IMMACULATA UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IMMACULATA UNIVERSITY (EIN 23-1352648)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-06
- IRS object ID
- 201421269349301187
- Schema version
- 2012v2.3
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T13:28:58-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352648 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMACULATA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JENNIFER SAUER | InCareOfName |
| Name Control | IMMA | NameControl |
| Phone | 6106474400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CATHOLIC CONFERENCE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | IMMACULATA | City |
| State | PA | State |
| ZIP Code | 193450631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer Sauer | Name |
| Title | vp of finance and admin | Title |
| Phone | 6106474400 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank Giardini | Name |
| Phone | 2155614200 | 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 | Sister Patricia Fadden | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 King Rd | AddressLine1 |
| City | Immaculata | City |
| State | PA | State |
| ZIP Code | 19345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66791703 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IMMACULATA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS DIRECTED PRIMARILY TOWARD LIBERAL AND PROFESSIONAL EDUCATION. PLEASE SEE ATTACHMENT 1 FOR FURTHER DETAILS ON THE UNIVERSITY'S MISSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1752 | TotalNbrEmployees |
| Total Nbr Volunteers | 246 | TotalNbrVolunteers |
| Total Gross UBI | 162918 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2404 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3528515 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2525143 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62525977 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 62718172 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 956835 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1013684 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 418677 | OtherRevenuePriorYear |
| Other Revenue Current Year | 474228 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67430004 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66731227 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12483225 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13463896 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29072668 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29831634 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 841122 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23476854 | OtherExpensePriorYear |
| Other Expenses Current Year | 22618208 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65032747 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65913738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2397257 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 817489 | RevenuesLessExpensesCY |
| Total Assets BOY | 91947777 | TotalAssetsBOY |
| Total Assets EOY | 91332229 | TotalAssetsEOY |
| Total Liabilities BOY | 54026050 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51314525 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37921727 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40017704 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Immaculata University (the University) is a Catholic educational institution of higher education founded for women in 1920 by the Sisters, Servants of the Immaculate Heart of Mary (the Congregation). The University offers undergraduate and graduate programs directed primarily toward liberal and professional education. Effective fall 2005, the University expanded its market in higher education to include both men and women in its traditional undergraduate program. The University offers courses in distance and online instruction in addition to on campus and off site graduate and undergraduate programs serving the adult learner. The University, to attain the goal of developing the whole person of any faith within a Catholic community, encourages the student to see in liberal education an integrative process contributing to the formation of a truly educated person: value oriented and committed to seeking the truth, promoting justice, and fostering peace. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 42337923 | Expense |
| Grants | 13192706 | Grants |
| Revenue | 56229354 | Revenue |
| Description | To educate and provide related services to students. In the fall of 2012, this program benefitted 4,117 students, of whom 2,696 were enrolled full time. In the spring of 2013, this program benefitted 4,022 students, 2,639 of whom were enrolled full time. This program also contributed toward the graduation of 926 students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4182674 | Expense |
| Grants | 162650 | Grants |
| Revenue | 3386742 | Revenue |
| Description | To provide living quarters for students. On an annualized basis, this program benefitted 479 students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3338808 | Expense |
| Grants | 108540 | Grants |
| Revenue | 2498106 | Revenue |
| Description | To provide meals to students. On an annualized basis, this program benefitted 483 students. | Description |
Activity Other ActivityOther (4 entries)
| RevenueRevenue | DescriptionDescription |
|---|---|
| 279533 | Food Service- Catering |
| 246189 | Food Service- Cash Receipts |
| 76032 | Bookstore Commission |
| 2216 | Vending and Non Credit Workshops |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 603970 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 49859405 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 94 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1752 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JENNIFER SAUER | NamePerson |
| Telephone Number | 6106474400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 KING RD | AddressLine1 |
| City | IMMACULATA | City |
| State | PA | State |
| ZIP Code | 19345 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Sister Lorraine McGrew IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Mary Bednar IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Peggy A Behm | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Phyllis Bellopede | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Elaine de Chantal Brookes | ||||||||
| IHM, Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Patricia Dailey IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Carolyn M Dimick IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Frank A Farnesi | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Anita Patrick Gallagher | ||||||||
| IHM, Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Marie Esther Hart IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Charles Kerrigan | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Marion A McGowan | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Eileen M McGuigan IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Anne B McGuire IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Patricia Mengel IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Thomas Cancelmo | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Maryann Hammeke Romeo | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| James Gabriele | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Rev T Christopher Redcay | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| A J Gabriele | ||||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | |||
| The Honorable Thomas A Pitt Jr | ||||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | |||
| Edward Roach | ||||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | |||
| Sister Donna Shallo IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Mary Smith IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Barbara Lettiere | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Maureen H McCullough | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sister Rita James Murphy IHM | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Bernadette Maguire | ||||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | |||
| Mimi Draper-Walsh | ||||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | |||
| SISTER R PATRICIA FADDEN | ||||||||
| President | 40.0 | 0 | 0 | 0 | X | |||
| SISTER ANN HEATH | ||||||||
| VP Academic Affairs | 40.0 | 0 | 0 | 0 | X | |||
| Jennifer Sauer | ||||||||
| VP for Finance and Admin | 40.0 | 168076 | 0 | 75297 | X | |||
| Kevin Quinn | ||||||||
| VP University Advancement | 40.0 | 44615 | 0 | 5713 | X | |||
| STEPHEN PUGLIESE | ||||||||
| VP Student Development & Engag | 40.0 | 131548 | 0 | 18042 | X | |||
| ROBERT COLE | ||||||||
| VP University Communications | 40.0 | 159750 | 0 | 19106 | X | |||
| SISTER MARIE HUBERT KEALY IHM | ||||||||
| Secretary | 40.0 | 0 | 0 | 0 | X | |||
| Janet Kane | ||||||||
| Asst VP Academic Affairs | 40.0 | 119051 | 0 | 30874 | X | |||
| Jed Yalof | ||||||||
| Professor | 40.0 | 120405 | 0 | 31981 | X | |||
| Francis Martin | ||||||||
| Professor | 40.0 | 116671 | 0 | 14358 | X | |||
| Philip Hubbard | ||||||||
| Assoc. VP for Academic Affairs | 40.0 | 113375 | 0 | 16817 | X | |||
| Thomas Compitello | ||||||||
| Division Chair, Education | 40.0 | 112750 | 0 | 14363 | X | |||
| THOMAS J FORD | ||||||||
| VP for Finance and Admin | 40.0 | 103565 | 0 | 7250 | X | |||
| THERESA GRENTZ | ||||||||
| VP University Advancement | 40.0 | 155500 | 0 | 10885 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1345306 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 244686 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| PO BOX 198532 | ATLANTA | GA | 303848532 | SERV/FAC MGMT | 2779827 |
| Ellucian Company | |||||
| 2300 Maitland Center Pkwy | MAITLAND | FL | 32751 | Consultant | 3213173 |
| RC Legini Company Inc | |||||
| 46 Pennsylvania Avenue | MALVERN | PA | 19335 | Construction Mgmt | 1989932 |
| Chester Valley Engineers | |||||
| 83 Chestnut Road | PAOLI | PA | 19301 | Construction mgmt | 813994 |
| Canon Solutions America Inc | |||||
| 15004 Collection Center Drive | CHICAGO | IL | 60693 | Mail/Dup services | 504395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 62939 | FundraisingEvents |
| Government Grants | 1034128 | GovernmentGrants |
| All Other Contributions | 1428076 | AllOtherContributions |
| Noncash Contributions | 52665 | NoncashContributions |
| Total Contributions | 2525143 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION/FEES | 900099 | 56229354 | 56229354 |
| RESIDENT HALLS | 900099 | 3386742 | 3386742 |
| STUDENT BOARD PLAN | 900099 | 2498106 | 2498106 |
| FOOD SVCS-CATERING | 900099 | 279533 | 279533 |
| IU CASH RECEIPTS | 900099 | 246189 | 246189 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78248 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78248 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 62718172 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1013684 | TotalRevenueColumn |
| Exclusion | $1,013,684 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 358601 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31980 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 326621 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326621 | TotalRevenueColumn |
| Exclusion | $326,621 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28496 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 62939 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 28496 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FORFEIT STUDENT DEPOSITS | 900099 | 13356 | 13356 |
| TRANSCRIPT INCOME | 900099 | 22740 | 22740 |
| PARKING FEE/PERMITS | 812930 | 37200 | 37200 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74311 | TotalRevenueColumn |
| Related Or Exempt Function Income | -88607 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 162918 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 147607 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66731227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62702861 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 162918 | UnrelatedBusinessRevenue |
| Exclusion | $1,340,305 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13363596 | Total |
| Program Services | 13363596 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100300 | Total |
| Program Services | 100300 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 836689 | Total |
| Program Services | 158225 | ProgramServices |
| Management And General | 522101 | ManagementAndGeneral |
| Fundraising | 156363 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21660812 | Total |
| Program Services | 17417201 | ProgramServices |
| Management And General | 3813575 | ManagementAndGeneral |
| Fundraising | 430036 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050092 | Total |
| Program Services | 764398 | ProgramServices |
| Management And General | 257217 | ManagementAndGeneral |
| Fundraising | 28477 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4654841 | Total |
| Program Services | 3169081 | ProgramServices |
| Management And General | 1390942 | ManagementAndGeneral |
| Fundraising | 94818 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1629200 | Total |
| Program Services | 1355683 | ProgramServices |
| Management And General | 240496 | ManagementAndGeneral |
| Fundraising | 33021 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166310 | Total |
| Management And General | 166310 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135025 | Total |
| Management And General | 135025 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3343513 | Total |
| Program Services | 2329419 | ProgramServices |
| Management And General | 982472 | ManagementAndGeneral |
| Fundraising | 31622 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691647 | Total |
| Program Services | 135812 | ProgramServices |
| Management And General | 555835 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6194174 | Total |
| Program Services | 4698578 | ProgramServices |
| Management And General | 1451569 | ManagementAndGeneral |
| Fundraising | 44027 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3833061 | Total |
| Management And General | 3833061 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348617 | Total |
| Program Services | 235162 | ProgramServices |
| Management And General | 101596 | ManagementAndGeneral |
| Fundraising | 11859 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1969143 | Total |
| Program Services | 1516240 | ProgramServices |
| Management And General | 452903 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4661336 | Total |
| Program Services | 3589229 | ProgramServices |
| Management And General | 1072107 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503740 | Total |
| Program Services | 403060 | ProgramServices |
| Management And General | 100680 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAINT. | 583452 | 482278 | 97802 | 3372 |
| SISTERS RESIDENCE EXPENSE | 188190 | 141143 | 39520 | 7527 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65913738 | Total |
| Program Services | 49859405 | ProgramServices |
| Management And General | 15213211 | ManagementAndGeneral |
| Fundraising | 841122 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2251668 | BOY |
| EOY | 1443859 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63469 | BOY |
| EOY | 56872 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2375689 | BOY |
| EOY | 1889555 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494258 | BOY |
| EOY | 454385 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1071326 | BOY |
| EOY | 763255 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 126928483 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65958029 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61466962 | BOY |
| EOY | 60970454 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23574884 | BOY |
| EOY | 25149079 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649521 | BOY |
| EOY | 604770 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91947777 | BOY |
| EOY | 91332229 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3744663 | BOY |
| EOY | 3041514 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3281432 | BOY |
| EOY | 2611606 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35705818 | BOY |
| EOY | 34816814 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8267019 | BOY |
| EOY | 8055953 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3027118 | BOY |
| EOY | 2788638 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54026050 | BOY |
| EOY | 51314525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24088162 | BOY |
| EOY | 24977675 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7047237 | BOY |
| EOY | 7903516 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6786328 | BOY |
| EOY | 7136513 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37921727 | BOY |
| EOY | 40017704 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91947777 | BOY |
| EOY | 91332229 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 817489 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1434162 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | -155674 | ReconcilationInvestExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14145578 | BeginningOfYearBalance |
| Contributions | 396185 | Contributions |
| Investment Earnings Or Losses | 1974674 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 214794 | GrantsOrScholarships |
| Other Expenditures | 508033 | OtherExpenditures |
| End Of Year Balance | 15793610 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14732085 | BeginningOfYearBalance |
| Contributions | 359684 | Contributions |
| Investment Earnings Or Losses | -242809 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 216235 | GrantsOrScholarships |
| Other Expenditures | 487147 | OtherExpenditures |
| End Of Year Balance | 14145578 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12499547 | BeginningOfYearBalance |
| Contributions | 230185 | Contributions |
| Investment Earnings Or Losses | 2661982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 186113 | GrantsOrScholarships |
| Other Expenditures | 473516 | OtherExpenditures |
| End Of Year Balance | 14732085 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11291751 | BeginningOfYearBalance |
| Contributions | 263676 | Contributions |
| Investment Earnings Or Losses | 1566660 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162879 | GrantsOrScholarships |
| Other Expenditures | 459661 | OtherExpenditures |
| End Of Year Balance | 12499547 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14746735 | BeginningOfYearBalance |
| Contributions | 80741 | Contributions |
| Investment Earnings Or Losses | -2850614 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 218000 | GrantsOrScholarships |
| Other Expenditures | 467111 | OtherExpenditures |
| End Of Year Balance | 11291751 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37630 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62070 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 212719 | OtherCostOrOtherBasis |
| Book Value | 212719 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92614805 | OtherCostOrOtherBasis |
| Depreciation | 42834599 | Depreciation |
| Book Value | 49780206 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3306722 | OtherCostOrOtherBasis |
| Book Value | 3306722 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30794237 | OtherCostOrOtherBasis |
| Depreciation | 23123430 | Depreciation |
| Book Value | 7670807 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 60970454 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONDITIONAL ASSET RETIREMENT | $1,780,041 |
| STUDENT DEPOSITS | $367,802 |
| SWAP AGREEMENTS | $640,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2788638 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 56135422 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1434162 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1557623 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 31980 | OtherRevenues |
| Revenue Not Rptd F990 | 3023765 | RevenueNotRptdF990 |
| Revenue Subtotal | 53111657 | RevenueSubtotal |
| Investment Expenses Not Included | 155674 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13463896 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13619570 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 66731227 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 54039445 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1557623 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 31980 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1589603 | ExpensesNotRptdF990 |
| Expenses Subtotal | 52449842 | ExpensesSubtotal |
| Other Expenses Not Included | 13463896 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 13463896 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65913738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Use of Endowment Fund | SCHEDULE D, PART V, LINE 4 | The University's endowment consists of approximately 45 individual funds established for a variety of purposes including scholarships, faculty development and general operations. |
| FIN 48 Disclosure (ASC 740) | SCHEDULE D, PART X | The University is qualified as a not-for-profit organization under Section 501(c)(3) of the Internal Revenue Code, as amended. Accordingly, the University is not subject to income taxes except to the extent it has taxable income from activities that are not related to its exempt purpose. The University recognizes the effect of income tax provisions, if any, only if those positions are more likely than not of being sustained. No provision for income taxes was required for fiscal year 2013 or 2012. |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XI, LINE 2D | RENTAL EXPENSE $31,980 |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XI, LINE 4B | SCHOLARSHIP TUITION DISCOUNT $13,192,706 RESIDENT ASSISTANT DISCOUNTS $ 271,190 ----------- $13,463,896 |
| Reconciliation of Expense - Other | SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSE RECLASSED TO REVENUE $ 31,980 |
| Reconciliation of Revenue - Other | SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIP TUITION DISCOUNT $13,192,706 RESIDENT ASSISTANT DISCOUNTS $ 271,190 ----------- $13,463,896 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 3 | THE UNIVERSITY PROVIDES A STATEMENT IN ALL PUBLICATIONS REGARDING ITS NONDISCRIMINATORY POLICY. |
| Part I, Line 6 | FEDERAL AND STATE GRANTS |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Sub-Saharan Africa | Grantmaking | 37000 |
| North America | Grantmaking | 6500 |
| East Asia and the Pacific | Grantmaking | 56800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 100300 | SubtotalAmountSpent |
| Total Amount Spent | 100300 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarships to Various Students | TypeOfAssistance |
| Number Of Recipients | 6 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 100300 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | Scholarships/Fin Aid | DescriptionOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Monitoring Procedures | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | GRANTS ISSUED BY IMMACULATA UNIVERSITY ARE PRIMARILY IN THE FORM OF SCHOLARSHIP AND GRANTS AWARDED AS PART OF FINANCIAL AID. FINANCIAL AID GRANTS AWARDED TO STUDENTS ARE DIRECTLY APPLIED BY THE UNIVERSITY TO OFFSET BILLED AMOUNTS (I.E. TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE UNIVERSITY. STUDENTS RECEIVING SCHOLARSHIPS ARE ASSESSED ON THE BASIS OF ACADEMIC ACHIEVEMENTS, FINANCIAL NEEDS, AND SIMILAR STANDARDS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 89385 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 60889 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28496 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20720 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 132 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7644 | OtherDirectExpensesEvent1 |
| Name Of Event2 | IU Night@Phils | NameOfEvent2 |
| Gross Receipts Event2 | 2050 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2050 | CharitableContributionsEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 91435 | GrossReceiptsTotal |
| Charitable Contributions Total | 62939 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28496 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20720 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 132 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 7644 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28496 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO VARIOUS STUDENTS | TypeOfGrant |
| Number Of Recipients | 1102 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 13363596 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Scholarships/Fin Aid | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Monitoring Procedures | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | GRANTS ISSUED BY IMMACULATA UNIVERSITY ARE PRIMARILY IN THE FORM OF SCHOLARSHIP AND GRANTS AWARDED AS PART OF FINANCIAL AID. FINANCIAL AID GRANTS AWARDED TO STUDENTS ARE DIRECTLY APPLIED BY THE UNIVERSITY TO OFFSET BILLED AMOUNTS (I.E. TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE UNIVERSITY. STUDENTS RECEIVING SCHOLARSHIPS ARE ASSESSED ON THE BASIS OF ACADEMIC ACHIEVEMENTS, FINANCIAL NEEDS, AND SIMILAR STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J FORD | ||||||||||||||
| VP for Finance and Admin | 103565 | 0 | 0 | 0 | 0 | 0 | 7250 | 0 | 0 | 0 | 110815 | 0 | 0 | 0 |
| THERESA GRENTZ | ||||||||||||||
| VP University Advancement | 155500 | 0 | 0 | 0 | 0 | 0 | 10885 | 0 | 0 | 0 | 166385 | 0 | 0 | 0 |
| Jennifer Sauer | ||||||||||||||
| VP for Finance and Admin | 168076 | 0 | 0 | 0 | 0 | 0 | 12460 | 0 | 62837 | 0 | 243373 | 0 | 0 | 0 |
| ROBERT COLE | ||||||||||||||
| VP University Communications | 159750 | 0 | 0 | 0 | 0 | 0 | 11175 | 0 | 7931 | 0 | 178856 | 0 | 0 | 0 |
| Jed Yalof | ||||||||||||||
| Professor | 120405 | 0 | 0 | 0 | 0 | 0 | 7396 | 0 | 24585 | 0 | 152386 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J, Part I, Line 3 | Compensation of President and other MEMBERS OF RELIGIOUS ORDER | SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE CONSTRAINTS OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. SALARY DATA IS GATHERED FROM CUPA AND NACUBO AND IS USED TO ESTABLISH BENCHMARKS FOR UNIVERSITY EXECUTIVE ADMINISTRATORS. THIS PROCESS WAS LAST UNDERTAKEN FOR THE FISCAL YEAR 2010-2011. THE FOLLOWING TRUSTEES OF IMMACULATA UNIVERSITY'S BOARD OF TRUSTEES ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Lorraine McGrew, IHM Sister Mary Anne Bednar, IHM Sister Elaine De Chantal Brookes, IHM Sister Patricia Dailey, IHM Sister Carolyn M. Dimick, IHM Sister Anita Patrick Gallagher, IHM Sister Marie Esther Hart, IHM Sister Eileen M. McGuigan, IHM Sister Anne B. McGuire, IHM Sister Patricia Mengel, IHM Sister Donna Shallo, IHM Sister Mary Smith, IHM Sister Rita James Murphy, IHM THE FOLLOWING OFFICERS OF IMMACULATA UNIVERSITY ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Patricia Fadden, IHM - President Sister Ann Heath, IHM - Vice President, Academic Affairs Sister Marie Hubert Kealy, IHM - Secretary Compensation of all other officiers |
| Schedule J, Part I, Line 4a | SEVERENCE PAYMENTS | THERESA GRENTZ RECEIVED A SEVERANCE PAYMENT IN APRIL 2012 IN THE AMOUNT OF $155,500. |
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 |
|---|---|---|---|---|---|---|---|---|
| Chester County Health & Ed Facilities Au | ||||||||
| A | 232265260 | 1655790p5 | 2005-06-26 | 23128100 | Campus renovations and upgrades | false | false | false |
| Chester County Health & Ed Facilities Au | ||||||||
| B | 232265260 | 2010-12-15 | 14165797 | Current refunding, est debt servic | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 22773035 | 1837385 | 2282832 | 0 | 685133 | 0 | 0 | 19144676 | 0 | 0 | 2007 | false | false | true | true |
| B | 0 | 0 | 14161736 | 500000 | 0 | 0 | 195939 | 0 | 0 | 0 | 13465797 | 0 | true | false | true | true |
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 | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
| B | 0 | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | true | false | false | true | AG Match Funding | 3. | true | false | true | ||
| PNC Bank NA | |||||||||||
| B | false | true | true | 0 | true | true | 4.19 | ||||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K, Part I Column (e), LINE A | 0 | ISSUE PRICE $23,128,100 DEPOSIT TO RESERVE FUND 2,000,000 INTEREST OF DEBT SERVICE RESERVE FUND 102,361 COST OF ISSUE DEDUCTED FROM PROCEEDS AT CLOSING (457,415) ------------ PART II, LINE 3 24,773,046 |
| Schedule K, Part I Column (e), Line B | 0 | ISSUE PRICE $14,165,797 ISSUE COSTS OVERESTIMATED ON FORM 8036 (4,061) ------------ PART II, LINE 3 14,161,736 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 52655 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor provided value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 173385 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI, LINE 11A | REVIEW OF FORM 990 | AN INDEPENDENT TAX PREPARATION FIRM IS ENGAGED TO ASSIST IN COMPILING FORM 990 WITH DATA PROVIDED FROM THE BUSINESS OFFICE. UNIVERSITY MANAGEMENT REVIEWS THE FORM 990 FOR COMPLETENESS AND ACCURACY. PRIOR TO FILING, MANAGEMENT PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990 IS REVIEWED AND SIGNED BY THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION. |
| Part VI, Line 12c | CONFLICT OF INTEREST POLICY | THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT AND SUBMIT SUCH STATEMENT TO THE UNIVERSITY PRESIDENT. THE PRESIDENT REVIEWS THOSE STATEMENTS FOR POTENTIAL CONFLICTS. THE DISCLOSURE STATEMENT ALSO REQUIRES ALL MEMBERS TO NOTIFY THE UNIVERSITY PRESIDENT PROMPTLY OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST AS IT ARISES, SO THAT IT CAN BE ADDRESSED IMMEDIATELY. SHOULD THERE BE A CONFLICT OF INTEREST ANY AFFECTED TRUSTEE OR OFFICER SHALL REFRAIN FROM ANY CONSIDERATION OF, OR ACTION UPON, THE TRANSACTION OR PROPOSED TRANSACTION. |
| PART VI, LINE 15A | PROCESS FOR DETERMINING COMPENSATION Of President of University | SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. |
| PART VI, LINE 15B | PROCESS FOR DETERMINING COMPENSATION | THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE CONSTRAINTS OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. SALARY DATA IS GATHERED FROM CUPA AND NACUBO AND IS USED TO ESTABLISH BENCHMARKS FOR UNIVERSITY EXECUTIVE ADMINISTRATORS. THIS PROCESS WAS LAST UNDERTAKEN FOR THE FISCAL YEAR 2010-2011. |
| PART VII & SCHEDULE J | COMPENSATION OF MEMBERS OF RELIGIOUS ORDER | THE FOLLOWING TRUSTEES OF IMMACULATA UNIVERSITY'S BOARD OF TRUSTEES ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Lorraine McGrew, IHM Sister Mary Anne Bednar, IHM Sister Elaine De Chantal Brookes, IHM Sister Patricia Dailey, IHM Sister Carolyn M. Dimick, IHM Sister Anita Patrick Gallagher, IHM Sister Marie Esther Hart, IHM Sister Eileen M. McGuigan, IHM Sister Anne B. McGuire, IHM Sister Patricia Mengel, IHM Sister Donna Shallo, IHM Sister Mary Smith, IHM Sister Rita James Murphy, IHM THE FOLLOWING OFFICERS OF IMMACULATA UNIVERSITY ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Patricia Fadden, IHM - President Sister Ann Heath, IHM - Vice President, Academic Affairs Sister Marie Hubert Kealy, IHM - Secretary |
| PART VI, LINE 19 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIALS | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS SERVANTS OF IHM | ||||||||||
| VILLA MARIA GENERALATE 1140 KING RD | IMMACULATA | PA | 19345 | 231352569 | Religious | PA | 501(c)(3) | 2 | NA | false |
| ENSERV INC | ||||||||||
| PO BOX 665 | IMMACULATA | PA | 19345 | 232731906 | WATER TREAT. | PA | 501(c)(3) | 2 | IMMACULTA | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SISTERS SERVANTS OF IHM | ||
| R | 212241 | INTEREST |
| SISTERS SERVANTS OF IHM | ||
| R | 327759 | INSURANCE |