ARCADIA UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARCADIA UNIVERSITY (EIN 23-1352620)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-03-22
- IRS object ID
- 201610839349300021
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-22T11:55:50-07:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCADIA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 2155722900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S Easton Road | AddressLine1Txt |
| City | Glenside | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Nelson | PersonNm |
| Person Title | VP Finance and Administration | PersonTitleTxt |
| Phone | 2155722943 | PhoneNum |
| Signature | 2016-03-22 | SignatureDt |
| 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 | Eric R Nelson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S Easton Road | AddressLine1Txt |
| City | Glenside | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,050,000 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.arcadia.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1853 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The Arcadia Promise affirms that students will have a distinctively global, integrative, and personal learning experience that prepares them to contribute and lead in a diverse and dynamic world. Arcadia offers unique programs such as the University-subsidized Preview program, which takes nearly 60 percent of the incoming class each year to more than a dozen international destinations as a part of their coursework; Global Field Study courses, which combine a semester of intense study on campus with an embedded study abroad component; and semester-long or yearlong component study abroad experiences. The College of Global Studies at Arcadia University offers a wide range of academic programs at Arcadia study and research centers as well as at leading universities around the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1174 | TotalEmployeeCnt |
| Total Volunteers | 1755 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$17,367 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,014,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,651,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $160,095,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $168,555,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,095,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,155,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $104,000 | PYOtherRevenueAmt |
| CY Other Revenue | $1,114,000 | CYOtherRevenueAmt |
| PY Total Revenue | $167,308,000 | PYTotalRevenueAmt |
| CY Total Revenue | $177,475,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,224,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,962,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,389,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,353,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $75,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,191,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $71,831,000 | PYOtherExpensesAmt |
| CY Other Expenses | $71,696,000 | CYOtherExpensesAmt |
| PY Total Expenses | $167,444,000 | PYTotalExpensesAmt |
| CY Total Expenses | $175,086,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$136,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,389,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $248,472,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,571,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,222,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,146,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,250,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $125,425,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Arcadia University provides a distinctively global, integrative, and personal learning experience for intellectually curious undergraduate and graduate students in preparation for a life of scholarship, service, and professional contribution. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $93,778,000 | ExpenseAmt |
| Grant | $43,116,000 | GrantAmt |
| Revenue | $110,884,000 | RevenueAmt |
| Desc | ENSURING ACCESS to quality higher education to students from economically challenged families: 32% of Arcadia's 673 new entering Fall 2014 freshmen would be the first in their families to graduate from a college; 37% of them received need-based federal Pell Grants (awarded by federal formula to students from low-income families); 2% were covered by PA Act 101 (for those whose cultural, economic, and educational disadvantages might impede their ability to succeed in college). In addition to these state and federal programs, Arcadia provides financial assistance in the form of grants and scholarships to 99% of full time undergraduate students. Among the entire Arcadia undergraduate population of 2,594 students enrolled during the fall 2014, 35% were receiving Pell Grants, 32% would be the first in their families to graduate from college, 2% were covered by Act 101, and 93% received University-financed financial assistance; 60% received Work Study support. Arcadia also provides academic support through the Gateway to Success program, which includes Act 101 services for PA residents who qualify at 200% of the poverty level and provides personal attention and resources throughout the academic year to help them succeed. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,598,000 | ExpenseAmt |
| Grant | $925,000 | GrantAmt |
| Revenue | $43,624,000 | RevenueAmt |
| Desc | Ensuring a GLOBAL OPPORTUNITY for as many students as possible: Arcadia is distinct in that all of our students--undergraduate and graduate alike--engage in integrative, real-world learning opportunities such as internships, evidence-based research, service learning, interdisciplinary study, problem-based learning, and co-curricular learning experiences that expand beyond the traditional classroom. 74% of the undergraduate class graduating in May 2015 had used their passports while they were students at Arcadia. In 2015, 397 freshmen and 48 transfer students studied in 20 locales around the globe during spring break, as part of an academic (2-credit) program. 88 freshmen studied abroad for a semester during their first year, in either England or Scotland, and 590 other Arcadia students studied abroad during 2014-15. The University has adopted a "Global Connections" undergraduate curriculum that ensures immersion with global issues through study abroad or a domestic global experience. Graduate programs also include either curricular or co-curricular (e.g., pro bono service) requirements and/or opportunities for our students. In addition to more than 4,000 students on its U.S. campuses, Arcadia provides educational opportunities at its centers and programs around the world to more than 2,500 students annually from other colleges and universities through The College of Global Studies at Arcadia University. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,971,000 | ExpenseAmt |
| Grant | $3,921,000 | GrantAmt |
| Revenue | $14,047,000 | RevenueAmt |
| Desc | We believe that living in close proximity to others who are different is a critically important way for students to learn important life skills, and we treat RESIDENTIAL LIFE at college as additional opportunities for learning. Our desire is to ensure that the living arrangements support and enhance student educational work and goals. While our primary goal is to provide safe living environments conducive to study and academic success, we encourage and support the development of the following core competencies in our students: diversity and inclusion; global perspectives; civic engagement; citizenship; self-advocacy; problem-solving; respect for others; mediation; and the development of identity, purpose, and integrity. Within the residence halls and apartments, an engaged team of paraprofessional and professional staff use the physical structure of the living environment as a tool to maximize learning moments and challenge students to develop and apply these competencies. Arcadia provides first-year students (freshmen) the option to select to live on a theme floor to add an innovative flair to the traditional housing experience by adding a more intentional, focused social opportunity based on a theme. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $148,347,000 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 521 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1174 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | GR | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric R Nelson - VP Finance | PersonNm |
| Phone | 2155722943 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S Easton Road | AddressLine1Txt |
| City | Glenside | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190383295 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Nicolette Deville Christensen | ||||||||
| President | 40 | Yes (X) | Yes (X) | $446,941 | $0 | $117,395 | ||
| Joycellen Young Auritt | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Jo Bennett | ||||||||
| Vice Chair | 5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joan Nadler Brantz | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence R Catuzzi | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Patricia DeBow | ||||||||
| Secretary | 5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thora T Easton | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Jean S Hassler | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| John W Hlywak Jr | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Thomas S Johnston | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Richard Llewellyn Jones Jr | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Mark K Kessler | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Laura M Korman | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Babette Senker Krug | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Nancy R Kyle | ||||||||
| Trustee | 3 | Yes (X) | $0 | $0 | $0 | |||
| Toya Rucker Lawson | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Charles William Lentz | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Alison Aaron Madsen | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Thomas P McCollum | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Ana Pujols McKee | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Marc Walsh McKenna | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Hugh G Moulton | ||||||||
| Trustee | 4 | Yes (X) | $0 | $0 | $0 | |||
| David A Plastino | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Clair Raubenstine | ||||||||
| Trustee | 4 | Yes (X) | $0 | $0 | $0 | |||
| Theresa P Rollins | ||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | |||
| Gerald B Rorer | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Sidney Rosenblatt | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Allison Rossett | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Madeline J Stein | ||||||||
| Vice Chair | 7 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christopher R van de Velde | ||||||||
| Chair | 7 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lyanne Lindo Wassermann | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| William U Westerfield | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Theodore V Wood Jr | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Danielle S Frank | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | 0 | ||
| Andrew Santagata | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | 0 | ||
| Matthew E Golden | ||||||||
| Vice President of University Relations | 40 | Yes (X) | $42,949 | $0 | $15,040 | |||
| Mark Lapreziosa | ||||||||
| Vice President of Enrollment Management | 40 | Yes (X) | $160,428 | $0 | $37,572 | |||
| Mary Mcrae | ||||||||
| Vice President of University Advancement | 40 | Yes (X) | $198,687 | $0 | $48,735 | |||
| Barbara F Nodine | ||||||||
| Provost and Vice President of Academic Affairs | 40 | Yes (X) | $125,742 | $0 | $17,349 | |||
| Joshua L Stern | ||||||||
| VP for Student Affairs & Dean of Students-Prior | 40 | Yes (X) | $133,782 | $0 | $19,449 | |||
| Lorna Stern | ||||||||
| Vice President of The College of Global Studies | 40 | Yes (X) | $208,640 | $0 | $43,322 | |||
| Steve O Michael | ||||||||
| Provost and VP of Academic Affairs-Prior | 40 | Yes (X) | $119,414 | $0 | $34,077 | |||
| Michael S Dryer | ||||||||
| Chair of Medical Science and Community Health | 40 | $188,585 | $0 | $23,884 | Yes (X) | |||
| Colleen M Burke | ||||||||
| Chief Operating Officer for TCGS | 40 | $177,238 | $0 | $48,527 | Yes (X) | |||
| Michael J Korolishin | ||||||||
| General Counsel | 40 | $169,827 | $0 | $34,371 | Yes (X) | |||
| John R Hoffman | ||||||||
| Founding Dean of College of Arts & Sciences | 40 | $158,326 | $0 | $49,269 | Yes (X) | |||
| Thomas J Macchi | ||||||||
| Associate VP of Facility and Capital Planning | 40 | $153,716 | $0 | $62,286 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,284,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $551,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | 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 |
|---|---|---|---|---|---|
| Delran Builders Company Inc | |||||
| 7909 Flourtown Avenue | Wyndmoor | PA | 19038 | Construction | $4,837,303 |
| Parkhurst Dining Services | |||||
| PO Box 644091 | Pittsburgh | PA | 152644901 | Dining Services | $2,675,678 |
| Aramark Higher Education | |||||
| 24818 Network Place | Chicago | IL | 606731248 | Facilities Management | $1,942,631 |
| Royall & Company | |||||
| 1920 East Parham Road | Richmond | VA | 232282206 | Student Recruitment | $795,679 |
| R & R Voice & Data Inc | |||||
| 234 West Broad Street | Hatfield | PA | 19440 | Telephones | $594,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $36,000 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,161,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,454,000 | AllOtherContributionsAmt |
| Noncash Contributions | $417,000 | NoncashContributionsAmt |
| Total Contributions | $3,651,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | $110,884,000 | $110,884,000 | $0 | $0 |
| Room & Board | 611310 | $14,047,000 | $14,047,000 | $0 | $0 |
| International Programs | 611310 | $43,624,000 | $43,624,000 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $168,555,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,426,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,426,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $480,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $294,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $186,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $998,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $269,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $729,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $729,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,000 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$6,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Food.Vend/Bkstore Commissions | 611310 | $146,000 | $0 | $0 | $146,000 |
| Student Health, PNC Commissions, & Other Misc. Fees | 611310 | $788,000 | $0 | $0 | $788,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $934,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,475,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $168,555,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,269,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,833,000 | TotalAmt |
| Program Services | $47,833,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,000 | TotalAmt |
| Program Services | $129,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769,000 | TotalAmt |
| Program Services | $900,000 | ProgramServicesAmt |
| Management And General | $622,000 | ManagementAndGeneralAmt |
| Fundraising | $247,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,247,000 | TotalAmt |
| Program Services | $31,347,000 | ProgramServicesAmt |
| Management And General | $9,585,000 | ManagementAndGeneralAmt |
| Fundraising | $315,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,635,000 | TotalAmt |
| Program Services | $1,513,000 | ProgramServicesAmt |
| Management And General | $79,000 | ManagementAndGeneralAmt |
| Fundraising | $43,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,437,000 | TotalAmt |
| Program Services | $4,295,000 | ProgramServicesAmt |
| Management And General | $3,105,000 | ManagementAndGeneralAmt |
| Fundraising | $37,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,265,000 | TotalAmt |
| Program Services | $2,971,000 | ProgramServicesAmt |
| Management And General | $196,000 | ManagementAndGeneralAmt |
| Fundraising | $98,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $281,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $188,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Fundraising | $75,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $269,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,000 | TotalAmt |
| Program Services | $205,000 | ProgramServicesAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,000 | TotalAmt |
| Program Services | $292,000 | ProgramServicesAmt |
| Management And General | $19,000 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,542,000 | TotalAmt |
| Program Services | $1,542,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,715,000 | TotalAmt |
| Program Services | $5,535,000 | ProgramServicesAmt |
| Management And General | $1,179,000 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,767,000 | TotalAmt |
| Program Services | $2,782,000 | ProgramServicesAmt |
| Management And General | $885,000 | ManagementAndGeneralAmt |
| Fundraising | $100,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,000 | TotalAmt |
| Program Services | $143,000 | ProgramServicesAmt |
| Management And General | $9,000 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,352,000 | TotalAmt |
| Program Services | $3,993,000 | ProgramServicesAmt |
| Management And General | $359,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,021,000 | TotalAmt |
| Program Services | $3,423,000 | ProgramServicesAmt |
| Management And General | $598,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,000 | TotalAmt |
| Program Services | $854,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Services-Other | $15,744,000 | $11,500,000 | $4,087,000 | $157,000 |
| International Programs Tuition | $16,593,000 | $16,593,000 | $0 | $0 |
| International Programs Housing | $7,961,000 | $7,961,000 | $0 | $0 |
| Supplies-Other | $2,592,000 | $2,170,000 | $362,000 | $60,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,114,000 | TotalAmt |
| Program Services | $2,366,000 | ProgramServicesAmt |
| Management And General | $3,705,000 | ManagementAndGeneralAmt |
| Fundraising | $43,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,086,000 | TotalAmt |
| Program Services | $148,347,000 | ProgramServicesAmt |
| Management And General | $25,548,000 | ManagementAndGeneralAmt |
| Fundraising | $1,191,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,000 | BOYAmt |
| EOY | $13,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,563,000 | BOYAmt |
| EOY | $23,493,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,453,000 | BOYAmt |
| EOY | $1,204,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,000 | BOYAmt |
| EOY | $4,086,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,610,000 | BOYAmt |
| EOY | $4,548,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,000 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,000 | BOYAmt |
| EOY | $3,527,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,248,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,863,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,155,000 | BOYAmt |
| EOY | $128,385,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,308,000 | BOYAmt |
| EOY | $57,716,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,382,000 | BOYAmt |
| EOY | $8,275,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,385,000 | BOYAmt |
| EOY | $16,214,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,472,000 | BOYAmt |
| EOY | $247,571,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,503,000 | BOYAmt |
| EOY | $11,702,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,161,000 | BOYAmt |
| EOY | $13,085,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,756,000 | BOYAmt |
| EOY | $89,079,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,802,000 | BOYAmt |
| EOY | $8,280,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,222,000 | BOYAmt |
| EOY | $122,146,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,410,000 | BOYAmt |
| EOY | $96,557,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,067,000 | BOYAmt |
| EOY | $9,870,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,773,000 | BOYAmt |
| EOY | $18,998,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,250,000 | BOYAmt |
| EOY | $125,425,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,472,000 | BOYAmt |
| EOY | $247,571,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,389,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,385,000 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $171,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,263,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,539,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,666,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,014,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,651,000 | CurrentTaxYearAmt |
| Total | $21,133,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,263,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,539,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,666,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,014,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,651,000 | CurrentTaxYearAmt |
| Total | $21,133,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,133,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,292,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,642,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,257,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,142,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,906,000 | CurrentTaxYearAmt |
| Total | $17,239,000 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,000 | CurrentTaxYearAmt |
| Total | $1,285,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,657,000 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $169,384,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53289 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55 | PublicSupportPY170Pct |
| 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 | FormAndLineReferenceDesc |
| Explanation | 2010-2013 -- Commissions; 2014 -- Commissions (146,000), Other Sources (788,000) | 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
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,878,000 | BeginningYearBalanceAmt |
| Contributions | $736,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,002,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $651,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,969,000 | OtherExpendituresAmt |
| Administrative Expenses | $269,000 | AdministrativeExpensesAmt |
| End Year Balance | $67,727,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,226,000 | BeginningYearBalanceAmt |
| Contributions | $2,092,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,248,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $545,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,840,000 | OtherExpendituresAmt |
| Administrative Expenses | $303,000 | AdministrativeExpensesAmt |
| End Year Balance | $68,878,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,942,000 | BeginningYearBalanceAmt |
| Contributions | $672,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,010,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $558,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,571,000 | OtherExpendituresAmt |
| Administrative Expenses | $269,000 | AdministrativeExpensesAmt |
| End Year Balance | $59,226,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,477,000 | BeginningYearBalanceAmt |
| Contributions | $362,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$637,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $533,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,399,000 | OtherExpendituresAmt |
| Administrative Expenses | $328,000 | AdministrativeExpensesAmt |
| End Year Balance | $52,942,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,779,000 | BeginningYearBalanceAmt |
| Contributions | $475,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,014,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $420,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,028,000 | OtherExpendituresAmt |
| Administrative Expenses | $343,000 | AdministrativeExpensesAmt |
| End Year Balance | $55,477,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,784,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,784,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $151,008,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,743,000 | DepreciationAmt |
| Book Value | $103,265,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $40,040,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,890,000 | DepreciationAmt |
| Book Value | $8,150,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,416,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,230,000 | DepreciationAmt |
| Book Value | $14,186,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $128,385,000 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| A/R-Other | $1,757,000 |
| A/R-Other-CGS | $197,000 |
| Accrued Interest Receivable-Operating | $158,000 |
| Accrued Interest Receivable-CGS | $1,000 |
| Deposits with Bond Trustees | $14,101,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,214,000 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Obligation | $36,000 |
| Annuities Payable | $356,000 |
| Accrued Post-Retirement Obligation | $4,482,000 |
| Asset Retirement Obligation | $2,633,000 |
| Refundable Loan Funds | $773,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,280,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $128,336,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,385,000 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$48,060,000 | OtherRevenueAmt |
| Revenue Not Reported | -$49,445,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $177,781,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$306,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$306,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $177,475,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $127,161,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $306,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $306,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,855,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $269,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $47,962,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,231,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $175,086,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | The University art collection consists of various pieces of art displayed throughout the campus and archived for future exhibition. |
| Schedule D, Part III, Line 4 | The University art collection consists of various pieces of art displayed throughout the campus which are used to enhance student appreciation of fine art and archived for future exhibition. |
| Schedule D, Part V, Line 4 | The University's endowment funds are used to provide a source of operating funds as well as long-term financial stability. |
| Schedule D, Part X, Line 2 | The University follows the Financial Accounting Standards Board ("FASB") guidance that requires a tax position to be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. 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 or penalties were recognized in 2015. The University's federal Exempt Organization Business Income Tax Returns for fiscal years 2015, 2014, and 2013 remain subject to examination by the Internal Revenue Service. |
| Schedule D, Part XI, Line 2d | Financial Aid Assistance (-47,962,000), Investment Expenses (-269,000), Change in Market Value of Future Foreign Exchange Contracts (-3,238,000) and Change in benefit obligation (3,409,000) |
| Schedule D, Part XI, Line 4b | Rental Expense (-294,000); Fundraising Expense (-12,000) |
| Schedule D, Part XII, Line 2d | Rental Expense (294,000) and Fundraising Event Expense (12,000) |
| Schedule D, Part XII, Line 4b | Financial Aid Assistance (47,962,000) |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | We include a notice of our policies on all of our publications, advertisements and internet website. |
| Schedule E, Part I, Line 6 | Arcadia University participates in Federal Title IV aid programs, including the federal Campus-Based Aid Programs. As such, we receive, on an annual basis, allocations to make federal work study awards and SEOG Grants to students. Additionally, our educational programs are recognized as eligible programs by the state of Pennsylvania. As such, we award PHEAA State Grants to our eligible students from PHEAA (Pennsylvania Higher Education Assistance Agency), and also receive Federal Work Study matching funds from PHEAA. Additionally, on an annual basis, PHEAA provides a matching grant known as the IAG Grant for each eligible state grant student we award PHEAA funds to as well. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 1 | Program Services | Study Abroad Education | $210,000 |
| East Asia and the Pacific | 2 | 11 | Program Services | Study Abroad Education | $7,489,000 |
| Europe (including Iceland and Greenland) | 6 | 47 | Program Services | Study Abroad Education | $26,009,000 |
| Middle East and North Africa | 1 | 1 | Program Services | Study Abroad Education | $160,000 |
| Sub-Saharan Africa | 1 | 2 | Program Services | Study Abroad Education | $818,000 |
| South America | 0 | 0 | Program Services | Study Abroad Education | $84,000 |
| Central America and the Caribbean | 0 | 0 | Investments | $1,560,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 11 | TotalOfficeCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Spent | $36,330,903 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Region | East Asia and the Pacific | RegionTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $129,000 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | Credit placed on student's account | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | Cost | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Susan M Poglinco | ||||||||
| 915 Laburnum Lane | Wyncote | PA | 19095 | Consultation on fundraising strategies for specific educational programs. | 0 | $0 | $38,000 | -$38,000 |
| William M Dingfelder | ||||||||
| 431 Mary Watersford Rd | Bala Cynwyd | PA | 190042006 | Grant writing for private funding. | 0 | $0 | $18,000 | -$18,000 |
| Joseph S Leive | ||||||||
| 247 Harrogate Road | Wynnewood | PA | 190963131 | Consultation on fundraising strategies and personal visits with prospective donors. | 0 | $0 | $19,000 | -$19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $75,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$75,000 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Arcadia Golf Outing | Event1Nm |
| Gross Receipts Event1 | $42,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,000 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $42,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,000 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,000 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,000 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Student Work Programs (Federally Subsidized) | 1529 | $1,254,000 | $0 |
| Student Work Programs (Institutional) | 218 | $1,604,000 | $0 |
| Institutional Scholarships & Grants | 2680 | $45,104,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Arcadia University awards both need-based and merit-based financial aid to students in good academic standing. The University maintains records to quantify the dollar amount of the financial assistance awarded, the number of recipients per grant/scholarship, and the selection criteria. All grants and scholarships awarded to students are credited directly to the student's billing account. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nicolette Deville Christensen | ||||||||||||||
| President | $446,941 | $0 | $0 | $0 | $0 | $0 | $20,800 | $0 | $96,595 | $0 | $564,336 | $0 | $0 | $0 |
| Mark Lapreziosa | ||||||||||||||
| Vice President of Enrollment Management | $160,428 | $0 | $0 | $0 | $0 | $0 | $13,143 | $0 | $24,429 | $0 | $198,000 | $0 | $0 | $0 |
| Mary Mcrae | ||||||||||||||
| Vice President of University Advancement | $198,687 | $0 | $0 | $0 | $0 | $0 | $8,214 | $0 | $40,521 | $0 | $247,422 | $0 | $0 | $0 |
| Lorna Stern | ||||||||||||||
| Vice President of The College of Global Studies | $208,640 | $0 | $0 | $0 | $0 | $0 | $9,504 | $0 | $29,304 | $0 | $247,448 | $0 | $0 | $0 |
| Michael S Dryer | ||||||||||||||
| Chair of Medical Science and Community Health | $188,585 | $0 | $0 | $0 | $0 | $0 | $13,694 | $0 | $10,910 | $0 | $213,189 | $0 | $0 | $0 |
| Colleen M Burke | ||||||||||||||
| Chief Operating Officer for TCGS | $177,238 | $0 | $0 | $0 | $0 | $0 | $14,545 | $0 | $33,982 | $0 | $225,765 | $0 | $0 | $0 |
| Michael J Korolishin | ||||||||||||||
| General Counsel | $169,827 | $0 | $0 | $0 | $0 | $0 | $13,560 | $0 | $20,811 | $0 | $204,198 | $0 | $0 | $0 |
| John R Hoffman | ||||||||||||||
| Founding Dean of College of Arts & Sciences | $158,326 | $0 | $0 | $0 | $0 | $0 | $6,089 | $0 | $43,180 | $0 | $207,595 | $0 | $0 | $0 |
| Thomas J Macchi | ||||||||||||||
| Associate VP of Facility and Capital Planning | $153,716 | $0 | $0 | $0 | $0 | $0 | $12,128 | $0 | $50,158 | $0 | $216,002 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The President of the University is required, as a condition of employment, to live in a house owned by the University. This 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, for the convenience of the employer, and being on the University campus. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Montgomery County | |||||||||
| A | Higher Education & Health Authority | 232447147 | 613603QP7 | 2006-02-15 | $46,753,060 | Funding of capital projects & current refunding | 0 | 0 | 0 |
| Montgomery County | |||||||||
| B | Higher Education & Health Authority | 232447147 | 613603RA9 | 2006-04-13 | $12,138,593 | Advance refunding of outstanding 1999 bonds | 0 | 0 | 0 |
| Montgomery County | |||||||||
| C | Higher Education & Health Authority | 232447147 | 613603SL4 | 2010-05-11 | $23,037,906 | Funding of capital projects | 0 | 0 | 0 |
| Montgomery County | |||||||||
| D | Higher Education & Health Authority | 232447147 | 613603SZ3 | 2013-12-05 | $19,721,786 | Funding of Capital Projects and refunding of 2001 bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,320,000 | $0 | $48,849,554 | $3,697,196 | $0 | $0 | $526,976 | $0 | $0 | $30,122,123 | $14,503,259 | $0 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $430,000 | $0 | $12,139,002 | $1,169,868 | $0 | $0 | $323,295 | $0 | $0 | $0 | $10,645,840 | $0 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $0 | $0 | $23,065,922 | $1,992,200 | $2,254,941 | $0 | $308,305 | $0 | $0 | $20,765,481 | $0 | $0 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
| D | $780,000 | $0 | $19,658,287 | $0 | $266,026 | $0 | $290,130 | $0 | $0 | $7,508,995 | $4,700,000 | $7,219,309 | 2016 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MBIA | |||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 3 | Yes (1) | 0 | Yes (1) |
| MBIA | |||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 3 | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3-02/15/2006 46,753,060 Montgomery County | Total bond proceeds include investment income. (This is for all bonds) |
| Schedule K, Part IV, Line 2c-02/15/2006 46,753,060 Montgomery County | The rebate calculation for the Montgomery County Education & Health Authority issue, dated 02/15/2006, was completed March 8, 2011. |
| Schedule K, Part IV, Line 2c-04/13/2006 12,138,593 Montgomery County | The rebate calculation for the Montgomery County Education & Health Authority issue, dated 04/13/2006, was completed April 25, 2011. |
| Schedule K, Part IV, Line 2c-05/11/2010 23,037,906 Montgomery County | The rebate calculation for the Montgomery County Education & Health Authority issue, dated 05/11/2010, was completed May 11, 2015. |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Per IRS instr names are not public | PersonNm |
| Relationship With Org | Per IRS instr inter'd persons aren't named | RelationshipWithOrgTxt |
| Cash Grant | $81,053 | CashGrantAmt |
| Type Of Assistance | Employee tuition discount | TypeOfAssistanceTxt |
| Assistance Purpose | Employee benefit | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $416,784 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 25 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Arcadia University uses a wealth management company to hold and facilitate the sale of all stock gifts received. This represents the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Audit Committee of the Board of Trustees reviews and accepts the 990 before it is filed. The 990 is made available to the Board of Trustees via our internal web portal for review before filing. They may access it in a special section set aside for the Board. |
| Form 990, Part VI, Section B, Line 12c | The Trustees and Executive Senior Managers of the University are required to complete Conflict of Interest statements. The Chair of the Audit Committee of the Board of Trustees (Board) ensures that the statements are completed on an annual basis. If any conflicts arise, the Audit Committee of the Board may either make a determination, or, if the Audit Committee believes it is appropriate, may refer the matter to the full Board for a vote to determine if a conflict exists. If a determination is made that no conflict exists, the interested trustee may participate fully in any discussions and vote on the proposed transaction or arrangement that is the subject of the conflict. If a determination is made that a conflict of interest exists, the interested trustee shall be required to leave any meeting prior to discussion of, or vote on, the transaction or arrangement. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee of the Board of Trustees oversees compensation of the President. They review compensations of Presidents at peer institutions on an annual basis. The University uses comparability data from peer institutions collected by the College and University Professional Association for Human Resources (CUPA HR), as well as review internal equity among executives, in determining the compensation of all other officers. This data is used to ensure all salaries are within "fair market range" for the industry. |
| Form 990, Part VI, Section C, Line 19 | The University's governing documents, conflict of interest policy and financial statements are available to the public upon request. |
| Form 990, Part XI, Line 9 | Change in Market Value of Future Foreign Exchange Contracts -- (3,238,000); Change in Benefit Obligation -- 3,409,000 |
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