SUSQUEHANNA UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA UNIVERSITY (EIN 23-1353385)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-07
- IRS object ID
- 201531279349300933
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T10:39:10-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 | 231353385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSQ | BusinessNameControlTxt |
| Phone | 5703724128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A COYNE | PersonNm |
| Person Title | VP FOR FIN & ADMIN | PersonTitleTxt |
| Phone | 5703724128 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY E MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| 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 | L JAY LEMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,612,556 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUSQU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1859 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 2045 | TotalEmployeeCnt |
| Total Volunteers | 850 | TotalVolunteersCnt |
| Total Gross UBI | $101,462 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$23,300 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,934,953 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,960,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,083,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $103,886,928 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,094,807 | PYOtherRevenueAmt |
| CY Other Revenue | $1,719,174 | CYOtherRevenueAmt |
| PY Total Revenue | $108,153,245 | PYTotalRevenueAmt |
| CY Total Revenue | $114,612,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,094,421 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,533,463 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,722,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,909,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,412,615 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,543,970 | PYOtherExpensesAmt |
| CY Other Expenses | $35,076,899 | CYOtherExpensesAmt |
| PY Total Expenses | $112,370,551 | PYTotalExpensesAmt |
| CY Total Expenses | $116,519,837 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,217,306 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,907,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $321,657,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $340,956,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,176,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,217,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,481,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $260,739,266 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $107,592,576 | ExpenseAmt |
| Grant | $41,533,463 | GrantAmt |
| Revenue | $105,504,640 | RevenueAmt |
| Desc | PROVIDING A COMPREHENSIVE POST-SECONDARY EDUCATIONAL EXPERIENCE TO 2,145 (FTE) STUDENTS. | Desc |
| Total Program Service Expenses | $107,592,576 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 205 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2045 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A COYNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5703724128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALAN BENNETT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BARRY JACKSON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BONNIE BUCKS REECE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRUCE FICKEN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CAMERON DOUGHERTY | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID STEINAU | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $66,560 | $0 | $11,474 | |||||
| DAWN MUELLER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| DOUGLAS KNISS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| EDWARD SCHMIDT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| FRANK LEBER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| FRANK TREMBULAK | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE LIBEROPOULOS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| HAROLD O'CONNOR | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES STOWE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES SUMMERS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFREY ROUSH | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN CARPENTER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| JOHN REHM | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN STRANGFELD | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| JOHN YOST | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOSEPH PALCHAK | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHI FLACK | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LINDA FETTEROLF | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARK BURKHARDT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARTIN ORTENZIO | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARTIN PINTER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARY CIANNI | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MATTHEW ROUSU | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $87,141 | $0 | $19,867 | |||||
| PETER NUNN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT BUCKFELDER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT GRONLUND | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SALVATORE FAZZOLARI | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SANDRA ROCKS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SEWARD PROSSER MELLON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SHAWN BERKEBILE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SIDNEY APFELBAUM | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SIGNE GATES | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM LEWIS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| WILLIAM SORDONI | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LARRY JAY LEMONS | ||||||||||
| PRESIDENT | 55.00 | $469,386 | $0 | $87,749 | Yes (X) | |||||
| LINDA MCMILLIN | ||||||||||
| PROVOST & DEAN OF FACULTY | 55.00 | $176,966 | $0 | $22,251 | Yes (X) | |||||
| MICHAEL COYNE | ||||||||||
| VP FOR FINANCE & ADMINISTRATION | 55.00 | $264,255 | $0 | $29,774 | Yes (X) | 0.10 | ||||
| ALICIA JACKSON | ||||||||||
| ASSOC PROF OF MANAGEMENT | 55.00 | $156,039 | $0 | $20,055 | Yes (X) | |||||
| PHILIP WINGER | ||||||||||
| VP CHIEF OF STAFF | 55.00 | $128,025 | $0 | $24,155 | Yes (X) | |||||
| RONALD COHEN | ||||||||||
| VP UNIVERSITY RELATIONS | 55.00 | $164,874 | $0 | $26,507 | 0.10 | Yes (X) | ||||
| VALERIE MARTIN | ||||||||||
| ASSOC PROVOST & DEAN OF A&S | 55.00 | $155,464 | $0 | $15,348 | Yes (X) | |||||
| LISA SCOTT | ||||||||||
| VP FOR STUDENT ENGAGEMENT & SUCCESS | 55.00 | $126,217 | $0 | $21,001 | Yes (X) | |||||
| SARA KIRKLAND | ||||||||||
| FORMER EXEC VP FOR PLANNING & ADMIN | 20.00 | $135,994 | $0 | $21,679 | Yes (X) | |||||
| CARL MOSES | ||||||||||
| FORMER PROVOST | 40.00 | $211,012 | $0 | $29,672 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,141,933 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $329,532 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAUL EWING LLP | |||||
| CENTRE SQUARE W 1500 MARKET ST | PHILADELPHIA | PA | 191022186 | LEGAL SERVICES | $224,652 |
| BUDDY L DORMAN JR | |||||
| PO BOX 237 | HUMMELS WHARF | PA | 17831 | CLEANING SERVICES | $168,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,149,779 | GovernmentGrantsAmt |
| All Other Contributions | $7,810,947 | AllOtherContributionsAmt |
| Noncash Contributions | $535,673 | NoncashContributionsAmt |
| Total Contributions | $8,960,726 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION, ROOM & BOARD | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $103,886,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,886,928 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $103,886,928 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,728 | TotalRevenueColumnAmt |
| Exclusion | $45,728 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RELATED PROGRAMMING | 812900 | $1,617,712 | $1,617,712 | |
| OTHER | 812900 | $101,462 | $101,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,719,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,612,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,504,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,728 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,000 | TotalAmt |
| Program Services | $174,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,343,810 | TotalAmt |
| Program Services | $41,343,810 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,653 | TotalAmt |
| Program Services | $15,653 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,279 | TotalAmt |
| Program Services | $262,470 | ProgramServicesAmt |
| Management And General | $921,809 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,355,771 | TotalAmt |
| Program Services | $25,023,473 | ProgramServicesAmt |
| Management And General | $1,904,762 | ManagementAndGeneralAmt |
| Fundraising | $1,427,536 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,189,942 | TotalAmt |
| Program Services | $1,899,064 | ProgramServicesAmt |
| Management And General | $163,958 | ManagementAndGeneralAmt |
| Fundraising | $126,920 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,226,979 | TotalAmt |
| Program Services | $5,813,076 | ProgramServicesAmt |
| Management And General | $198,162 | ManagementAndGeneralAmt |
| Fundraising | $215,741 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,504 | TotalAmt |
| Program Services | $1,694,371 | ProgramServicesAmt |
| Management And General | $162,472 | ManagementAndGeneralAmt |
| Fundraising | $95,661 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,451 | TotalAmt |
| Program Services | $90,451 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,750 | TotalAmt |
| Program Services | $61,750 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,000 | TotalAmt |
| Management And General | $365,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,241,418 | TotalAmt |
| Program Services | $1,772,274 | ProgramServicesAmt |
| Management And General | $431,403 | ManagementAndGeneralAmt |
| Fundraising | $37,741 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738,978 | TotalAmt |
| Program Services | $2,178,777 | ProgramServicesAmt |
| Management And General | $418,961 | ManagementAndGeneralAmt |
| Fundraising | $141,240 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,262 | TotalAmt |
| Program Services | $18,354 | ProgramServicesAmt |
| Management And General | $969,908 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,383,664 | TotalAmt |
| Program Services | $3,356,048 | ProgramServicesAmt |
| Management And General | $19,977 | ManagementAndGeneralAmt |
| Fundraising | $7,639 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,599,184 | TotalAmt |
| Program Services | $2,435,483 | ProgramServicesAmt |
| Management And General | $57,523 | ManagementAndGeneralAmt |
| Fundraising | $106,178 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,677 | TotalAmt |
| Program Services | $776,737 | ProgramServicesAmt |
| Management And General | $162,156 | ManagementAndGeneralAmt |
| Fundraising | $3,784 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,009 | TotalAmt |
| Program Services | $2,749,009 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,477,916 | TotalAmt |
| Program Services | $9,477,916 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,931 | TotalAmt |
| Management And General | $221,931 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $3,958,543 | $3,958,543 | ||
| OFF CAMPUS STUDY | $1,321,128 | $1,321,128 | ||
| EQUIPMENT/R&M | $940,144 | $814,954 | $120,624 | $4,566 |
| LIBRARY MATERIALS | $347,894 | $347,894 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,648,950 | TotalAmt |
| Program Services | $2,007,341 | ProgramServicesAmt |
| Management And General | $396,000 | ManagementAndGeneralAmt |
| Fundraising | $245,609 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,519,837 | TotalAmt |
| Program Services | $107,592,576 | ProgramServicesAmt |
| Management And General | $6,514,646 | ManagementAndGeneralAmt |
| Fundraising | $2,412,615 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415 | BOYAmt |
| EOY | $5,385 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,041,496 | BOYAmt |
| EOY | $3,795,581 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,566,273 | BOYAmt |
| EOY | $3,515,783 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,611,076 | BOYAmt |
| EOY | $1,756,352 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499 | BOYAmt |
| EOY | $2,501 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,481 | BOYAmt |
| EOY | $319,025 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,913 | BOYAmt |
| EOY | $1,281,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $254,799,119 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,641,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,338,798 | BOYAmt |
| EOY | $147,157,473 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,329,168 | BOYAmt |
| EOY | $146,104,094 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,427,871 | BOYAmt |
| EOY | $30,675,997 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,361 | BOYAmt |
| EOY | $2,633,870 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,285,607 | BOYAmt |
| EOY | $3,708,606 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,657,958 | BOYAmt |
| EOY | $340,956,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,527 | BOYAmt |
| EOY | $8,373,741 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,391 | BOYAmt |
| EOY | $939,995 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,761,249 | BOYAmt |
| EOY | $63,905,225 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,936,145 | BOYAmt |
| EOY | $6,998,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,176,312 | BOYAmt |
| EOY | $80,217,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,930,392 | BOYAmt |
| EOY | $137,103,256 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,489,501 | BOYAmt |
| EOY | $46,706,922 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,061,753 | BOYAmt |
| EOY | $76,929,088 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,481,646 | BOYAmt |
| EOY | $260,739,266 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,657,958 | BOYAmt |
| EOY | $340,956,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,907,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,306,623 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $365,000 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $5,493,278 | 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $935,732 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,704,567 | BeginningYearBalanceAmt |
| Contributions | $2,869,235 | ContributionsAmt |
| Investment Earnings Or Losses | $19,861,828 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,863,316 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,820,367 | OtherExpendituresAmt |
| End Year Balance | $151,751,947 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,175,702 | BeginningYearBalanceAmt |
| Contributions | $1,286,200 | ContributionsAmt |
| Investment Earnings Or Losses | $15,471,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,496,174 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,732,793 | OtherExpendituresAmt |
| End Year Balance | $133,704,567 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,423,088 | BeginningYearBalanceAmt |
| Contributions | $7,716,481 | ContributionsAmt |
| Investment Earnings Or Losses | $304,960 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,441,741 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,827,086 | OtherExpendituresAmt |
| End Year Balance | $121,175,702 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,009,894 | BeginningYearBalanceAmt |
| Contributions | $2,904,083 | ContributionsAmt |
| Investment Earnings Or Losses | $26,205,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,499,671 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,196,268 | OtherExpendituresAmt |
| End Year Balance | $117,423,088 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,712,093 | BeginningYearBalanceAmt |
| Contributions | $6,099,081 | ContributionsAmt |
| Investment Earnings Or Losses | $7,611,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,349,063 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,063,554 | OtherExpendituresAmt |
| End Year Balance | $93,009,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,645,263 | OtherCostOrOtherBasisAmt |
| Book Value | $5,645,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,241,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,083,658 | DepreciationAmt |
| Book Value | $122,157,701 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,562,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,389,604 | DepreciationAmt |
| Book Value | $7,173,227 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,349,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,168,384 | DepreciationAmt |
| Book Value | $12,181,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,157,473 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $12,310,352 | F |
| FUNDS HELD IN TRUST BY OTHERS | $4,506,019 | F |
| HEDGE FUNDS | $13,427,481 | F |
| PRIVATE EQUITY | $432,145 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,675,997 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,956,232 |
| FUNDS HELD IN CUSTODY FOR OTHERS | $1,031,123 |
| OTHER | $1,483,712 |
| US GOVERNMENT ADVANCES REFUNDABLE | $2,372,030 |
| FIN47 | $155,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,998,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $135,412,457 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,306,623 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,493,278 | OtherRevenueAmt |
| Revenue Not Reported | $20,799,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,612,556 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,612,556 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $116,154,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $116,154,837 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $365,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $365,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $116,519,837 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE MAJORITY OF UNIVERSITY'S ART COLLECTION IS 1,600 FRENCH POSTERS. THESE ARE RESEARCHED AND EXHIBITED BY FRENCH STUDENTS AND FACULTY MEMBERS. THEY ARE ARCHIVED IN A VAULT FOR PRESERVATION. |
| PART V, LINE 4: | SU'S ENDOWMENT SUPPORTS THE FOLLOWING AREAS: ACADEMIC & STUDENT SUPPORT (40%), SCHOLARSHIPS (41%), OTHER OPERATIONS & FACILITIES (19%). |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014 AND 2013. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2011 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ENDOWMENT INCOME 4,765,303. CHANGE IN SPLIT INTEREST AGREEMENTS 190,439. OTHER NONOPERATING ACTIVITIES 537,536. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND INCLUDES A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. |
| SCHEDULE E, PART I, LINE 6 | SUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF GOVERNMENTAL AID: PELL GRANTS, SEOG GRANTS, WORK STUDY GRANTS, AND PHEAA STATE GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $1,926,452 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $447,134 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $150,651 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $102,821 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $30,461 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $42,792 |
| MIDDLE EAST AND N. AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $14,095 |
| CENTRAL AMERICA | 0 | 0 | INVESTMENTS | $13,427,281 | |
| RUSSIA AND NEIGHBORING ST | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $24,834 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $12,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,141,687 | SubtotalSpentAmt |
| Continuation Spent | $37,150 | ContinuationSpentAmt |
| Total Spent | $16,178,837 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| CENTRAL AMERICA | GENERAL SUPPORT | $5,000 | CHECK | $2,800 | SUPPLIES | FMV |
| CENTRAL AMERICA | GENERAL SUPPORT | NA | $2,800 | SUPPLIES | FMV | |
| EAST ASIA | POVERTY RELIEF | $10,653 | WIRE TRANSFER | $100 | USED CLOTHING | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 1: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. IS RELATED TO A SERVICE-LEARNING COURSE AND MISSION TRIP TAUGHT AND LED BY UNIVERSITY EMERITUS CHAPLAIN. THE PARTICIPANTS TRAVEL TO CENTRAL AMERICA FOR TWO WEEKS OVER THE WINTER BREAK WHICH LEADS TO TWO SEMESTER HOURS OF ACADEMIC CREDIT WHILE SERVING AT MISSION SITES INCLUDING CONGREGATIONS, CLINICS, REFUGEE AND IMMIGRANT COMMUNITIES, HOSPITALS AND AN ORPHANAGE. WHILE THERE, THEY ALSO DISTRIBUTE SUPPLIES THEY'VE COLLECTED FOR THE TRIP. IT IS ALSO RELATED TO A TWO-WEEK MISSION TRIP TO THE PHILIPPINES LEAD BY AN ASSOCIATE PROFESSOR OF RELIGION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SELINSGROVE BOROUGH | |||||||
| ONE N HIGH ST | SELINSGROVE | PA | 17870 | 236002939 | LOCAL GOV'T | $120,000 | GENERAL SUPPORT |
| DAUNTLESS HOSE COMPANY | |||||||
| 713 BRIDGE ST | SELINSGROVE | PA | 17870 | 230510390 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| SELINSGROVE AREA SCHOOL DISTRICT | |||||||
| 401 18TH ST | SELINSGROVE | PA | 17870 | 231727728 | LOCAL GOV'T | $46,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (24 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| DEAN SCHOLARSHIP | 830 | $10,924,150 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SUSQUEHANNA SCHOLARSHIP | 107 | $6,076,875 | FMV | CREDIT ON STUDENT ACCOUNTS |
| PRESIDENTAL SCHOLARSHIP | 320 | $5,633,461 | FMV | CREDIT ON STUDENT ACCOUNTS |
| COMMUNITY AWARD | 229 | $1,748,888 | FMV | CREDIT ON STUDENT ACCOUNTS |
| VALEDICTORIAN/SALUTATORIAN SCHOLARSHIP | 40 | $759,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| CAMPUS VISIT SCHOLARSHIP | 584 | $563,675 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MUSIC-PRESIDENTIAL SCHOLARSHIP | 7 | $126,500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| TRANSFER SCHOLARSHIP | 48 | $521,500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MUSIC SCHOLARSHIP | 81 | $238,250 | FMV | CREDIT ON STUDENT ACCOUNTS |
| FOUNDERS SCHOLARSHIP | 7 | $267,960 | FMV | CREDIT ON STUDENT ACCOUNTS |
| GO SHORT GRANT | 113 | $335,450 | FMV | CREDIT ON STUDENT ACCOUNTS |
| UNIVERSITY ASSISTANTSHIPS | 22 | $168,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU ROTC ROOM AND BOARD SCHOLARSHIPS | 10 | $93,510 | FMV | CREDIT ON STUDENT ACCOUNTS |
| ACADEMIC SCHOLARSHIP | 3 | $5,500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MUSIC-SUSQUEHANNA SCHOLARSHIP | 18 | $360,500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MINISTERIAL SCHOLARSHIP | 8 | $20,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| DEANS MUSIC SCHOLARSHIP | 13 | $189,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| FOREIGN STUDENTS SCHOLARSHIP | 1 | $31,280 | FMV | CREDIT ON STUDENT ACCOUNTS |
| THEATER SCHOLARSHIP | 7 | $27,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU YELLOW RIBBON SCHOLARSHIP | 5 | $41,348 | FMV | CREDIT ON STUDENT ACCOUNTS |
| GREEN SCHOLARSHIP | 6 | $88,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SAGE REWARDS PROGRAM | 1 | $1,570 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU SERVICE SCHOLARSHIP | 4 | $9,000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| OTHER GRANTS | 1234 | $13,113,393 | FMV | CREDIT ON STUDENT ACCOUNTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1: | FormAndLineReferenceDesc |
| Explanation | STUDENTS MAY BE AWARDED GRANT FUNDS ON THE BASIS OF ACADEMIC ACHIEVEMENT AND/OR FINANCIAL NEED. IN EACH CASE THE STUDENT CAN RETAIN ELIGIBILITY FOR FUNDING FOR AS MANY AS EIGHT SEMESTERS AS A FULL-TIME STUDENT, PROVIDED THE STUDENT MEETS THE RENEWAL CRITERIA SUCH AS GRADE POINT AVERAGE AND GRADE PROCESSION AS OUTLINED IN THE UNIVERSITY CATALOGUE. INDIVIDUAL AWARD AMOUNTS ARE BASED UPON THE STUDENTS' COST TO ATTEND THE UNIVERSITY IN A GIVEN ACADEMIC YEAR. FACTORS INCLUDED IN THE CALCULATED COST INCLUDE TUITION, FEES, ROOM, BOARD, AND ESTIMATES FOR THE COSTS OF BOOKS AND PERSONAL EXPENSES DURING THE NINE MONTH ACADEMIC YEAR. AN INDIVIDUAL STUDENT MAY NOT RECEIVE MORE THAN THE COST OF TUITION FROM THE INSTITUTIONAL GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY JAY LEMONS | ||||||||||||||
| PRESIDENT | $342,207 | $0 | $35,000 | $0 | $92,179 | $0 | $43,000 | $0 | $44,749 | $0 | $557,135 | $0 | $0 | $0 |
| LINDA MCMILLIN | ||||||||||||||
| PROVOST & DEAN OF FACULTY | $167,382 | $0 | $0 | $0 | $9,584 | $0 | $18,026 | $0 | $4,225 | $0 | $199,217 | $0 | $0 | $0 |
| MICHAEL COYNE | ||||||||||||||
| VP FOR FINANCE & ADMINISTRATION | $176,023 | $0 | $10,000 | $0 | $78,232 | $0 | $19,928 | $0 | $9,846 | $0 | $294,029 | $0 | $0 | $0 |
| ALICIA JACKSON | ||||||||||||||
| ASSOC PROF OF MANAGEMENT | $146,642 | $0 | $0 | $0 | $9,397 | $0 | $15,862 | $0 | $4,193 | $0 | $176,094 | $0 | $0 | $0 |
| PHILIP WINGER | ||||||||||||||
| VP CHIEF OF STAFF | $120,487 | $0 | $0 | $0 | $7,538 | $0 | $13,497 | $0 | $10,658 | $0 | $152,180 | $0 | $0 | $0 |
| RONALD COHEN | ||||||||||||||
| VP UNIVERSITY RELATIONS | $155,939 | $0 | $0 | $0 | $8,935 | $0 | $16,755 | $0 | $9,752 | $0 | $191,381 | $0 | $0 | $0 |
| VALERIE MARTIN | ||||||||||||||
| ASSOC PROVOST & DEAN OF A&S | $137,750 | $0 | $10,000 | $0 | $7,714 | $0 | $14,500 | $0 | $848 | $0 | $170,812 | $0 | $0 | $0 |
| SARA KIRKLAND | ||||||||||||||
| FORMER EXEC VP FOR PLANNING & ADMIN | $128,005 | $0 | $0 | $0 | $7,989 | $0 | $20,971 | $0 | $708 | $0 | $157,673 | $0 | $0 | $0 |
| CARL MOSES | ||||||||||||||
| FORMER PROVOST | $179,034 | $0 | $0 | $0 | $31,978 | $0 | $19,710 | $0 | $9,962 | $0 | $240,684 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS TRAVEL - UNDER SPECIAL AND VERY LIMITED CIRCUMSTANCES FIRST CLASS TRAVEL IS PERMITTED FOR KEY EMPLOYEES AND OCCURRED TWICE DURING THE REPORTING PERIOD WHEN THE TICKET PRICE WAS THE SAME FOR A COACH SEAT AND ALSO WHEN A COACH SEAT WAS UNAVAILABLE. COMPANION TRAVEL - THE PRESIDENT'S SPOUSE ACCOMPANIED HIM TO ONE EVENT ON BEHALF OF UNIVERSITY BUSINESS. TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS - THE UNIVERSITY GROSSES UP CERTAIN PAYMENTS TO KEY EMPLOYEES TO COVER TAXES. DISCRETIONARY SPENDING ACCOUNT - THE PRESIDENT HAS A RESTRICTED ACCOUNT USED FOR INSTITUTIONAL SPENDING ONLY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO OCCUPY, WITH HIS FAMILY, A UNIVERSITY-OWNED AND MAINTAINED RESIDENCE. THE UNIVERSITY'S MAINTENANCE AND FACILITIES DEPARTMENTS PROVIDE THE NECESSARY LANDSCAPING, CLEANING, AND OTHER MAINTENANCE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE UNIVERSITY MAINTAINS FOR THE PRESIDENT A MEMBERSHIP TO ONE CLUB FOR BUSINESS PURPOSES; THE TOTAL COST OF THE DUES WAS $684. PERSONAL SERVICES - A HOUSEKEEPER IS EMPLOYED BY THE UNIVERSITY TO MAINTAIN THE PRESIDENT'S RESIDENCE AND AN OCCASIONAL DRIVER IS HIRED FOR AIRPORT TRAVEL. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | ||||||||
| A | 232736780 | 833453CZ4 | 2006-03-22 | $31,779,663 | PARTIAL BOND REFUND AND RESIDENCE HOUSING | 0 | 0 | 0 |
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | ||||||||
| B | 232736780 | 833453DR1 | 2008-09-25 | $29,990,252 | RESIDENCE HALL AND ACADEMIC BUILDING | 0 | 0 | 0 |
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | ||||||||
| C | 232736780 | NONEAVAIL | 2009-07-23 | $6,492,500 | REFUND SCHEA 1998 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $31,779,663 | $529,129 | $19,005,534 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $29,990,252 | $301,595 | $29,688,657 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
| C | $6,492,500 | $90,731 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, ARBITRAGE | FormAndLineReferenceDesc |
| Explanation | (C) REBATE WAS PERFORMED ON 3/22/11 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| SUBJECT TO FERPA LAWS | |||
| FERPA LAWS | $153,000 | MERIT BASED | SCHOLARSHIPS |
| SUBJECT TO FERPA LAWS | |||
| FERPA LAWS | $13,000 | NEED BASED | SCHOLARSHIPS |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FRANK TREMBULAK | |||
| TRUSTEE | $225,191 | MEDICAL SERVICES: FRANK TREMBULAK, TRUSTEE, IS THE EXECUTIVE VICE PRESIDENT AND COO OF GEISINGER HEALTH SYSTEM. THE UNIVERSITY MAINTAINS A RELATIONSHIP WITH GEISINGER HEALTH SYSTEM FOR MEDICAL SERVICES. MR. TREMBULAK RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS RELATIONSHIP BETWEEN THE UNIVERSITY AND GEISINGER HEALTH SYSTEM. | 0 |
| JOHN STRANGFELD | |||
| TRUSTEE | $191,942 | INVESTMENT MGMT FEES: JOHN STRANGFELD, CHAIRMAN OF THE UNIVERSITY'S BOARD, IS CEO AND CHAIRMAN OF PRUDENTIAL FINANCIAL. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT RELATIONSHIP WITH PRUDENTIAL PURSUANT TO WHICH PRUDENTIAL WAS PAID INVESTMENT MANAGEMENT FEES. MR. STRANGFELD RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND PRUDENTIAL. | 0 |
| JEFFREY WHITMAN | |||
| SPOUSE OF KEY EMPLOYEE | $72,058 | JEFFREY WHITMAN, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF LINDA MCMILLIN, A KEY EMPLOYEE. HIS WAGES FOR EMPLOYMENT TOTALED $72,058 FOR THE REPORTING PERIOD. | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | THE RELATIONSHIPS IDENTIFIED ABOVE WERE DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,985 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $444,337 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,044 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CLEANING SUPP | 1 | $36,087 | MARKET VALUE |
| Yes (X) | TOOLS | 1 | $220 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | IT IS THE UNIVERSITY'S GENERAL PRACTICE TO LIQUIDATE GIFTS OF PUBLICLY HELD STOCK AS QUICKLY AS POSSIBLE, UNLESS HOLDING THE STOCK IS DETERMINED TO BE IN THE BEST INTEREST OF THE UNIVERSITY BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION IN CONSULTATION WITH ONE OF THE UNIVERSITY'S INVESTMENT ADVISORS. THE STOCK IS LIQUIDATED BY THE BROKERAGE FIRM JANNEY MONTGOMERY SCOTT ON 309 N. FIFTH ST., SUNBURY, PA 17801. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE IS A BUSINESS RELATIONSHIP BETWEEN TRUSTEES WILLIAM SORDONI AND FRANK TREMBULAK. |
| FORM 990, PART VI, SECTION B, LINE 11 | ALONG WITH A DETAILED REVIEW PERFORMED BY THE AUDIT COMMITTEE A LINK TO A PASSWORD-PROTECTED WEBSITE WAS EMAILED TO THE GOVERNING BODY WHERE THE COMPLETE FORM 990 WAS MADE AVAILABLE FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE WAS SENT TO THE GOVERNING BODY AND THE REPLIES WERE REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. THE REVIEW OF THE QUESTIONNAIRES FORMS THE BASIS FOR DISCLOSURE ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE (A SUBCOMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE) OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE PRESIDENT, THE SENIOR VICE PRESIDENT, PROVOST AND DEAN OF THE FACULTY, AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE UNIVERSITY DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ENDOWMENT INCOME 4,765,303. CHANGE IN SPLIT INTEREST 190,439. OTHER NONOPERATING ACTIVITIES 537,536. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 17870 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806155309 | EIN |
| Primary Activities | SUPPORTS SUSQUEHANNA UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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