
| Book Value | $4,354,352 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,655,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,398,119 | DepreciationAmt |
| Book Value | $4,257,492 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,660,143 | OtherCostOrOtherBasisAmt |
| Book Value | $2,660,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,106,402 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS & ADVANCES | $322,167 |
| ANNUITIES PAYABLE | $69,898 |
| ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $1,710,471 |
| ASSET RETIREMENT OBLIGATIONS | $59,374 |
| ACCRUED PENSION COST | $1,097,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,259,832 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,725,692 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$135,173 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$21,951,973 | OtherRevenueAmt |
| Revenue Not Reported | -$22,087,146 | RevenueNotReportedAmt |
| Revenue Subtotal | $88,812,838 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$28,492 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$28,492 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $88,784,346 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,905,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,194 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,194 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,822,418 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,511,747 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,511,747 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,334,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY MAINTAINS A COLLECTION OF PAINTINGS UTILIZED IN THE DECOR OF VARIOUS UNIVERSITY BUILDINGS, INCLUDING ITS ART GALLERY. THE UNIVERSITY'S ART GALLERY AND COLLECTION IS AN INTEGRAL PART OF THE FINE ARTS CURRICULUM. |
| PART V, LINE 4: | ANNUAL EARNINGS FROM THE UNIVERSITY'S ENDOWMENT ARE USED FOR THE FOLLOWING PURPOSES: 1. PRESERVATION OF THE ENDOWMENT PRINCIPAL TO PROVIDE CONTINUED EARNINGS. 2. USE OF AN ANNUALLY PRE-DETERMINED ENDOWMENT SPENDING RATE TO INCREASE FUNDS AVAILABLE FOR USE IN AWARDING ANNUAL SCHOLARSHIPS. 3. FUNDING OF A SPENDING RESERVE TO BE USED IN YEARS WHEN ANNUAL EARNINGS CANNOT SUPPORT THE PRESERVATION OF ENDOWMENT PRINCIPAL AND THE ENDOWMENT SPENDING RATE. |
| PART X, LINE 2: | THE UNIVERSITY IS TAX-EXEMPT AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO INTEREST ON PENALTIES WAS RECOGNIZED IN 2015 AND 2014. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT-INTEREST AGREEMENTS -33,411. MINIMUM PENSION LIABILITY ADJUSTMENT -406,815. STUDENT SCHOLARSHIPS -21,422,994. INVESTMENT FEES -88,753. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -21,225. RENTAL EXPENSES -7,267. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTEREST RATE SWAPS 54,702. FUNDRAISING EXPENSES 21,225. RENTAL EXPENSES 7,267. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS 21,422,994. INVESTMENT EXPENSES 88,753. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL/VOLUNTEERISM ACTIVITIES | $10,737 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL/VOLUNTEERISM ACTIVITIES | $18,019 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL/VOLUNTEERISM ACTIVITIES | $8,261 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $51,442 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $2,738 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $1,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $93,125 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $93,125 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| 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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | PHONATHON | 0 | $126,359 | $78,000 | $48,359 |
| JEROLD PANAS LINZY & PARTNERS | ||||||||
| 500 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | CAPITAL CAMPAIGN FEASIBILITY | 0 | $0 | $53,001 | $0 |
| MCALLISTER & QUINN LLC | ||||||||
| 1030 15TH ST NW STE 590W | WASHINGTON | DC | 20005 | SUBMISSION OF GRANTS | 0 | $0 | $117,459 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $126,359 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $248,460 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $48,359 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MU GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $47,966 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,975 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,991 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,530 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,460 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,235 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,966 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,975 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,991 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,530 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,460 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,235 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,225 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,234 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1945 | RecipientCnt |
| Cash Grant | $22,218,939 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES ITS STUDENTS WITH SCHOLARSHIPS THAT ARE AWARDED BASED ON VARIOUS CRITERIA. EACH STUDENT'S ELIGIBILITY IS VERIFIED PRIOR TO AWARDING A SCHOLARSHIP. THE UNIVERSITY POSTS THE GRANT DIRECTLY TO EACH STUDENT'S OUTSTANDING ACCOUNT BALANCE TO ENSURE THE PROPER USE OF AWARDED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J BOTZMAN PHD | ||||||||||||||
| PRESIDENT | $258,275 | $0 | $10,000 | $0 | $11,230 | $0 | $45,397 | $0 | $32,958 | $0 | $357,860 | $0 | $0 | $0 |
| MICHAEL MACDOWELL | ||||||||||||||
| FORMER PRESIDENT | $0 | $0 | $0 | $0 | $125,381 | $0 | $0 | $0 | $0 | $0 | $125,381 | $0 | $0 | $0 |
| ERIC NELSON | ||||||||||||||
| VP - FIN AND ADMIN/TREASURER | $156,523 | $0 | $0 | $0 | $0 | $0 | $12,596 | $0 | $7,115 | $0 | $176,234 | $0 | $0 | $0 |
| SUSAN HELWIG | ||||||||||||||
| VP - UNIV ADVANCEMENT | $150,763 | $0 | $0 | $0 | $0 | $0 | $12,176 | $0 | $9,856 | $0 | $172,795 | $0 | $0 | $0 |
| BARBARA LOFTUS | ||||||||||||||
| VP - PLANNING, ASSESSMENT, RES. | $135,836 | $0 | $0 | $0 | $0 | $0 | $10,731 | $0 | $8,259 | $0 | $154,826 | $0 | $0 | $0 |
| GLEN TELLIS | ||||||||||||||
| PROFESSOR | $155,886 | $0 | $0 | $0 | $0 | $0 | $9,618 | $0 | $6,576 | $0 | $172,080 | $0 | $0 | $0 |
| FRED CROOP | ||||||||||||||
| DEAN-PROF. STUDIES & SOCIAL SCIENCES | $135,285 | $0 | $0 | $0 | $0 | $0 | $10,169 | $0 | $13,542 | $0 | $158,996 | $0 | $0 | $0 |
| MARI KING | ||||||||||||||
| PROFESSOR | $135,245 | $0 | $0 | $0 | $0 | $0 | $11,190 | $0 | $11,717 | $0 | $158,152 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY FURNISHES THE PRESIDENT AND HIS FAMILY WITH HOUSING OWNED BY THE UNIVERSITY, WHICH IS REQUIRED AS A CONDITION OF EMPLOYMENT. THE PRESIDENT AND HIS FAMILY WILL RESIDE IN THE HOME THROUGHOUT HIS TERM. THE HOUSE IS ALSO USED TO HOST UNIVERSITY-RELATED FUNCTIONS. THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION AS IT QUALIFIES FOR EXCLUSION UNDER INTERNAL REVENUE CODE SECTION 119(D) DUE TO BEING REQUIRED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. THE UNIVERSITY IS RESPONSIBLE FOR PAYING THE COST OF ALL UTILITIES AND REASONABLE EXPENSES, EXCLUDING PERSONAL TELEPHONE CHARGES, INCLUDING MAINTENANCE AND RENOVATIONS TO THE PRESIDENT'S RESIDENCE AND GROUNDS. THE UNIVERSITY PAYS DUES FOR MEMBERSHIPS IN SUCH PROFESSIONAL AND COMMUNITY ASSOCIATIONS AND ORGANIZATIONS, AND FOR ATTENDANCE BY THE PRESIDENT AT CONFERENCES AND MEETINGS, AS DEEMED APPROPRIATE FOR THE PRESIDENT'S IMPLEMENTATION OF THE DUTIES OF HIS OFFICE. THIS INCLUDES MEMBERSHIP FEES TO THE WESTMORELAND CLUB AND HUNTSVILLE GOLF CLUB. THESE BENEFITS ARE NOT INCLUDED IN THE PRESIDENT'S TAXABLE COMPENSATION GIVEN THE BUSINESS NATURE SURROUNDING THESE MEMBERSHIPS. |
| PART I, LINES 4A-B | THOMAS BOTZMAN, THE PRESIDENT, PARTICIPATES IN A NON-QUALIFIED PLAN. THE UNIVERSITY CONTRIBUTED $25,000 TO THE PLAN DURING THE FISCAL YEAR. MICHAEL MACDOWELL, THE FORMER PRESIDENT, RECEIVED $125,381 DURING 2014 AS PART OF HIS SEVERANCE PACKAGE. |
| PART I, LINE 7 | THE PRESIDENT OF THE UNIVERSITY MAY RECEIVE AN INCENTIVE-BASED ANNUAL BONUS AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE DECISION TO AWARD A BONUS IS BASED UPON THE PRESIDENT'S PERFORMANCE DURING THE PREVIOUS YEAR AND MEASURED AGAINST THE GOALS, OBJECTIVES, AND EXPECTATIONS MUTUALLY ESTABLISHED BY THE PRESIDENT AND THE BOARD OF TRUSTEES ANNUALLY. |
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 |
|---|---|---|---|---|---|---|---|---|
| THE GENERAL MUNICIPAL AUTHORITY OF THE BOROUGH OF HARVEYS LAKE | ||||||||
| A | 231920749 | 417846AA0 | 2008-12-18 | $21,360,000 | PARTIAL REFUNDING OF PRIOR BOND ISSUE, FIN CAPITAL PROJS, PAY ISSUANCE COSTS | 0 | 0 | 0 |
| DALLAS AREA MUNICIPAL AUTHORITY | ||||||||
| B | 231746641 | 235171AM7 | 2014-09-02 | $29,617,498 | FULLY REFUND 2010-2012 TERM LOANS AND PARTIALLY REFUND THE 2008 BOND ISSUE. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $14,540,000 | $21,360,000 | $331,438 | $17,694,527 | $3,334,035 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,355,000 | $29,617,498 | $490,045 | $26,679,602 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,436,491 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | 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 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC BANK | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 21.400000000000 | 0 | Yes (1) | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: THE GENERAL MUNICIPAL AUTHORITY OF THE BOROUGH OF HARVEYS LAKE DATE THE REBATE COMPUTATION WAS PERFORMED: 02/07/2014 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PER IRS INSTRUCTIONS NAMES ARE NOT | PersonNm |
| Relationship With Org | PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | RelationshipWithOrgTxt |
| Cash Grant | $28,205 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | EMPLOYEE BENEFITS | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOHN C METZ | |||
| BOARD MEMBER | $2,896,746 | FOOD SERVICE FOR THE UNIVERSITY IS PROVIDED BY METZ & ASSOCIATES, LTD. JOHN C. METZ IS THE EXECUTIVE CHAIRMAN OF METZ & ASSOCIATES, LTD AND ALSO SERVES AS A BOARD MEMBER FOR THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY AND ALL TRANSACTIONS WITH METZ & ASSOCIATES, LTD ARE CONDUCTED AT ARM'S LENGTH. | 0 |
| MARK VAN LOON ESQ | |||
| BOARD MEMBER | $137,309 | LEGAL SERVICES ARE PROVIDED TO THE UNIVERSITY BY ROSENN, JENKINS, & GREENWALD, LLP. MARK VAN LOON, ESQ., A PARTNER IN THE FIRM, ALSO SERVES AS A BOARD MEMBER OF THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS WITH ROSENN, JENKINS, & GREENWALD, LLP ARE CONDUCTED AT ARM'S LENGTH. | 0 |
| PAUL SIEGEL | |||
| BOARD MEMBER | $282,248 | INSURANCE SERVICES ARE PROVIDED TO THE UNIVERSITY BY EASTERN INSURANCE AGENCY. PAUL SIEGEL, THE PRESIDENT OF THE INSURANCE AGENCY, ALSO SERVES AS A BOARD MEMBER OF THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS WITH EASTERN INSURANCE AGENCY ARE CONDUCTED AT ARM'S LENGTH. | 0 |
| CHRISTOPHER L BORTON | |||
| BOARD MEMBER | $347,312 | ENGINEERING AND ARCHITECTURAL SERVICES ARE PROVIDED TO THE UNIVERSITY BY BORTON-LAWSON ENGINEERING. CHRISTOPHER L. BORTON, THE PRESIDENT OF THE FIRM, ALSO SERVES AS A BOARD MEMBER OF THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS WITH BORTON-LAWSON ENGINEERING ARE CONDUCTED AT ARM'S LENGTH. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,172 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MEDICAL EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTORS IS REPORTED FOR ALL GIFTS. |
| PART I, LINE 32B: | THE ORGANIZATION WORKS WITH SEVERAL BROKERAGE FIRMS. THE ORGANIZATION'S POLICY IS TO LIQUIDATE GIFTED SECURITIES IMMEDIATELY UPON RECEIPT UNLESS OTHERWISE DIRECTED BY THE DONOR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OF THE POWERS OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION, WITH THE EXCEPTION OF REMOVING OR APPOINTING THE PRESIDENT OF THE UNIVERSITY OR TAKING ANY ACTION WHICH HAS SPECIFICALLY BEEN RESERVED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING RELATIONSHIPS WERE DISCLOSED AMONG BOARD MEMBERS: KRISTOPHER JONES AND ROBERT SOPER HAVE A BUSINESS RELATIONSHIP. HAROLD FLACK AND WILLIAM WILLIAMS HAVE A BUSINESS RELATIONSHIP. HAROLD FLACK AND STUART BELL HAVE A BUSINESS RELATIONSHIP. WILLIAM WILLIAMS AND MARY ERWINE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY SHALL BE THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE RIGHT TO APPOINT AND REAPPOINT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS RESERVED FOR THE SOLE MEMBER INCLUDE: 1. CHANGES IN INSTITUTIONAL PURPOSE 2. APPOINTMENT OF A PRESIDENT OF THE UNIVERSITY 3. MERGER OR CONSOLIDATION OF THE INSTITUTION WITH ANOTHER CORPORATION 4. SALE, MORTGAGE, PURCHASE, OR LEASE OF REAL PROPERTY AFFECTING MORE THAN FIVE PERCENT OF CORPORATE ASSETS, LOANS EXCEEDING FIVE PERCENT OF CORPORATE ASSETS, AND DISPOSITION OF CORPORATE ASSETS EXCEEDING ONE PERCENT OF CORPORATE ASSETS. 5. MATTERS REQUIRED BY CANON LAW 6. APPROVAL OF AMENDMENTS TO THE BY-LAWS |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER PREPARATION, A COMPLETE COPY OF FORMS 990 AND 990-T ARE REVIEWED EXTENSIVELY BY THE UNIVERSITY'S FINANCIAL MANAGEMENT AREA IN CONSULTATION WITH THE UNIVERSITY'S INDEPENDENT TAX PROFESSIONALS. UPON COMPLETION OF THAT REVIEW PROCESS THE UNIVERSITY PROVIDES FORM 990 AND 990-T TO THE UNIVERSITY'S AUDIT COMMITTEE. THE UNIVERSITY'S AUDIT COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES. AS OUTLINED IN THE AUDIT COMMITTEE CHARTER, ONE OF THE AUDIT COMMITTEE'S RESPONSIBILITIES IS TO ANNUALLY REVIEW AND APPROVE FEDERAL FORM 990 AND FORM 990-T PRIOR TO FILING. AFTER REVIEW AND APPROVAL BY THE AUDIT COMMITTEE, COPIES OF FORMS 990 AND 990-T ARE PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO THE FILING DUE DATE VIA A WEB-BASED SECURE LINK. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL MEMBERS OF THE BOARD OF TRUSTEES, INSTITUTIONAL OFFICERS, FACULTY AND EMPLOYEES OF THE UNIVERSITY. A DISCLOSURE AND CONFLICT OF INTEREST FORM DETAILS INFORMATION REGARDING SUBSTANTIVE, COMPETING, BUSINESS AND FAMILIAL RELATIONSHIPS THAT MAY REPRESENT A CONFLICT OF INTEREST. ANY SUCH RELATIONSHIPS INCLUDING POSSIBLE SUBSTANTIAL BENEFITS ARE DETAILED ON THE DISCLOSURE AND CONFLICT OF INTEREST FORM. MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO COMPLETE A NEW DISCLOSURE AND CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES AND ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE PRESIDENT AND THE HUMAN RESOURCES DEPARTMENT AS CONSIDERED NECESSARY. BOARD MEMBERS AND OTHER OFFICERS ABSTAIN FROM ANY DECISIONS MADE BY THE BOARD WHEN A CONFLICT IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY'S EXECUTIVE COMMITTEE, WHICH ALSO SERVES AS THE COMPENSATION COMMITTEE, PERIODICALLY ENGAGES AN INDEPENDENT CONSULTING FIRM TO ASSIST IN DETERMINING EXECUTIVE COMPENSATION WITHIN A PRE-DETERMINED COMPENSATION PHILOSOPHY. THE FIRM'S REVIEW IS BASED UPON MARKET EVALUATION OF ITEMS INCLUDING THE UNIVERSITY'S PEER INSTITUTIONS' STATISTICS, FAIR MARKET RANGE WITHIN THE INDUSTRY, AND COMPENSATION AND BENEFITS IN COMPLIANCE WITH APPROPRIATE PROVISIONS OF THE INTERNAL REVENUE CODE. SALARY ADJUSTMENTS AND BONUSES FOR THE PRESIDENT ARE DISCUSSED AND DOCUMENTED AT THE EXECUTIVE COMMITTEE LEVEL. ALL OTHER EMPLOYEES, INCLUDING KEY EMPLOYEES, HAVE THEIR COMPENSATION DECIDED UPON DATE OF HIRE. SUBSEQUENT RAISES ARE DETERMINED BASED ON AN ANNUAL UNIVERSITY-WIDE INCREASE. FAIR MARKET COMPENSATION FOR THE INDUSTRY IS CONSIDERED IN ALL COMPENSATION DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALTHOUGH THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ROUTINELY AVAILABLE TO THE PUBLIC, THE DOCUMENTS ARE AVAILABLE UPON REQUEST. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS INCLUDED IN THE HUMAN RESOURCES POLICIES AND PROCEDURES MANUAL AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY PROACTIVELY SUBMITS ITS FINANCIAL STATEMENTS TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) WEBSITE. IN ADDITION, THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT-INTEREST AGREEMENTS -33,411. MINIMUM PENSION LIABILTY ADJUSTMENT -406,815. INTEREST RATE SWAPS -54,702. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONFERENCE FOR MERCY HIGHER EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 COLESVILLE ROAD STE 300 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT OF CATHOLIC HIGHER ED | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| PERPETUAL TRUST (1) | ||||
| INVESTMENTS | PA | PNC BANK | T | 0 |
| PERPETUAL TRUST (1) | ||||
| INVESTMENTS | PA | BNY MELLON WEALTH MGT | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |