TRUSTEES OF HAMILTON COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF HAMILTON COLLEGE (EIN 15-0532200)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521339349303737
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T18:38:37-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150532200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF HAMILTON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 3158594011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Leach | PersonNm |
| Person Title | VP, Administration & Finance | PersonTitleTxt |
| Phone | 3158594313 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen Leach | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $761,109,362 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hamilton.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1812 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | See Part III | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2333 | TotalEmployeeCnt |
| Total Volunteers | 1300 | TotalVolunteersCnt |
| Total Gross UBI | $1,186,074 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,076,299 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,261,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,535,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,444,950 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,731,945 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,026,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211,414 | PYOtherRevenueAmt |
| CY Other Revenue | $62,768 | CYOtherRevenueAmt |
| PY Total Revenue | $183,554,774 | PYTotalRevenueAmt |
| CY Total Revenue | $279,795,641 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,938,969 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,514,766 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $65,418,235 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,718,911 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,315,624 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,450,617 | PYOtherExpensesAmt |
| CY Other Expenses | $64,145,282 | CYOtherExpensesAmt |
| PY Total Expenses | $154,807,821 | PYTotalExpensesAmt |
| CY Total Expenses | $165,378,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,746,953 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $114,416,682 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,196,072,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,382,188,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $276,606,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,142,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $919,465,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,078,046,831 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A liberal arts college chartered in 1812, Hamilton College has an enrollment of approximately 1850 students, representing 45 states and 46 countries, and offers 54 areas of study in the liberal arts, science and mathematics. Hamilton also offers pre-professional/cooperative programs in Business, Education, Engineering, Law, and Medicine and the opportunity to study abroad in numerous foreign destinations. The College's open curriculum gives students the freedom to shape their own liberal arts education within a research and writing-intensive framework. The College also hosts athletic programs affiliated with NCAA Division III, and includes competitive varsity teams in 16 different sports, in addition to many club and intramural sports offerings. Approximately 80 student clubs and organizations in a variety of interests and disciplines help to further enrich student development. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $140,253,977 | ExpenseAmt |
| Grant | $32,458,766 | GrantAmt |
| Revenue | $112,656,563 | RevenueAmt |
| Desc | Providing a liberal arts education to approximately 1850 undergraduate students, Hamilton College is committed to its tradition of being a school of opportunity and provides financial aid packages to approximately 50% of its students. The College employs 190 full-time professors, 95% of whom hold the highest obtainable degree in their field. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $604,207 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $540,914 | RevenueAmt |
| Desc | Summer recreation programs that provide opportunities for children and students to participate in team and individual sports and develop character and sportsmanship. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $140,858,184 | 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 | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 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 | 2742 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2333 | 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 | FR | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamilton College Business Office | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3158594313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Aron J Ain | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Henry Bedford | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Bernstein | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Harold Bogle | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Brian T Bristol | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Julia Crowles | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Delaney | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Lauri Levitt Friedland | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Frisca | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Amy Goodfriend | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Philip Hawkins | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Hoogkamp | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Linda Johnson | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Lea Haber Kuck | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Levy | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| George Little | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Amy Merin | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Morris | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Montgomery Pooley | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald Pressman | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Imad Qasim | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| R Christopher Regan | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| John Rice | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy Roob | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Angela Valenziano Ross | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Alexander Sacerdote | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Sadove | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| A Barrett Seaman | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Selby | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Skerritt | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| David Solomon | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Tull | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Sarah Weinstein | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Withiam | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Jaime Yordan | |||||||||
| Trustee | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Joan H Stewart | |||||||||
| President | 40 | Yes (X) | $499,102 | $0 | $143,677 | Yes (X) | |||
| Karen L Leach | |||||||||
| VP Admin & Finance | 40 | $287,375 | $0 | $45,448 | Yes (X) | ||||
| Lori Dennison | |||||||||
| Secretary & Executive Director | 40 | $149,585 | $0 | $60,615 | Yes (X) | ||||
| Monica Inzer | |||||||||
| VP Admissions | 40 | $228,933 | $0 | $22,480 | Yes (X) | ||||
| Patrick Reynolds | |||||||||
| VP Academic Affairs & Dean of Faculty | 40 | $215,129 | $0 | $67,235 | Yes (X) | ||||
| David L Smallen | |||||||||
| VP Library & Information Technology | 40 | $228,757 | $0 | $31,625 | Yes (X) | ||||
| Richard C Tantillo | |||||||||
| VP Communications & Development | 40 | $250,107 | $0 | $127,504 | Yes (X) | ||||
| Nancy Thompson | |||||||||
| VP and Dean of Students | 40 | $151,375 | $0 | $51,068 | Yes (X) | ||||
| Peter Tonetti | |||||||||
| Chief Investment Officer | 40 | $396,343 | $0 | $28,868 | Yes (X) | ||||
| Edward Walker | |||||||||
| Professor Government | 40 | $182,219 | $0 | $18,055 | Yes (X) | ||||
| Hong Gang Jin | |||||||||
| Professor Chinese Studies | 40 | $180,589 | $0 | $24,591 | Yes (X) | ||||
| Frank Anechiarico | |||||||||
| Professor Government | 40 | $178,432 | $0 | $25,910 | Yes (X) | ||||
| Peter Rabinowitz | |||||||||
| Professor Comparative Literature | 40 | $171,557 | $0 | $25,991 | Yes (X) | ||||
| Stuart Hirshfield | |||||||||
| Professor Computer Science | 40 | $170,124 | $0 | $32,902 | Yes (X) | ||||
| Meredith Harper Bonham | |||||||||
| Senior Assoc. Dean of Students for Strategic Initiatives | 40 | $125,324 | $0 | $13,135 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,414,951 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $719,104 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 132 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Charles A Gaetano Construction Co | |||||
| 258 Genessee St | Utica | NY | 13502 | General Contractor | $12,166,456 |
| Machado & Silvetti Associates | |||||
| 560 Harrison Ave | Boston | MA | 02118 | Architects | $734,724 |
| Lupini Construction | |||||
| 11 Mill St | New York Mills | NY | 13417 | General Contractor | $534,241 |
| Bank of New York Mellon | |||||
| One Wall St | New York | NY | 10286 | Investment Management | $504,283 |
| Wellington Small Cap | |||||
| 280 Congress St | Boston | MA | 02210 | Investment Managment | $418,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,869,315 | GovernmentGrantsAmt |
| All Other Contributions | $23,392,297 | AllOtherContributionsAmt |
| Noncash Contributions | $3,366,776 | NoncashContributionsAmt |
| Total Contributions | $25,261,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | $90,345,725 | $90,345,725 | $0 | $0 |
| Room and board | 611310 | $21,120,104 | $21,120,104 | $0 | $0 |
| Auxiliary operations | 611310 | $1,182,136 | $1,182,136 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $796,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $796,985 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $113,444,950 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,373,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $126,958 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,246,556 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,798 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $379,157 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $316,389 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,768 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,768 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $605,221,829 | SecuritiesAmt |
| Other | $420,502 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $480,266,589 | SecuritiesAmt |
| Other | $730,743 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $124,955,240 | SecuritiesAmt |
| Other | -$310,241 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,644,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$310,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,059,116 | UnrelatedBusinessRevenueAmt |
| Exclusion | $123,896,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,795,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,197,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,186,074 | UnrelatedBusinessRevenueAmt |
| Exclusion | $140,150,478 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Program Services | $56,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,941,881 | TotalAmt |
| Program Services | $29,941,881 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,516,885 | TotalAmt |
| Program Services | $2,516,885 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,220 | TotalAmt |
| Program Services | $385,729 | ProgramServicesAmt |
| Management And General | $2,001,231 | ManagementAndGeneralAmt |
| Fundraising | $301,260 | FundraisingAmt |
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 | $49,127,612 | TotalAmt |
| Program Services | $42,700,437 | ProgramServicesAmt |
| Management And General | $3,572,917 | ManagementAndGeneralAmt |
| Fundraising | $2,854,258 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,241,333 | TotalAmt |
| Program Services | $3,671,439 | ProgramServicesAmt |
| Management And General | $327,311 | ManagementAndGeneralAmt |
| Fundraising | $242,583 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,788,145 | TotalAmt |
| Program Services | $7,476,362 | ProgramServicesAmt |
| Management And General | $783,175 | ManagementAndGeneralAmt |
| Fundraising | $528,608 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,873,601 | TotalAmt |
| Program Services | $3,239,722 | ProgramServicesAmt |
| Management And General | $399,313 | ManagementAndGeneralAmt |
| Fundraising | $234,566 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,641 | TotalAmt |
| Management And General | $269,641 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,245 | TotalAmt |
| Management And General | $201,245 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793 | TotalAmt |
| Management And General | $793 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,333,121 | TotalAmt |
| Management And General | $3,333,121 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,794,167 | TotalAmt |
| Program Services | $1,262,553 | ProgramServicesAmt |
| Management And General | $1,095,972 | ManagementAndGeneralAmt |
| Fundraising | $435,642 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,153 | TotalAmt |
| Program Services | $305,449 | ProgramServicesAmt |
| Management And General | $16,704 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,989,342 | TotalAmt |
| Program Services | $7,863,434 | ProgramServicesAmt |
| Management And General | $625,451 | ManagementAndGeneralAmt |
| Fundraising | $500,457 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,325 | TotalAmt |
| Program Services | $1,059,690 | ProgramServicesAmt |
| Management And General | $169,635 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,868,388 | TotalAmt |
| Program Services | $4,734,507 | ProgramServicesAmt |
| Management And General | $75,460 | ManagementAndGeneralAmt |
| Fundraising | $58,421 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,701,877 | TotalAmt |
| Program Services | $4,104,118 | ProgramServicesAmt |
| Management And General | $320,316 | ManagementAndGeneralAmt |
| Fundraising | $277,443 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,128 | TotalAmt |
| Program Services | $137,341 | ProgramServicesAmt |
| Management And General | $12,264 | ManagementAndGeneralAmt |
| Fundraising | $13,523 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,598,276 | TotalAmt |
| Program Services | $11,598,276 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,573,361 | TotalAmt |
| Program Services | $11,854,735 | ProgramServicesAmt |
| Management And General | $2,609,025 | ManagementAndGeneralAmt |
| Fundraising | $109,601 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,769 | TotalAmt |
| Program Services | $12,920 | ProgramServicesAmt |
| Management And General | $1,002,849 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food service cost | $5,489,719 | $5,172,041 | $0 | $317,678 |
| Restricted program expenses | $3,165,010 | $2,445,002 | $524,008 | $196,000 |
| Membership dues | $232,119 | $136,715 | $95,404 | $0 |
| Small equipment & software | $182,948 | $182,948 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,900 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $769,316 | ManagementAndGeneralAmt |
| Fundraising | $245,584 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,378,959 | TotalAmt |
| Program Services | $140,858,184 | ProgramServicesAmt |
| Management And General | $18,205,151 | ManagementAndGeneralAmt |
| Fundraising | $6,315,624 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,539,604 | BOYAmt |
| EOY | $48,043,435 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,885,169 | BOYAmt |
| EOY | $15,024,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,850 | BOYAmt |
| EOY | $1,209,187 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,848 | 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 | $2,609,797 | BOYAmt |
| EOY | $2,493,553 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,420 | BOYAmt |
| EOY | $565,149 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,662 | BOYAmt |
| EOY | $1,695,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $440,027,885 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,888,892 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,599,703 | BOYAmt |
| EOY | $261,138,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,693,858 | BOYAmt |
| EOY | $782,158,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,158,122 | BOYAmt |
| EOY | $258,164,069 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,118,724 | BOYAmt |
| EOY | $7,185,700 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,614,047 | BOYAmt |
| EOY | $4,509,615 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,072,804 | BOYAmt |
| EOY | $1,382,188,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,827,723 | BOYAmt |
| EOY | $13,622,488 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,819,012 | BOYAmt |
| EOY | $150,399,534 | 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 | $1,388,512 | BOYAmt |
| EOY | $1,274,514 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,386,633 | BOYAmt |
| EOY | $100,412,898 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,184,931 | BOYAmt |
| EOY | $38,432,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,606,811 | BOYAmt |
| EOY | $304,142,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,519,746 | BOYAmt |
| EOY | $230,614,551 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,457,197 | BOYAmt |
| EOY | $609,597,497 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,489,050 | BOYAmt |
| EOY | $237,834,783 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,465,993 | BOYAmt |
| EOY | $1,078,046,831 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,072,804 | BOYAmt |
| EOY | $1,382,188,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $114,416,682 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $47,057,613 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,893,457 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,477,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,817,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,047,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,076,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,261,612 | CurrentTaxYearAmt |
| Total | $154,680,510 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,477,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,817,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,047,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,076,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,261,612 | CurrentTaxYearAmt |
| Total | $154,680,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,285,406 | SubstantialContributorsTotAmt |
| Public Support Total170 | $142,395,104 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,079,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,176,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,532,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,021,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,373,514 | CurrentTaxYearAmt |
| Total | $41,183,433 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $195,863,943 | TotalSupportAmt |
| Public Support CY170 | 0.72701 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $793 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $793 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The College pays membership dues to the National Association of Independent Colleges and Universities. Approximately 7% of our annual dues is attributed to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $255,100 | RevenuesIncludedAmt |
| Assets Included | $4,416,474 | AssetsIncludedAmt |
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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Teaching | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $710,428,368 | BeginningYearBalanceAmt |
| Contributions | $10,304,616 | ContributionsAmt |
| Investment Earnings Or Losses | $173,354,591 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,030,610 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,894,359 | OtherExpendituresAmt |
| Administrative Expenses | $4,323,532 | AdministrativeExpensesAmt |
| End Year Balance | $858,839,074 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $635,234,676 | BeginningYearBalanceAmt |
| Contributions | $2,848,737 | ContributionsAmt |
| Investment Earnings Or Losses | $106,442,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,701,429 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,447,238 | OtherExpendituresAmt |
| Administrative Expenses | $3,948,582 | AdministrativeExpensesAmt |
| End Year Balance | $710,428,368 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $657,528,914 | BeginningYearBalanceAmt |
| Contributions | $27,717,880 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,750,010 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,688,666 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,006,382 | OtherExpendituresAmt |
| Administrative Expenses | $3,567,060 | AdministrativeExpensesAmt |
| End Year Balance | $635,234,676 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $552,767,728 | BeginningYearBalanceAmt |
| Contributions | $14,616,004 | ContributionsAmt |
| Investment Earnings Or Losses | $120,443,644 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,775,828 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,499,678 | OtherExpendituresAmt |
| Administrative Expenses | $3,022,956 | AdministrativeExpensesAmt |
| End Year Balance | $657,528,914 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,817,388 | BeginningYearBalanceAmt |
| Contributions | $5,500,861 | ContributionsAmt |
| Investment Earnings Or Losses | $87,676,586 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,558,158 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,284,154 | OtherExpendituresAmt |
| Administrative Expenses | $2,384,795 | AdministrativeExpensesAmt |
| End Year Balance | $552,767,728 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.62 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $21,655,889 | OtherCostOrOtherBasisAmt |
| Book Value | $21,655,889 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $304,655,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,826,185 | DepreciationAmt |
| Book Value | $172,829,736 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $65,621,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,802,026 | DepreciationAmt |
| Book Value | $18,819,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $48,094,369 | OtherCostOrOtherBasisAmt |
| Depreciation | $260,681 | DepreciationAmt |
| Book Value | $47,833,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $261,138,993 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Faculty mortgages | $1,569,469 | F |
| Beneficial interest trusts | $7,586,817 | F |
| Insurance | $21,862,000 | F |
| Real Estate | $32,579,987 | F |
| Energy | $69,767,171 | F |
| Hedge Funds | $38,282,258 | F |
| Private Equity | $86,516,367 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $258,164,069 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuity payable | $20,170,848 |
| Liability under securities lending lending transactions | $4,500,198 |
| Deposit and advances | $5,422,760 |
| Post retirement benefit obligation | $3,422,040 |
| Funds held in trust for others | $1,760,855 |
| Asset retirement obligation | $1,643,711 |
| Refundable government student loans | $1,512,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,432,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $320,262,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $47,057,613 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$2,893,457 | OtherRevenueAmt |
| Revenue Not Reported | $44,164,156 | RevenueNotReportedAmt |
| Revenue Subtotal | $276,098,739 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,323,532 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$626,630 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,696,902 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $279,795,641 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $161,682,057 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $626,630 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $626,630 | ExpensesNotReportedAmt |
| Expenses Subtotal | $161,055,427 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,323,532 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,323,532 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $165,378,959 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | While the ultimate purpose of the Museum is to increase the educational scope and opportunity for appreciation of the fine arts by Hamilton's students, it also seeks to enrich campus cultural life in general, as well as contribute to the cultural enrichment of the surrounding community. The collection includes more than 4,000 works of art, with strengths in American prints and works on paper, British art of the 20th century, ancient vases and glass, and Native American and Pre-Columbian art. |
| Schedule D, Part V, Line 4 | Endowment funds are used largely for scholarships, professorships and other academic programs of the College including support for the library, research activities, and internship support for students. |
| Schedule D, Part X, Line 2 | The College recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. The College believes it has taken no significant uncertain tax positions. |
| Schedule D, Part XI, Line 2d | Change in annuity and life income obligations (-3,132,065), FASB 106 adjustment (138,110), non-operating revenue (125,994), foreign mortgage valuation adjustment (-25,496). |
| Schedule D, Part XI, Line 4b | Rental expenses (-316,389), loss on disposal of fixed assets (-310,241). |
| Schedule D, Part XII, Line 2d | Rental expenses (-316,389), loss on disposal of fixed assets (-310,241). |
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 College complies with all relevant state and federal laws on non-discrimination. The Senior Associate Dean of Students is responsible for coordinating the College's efforts to comply with Title IX of the Education Amendment of 1972, as well as its procedures for dealing with harassment on the basis of race, color, religion, creed, ethnicity, gender or gender identity, age, sexual and affectional orientation/associations, genetic information or mental/physical disabilities. The Associate Dean of Students for Multicultural Affairs and Accessibility Services oversees compliance with the Americans with Disabilities Act (ADA) and Section 504 of the Rehabilitation Act for students. Our non-discrimination policy is printed in our admission viewbook and on our application supplement. Anyone interested in applying to the College receives these materials. |
| Schedule E, Part I, Line 6 | The College receives federal funding from the SEOG, Pell and federal work study programs for scholarship aid to students. We also receive funding from the NYS Higher Education Opportunity Program and NYS Aid to Private Colleges. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 2 | 2 | Program Services | The College offers students the opportunity to study abroad in France and Spain to provide a rich cultural and academic experience and develop proficiency in a foreign language. Classes are taught and excursions are provided to give students many opportunities to immerse themselves in the language and culture of the country. | $2,658,549 |
| East Asia and the Pacific | 1 | 2 | Program Services | The College offers an intensive language and culture program in Beijing to develop students' interests in the Chinese language and cultural and educational opportunities of the area. | $864,771 |
| South Asia | 0 | 0 | Program Services | The College belongs to a consortium that provides a study abroad experience in India. | $97,574 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Research activities and conference related travel | $73,126 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Research activities and conference related travel | $52,468 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research activities and conference related travel | $13,550 |
| East Asia and the Pacific | 0 | 0 | Program Services | Research activities and conference related travel | $9,087 |
| Middle East and North Africa | 0 | 0 | Speaking at Seminars or Conferences | $1,703 | |
| South America | 0 | 0 | Speaking at Seminars or Conferences | $782 | |
| Central America and the Caribbean | 0 | 0 | Investments | $173,402,156 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $7,728,006 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $649,028 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $544,877 | |
| South Asia | 0 | 0 | Grantmaking | $366,892 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | $389,470 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | $218,948 | |
| Russia and the newly independent States | 0 | 0 | Grantmaking | $115,040 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $97,574 | |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $85,750 | |
| South America | 0 | 0 | Grantmaking | $49,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Spent | $187,418,657 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Grantmaking | East Asia and the Pacific | 16 | $649,028 | Check |
| Grantmaking | Sub-Saharan Africa | 10 | $544,877 | Check |
| Grantmaking | North America (including Canada and Mexico, but not the United States) | 10 | $389,470 | Check |
| Grantmaking | South Asia | 7 | $366,892 | Check |
| Grantmaking | Europe (including Iceland and Greenland) | 4 | $218,948 | Check |
| Grantmaking | Russia and the newly independent States | 3 | $115,040 | Check |
| Grantmaking | Middle East and North Africa | 2 | $97,574 | Check |
| Grantmaking | Central America and the Caribbean | 2 | $85,750 | Check |
| grantmaking | South America | 1 | $49,306 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | The College follows federal guidelines for determining the financial need of each student attending programs outside of the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide us with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student. |
| Schedule F, Part I, Line 3 | All expenses and grants listed in Part I are based upon the accrual method of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|
| Clinton Central School | ||||||
| 75 Chenango Ave | Clinton | NY | 13323 | 156002171 | $22,000 | |
| Kirkland Town Library | ||||||
| 551/2 College St | Clinton | NY | 13323 | 150543588 | $13,000 | |
| Kirkland Art Center | ||||||
| East Park Row | Clinton | NY | 13323 | 150618473 | $8,000 | 501(c)(3) |
| Clinton Fire Department | ||||||
| PO Box 134 | Clinton | NY | 13323 | 300504957 | $7,000 | |
| Clinton Central School Foundation | ||||||
| 75 Chenango Ave | Clinton | NY | 13323 | 161413396 | $6,000 | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| College funded scholarships | 502 | $16,416,626 | $0 |
| Special scholarships | 201 | $6,840,114 | $0 |
| General scholarships | 154 | $4,975,607 | $0 |
| Private gifts | 29 | $1,013,628 | $0 |
| Prize scholarships | 19 | $560,255 | $0 |
| Federal grants | 34 | $135,651 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The College follows federal guidelines for determining the financial need of each student attending programs in the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide us with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joan H Stewart | ||||||||||||||
| President | $486,114 | $0 | $0 | $0 | $12,988 | $0 | $88,970 | $0 | $54,707 | $0 | $642,779 | $0 | $0 | $0 |
| Karen L Leach | ||||||||||||||
| VP Admin & Finance | $270,660 | $0 | $0 | $0 | $16,715 | $0 | $25,500 | $0 | $19,948 | $0 | $332,823 | $0 | $0 | $0 |
| Lori Dennison | ||||||||||||||
| Secretary & Executive Director | $147,957 | $0 | $0 | $0 | $1,628 | $0 | $14,982 | $0 | $45,633 | $0 | $210,200 | $0 | $0 | $0 |
| Monica Inzer | ||||||||||||||
| VP Admissions | $222,898 | $0 | $0 | $0 | $6,035 | $0 | $22,398 | $0 | $82 | $0 | $251,413 | $0 | $0 | $0 |
| Patrick Reynolds | ||||||||||||||
| VP Academic Affairs & Dean of Faculty | $214,185 | $0 | $0 | $0 | $944 | $0 | $21,763 | $0 | $45,472 | $0 | $282,364 | $0 | $0 | $0 |
| David L Smallen | ||||||||||||||
| VP IT Services | $226,056 | $0 | $0 | $0 | $2,701 | $0 | $22,914 | $0 | $8,711 | $0 | $260,382 | $0 | $0 | $0 |
| Richard C Tantillo | ||||||||||||||
| VP Comm & Develop | $245,035 | $0 | $0 | $0 | $5,072 | $0 | $25,374 | $0 | $102,130 | $0 | $377,611 | $0 | $0 | $0 |
| Peter Tonetti | ||||||||||||||
| Chief Investment Officer | $392,603 | $0 | $0 | $0 | $3,740 | $0 | $25,500 | $0 | $3,368 | $0 | $425,211 | $0 | $0 | $0 |
| Edward Walker | ||||||||||||||
| Professor Government | $179,550 | $0 | $0 | $0 | $2,669 | $0 | $18,055 | $0 | $0 | $0 | $200,274 | $0 | $0 | $0 |
| Hong Gang Jin | ||||||||||||||
| Professor Chinese Studies | $179,905 | $0 | $0 | $0 | $684 | $0 | $18,079 | $0 | $6,512 | $0 | $205,180 | $0 | $0 | $0 |
| Frank Anechiarico | ||||||||||||||
| Professor Government | $177,497 | $0 | $0 | $0 | $935 | $0 | $17,980 | $0 | $7,930 | $0 | $204,342 | $0 | $0 | $0 |
| Peter Rabinowitz | ||||||||||||||
| Professor Comparative Literature | $169,690 | $0 | $0 | $0 | $1,867 | $0 | $17,380 | $0 | $8,611 | $0 | $197,548 | $0 | $0 | $0 |
| Stuart Hirshfield | ||||||||||||||
| Professor Computer Science | $169,126 | $0 | $0 | $0 | $998 | $0 | $17,550 | $0 | $15,352 | $0 | $203,026 | $0 | $0 | $0 |
| Meredith Harper Bonham | ||||||||||||||
| Senior Assoc. Dean of Students for Strategic Initiatives | $123,754 | $0 | $0 | $0 | $1,570 | $0 | $12,535 | $0 | $600 | $0 | $138,459 | $0 | $0 | $0 |
| Nancy Thompson | ||||||||||||||
| VP and Dean of Students | $150,353 | $0 | $0 | $0 | $1,022 | $0 | $15,473 | $0 | $35,595 | $0 | $202,443 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | The College requires that the President, the VP for Academic Affairs and the VP for Communications and Development reside on campus as a condition of their employment; therefore, College owned housing is provided for them. In addition, the College pays for reasonable costs of housekeeping to maintain the president's residence. Other services provided to the president include travel for her spouse when it has been determined that his travel fulfills a bona fide business purpose for the College and payment for membership in one club in Manhattan, such as the University Club, for the purpose of meeting with College constituents, sponsoring College events and otherwise conducting College business. Because these benefits are nontaxable, they are not included in the employees' Form W-2. |
| Schedule J, Part I, Line 3 | See schedule O disclosure for Form 990, Part VI, Section B, Line 15. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Oneida County Industrial development Agency | ||||||||
| A | 090210781 | 682462LDG | 2005-06-09 | $8,781,124 | Construct electric substation, renovate campus bldgs, refunding of bonds issued 11/2/95 | 0 | 0 | 0 |
| Oneida County Industrial Development Agency | ||||||||
| B | 090210781 | 682465BZ1 | 2007-03-20 | $59,690,356 | Construct 40,000 sq ft addition, renovate other bldgs, refunding of bonds issued 2/11/99 | 0 | 0 | 0 |
| Dormitory Authority of State of NY | ||||||||
| C | 146000293 | 649905XD3 | 2010-02-11 | $13,984,775 | Refunding of bonds issued 2/11/99 | 0 | 0 | 0 |
| Onieda County Industrial Development Agency | ||||||||
| D | 090210781 | 682465DA4 | 2008-09-25 | $54,964,593 | Refunding of bonds issued 6/21/02 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,785,000 | $0 | $8,781,754 | $0 | $0 | $0 | $175,622 | $70,235 | $0 | $2,521,877 | $6,013,390 | $0 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $3,471,318 | $0 | $61,195,296 | $0 | $0 | $0 | $864,959 | $459,000 | $0 | $35,414,916 | $22,951,480 | $0 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $2,875,000 | $0 | $13,984,862 | $0 | $0 | $0 | $279,695 | $0 | $0 | $85,792 | $13,619,288 | $0 | 2001 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $7,950,000 | $0 | $54,964,593 | $0 | $0 | $0 | $371,363 | $0 | $2,748,230 | $0 | $51,845,000 | $0 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| D | 0 | 0 | Yes (1) | Yes (1) | 0.0015 | 0 | 0.0015 | 0 | 0 | 0 | Yes (1) | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lehman Brothers | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) | .24 | 0 | Yes (1) | 0 | 0 | 0 |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3-06/09/2005 8,781,124 Oneida County Industrial development Agency | The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. |
| Schedule K, Part II, Line 3-03/20/2007 59,690,356 Oneida County Industrial Development Agency | The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. |
| Schedule K, Part II, Line 3-02/11/2010 13,984,775 Dormitory Authority of State of NY | The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. |
| Schedule K, Part IV, Line 2c-06/09/2005 8,781,124 Oneida County Industrial development Agency | The College hires a consultant to prepare an Arbitrage Rebate Report annually for each issue. The most recent reports through June 30, 2014 determined that no rebate liability exists. |
| Schedule K, Part IV, Line 2c-03/20/2007 59,690,356 Oneida County Industrial Development Agency | The College hires a consultant to prepare an Arbitrage Rebate Report annually. The most recent reports through June 30, 2014 determined that no rebate liability exists. |
| Schedule K, Part IV, Line 2c-02/11/2010 13,984,775 Dormitory Authority of State of NY | The College hires a consultant to prepare an Arbitrage Rebate Report annually. The most recent reports through June 30, 2014 determined that no rebate liability exists. |
| Schedule K, Part IV, Line 2c-09/25/2008 54,964,593 Onieda County Industrial Development Agency | The College hires a consultant to prepare an Arbitrage Rebate Report annually. The most recent reports through June 30, 2014 determined that no rebate liability exists. |
| Schedule K, Part V-06/09/2005 8,781,124 Oneida County Industrial development Agency | The College is working with bond counsel to establish written procedures to insure adherence to all federal requirements and disclosures regarding all bond issues. |
| Schedule K, Part V-03/20/2007 59,690,356 Oneida County Industrial Development Agency | The College is working with bond counsel to establish written procedures to insure adherence to all federal requirements and disclosures regarding all bond issues. |
| Schedule K, Part V-02/11/2010 13,984,775 Dormitory Authority of State of NY | The College is working with bond counsel to establish written procedures to insure adherence to all federal requirements and disclosures regarding all bond issues. |
| Schedule K, Part V-09/25/2008 54,964,593 Onieda County Industrial Development Agency | The College is working with bond counsel to establish written procedures to insure adherence to all federal requirements and disclosures regarding all bond issues. |
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 | Oneida County Local Development Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273190422 | BondIssuerEIN |
| CUSIP | 682440AT9 | CUSIPNum |
| Bond Issued | 2013-07-02 | BondIssuedDt |
| Issue Price | $23,886,715 | IssuePriceAmt |
| Purpose | Complete construction of theater /studio arts building, renovate Minor Theater into a dormitory | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | 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 | $23,894,501 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $268,037 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $17,750,183 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $5,876,281 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3-07/02/2013 23,886,715 Oneida County Local Development Corporation | The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. |
| Schedule K, Part IV, Line 2c-07/02/2013 23,886,715 Oneida County Local Development Corporation | The College hires a consultant to prepare an Arbitrage Rebate Report annually. The most recent reports through June 30, 2014 determined that no rebate liability exists. |
| Schedule K, Part V-07/02/2013 23,886,715 Oneida County Local Development Corporation | The College is working with bond counsel to establish written procedures to insure adherence to all federal requirements and disclosures regarding all bond issues. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIAA-CREF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee is COO of TIAA-CREF | RelationshipDescriptionTxt |
| Transaction | $8,118,746 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | TIAA-CREF is the record keeper of the College's retirement plan assets. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $255,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 187 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,111,676 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Exchange | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | College policy stipulates that gifts of securities are to be sold upon receipt. Investment firms are used to sell securities received as contributions. |
| Schedule M, Part I, Line 33 | The College received support for various events and other miscellaneous non cash gifts totaling $8,635 that were not reported as revenue. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Form 990 was reviewed by the Audit Committee, a six member committee of the Board of Trustees. A copy was made available to all remaining Trustees before filing. |
| Form 990, Part VI, Section B, Line 12c | Officers, trustees and key employees are required to complete a questionnaire regarding potential conflicts of interest on an annual basis. The questionnaires are reviewed by the Vice President for Administration and Finance and appropriate actions taken if necessary. The statements are maintained in a file on College premises. |
| Form 990, Part VI, Section B, Line 15 | The process for determining compensation for the President and Senior Officers of the College (includes the Vice Presidents of Administration and Finance, IT, Academic Affairs, Admissions & Financial Aid, Communications & Development, Dean of Students, Chief Investment Officer, Chief Diversity Officer and Executive Director of the President's Office) meets the three requirements of the rebuttable presumption provisions under Treas. Reg. 53.4958-6. An annual review of comparability data from a national survey and a survey of 25 comparable schools, as well as a review of the Form 990 of other organizations is used to inform decisions. This information is reviewed by the Executive Compensation Sub-committee of the Board, consisting of the Chair, the Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. The Committee members are independent of management and free of any conflicts that would impair their judgment. Finally the Executive Compensation Sub-committee adequately and timely documented its decisions regarding compensation. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy and financial statements are posted on our website at www.hamilton.edu. |
| Form 990, Part XI, Line 9 | Change in annuity and life income obligations (-3,132,065), FASB 106 adjustment (138,110), non-operating revenue (125,994), foreign mortgage valuation adjustment (-25,496). |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Pooled Income Funds (3) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | N/A | T | Yes (1) |
| Charitable Remainder Annuity Trusts (4) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | N/A | T | Yes (1) |
| Charitable Remainder Unitrusts (23) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | N/A | T | Yes (1) |
| Charitable Remainder Unitrust (1) | ||||||||
| 3125 Country Rd 250 | Durango | CO | 81301 | Trust | CO | N/A | T | Yes (1) |
| Charitable Remainder Unitrust (1) | ||||||||
| 41 Woodside Way | San Rafael | CA | 94901 | Trust | CA | N/A | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Unitrusts (23) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | s | TransactionTypeTxt |
| Involved | $207,892 | InvolvedAmt |
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