MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 52-0591672)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349305168
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T14:07:32-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARYS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOUN | NameControl |
| Phone | 3014475353 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1 |
| City | EMMITSBURG | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS H POWELL | Name |
| Title | PRESIDENT | Title |
| Phone | 3014475353 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS H POWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1 |
| City | EMMITSBURG | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 113574378 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MSMARY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1808 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | MOUNT ST. MARY'S UNIVERSITY, THE SECOND OLDEST CATHOLIC UNIVERSITY IN THE U.S., (SEE SCHEDULE O) OFFERS MORE THAN 60 ACADEMIC MAJORS, MINORS, AND CONCENTRATIONS. GRADUATE PROGRAMS IN BUSINESS, EDUCATION, PHILOSOPHY, THEOLOGY AND DIVINITY ARE ALSO OFFERED ALONG WITH ACCELERATED UNDERGRADUATE PROGRAMS IN BUSINESS AND CRIMINAL JUSTICE. STUDENTS PARTICIPATE IN MORE THAN 70 CLUBS AND HONOR SOCIETIES. STUDENTS ALSO TAKE ADVANTAGE OF THE COMMUNITY SERVICE AND OUTDOOR ADVENTURE PROGRAMS THAT ARE OFFERED BOTH LOCALLY AND ABROAD. IN ADDITION, THE UNIVERSITY HAS 16 VARSITY SPORTS AT THE NCAA DIVISION 1 LEVEL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1540 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 265094 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -193444 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6610984 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9659693 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 78682418 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 83942201 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 53416 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3728347 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 84235 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34651 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 85431053 | TotalRevenuePriorYear |
| Total Revenue Current Year | 97364892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25297540 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27685165 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 34469822 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32228742 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1577111 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30079277 | OtherExpensePriorYear |
| Other Expenses Current Year | 32802386 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 89846639 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92716293 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4415586 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4648599 | RevenuesLessExpensesCY |
| Total Assets BOY | 152342883 | TotalAssetsBOY |
| Total Assets EOY | 156844724 | TotalAssetsEOY |
| Total Liabilities BOY | 91057905 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 87634406 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61284978 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 69210318 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MOUNT ST. MARY'S IS A CATHOLIC UNIVERSITY COMMITTED TO EDUCATION IN THE SERVICE OF TRUTH; WE SEEK TO CULTIVATE A COMMUNITY OF LEARNERS, FORMED BY FAITH, ENGAGED IN DISCOVERY, AND EMPOWERED FOR LEADERSHIP IN THE CHURCH, THE PROFESSIONS AND THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 47217993 | Expense |
| Grants | 27114808 | Grants |
| Revenue | 63695875 | Revenue |
| Description | INSTRUCTIONAL PROGRAMS FOR 2,350 STUDENTS CONSISTING OF 1,842 UNDERGRADUATE STUDENTS, 208 GRADUATE STUDENTS IN BUSINESS, 88 GRADUATE STUDENTS IN EDUCATION, 163 GRADUATE STUDENTS IN THEOLOGY, AND 49 STUDENTS IN HEALTH CARE ADMINISTRATION. THE UNIVERSITY AWARDED 598 DEGREES COMPRISED OF 413 UNDERGRADUATE DEGREES, 142 MASTERS DEGREES, AND 41 THEOLOGY DEGREES IN 2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15658567 | Expense |
| Grants | 522582 | Grants |
| Revenue | 18120886 | Revenue |
| Description | AUXILIARY ENTERPRISES COMPRISING HOUSING, DINING, POST OFFICE, VENDING, PLANT, LAUNDRY AND SECURITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11061190 | Expense |
| Revenue | 1860346 | Revenue |
| Description | STUDENT SERVICES FOR THE ENTIRE STUDENT BODY INCLUDING HOUSING, ATHLETICS, COUNSELING, DISCIPLINE, STUDENT AFFAIRS AND ACTIVITIES. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription | GrantsGrants |
|---|---|---|
| 3833970 | HIGHER EDUCATION: ACADEMIC SUPPORT FOR INSTRUCTIONAL PROGRAMS | |
| 1467303 | INSTITUTIONAL SUPPORT | 47775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5301273 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 47775 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 79239023 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 374 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1540 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | 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 | 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 |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E DAVIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3014475353 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1 |
| City | EMMITSBURG | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| EUGENE M WALDRON JR | ||||||||
| CHAIRMAN OF THE BOARD | 15.00 | X | X | 0 | 0 | 0 | ||
| ROBERT J SMITH | ||||||||
| VICE CHAIRMAN OF THE BOARD | 10.00 | X | X | 0 | 0 | 0 | ||
| REV THOMAS P FERGUSON | ||||||||
| SECRETARY OF THE BOARD | 10.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL R HOLLY | ||||||||
| TREASURER OF THE BOARD | 10.00 | X | X | 0 | 0 | 0 | ||
| HONORABLE JENNIFER M ANDERSON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| HOWARD N BOLTE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN N BOLTE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| KEVIN B CASHEN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DAVID P CONAGHAN | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| JOHN E COYNE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| FRANCIS W DAILY JR | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| XAVIER J DECAIRE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV J KEVIN FARMER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV GERARD C FRANCIK | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| C GREGORY KALLMYER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARY D KANE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARTHA M KENNEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| RICHARD P KIDWELL | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MOST REV WILLIAM E LORI | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| MOST REV PAUL S LOVERDE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ALICE ROONEY MAHONEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MOST REV W FRANCIS MALOOLY | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| JAMES V MCAVENEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| SANDRA A MCMURTRIE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DR FRANK P MEROLLA | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV THOMAS J MULLELLY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| SCOTT J NEWKAM | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| SUZANNE M NICHOLSON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MOST REVEREND EDWIN F O'BRIEN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| THOMAS G O'HARA | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| REV VINCENT J O'MALLEY | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| MARY NOEL PAGE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| PAUL J PALMIERI | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV MSGR JOSEPH G QUINN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| THOMAS C ROGERS JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| SIMBA SANA | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BRIAN L SMITH | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| J SCOTT WILFONG | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| THOMAS H POWELL | ||||||||
| PRESIDENT | 50.00 | X | 458192 | 0 | 123359 | |||
| DAN SOLLER | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | X | 212794 | 0 | 51787 | |||
| WILLIAM E DAVIES | ||||||||
| VP FOR BUSINESS AND FINANCE | 50.00 | X | 46814 | 0 | 2746 | |||
| DAVID REHM | ||||||||
| PROVOST | 50.00 | X | 183316 | 0 | 17247 | |||
| ROBERT BRENNAN | ||||||||
| VP FOR ADVANCEMENT | 50.00 | X | 157688 | 0 | 29541 | |||
| PAULINE ENGELSTATTER | ||||||||
| VP FOR UNIVERSITY AFFIARS | 50.00 | X | 128891 | 0 | 21457 | |||
| MICHAEL POST | ||||||||
| VP FOR ENROLLMENT MANAGEMENT | 50.00 | X | 125743 | 0 | 31392 | |||
| MSGR STUART SWETLAND | ||||||||
| VP FOR CATHOLIC IDENTITY | 50.00 | X | 122056 | 0 | 15233 | |||
| MSGR STEPHEN ROHLFS | ||||||||
| VP AND RECTOR | 50.00 | X | 110391 | 0 | 19910 | |||
| ROBERT J BURKE | ||||||||
| HEAD BASKETBALL COACH | 50.00 | 145226 | 0 | 29730 | X | |||
| DAVID W BUSHMAN | ||||||||
| DEAN | 50.00 | 146460 | 0 | 28323 | X | |||
| KARL W EINOLF | ||||||||
| DEAN | 50.00 | 138355 | 0 | 10659 | X | |||
| BOBBY L FLACK | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | 120986 | 0 | 28938 | X | |||
| WILLIAM G FORGANG | ||||||||
| PROFESSOR | 50.00 | 120541 | 0 | 23284 | X | |||
| MICHAEL S MALEWICKI | ||||||||
| FORMER VICE PRESIDENT | 50.00 | 184353 | 0 | 35114 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2401806 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 468720 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | 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 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 24818 NETWORK PLACE | CHICAGO | IL | 60673 | DINING SERVICES AND PHYSICAL | 6666387 |
| RW WARNER CONSTRUCTION | |||||
| 50 CITIZENS WAY | FREDERICK | MD | 21701 | CONSTRUCTION | 601920 |
| ROYALL & CO | |||||
| 1920 EAST PARHAM RD | RICHMOND | VA | 23228 | STUDENT SEARCH SERVICES | 592719 |
| MCCOY BROTHERS | |||||
| 1514 COMMERCE AVENUE | CARLISLE | PA | 17013 | CONSTRUCTION | 264031 |
| MM ARCHITECTS INC | |||||
| 103 S DUKE ST | LANCASTER | PA | 17602 | ARCHITECTS | 232718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Fundraising Events | 2225 | FundraisingEvents |
| Government Grants | 1912080 | GovernmentGrants |
| All Other Contributions | 7745388 | AllOtherContributions |
| Noncash Contributions | 3266268 | NoncashContributions |
| Total Contributions | 9659693 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 611310 | 63695875 | 63695875 | |
| AUXILIARY ENTERPRISE | 611710 | 20139752 | 19981232 | 158520 |
| CONFERENCES & GROUPS | 611600 | 69818 | 69818 | |
| OTHER SERVICES | 221000 | 36756 | 36756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 83942201 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2071532 | TotalRevenueColumn |
| Exclusion | $2,071,532 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 260 | TotalRevenueColumn |
| Exclusion | $260 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17848702 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16192147 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1656555 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1656555 | TotalRevenueColumn |
| Exclusion | $1,656,555 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37969 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2225 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 14714 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23255 | TotalRevenueColumn |
| Exclusion | $23,255 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 14021 | GrossIncomeGaming |
| Gaming Direct Expenses | 2625 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11396 | TotalRevenueColumn |
| Exclusion | $11,396 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97364892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 83677107 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 265094 | UnrelatedBusinessRevenue |
| Exclusion | $3,762,998 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47775 | Total |
| Program Services | 47775 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27637390 | Total |
| Program Services | 27637390 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2107966 | Total |
| Program Services | 383078 | ProgramServices |
| Management And General | 1581471 | ManagementAndGeneral |
| Fundraising | 143417 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21725694 | Total |
| Program Services | 18173149 | ProgramServices |
| Management And General | 2873865 | ManagementAndGeneral |
| Fundraising | 678680 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247718 | Total |
| Program Services | 971439 | ProgramServices |
| Management And General | 233242 | ManagementAndGeneral |
| Fundraising | 43037 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5506039 | Total |
| Program Services | 4286849 | ProgramServices |
| Management And General | 1029269 | ManagementAndGeneral |
| Fundraising | 189921 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1641325 | Total |
| Program Services | 1277890 | ProgramServices |
| Management And General | 306821 | ManagementAndGeneral |
| Fundraising | 56614 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25606 | Total |
| Management And General | 25606 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217767 | Total |
| Management And General | 217767 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160410 | Total |
| Management And General | 160410 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823118 | Total |
| Program Services | 640857 | ProgramServices |
| Management And General | 153869 | ManagementAndGeneral |
| Fundraising | 28392 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976462 | Total |
| Program Services | 760246 | ProgramServices |
| Management And General | 182535 | ManagementAndGeneral |
| Fundraising | 33681 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2803954 | Total |
| Program Services | 2183081 | ProgramServices |
| Management And General | 524156 | ManagementAndGeneral |
| Fundraising | 96717 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860022 | Total |
| Program Services | 669589 | ProgramServices |
| Management And General | 160768 | ManagementAndGeneral |
| Fundraising | 29665 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420 | Total |
| Program Services | 327 | ProgramServices |
| Management And General | 79 | ManagementAndGeneral |
| Fundraising | 14 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2654880 | Total |
| Program Services | 2351507 | ProgramServices |
| Management And General | 290039 | ManagementAndGeneral |
| Fundraising | 13334 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1274460 | Total |
| Program Services | 992259 | ProgramServices |
| Management And General | 238241 | ManagementAndGeneral |
| Fundraising | 43960 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194998 | Total |
| Program Services | 151820 | ProgramServices |
| Management And General | 36452 | ManagementAndGeneral |
| Fundraising | 6726 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2998244 | Total |
| Program Services | 2655635 | ProgramServices |
| Management And General | 327550 | ManagementAndGeneral |
| Fundraising | 15059 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6346544 | Total |
| Program Services | 5621325 | ProgramServices |
| Management And General | 693344 | ManagementAndGeneral |
| Fundraising | 31875 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391268 | Total |
| Program Services | 346558 | ProgramServices |
| Management And General | 42745 | ManagementAndGeneral |
| Fundraising | 1965 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING SERVICES | 4502168 | 4301551 | 200617 | |
| PHYSICAL PLANT | 2759679 | 2444330 | 301488 | 13861 |
| ALLOWANCES & UNCOLLECTI | 1219596 | 1219596 | ||
| CREDIT CARD DISCOUNT | 286259 | 286259 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4306531 | Total |
| Program Services | 3342368 | ProgramServices |
| Management And General | 813970 | ManagementAndGeneral |
| Fundraising | 150193 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92716293 | Total |
| Program Services | 79239023 | ProgramServices |
| Management And General | 11900159 | ManagementAndGeneral |
| Fundraising | 1577111 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5160 | BOY |
| EOY | 30450 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8439839 | BOY |
| EOY | 13915864 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3728543 | BOY |
| EOY | 1819588 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993918 | BOY |
| EOY | 1334401 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2991733 | BOY |
| EOY | 3031279 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29619 | BOY |
| EOY | 55562 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760263 | BOY |
| EOY | 683211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 193958386 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 105129567 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91067547 | BOY |
| EOY | 88828819 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25769938 | BOY |
| EOY | 28531525 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12400619 | BOY |
| EOY | 12184673 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6155704 | BOY |
| EOY | 6429352 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152342883 | BOY |
| EOY | 156844724 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4811847 | BOY |
| EOY | 5047674 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4676510 | BOY |
| EOY | 5877018 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63013641 | BOY |
| EOY | 61982787 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18555907 | BOY |
| EOY | 14726927 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91057905 | BOY |
| EOY | 87634406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16929416 | BOY |
| EOY | 30805635 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16184211 | BOY |
| EOY | 13234856 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28171351 | BOY |
| EOY | 25169827 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61284978 | BOY |
| EOY | 69210318 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152342883 | BOY |
| EOY | 156844724 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4648599 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 704937 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 2571804 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $6,901 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $12,990 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 19891 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | LOBBYING ISSUES RELATED TO ORGANIZATION EXEMPT PURPOSES. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 689119 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 38598585 | BeginningOfYearBalance |
| Contributions | 1792687 | Contributions |
| Investment Earnings Or Losses | 4054846 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1308492 | GrantsOrScholarships |
| Other Expenditures | 2346750 | OtherExpenditures |
| Administrative Expenses | 121274 | AdministrativeExpenses |
| End Of Year Balance | 40669602 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42198088 | BeginningOfYearBalance |
| Contributions | 332324 | Contributions |
| Investment Earnings Or Losses | -1080580 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1016400 | GrantsOrScholarships |
| Other Expenditures | 1686751 | OtherExpenditures |
| Administrative Expenses | 148096 | AdministrativeExpenses |
| End Of Year Balance | 38598585 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33636402 | BeginningOfYearBalance |
| Contributions | 3935219 | Contributions |
| Investment Earnings Or Losses | 6734417 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 969695 | GrantsOrScholarships |
| Other Expenditures | 997742 | OtherExpenditures |
| Administrative Expenses | 140513 | AdministrativeExpenses |
| End Of Year Balance | 42198088 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30830139 | BeginningOfYearBalance |
| Contributions | 7684 | Contributions |
| Investment Earnings Or Losses | 5019975 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2043684 | GrantsOrScholarships |
| Administrative Expenses | 177712 | AdministrativeExpenses |
| End Of Year Balance | 33636402 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34152034 | BeginningOfYearBalance |
| Contributions | 6499208 | Contributions |
| Investment Earnings Or Losses | -3301452 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2044462 | GrantsOrScholarships |
| Other Expenditures | 4297410 | OtherExpenditures |
| Administrative Expenses | 177779 | AdministrativeExpenses |
| End Of Year Balance | 30830139 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25580 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2004079 | OtherCostOrOtherBasis |
| Book Value | 2004079 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147296955 | OtherCostOrOtherBasis |
| Depreciation | 71942053 | Depreciation |
| Book Value | 75354902 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42509 | OtherCostOrOtherBasis |
| Book Value | 42509 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34506755 | OtherCostOrOtherBasis |
| Depreciation | 25035606 | Depreciation |
| Book Value | 9471149 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10108088 | OtherCostOrOtherBasis |
| Depreciation | 8151908 | Depreciation |
| Book Value | 1956180 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 88828819 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MULTI-STRATEGY HEDGE FUNDS | Description |
| Book Value | 12184673 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12184673 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUNITIES PAYABLE | $574,484 |
| US GOVERNMENT ADVANCES FOR STUDENT LOANS | $1,621,578 |
| ASSET RETIREMENT OBLIGATIONS | $1,612,624 |
| SWAP CONTRACTS | $1,501,214 |
| DEPOSITS | $441,221 |
| DEFERRED COMPENSATION | $144,383 |
| ACCRUED POSTRETIREMENT BENEFITS | $7,720,281 |
| LEASE PAYABLE | $1,111,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14726927 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 70629463 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 704937 | NetUnrealizedGainsInvestments |
| Other Revenues | -27279956 | OtherRevenues |
| Revenue Not Rptd F990 | -26575019 | RevenueNotRptdF990 |
| Revenue Subtotal | 97204482 | RevenueSubtotal |
| Investment Expenses Not Included | 160410 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 160410 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 97364892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 64918493 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 64918493 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 160410 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 27637390 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 27797800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 92716293 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTION CONSISTS OF ITEMS ASSOCIATED WITH THE HISTORY OF THE UNIVERSITY MAINTAINED IN AN ARCHIVES. THERE ARE ALSO VARIOUS WORKS OF ART IN OUR CHAPELS. THESE ITEMS HELP TO PROMOTE OUR EDUCATIONAL MISSION BY PROVIDING RESEARCH MATERIAL ON THE HISTORY OF THE UNIVERSITY. | |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT PROVIDES FUNDS TO SUPPORT FINANCIAL AID, FACULTY SALARIES AND GENERAL OPERATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR 2013 OR 2012. GENERALLY, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SCHOLARSHIP ALLOWANCES NETTED AGAINST STUDENT REVENUE -27,637,390. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 357,434. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIP ALLOWANCES NETTED AGAINST STUDENT REVENUE 27,637,390. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S RACIALLY NON-DISCRIMINATORY POLICY IS MADE KNOWN TO THE GENERAL COMMUNITY IT SERVES THROUGH ITS PUBLIC RELATIONS ACTIVITIES AND EFFORTS, ITS ADMISSIONS OFFICE, ITS ALUMNI OFFICE, AND THROUGH ITS CATALOGUE AND VARIOUS PUBLICATIONS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE STATE OF MARYLAND PROVIDES AID TO THE UNIVERSITY FROM THE SELLINGER PROGRAM OF STATE AID TO NON-PUBLIC INSTITUTIONS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION SERVICES | 462448 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION SERVICES | 105742 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION SERVICES | 998 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION SERVICES | 38117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 607305 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 607305 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 10925 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2225 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8700 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5577 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2361 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BULL ROAST | NameOfEvent2 |
| Gross Receipts Event2 | 10006 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 10006 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 540 | NonCashPrizesEvent2 |
| Other Direct Expenses Event2 | 2045 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 19263 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 19263 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 4191 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 40194 | GrossReceiptsTotal |
| Charitable Contributions Total | 2225 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37969 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 540 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5577 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 8597 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14714 | DirectExpenseSummaryEvents |
| Net Income Summary | 23255 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ARCHODIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 520591535 | 501(C)(3) | 10000 | CONTRIBUTION |
| BISHOP MCDEVITT HIGH SCHOOL | |||||||
| 125 ROYAL AVE | WYNCOTE | PA | 19095 | 231424025 | 501(C)(3) | 10000 | CONTRIBUTION |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1692 | NumberOfRecipients |
| Amount Of Cash Grant | 27637390 | AmountOfCashGrant |
| Method Of Valuation | BOOK VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | ASSIST WITH COST OF TUITION, ROOM AND BOARD | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY'S USE OF GRANT FUNDS IS TO PROVIDE FINANCIAL AID TO OUR STUDENTS. WE MONITOR THE USE OF THESE UNIVERSITY FUNDS IN ACCORDANCE WITH ESTABLISHED LEVELS OF AWARDS BASED ON A STUDENT'S MERIT CLASSIFICATION AND ON AN ANNUAL BUDGET. THE UNIVERSITY FOLLOWS ALL REGULATIONS RELATIVE TO THE AWARDING OF FINANCIAL ASSISTANCE WHICH IS MONITORED BY THE FINANCIAL AID OFFICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS H POWELL | ||||||||||||||
| PRESIDENT | 336084 | 0 | 0 | 0 | 122108 | 0 | 55000 | 0 | 68803 | 0 | 581995 | 0 | 120000 | 0 |
| DAN SOLLER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 186509 | 0 | 0 | 0 | 26285 | 0 | 20943 | 0 | 33036 | 0 | 266773 | 0 | 0 | 0 |
| DAVID REHM | ||||||||||||||
| PROVOST | 182482 | 0 | 0 | 0 | 834 | 0 | 10560 | 0 | 8255 | 0 | 202131 | 0 | 0 | 0 |
| ROBERT BRENNAN | ||||||||||||||
| VP FOR ADVANCEMENT | 156592 | 0 | 0 | 0 | 1096 | 0 | 8917 | 0 | 22487 | 0 | 189092 | 0 | 0 | 0 |
| PAULINE ENGELSTATTER | ||||||||||||||
| VP FOR UNIVERSITY AFFIARS | 127214 | 0 | 0 | 0 | 1677 | 0 | 7525 | 0 | 16522 | 0 | 152938 | 0 | 0 | 0 |
| MICHAEL POST | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | 125529 | 0 | 0 | 0 | 214 | 0 | 7440 | 0 | 24547 | 0 | 157730 | 0 | 0 | 0 |
| ROBERT J BURKE | ||||||||||||||
| HEAD BASKETBALL COACH | 24018 | 0 | 0 | 0 | 121208 | 0 | 8610 | 0 | 22757 | 0 | 176593 | 0 | 0 | 0 |
| DAVID W BUSHMAN | ||||||||||||||
| DEAN | 145794 | 0 | 0 | 0 | 666 | 0 | 8765 | 0 | 21199 | 0 | 176424 | 0 | 0 | 0 |
| KARL W EINOLF | ||||||||||||||
| DEAN | 137834 | 0 | 0 | 0 | 521 | 0 | 8159 | 0 | 3751 | 0 | 150265 | 0 | 0 | 0 |
| BOBBY L FLACK | ||||||||||||||
| CHIEF INFORMATION OFFICER | 120986 | 0 | 0 | 0 | 0 | 0 | 7380 | 0 | 21865 | 0 | 150231 | 0 | 0 | 0 |
| MICHAEL S MALEWICKI | ||||||||||||||
| FORMER VICE PRESIDENT | 75174 | 0 | 0 | 0 | 109179 | 0 | 10726 | 0 | 26549 | 0 | 221628 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | IT IS THE UNIVERSITY'S POLICY TO REIMBURSE EMPLOYEES FOR BUSINESS EXPENSES INCURRED BY THE EMPLOYEE TO FURTHER THE MISSION OF THE UNIVERSITY. INFREQUENTLY, IN ACCORDANCE WITH IRS GUIDELINES, THE UNIVERSITY MAY REIMBURSE AN EMPLOYEE FOR THE COST OF A SPOUSE WHO ATTENDS A FUNCTION HAVING A SIGNIFICANT ROLE OR IS INVOLVED WITH FUND-RAISING WHICH CONSTITUTES A BUSINESS PURPOSE. THE RECTOR OF THE SEMINARY IS PROVIDED ON CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THIS IS INCLUDED AS A NON-TAXABLE BENEFIT IN ACCORDANCE WITH IRS GUIDELINES. AS PART OF THE PRESIDENT'S EMPLOYMENT CONTRACT, THE PRESIDENT IS REQUIRED TO LIVE IN A RESIDENCE PROVIDED BY THE UNIVERSITY. MANY UNIVERSITY EVENTS ARE HELD AT THIS RESIDENCE. HOUSEKEEPING SERVICES ARE PROVIDED TO SUPPORT THESE EVENTS. HIS EMPLOYMENT CONTRACT ALSO PROVIDES FOR TRAVEL FOR HIS SPOUSE FOR UNIVERSITY RELATED BUSINESS. THE PRESIDENT PROVIDES AN ACCOUNTING OF HIS DISCRETIONARY SPENDING WHICH IS REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. |
| PART I, LINES 4A-B | THE UNIVERSITY AND MICHAEL MALWEWICKI ENTERED INTO A SEPARATION AGREEMENT WHICH INCLUDED CONTINUAT1ON OF SALARY AND BENEFITS FOR MR. MALWEWICKI THROUGH DECEMBER 2012. TOTAL SEPARATION PAYMENT WAS $107,589 WHICH IS INCLUDED SCHEDULE J, PART II, COLUMN (B)(III). THE UNIVERSITY AND ROBERT BURKE ENTERED INTO A SEPARATION AGREEMENT WHICH INCLUDED CONTINUAT1ON OF SALARY AND BENEFITS FOR MR. BURKE THROUGH JUNE 2013. TOTAL SEPARATION PAYMENT WAS $120,542 WHICH IS INCLUDED SCHEDULE J, PART II, COLUMN (B)(III). THE UNIVERSITY HAS AN EMPLOYMENT CONTRACT WITH THE PRESIDENT AND THE EXECUTIVE VICE PRESIDENT. IN ACCORDANCE WITH THE TERMS OF THESE EMPLOYMENT CONTRACTS, THE UNIVERSITY HAS ESTABLISHED A NON-QUALIFIED RETIREMENT PLAN AND PROVIDES ANNUAL FUNDING TO THE PLAN WHICH IS INCLUDE AS A NON-TAXABLE BENEFIT IN ACCORDANCE WITH IRS GUIDELINES. THOMAS POWELL RECEIVED A PAYMENT IN THE AMOUNT OF $120,011 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THIS AMOUNT IS INCLUDED IN THE OTHER COMPENSATION OF SCHEDULE J, PART II, COLUMN B(III). |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| COUNTY COMMISSIONERS OF FREDERICK COUNTY | ||||||||
| A | 526000943 | 355697BL6 | 2006-01-12 | 22065000 | REFUNDING OF SERIES 2001B AND CONSTRUCTION OF NEW RESIDENCE HALL | 0 | 0 | 0 |
| COUNTY COMMISSIONERS OF FREDERICK COUNTY | ||||||||
| B | 526000943 | 355697CB7 | 2007-03-27 | 22333074 | REFUNDING OF SERIES 2001A BONDS AND CAMPUS PROJECTS | 0 | 0 | 0 |
| TOWN OF EMMITSBURG | ||||||||
| C | 526017142 | 2007-12-21 | 10000000 | RENOVATIONS TO RESIDENCE HALL AND FINE ARTS CENTER | 0 | 0 | 0 | |
| TOWN OF EMMITSBURG | ||||||||
| D | 526017142 | 2008-12-23 | 10000000 | RENOVATIONS TO RESIDENCE HALL AND FINE ARTS CENTER | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1065000 | 22328868 | 2174047 | 6200000 | 454726 | 12610819 | 2008 | 0 | 1 | 1 | 1 |
| B | 2625000 | 22218074 | 873685 | 16855000 | 335006 | 4323238 | 2009 | 0 | 1 | 1 | 1 |
| C | 227437 | 10000000 | 79416 | 9920584 | 2010 | 0 | 0 | 1 | 1 | ||
| D | 49804 | 10000000 | 46829 | 9953171 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |||
| PNC BANK | ||||||||||||
| C | 0 | 0 | 1 | 0 | 1 | 1 | 0 | 0 | 1 | 15.000000000000 | 0 | 0 |
| PNC BANK | ||||||||||||
| D | 0 | 1 | 0 | 0 | 1 | 1 | 0 | 0 | 1 | 21.000000000000 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART IV, LINE 1C | Identifier |
| Return Reference | NO REBATE DUE | ReturnReference |
| Explanation | A CALCULATION WAS MADE CONCERNING COUNTY COMMISSIONERS OF FREDERICK COUNTY BOND ISSUE DATED 03/27/07. NO REBATE WAS FOUND TO BE DUE. CALCULATION WAS PERFORMED 06/01/2012. A CALCULATION WAS MADE CONCERNING COUNTY COMMISSIONERS OF FREDERICK COUNTY BOND ISSUE DATED 01/12/06. NO REBATE WAS FOUND TO BE DUE. CALCULATION WAS PERFORMED 06/23/2011. | Explanation |
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 | TOWN OF EMMITSBURG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 526017142 | IssuerEIN |
| Date Issued | 2009-12-29 | DateIssued |
| Issue Price | 1250000 | IssuePrice |
| Description Of Purpose | RENOVATIONS TO RESIDENCE HALL | 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 |
| Total Proceeds | 1250000 | TotalProceeds |
| Issuance Costs From Proceeds | 92516 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1157484 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | 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 | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | 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 | 1 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | 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 | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|
| 20000 | SCHOLARSHIP AND FINANCIAL AID | TUITION |
| 16000 | SCHOLARSHIP | TUITION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3266268 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE OFFICE OF THE PRESIDENT. CONFLICTS WITH MEMBERS OF THE BOARD OF TRUSTEES ARE DISCLOSED, AND DISTRIBUTED TO RELEVANT DEPARTMENTS ANNUALLY. TRANSACTIONS WITH THESE PARTIES ARE SEPARATELY REVIEWED. AN INDIVIDUAL OR TRUSTEE WITH A CONFLICT REMOVES THEMSELVES FOR THE DELIBERATIONS AND DECISION. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT PRESENTS A SELF-EVALUATION TO THE BOARD OF TRUSTEES BASED ON AGREED UPON PERFORMANCE GOALS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW SALARY AND BENEFIT COMPARISON DATA COMPILED FROM SEVERAL SOURCES FOR INSTITUTIONS OF SIMILAR SIZE AND SCOPE. THE FULL BOARD DISCUSSES THE PRESIDENT'S PERFORMANCE AND REVIEWS THE COMPARATIVE SALARY DATA. THE EXECUTIVE COMMITTEE MAKES THE FINAL DECISION ON THE PRESIDENT'S SALARY AND DEFERRED COMPENSATION, WHICH IS COMMUNICATED TO THE FULL BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND THE MEETINGS ARE DOCUMENTED BY FORMAL MINUTES. FOR OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES, SURVEY DATA PROVIDED BY NACUBO AND CUPA ARE USED ALONG WITH COMPENSATION DATA FROM PEER ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII, SECTION A, COLUMN A, VOTING BOARD MEMBERS | DURING THE UNIVERSITY FISCAL YEAR THERE WERE THIRTY-EIGHT VOTING BOARD MEMBERS. ALL OF THE VOTING BOARD MEMBERS ARE LISTED IN FORM 990, PART VII, SECTION A. SOME OF THE BOARD MEMBERS DISCONTINUED SERVICE DURING THE YEAR. AS A RESULT, AT THE END OF THE FISCAL YEAR, THERE WERE ONLY THIRTY-THREE VOTING BOARD MEMBERS. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 357,434. CHANGE IN THE FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 1,298,337. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 916,033. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOUNT CLUB INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16300 OLD EMMITSBURG ROAD | AddressLine1 |
| City | LIQUOUR SALES | City |
| State | MD | State |
| ZIP Code | 21272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591672 | EIN |
| Primary Activities | LIQUOUR SALES | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT SAINT MARYS UNIVERSITY | BusinessNameLine1 |