WIDENER UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WIDENER UNIVERSITY (EIN 23-1386178)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201411359349305986
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T13:39:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WGERMANTOWN PIKE STE400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231386178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIDENER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIDE | NameControl |
| Phone | 6104994396 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH J BAKER | Name |
| Title | SRVP FINANCE & ADMINSTRATION | Title |
| Phone | 6104994396 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH J BAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 211872831 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WIDENER.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1821 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O FOR COMPLETE MISSION STATEMENT.AS A LEADING METROPOLITAN UNIVERSITY, WE ACHIEVE OUR MISSION AT WIDENER UNIVERSITY BY CREATING A LEARNING ENVIRONMENT WHERE CURRICULA ARE CONNECTED TO SOCIETAL ISSUES THROUGH CIVIC ENGAGEMENT. WE LEAD BY PROVIDING A UNIQUE COMBINATION OF LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CHALLENGING, SCHOLARLY, AND CULTURALLY DIVERSE ACADEMIC COMMUNITY. WE ENGAGE OUR STUDENTS THROUGH SYNAMIC TEACHING, ACTIVE SCHOLARSHIP, PERSONAL ATTENTION, AND EXPERIENTAL LEARNING. WE INSPIRE OUR STUDENTS TO BE CITIZENS OF CHARACTER WHO DEMONSTRATE PROFESSIONAL AND CIVIC LEADERSHIP. WE CONTRIBUTE TO THE VITALITY AND WELL-BEING OF THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3275 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | -39524 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -48787 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8423442 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8656584 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 190386651 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 191928909 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1214424 | InvestmentIncomePriorYear |
| Investment Income Current Year | -565749 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1964685 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2178845 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 201989202 | TotalRevenuePriorYear |
| Total Revenue Current Year | 202198589 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 46298014 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50213428 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 102955010 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 111132130 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4314301 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 50145856 | OtherExpensePriorYear |
| Other Expenses Current Year | 50392892 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 199398880 | TotalExpensesPriorYear |
| Total Expenses Current Year | 211738450 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2590322 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -9539861 | RevenuesLessExpensesCY |
| Total Assets BOY | 330524789 | TotalAssetsBOY |
| Total Assets EOY | 339224947 | TotalAssetsEOY |
| Total Liabilities BOY | 163840344 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 164009869 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 166684445 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 175215078 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O FOR COMPLETE MISSION STATEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 133070233 | Expense |
| Grants | 50213428 | Grants |
| Revenue | 170917449 | Revenue |
| Description | INSTRUCTIONAL/GRANTS- EXPENSES INCURRED WITH THE ACADEMIC INSTRUCTION OF OUR STUDENT BODY AS WELL AS GRANTS TO STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17032761 | Expense |
| Revenue | 355449 | Revenue |
| Description | ACADEMIC SUPPORT- COSTS INCURRED WITH THE MAINTENANCE OF PROGRAMS AND ACTIVITIES FOR FACULTY AND STUDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16224338 | Expense |
| Revenue | 630160 | Revenue |
| Description | STUDENT SERVICES- COSTS INCURRED WITH THE MAINTENANCE OF PROGRAMS THAT SERVICE OUR STUDENT BODY | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19802335 | Expense |
| Revenue | 19782662 | Revenue |
| Description | AUXILIARY SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19802335 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 19782662 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 186129667 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 253 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3275 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH J BAKER | NamePerson |
| Telephone Number | 6104994156 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1 |
| City | CHESTER | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JAMES T HARRIS | |||||||||
| PRESIDENT | 60.00 | 0.30 | X | X | 920004 | 0 | 99520 | ||
| NICHOLAS TRAINOR | |||||||||
| CHAIRMAN OF THE BOARD | 2.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JOHN H TILELLI JR | |||||||||
| VICE CHAIR OF THE BOARD | 2.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| PAUL BEIDEMAN | |||||||||
| TREASURER OF THE BOARD | 2.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| EUGENE MCGURK JR | |||||||||
| SECRETARY OF THE BOARD | 2.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| DANIEL BORISLOW | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| THOMAS BOWN II | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANTHONY BRITTON JR | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT SAMUEL | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES HARGADON | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| IRA HARKAVY | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES HIRSCHMANN III | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES MACK III | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID OSKIN | |||||||||
| HONORARY CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| DERRICK PITTS | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| CYNTHIA SARNOSKI | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN SCHMUTZ | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| RONALD STEAD | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| MIN SUH ESQ | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| VITO VERNI | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD TAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEPHEN WYNNE | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| PETER ZACHARKIW | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| BRIAN TIERNEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| BARBARA CHAMBERLAIN | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JUSTIN GORDON | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| KATHLEEN MCNICHOLAS | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| THOMAS SAGER | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| LESLIE A BRUN | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| LEANNE CARET | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| CHRISTINA DELVA | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JEFFERY FLYNN | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOSEPH J BAKER | |||||||||
| SR VP FINANCE & ADMIN | 60.00 | 1.30 | X | 296173 | 0 | 42814 | |||
| STEVE WILHITE | |||||||||
| SR VP PROVOST | 60.00 | 0.00 | X | 283067 | 0 | 73890 | |||
| LINDA S DURANT | |||||||||
| SR VP ADVANCEMENT | 60.00 | 0.00 | X | 248265 | 0 | 31492 | |||
| LINDA L AMMONS | |||||||||
| DEAN SCHOOL OF LAW | 60.00 | 0.00 | 292153 | 0 | 34622 | X | |||
| FRED A AKL | |||||||||
| DEAN SCHOOL OF ENGINEERING | 40.00 | 0.00 | 209129 | 0 | 29716 | X | |||
| MICHEAL SLINGER | |||||||||
| ASSOCIATE DEAN SCHOOL OF LAW | 40.00 | 0.00 | 203156 | 0 | 38357 | X | |||
| ROBYN MEADOWS | |||||||||
| VICE DEAN/ PROFESSOR | 40.00 | 0.00 | 191630 | 0 | 39323 | X | |||
| SAVAS OZATALAY | |||||||||
| DEAN SCHOOL OF BUSINESS | 40.00 | 0.00 | 197742 | 0 | 34589 | X | |||
| SUK-CHUNG YOON | |||||||||
| PROFESSOR | 40.00 | 0.00 | 207666 | 0 | 12246 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3048985 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 436569 | TotalOtherCompensation |
| Number Individuals GT100 K | 137 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NASON CONSTRUCTION INC | |||||
| 2000 FOULK ROAD SUITE F | WILMINGTON | DE | 19810 | CONSTRUCTION | 6293191 |
| ARAMARK SERVICES INC | |||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | FOOD SERVICE | 5814629 |
| ARAMARK FACILITY SERVICES | |||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | HOUSEKEEPING | 1965257 |
| HSC BUILDERS & CONSTRUCTION | |||||
| 304 NEW MILL LANE | EXTON | PA | 19341 | CONSTRUCTION | 1741824 |
| HARMELIN MEDIA | |||||
| 525 RIGHTERS FERRY ROAD | BALA CYNWYD | PA | 19004 | ADVERTISING | 1369438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 32 | NumberOfContractorsGT100K |
| Fundraising Events | 22187 | FundraisingEvents |
| Government Grants | 2701894 | GovernmentGrants |
| All Other Contributions | 5932503 | AllOtherContributions |
| Noncash Contributions | 103872 | NoncashContributions |
| Total Contributions | 8656584 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION/ FESS | 611600 | 170689176 | 170689176 | |
| AUXILIARY ENTERPRISES | 713940 | 19773206 | 19773206 | |
| FEES, PARKING, ETC | 900099 | 1088853 | 1088853 | |
| INTEREST FEES ON LOANS | 900099 | 243189 | $243,189 | |
| FEES/CONTRACTS GOVERNMENT AGENCIE | 900099 | 134485 | 134485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 191928909 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4057079 | TotalRevenueColumn |
| Unrelated Business Revenue | -40484 | UnrelatedBusinessRevenue |
| Exclusion | $4,097,563 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1088985 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 256388 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 832597 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 832597 | TotalRevenueColumn |
| Exclusion | $832,597 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4631683 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9041804 | Securities |
| Other | 212707 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4410121 | Securities |
| Other | -212707 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4622828 | TotalRevenueColumn |
| Exclusion | -$4,622,828 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 128687 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22187 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 163343 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34656 | TotalRevenueColumn |
| Exclusion | -$34,656 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | 1380904 | TotalRevenueColumn |
| Unrelated Business Revenue | 960 | UnrelatedBusinessRevenue |
| Exclusion | $1,379,944 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1380904 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202198589 | TotalRevenueColumn |
| Related Or Exempt Function Income | 191685720 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -39524 | UnrelatedBusinessRevenue |
| Exclusion | $1,895,809 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50213428 | Total |
| Program Services | 50213428 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2162085 | Total |
| Management And General | 2162085 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79088500 | Total |
| Program Services | 71350284 | ProgramServices |
| Management And General | 5731194 | ManagementAndGeneral |
| Fundraising | 2007022 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6042716 | Total |
| Program Services | 5456177 | ProgramServices |
| Management And General | 433061 | ManagementAndGeneral |
| Fundraising | 153478 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18466441 | Total |
| Program Services | 16648003 | ProgramServices |
| Management And General | 1350144 | ManagementAndGeneral |
| Fundraising | 468294 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5372388 | Total |
| Program Services | 4826130 | ProgramServices |
| Management And General | 410503 | ManagementAndGeneral |
| Fundraising | 135755 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862367 | Total |
| Program Services | 5309 | ProgramServices |
| Management And General | 857058 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218077 | Total |
| Management And General | 218077 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100200 | Total |
| Fundraising | 100200 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121549 | Total |
| Management And General | 121549 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11615782 | Total |
| Program Services | 8640813 | ProgramServices |
| Management And General | 2329830 | ManagementAndGeneral |
| Fundraising | 645139 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2247212 | Total |
| Program Services | 482911 | ProgramServices |
| Management And General | 1516857 | ManagementAndGeneral |
| Fundraising | 247444 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1871001 | Total |
| Program Services | 1422468 | ProgramServices |
| Management And General | 336612 | ManagementAndGeneral |
| Fundraising | 111921 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4264347 | Total |
| Program Services | 949174 | ProgramServices |
| Management And General | 3312512 | ManagementAndGeneral |
| Fundraising | 2661 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4911383 | Total |
| Program Services | 4700529 | ProgramServices |
| Management And General | 202577 | ManagementAndGeneral |
| Fundraising | 8277 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750322 | Total |
| Program Services | 1531893 | ProgramServices |
| Management And General | 159288 | ManagementAndGeneral |
| Fundraising | 59141 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330803 | Total |
| Program Services | 215557 | ProgramServices |
| Management And General | 94656 | ManagementAndGeneral |
| Fundraising | 20590 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4019799 | Total |
| Program Services | 4019799 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10949420 | Total |
| Program Services | 10949420 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 893060 | Total |
| Program Services | 893060 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LIBRARY BOOKS & PERIODI | 2415688 | 2415688 | ||
| MISCELLANEOUS | 2216572 | 344202 | 1743514 | 128856 |
| STUDENT, FACULTY & ALUM | 899120 | 633658 | 52871 | 212591 |
| FEES AND DUES | 706190 | 431164 | 262094 | 12932 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211738450 | Total |
| Program Services | 186129667 | ProgramServices |
| Management And General | 21294482 | ManagementAndGeneral |
| Fundraising | 4314301 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33558198 | BOY |
| EOY | 28385984 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12547198 | BOY |
| EOY | 9503930 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3936326 | BOY |
| EOY | 2911815 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13766775 | BOY |
| EOY | 13694609 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2545099 | BOY |
| EOY | 2700348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 345903960 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 153027682 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183800750 | BOY |
| EOY | 192876278 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74460401 | BOY |
| EOY | 82148198 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5150238 | BOY |
| EOY | 5719072 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 759804 | BOY |
| EOY | 1284713 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330524789 | BOY |
| EOY | 339224947 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16538658 | BOY |
| EOY | 20815447 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7481624 | BOY |
| EOY | 7301160 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5923620 | BOY |
| EOY | 6215317 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78793147 | BOY |
| EOY | 77431995 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151848 | BOY |
| EOY | 132162 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54951447 | BOY |
| EOY | 52113788 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163840344 | BOY |
| EOY | 164009869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118439827 | BOY |
| EOY | 122046315 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12141200 | BOY |
| EOY | 15050292 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36103418 | BOY |
| EOY | 38118471 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166684445 | BOY |
| EOY | 175215078 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330524789 | BOY |
| EOY | 339224947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -9539861 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9884731 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 8185763 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $100,200 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 100200 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE UNIVERSITY ENGAGED OUTSIDE LOBBYIST TO PURSUE EARMARK APPROPRIATIONS TO FURTHER THE ACADEMIC MISSION OF THE UNIVERSITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | COMMUNITY ENRICHMENT | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72815005 | BeginningOfYearBalance |
| Contributions | 3197551 | Contributions |
| Investment Earnings Or Losses | 9003383 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 758226 | GrantsOrScholarships |
| Other Expenditures | 3467468 | OtherExpenditures |
| End Of Year Balance | 80790245 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78927608 | BeginningOfYearBalance |
| Contributions | 1076830 | Contributions |
| Investment Earnings Or Losses | -3085387 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 799024 | GrantsOrScholarships |
| Other Expenditures | 3305022 | OtherExpenditures |
| End Of Year Balance | 72815005 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61283688 | BeginningOfYearBalance |
| Contributions | 9461518 | Contributions |
| Investment Earnings Or Losses | 12047684 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 741734 | GrantsOrScholarships |
| Other Expenditures | 3123548 | OtherExpenditures |
| End Of Year Balance | 78927608 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58431578 | BeginningOfYearBalance |
| Contributions | 950699 | Contributions |
| Investment Earnings Or Losses | 6097318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 790314 | GrantsOrScholarships |
| Other Expenditures | 3405593 | OtherExpenditures |
| End Of Year Balance | 61283688 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82228438 | BeginningOfYearBalance |
| Contributions | 1239811 | Contributions |
| Investment Earnings Or Losses | -20434062 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 933419 | GrantsOrScholarships |
| Other Expenditures | 3669190 | OtherExpenditures |
| End Of Year Balance | 58431578 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49800 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15190385 | OtherCostOrOtherBasis |
| Book Value | 15190385 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 273941656 | OtherCostOrOtherBasis |
| Depreciation | 104008567 | Depreciation |
| Book Value | 169933089 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50784811 | OtherCostOrOtherBasis |
| Depreciation | 44666522 | Depreciation |
| Book Value | 6118289 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5987108 | OtherCostOrOtherBasis |
| Depreciation | 4352593 | Depreciation |
| Book Value | 1634515 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 192876278 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED POST RETIREMENT BENEFITS | $47,766,020 |
| ASSET RETIREMENT OBLIGATION | $3,706,630 |
| OBLIGATIONS UNDER CAPITAL LEASE | $641,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 52113788 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 163061805 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9884731 | NetUnrealizedGainsInvestments |
| Other Revenues | 557914 | OtherRevenues |
| Revenue Not Rptd F990 | 10442645 | RevenueNotRptdF990 |
| Revenue Subtotal | 152619160 | RevenueSubtotal |
| Investment Expenses Not Included | 121549 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 49457880 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 49579429 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 202198589 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 162716935 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 557914 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 557914 | ExpensesNotRptdF990 |
| Expenses Subtotal | 162159021 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 121549 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 49457880 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 49579429 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 211738450 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE UNIVERSITY HAS ELECTED PURSUANT TO SFAS 116 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART. THE FOOTNOTE READS "THE UNIVERSITY HOUSES A COLLECTION OF AMERICAN PAINTINGS AND THE ALFRED O. DESHONG COLLECTION OF EUROPEAN PAINTINGS AND ORIENTAL ART OBJECTS AT THE WIDENER UNIVERSITY ART COLLECTION AND GALLERY THAT IT DOES NOT CAPITALIZE. THESE COLLECTIONS ADHERE TO THE UNIVERSITY'S POLICY TO (A) MAINTAIN THEM FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH; AND (B) PROTECT, KEEP UNENCUMBERED, CARE FOR, AND PRESERVE THEM." | |
| PART III, LINE 4: | LOCATED IN THE UNIVERSITY CENTER, THE WIDENER UNIVERSITY ART COLLECTION AND GALLERY HOUSES THE UNIVERSITY'S DIVERSE COLLECTION OF AMERICAN PAINTINGS AND ALFRED O. DESHONG COLLECTION OF EUROPEAN PAINTINGS AND ORIENTAL ART OBJECTS. IN ADDITION TO THE PERMANENT COLLECTION ON DISPLAY, ROTATING EXHIBITIONS OF CONTEMPORARY ART ARE HELD THROUGHOUT THE YEAR ALONG WITH RECEPTIONS TO MEET THE ARTISTS. THE ART MUSEUM PROVIDES NUMEROUS EDUCATIONAL OPPORTUNITIES TO OUR STUDENTS THROUGH ITS EXISTING COLLECTION AND DIVERSE ROTATING EXHIBITS AND SPECIAL SHOWINGS. IT ALSO PROVIDES CULTURAL ENRICHMENT TO THE FACULTY, STAFF AND SURROUNDING COMMUNITIES AS THE MUSEUM IS FREE AND OPEN TO THE PUBLIC. | |
| PART V, LINE 4: | ENDOWMENT FUNDING SUPPORTS SCHOLARSHIPS, FACULTY DEVELOPMENT, CHAIRS, AWARDS, THE LIBRARY, AS WELL AS OTHER INITIATIVES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS SUBJECT TO TAX ONLY ON INCOME FROM ACTIVITIES UNRELATED TO ITS TAX-EXEMPT MISSION. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, THE UNIVERSITY GENERATED NO SIGNIFICANT UNRELATED BUSINESS INCOME SUBJECT TO TAX, AND NO PROVISION FOR INCOME TAXES WAS PROVIDED. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. THE UNIVERSITY'S FEDERAL AND STATE RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2011 AND 2012 ARE OPEN FOR REVIEW BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL EXPENSE 256,388. NET SPECIAL FUNDRAISING EXPENSE 88,819. LOSS ON DISPOSAL OF BUILDING 212,707. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS 49,457,880. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE 256,388. NET SPECIAL FUNDRAISING EXPENSE 88,819. LOSS ON DISPOSAL OF BUILDING 212,707. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS 49,457,880. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | OUR POLICY IS PUBLISHED IN ALL CATALOGS, PRINTED MATERIALS AND RADIO ADVERTISEMENTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | IN THE NORMAL COURSE OF BUSINESS, THE UNIVERSITY ROUTINELY RECEIVES FUNDING FROM FEDERAL, STATE, AND LOCAL GOVERNMENTS FOR STUDENT FINANCIAL AID. ADDITIONALLY, THE UNIVERSITY RECEIVES GRANTS, INCLUDING EARMARKS FOR A NUMBER OF DIFFERENT INITIATIVES, PROGRAMS AND PROJECTS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| EUROPE | PROGRAM SERVICES | LAW SCHOOL SUMMER PROGRAM | 137296 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | LAW SCHOOL SUMMER PROGRAM | 32946 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SHSP INTERNATIONAL TRIP | 65229 |
| EUROPE | PROGRAM SERVICES | CEICS INTERNATIONAL TRIP | 38867 |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | CAS INTERNATIONAL TRIP | 1500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 275838 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 275838 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 36500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22187 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14313 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 558 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 12132 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1623 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LAW NIGHT | NameOfEvent2 |
| Gross Receipts Event2 | 46206 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 46206 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 12897 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 9871 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 68168 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 68168 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 30 | CashPrizesOtherEvents |
| Rent Facility Costs Other Events | 13897 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 112335 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 150874 | GrossReceiptsTotal |
| Charitable Contributions Total | 22187 | CharitableContributionsTotal |
| Gross Revenue Total Events | 128687 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 30 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 558 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 38926 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 123829 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 163343 | DirectExpenseSummaryEvents |
| Net Income Summary | -34656 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| STUDENT FINANCIAL AID/GRANTS/AWARDS | 3187 | 49457880 | FMV |
| FMV |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES T HARRIS | ||||||||||||||
| PRESIDENT | 375324 | 0 | 0 | 0 | 544680 | 0 | 22384 | 0 | 77136 | 0 | 1019524 | 0 | 500000 | 0 |
| JOSEPH J BAKER | ||||||||||||||
| SR VP FINANCE & ADMIN | 261124 | 0 | 0 | 0 | 35049 | 0 | 23598 | 0 | 19216 | 0 | 338987 | 0 | 0 | 0 |
| STEVE WILHITE | ||||||||||||||
| SR VP PROVOST | 253419 | 0 | 0 | 0 | 29648 | 0 | 22267 | 0 | 51623 | 0 | 356957 | 0 | 0 | 0 |
| LINDA S DURANT | ||||||||||||||
| SR VP ADVANCEMENT | 209132 | 0 | 0 | 0 | 39133 | 0 | 23604 | 0 | 7888 | 0 | 279757 | 0 | 0 | 0 |
| LINDA L AMMONS | ||||||||||||||
| DEAN SCHOOL OF LAW | 254215 | 0 | 0 | 0 | 37938 | 0 | 25000 | 0 | 9622 | 0 | 326775 | 0 | 0 | 0 |
| FRED A AKL | ||||||||||||||
| DEAN SCHOOL OF ENGINEERING | 179923 | 0 | 0 | 0 | 29206 | 0 | 19971 | 0 | 9745 | 0 | 238845 | 0 | 0 | 0 |
| MICHEAL SLINGER | ||||||||||||||
| ASSOCIATE DEAN SCHOOL OF LAW | 192712 | 0 | 0 | 0 | 10444 | 0 | 19855 | 0 | 18502 | 0 | 241513 | 0 | 0 | 0 |
| ROBYN MEADOWS | ||||||||||||||
| VICE DEAN/ PROFESSOR | 181565 | 0 | 0 | 0 | 10065 | 0 | 18018 | 0 | 21305 | 0 | 230953 | 0 | 0 | 0 |
| SAVAS OZATALAY | ||||||||||||||
| DEAN SCHOOL OF BUSINESS | 177714 | 0 | 0 | 0 | 20028 | 0 | 20015 | 0 | 14574 | 0 | 232331 | 0 | 0 | 0 |
| SUK-CHUNG YOON | ||||||||||||||
| PROFESSOR | 192515 | 0 | 0 | 0 | 15151 | 0 | 10779 | 0 | 1467 | 0 | 219912 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: THE UNIVERSITY MAINTAINS A WRITTEN ACCOUNTABLE POLICY REGARDING THE PAYMENT OR REIMBURSEMENT OF TRAVEL AND ENTERTAINMENT EXPENSES, INCLUDING AIRLINE AND RAIL TRAVEL, COMPANION TRAVEL, INTERNATIONAL TRAVEL, SOCIAL AND HEALTH CLUBS, MAID SERVICE, AND BUSINESS MEALS, MEETINGS AND ENTERTAINMENT. THE UNIVERSITY'S PRESIDENT REVIEWS AND APPROVES THE TRAVEL AND ENTERTAINMENT EXPENSES FOR ALL UNIVERSITY VICE PRESIDENTS. THE UNIVERSITY'S VICE PRESIDENTS REVIEW AND APPROVE THE TRAVEL AND ENTERTAINMENT EXPENSES FOR THEIR RESPECTIVE STAFF. IT IS IMPORTANT TO NOTE THE PRESIDENT'S TRAVEL AND ENTERTAINMENT EXPENSES ARE REVIEWED AND APPROVED BY THE UNIVERSITY'S BOARD CHAIRPERSON. HOUSING ALLOWANCE OR RESIDENT FOR PERSONAL USE: THE PRESIDENT OF THE UNIVERSITY IS PROVIDED HOUSING AS REQUIRED AS PART OF HIS EMPLOYMENT. THE USE OF THE HOUSE IS EXCLUDED FROM INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 119 (A)(2). THE FAIR RENTAL VALUE OF THE HOUSING IS $35,000. BUSINESS EXPENSES ARE COVERED UNDER THE UNIVERSITY'S TRAVEL AND ENTERTAINMENT POLICY. PERSONAL SERVICES: OFFICERS AND KEY EMPLOYEES MAY USE A CAR SERVICE FOR EXTENDED TRAVEL IN ORDER TO CONDUCT UNIVERSITY BUSINESS. |
| PART I, LINE 4B | THE BOARD OF TRUSTEES HAS APPROVED A SUPPLEMENTAL RETIREMENT PLAN FOR THE PRESIDENT. THE UNIVERSITY ACCRUED A CONTRIBUTION OF $100,000 ANNUALLY FROM 2008 THROUGH 2012 WHICH WAS PREVIOUSLY REPORTED ON SCHEDULE J FOR EACH OF THE APPLICABLE YEARS. THE PRESIDENT VESTED IN THE PLAN AND RECEIVED PAYMENT IN JUNE 2012. THIS PAYMENT IS INCLUDED IN FORM W-2 FOR 2012 AND IS REPORTED IN THIS FORM 990. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| PHEFA REVENUE BONDS SERIES 2003 | ||||||||
| A | 232243852 | 70917NXJ8 | 2003-10-01 | 51590981 | SCIENCE & ENGINEERING FACILITY | 0 | 0 | 0 |
| PHEFA REVENUE BONDS SERIES 2005 | ||||||||
| B | 232243852 | 70917NZ56 | 2005-02-01 | 34239090 | DORMITORY & PHYSICAL EDUCATION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 4585000 | 51590981 | 4687859 | 32218908 | 277558 | 14054101 | 0 | 1 | 1 | 1 |
| B | 2050000 | 34239090 | 3346310 | 227750 | 30449130 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 1 | 0 | 1 | ||
| B | 0 | 0 | 0 | 0 | 1 | 0 | 1 | 0.00350 | 0.00350 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICERS & HIGHEST COMP PERSONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | OFFICERS & HIGHEST COMP PERSONS | RelationshipWithOrganization |
| Amount Of Grant | 61543 | AmountOfGrant |
| Type Of Assistance | DISCOUNTED TUITION | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN COMMUNICATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BRIAN TIERNEY, A WIDENER UNIVERSITY TRUSTEE, OWNS BRIAN COMMUNICATIONS. | Relationship |
| Amount Of Transaction | 817287 | AmountOfTransaction |
| Description Of Transaction | ADVERTISING CONTRACT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 103872 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE UNIVERSITY OCCASSIONALLY RECEIVES GIFTS OF STOCK. THE UNIVERSITY SELLS THE STOCK THROUGH A BROKERAGE ACCOUNT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | AN EXECUTIVE COMMITTEE, WHICH MAY BE CONVENED AT ANY TIME AT THE CALL OF ITS CHAIRMAN, SHALL HAVE AND EXERCISE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF ITS AFFAIRS, TO THE EXTENT PERMITTED BY THE DELAWARE CORPORATION LAW AND THE PENNSYLVANIA CORPORATION NOT-FOR-PROFIT CODE, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE AUTHORITY TO: * FILL VACANCIES IN THE BOARD OF TRUSTEES; * ADOPT, AMEND OR REPEAL THE BYLAWS; * AMEND OR REPEAL ANY RESOLUTION OF THE BOARD; * TAKE ANY ACTION ON MATTERS COMMITTED BY THE BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD; * AMEND THE CERTIFICATE OF INCORPORATION; * ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION; * RECOMMEND THE SALE, LEASE, OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S PROPERTY; * RECOMMEND A DISSOLUTION OF THE CORPORATION; OR * REVOKE A DISSOLUTION OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, THE PRESIDENT OF THE CORPORATION, THE CHAIRMEN OF THE ACADEMIC, DEVELOPMENT AND FINANCE COMMITTEES AND THE CHAIRMAN OF THE LAW SCHOOL BOARD OF OVERSEERS. UPON INVITATION OF THE CHAIRMAN, ANY MEMBER OF THE BOARD MAY ATTEND AND VOTE AT AN EXECUTIVE COMMITTEE MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID OSKIN AND RICHARD TAN - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | ONCE A DRAFT OF THE IRS FORM 990 IS COMPLETED AND REVIEWED BY OUR INDEPENDENT TAX ADVISORS, IT IS REVIEWED BY BOTH THE AUDIT AND FINANCE & ADMINISTRATION COMMITTEES OF THE BOARD OF TRUSTEES. IT IS THEN REVIEWED WITH THE FULL BOARD OF TRUSTEES AT ITS NEXT MEETING (NORMALLY THE FEBRUARY MEETING). THE FORM 990 IS NOT FILED UNTIL THE FULL BOARD OF TRUSTEES HAS REVIEWED IT WITH MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES FOR THE BOARD OF TRUSTEES, OFFICERS, KEY EMPLOYEES, FULL-TIME STAFF, AND PART-TIME STAFF INVOLVED IN PURCHASING. THE BOARD OF TRUSTEES COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS, AND THE DISCLOSURE FORMS ARE RECEIVED AND REVIEWED. THE PROCESS, REVIEW, AND REPORTING FOR THE OFFICERS AND KEY EMPLOYEES IS THE SAME AS THE BOARD OF TRUSTEES. ALL FULL-TIME STAFF AND PART-TIME STAFF INVOLVED IN PURCHASING COMPLETE A DISCLOSURE FORM ANNUALLY, AND THESE ARE COLLECTED AND REVIEWED BY THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES. THIS INDIVIDUAL THEN REPORTS THE FINDINGS TO THE SENIOR VICE PRESIDENT-ADMINISTRATION & FINANCE AND THE PRESIDENT OF THE UNIVERSITY. A REPORT IS THEN MADE BY THE SENIOR VICE PRESIDENT-ADMINISTRATION & FINANCE TO THE FINANCE AND ADMINISTRATION COMMITTEE OF THE BOARD, WHICH THEN REPORTS THE FINDINGS TO THE FULL BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IT IS THE POLICY OF WIDENER UNIVERSITY AND ITS BOARD OF TRUSTEES (BOARD) TO COMPENSATE ITS EXECUTIVES IN ACCORDANCE WITH THE MARKET AND IN RELATION TO EXPERIENCE, SERVICE AND ACCOMPLISHMENT BOTH PRIOR TO, AND DURING, THEIR SERVICE TO THE UNIVERSITY. WHILE THE UNIVERSITY DOES NOT HAVE A FORMAL COMPENSATION COMMITTEE, MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ACT IN THIS CAPACITY AND THEN PRESENT THE COMPENSATION DATA OF ALL DISQUALIFIED PERSONS TO THE BOARD OF TRUSTEES. THE BOARD'S USE OF CUPA AND SIMILIAR INDICES IS FOR GUIDANCE PURPOSES, TAKING INTO CONSIDERATION THAT THE POSITIONS REPORTED THEREIN ARE NOT, IN MANY INSTANCES, EQUIVALENT TO THE EXECUTIVE POSITIONS AT THE UNIVERSITY. THUS, WHEN AN INDIVIDUAL EXECUTIVE ACQUIRES ADDITIONAL RESPONSIBILITIES ABOVE AND BEYOND THOSE TRADITIONALLY ASSOCIATED WITH THE GENERAL CATEGORY SET FORTH IN THE COMPARATIVE INDICIES, THE BOARD MAY CONSIDER AND AWARD APPROPRIATE COMPENSATION. EXCEPTIONS TO THIS POLICY CAN OCCUR WHERE SPECIAL EXPERTISE, ACCOMPLISHMENT OR EXPERIENCES ARE REQUIRED IN A PARTICULAR POSITION OR AN URGENT NEED HAS ARISEN JUSTIFYING, IN THE BOARD'S ANALYSIS, COMPENSATION AT A LEVEL IN EXCESS OF THE POLICY RANGE ADOPTED BY THE BOARD. WHEN SUCH EXCEPTIONS ARISE, THE BOARD SHALL SET FORTH A STATEMENT OF THEIR REASONING SUPPORTING THE DEPARTURE FROM THE ESTABLISHED EXECUTIVE COMPENSATION POLICY. FINALLY, THE BOARD, IN EVERY THIRD YEAR, WILL ENGAGE AN OUTSIDE CONSULTANT TO VERIFY THAT TOTAL COMPENSATION PAID TO THE EXECUTIVES OF THE UNIVERSITY IS FAIR AND REASONABLE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE THE UNIVERSITY'S ARTICLES OF INCORPORATION, THE CONFLICT OF INTEREST POLICY, THE EXECUTIVE COMPENSATION POLICY, THE FORM 990, THE FORM 990-T AND THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION 8,185,763. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SCHEDULE K, PART I | THE BOND WAS ORIGINALLY ISSUED IN 2003 WITH STAGGERING MATURITY DATES FROM 2008-2036. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. | PHEFA REVENUE BOND, SERIES OF 2003 |
| FORM 990, SCHEDULE K, PART I | THE BOND WAS ORIGINALLY ISSUED IN 2005 WITH STAGGERING MATURITY DATES FROM 2007-2039. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. | PHEFA REVENUE BOND, SERIES OF 2005 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE NEUROPSYCHOLOGY ASSESSMENT CENTER | ||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 421682886 | EDUCATION | PA | 501(C)(3) | LINE 9 | WIDENER UNIVERSITY | 1 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | ||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 421705892 | SCHOOL | PA | 501(C)(3) | LINE 2 | WIDENER UNIVERSITY | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PROVIDENCE ENTERPRISES INC | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 510260604 | INACTIVE | PA | WIDENER UNIVERSITY | C | 1.00000 | 0 | ||
| ACNP CORPORATION | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 232540747 | RESTAURANT | PA | WIDENER UNIVERSITY | C | 1.00000 | 0 | 19042 | 40914 |
| UNIVERSITY TECHNOLOGY PARK INC | ||||||||||||
| 1350 EDGEMONT AVENUE SUITE 1300 | CHESTER | PA | 19013 | 233045605 | REAL ESTATE | PA | WIDENER UNIVERSITY | C | 0.50000 | 0 | 31745 | 3116993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| J | 900000 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| L | 200776 |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | |
| Q | 5094224 |
| THE NEUROPSYCHOLOGY ASSESSMENT CENTER | |
| L | 9016 |
| THE NEUROPSYCHOLOGY ASSESSMENT CENTER | |
| Q | 189709 |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| SCHEDULE R, PART V, LINE 1K | THE UNIVERSITY LEASES TO ITS SOCIAL WORK CONSULTATION SERVICES DEPARTMENT SPACE IN A BUILDING OWNED BY UNIVERSITY TECHNOLOGY PARK INC. |
| SCHEDULE R, PART V, LINE 1N | THE UNIVERSITY SHARES ITS FACILITIES WITH NEUROPSYCHOLOGY ASSESSMENT CENTER AT WIDENER UNIVERSITY. |