LINCOLN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN UNIVERSITY (EIN 23-1352655)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349304207
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T10:49:36-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINC | NameControl |
| Phone | 4843658000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Baltimore Pike | AddressLine1 |
| Address Line2 | PO Box 179 | AddressLine2 |
| City | LINCOLN UNIVERSITY | City |
| State | PA | State |
| ZIP Code | 19352 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles Gradowski | Name |
| Title | Vice President Fiscal Affairs | Title |
| Phone | 4843658049 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| 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 | Charles Gradowski | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Baltimore Pike | AddressLine1 |
| Address Line2 | PO Box 179 | AddressLine2 |
| City | Lincoln University | City |
| State | PA | State |
| ZIP Code | 19352 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55349839 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LINCOLN.EDU | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | University | TypeOfOrgOtherDescription |
| Year Formation | 1854 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Lincoln University is a premier, Historically Black University that combines the best elements of a liberal arts and sciences -based undergraduate core curriculum, and selected graduate programs to meet the needs of those living in a highly technological and global society. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1070 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 70450 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 70450 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12750914 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14312296 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42441412 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39844854 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 508760 | InvestmentIncomePriorYear |
| Investment Income Current Year | 332458 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 742541 | OtherRevenuePriorYear |
| Other Revenue Current Year | 818598 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56443627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 55308206 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33639277 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32199198 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 628518 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23757764 | OtherExpensePriorYear |
| Other Expenses Current Year | 22695056 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57397041 | TotalExpensesPriorYear |
| Total Expenses Current Year | 54894254 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -953414 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 413952 | RevenuesLessExpensesCY |
| Total Assets BOY | 248915122 | TotalAssetsBOY |
| Total Assets EOY | 303114948 | TotalAssetsEOY |
| Total Liabilities BOY | 43584761 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42345203 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 205330361 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 260769745 | NetAssetsOrFundBalancesEOY |
| Mission Description | Lincoln University is a premier, Historically Black University that combines the best elements of a liberal arts and sciences -based undergraduate core curriculum, and selected graduate programs to meet the needs of those living in a highly technological and global society. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 42717016 | Expense |
| Revenue | 39844854 | Revenue |
| Description | Education, General/Other: Academic support, student services and scholarships. These programs provide general support to students for housing, financial aid, counseling, health insurance and student government, instruction and library, auxiliary enterprises, the cost of student housing and meals, research and sponsored programs primarily consisting of grants funded by federal, state and local governments to support the University's instructional mission. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 42717016 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 112 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1070 | 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| 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 | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Charles Gradowski | NamePerson |
| Telephone Number | 4843658049 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Baltimore Pike | AddressLine1 |
| Address Line2 | PO Box 179 | AddressLine2 |
| City | LINCOLN UNIVERSITY | City |
| State | PA | State |
| ZIP Code | 19352 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| TERRI DEAN | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| CHARLES KEATES | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | 0 | |||
| ROBERT L ARCHIE | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DOYLE N BENEBY | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| WARREN R COLBERT SR | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DENNIS E COOK | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE TOM CORBETT | |||||||||
| Ex officio Trustee | 0 | X | 0 | 0 | 0 | ||||
| REVEREND CHARLES A COVERDALE | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| VERNON DAVIS | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| MATTHEW D DUPEE ESQ | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| BISHOP DAVID G EVANS | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| TAMMY EVANS COLQUITT | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| FRANK GIORDANO | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE LEVAN GORDON | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| KATHLEEN J BUTLER HAYES | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| LEONARD HILL ESQ | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| REV DR KEVIN R JOHNSON | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| JOHN JOHNSTON III | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| THE HONORABLE JOHN A LAWRENCE | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| SHARMON F LAWRENCE WILSON | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DR DONNA M LAWS | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HARRY LEWIS JR | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| KIMBERLY A LLOYD | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| GARY A MICHELSON | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| GREGORY P MONTANARO | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DONALD C NOTICE | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE CHERELLE PARKER | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE ROBERT F POWELSON | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| SHEILA L SAWYER | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DR GUY A SIMS | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DWIGHT S TAYLOR | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE W CURTIS THOMAS | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| HONORABLE RONALD J TOMALIS | |||||||||
| Ex officio Trustee | 0 | X | 0 | 0 | 0 | ||||
| KEVIN E VAUGHAN | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DEWAYNE WALKER | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| RICHARD A WHITE | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| DR ROBERT R JENNINGS | |||||||||
| President | 37.5 | 251960 | 0 | 34329 | X | ||||
| DR DEBBIE BULLOCK | |||||||||
| Interim VP - HR, Physical Plant, Public Safety | 37.5 | 96082 | 0 | 9608 | X | ||||
| DR KENOYE EKE | |||||||||
| VP Academic Affairs | 37.5 | 40156 | 0 | 4016 | X | ||||
| CHARLES GRADOWSKI | |||||||||
| VP Fiscal Affairs | 37.5 | 54686 | 0 | 5469 | X | ||||
| JAMES LEWIS | |||||||||
| Interim VP - Fiscal Affairs | 37.5 | 104611 | 0 | 10461 | X | ||||
| CHERYL THOMAS | |||||||||
| VP Institutional Advancement | 37.5 | 0 | 0 | 0 | X | ||||
| FREDERICK C WALTON | |||||||||
| Vice President for Student Affairs | 37.5 | 117047 | 0 | 11705 | X | ||||
| DR PATRICIA JOSEPH | |||||||||
| Dean College of Graduate Studies | 37.5 | 151772 | 0 | 19723 | X | ||||
| DR ROBERT MILLETTE | |||||||||
| Professor | 37.5 | 121631 | 0 | 12163 | X | ||||
| DR IVORY V NELSON | |||||||||
| Past President - Term Ending 12/31/11 | 0 | 151386 | 0 | 4454 | X | X | |||
| DR LINDA STINE | |||||||||
| Professor | 37.5 | 121538 | 0 | 12154 | X | ||||
| DR DERRICK SWINTON | |||||||||
| Department Chair and Professor | 37.5 | 131788 | 0 | 13179 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1342657 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137261 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| Thompson Hospitality | ||||||
| 505 Huntmar Park Dr | Suite 350 | Herndon | VA | 20170 | Food Service Provider | 3441539 |
| Aggrecco LLC | ||||||
| 2 Hawk Ct | Bridgeport | NJ | 08014 | Power Generation Rental | 454235 | |
| HM Casualty Insurance Company | ||||||
| PO Box 64430 | Pittsburgh | PA | 152644300 | Student Medical Insurance Provider | 417150 | |
| Ellucian | ||||||
| 4375 Fair Lakes Ct | Fairfax | VA | 22033 | Software and Consulting | 403900 | |
| Follett Higher Education Group | ||||||
| 1818 Swift Dr | Oak Brook | IL | 605239851 | Book Store Provider | 283047 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 38 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 5912 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 11163000 | GovernmentGrants |
| All Other Contributions | 3143384 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 14312296 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 22076071 | 22076071 | 0 | $0 |
| Room and Board | 611310 | 12478845 | 12408395 | 70450 | $0 |
| Contracts and Sponsored Activities | 611310 | 5289938 | 5289938 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39844854 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 332458 | TotalRevenueColumn |
| Related Or Exempt Function Income | 332458 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 143810 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5912 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 41633 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102177 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $102,177 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 716421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 716421 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 716421 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55308206 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40823283 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 70450 | UnrelatedBusinessRevenue |
| Exclusion | $102,177 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 811381 | Total |
| Program Services | 277992 | ProgramServices |
| Management And General | 305006 | ManagementAndGeneral |
| Fundraising | 228383 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23874289 | Total |
| Program Services | 19122611 | ProgramServices |
| Management And General | 4583077 | ManagementAndGeneral |
| Fundraising | 168601 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1966941 | Total |
| Program Services | 1457954 | ProgramServices |
| Management And General | 472196 | ManagementAndGeneral |
| Fundraising | 36791 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3622596 | Total |
| Program Services | 2692698 | ProgramServices |
| Management And General | 869390 | ManagementAndGeneral |
| Fundraising | 60508 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1923991 | Total |
| Program Services | 1517987 | ProgramServices |
| Management And General | 375870 | ManagementAndGeneral |
| Fundraising | 30134 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225028 | Total |
| Management And General | 225028 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85542 | Total |
| Management And General | 85542 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2691731 | Total |
| Program Services | 1776095 | ProgramServices |
| Management And General | 895688 | ManagementAndGeneral |
| Fundraising | 19948 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137249 | Total |
| Program Services | 136170 | ProgramServices |
| Management And General | 868 | ManagementAndGeneral |
| Fundraising | 211 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3084869 | Total |
| Program Services | 2080559 | ProgramServices |
| Management And General | 963445 | ManagementAndGeneral |
| Fundraising | 40865 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1065489 | Total |
| Program Services | 532744 | ProgramServices |
| Management And General | 532745 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6987607 | Total |
| Program Services | 4803670 | ProgramServices |
| Management And General | 2183611 | ManagementAndGeneral |
| Fundraising | 326 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778190 | Total |
| Program Services | 707618 | ProgramServices |
| Management And General | 50411 | ManagementAndGeneral |
| Fundraising | 20161 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40094 | Total |
| Program Services | 38265 | ProgramServices |
| Management And General | 1789 | ManagementAndGeneral |
| Fundraising | 40 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1830122 | Total |
| Program Services | 1830122 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4127253 | Total |
| Program Services | 4127253 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329175 | Total |
| Program Services | 329175 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Scholarships | 1409247 | 1409247 | 0 | 0 |
| Miscellaneous | 92045 | 65441 | 4054 | 22550 |
| Bad Debt Recovery | -188585 | -188585 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54894254 | Total |
| Program Services | 42717016 | ProgramServices |
| Management And General | 11548720 | ManagementAndGeneral |
| Fundraising | 628518 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15849865 | BOY |
| EOY | 5454939 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2989252 | BOY |
| EOY | 3400389 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569919 | BOY |
| EOY | 1409899 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1118614 | BOY |
| EOY | 951773 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204418 | BOY |
| EOY | 204981 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68714 | BOY |
| EOY | 24327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 323707994 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 76829845 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197583576 | BOY |
| EOY | 246878149 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26080059 | BOY |
| EOY | 40336081 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2674280 | BOY |
| EOY | 2671782 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1776425 | BOY |
| EOY | 1782628 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248915122 | BOY |
| EOY | 303114948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4925044 | BOY |
| EOY | 4773872 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102881 | BOY |
| EOY | 141252 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27961649 | BOY |
| EOY | 27517831 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 29583 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10595187 | BOY |
| EOY | 9882665 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43584761 | BOY |
| EOY | 42345203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39737529 | BOY |
| EOY | 38895849 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152046168 | BOY |
| EOY | 208292187 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13546664 | BOY |
| EOY | 13581709 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205330361 | BOY |
| EOY | 260769745 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248915122 | BOY |
| EOY | 303114948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 413952 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 0 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 55025432 | 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 D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25901583 | BeginningOfYearBalance |
| Contributions | 48559 | Contributions |
| Investment Earnings Or Losses | 3802156 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 568000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 85992 | AdministrativeExpenses |
| End Of Year Balance | 29098306 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33879181 | BeginningOfYearBalance |
| Contributions | 239384 | Contributions |
| Investment Earnings Or Losses | 3177736 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 647160 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 88661 | AdministrativeExpenses |
| End Of Year Balance | 36560480 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29192426 | BeginningOfYearBalance |
| Contributions | 194262 | Contributions |
| Investment Earnings Or Losses | 5021052 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 434000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 94559 | AdministrativeExpenses |
| End Of Year Balance | 33879181 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26670985 | BeginningOfYearBalance |
| Contributions | 258086 | Contributions |
| Investment Earnings Or Losses | 2876286 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 551000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 61931 | AdministrativeExpenses |
| End Of Year Balance | 29192426 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31901542 | BeginningOfYearBalance |
| Contributions | 249873 | Contributions |
| Investment Earnings Or Losses | -4869224 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 555000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 56206 | AdministrativeExpenses |
| End Of Year Balance | 26670985 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.103 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.457 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 906161 | OtherCostOrOtherBasis |
| Book Value | 906161 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 73471606 | OtherCostOrOtherBasis |
| Depreciation | 28268251 | Depreciation |
| Book Value | 45203355 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 229712289 | OtherCostOrOtherBasis |
| Depreciation | 33751933 | Depreciation |
| Book Value | 195960356 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 19617938 | OtherCostOrOtherBasis |
| Depreciation | 14809661 | Depreciation |
| Book Value | 4808277 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 246878149 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 40336081 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 40336081 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Security Deposits | $457,726 |
| Bonds Payable 2004B | $6,925,000 |
| Asset Retirement Obligation | $1,416,000 |
| Government Advances to Students | $1,083,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9882665 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 118295946 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3589957 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 59397783 | OtherRevenues |
| Revenue Not Rptd F990 | 62987740 | RevenueNotRptdF990 |
| Revenue Subtotal | 55308206 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 55308206 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62856562 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 7962308 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7962308 | ExpensesNotRptdF990 |
| Expenses Subtotal | 54894254 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 54894254 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | The University maintains collections of art and literature. The collections, which were acquired through purchases and contributions sine the organizations inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed items are not reflected on the financial statements. Proceeds from the deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. The organizations collections are made up of artifacts of historical significance, scientific specimens and art objects that are held for educational, research, scientific and curatorial purposes. Each of the items is catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sales to be used to acquire other items for collections. |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The organizations collections are made up of artifacts of historical significance, scientific specimens and art objects that are held for educational, research, scientific and curatorial purposes. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Primarily scholarships for undergraduate students attending the University. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | State Contributions for Capital Projects not included on Part VIII Line 12 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Total Expenses shown of Form 990 Part 1 Line 18 do not include $7,952,967 depreciation of state contributed assets and $9,341 contributions endowment |
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 |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University's racial nondiscriminatory policy is publicized in the student handbook and is highlighted in its media advertisements. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | As a state-related university, the organization receives legislated direct financial assistance from the Commonwealth of Pennsylvania. In addition, the University's students receive state and federal aid that is paid to the University for tuition and related expenses. Student financial aid is in the form of federal Pell, SEOG, ACG and other grants, Commonwealth grants and various federal loans. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Lion Awards Program | NameOfEvent1 |
| Gross Receipts Event1 | 149722 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5912 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 143810 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 5000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22791 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5422 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8420 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 149722 | GrossReceiptsTotal |
| Charitable Contributions Total | 5912 | CharitableContributionsTotal |
| Gross Revenue Total Events | 143810 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22791 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5422 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8420 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 41633 | DirectExpenseSummaryEvents |
| Net Income Summary | 102177 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT R JENNINGS | ||||||||||||||
| President | 251960 | 0 | 0 | 0 | 0 | 0 | 25200 | 0 | 24129 | 0 | 301289 | 0 | 0 | 0 |
| DR IVORY V NELSON | ||||||||||||||
| Past President - Term Ending 12/31/11 | 151386 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4454 | 0 | 155840 | 0 | 0 | 0 |
| DR PATRICIA JOSEPH | ||||||||||||||
| Dean College of Graduate Studies | 151772 | 0 | 0 | 0 | 0 | 0 | 15228 | 0 | 4495 | 0 | 171495 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The President is required by contract to reside on campus. The President's residence is also used for various University and Board of Trustee functions. The University provides for premises housekeeping and maintenance. University policy allows for very limited travel expenses for companions. All presidential travel and other expenses are reviewed yearly by the Audit Committee of the Board of Trustees. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Employement of the President is initiated by the Board of Trustees. The Evaluation Committee of the Board reviews the President's performance and compensation and reports to the full Board. The Committee recommends any adjustment to the President's compensation through a resolution that the full Board discusses and votes on. All Board Resolutions are public information and are posted on the University's web page. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pennsylvania Economic Development Financing Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 70869PDP9 | CUSIPNumber |
| Date Issued | 2004-06-10 | DateIssued |
| Issue Price | 40140000 | IssuePrice |
| Description Of Purpose | Contruct/Equip 400 bed residence hall, oth cap project, pay capital | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 0 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 1 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P04_S00_L02c | Identifier |
| Return Reference | Schedule K, Part IV, Line 2c | ReturnReference |
| Explanation | A rebate calculation was performed and no rebate was due. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The Commonwealth of Pennsylvania appoints the following voting board members: The Governer appoints five members including him or herself: The Senate appoints four members and the House of Representatives appoints four members. The University Alumni Association also nominates six board members. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Form 990 is provided electronically to the full board prior to filing. The form 990 is also posted on the University's website. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Audit Committee monitors and tracks compliance with the University's By-Laws Conflict of Interest Statement. The issuance and collection of the yearly statements is coordinated through the University's Internal Audit Department which reports to the Committee. The chair of the board and the chair of the audit committee are provided with copies of all statements. Enforcement of policy and oversight of any reported conflicts are adjudicated by the two chairs. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The board sets and approves the President's compensation. All other employees compensation is administered by the University's Human Resources Department through the University's budget process. The Board and various Board Committees are provided the University's yearly operating and capital budget details, which are reviewed and approved by a Board Resolution. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The University posts the following governing documents on its public web page: University By-Laws, University Policies, all passed Board of Trustees Resolutions, Board of Trustees meeting minutes, a listing of Board members and committee assignments, a listing of the twenty five highest paid employees, the Minutes of the Presidents cabinet meetings, and the University's form 990. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Non operating items not included in Schedule VIII and IX are: State contributions for capital projects $59,397,783. Endowment contributions ($9,341), Realized and unrealized loss $3,589,957, and depreciation of state contributed assets ($7,952,967.) |