MERCYHURST UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MERCYHURST UNIVERSITY (EIN 25-0965430)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-18
- IRS object ID
- 201621099349301252
- 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 C
- Schedule D
- Schedule E
- 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 | 2016-04-18T16:03:09-07:00 | 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 | 250965430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCYHURST UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 8148242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jane K Stepherson | PersonNm |
| Person Title | Asst VP for Finance and Treasurer | PersonTitleTxt |
| Phone | 8148242038 | PhoneNum |
| Signature | 2016-04-15 | 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 | Jane K Stepherson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,084,965 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mercyhurst.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Mercyhurst University is a fully accredited, four-year, Catholic comprehensive institution founded by the Sisters of Mercy in 1926. The Erie (Pa.) campus offers sixty-two (62) undergraduate majors with forty-seven (47) minors and fifty-three (53) concentrations, as well as unique adult programs and nine (9) graduate programs. In addition, the institution maintains one- and two-year programs at Mercyhurst North East (North East, Pa.) and two satellite campuses- Mercyhurst Corry (Corry, Pa.) and Mercyhurst at Booker T Washington (Erie). | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2554 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $105,613 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $95,103 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,690,713 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,182,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $119,922,747 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $119,553,806 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,360,643 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,436,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,510 | PYOtherRevenueAmt |
| CY Other Revenue | $116,410 | CYOtherRevenueAmt |
| PY Total Revenue | $132,034,613 | PYTotalRevenueAmt |
| CY Total Revenue | $134,289,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $47,656,007 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,293,087 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,982,265 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,731,132 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $822,266 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,113,399 | PYOtherExpensesAmt |
| CY Other Expenses | $44,154,699 | CYOtherExpensesAmt |
| PY Total Expenses | $132,751,671 | PYTotalExpensesAmt |
| CY Total Expenses | $137,178,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$717,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,889,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $153,565,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,696,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,516,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,134,970 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,049,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,561,033 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Consistent with its Catholic identity and Mercy heritage, Mercyhurst University educates women and men in a culture where faith and reason flourish together, where the beauty and power of the liberal arts combine with an appreciation for the dignity of work and a commitment to serving others. Confident in the strength of its student-faculty bonds, the University community is inspired by the image of students whose choices, in life and work, will enable them to realize the human and spiritual values embedded in everyday realities and to exercise leadership in service toward a just world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,086,870 | ExpenseAmt |
| Grant | $41,973,621 | GrantAmt |
| Revenue | $96,451,037 | RevenueAmt |
| Desc | During the 2014-15 academic year there were 3938 students enrolled in undergraduate, graduate, and associate degree programs on two campuses, Main (2632) and North East (875), and at two separate learning centers, Corry (63) and BTW (69). The student population was comprised of 3138 full-time and 501 part-time undergraduate students along with 138 full-time and 161 part-time graduate students. 995 total degrees were conferred in the following categories; Baccalaureate 573, Associate 243, Masters 82, Post-baccalaureate 5, UG certificate 75 and Grad certificates 17. There are a total of 216 full-time and 110 part-time faculty and an offering of 9 graduate programs, 62 undergraduate majors with 47 minors and 61 concentrations on the Main campus, 21 associate degree programs on the North East campus and 4 associate degree programs at the University's two educational learning centers. Additionally, there are 12 undergraduate certificate programs, 17 advanced certificate programs and 13 graduate certificate programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,647,746 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $21,012,131 | RevenueAmt |
| Desc | Auxiliary services includes student housing, foodservice, the university bookstore and the university's conference center on the Main and North East campuses. The total student population in university housing was 1,687 on the Main campus and 155 on the North East campus for the 2014-15 fiscal year. 1726 students had paid meal plans while many other students and employees dine in university facilities on a pay-as-you-go basis. The university maintains a bookstore on the Main campus as well as the North East campus. The university has conference center facilities at both campuses and regularly hosts outside groups and organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,076,127 | ExpenseAmt |
| Grant | $7,270,413 | GrantAmt |
| Revenue | $614,276 | RevenueAmt |
| Desc | Mercyhurst University has 623 student-athletes making up 24 athletic teams, 12 women and 12 men, competing at both the NCAA Division I (Men's and Women's Hockey) and Division II levels. These teams are members of six different athletic conferences, with the preponderance of sports being affiliated with the Pennsylvania State Athletic Conference. The athletic department is also supported by athletic administration, athletic training, the recreational training facility and the department of sports information. The athletic department is comprised of 12 full-time head coaches and 12 part-time head coaches along with 11 full-time and 28 part-time assistant coaches. Athletic administration and support includes another 80 full- and part-time and student employees and the department also utilizes over 40 volunteers. The North East campus sponsors another 11 sports teams, 6 men and 5 women, and are members of the National Junior College Athletic Association. North East athletics includes another 174 student athletes along with 8 full-time coaches and 13 part-time coaches/graduate assistants, 3 full-time administrative personnel and 1 volunteer. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,964,901 | ExpenseAmt |
| Grant | $49,053 | GrantAmt |
| Revenue | $1,307,148 | RevenueAmt |
| Desc | All other program related activities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $22,964,901 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $49,053 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,307,148 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $125,775,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2554 | 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 | CJ | ForeignCountryCd |
| Foreign Country | EI | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
| 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 | David O Hewett CPA | PersonNm |
| Phone | 8148242283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Bader Sister Mary Ann | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Belfiore Phillip J | |||||||||
| Chair, University Council | 45 | 0 | Yes (X) | $134,962 | $0 | $27,661 | |||
| Cavanaugh Terrence W | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Courneen Sister JoAnne | |||||||||
| Vice Chair of Board | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dahlkemper Mary Ellen | |||||||||
| Assistant Board Secretary | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dillehay Thomas D | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dobbs Vernon D | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Durkin Rosemary D | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Duska Mary Felice | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gamble Thomas J | |||||||||
| President & Board | 45 | 0 | Yes (X) | $312,669 | $0 | $38,965 | Yes (X) | ||
| Gerety Jane | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hosey-McGurk Joanne M | |||||||||
| Board of Trustees | 45 | 0 | Yes (X) | $59,822 | $0 | $10,527 | |||
| Jeffress Andrea T | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Knight Charles G | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Koskoski Scott A | |||||||||
| President, Mercyhurst Alumni Assoc. | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kubiak Lev J | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Langer John H | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lanzillo Richard A | |||||||||
| Vice Chair of Board | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lewis William G | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Masterson John W | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mazza Robert | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| McCormick Owen J | |||||||||
| Assistant Board Secretary | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| McDonald Desmond J | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Miller Robert S | |||||||||
| Board Secretary | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Monsalve Marco A | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mosco Marlene D | |||||||||
| Chair of the Board | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| NeCastro Joseph G | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ohmer Caleb D | |||||||||
| President, Mercyhurst Student Government | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ryan M Ellen H | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Salvia Mark | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Weschler Patrick J | |||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brown Gary M | |||||||||
| Sr VP and COO of McCauley Associate College | 45 | 0 | $184,451 | $0 | $31,174 | Yes (X) | |||
| Lieb James F | |||||||||
| Assistant Treasurer | 45 | 0 | $96,989 | $0 | $14,780 | Yes (X) | |||
| Stepherson Jane K | |||||||||
| AVP Finance/Treasurer | 45 | 0 | $118,795 | $0 | $20,130 | Yes (X) | |||
| Adovasio James M | |||||||||
| Provost | 45 | 0 | $246,005 | $0 | $34,466 | Yes (X) | |||
| Breckenridge James G | |||||||||
| Associate Professor of Intel Studies | 45 | 0 | $137,660 | $0 | $7,659 | Yes (X) | |||
| Dausey David J | |||||||||
| Chair, Department of Public Health | 45 | 0 | $139,102 | $0 | $15,132 | Yes (X) | |||
| Parikh Rajeev N | |||||||||
| Dean of Walker School of Business | 45 | 0 | $149,213 | $0 | $15,522 | Yes (X) | |||
| Pond Floyd O | |||||||||
| Deputy Director, HIDTA | 45 | 0 | $133,118 | $0 | $6,101 | Yes (X) | |||
| Rubino David | |||||||||
| VP External Affairs | 45 | 0 | $134,937 | $0 | $10,200 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,847,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,317 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Annandale Office Center LLC | ||||||
| 6715 Little River Turnpike | Suite 100 | Annandale | VA | 22003 | Rent | $422,456 |
| BKD LLP | ||||||
| 312 Walnut Street | Suite 3000 PO Box 5367 | Cincinnati | OH | 45201 | Accounting and Auditing | $133,268 |
| Thomas H Carr | ||||||
| 17599 Greenleaf Place | Round Hill | VA | 20141 | HIDTA Administrator | $127,178 | |
| Knox McLaughlin Gornall & Sennett | ||||||
| 120 W 10th St | Erie | PA | 16501 | Attorney | $115,673 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $10,155,702 | GovernmentGrantsAmt |
| All Other Contributions | $2,027,113 | AllOtherContributionsAmt |
| Noncash Contributions | $73,498 | NoncashContributionsAmt |
| Total Contributions | $12,182,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | $96,451,037 | $96,451,037 | $0 | $0 |
| Auxiliary services | 611310 | $21,012,131 | $21,012,131 | $0 | $0 |
| Government grants and contracts | 611310 | $877,292 | $877,292 | $0 | $0 |
| All other educational related | 611310 | $478,338 | $478,338 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $735,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $732,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,850 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $119,553,806 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,153,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,153,579 | 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 | $4,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $159,757 | RealAmt |
| Personal | $217,317 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,523 | RealAmt |
| Personal | $298,171 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,234 | RealAmt |
| Personal | -$80,854 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$183,781 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $102,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,234 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,562,447 | SecuritiesAmt |
| Other | $13,117 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,292,587 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,269,860 | SecuritiesAmt |
| Other | $13,117 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,282,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,117 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,269,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $231,131 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $84,921 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,210 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $6,860 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,340 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,289,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,384,592 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $105,613 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,616,403 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,053 | TotalAmt |
| Program Services | $49,053 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,244,034 | TotalAmt |
| Program Services | $49,244,034 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,552 | TotalAmt |
| Program Services | $429,572 | ProgramServicesAmt |
| Management And General | $818,975 | ManagementAndGeneralAmt |
| Fundraising | $105,005 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,963 | TotalAmt |
| Program Services | $227,963 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,147,391 | TotalAmt |
| Program Services | $29,756,270 | ProgramServicesAmt |
| Management And General | $2,176,610 | ManagementAndGeneralAmt |
| Fundraising | $214,511 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,262 | TotalAmt |
| Program Services | $801,220 | ProgramServicesAmt |
| Management And General | $59,103 | ManagementAndGeneralAmt |
| Fundraising | $4,939 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,830,566 | TotalAmt |
| Program Services | $5,296,026 | ProgramServicesAmt |
| Management And General | $1,357,189 | ManagementAndGeneralAmt |
| Fundraising | $177,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306,398 | TotalAmt |
| Program Services | $2,089,518 | ProgramServicesAmt |
| Management And General | $197,542 | ManagementAndGeneralAmt |
| Fundraising | $19,338 | 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 | $203,234 | TotalAmt |
| Program Services | $13,318 | ProgramServicesAmt |
| Management And General | $189,916 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,921 | TotalAmt |
| Program Services | $6,500 | ProgramServicesAmt |
| Management And General | $122,421 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $102,500 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,323 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $70,323 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283,784 | TotalAmt |
| Program Services | $10,751,728 | ProgramServicesAmt |
| Management And General | $527,623 | ManagementAndGeneralAmt |
| Fundraising | $4,433 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,262 | TotalAmt |
| Program Services | $246,249 | ProgramServicesAmt |
| Management And General | $414,712 | ManagementAndGeneralAmt |
| Fundraising | $1,301 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,974,959 | TotalAmt |
| Program Services | $4,264,595 | ProgramServicesAmt |
| Management And General | $654,397 | ManagementAndGeneralAmt |
| Fundraising | $55,967 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,573,766 | TotalAmt |
| Program Services | $1,136,474 | ProgramServicesAmt |
| Management And General | $2,430,964 | ManagementAndGeneralAmt |
| Fundraising | $6,328 | 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 | $4,137,251 | TotalAmt |
| Program Services | $3,632,661 | ProgramServicesAmt |
| Management And General | $455,616 | ManagementAndGeneralAmt |
| Fundraising | $48,974 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,696 | TotalAmt |
| Program Services | $2,068,538 | ProgramServicesAmt |
| Management And General | $93,022 | ManagementAndGeneralAmt |
| Fundraising | $8,136 | 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 | $1,090,597 | TotalAmt |
| Program Services | $800,226 | ProgramServicesAmt |
| Management And General | $227,500 | ManagementAndGeneralAmt |
| Fundraising | $62,871 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,592,778 | TotalAmt |
| Program Services | $1,592,778 | ProgramServicesAmt |
| Management And General | $0 | 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 | $4,446,779 | TotalAmt |
| Program Services | $4,446,779 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,331 | TotalAmt |
| Program Services | $204,040 | ProgramServicesAmt |
| Management And General | $681,291 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Cost of Sales - Dining, Bookstore, Production | $6,606,669 | $6,606,669 | $0 | $0 |
| Bad Debts, Write-offs, and Collections | $699,434 | $699,434 | $0 | $0 |
| Recruiting | $418,209 | $413,132 | $4,830 | $247 |
| Athletic Team Expenses | $601,716 | $601,716 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,490 | TotalAmt |
| Program Services | $397,151 | ProgramServicesAmt |
| Management And General | $98,974 | ManagementAndGeneralAmt |
| Fundraising | $10,365 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,178,918 | TotalAmt |
| Program Services | $125,775,644 | ProgramServicesAmt |
| Management And General | $10,581,008 | ManagementAndGeneralAmt |
| Fundraising | $822,266 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,038,738 | BOYAmt |
| EOY | $7,568,450 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,263,724 | BOYAmt |
| EOY | $3,820,838 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,756 | BOYAmt |
| EOY | $683,687 | 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 | $2,347,534 | BOYAmt |
| EOY | $2,215,943 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,218 | BOYAmt |
| EOY | $391,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,775 | BOYAmt |
| EOY | $405,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $166,036,321 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,402,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,798,522 | BOYAmt |
| EOY | $94,633,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,517,804 | BOYAmt |
| EOY | $35,565,195 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,661 | BOYAmt |
| EOY | $351,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,172 | BOYAmt |
| EOY | $3,060,160 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,565,904 | BOYAmt |
| EOY | $148,696,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,902,125 | BOYAmt |
| EOY | $7,883,641 | 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 | $3,059,611 | BOYAmt |
| EOY | $3,614,570 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,275,000 | BOYAmt |
| EOY | $33,690,000 | 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 | $990,090 | BOYAmt |
| EOY | $767,151 | 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 | $3,289,247 | BOYAmt |
| EOY | $3,179,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,516,073 | BOYAmt |
| EOY | $49,134,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,468,630 | BOYAmt |
| EOY | $76,361,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,912,339 | BOYAmt |
| EOY | $4,889,813 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,668,862 | BOYAmt |
| EOY | $18,310,044 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,049,831 | BOYAmt |
| EOY | $99,561,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,565,904 | BOYAmt |
| EOY | $148,696,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,889,495 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$599,303 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $136,947,497 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,049,997 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $120,806 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,702 | CurrentYearMinus2Amt |
| Current Year Minus1 | $110,945 | CurrentYearMinus1Amt |
| Current Year | $102,500 | CurrentYearAmt |
| Total | $455,953 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 1c | FormAndLineReferenceDesc |
| Explanation | Mercyhurst University retains a lobbyist that provides many services to Mercyhurst including, but not limited to, advice on government grants and contracts, access and introductions to government agencies, government leaders, and media outlets, and advocacy on behalf of Mercyhurst. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 17 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
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 Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,007,765 | BeginningYearBalanceAmt |
| Contributions | $553,363 | ContributionsAmt |
| Investment Earnings Or Losses | $1,206,165 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,249,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $31,517,678 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,254,650 | BeginningYearBalanceAmt |
| Contributions | $519,240 | ContributionsAmt |
| Investment Earnings Or Losses | $3,219,927 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $986,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $31,007,765 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,015,609 | BeginningYearBalanceAmt |
| Contributions | $321,672 | ContributionsAmt |
| Investment Earnings Or Losses | $3,880,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $963,524 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $28,254,650 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,270,132 | BeginningYearBalanceAmt |
| Contributions | $261,235 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,496,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,019,685 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $25,015,609 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,339,566 | BeginningYearBalanceAmt |
| Contributions | $1,347,239 | ContributionsAmt |
| Investment Earnings Or Losses | $3,813,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,230,204 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $27,270,132 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3025 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5809 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1166 | 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 | $422,168 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,934,567 | OtherCostOrOtherBasisAmt |
| Book Value | $4,356,735 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $119,634,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,894,343 | DepreciationAmt |
| Book Value | $75,740,607 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $4,305 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,349,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,120,740 | DepreciationAmt |
| Book Value | $3,228,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $15,691,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,387,467 | DepreciationAmt |
| Book Value | $11,303,770 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,633,771 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Government Advances | $2,253,381 |
| Student Deposits | $885,588 |
| Trusts Payable | $40,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,179,608 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $85,820,975 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$599,303 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $76,410 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $621,521 | OtherRevenueAmt |
| Revenue Not Reported | $98,628 | RevenueNotReportedAmt |
| Revenue Subtotal | $85,722,347 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $61,342 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $48,505,734 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $48,567,076 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,289,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,309,773 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,410 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $621,521 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $697,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,611,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,342 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,505,734 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,567,076 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $137,178,918 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 | The University does not derive any revenue from this agreement beyond the original $1 it received in entering into the agreement. As stated in question 7 above, there are no expenses exclusively or directly related to the easement agreement. Being that the 16.89 acres of the easement was part of the land purchased by the University, the fair market value of the easement is included on the University's books and financial statements as property, plant and equipment. There is not a separate footnote in the University financial statements addressing the easement agreement. |
| Schedule D, Part III, Line 1 | Collections of works of art, historical treasures and similar assets are not capitalized in as much as the items are preserved and cared for continuously. Contributions of collection items are not reported in the financial statements. The University's collections consist primarily of paintings, sculptures, and other works of art, books, and antique furniture. |
| Schedule D, Part III, Line 4 | The observance and study of works of art and historical treasures are part of the educational curriculum in many disciplines. The University maintains a collection to further and enhance the educational experience in these disciplines, which is the primary reason for the University's exempt purpose. |
| Schedule D, Part V, Line 4 | The University's endowment consists of individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (board-designated endowment funds). Many of the individual funds established provide scholarships to students. Several other endowments support academic programs, the library, the performing arts center and other areas of the University. |
| Schedule D, Part XI, Line 2d | Schedule D, Part XII, Line 2d - This line includes various items that are recorded as part of net revenues on Schedule VIII; Rental expenses (415,694), Fundraising expenses (73,445), Donated items (73,498), Administrative Cost Allowance (56,544) and Gaming expenses (2,340). |
| Schedule D, Part XI, Line 4b | Financial assistance awarded to students of the institution which is recorded as a contra-revenue in the audited financial statements (48,478,014) as well as some revenue items that were previously net against expenses. |
| Schedule D, Part XII, Line 2d | Schedule D, Part XII, Line 2d - This line includes various items that are recorded as part of net revenues on Schedule VIII; Rental expenses (415,694), Fundraising expenses (73,445), Donated items (73,498), Administrative Cost Allowance (56,544) and Gaming expenses (2,340). |
| Schedule D, Part XII, Line 4b | Financial assistance awarded to students of the institution which is recorded as a contra-revenue in the audited financial statements (48,478,014) as well as some revenue items that were previously net against expenses. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University practice is to print our racial nondiscrimination policy in all publications directed toward students, prospective students, and parents. The policy is also referred to in radio, television, and print advertising as well as being fully disclosed on the University's website. |
| Schedule E, Part I, Line 6 | The University receives an Institutional Assistance Grant from the Pennsylvania Higher Education Assistance Agency (PHEAA). This aid is determined by the number of Pennsylvania state grant recipients enrolled at the University during the current academic year. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America (including Canada and Mexico, but not the United States) | 0 | 6 | Program Services | Student recruiting. | $11,907 |
| Central America and the Caribbean | 0 | 7 | Program Services | Student recruiting. | $162,696 |
| South America | 0 | 4 | Program Services | Student recruiting. | $41,676 |
| Europe (including Iceland and Greenland) | 1 | 19 | Program Services | Mercyhurst College Ireland and numerous study abroad trips. | $501,543 |
| Europe (including Iceland and Greenland) | 0 | 14 | Speaking at Seminars or Conferences | Various conferences and seminars. | $24,590 |
| East Asia and the Pacific | 0 | 2 | Program Services | Student recruiting. | $17,675 |
| East Asia and the Pacific | 0 | 9 | Speaking at Seminars or Conferences | Various conferences and seminars. | $47,835 |
| South Asia | 0 | 4 | Program Services | Student recruiting. | $65,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Spent | $873,871 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Womens Hockey Beef n Beatles | Event1Nm |
| Gross Receipts Event1 | $21,252 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,152 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $300 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,489 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,255 | OtherDirectExpensesEvent1Amt |
| Event2 | Men's Wrestling Golf Outing | Event2Nm |
| Gross Receipts Event2 | $18,261 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,261 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $3,551 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,872 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $232 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,203 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $37,310 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $37,310 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $585 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $5,869 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,003 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $8,038 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,404 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $76,823 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $76,723 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $885 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $9,420 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,375 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,759 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,862 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,701 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,022 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Lake View Country Club | ||||||||||
| 8351 Station Road | North East | PA | 16428 | 251092288 | 501(c)(7) | $25,000 | $0 | FMV | NA | To fund capital improvements at the club. |
| United Way of Erie County | ||||||||||
| 420 West Sixth Street | Erie | PA | 16507 | 251053091 | 501(c)(3) | $7,500 | $0 | FMV | NA | To help fund community projects. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | University funded financial assistance based on need and merit provided to students attending Mercyhurst University. | GrantTypeTxt |
| Recipient | 4043 | RecipientCnt |
| Cash Grant | $49,244,034 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Every student who receives financial aid from the University must complete an annual Free Application for Federal Student Aid (FAFSA) form and make satisfactory academic progress in order to retain their aid. Reviews are also conducted on each student to ensure that their grades, academic standing, and major continue to qualify them for the financial aid. These review processes are conducted annually at the end of the University's spring term, prior to the renewal of financial aid packages for the students. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gamble Thomas J | ||||||||||||||
| President & Board | $303,803 | $0 | $0 | $0 | $21,148 | $0 | $23,833 | $0 | $15,132 | $0 | $363,916 | $0 | $0 | $0 |
| Adovasio James M | ||||||||||||||
| Provost | $236,500 | $0 | $0 | $0 | $20,137 | $0 | $21,500 | $0 | $12,966 | $0 | $291,103 | $0 | $0 | $0 |
| Brown Gary M | ||||||||||||||
| Sr VP and COO of McCauley Associate College | $182,411 | $0 | $0 | $0 | $7,780 | $0 | $16,042 | $0 | $15,132 | $0 | $221,365 | $0 | $0 | $0 |
| Belfiore Phillip J | ||||||||||||||
| Chair, University Council | $140,256 | $0 | $0 | $0 | $5,459 | $0 | $12,529 | $0 | $15,132 | $0 | $173,376 | $0 | $0 | $0 |
| Parikh Rajeev N | ||||||||||||||
| Dean of Walker School of Business | $151,500 | $0 | $0 | $0 | $2,450 | $0 | $2,556 | $0 | $12,966 | $0 | $169,472 | $0 | $0 | $0 |
| Dausey David J | ||||||||||||||
| Chair, Department of Public Health | $142,883 | $0 | $0 | $0 | $54 | $0 | $0 | $0 | $15,132 | $0 | $158,069 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | (1) First Class or Charter Travel - The President and the Provost are permitted to fly first class while certain other VPs are permitted if the trip is either cross country or international in nature. To the extent the spouse of an employee permitted to fly first class is required to accompany them on a particular trip, these privileges extend to the spouse. The University did not use any charter travel during the reporting period. (2)(3) Travel for Companions and Gross-up Payments - the President is permitted to take his wife on certain trips that are pre-approved by the Chair of the Board of Trustees. All costs associated with the travel of the President's wife, including the gross up of those expenses, are treated as compensation to the President on Form W-2. The Provost and certain other Vice Presidents who are involved in fund raising and entertainment events are occasionally permitted to take their spouses or companions on such trips. (4) Discretionary Spending - the President, the Provost incurred certain travel expenses without having to account to the institution under the accountable plan rules. These amounts have been reported as compensation to these individuals. (5) Housing Allowance or Residence for Personal Use - The use of a University owned residence is provided to the Vice President for External Affairs who is a Monsignor in the Catholic Church. The rent expense has been reported as compensation to the individual. |
| Schedule J, Part I, Line 1b | The Organization provided payment and/or reimbursement to certain disqualified persons for certain expenses that were not done so in accordance with the Organization's written policies covering said expenses. The determination to permit these expenses was under the control and responsibility of these disqualified persons and the process for doing so is not known and has not been documented. |
| Schedule J, Part I, Line 3 | The Mercyhurst University Board of Trustees follows the recommendation of the Association of Governing Boards of Universities and universities when dealing with presidential compensation and therefore, adheres to best practices established. The process/policy for setting presidential compensation at Mercyhurst University is the following. At Mercyhurst University, the Committee on Compensation of the Board of Trustees is responsible for the compensation-setting function of the President. The committee consists of no fewer than three trustees appointed by the chair of the board, who will also name a chair and vice chair. These trustees must be independent, without a conflict of interest as it relates to this area, and may not have been employed by Mercyhurst University in the last five years. No member may be an executive of Mercyhurst University. In May, the Committee on Compensation evaluates the President's performance for the fiscal year-end May. The committee reviews the president's performance in light of the university's goals and objectives. In addition the committee reviews the President's compensation to ensure that his compensation complies with rules governing tax-exempt universities described in the Internal Revenue Code, complies with compensation rules and regulations promulgated by any other regulatory agency or legislative authority and aligns appropriately with compensation levels at comparable universities. They use this review as the basis for recommendations on the president's compensation. The committee negotiates the terms of the (new or renewed) president's contract and increases in compensation level, elements of the compensation package, and structure. The recommendation is then presented for approval of the full board. At this time the committee also requests the President to provide a list of goals and objectives for the institution and for the office of the president for the forthcoming year. This document provides the baseline used in evaluating the performance of the president 10 to 12 months later. This request is followed up in both October and February by a request of the Committee on Compensation to the President to prepare a report that assesses progress on each of the annual and standing objectives presented in the May report. |
| Schedule J, Part I, Line 4 | Jim Lieb |
| Schedule J, Part I, Line 7 | Discretionary Spending - The President, Provost and certain other Vice Presidents incurred certain travel expenses and did not meet the accountable plan rules. These amounts have been reported as compensation to these individuals. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| 2004 Series AandB | |||||||||
| A | CEHEBA | 251536711 | 295435AA9 | 2004-10-08 | $18,392,510 | Refunding of 1993 issue; reserve fund; issuance costs | 0 | 0 | 0 |
| 2008 Series | |||||||||
| B | CEHEBA | 251536711 | 295433AA9 | 2008-06-19 | $21,676,206 | Refunding of 1997 issue, const of assets; rsv fund; issuance costs | 0 | 0 | 0 |
| 2011 Series Tax exempt | |||||||||
| C | Rev Note CEHBA | 251536711 | 000000000 | 2011-12-15 | $9,600,000 | Refunding of 1999, 2001, and 2003 issues. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,130,000 | $0 | $18,393,479 | $1,485,195 | $15,073 | $18,145,285 | $241,878 | $0 | $0 | $0 | $0 | $0 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,715,000 | $0 | $21,747,548 | $1,574,959 | $58,057 | $1,378,500 | $227,454 | $0 | $0 | $18,503,638 | $0 | $0 | Yes (1) | 0 | Yes (1) | Yes (1) | 2009 |
| C | $2,400,000 | $0 | $9,601,565 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo Bank NA | |||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 7.9 | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-10/08/2004 18,392,510 2004 Series AandB | On October 8, 2004, the University issued University Revenue Refunding Bonds, Series A of 2004 and Series B of 2004 (collectively, the 2004 Bonds) through the Authority. The 2004 Bond proceeds were used to finance a project consisting of (a) current refunding of all of the 1993 Bonds; and (b) the financing of the costs relating to the issuance of the 2004 Bonds. The 1993 Bond proceeds were used to finance a project consisting of (a) advance refunding of all outstanding debt under previously issued Bonds; (b) the construction of on-campus apartment buildings, townhouses and a parking deck; (c) the purchase of certain land and buildings on which the University is situated; (d) a portion of the costs associated with the construction of a concert hall; (e) the funding of a debt service reserve fund; and (f) the financing costs relating to the issuance of the 1993 Bonds. |
| Schedule K, Part I, Column f-06/19/2008 21,676,206 2008 Series | On June 19, 2008, the University issued University Revenue Bonds through the Authority. The 2008 Bond proceeds were used to finance a project consisting of (a) current refunding of all 1997 Bonds, (b) the financing of the construction of a four-story, approximately 100,000 square foot 320-bed residence hall on the University's Erie campus, (c) the financing of the construction of a two-story, approximately 22,000 square foot 75-bed residence hall on the University's North East campus, (d) the funding of a debt service reserve fund; and (e) the financing of the costs relating to the issuance of the 2008 Bonds. The 1997 Bond proceeds were used to finance a project consisting of (a) the acquisition of apartment buildings for student housing; (b) the completion and automation of the University's library; (c) the renovation of McAuley Hall; (d) the construction of additional University Facilities; (e) the funding of a debt service reserve fund; and (f) the financing of all or a portion of the costs relating to the issuance of the 1997 Bonds. |
| Schedule K, Part I, Column f-12/15/2011 9,600,000 2011 Series Tax exempt | On December 15, 2011, the University retired the 1999, 2001, and 2003 Variable Rate Bond Issues and issued a Tax-Exempt Revenue Note, Series of 2011 through the Authority with a local bank for the remaining outstanding principal of the three Variable Rate Bond Issues of $9,600,000. The three Variable Rate Bond Issues funded various construction projects on the Erie and North East campuses as well as certain costs of issuing the bonds. The bank simultaneously issued the put option set forth in the note, thereby establishing the maturity date of the note at November 1, 2018. The University may request an extension of the maturity date. Within ninety (90) days following receipt of such request, the bank shall provide the University with a written notice of its determination whether or not to extend the maturity date. |
| Schedule K, Part IV, Line 2c-10/08/2004 18,392,510 2004 Series AandB | The date that the rebate computation was performed was October 8, 2009 through May 31, 2015. |
| Schedule K, Part IV, Line 2c-06/19/2008 21,676,206 2008 Series | The date that the rebate computation was performed was June 19, 2009 through May 31, 2015. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| Exception for Schools | |||
| Not Required | $39,330 | Tuition Exchange | Financial Aid |
| Exception for Schools | |||
| Not Required | $11,000 | Merit Based Scholarship | Financial Aid |
| Exception for Schools | |||
| Not Required | $19,000 | Need Based Scholarship | Financial Aid |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| William Jeffress | |||
| Spouse of Trustee | $56,290 | Compensation | 0 |
| Judith Thomas | |||
| Spouse of Key Employee | $60,331 | Compensation | 0 |
| Heidi Hosey-McGurk | |||
| Spouse of Trustee | $105,175 | Compensation | 0 |
| Joseph McCormick Construction Co | |||
| Ownership greater than 35% | $164,906 | Milling and Paving Services | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | (1) William Jeffress is the husband of Trustee Andrea Jeffress, M.D. and he is an employee of Mercyhurst University. (2) Judith Thomas is the wife of key employee James Adovasio and she is an employee of Mercyhurst University. (3) Heidi Hosey-McGurk is the spouse of Trustee Joanne Hosey-McGurk and she is an employee of Mercyhurst University. (4) Joseph McCormick Construction Company is more than 35% owned by Trustee Owen McCormick. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NA | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $511,453 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Room Furniture and Decorations | 2 | $23,848 | FMV |
| Yes (X) | Electronics | 2 | $2,654 | FMV |
| Yes (X) | Miscellaneous | 17 | $955 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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 |
|---|---|
| Schedule M, Part I, Line 32b | Mercyhurst has an account with a financial/investment institution. When stock gifts are received they are delivered to this institution and sold by them on behalf of the University with the proceeds being deposited into our account. |
| Schedule M, Part I, Line 33 | The University does not capitalize works of art or archaeological artifacts, which is why the items are listed with $0 as the value and N/A with the valuation method. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Owen McCormick (Trustee) business relationship with Marlene Mosco (Trustee) |
| Form 990, Part VI, Section A, Line 4 | Corporate bylaws were amended at the Oct. 11, 2014, meeting and reflect major changes in the role of the Sisters of Mercy as Trustees. (1)The president (or her designee) of the New York, Pennsylvania, Pacific West (NyPPaW) Community is no longer an ex officio Trustee; (2)The number of Sisters of Mercy required to be Trustees of Mercyhurst University is at least two but no more than five; (3)The election of a Sister-Trustee must be approved by the Conference for Mercy Higher Education; and, (4)A Sister Trustee is no longer required to have a seat on the Committee on Governance, but is required to be a member of the Subcommittee on Institutional Planning. Also, the chair of the board was given authority to call an executive session with or without ex officio Trustees. Standing and subcommittee chairs were given authority to hold executive sessions with Trustees whenever needed. Voting by Written Consent was changed to Action by Unanimous Written Consent. Name of the Committee on Trusteeship was changed to Committee on Governance. Name of the Subcommittee on Strategic Finance was changed to Subcommittee on Institutional Planning. The president was given the authority to recommend internal professionals for appointment to standing or subcommittees; and the chair of the board may appoint external professionals from the community to serve on these committees. Executive Committee membership was clarified to also include assistant secretaries, treasurer, and one Sister-Trustee. Officers of the board were changed to include a treasurer from the board of trustees. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 for Mercyhurst University for the current fiscal year end was reviewed in detail by the Assistant Vice President for Finance and Treasurer prior to filing with the IRS. In addition to management's review, the final Form 990, including all required schedules, was made available to each voting member of the Mercyhurst University Board of Trustees before the filing deadline. Trustees were given an opportunity to ask questions and provide feedback to management prior to the filing of the return with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Mercyhurst University has a written Conflict of Interest Policy. All officers, Trustees, and members of the President's staff are required to disclose to the Board of Trustees any possible conflict of interest at the earliest practical time. Further, the Trustee shall absent him or her from discussion of, and abstain from voting on, such matters under consideration by the Board of Trustees or its committees. Each officer, Trustee, and member of the President's staff shall complete and sign by May 15 of each year (or the first business day thereafter if May 15 falls on a weekend or holiday) a conflict of interest disclosure form provided annually by the Secretary of the Board of Trustees. The annual conflict of interest disclosure forms are reviewed first by the Chair of the Board of Trustees, who also serves as Chair of the Executive Committee and by the full Executive Committee of the Board of Trustees typically at its Fall meeting. Copies of the annual conflict of interest disclosure forms are provided to the Executive Committee of the Board of Trustees, the Chair of the Board of Trustees, the Secretary of the Board of Trustees, the Chair of the Committee on Audit, the external audit firm, and the President of the University. In February 2013, the Board of Trustees introduced a mid-year Conflict of Interest Update to the annual Disclosure Form to enable those covered by the Conflict of Interest Policy to disclose any new conflicts that have arisen since the completion of the annual conflict of interest disclosure form. |
| Form 990, Part VI, Section B, Line 15 | The President reviews compensation increases for all employees. The President specifically makes recommendations for salary increases for employees who report directly to him, and all officers and key employees. Salary increases are merit based, based upon the President's assessment of the individual's performance. In May the President presents his recommendations to the Committee on Compensation of the Board of Trustees for review and approval. The committee reviews the compensation requests to ensure that their compensation reflects Mercyhurst University's compensation philosophy, complies with rules governing tax-exempt universities described in the Internal Revenue Code, complies with compensation rules and regulations promulgated by any other regulatory agency or legislative authority and aligns appropriately with compensation levels at comparable universities. After approval salary increases are communicated to employees in the form of an annual appointment letter signed by either the President or the Vice President for Finance and Administration. |
| Form 990, Part VI, Section C, Line 19 | Mercyhurst University posts its audited financial statement on the same webpage that it accomplishes its public disclosure requirement for its Federal Form 990 and 990T. Additionally, on that website, it alerts users that if they wish to obtain either the University's Conflict of Interest policy or the governing documents of the University, they are available upon request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mercyhurst College Ireland | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Lower Main Street | AddressLine1Txt |
| City | Dungarven | CityNm |
| Province Or State | County Waterford | ProvinceOrStateNm |
| Country | EI | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 000510643 | EIN |
| Primary Activities | Advancement and Educational | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | EI | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mercyhurst University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $275,649 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $149,479 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mercyhurst College Ireland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionTypeTxt |
| Involved | $195,598 | InvolvedAmt |
| Method Of Amount Determination | Actual cost of educational programs. | MethodOfAmountDeterminationTxt |