MORAVIAN UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MORAVIAN UNIVERSITY (EIN 24-0795460)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-09-14
- IRS object ID
- 201542589349301204
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-14T10:25:25-07:00 | 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 | 240795460 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 6108611300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Main Street | AddressLine1 |
| City | Bethlehem | City |
| State | PA | State |
| ZIP Code | 18018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark F Reed | PersonNm |
| Person Title | VP of Finance & Administration | PersonTitleTxt |
| Phone | 6108611312 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Reed | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Main Street | AddressLine1 |
| City | Bethlehem | City |
| State | PA | State |
| ZIP Code | 18018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,840,658 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.moravian.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | To operate an independent, residential and coeducational liberal arts College and Theological Seminary affiliated with the Moravian Church in America. Moravian College delivers a values-based liberal arts education in a caring environment. Located in Bethlehem, Pennsylvania, it traces its founding to 1742 and is recognized as America's sixth-oldest college. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 1528 | TotalEmployeeCnt |
| Total Volunteers | 865 | TotalVolunteersCnt |
| Total Gross UBI | -$11,372 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$17,992 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,288,483 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,602,487 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,594,405 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $58,591,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,275,759 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,393,036 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,698,173 | PYOtherRevenueAmt |
| CY Other Revenue | $3,806,644 | CYOtherRevenueAmt |
| PY Total Revenue | $73,856,820 | PYTotalRevenueAmt |
| CY Total Revenue | $71,393,956 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,799,011 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,882,361 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,606,203 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,992,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,297,480 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,694,881 | PYOtherExpensesAmt |
| CY Other Expenses | $17,792,633 | CYOtherExpensesAmt |
| PY Total Expenses | $71,100,095 | PYTotalExpensesAmt |
| CY Total Expenses | $70,667,576 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,756,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $726,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,026,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,594,667 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,286,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,466,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $164,739,675 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,128,497 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Moravian College's revolutionary experience is focused on creating a community of learners where students work closely with professors to develop the skills and habits of the liberal arts and integrate them into professional careers through experiential learning. By focusing on the skills of communication, analysis, teamwork and leadership, ethical reasoning, global awareness, and critical thinking, Moravian College prepares students with the transferable skills needed for any career. A Moravian education is unique in its use of history, skill of reflectivity, and its encouragement to be producers. The founders of Moravian College were producers as well as educators, so a Moravian education focuses on the production of new knowledge, music, literature, art, and technology. Students put all these skills into practice through undergraduate research, study abroad, internships, co-ops, certificates, and first professional graduate degrees. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $54,011,601 | ExpenseAmt |
| Grant | $22,654,514 | GrantAmt |
| Revenue | $52,360,293 | RevenueAmt |
| Desc | Liberal Arts College: Moravian College operates an independent, residential liberal arts college affiliated with the Moravian Church in America. The College offers undergraduate and graduate programs to prepare men and women for advanced study and continuous learning, individual achievement, and leadership and service for the common good. Moravian College and its Theological Seminary educate a diverse group of students from a variety of socioeconomic, religious, racial and ethnic backgrounds. During the year ended June 30, 2014, the College had enrollment of 1452 full-time equivalent students in the undergraduate program, and 79 full-time equivalent students in the graduate programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,549,974 | ExpenseAmt |
| Grant | $220,944 | GrantAmt |
| Revenue | $734,337 | RevenueAmt |
| Desc | Theological Seminary: Moravian College's Theological Seminary, rooted in the Moravian faith tradition, offers graduate degrees and continuing education programs to prepare men and women for effective leadership and service in congregational, counseling, teaching and other ministries. Average full-time equivalent enrollment for the year ending June 30, 2014 was 44. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,498,626 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,323,387 | RevenueAmt |
| Desc | Auxiliary Enterprises: Moravian College provides textbooks, educational materials and supplies through its bookstore, living accommodations through its dormitories and provides nutritious meals through its food services to the students listed Part III, line 4a and 4b. | 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 | $62,060,201 | 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 | 0 | 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2780 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1528 | 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 | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| 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 | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Johnson | PersonNm |
| Phone | 6108611304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Main Street | AddressLine1 |
| City | Bethlehem | City |
| State | PA | State |
| ZIP Code | 18018 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Dr Bryon L Grigsby | ||||||||
| President/College & Seminary Trustee | 40 | Yes (X) | Yes (X) | $116,708 | $0 | $13,126 | ||
| Frank L Crouch | ||||||||
| VP/Dean Theo Sem/Sem Trustee | 40 | Yes (X) | Yes (X) | $85,402 | $0 | $59,078 | ||
| Dr Daniel Jasper | ||||||||
| College Trustee | 40 | Yes (X) | $60,906 | $0 | $4,283 | |||
| The Rev Dr Deborah Appler | ||||||||
| Seminary Trustee | 40 | Yes (X) | $60,378 | $0 | $49,923 | |||
| Mr Curtis H Barnette | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Rev David E Bennett | ||||||||
| College/Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr DeLight E Breidegam | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Concetta Burke | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Elizabeth D Miller | ||||||||
| College/Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Gregory Christensen | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Lyn Trodahl Chynoweth | ||||||||
| College/Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Brian J Corvino | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Michael M Ellis | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Genevieve Gee | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev David B Guthrie | ||||||||
| College/Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Deborah McKinnon | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Ms Sally Breidegam Miksiewicz | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Dr Parry J Miller | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Betsey Puth | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Kenneth Rampolla | ||||||||
| College/Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr A Reed Raymond | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Frederick A Reinhard | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Robert J Schoenen | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Dr Honnie P Spencer | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Dr Susan M Studds | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Nancy A Taylor | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Walter F Williams | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Stephen Black | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Brian R Dixon | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Eileen Edwards | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Amy Gohdes-Luhman | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Jane A Harberg | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr J Robert Hess | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Rev James T Hicks | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Honorable Wilma A Lewis | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Dr Yvonne T Maddox | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Neil Routh | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Craig Troutman | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Heather H Vacek | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Dr Janice M Young | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Trevor Glanville | ||||||||
| College Trustee | 1.5 | Yes (X) | $536 | $0 | $0 | |||
| Mr Bryan Peacock | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Ms Kelly Rindock | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mr Ray S Bishop Jr | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rt Rev M Blair Couch | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Perone | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Robert Flicker | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Dr Cecilia Fox | ||||||||
| College Trustee | 40 | Yes (X) | $76,170 | $0 | $4,465 | |||
| Mr Andrew W Hart | ||||||||
| College Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Karen Arencibia | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Ms Susan Crawson Brizzolara | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| The Rev Margaret Wellert | ||||||||
| Seminary Trustee | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Gordon Weil | ||||||||
| VP Academic Affairs/Dean | 40 | Yes (X) | $141,246 | $0 | $19,086 | |||
| Gary A Carney | ||||||||
| VP Institutional Advancement | 40 | Yes (X) | $143,963 | $0 | $74,754 | |||
| Mark F Reed | ||||||||
| VP for Finance & Administration | 40 | Yes (X) | $127,364 | $0 | $10,348 | |||
| Anne M Reid | ||||||||
| Treasurer | 32.5 | Yes (X) | $84,327 | $0 | $37,377 | |||
| Ms Nicole Loyd | ||||||||
| VP Student Affairs/Dean of Students | 40 | Yes (X) | $101,629 | $0 | $16,157 | |||
| Steven F Soba | ||||||||
| VP Enrollment | 40 | Yes (X) | $16,054 | $0 | $1,502 | |||
| Douglas J Plotts | ||||||||
| Director of FMP&C | 40 | $103,953 | $0 | $15,026 | Yes (X) | |||
| Jon B Conrad | ||||||||
| Chief HR Officer | 40 | $100,969 | $0 | $31,948 | Yes (X) | |||
| James P West | ||||||||
| Professor Economics | 40 | $107,324 | $0 | $14,331 | Yes (X) | |||
| Stephen McKinney | ||||||||
| Associate CIO | 40 | $100,526 | $0 | $57,295 | Yes (X) | |||
| The Rev Dr Christopher M Thomforde | ||||||||
| President/College & Seminary Trustee | 40 | $153,775 | $0 | $37,981 | Yes (X) | |||
| Kenneth T Huus | ||||||||
| VP Enrollment | 40 | $121,862 | $0 | $14,603 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,703,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $461,283 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| 4880 Paysphere Circle | Chicago | IL | 60674 | Contract food service management | $247,616 |
| St Luke's Hospital Health Center | |||||
| 153 Brodhead Road | Bethlehem | PA | 18017 | Health Center fee | $140,725 |
| Mercer Investment Consulting | |||||
| PO Box 730182 | Dallas | TX | 753730182 | Investment consulting | $131,010 |
| RuffaloCODY | |||||
| PO Box 3018 | Cedar Rapids | IA | 52406 | Enrollment management consulting | $201,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $56,300 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $906,078 | GovernmentGrantsAmt |
| All Other Contributions | $3,640,109 | AllOtherContributionsAmt |
| Noncash Contributions | $24,172 | NoncashContributionsAmt |
| Total Contributions | $4,602,487 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $52,809,169 | $52,809,169 | $0 | $0 |
| Dormitory Fees and Rentals | 611310 | $5,638,765 | $5,638,765 | $0 | $0 |
| Athletic Receipts | 611310 | $44,748 | $44,748 | $0 | $0 |
| Federal Admin Reimbursement | 611310 | $42,656 | $42,656 | $0 | $0 |
| Misc. Education Program Fees | 611310 | $49,926 | $49,926 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,525 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $58,591,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,978,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,978,650 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,204,914 | SecuritiesAmt |
| Other | $47,041 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,837,569 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,367,345 | SecuritiesAmt |
| Other | $47,041 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,414,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,414,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,420 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $56,300 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,632 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,212 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$8,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,268,123 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,583,501 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,684,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,684,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student Fees & Fines | 611310 | $130,594 | $130,594 | $0 | $0 |
| Miscellaneous | 611310 | $17,537 | $17,537 | $0 | $0 |
| Pass through entity income | 900000 | -$17,897 | $0 | -$17,897 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $130,234 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,393,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,418,017 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$11,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,384,824 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,882,361 | TotalAmt |
| Program Services | $22,882,361 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,814 | TotalAmt |
| Program Services | $607,087 | ProgramServicesAmt |
| Management And General | $677,351 | ManagementAndGeneralAmt |
| Fundraising | $249,376 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,339,223 | TotalAmt |
| Program Services | $19,280,721 | ProgramServicesAmt |
| Management And General | $2,356,180 | ManagementAndGeneralAmt |
| Fundraising | $702,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,173 | TotalAmt |
| Program Services | $1,000,077 | ProgramServicesAmt |
| Management And General | $122,874 | ManagementAndGeneralAmt |
| Fundraising | $37,222 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,404,602 | TotalAmt |
| Program Services | $2,957,957 | ProgramServicesAmt |
| Management And General | $405,204 | ManagementAndGeneralAmt |
| Fundraising | $41,441 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,770 | TotalAmt |
| Program Services | $1,292,803 | ProgramServicesAmt |
| Management And General | $202,925 | ManagementAndGeneralAmt |
| Fundraising | $59,042 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,527 | TotalAmt |
| Program Services | $463,527 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,319 | TotalAmt |
| Management And General | $59,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,251 | TotalAmt |
| Management And General | $73,251 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,916 | TotalAmt |
| Management And General | $185,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,081 | TotalAmt |
| Program Services | $32,775 | ProgramServicesAmt |
| Management And General | $116,306 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,237 | TotalAmt |
| Program Services | $123,049 | ProgramServicesAmt |
| Management And General | $45,188 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,365 | TotalAmt |
| Program Services | $926,493 | ProgramServicesAmt |
| Management And General | $277,094 | ManagementAndGeneralAmt |
| Fundraising | $80,778 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,355 | TotalAmt |
| Program Services | $255,484 | ProgramServicesAmt |
| Management And General | $672,871 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,285,832 | TotalAmt |
| Program Services | $3,760,586 | ProgramServicesAmt |
| Management And General | $525,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,704 | TotalAmt |
| Program Services | $769,348 | ProgramServicesAmt |
| Management And General | $47,883 | ManagementAndGeneralAmt |
| Fundraising | $31,473 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,878 | TotalAmt |
| Program Services | $1,111,297 | ProgramServicesAmt |
| Management And General | $258,581 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,375,482 | TotalAmt |
| Program Services | $4,013,816 | ProgramServicesAmt |
| Management And General | $361,666 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,721 | TotalAmt |
| Program Services | $59,253 | ProgramServicesAmt |
| Management And General | $89,468 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,451,965 | TotalAmt |
| Program Services | $2,523,567 | ProgramServicesAmt |
| Management And General | $832,572 | ManagementAndGeneralAmt |
| Fundraising | $95,826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,667,576 | TotalAmt |
| Program Services | $62,060,201 | ProgramServicesAmt |
| Management And General | $7,309,895 | ManagementAndGeneralAmt |
| Fundraising | $1,297,480 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,987 | BOYAmt |
| EOY | $7,596 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,511,581 | BOYAmt |
| EOY | $11,987,693 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,551 | BOYAmt |
| EOY | $1,260,335 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,725 | BOYAmt |
| EOY | $1,072,410 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,567 | BOYAmt |
| EOY | $22,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,364,835 | BOYAmt |
| EOY | $3,288,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $161,905,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,457,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,133,339 | BOYAmt |
| EOY | $89,448,263 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,380,805 | BOYAmt |
| EOY | $68,749,101 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,868,852 | BOYAmt |
| EOY | $34,318,815 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,886 | BOYAmt |
| EOY | $1,874,689 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,209,039 | BOYAmt |
| EOY | $8,564,733 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,026,167 | BOYAmt |
| EOY | $221,594,667 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,585,416 | BOYAmt |
| EOY | $4,451,304 | 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 | $1,067,556 | BOYAmt |
| EOY | $1,114,515 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,835,463 | BOYAmt |
| EOY | $37,330,769 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,798,057 | BOYAmt |
| EOY | $3,569,582 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,286,492 | BOYAmt |
| EOY | $46,466,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,223,062 | BOYAmt |
| EOY | $77,995,837 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,989,104 | BOYAmt |
| EOY | $34,836,443 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,527,509 | BOYAmt |
| EOY | $62,296,217 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,739,675 | BOYAmt |
| EOY | $175,128,497 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,026,167 | BOYAmt |
| EOY | $221,594,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $726,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,612,240 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $493 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $49,709 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Revenues Included | $2,000 | RevenuesIncludedAmt |
| Assets Included | $4,218,218 | 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 |
| 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 | $90,483,685 | BeginningYearBalanceAmt |
| Contributions | $1,746,360 | ContributionsAmt |
| Investment Earnings Or Losses | $13,237,261 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,621,579 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,650,612 | OtherExpendituresAmt |
| Administrative Expenses | $185,914 | AdministrativeExpensesAmt |
| End Year Balance | $101,009,201 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,146,237 | BeginningYearBalanceAmt |
| Contributions | $2,011,902 | ContributionsAmt |
| Investment Earnings Or Losses | $8,203,490 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,372,978 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,297,544 | OtherExpendituresAmt |
| Administrative Expenses | $207,422 | AdministrativeExpensesAmt |
| End Year Balance | $90,483,685 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,070,577 | BeginningYearBalanceAmt |
| Contributions | $4,072,544 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,477 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,374,890 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,370,722 | OtherExpendituresAmt |
| Administrative Expenses | $206,795 | AdministrativeExpensesAmt |
| End Year Balance | $84,146,237 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,204,747 | BeginningYearBalanceAmt |
| Contributions | $8,179,246 | ContributionsAmt |
| Investment Earnings Or Losses | $12,738,786 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,295,782 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,509,399 | OtherExpendituresAmt |
| Administrative Expenses | $247,021 | AdministrativeExpensesAmt |
| End Year Balance | $84,070,577 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,031,771 | BeginningYearBalanceAmt |
| Contributions | $3,524,590 | ContributionsAmt |
| Investment Earnings Or Losses | $5,196,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,314,031 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,052,532 | OtherExpendituresAmt |
| Administrative Expenses | $181,545 | AdministrativeExpensesAmt |
| End Year Balance | $67,204,747 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | 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 | $5,046,523 | OtherCostOrOtherBasisAmt |
| Book Value | $5,046,523 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $103,712,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,718,433 | DepreciationAmt |
| Book Value | $63,994,450 | 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 | $28,212,005 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,275,057 | DepreciationAmt |
| Book Value | $6,936,948 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $24,934,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,464,029 | DepreciationAmt |
| Book Value | $13,470,342 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,448,263 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments in Partnerships | Desc |
| Book Value | $34,318,815 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,318,815 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable federal loans | $1,271,902 |
| Annuity payable | $1,202,080 |
| Accumulated Post-retirement benefits | $455,739 |
| Misc. Other Liabilities | $639,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,569,582 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $59,603,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,612,240 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$22,837,121 | OtherRevenueAmt |
| Revenue Not Reported | -$13,224,881 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,828,545 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $185,916 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,620,505 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,434,589 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,393,956 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,215,335 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,609,133 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,609,133 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,606,202 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $185,916 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $22,875,458 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $23,061,374 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $70,667,576 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | Moravian College's permanent collection consists of art works in varying media (painting, prints, sculpture, digital, etc.) The collection, as well as other traveling exhibitions, are displayed in the Payne Gallery of the College. The Payne Gallery promotes the power of the arts to inspire and educate people and to enrich their lives. To this purpose, the Payne Gallery builds and maintains exemplary art collections and produces a wide variety of challenging and innovative exhibitions, and stimulating educational programs. As an integral part of the College, the Payne Gallery advances teaching and learning and is conceived as an extension of undergraduate students' education in art by exposing them to styles and techniques which they do not learn in the classroom. In addition, the Payne Gallery serves as a catalyst for creative engagement between the College and diverse local, state and national audiences. |
| Schedule D, Part V, Line 4 | The College's endowment consists of over 470 individual funds established for a variety of purposes. It includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by authoritative guidance, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Schedule D, Part XI, Line 2d | $22,875,458 Student Aid; $38,337 Change in value of Split interest agreements |
| Schedule D, Part XI, Line 4b | $1,583,501 Cost of goods sold; $25,632 for Special Fund-raising event costs; $11,372 UBIT |
| Schedule D, Part XII, Line 2d | $1,583,501 Cost of goods sold; $25,632 other fund raising events costs |
| Schedule D, Part XII, Line 4b | $22,875,458 Student aid |
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 Prospectus, which lists Moravian College's non-discriminatory policy in detail, is given to every prospective student who inquires about admission. |
| Schedule E, Part I, Line 6 | The College has bonded indebtedness from Federal agencies for two dormitories. The College also receives National Science Foundation Grants, National Endowment for the Humanities Grants and a National Park Service Grant. Students attending the College participate in Federal Family Education Loan, Direct Student Loan, Perkins Loan, Pell Grant, Supplemental Educational Opportunity Grant, Federal work study programs, the Academic Competitiveness Grant and the National Smart Grant. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $6,459,892 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $35,923 | Study abroad |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $273,451 | Study abroad and educational travel |
| South America | 0 | 0 | Program Services | $8,000 | Study abroad |
| Sub-Saharan Africa | 0 | 0 | Program Services | $8,000 | Study abroad |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $6,785,266 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Column (f): Accounting Method - Accrual; Central America and the Caribbean - Investments of $6,459,892 and program services expenditures of $ | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Moravian College Blue & Grey Golf Classic | NameOfEvent1Amt |
| Gross Receipts Event1 | $73,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $56,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,420 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,191 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,412 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $750 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,279 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $73,720 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $56,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,420 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,191 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,412 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $750 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,279 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,632 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,212 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and grants for various students | GrantTypeTxt |
| Recipient | 1481 | RecipientCnt |
| Cash Grant | $22,875,458 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Moravian College follows state and federal regulation in administering scholarship and grants as well as institutional policy when administering college funds. Moravian follows federal methodology to determine financial need for awarding federal funds and institutional methodology in awarding need-based institutional funds. All students applying for financial aid follow an annual application process completing the free application for federal student aid (FAFSA) and an institutional application. Files are reviewed for conflicting information and to complete required verification of application data. Moravian credits all financial aid awards directly to students' receivable account offsetting charges for tuition and fees. Changes in student enrollment status are reviewed to ensure that students remain eligible for financial aid and awards are adjusted as necessary. Any refunds from student accounts are done in compliance with state and federal regulations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Rev Dr Christopher M Thomforde | ||||||||||||||
| President/College & Seminary Trustee | $134,287 | $0 | $0 | $0 | $19,488 | $0 | $10,296 | $0 | $27,685 | $0 | $191,756 | $0 | $0 | $0 |
| Gary A Carney | ||||||||||||||
| VP Institutional Advancement | $141,656 | $0 | $0 | $0 | $2,307 | $0 | $10,051 | $0 | $64,703 | $0 | $218,717 | $0 | $0 | $0 |
| Gordon Weil | ||||||||||||||
| VP Academic Affairs/Dean | $140,089 | $0 | $0 | $0 | $1,157 | $0 | $9,927 | $0 | $9,159 | $0 | $160,332 | $0 | $0 | $0 |
| Stephen McKinney | ||||||||||||||
| Associate CIO | $100,332 | $0 | $0 | $0 | $194 | $0 | $7,267 | $0 | $50,027 | $0 | $157,820 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Schedule J, Part I, Line 1a - Moravian College provides housing to the President and the Academic Dean of the College. The houses are on campus and they are required to live there as a condition of employment. Accordingly, it is not taxable income. The College maintains a social club membership in the name of the President. The social club is used by the President and any personal charges are reimbursed to the college monthly. The college provides limited housekeeping services for the President and Academic Dean relative to college functions. Accordingly, the social club membership and limited housekeeping services are not included in taxable income. |
| Schedule J, Part I, Line 3 | Schedule J, Part I, Line 3 - These items are contemplated in an employment contract instead of through College policy. In the case of the President, outside counsel reviews the employment contract and the Board of Trustees approves it. In the case of the Academic Dean, outside counsel reviews the employment contract and the President approves it. |
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 |
|---|---|---|---|---|---|---|---|---|
| Pennsylvania Higher Education Facilities Authority | ||||||||
| A | 232243852 | 70917N6U3 | 2005-06-16 | $4,632,313 | Refunding of callable 1994 tax-exempt bonds | 0 | 0 | 0 |
| Northampton County Industrial Development Authority | ||||||||
| B | 231971754 | 66353LBJ5 | 2011-05-19 | $5,000,000 | Renovations to existing campus facilities & construction of new fitness center | 0 | 0 | 0 |
| Northampton County General Purpose Authority | ||||||||
| C | 231971754 | 66353LBQ9 | 2012-04-04 | $22,522,097 | Refunding of callable 1999 and 2001 tax-exempt bonds | 0 | 0 | 0 |
| Northampton General Purpose Authority | ||||||||
| D | 231971754 | 66353LCC9 | 2013-01-31 | $9,999,015 | Renovations to existing Hall of Science academi facility. | 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 | $0 | $0 | $4,632,313 | $11,675 | $0 | $4,494,500 | $55,694 | $70,444 | $0 | $0 | $0 | $0 | 2005 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $5,000,000 | $0 | $0 | $0 | $62,545 | $0 | $0 | $4,937,455 | $0 | $0 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
| C | $0 | $0 | $22,522,097 | $1,925,000 | $0 | $20,339,804 | $0 | $257,293 | $0 | $0 | $0 | $0 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
| D | $0 | $0 | $9,999,015 | $171,101 | $0 | $0 | $0 | $0 | $0 | $9,827,914 | $0 | $0 | 2013 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.0 | 0 | 0.0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-06/16/2005 4,632,313 Pennsylvania Higher Education Facilities Authority | PHEFA 2005 bond arbitrage computation performed on 5/31/2014 |
| Schedule K, Part IV, Line 2c-04/04/2012 22,522,097 Northampton County General Purpose Authority | NCGPA 2012 bond arbitrage computation performed on 4/4/2014 |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Various Individuals | PersonNm |
| Relationship With Org | Trustees | RelationshipWithOrgTxt |
| Cash Grant | $37,867 | CashGrantAmt |
| Type Of Assistance | Financial aid | TypeOfAssistanceTxt |
| Assistance Purpose | Financial assistance for attendance | AssistancePurposeTxt |
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 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $45 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $121,103 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $383,917 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event hosting/prizes | 7 | $14,558 | Fair market value |
| Yes (X) | Printing Services | 1 | $7,292 | Fair market value |
| Yes (X) | Travel Expenses | 1 | $277 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Sally Breidegam Miksiewicz (College Trustee) and Delight E. Breidegam (Collge Trustee) have a family relationship. Michael Ellis (College Trustee) and Anne Reid (College Treasurer) have a business relationship. |
| Form 990, Part VI, Section B, Line 11b | Moravian College and Theological Seminary ("Institution") recognize that the governance role of its respective Board of Trustees includes the annual review of the Form 990. Accordingly, the Institution requires review of the Form 990 by the Boards prior to its filing on an annual basis. The review process includes the opportunity for Board members to provide feedback and requires documented responses from management that address Board member questions and concerns. The process, as outlined below, must be completed no later than the 15th day of the 11th month following the fiscal year ending period (assuming all extensions have been timely filed). With extensions filed, for a June 30th fiscal year end, the process must be completed and the 990 must be filed no later than May 15th of the following year. A Board resolution is not required in order for the Form 990 to be filed. Process: 1. Management shall be responsible for assembling, preparing and inputting all required information necessary for filling out the online Form 990. 2. Initial Draft shall be reviewed by management for accuracy. Accuracy of the Initial Draft shall be verified by management through: * Ensuring the accuracy of the content input * Ensuring that the content input is properly reflected in the Initial Draft 3. Any changes by management to the Initial Draft shall be incorporated where appropriate, and a revised draft ("Revised Draft") of the 990 will generated. 4. Management shall ensure that changes to the Initial Draft are properly reflected in the Revised Draft and that the Revised Draft, with the accuracy of the content now verified by management, is suitable for the Board to do a proper review. 5. In a timeframe sufficiently in advance of the due date, management will make the Revised Draft available for review to all members of the Audit Committee. Management will make the 990 available to the committee members via a secure Trustee website. 6. When the committee members have had an opportunity to sufficiently review the 990, the Audit Committee shall meet with management (in person or via teleconference) to discuss content of Revised Draft and present any recommended changes. Recommended changes will be incorporated into the return as appropriate, and a final draft ("Final Draft") of the return will be completed. Any questions or recommended changes by the Audit Committee shall be documented along with management responses ("Feedback"). 7. The Audit Committee shall make the Final Draft and Feedback available for review to all members of the Boards of the College and Seminary. The Final Draft will be made available to the Board members via a secure Trustee website. Board members shall be notified of the filing date at the time the Final Draft is posted to the Trustee website. Comments from Board members must be forwarded to management no less than 7 days prior to the filing date. Recommended changes will be incorporated into the return as appropriate, and a final return ("Final Return") will be generated Changes and comments will be documented and posted to the Trustee website. 8. Upon filing with the IRS, the Final Return shall be posted to the Trustee website. |
| Form 990, Part VI, Section B, Line 12c | Conflicts of interest forms for all employees are initially submitted to the Office of Human Resources. The Chief Human Resource Officer assesses whether action or monitoring is required, soliciting the opinion of the Vice President for Finance and Administration if necessary. All conflicts that are disclosed are reviewed by the Audit Committee at least annually. Conflict of interest forms for trustees are submitted to, and reviewed by, the office of the President. Persons are required to comply with the Policy and disclose and announce any conflict, and abstain from involvement in any decision where the conflict would be apply. |
| Form 990, Part VI, Section B, Line 15 | Compensation Philosophy Purpose: As delegated representatives of the Joint Executive Committee of the Board of Trustees of Moravian College and Moravian Theological Seminary, the Executive Compensation Sub-Committee ("Committee") has the power, duty and responsibility to determine the institution's Executive Compensation Philosophy and to establish such guidelines, rules and procedures as necessary for the proper and efficient administration of the Executive Compensation Program (ECP"). Further, the Committee acknowledges its responsibility to ensure that the program is appropriate in view of its mission, and tax-exempt status, and that its compensation and benefits are reasonable and not excessive. To that end, the Committee shall review and approve all forms of executive compensation and benefits in a manner necessary to qualify for the "Rebuttable Presumption of Reasonableness" under the intermediate sanctions rules of section 4958 of the Internal Revenue Code. Membership: The Committee shall be comprised of eight (8) members appointed by the Chair of the Joint Board. All 8 members shall all be members of the Joint Executive Committee. The Chairman of the Committee shall be the Chair of the College's Finance Committee (JointBoard Treasurere). The other members shall be: 1. The Chairman of the Board of the College; The Chairman of the Board of the Seminary; The Vice Chairman of the Board of the College; The Vice Chairman of the Seminary Board; The Co-chair of the Finance Committee; The Chair of the Committee on Investments; and The Chair of the Academic Committee of the College. 2. The president attends all meetings (except when the Committee meets in Executive Session) as a non-voting member. Executives: The Committee will determine the compensation of the President of the College. The executives whose compensation will be approved by the Committee currently consist of the 10 additional individuals in the following positions: - Vice President of Finance and Administration; - Vice President of Academic Affairs and Dean of the Faculty; - Vice President of Enrollment Management; - Vice President of Student Affairs and Dean of Students; - Vice President of Institutional Advancement; - Vice President and Dean of the Seminary; - Chief Human Resources Officer; - Chief Information Officer; - Chief Research Officer/Director of Special Projects, and -Director of Athletics & Recreation. From time to time the Committee in its discretion may amend this list to add/subtract individuals as determined by new recruitments, promotions, realignment in organizational structure and the like. Compensation Philosophy: The Committee is charged with the responsibility to establish and maintain a Compensation Package that will enable the institution to attract, retain, motivate and reward the Management Team Leadership needed to successfully accomplish the Institution's Mission and Strategic and Operational Goals. The following will provide the necessary guidelines to accomplish this objective: - A total compensation concept will be used employing a combination of base salary, benefits, deferred compensation and other perquisites as may be needed from time to time to maintain a competitive position with peer institutions. The committee also has the authority to implement other methods of compensation, e.g. variable pay, as may be necessary from time to time in order to attract and retain qualified executives. - Base Salary will be targeted as a minimum at the 50th percentile of similar positions for experienced professionals as reported annually by CUPA HR (College and University Professional Association for Human Resources) for baccalaureate institutions. Wage levels for the specific executives listed previously shall be established and maintained based upon general experience, specific performance, and overall contribution to the success of the institution. Annual reviews will take place prior to July 1 each year. - The overall goal shall be to maintain equity and fairness in compensation demonstrated through comparability with peers and through the consistent application of principles. - Deferred compensation and perquisite opportunities may be developed to optimiz |
| Form 990, Part VI, Section C, Line 19 | Financial Statements are available on the College website (www.moravian.edu). Governing documents and conflict of interest policies are made available upon request. |
| Form 990, Part XI, Line 9 | Form 990, Part XI, Line 9 - Change in value of split-interest agreements $38,337; Unrelated business income from 990T $11,372; |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Additional time was request for completion and governance review per stated procedures | ExplanationTxt |
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