SALUS UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALUS UNIVERSITY (EIN 23-1413680)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201521319349301442
- Schema version
- 2013v4.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T11:09:38-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231413680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Salus University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONALD KATES VP FOR FINANCE | InCareOfNm |
| Business Name Control | SALU | BusinessNameControlTxt |
| Phone | 2157801400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 Old York Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Elkins Park | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD KATES | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 2157801400 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Giardini | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 2157801400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MICHAEL H MITTELMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 Old York Road | AddressLine1 |
| City | Elkins Park | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,366,947 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.salus.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE HEALTH CARE PROFESSIONALS AND PROVIDE PATIENT CARE AND REHABILITATIVE SERVICES THAT ADVANCE THE WELFARE OF THE PUBLIC WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 738 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,497,240 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,119,066 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,021,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,459,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,485 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,793 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,397,393 | PYOtherRevenueAmt |
| CY Other Revenue | $1,608,058 | CYOtherRevenueAmt |
| PY Total Revenue | $38,923,613 | PYTotalRevenueAmt |
| CY Total Revenue | $42,195,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $987,823 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,347,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,282,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,256,271 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $11,740 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $24,525 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,599 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,118,259 | PYOtherExpensesAmt |
| CY Other Expenses | $12,201,659 | CYOtherExpensesAmt |
| PY Total Expenses | $37,400,333 | PYTotalExpensesAmt |
| CY Total Expenses | $40,830,395 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,523,280 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,365,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,516,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,647,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,798,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,186,605 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,717,675 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,461,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SALUS UNIVERSITY IS TO EDUCATE HEALTH CARE PROFESSIONALS AND EDUCATORS, CONDUCT RESEARCH AND PROVIDE PATIENT CARE AND REHABILITATIVE SERVICES THAT ADVANCE THE WELFARE OF THE PUBLIC WORLDWIDE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,631,403 | ExpenseAmt |
| Grant | $1,347,940 | GrantAmt |
| Revenue | $31,704,436 | RevenueAmt |
| Desc | SALUS UNIVERSITY IS A FOUR YEAR POST GRADUATE EDUCATIONAL INSTITUTION. THE UNIVERSITY PROGRAMS LEAD TO DOCTORAL DEGREES IN OPTOMETRY AND AUDIOLOGY AND MASTERS DEGREES IN MEDICAL SCIENCE, LOW VISION REHABILITATION AND OTHERS. THE UNIVERSITY ENROLLS APPROXIMATELY 960 STUDENTS. DURING THE YEAR OVER 320 STUDENTS EARNED DEGREES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,818,907 | ExpenseAmt |
| Revenue | $2,738,646 | RevenueAmt |
| Desc | THE UNIVERSITY OPERATES A CLINICAL TEACHING FACILITY FOR THE OPTOMETRY PROGRAM. APPROXIMATELY 300 STUDENTS ARE TRAINED ANNUALLY. THE CLINICS PROVIDE EYECARE AND EAR CARE TO APPROXIMATELY 45,000 PATIENTS A YEAR. The Ear Care clinic is reported on a seperate 990. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,694,110 | ExpenseAmt |
| Revenue | $16,550 | RevenueAmt |
| Desc | THE UNIVERSITY RECEIVES FEDERAL, STATE AND PRIVATE GRANTS TO SUPPORT BASIC RESEARCH, CLINICAL RESEARCH, SPECIALIZED TRAINING AND STUDENT FINANCIAL AID. THESE AMOUNTS ARE EXPENDED PURSUANT TO THE GRANT AGREEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $138,000 | RevenueAmt |
| Desc | Haffer Center Fees | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $138,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,144,420 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 733 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 738 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD KATES VP FOR FINANCE | PersonNm |
| Phone | 2157801240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 OLD YORK ROAD | AddressLine1 |
| City | Elkins Park | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HMITTELMAN | ||||||||||
| PRESIDENT | 35.0 | 1.0 | Yes (X) | Yes (X) | $138,000 | $0 | $2,116 | |||
| Jo Surpin | ||||||||||
| Chairperson | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Dan Abramowicz | ||||||||||
| First Vice Chair | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| DR BARRY J FARKAS | ||||||||||
| Treasurer | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR I William Collins | ||||||||||
| Secretary | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| dr derrick artis | ||||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Mark Boas | ||||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $16,100 | $0 | $0 | ||||
| DR Craig Cassey | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Robert Cole | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Mr Richard DePiano | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Christopher Dezzi | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr David Dozack | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| LYNN GREENSPAN | ||||||||||
| FACULTY TRUSTEE (START 1/1/13) | 35.0 | Yes (X) | $94,474 | $0 | $16,412 | |||||
| Shirley Gregory | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Keith D Ignotz | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Joseph w Marshall III | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Carl A Polsky | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Mindy M Posoff | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Elois G Rogers-Phillips | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Jane Scaccetti | ||||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN TRIBULSKI | ||||||||||
| STUDENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Harvey Wolbransky | ||||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| Anthony DiStefano | ||||||||||
| Vice President- Acad Affairs | 35.0 | $228,434 | $0 | $34,509 | Yes (X) | |||||
| Donald Kates | ||||||||||
| Vice President - Finance | 35.0 | 1.0 | $184,414 | $0 | $29,808 | Yes (X) | ||||
| Susan Oleszewski | ||||||||||
| Chief of Staff | 35.0 | $179,888 | $0 | $25,413 | Yes (X) | |||||
| Linda Casser | ||||||||||
| Dean - OD Program | 35.0 | $188,902 | $0 | $26,757 | Yes (X) | |||||
| VICTOR HUGO BRAY JR | ||||||||||
| Dean | 30.0 | 10.0 | $164,684 | $0 | $23,994 | Yes (X) | ||||
| Lorraine Lombardi | ||||||||||
| Associate Dean | 35.0 | $187,587 | $0 | $21,297 | Yes (X) | |||||
| Audrey Smith | ||||||||||
| Associate Dean | 35.0 | $185,232 | $0 | $21,968 | Yes (X) | |||||
| James M Caldwell | ||||||||||
| Dean Student Affairs | 35.0 | $163,806 | $0 | $23,602 | Yes (X) | |||||
| DR THOMAS L LEWIS | ||||||||||
| FORMER DIRECTOR & OFFICER | 33.0 | 7.0 | $276,409 | $34,850 | $38,951 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,007,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $34,850 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $264,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOX ROTHSCHILD LLP | |||||
| 2000 MARKET STREET 20TH FLOOR | PHILADELPHIA | PA | 19103 | LEGAL | $283,429 |
| LIEBENOW AND TOROK INC | |||||
| 7309 ARLINGTON BLVD SUITE 202 | FALLS CHURCH | VA | 22042 | FITNESS CENTER MGR | $233,496 |
| APPNET SOLUTIONSCOM LLC | |||||
| 5880 OAK TERRACE DRIVE | VIRGINIA BEACH | VA | 23464 | TECHNOLOGY | $195,805 |
| JAMES J CLEARKIN | |||||
| 110 FRANKLIN AVE | CHELTENHAM | PA | 19012 | CONSTRUCTION | $438,753 |
| EDWARD B O'REILLY ASSOCIATES | |||||
| 30 WEST HIGHLAND AVE | PHILADELPHIA | PA | 19118 | Building Contractor | $198,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,906,343 | GovernmentGrantsAmt |
| All Other Contributions | $1,212,723 | AllOtherContributionsAmt |
| Total Contributions | $6,119,066 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 900099 | $31,704,436 | $31,704,436 |
| PATIENT CARE - NET | 900099 | $2,738,646 | $2,738,646 |
| EDUCATION SALES & SERVICES | 900099 | $16,550 | $16,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,459,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,793 | TotalRevenueColumnAmt |
| Exclusion | $8,793 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,376,623 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $973,083 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $403,540 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,540 | TotalRevenueColumnAmt |
| Exclusion | $403,540 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $186,162 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $198,315 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,153 | TotalRevenueColumnAmt |
| Exclusion | -$12,153 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MANAGEMENT FEE - FOUNDATION | 900099 | $255,000 | $255,000 | |
| HAFTER CENTER FEES | 900099 | $138,000 | $138,000 | |
| BOOKSTORE COMMISSION | 900099 | $23,359 | $23,359 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800,312 | TotalRevenueColumnAmt |
| Exclusion | $800,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,216,671 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,195,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,597,632 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,478,851 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,180 | TotalAmt |
| Program Services | $1,239,180 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,760 | TotalAmt |
| Program Services | $108,760 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,640,428 | TotalAmt |
| Program Services | $1,442,342 | ProgramServicesAmt |
| Management And General | $1,198,086 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,469,956 | TotalAmt |
| Program Services | $14,643,338 | ProgramServicesAmt |
| Management And General | $3,785,386 | ManagementAndGeneralAmt |
| Fundraising | $41,232 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,065 | TotalAmt |
| Program Services | $1,192,346 | ProgramServicesAmt |
| Management And General | $286,823 | ManagementAndGeneralAmt |
| Fundraising | $3,896 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,010 | TotalAmt |
| Program Services | $2,590,737 | ProgramServicesAmt |
| Management And General | $685,435 | ManagementAndGeneralAmt |
| Fundraising | $7,838 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,378,812 | TotalAmt |
| Program Services | $1,082,528 | ProgramServicesAmt |
| Management And General | $293,066 | ManagementAndGeneralAmt |
| Fundraising | $3,218 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,706 | TotalAmt |
| Program Services | $5,097 | ProgramServicesAmt |
| Management And General | $263,609 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,666 | TotalAmt |
| Management And General | $102,666 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,111 | TotalAmt |
| Management And General | $21,111 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,525 | TotalAmt |
| Fundraising | $24,525 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,337 | TotalAmt |
| Program Services | $511,812 | ProgramServicesAmt |
| Management And General | $136,290 | ManagementAndGeneralAmt |
| Fundraising | $3,235 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,786 | TotalAmt |
| Program Services | $341,460 | ProgramServicesAmt |
| Management And General | $581,326 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,234 | TotalAmt |
| Program Services | $381,537 | ProgramServicesAmt |
| Management And General | $57,299 | ManagementAndGeneralAmt |
| Fundraising | $11,398 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,932 | TotalAmt |
| Program Services | $91,107 | ProgramServicesAmt |
| Management And General | $1,488 | ManagementAndGeneralAmt |
| Fundraising | $337 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036,414 | TotalAmt |
| Management And General | $2,036,414 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,845 | TotalAmt |
| Program Services | $223,444 | ProgramServicesAmt |
| Management And General | $185,401 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GRANT EXPENSES | $4,532,294 | $4,532,294 | ||
| EQUIPMENT RENTAL AND MAINTENAN | $1,102,387 | $490,352 | $597,671 | $14,364 |
| PRINTING AND PUBLICATIONS | $416,161 | $396,587 | -$7,649 | $27,223 |
| POSTAGE/SHIPPING | $112,545 | $54,335 | $55,869 | $2,341 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,241 | TotalAmt |
| Program Services | $817,164 | ProgramServicesAmt |
| Management And General | $226,085 | ManagementAndGeneralAmt |
| Fundraising | $39,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,830,395 | TotalAmt |
| Program Services | $30,144,420 | ProgramServicesAmt |
| Management And General | $10,506,376 | ManagementAndGeneralAmt |
| Fundraising | $179,599 | 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 | $8,717,711 | BOYAmt |
| EOY | $10,345,835 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,775,136 | BOYAmt |
| EOY | $1,305,848 | 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 | $14,480,072 | BOYAmt |
| EOY | $14,716,187 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,732 | BOYAmt |
| EOY | $98,311 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,983 | BOYAmt |
| EOY | $185,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,957,336 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,168,615 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,147,545 | BOYAmt |
| EOY | $31,788,721 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,663 | BOYAmt |
| EOY | $0 | 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 | $35,348,178 | BOYAmt |
| EOY | $40,579,720 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,051 | BOYAmt |
| EOY | $2,627,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,516,071 | BOYAmt |
| EOY | $101,647,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,970,684 | BOYAmt |
| EOY | $3,328,939 | 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 | $7,304,383 | BOYAmt |
| EOY | $7,956,570 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,660,000 | BOYAmt |
| EOY | $7,850,000 | 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 | $764,125 | BOYAmt |
| EOY | $503,100 | 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 | $27,099,204 | BOYAmt |
| EOY | $27,547,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,798,396 | BOYAmt |
| EOY | $47,186,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,412,591 | BOYAmt |
| EOY | $46,092,263 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,330,666 | BOYAmt |
| EOY | $4,153,540 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,974,418 | BOYAmt |
| EOY | $4,215,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,717,675 | BOYAmt |
| EOY | $54,461,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,516,071 | BOYAmt |
| EOY | $101,647,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,365,154 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $4,378,499 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $21,111 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $21,111 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,564,011 | BeginningYearBalanceAmt |
| Contributions | $479,437 | ContributionsAmt |
| Investment Earnings Or Losses | $2,466,462 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $586,997 | OtherExpendituresAmt |
| End Year Balance | $22,922,913 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,706,833 | BeginningYearBalanceAmt |
| Contributions | $171,677 | ContributionsAmt |
| Investment Earnings Or Losses | $2,259,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $574,177 | OtherExpendituresAmt |
| End Year Balance | $20,564,011 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,295,567 | BeginningYearBalanceAmt |
| Contributions | $40,244 | ContributionsAmt |
| Investment Earnings Or Losses | -$261,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,871 | OtherExpendituresAmt |
| End Year Balance | $18,706,833 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,969,601 | BeginningYearBalanceAmt |
| Contributions | $71,024 | ContributionsAmt |
| Investment Earnings Or Losses | $3,812,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $557,797 | OtherExpendituresAmt |
| End Year Balance | $19,295,567 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,690,431 | BeginningYearBalanceAmt |
| Contributions | $71,125 | ContributionsAmt |
| Investment Earnings Or Losses | $1,807,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $599,155 | OtherExpendituresAmt |
| End Year Balance | $15,969,601 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,305,370 | OtherCostOrOtherBasisAmt |
| Book Value | $2,305,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,539,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,895,456 | DepreciationAmt |
| Book Value | $26,644,333 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $14,273,159 | DepreciationAmt |
| Book Value | -$14,273,159 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,112,177 | OtherCostOrOtherBasisAmt |
| Book Value | $17,112,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $31,788,721 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARY | Desc |
| Book Value | $40,579,720 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $40,579,720 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT ADVANCES | $15,406,735 |
| POST RETIREMENT BENEFITS | $10,655,272 |
| MISCELLANEOUS | $1,485,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,547,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,174,097 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $4,807,151 | OtherRevenueAmt |
| Revenue Not Reported | $4,807,151 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,366,946 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,171,397 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,171,397 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,195,549 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,283,214 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,800,759 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,800,759 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,482,455 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,347,940 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,347,940 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,830,395 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment Funds | Form 990, Schedule D, Part V The endowment funds are held by Pennsylvania College of Optometry Foundation, a related tax-exempt organization. The Pennsylvania College of Optometry Foundation's endowment consists of a portfolio of actively managed funds established to provide both a source of operating funds as well as long-term financial stability. The endowment includes both donor restricted endowment funds and funds designated by the Board of Trustees to function as endowments or quasi endowments. Endowment funds may have purpose restrictions on use of the income. |
| Income Taxes | Form 990, Schedule D, Part X, Line 2 The University follows the accounting guidance for uncertainties in income tax positions, which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The University does not believe its consolidated financial statements include any material uncertain tax positions. |
| Reconciliation of Revenue | Form 990, Schedule D, Part XI Line 2d: AU Clinic - PEI Income 469,550 Income (Loss) from Foundation 5,231,541 Scholarships (reclass to expense) (1,347,940) Non operating gains Other 454,000 ---------- Total Line 2d 4,807,151 ========== Line 4b: Rent Expense (reclass to revenue) (973,082) Cost of Sales of Contact Lens (reclass to revenue) (198,315) ---------- Total Line 4b (1,171,397) |
| Reconciliation of Expenses | Form 990, Schedule D, Part XII Line 2d: AU Clinical PEI Expenses 629,362 Rent Expense (reclass to revenue) 973,082 Cost of Sale of Contact Lens (reclass to revenue) 198,315 --------- Total 1,800,759 ========= Line 4b: Scholarships 1,347,940 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 | THE UNIVERSITY HAS A WRITTEN POLICY ESTABLISHING ITS NON-DISCRIMINATION POLICY. IT IS PUBLISHED IN THE STUDENT HANDBOOK AND ON THE APPLICATION FOR ADMISSIONS. |
| Schedule E, Line 6b | THE UNIVERSITY RECEIVES FUNDING FROM GOVERNMENTAL AGENCIES FOR STUDENT TUITION ASSISTANCE IN ACCORDANCE WITH PROGRAMS SUCH AS SDS- SCHOLARSHIPS FOR DISADVANTAGED STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| East Asia and the Pacific | 9 | Program Services | Teaching | $84,538 |
| Europe (Including Iceland and Greenland) | 16 | Program Services | Teaching | $130,558 |
| Middle East and North Africa | 4 | Program Services | Teaching | $107,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 29 | SubtotalEmployeesCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Subtotal Spent | $322,904 | SubtotalSpentAmt |
| Total Spent | $322,904 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Scholarship | East Asia and the Pacific | 1 | $4,438 | FMV |
| Scholarship | North America | 11 | $27,245 | FMV |
| Scholarship | Sub-Saharan Africa | 2 | $21,090 | FMV |
| Scholarship | South Asia | 2 | $8,225 | FMV |
| Scholarship | Sub-Saharan Africa | 8 | $33,900 | FMV |
| Scholarship | Sub-Saharan Africa | 3 | $11,162 | FMV |
| Scholarship | Sub-Saharan Africa | 2 | $2,700 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3, Column C | FormAndLineReferenceDesc |
| Explanation | In some programs, Salus contracts with individual local professionals to provide service to the program. These professionals will assist in instruction, translation and administration. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALOCODY Group | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 718 | AddressLine1 |
| City | Des Moines | City |
| State | IA | State |
| ZIP Code | 50503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SOLICATOR | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $63,584 | GrossReceiptsAmt |
| Retained By Contractor | $24,524 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $63,584 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $24,524 | TotalRetainedByContractorsAmt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8360 Old York Road | AddressLine1 |
| City | Elkins Park | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship | GrantTypeTxt |
| Recipient | 484 | RecipientCnt |
| Cash Grant | $1,239,180 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANTS AND ASSISTANCE IN THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, PART I, LINE 2 The University provides scholarships to students matriculating at the University; therefore, all funds granted are used to defray the cost of tuition and no further monitoring of the grants is required. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anthony DiStefano | ||||||||||||||
| Vice President- Acad Affairs | $228,434 | $0 | $0 | $0 | $0 | $0 | $24,671 | $0 | $9,838 | $0 | $262,943 | $0 | $0 | $0 |
| Donald Kates | ||||||||||||||
| Vice President - Finance | $184,414 | $0 | $0 | $0 | $0 | $0 | $19,970 | $0 | $9,838 | $0 | $214,222 | $0 | $0 | $0 |
| Susan Oleszewski | ||||||||||||||
| Chief of Staff | $179,888 | $0 | $0 | $0 | $0 | $0 | $18,863 | $0 | $6,550 | $0 | $205,301 | $0 | $0 | $0 |
| Linda Casser | ||||||||||||||
| Dean - OD Program | $188,902 | $0 | $0 | $0 | $0 | $0 | $20,207 | $0 | $6,550 | $0 | $215,659 | $0 | $0 | $0 |
| VICTOR HUGO BRAY JR | ||||||||||||||
| Dean | $164,684 | $0 | $0 | $0 | $0 | $0 | $17,444 | $0 | $6,550 | $0 | $188,678 | $0 | $0 | $0 |
| Lorraine Lombardi | ||||||||||||||
| Associate Dean | $187,587 | $0 | $0 | $0 | $0 | $0 | $14,747 | $0 | $6,550 | $0 | $208,884 | $0 | $0 | $0 |
| Audrey Smith | ||||||||||||||
| Associate Dean | $185,232 | $0 | $0 | $0 | $0 | $0 | $15,418 | $0 | $6,550 | $0 | $207,200 | $0 | $0 | $0 |
| James M Caldwell | ||||||||||||||
| Dean Student Affairs | $163,806 | $0 | $0 | $0 | $0 | $0 | $17,052 | $0 | $6,550 | $0 | $187,408 | $0 | $0 | $0 |
| DR THOMAS L LEWIS | ||||||||||||||
| FORMER DIRECTOR & OFFICER | $126,409 | $34,850 | $150,000 | $0 | $0 | $0 | $29,113 | $0 | $9,838 | $0 | $315,360 | $34,850 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sabbatical pay | Dr. Thomas Lewis is the former president of SALUS UNIVERSITY and served until June 2013. Dr. Lewis Received Salary from January 1, 2013 to June 30, 2013 and sabbatical PAY from July 1, 2013 to December 31,2013 FROM THE UNIVERSITY. |
| Compensation Information | FORM 990 Schedule J, Part I Line 1 - The University paid for the retired President's country club fees while on sabbatical. This fringe benefit was taxable and properly substantiated. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | FORM 990, SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR ENDED JUNE 30, 2014, THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE UNIVERSITY'S SUPPLEMENTAL NONQUALIFIED PLAN: DR. MICHAEL MITTELMAN DR. THOMAS LEWIS |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Salus University - Series 2012 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 231413680 | BondIssuerEIN |
| CUSIP | 70917phg7 | CUSIPNum |
| Bond Issued | 2012-08-15 | BondIssuedDt |
| Issue Price | $9,435,000 | IssuePriceAmt |
| Purpose | Refunding 2007 Bonds | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $9,435,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $140,000 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.01730 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.01730 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part V | FormAndLineReferenceDesc |
| Explanation | The organization is in the process of establishing written procedures, to be effective by the end of the fiscal year june 30, 2015, to ensure: 1) All nonqualified bonds of the issue are remediated in accordance with the requirements under regulations section 1.141-12 and 1.145-2 and 2)violations of federal tax requirements are timely indetified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | In order to further its mission to be a health science university, Salus University, will be adding 3 new degree programs in the next two or three years. The programs are a PhD in Bio Science, a doctoral and masters in Occupational Therapy and a doctoral and masters in Speech & Language Pathology. |
| FORM 990, PART VI, LINE 11 | The University's Form 990 was prepared by Grant Thornton LLP in conjunction with the University's financial department. A copy of the draft Form 990 was made available to the Finance Committee on a secured website maintained by the organization. Each Board Member was provided ample opportunity to comment on the information contained in the 990 prior to its electronic filing with the Internal Revenue Service. |
| FORM 990, PART VI, LINE 12 | Each officer, director, trustee and key employee of the University is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the University. The University monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately by an ad hoc committee established for just such purpose. |
| FORM 990, PART VI, LINE 15 | The President is the organization's top management official. The President's compensation is determined by the executive committee of the board. In determining compensation, the Board relies upon comparability data of institutions similarly situated to Salus University. The deliberations to determine the President's Compensation are documented in the Board Committee's minutes. Compensation paid to other officers or key employees of the organization is determined by the President of the University in consultation with the Director of Human Resources. When necessary, they will utilize independent comparability data to benchmark a reasonable salary for these individuals. |
| FORM 990, PART VI, LINE 19 | The organization makes its Form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. |
| Form 990, Part XI, Line 5 | INCOME FROM FOUNDATION 5,231,541 AU CLINIC - PEI LOSS (159,811) CHANGE IN POST RETIREMENT BENEFIT LIABILITY (454,000) OTHER (239,231) TOTAL 4,378,499 |
| FORM 990, PART VII | DATES SERVED ON BOARD: DR. THOMAS LEWIS SERVED AS PRESIDENT OF THE BOARD OF THE UNIVERSITY UNTIL JUNE 2013. DR. MICHAEL MITTELMAN JOINED THE BOARD OF THE SALUS UNIVERSITY AND HAS SERVED AS ITS PRESIDENT IN JULY 2013 TO THE PRESENT DATE. ACCORDINGLY, THE COMPENSATION RECORDED ON FORM 990, FOR DR. MITTELMAN'S COMPENSATION REPRESENTS AMOUNTS RECEIVED FROM THE UNVERSITY FROM JULY 2013 THROUGH DECEMBER 2013, AND IS CONSISTENT WITH DR. MITTELMAN'S 2013 W-2 REPORTINGS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PA College of Optometry Foundation | ||||||||||
| 8360 Old York Road | Elkins Park | PA | 19027 | 233030893 | Fundraising | PA | 501(c)(3) | 11 | salus | false |
| Pennsylvania Ear Institute | ||||||||||
| 8360 Old York Road | Elkins Park | PA | 19027 | 202888384 | healthcare | PA | 501(c)(3) | 11 | salus | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Pennsylvania College of Optometry Foundation | ||
| L | $255,000 | FMV |
| Pennsylvania College of Optometry Foundation | ||
| Q | $125,861 | FMV |
| Pennsylvania College of Optometry Foundation | ||
| P | $130,903 | FMV |
Comments