MERCYHURST UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MERCYHURST UNIVERSITY (EIN 25-0965430)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2014-12-19
IRS object ID: 201423579349300737
Schema version: 2012v2.0
Note: A later return for the same period supersedes this one.
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-12-19T09:35:42-07:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	250965430	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MERCYHURST UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MERC	NameControl
Phone	8148242000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	501 East 38th Street	AddressLine1
City	Erie	City
State	PA	State
ZIP Code	165460001	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Jane M Kelsey	Name
Title	Vice Pres for Finance and Treasurer	Title
Phone	8148242038	Phone
Date Signed	2014-04-15	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)
Amended Return	X	AmendedReturn
Name Of Principal Officer Person	Jane M Kelsey	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	501 East 38th Street	AddressLine1
City	Erie	City
State	PA	State
ZIP Code	16546	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	139335636	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.mercyhurst.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1926	YearFormation
State Legal Domicile	PA	StateLegalDomicile
Activity Or Mission Description	Mercyhurst University is a fully accredited, four-year, Catholic comprehensive institution founded by the Sisters of Mercy in 1926. The Erie (Pa.) campus offers 66 undergraduate majors with 51 minors and 57 concentrations, as well as unique adult programs and 10 graduate programs. In addition, the institution maintains one- and two-year programs at Mercyhurst North East (North East, Pa.) and three satellite campuses-Mercyhurst West (Girard, Pa.), Mercyhurst Corry (Corry, Pa.) and Mercyhurst at Booker T Washington (Erie).	ActivityOrMissionDescription
Nbr Voting Members Governing Body	31	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	25	NbrIndependentVotingMembers
Total Nbr Employees	2652	TotalNbrEmployees
Total Nbr Volunteers	250	TotalNbrVolunteers
Total Gross UBI	100999	TotalGrossUBI
Net Unrelated Business Txbl Income	85887	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	11945622	ContributionsGrantsPriorYear
Contributions Grants Current Year	10440167	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	116590390	ProgramServiceRevenuePriorYear
Program Service Revenue CY	121496006	ProgramServiceRevenueCY
Investment Income Prior Year	865801	InvestmentIncomePriorYear
Investment Income Current Year	1839831	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-123555	OtherRevenuePriorYear
Other Revenue Current Year	77627	OtherRevenueCurrentYear
Total Revenue Prior Year	129278258	TotalRevenuePriorYear
Total Revenue Current Year	133853631	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	43639119	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	46453647	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	40319437	SalariesEtcPriorYear
Salaries Etc Current Year	42835569	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	821268	TotalFundrsngExpCurrentYear
Other Expense Prior Year	39537673	OtherExpensePriorYear
Other Expenses Current Year	41614935	OtherExpensesCurrentYear
Total Expenses Prior Year	123496229	TotalExpensesPriorYear
Total Expenses Current Year	130904151	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	5782029	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2949480	RevenuesLessExpensesCY
Total Assets BOY	148968837	TotalAssetsBOY
Total Assets EOY	152225154	TotalAssetsEOY
Total Liabilities BOY	54053486	TotalLiabilitiesBOY
Total Liabilities EOY	51055048	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	94915351	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	101170106	NetAssetsOrFundBalancesEOY
Mission Description	Consistent with its Catholic identity and Mercy heritage, Mercyhurst University educates women and men in a culture where faith and reason flourish together, where the beauty and power of the liberal arts combine with an appreciation for the dignity of work and a commitment to serving others. Confident in the strength of its student-faculty bonds, the University community is inspired by the image of students whose choices, in life and work, will enable them to realize the human and spiritual values embedded in everyday realities and to exercise leadership in service toward a just world.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	69459039	Expense
Grants	39521433	Grants
Revenue	96504970	Revenue
Description	During the 2012-13 academic year there were 4,323 students enrolled in undergraduate, graduate, and associate degree programs on two campuses, Main (3,122) and North East (1,175), and at three separate learning centers, Corry (11), BTW (14), and West (26). The student population was comprised of 3,453 full-time and 538 part-time undergraduate students along with 211 full-time and 121 part-time graduate students. 1,068 total degrees were conferred in the following categories; Baccalaureate 549, Associate 280, Masters 116, Post-baccalaureate 24, and certificate 99. There are a total of 202 full-time and 115 part-time faculty and an offering of 10 graduate programs, 66 undergraduate majors with 51 minors and 57 concentrations on the Main campus,18 associate degree programs on the North East campus and 2 associate degree programs at the University's three educational learning centers. Additionally, 13 advanced certificate programs and 15 graduate certificate programs.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	14371803	Expense
Grants	0	Grants
Revenue	22954640	Revenue
Description	Auxiliary services includes student housing, foodservice, the university bookstore and the university's conference center on the Main and North East campuses. The total student population in university housing was 1,988 on the Main campus and 295 on the North East campus for the 2012-13 fiscal year. 2,469 students had paid meal plans while many other students and employees dine in university facilities on a pay-as-you-go basis. The university maintains a bookstore on the Main campus as well as the North East campus. The university has conference center facilities at both campuses and regularly hosts outside groups and organizations.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	14334269	Expense
Grants	6828164	Grants
Revenue	699728	Revenue
Description	Mercyhurst University has 642 student-athletes making up 24 athletic teams, 12 women and 12 men, competing at both the NCAA Division I (Men's and Women's Hockey) and Division II levels. These teams are members of six different athletic conferences, with the preponderance of sports being affiliated with the Pennsylvania State Athletic Conference. The athletic department is also supported by athletic administration, athletic training, the recreational training facility and the department of sports information. The athletic department is comprised of 11 full-time head coaches and 13 part-time head coaches along with 11 full-time and 27 part-time assistant coaches. Athletic administration and support includes another 75 full- and part-time and student employees and the department also utilizes over 40 volunteers. The North East campus sponsors another 15 sports teams, 8 men and 7 women, and are members of the National Junior College Athletic Association. North East athletics includes another 210 student athletes along with 9 full-time coaches and 12 part-time coaches/graduate assistants, 3 full-time administrative personnel and 5 volunteers.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	23131181	Expense
Grants	104050	Grants
Revenue	904451	Revenue
Description	All other program related activities.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	23131181	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	104050	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	904451	TotalOfOtherProgramServiceRev
Total Program Service Expense	121296292	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	1	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	1	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	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	159	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	2652	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	EI	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	31	NbrVotingGoverningBodyMembers
Number Independent Voting Members	25	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	0	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	David O Hewett CPA	NamePerson
Telephone Number	8148242276	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	501 East 38th Street	AddressLine1
City	Erie	City
State	PA	State
ZIP Code	165460001	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (41 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
Bader RSM Sister Mary Ann
Board of Trustees	1	0	X	0	0	0
Belfiore Phillip J
Chair, University Council	45	0	X	148436	0	27813
Cavanaugh Terrence W
Board of Trustees	1	0	X	0	0	0
Courneen RSM JoAnne
Vice Chair of Board	2	0	X	0	0	0
Dahlkemper Mary Ellen
Asst Board Secretary	2	0	X	0	0	0
Dillehay PhD Thomas D
Board of Trustees	1	0	X	0	0	0
Dobbs PhD Vernon D
Board of Trustees	1	0	X	0	0	0
Durkin Esq Rosemary
Board of Trustees	2	0	X	0	0	0
Duska RSM Mary Felice
Board of Trustees	1	0	X	0	0	0
Federici Michael P
President, Faculty Senate	45	0	X	94272	0	25759
Gerety RSM PhD Jane
Board of Trustees	1	0	X	0	0	0
Hess Meghan E
President, Mercyhurst Student Government	1	0	X	0	0	0
Jeffress MD Andrea T
Board of Trustees	1	0	X	0	0	0
Knight Charles G
Board of Trustees	2	0	X	0	0	0
Lanzillo Esq Richard A
Vice Chair of Board	2	0	X	0	0	0
Lewis William G
Board of Trustees	1	0	X	0	0	0
Mazza Robert
Board of Trustees	1	0	X	0	0	0
McCormick Owen J
Second Assistant Board Secretary	2	0	X	0	0	0
McDonald Desmond J
Board of Trustees	1	0	X	0	0	0
Miller Robert S
Board Secretary	2	0	X	0	0	0
Molloy Richard
President, Mercyhurst Student Government	1	0	X	0	0	0
Monsalve Marco A
Board of Trustees	1	0	X	0	0	0
Mosco Marlene D
Chair of the Board	2	0	X	0	0	0
NeCastro Joseph G
Board of Trustees	1	0	X	0	0	0
Robaszkiewicz Matthew J
President, Mercyhurst Alumni Assoc.	2	0	X	0	0	0
Rohm Kathleen
Board of Trustees	2	0	X	0	0	0
Ryan M Ellen H
Board of Trustees	1	0	X	0	0	0
Schimscheiner RSM Mary Ann
Board of Trustees	1	0	X	0	0	0
Sennett Esq William C
Board of Trustees	2	0	X	0	0	0
Victor Frank B
Board of Trustees	1	0	X	0	0	0
Weschler Patrick J
Board of Trustees	1	0	X	0	0	0
Brown Dr Gary M
VP Chief Financial Officer	45	0		176918	0	34329	X
Gamble PhD Thomas J
President & Board	45	0		307326	0	40658	X
Kelsey Jane M
VP Finance/Treasurer	45	0		115630	0	21885	X
Lieb James F
Assistant Treasurer	45	0		84350	0	23724	X
Adovasio James M PhD
Provost	45	0		241656	0	44717		X
Dausey David
Chair, Department of Public Health	45	0		143090	0	14783			X
Livingston Dr David J
VP Advancement	45	0		138073	0	25491			X
Pond Floyd
Deputy Director, HIDTA	45	0		132075	0	6323			X
Wheaton Kristan J
Associate Professor of Intelligence Studies	45	0		137149	0	3583			X
Zirkle Kenneth
Chief Operating Officer, Mercyhurst North East	45	0		124038	0	3407			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1843013	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	272472	TotalOtherCompensation
Number Individuals GT100 K	19	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2
Crowther Construction
125 Allison Road	Seneca	PA	16346	Construction Contractor	744430
BKD LLP
312 Walnut Street	Cincinnati	OH	45201	Accounting and Auditing	114415	Suite 3000 PO Box 5367

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	8914016	GovernmentGrants
All Other Contributions	1526151	AllOtherContributions
Noncash Contributions	46630	NoncashContributions
Total Contributions	10440167	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Tuition & Fees	611310	96504970	96504970	$0
Auxiliary Services	611310	22954640	22954640	$0
Government Grants & Contracts	611310	1200543	1200543	$0
Other Educational Related	611310	364638	364638	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	471215	TotalRevenueColumn
Related Or Exempt Function Income	452991	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	18224	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	121496006	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	887161	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	76	UnrelatedBusinessRevenue
Exclusion	$887,085	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

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	17400	Real
Personal	196616	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real
Personal	304260	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	17400	Real
Personal	-107644	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-90244	TotalRevenueColumn
Related Or Exempt Function Income	-190343	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	82699	UnrelatedBusinessRevenue
Exclusion	$17,400	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	5981202	Securities
Other	65300	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	4915252	Securities
Other	178580	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1065950	Securities
Other	-113280	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	952670	TotalRevenueColumn
Related Or Exempt Function Income	-113280	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,065,950	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	248470	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	82226	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	166244	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$166,244	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	3314	GrossIncomeGaming
Gaming Direct Expenses	1687	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	1627	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,627	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	133853631	TotalRevenueColumn
Related Or Exempt Function Income	121174159	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	100999	UnrelatedBusinessRevenue
Exclusion	$2,138,306	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	104050	Total
Program Services	104050	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	46349597	Total
Program Services	46349597	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1542442	Total
Program Services	615766	ProgramServices
Management And General	798610	ManagementAndGeneral
Fundraising	128066	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	31622067	Total
Program Services	28858574	ProgramServices
Management And General	2446578	ManagementAndGeneral
Fundraising	316915	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1409242	Total
Program Services	1288633	ProgramServices
Management And General	106632	ManagementAndGeneral
Fundraising	13977	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6009303	Total
Program Services	5323785	ProgramServices
Management And General	614171	ManagementAndGeneral
Fundraising	71347	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2252515	Total
Program Services	2160085	ProgramServices
Management And General	87134	ManagementAndGeneral
Fundraising	5296	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	134481	Total
Program Services	11498	ProgramServices
Management And General	122983	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	123421	Total
Program Services	10900	ProgramServices
Management And General	112521	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	121702	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	121702	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	82831	Total
Program Services	0	ProgramServices
Management And General	82831	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	9052690	Total
Program Services	8234778	ProgramServices
Management And General	809705	ManagementAndGeneral
Fundraising	8207	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	579010	Total
Program Services	207289	ProgramServices
Management And General	370683	ManagementAndGeneral
Fundraising	1038	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	4338824	Total
Program Services	3566673	ProgramServices
Management And General	738499	ManagementAndGeneral
Fundraising	33652	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	3357331	Total
Program Services	1774632	ProgramServices
Management And General	1575206	ManagementAndGeneral
Fundraising	7493	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4575136	Total
Program Services	4118190	ProgramServices
Management And General	403614	ManagementAndGeneral
Fundraising	53332	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2230776	Total
Program Services	2140585	ProgramServices
Management And General	85371	ManagementAndGeneral
Fundraising	4820	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1287046	Total
Program Services	993636	ProgramServices
Management And General	243941	ManagementAndGeneral
Fundraising	49469	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	1851563	Total
Program Services	1851563	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4516121	Total
Program Services	4516121	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	817801	Total
Program Services	735941	ProgramServices
Management And General	81860	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
Cost of Sales - Dining Bookstore & Productions	7002049	7002049	0
Recruiting	408736	408728	8
Athletic Team Expenses	314927	314927	0
Bad Debt Write-offs & Collection fees	279137	279137	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	541353	Total
Program Services	429155	ProgramServices
Management And General	106252	ManagementAndGeneral
Fundraising	5946	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	130904151	Total
Program Services	121296292	ProgramServices
Management And General	8786591	ManagementAndGeneral
Fundraising	821268	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	14956298	BOY
EOY	12692331	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	4520535	BOY
EOY	3633563	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1082625	BOY
EOY	780954	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	2386886	BOY
EOY	2396320	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	505163	BOY
EOY	425708	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	230353	BOY
EOY	185125	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	161563916	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	62544717	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	97063932	BOY
EOY	99019199	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	24523554	BOY
EOY	29430825	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	488063	BOY
EOY	444512	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3211428	BOY
EOY	3216617	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	148968837	BOY
EOY	152225154	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7330406	BOY
EOY	6971313	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	311021	BOY
EOY	360633	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	41215000	BOY
EOY	38775000	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	1330435	BOY
EOY	1314079	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	3866624	BOY
EOY	3634023	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	54053486	BOY
EOY	51055048	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	72935718	BOY
EOY	79869072	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5134156	BOY
EOY	4134085	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	16845477	BOY
EOY	17166949	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	94915351	BOY
EOY	101170106	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	148968837	BOY
EOY	152225154	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	2949480	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	3305275	ReconciliationUnrealizedInvest
Reconcilation Donated Services	0	ReconcilationDonatedServices
Reconcilation Invest Expenses	0	ReconcilationInvestExpenses
Reconcilation Prior Adjustment	0	ReconcilationPriorAdjustment
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	121702	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	121702	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	121344612	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	121466314	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	120115	CurrentYearMinus3
Current Year Minus2	110527	CurrentYearMinus2
Current Year Minus1	120806	CurrentYearMinus1
Current Year	121702	CurrentYear
Total	473150	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	0	CurrentYearMinus3
Current Year Minus2	0	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	0	CurrentYear
Total	0	Total

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Of Natural Habitat	X	ProtectionOfNaturalHabitat
Total Number Of Easements	1	TotalNumberOfEasements
Total Acreage	17	TotalAcreage
Nmbr Hist Struct Easements	0	NmbrHistStructEasements
Nmbr Hist Struct Easements After	0	NmbrHistStructEasementsAfter
Nmbr Easements Modified	0	NmbrEasementsModified
Nmbr States In Which Easements Held	1	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	0	WrittenPolicyMonitoring
Staff Hours Spent On Enforcement	0	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	0	ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied	1	Sect170hRequirementsSatisfied

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	25015609	BeginningOfYearBalance
Contributions	321672	Contributions
Investment Earnings Or Losses	3880893	InvestmentEarningsOrLosses
Grants Or Scholarships	963524	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	28254650	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	27270132	BeginningOfYearBalance
Contributions	261235	Contributions
Investment Earnings Or Losses	-1496073	InvestmentEarningsOrLosses
Grants Or Scholarships	1019685	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	25015609	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	23339566	BeginningOfYearBalance
Contributions	1347239	Contributions
Investment Earnings Or Losses	3813531	InvestmentEarningsOrLosses
Grants Or Scholarships	1230204	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	27270132	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	20516420	BeginningOfYearBalance
Contributions	1489162	Contributions
Investment Earnings Or Losses	2239005	InvestmentEarningsOrLosses
Grants Or Scholarships	905021	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	23339566	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24882542	BeginningOfYearBalance
Contributions	908156	Contributions
Investment Earnings Or Losses	-4354067	InvestmentEarningsOrLosses
Grants Or Scholarships	920211	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	20516420	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.2898	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.6076	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.1026	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	422168	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	3934567	OtherCostOrOtherBasis
Book Value	4356735	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	116841739	OtherCostOrOtherBasis
Depreciation	37197929	Depreciation
Book Value	79643810	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	5083	OtherCostOrOtherBasis
Depreciation	5083	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	24965143	OtherCostOrOtherBasis
Depreciation	21245542	Depreciation
Book Value	3719601	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	15395216	OtherCostOrOtherBasis
Depreciation	4096163	Depreciation
Book Value	11299053	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	99019199	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Federal Government Advances for Student Loans	$2,264,652
Student Deposits	$1,324,483
Trusts Payable	$44,888

Field	Value	IRS element (for citing)
Total Of Amounts	3634023	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	92301669	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	3305275	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	1557	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	800441	OtherRevenues
Revenue Not Rptd F990	4107273	RevenueNotRptdF990
Revenue Subtotal	88194396	RevenueSubtotal
Investment Expenses Not Included	76402	InvestmentExpensesNotIncluded
Other Revenues Not Included	45582833	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	45659235	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	133853631	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	86046914	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	1557	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	800441	OtherExpensesIncluded
Expenses Not Rptd F990	801998	ExpensesNotRptdF990
Expenses Subtotal	85244916	ExpensesSubtotal
Investment Expenses Not Included2	76402	InvestmentExpensesNotIncluded2
Other Expenses Not Included	45582833	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	45659235	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	130904151	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P02_S00_L09	Schedule D, Part II, Line 9	The University does not derive any revenue from this agreement beyond the original $1 it received in entering into the agreement. As stated in question 7 above, there are no expenses exclusively or directly related to the easement agreement. Being that the 16.89 acres of the easement was part of the land purchased by the University, the fair market value of the easement is included on the University's books and financial statements as property, plant and equipment. There is not a separate footnote in the University financial statements addressing the easement agreement.
SchD_P03_S00_L01	Schedule D, Part III, Line 1	Collections of works of art, historical treasures and similar assets are not capitalized in as much as the items are preserved and cared for continuously. Contributions of collection items are not reported in the financial statements. The University's collections consist primarily of paintings, sculptures, and other works of art, books, and antique furniture.
SchD_P03_S00_L04	Schedule D, Part III, Line 4	The observance and study of works of art and historical treasures are part of the educational curriculum in many disciplines. The University maintains a collection to further and enhance the educational experience in these disciplines, which is the primary reason for the University's exempt purpose.
SchD_P05_S00_L04	Schedule D, Part V, Line 4	The University's endowment consists of individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (board-designated endowment funds). Many of the individual funds established provide scholarships to students. Several other endowments support academic programs, the library, the performing arts center and other areas of the University.
SchD_P11_S00_L02d	Schedule D, Part XI, Line 2d	Schedule D, Part XII, Line 2d - This line includes amounts expended for plant facilities (187,558) which are neither revenue nor expense to the University. Various items that are recorded as part of net revenues on Schedule VIII; Rental expenses (304,260), Fundraising expenses (81,726), Gaming expenses (1,687) Donated items (46,630), and Net Loss on the Disposition of Assets (178,580).
SchD_P11_S00_L04b	Schedule D, Part XI, Line 4b	Financial assistance awarded to students of the institution which is recorded as a contra-revenue in the audited financial statements as well as some revenue items that were previously net against expenses.
SchD_P12_S00_L02d	Schedule D, Part XII, Line 2d	Schedule D, Part XIII, Line 2d - This line includes amounts expended for plant facilities (187,558) which are neither revenue nor expense to the University. Various items that are recorded as part of net revenues on Schedule VIII; Rental expenses (304,260), Fundraising expenses (81,726), Gaming expenses (1,687) Donated items (46,630), and Net Loss on the Disposition of Assets (178,580).
SchD_P12_S00_L04b	Schedule D, Part XII, Line 4b	Financial assistance awarded to students of the institution which is recorded as a contra-revenue in the audited financial statements as well as some revenue items that were previously net against expenses.

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 practice is to print our racial nondiscrimination policy in all publications directed toward students, prospective students, and parents. The policy is also referred to in radio, television, and print advertising as well as being fully disclosed on the University's website.
SchE_P01_S00_L06	Schedule E, Part I, Line 6	The University receives an Institutional Assistance Grant from the Pennsylvania Higher Education Assistance Agency (PHEAA). This aid is determined by the number of Pennsylvania state grant recipients enrolled at the University during the current academic year.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
Central America and the Caribbean	0	2	Program Services	Student recruiting.	11410
Central America and the Caribbean	0	1	Program Services	Research trip in Mexico.	2871
East Asia and the Pacific	0	0	Program Services	Student recruiting.	13713
East Asia and the Pacific	0	4	Program Services	Study abroad and FSAT event in China.	25003
Europe (including Iceland and Greenland)	1	0	Program Services	Operation of satellite campus - Mercyhurst College Ireland.	271027
Europe (including Iceland and Greenland)	0	4	Program Services	Study abroad and FSAT events in both Ireland and Greece.	218973
Europe (including Iceland and Greenland)	0	0	Program Services	Student recruiting.	8398
Europe (including Iceland and Greenland)	0	0	Program Services	Student trips.	4620
Europe (including Iceland and Greenland)	0	0	Fundraising	Alumni travel and trips.	24030
Europe (including Iceland and Greenland)	0	0	Speaking at Seminars or Conferences	Intelligence studies forums and seminars.	39977
North America (including Canada and Mexico, but not the United States)	0	0	Program Services	Student recruiting.	16845
South America	0	0	Fundraising	Alumni travel and trips.	21696
South Asia	0	0	Program Services	Student recruiting.	19940

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	11	TotalNumberOfEmployees
Total Amount Spent	678503	TotalAmountSpent
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	SchF_P01_S00_L02	Identifier
Return Reference	Schedule F, Part I, Line 2	ReturnReference
Explanation	The insignificant amount of assistance was provided to a Sister of the Holy Family Congregation in Liberia. She attended Mercyhurst and is an alumni. Her appeal to the University was believed to be in alignment with our mission at Mercyhust and we were happy to help her futher her mission work in her native country. There were no specific criteria or assessments in selecting her for funding nor was there any anticipation of monitoring or follow up with respect to funds provided.	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	WH Beef n Beatles	NameOfEvent1
Gross Receipts Event1	21265	GrossReceiptsEvent1
Charitable Contributions Event1	1375	CharitableContributionsEvent1
Gross Revenue Event1	19890	GrossRevenueEvent1
Cash Prizes Event1	650	CashPrizesEvent1
Non Cash Prizes Event1	6906	NonCashPrizesEvent1
Rent Facility Costs Event1	0	RentFacilityCostsEvent1
Food And Beverage Event1	2430	FoodAndBeverageEvent1
Entertainment Event1	550	EntertainmentEvent1
Other Direct Expenses Event1	85	OtherDirectExpensesEvent1
Name Of Event2	Football Kickoff Classic	NameOfEvent2
Gross Receipts Event2	13997	GrossReceiptsEvent2
Charitable Contributions Event2	0	CharitableContributionsEvent2
Gross Revenue Event2	13997	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	926	NonCashPrizesEvent2
Rent Facility Costs Event2	3000	RentFacilityCostsEvent2
Food And Beverage Event2	4542	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	1197	OtherDirectExpensesEvent2
Total Number Of Other Events	5	TotalNumberOfOtherEvents
Gross Receipts Other Events	55159	GrossReceiptsOtherEvents
Charitable Contrib Other Events	100	CharitableContribOtherEvents
Gross Revenue Other Events	55059	GrossRevenueOtherEvents
Cash Prizes Other Events	0	CashPrizesOtherEvents
Non Cash Prizes Other Events	11426	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	3787	RentFacilityCostsOtherEvents
Food And Beverage Other Events	4136	FoodAndBeverageOtherEvents
Entertainment Other Events	5078	EntertainmentOtherEvents
Other Direct Expenses Other Events	13322	OtherDirectExpensesOtherEvents
Gross Receipts Total	90421	GrossReceiptsTotal
Charitable Contributions Total	1475	CharitableContributionsTotal
Gross Revenue Total Events	88946	GrossRevenueTotalEvents
Cash Prizes Total Events	650	CashPrizesTotalEvents
Non Cash Prizes Total Events	19258	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	6787	RentFacilityCostsTotalEvents
Food And Beverage Total Events	11108	FoodAndBeverageTotalEvents
Entertainment Total Events	5628	EntertainmentTotalEvents
Other Direct Expenses Total Events	14604	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	58035	DirectExpenseSummaryEvents
Net Income Summary	30911	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
Greater Erie Habitat for Humanity
123 Main Street	Erie	PA	16509	250606631	501(c)(3)	40250	0	Cash	NA	Donation to help build a house in support of the local Erie community.
Erie Community Foundation
459 West 6th Street	Erie	PA	16507	256032032	501(c)(?)	17550	0	Cash	NA	To fund various projects and initiatives in the Erie community.
North East Community Foundation
459 West Sixth Street	Erie	PA	16507	251650208	501(c)(3)	14000	0	Cash	NA	To fund various projects and initiatives in the North East community.

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	32	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	25	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	University funded financial assistance based on need and merit provided to students attending Mercyhurst University.	TypeOfGrant
Number Of Recipients	4475	NumberOfRecipients
Amount Of Cash Grant	46452214	AmountOfCashGrant
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance
Method Of Valuation	Cash	MethodOfValuation
Description Of Non Cash Assistance	NA	DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	SchI_P01_S00_L02	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	Every student who receives financial aid from the University must complete an annual Free Application for Federal Student Aid (FAFSA) form and make satisfactory academic progress in order to retain their aid. Reviews are also conducted on each student to ensure that their grades, academic standing, and major continue to qualify them for the financial aid. These review processes are conducted annually at the end of the University's spring term, prior to the renewal of financial aid packages for the students.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Discretionary Spending Account	X	DiscretionarySpendingAccount
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	0	SubstantiationRequired
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
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	1	AnyNonFixedPayments
Initial Contract Exception	0	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
Gamble PhD Thomas J
President & Board	307326	0	0	0	3435	0	20677	0	16533	0	347971	0	0	0
Adovasio James M PhD
Provost	241656	0	0	0	9853	0	22300	0	9415	0	283224	0	0	0
Brown Dr Gary M
VP Chief Financial Officer	176918	0	0	0	0	0	17146	0	17183	0	211247	0	0	0
Belfiore Phillip J
Chair, University Council	148436	0	0	0	822	0	12208	0	14783	0	176249	0	0	0
Livingston Dr David J
VP Advancement	138073	0	0	0	343	0	10365	0	14783	0	163564	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	Line 1a - (1) First Class or Charter Travel - the President and the Provost are permitted to fly first class while certain other VPs are permitted if the trip is either cross country or international in nature. To the extent the spouse of an employee permitted to fly first class is required to accompany them on a particular trip, these privileges extend to the spouse. The University did not use any charter travel during the reporting period. (2)(3) Travel for Companions and Gross-up Payments - the President is permitted to take his wife on certain trips that are pre-approved by the Chair of the Board of Trustees. All costs associated with the travel of the President's wife, including the gross up of those expenses, are treated as compensation to the President on Form W-2. The Provost and certain other Vice Presidents who are involved in fund raising and entertainment events are occasionally permitted to take their spouses or companions on such trips. (4) Discretionary Spending - the President, the Provost and certain other Vice Presidents incurred certain travel expenses and did not meet the accountable plan rules. These amounts have been reported as compensation to these individuals.
SchJ_P01_S00_L03	Schedule J, Part I, Line 3	The Mercyhurst University Board of Trustees follows the recommendation of the Association of Governing Boards of Universities and universities when dealing with presidential compensation and therefore, adheres to best practices established. The process/policy for setting presidential compensation at Mercyhurst University is: Step #1: During the late summer, the Chair of the Board requests the President to provide a list of goals and objectives for the institution and for the office of the president for the forthcoming year. This document is reviewed by the Executive Committee and presented to the full board at its fall meeting for consensus. It provides the baseline used in evaluating the performance of the president 10 to 12 months later. This request is followed up in April by a second request of the Chair of the Board to the President to prepare a report that assesses progress on each of the annual and standing objectives presented in the summer/fall report. Step #2: At Mercyhurst University, the Executive Committee of the Board of Trustees is responsible for the compensation-setting function of the President. The Executive Committee is chaired by the Chair of the Board of Trustees. This 14-member committee is composed of the officers, immediate past chair of the board, and the chairs of the standing committees of the board. The President of the University also sits on the Executive Committee except in such matters. Step #3: To assist the full Executive Committee in determining compensation for the president, a subcommittee from within the Executive Committee is charged with the responsibility of assessing the president's performance as measured against the earlier agreed upon goals from Step #1. This subcommittee is also chaired by the Chair of the Board. Other members of this subcommittee include a vice-chair of the board and the chair of the Committee on Budget and Finance. Based on this subcommittee's in-depth evaluation of the President's performance during the preceding year and its research of comparative information for compensation of leaders of similar and regionally competitive institutions, a recommendation on presidential salary compensation is made to the full Executive Committee for discussion, changes, and finally to vote on approval. Step #4: The Chair of the Board/Chair of the Executive Committee presents this action item to the full board of trustees in executive session for ratification, first disclosing the amount and benefits, and the reasoning of the Executive Committee behind this motion. Step #5: The President, as a member of the Executive Committee and an ex officio trustee, recuses himself from attendance at Executive Committee meetings and executive sessions of the board, when presidential compensation matters are discussed, approved and ratified.
SchJ_P01_S00_L07	Schedule J, Part I, Line 7	Discretionary Spending - the President, the Provost and certain other Vice Presidents incurred certain travel expenses and did not meet the accountable plan rules. These amounts have been reported as compensation to these individuals.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
2004 Series A&B - CEHEBA
A	251536711	295435AA9	2004-10-08	18392510	Refunding of 1993 issue; reserve fund; issuance costs	0	0	0
2008 Series - CEHEBA
B	251536711	295433AA9	2008-06-19	21676206	Refunding of 1997 issue, const of assets; rsv fund; issuance costs	0	0	0
2011 Series Tax-exempt Rev Note - CEHBA
C	251536711	000000000	2011-12-15	9600000	Refunding of 1999, 2001, and 2003 issues.	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Year Of Subst CompletionYearOfSubstCompletion
A	9535000	18393479	1489430	15073	18145285	241878	0	1	1	1
B	825000	21747548	1574205	58057	1378500	227454	18503638	1	1	1	2009
C	800000	9601565	0	0	0	0	0	1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCd	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	1	1	1
B	1	1	1
C	1	1	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
Wells Fargo Bank NA
A	0	0	0	1	0	0	1	9.9	1	0	1
Branch Banking & Trust
B	0	0	0	1	0	0	1	1.6	1	0	1
(no name)
C	0	0	1	0	1	0	0			0	1

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1

Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchK_P01_S00_L00f	Schedule K, Part I, Column f	(A) On October 8, 2004, the University issued University Revenue Refunding Bonds, Series A of 2004 and Series B of 2004 (collectively, the 2004 Bonds) through the Authority. The 2004 Bond proceeds were used to finance a project consisting of (a) current refunding of all of the 1993 Bonds; and (b) the financing of the costs relating to the issuance of the 2004 Bonds. The 1993 Bond proceeds were used to finance a project consisting of (a) advance refunding of all outstanding debt under previously issued Bonds; (b) the construction of on-campus apartment buildings, townhouses and a parking deck; (c) the purchase of certain land and buildings on which the University is situated; (d) a portion of the costs associated with the construction of a concert hall; (e) the funding of a debt service reserve fund; and (f) the financing costs relating to the issuance of the 1993 Bonds. (B) On June 19, 2008, the University issued University Revenue Bonds through the Authority. The 2008 Bond proceeds were used to finance a project consisting of (a) current refunding of all 1997 Bonds, (b) the financing of the construction of a four-story, approximately 100,000 square foot 320-bed residence hall on the University's Erie campus, (c) the financing of the construction of a two-story, approximately 22,000 square foot 75-bed residence hall on the University's North East campus, (d) the funding of a debt service reserve fund; and (e) the financing of the costs relating to the issuance of the 2008 Bonds. The 1997 Bond proceeds were used to finance a project consisting of (a) the acquisition of apartment buildings for student housing; (b) the completion and automation of the University's library; (c) the renovation of McAuley Hall; (d) the construction of additional University Facilities; (e) the funding of a debt service reserve fund; and (f) the financing of all or a portion of the costs relating to the issuance of the 1997 Bonds. (C) On December 15, 2011, the University retired the 1999, 2001, and 2003 Variable Rate Bond Issues and issued a Tax-Exempt Revenue Note, Series of 2011 through the Authority with a local bank for the remaining outstanding principal of the three Variable Rate Bond Issues of $9,600,000. The three Variable Rate Bond Issues funded various construction projects on the Erie and North East campuses as well as certain costs of issuing the bonds. The bank simultaneously issued the put option set forth in the note, thereby establishing the maturity date of the note at November 1, 2018. The University may request an extension of the maturity date. Within ninety (90) days following receipt of such request, the bank shall provide the University with a written notice of its determination whether or not to extend the maturity date.
SchK_P02_S00_L07	Schedule K, Part II, Line 7	During the course of preparing the 2012 Form 990, we determined that the amount that was reported in prior years as the issuance costs from proceeds on Bond Issue - B was incorrect, as it included amounts that were not issuance costs. The amount reflected in Part II, question 7 for Bond Issue - B reflect the issuance costs that were paid from the proceeds of the bond issue.
SchK_P04_S00_L02c	Schedule K, Part IV, Line 2c	Bond Issue A - The date that the rebate computation was performed was October 8, 2009 through October 31, 2013. Bond Issue B - The date that the rebate computation was performed was June 19, 2009 through June 19, 2013.

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (4 entries)

Name Of Interested PersonNameOfInterestedPerson	Relationship With OrganizationRelationshipWithOrganization	Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance	Purpose Of AssistancePurposeOfAssistance
Exception for Schools	Not Required	60806	Tuition Exchange	Financial aid
Exception for Schools	Not required	17667	Merit based scholarship	Financial aid
Exception for Schools	Not required	50678	Need based scholarship	Financial aid
Exception for Schools	Not required	7200	Work study scholarship	Financial aid

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Judith Thomas
Spouse of key employee	59980	Compensation	0
William Jefress
Spouse of trustee	20450	Compensation	0
Joseph P McCormick Construction Co
Trustee and >35% owner of business	298351	Milling and paving services	0

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SchL_P04_S00_L00	Identifier
Return Reference	Schedule L, Part IV	ReturnReference
Explanation	(1) Judith Thomas is the wife of key employee James Adovasio and she is an employee of Mercyhurst University. (2) William Jeffress is the husband of Trustee Andrea Jeffress, M.D. and he is an employee of Mercyhurst University. (3) Joseph McCormick Construction Co. is 100% owned by Trustee, Owen J. McCormick.	Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	52	NumberOfContributions
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	NA	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	300	NoncashContribsRptdF990
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	11	NumberOfContributions
Noncash Contribs Rptd F990	152604	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	215000	NoncashContribsRptdF990
Method Of Determining Revenues	Appraised value	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	Merchandise for a fundraiser	Description
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	160	NoncashContribsRptdF990
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	2	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchM_P01_S00_L32b	Schedule M, Part I, Line 32b	Mercyhurst has an account with a financial/investment institution. When stock gifts are received they are delivered to this institution and sold by them on behalf of the University with the proceeds being deposited into our account.
SchM_P01_S00_L33	Schedule M, Part I, Line 33	The University does not capitalize works of art or archaeological artifacts, that is why the two items are listed with $0 as the value and N/A with the valuation method.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P00_S00_L0B	Form 990, Header, Line B	An amount was entered inadvertently and erroneously on Schedule J, part II in column I (F). The reason for the amendment is to remove this item from the return.
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	Bruce Raimy (Trustee) business relationship with Dennis Marin (Trustee) and Frank Victor (Trustee) Owen McCormick (Trustee) family relationship with Jane Theuerkauf (Trustee) and business relationship with Marlene Mosco (Trustee)
F990_P06_S0A_L04	Form 990, Part VI, Section A, Line 4	Amendments/changes to the bylaws approved: Sept. 29, 2012 Trustees approved the revisions to the bylaws as sent to them 30 days prior to the motion and with day-of revisions proposed by Trustee Richard Lanzillo. The majority of changes made were to substitute the word "university" throughout the document in the place of "college;" and, where needed, use new language from the revised Articles of Incorporation as amended with university status. Other major revisions were: * Section 4.02 "Officers of the University" to grant vote to the President as a trustee; * Section 5.03 "Standing Committee" Re-aligning Trustee Standing and Subcommittees of the board to include the following: Committee on Academic Affairs Committee on Advancement Committee on Audit Committee on Budget and Finance Subcommittee on Compensation Subcommittee on endowment Management and investments Subcommittee on Strategic Finance; Committee on Buildings and Grounds Committee on Mission Committee on Student Life Committee on Trustees Subcommittee on Governance * Section 5.04 "Committee on Trustees" to make the Committee on Trustees the nominating source for the board instead of the Executive Committee; * Section 3.04 "Number" to change the appointing body for Sisters of Mercy to the board of trustees of Mercyhurst University to the Institute of the Sisters of Mercy of the Americas instead of by the New York, Pennsylvania, Pacific West Community or Conference for Mercyhurst Higher Education. Motion made Trustee Patrick Weschler and seconded by Trustee Kathleen Rohm. Amendments to the bylaws approved: Feb. 23, 2013 Anticipating changes in the bylaws that would be needed with the proposed term limits, trustees were previously given the 30-day notice of this possible action. Trustees approved changes in the Mercyhurst University corporate bylaws to introduce term limits for term trustees and board officers in the following sections and in others related as deemed necessary by the general counsel to accommodate these new policies of the board. Most significant are changes to: * Section 3.05. "Terms of Trustees" to implement term limits (three consecutive 4-year term trustees). * Section 4.01. Officers of the Board" to waive the current bylaws that require an annual election of officers for fiscal years 2013 and 2014 to facilitate and ease into the implementation of officer term limits and to record the new length of officer limits as passed (two 2-year terms). Changes approved in two other areas: * Section 5.02 "Executive Committee" to delete the immediate past chair of the board as a member of the Executive Committee effective with the seating of new officers at the annual meeting 2016. * Section 3.15 "Trustee Emeritus" to clarify that these honored past term trustees will be invited to attend only the annual meeting of the board, a best practice recommended by the Association of Governing Boards. Motion made by Trustee Patrick Weschler, seconded by Trustee Ellen Ryan. Recommended by the Committee on Trustees. Explanation of the implementation of Term Limits for term trustees and board officers: 1. Term Limits for Term (elected) Trustees. The board approved term limits for term-elected trustees that allow a maximum 12 consecutive years on the board of trustees (three terms of four years each), to go into effect immediately, as determined by a trustee's current renewal year. Motion by Trustee Frank Victor, seconded by Trustee Matthew Robaszkiewicz. Recommended by the Committee on Trustees. Details: Mercyhurst trustees have been without term limits for the past 30 years and foremost in the minds of board members was that "fairness to all" be practiced in its implementation. Term limits had been on the board's agenda on Dec. 16, 2004, and again Jan. 19, 2011, and studied for the past two years by the Committee on Trustees. Implementation: Under this new policy, trustees will not be affected until elections at the annual meeting 2015, as no trustee up for renewal in 2013 or 2014 has 12 years of service. Concurrent with best practices and Association of Governing Board standards, current officers or board members are exempt should their year of final term completion occur while in office or in the year of new officer elections. Outgoing officers with 12 consecutive years of service may, on occasion, be given, at most, one extra year on the board before exiting. This consideration by the Committee on Trustees would be based on the composition/need of the board and number of renewals at the time. All other term trustees who have served 12 consecutive years must leave the board upon final term completion. Outgoing trustees may or may not be asked to rejoin the board by nomination of the Committee on Trustees after at least a one-year absence. This term limit policy does not affect trustees who serve on the board by virtue of the office they hold such as: president of Mercyhurst University; president of NyPPaW or her delegate; president of Mercyhurst Faculty Senate, University Council, Student Government, and Alumni Association. 2. Term Limits for Board Officers. Trustees approved term limits for officers of the board, whereby the chair and vice chair(s) and secondary officers as identified may serve two 2-year terms for a maximum of four years. Motion made by Trustee Desmond McDonald, seconded by Trustee Vernon Dobbs. Recommended by the Committee on Trustees.
F990_P06_S0B_L11b	Form 990, Part VI, Section B, Line 11b	The Form 990 for Mercyhurst University for the current fiscal year end was reviewed in detail by the Vice President for Finance and Treasurer and by an independent accounting firm prior to filing with the IRS. In addition to management's review of the Form 990, the Committee on Audit of the Mercyhurst University Board of Trustees reviewed the highlights of the final return at its winter meeting. Committee members were provided a copy of the Form 990, including all required schedules, several days prior to the meeting and the Committee was given an opportunity to ask questions and provide feedback to management prior to the filing of the return with the IRS. Finally, a copy of the final Form 990, including all required schedules, was e-mailed to each voting member of the Mercyhurst University Board of Trustees approximately one week before the filing deadline.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	Mercyhurst University has a written Conflict of Interest Policy. All officers, Trustees, President's Associates, and members of the President's staff are required to disclose to the Board of Trustees any possible conflict of interest at the earliest practical time. Further, the Trustee shall absent him or her from discussion of, and abstain from voting on, such matters under consideration by the Board of Trustees or its committees. Each officer, Trustee, President's Associate, and member of the President's staff shall complete and sign by May 15 of each year (or the first business day thereafter if May 15 falls on a weekend or holiday) a conflict of interest disclosure form provided annually by the Secretary of the Board of Trustees. The annual conflict of interest disclosure forms are reviewed first by the Chair of the Board of Trustees, who also serves as Chair of the Executive Committee and by the full Executive Committee of the Board of Trustees typically at its Spring meeting. Copies of the annual conflict of interest disclosure forms are provided to the Executive Committee of the Board of Trustees, the Chair of the Board of Trustees, the Secretary of the Board of Trustees, the Chair of the Committee on Audit, the external audit firm, and the President of the University. In February 2013, the Board of Trustees introduced a mid-year Conflict of Interest Update to the annual Disclosure Form to enable those covered by the Conflict of Interest Policy to disclose any new conflicts that have arisen since the completion of the annual conflict of interest disclosure form.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	The President reviews compensation increases for all employees. The President specifically makes recommendations for salary increases for employees who report directly to him, which include all officers and key employees with the exception of the Director of Finance and Assistant Treasurer, who reports to the Vice President for Finance and Treasurer and the Vice President for Finance and Treasurer, who reports to the Senior Vice President and Chief Financial Officer. Salary increases are merit based, based upon the President's assessment of the individual's performance. The President also ensures that compensation equity is maintained among comparable positions. A comparison is also made to median salaries for similar institutions as reported either by the College and University Personnel Association (CUPA) for Human Resources or other representative salary survey data for universities. Salary increases are communicated to employees in the form of an annual appointment letter signed by either the President or the Senior Vice President and Chief Financial Officer.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	Mercyhurst University posts its audited financial statement on the same webpage that it accomplishes its public disclosure requirement for its Federal Form 990 and 990-T. Additionally, on that website, it alerts users that if they wish to obtain either the University's Conflict of Interest policy or the governing documents of the University, they are available upon request.
F990_P09_S00_L24e	Form 990, Part IX, Line 24e	All other expenses that cannot be reflected on another line.