EASTERN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN UNIVERSITY (EIN 23-1409675)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349305864
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T14:33:45-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363990892 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 Emerson Parkway STE A | AddressLine1 |
| City | Greenwood | City |
| State | IN | State |
| ZIP Code | 46143 | 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 | 231409675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastern University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 6103415922 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1 |
| City | St Davids | City |
| State | PA | State |
| ZIP Code | 190873696 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Pernell Jones | Name |
| Title | VP of Finance & Operations | Title |
| Phone | 6103415922 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David C Moja | Name |
| PTIN | P00747006 | PTIN |
| Phone | 3178852620 | 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 | Robert Duffett | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1 |
| City | St Davids | City |
| State | PA | State |
| ZIP Code | 190873696 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 101192317 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.eastern.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Educational services | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1988 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 753181 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5742029 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5447168 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 80976450 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 79495898 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 842729 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6172351 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1571344 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1406180 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 89132552 | TotalRevenuePriorYear |
| Total Revenue Current Year | 92521597 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24993929 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24973918 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38590644 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38874065 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 10807 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1195 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1395648 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25668287 | OtherExpensePriorYear |
| Other Expenses Current Year | 25064052 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 89263667 | TotalExpensesPriorYear |
| Total Expenses Current Year | 88913230 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -131115 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3608367 | RevenuesLessExpensesCY |
| Total Assets BOY | 109836753 | TotalAssetsBOY |
| Total Assets EOY | 117109718 | TotalAssetsEOY |
| Total Liabilities BOY | 48373721 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49855116 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61463032 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 67254602 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Eastern University is a Christian university dedicated through teaching and learning, scholarship, service, spiritual formation, student development, and stewardship to the preparation of undergraduate, theological, and graduate students for thoughtful and productive lives of Christian faith, leadership, and service. Achievement of that mission requires that the University manage effectively and justly the resources with which it is entrusted and that students appropriate and give witness to a Christian world view through action and voice; Advance critical thinking, reflection, analysis, and communication skills; develop intellectual curiousity, passion and agility; demonstrate knowledge and competencies in the arts, sciences, and professions; assume responsibility for justice - especially social, political and economic justice; assume responsibility for Godly stewardship of all resources; discern the ethical consequences of decisions and actions. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 53275699 | Expense |
| Grants | 24973918 | Grants |
| Revenue | 69820335 | Revenue |
| Description | Instruction - Expenditures for all activities through which students earn credit toward postsecondary degrees or certificates, and the support services for the delivery of instruction. Includes expenditures for curriculum development, departmental research, education materials (e.g., libraries), laboratories and other services that directly assist the institution's academic functions, faculty development, and academic administration. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8899932 | Expense |
| Revenue | 10349466 | Revenue |
| Description | Auxiliary and Other Operations - Funds expended for auxiliary enterprises that generally operate as self-supporting programs by charging fees for the provision of goods and services; also includes expenditures for institutional support and plant operations attributable and/or allocable to the programmatic departments of the institution. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8706653 | Expense |
| Description | Student Services - Funds expended for offices of admissions and registrar and those activities that contribute to the emotional and physical wellbeing of students, as well as their intellectual, cultural, and social development outside of the context of the formal instructional environment including student activities, counseling and career guidance, intercollegiate athletics, and student organizations. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5060069 | Expense |
| Description | Academic Support - Funds expended to provide support services for the core, instructional mission of the University including operation of libraries and laboratories, instructional technologies, assessment, and academic administration. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5060069 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 75942353 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | 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 | 0 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 334 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1988 | 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 | 29 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Pernell Jones | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103415948 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1 |
| City | St Davids | City |
| State | PA | State |
| ZIP Code | 190873696 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 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 |
|---|---|---|---|---|---|---|---|
| David Black | |||||||
| President | 40.00 | X | X | 183875 | 0 | 95340 | |
| Michael Mandalino | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Marjean B Brauch | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Delores Brisbon | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Jacob Chatman | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Steve Clemens | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Rev Danny Cortes | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Rev Albert G Davis Jr | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Dr Rev Richard A Dent | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Ronald B Evans | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| E Shepard Farrar | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Rev Dr W Wilson Goode Sr | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| W Donald Gough | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Arthur W Hill | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| John C Honor Jr | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Lucy Huff | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Teresa Klaassen | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Richardson T Merriman | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Steve O'Hearn | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Charles A Olson III | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Thomas M Petro | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Janis Plostnieks | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| James H Rogers | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Dr Richard E Rusbuldt | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| George Torggler | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Malcolm Street | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| John Sundquist | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Dennis Tanner PhD | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| John M Templeton Jr MD | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| F Ardell Thomas MD | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Rev Dr Alyn E Waller | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Kelly Wilbraham | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Algit Joy | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Kenton Sparks | |||||||
| Provost | 40.00 | X | 35071 | 0 | 131978 | ||
| Thomas Ridington | |||||||
| Senior Vice President | 40.00 | X | 124233 | 0 | 30746 | ||
| Derek Ritchie | |||||||
| Vice President for Development | 40.00 | X | 106707 | 0 | 27311 | ||
| Diana Bacci | |||||||
| Registrar - Vice President | 40.00 | X | 120946 | 0 | 25091 | ||
| Betty Ann Brigham | |||||||
| Vice President Student Development | 40.00 | X | 125316 | 0 | 9938 | ||
| Christopher Hall | |||||||
| Chancellor | 40.00 | X | 99237 | 0 | 99491 | ||
| J Pernell Jones | |||||||
| VP for Finance and Operations | 40.00 | X | 138835 | 0 | 29815 | ||
| Debra Heath-Thornton | |||||||
| Dean of Graduate Studies | 40.00 | 108057 | 0 | 15947 | X | ||
| Beth Doriani | |||||||
| Dean of Arts and Science | 40.00 | 104156 | 0 | 27485 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1146433 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 493142 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| United Health Care | |||||
| 5901 Lincoln Drive | Edina | MA | 55436 | Insurance | 2950573 |
| Sodexo | |||||
| PO Box 905374 | Charlotte | NC | 28290 | Food Services | 2926219 |
| Arthur Jackson and Company | |||||
| 7025 West Chester Pike | Upper Darby | PA | 19082 | Cleaning Services | 712415 |
| Keystone Health Plan East | |||||
| PO Box 70250 | Philadelphia | PA | 19103 | Insurance | 594928 |
| Tri-M Group | |||||
| 204 Gale Lane | Kenneth Square | PA | 19348 | Contractors | 416855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 70200 | FundraisingEvents |
| Government Grants | 1838049 | GovernmentGrants |
| All Other Contributions | 3538919 | AllOtherContributions |
| Noncash Contributions | 66394 | NoncashContributions |
| Total Contributions | 5447168 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611600 | 69146432 | 69146432 |
| Room charges | 611600 | 5687824 | 5687824 |
| Dining hall charges | 611600 | 4585427 | 4585427 |
| Book store | 611600 | 76215 | 76215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 79495898 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 694607 | TotalRevenueColumn |
| Exclusion | $694,607 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 802803 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 761962 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40841 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40841 | TotalRevenueColumn |
| Unrelated Business Revenue | 40841 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4396543 | Securities |
| Other | 8907590 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3731564 | Securities |
| Other | 4094825 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 664979 | Securities |
| Other | 4812765 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5477744 | TotalRevenueColumn |
| Exclusion | $5,477,744 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 61465 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 70200 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 82369 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20904 | TotalRevenueColumn |
| Exclusion | -$20,904 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Conferences | 721310 | 712340 | 712340 | |
| Other income | 900099 | 673903 | 673903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1386243 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92521597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80169801 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 753181 | UnrelatedBusinessRevenue |
| Exclusion | $6,151,447 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357446 | Total |
| Program Services | 357446 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24265101 | Total |
| Program Services | 24265101 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351371 | Total |
| Program Services | 351371 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1440711 | Total |
| Program Services | 762220 | ProgramServices |
| Management And General | 535604 | ManagementAndGeneral |
| Fundraising | 142887 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137841 | Total |
| Program Services | 137841 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28273597 | Total |
| Program Services | 24050238 | ProgramServices |
| Management And General | 3579967 | ManagementAndGeneral |
| Fundraising | 643392 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1583120 | Total |
| Program Services | 1308727 | ProgramServices |
| Management And General | 236408 | ManagementAndGeneral |
| Fundraising | 37985 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5461873 | Total |
| Program Services | 4325227 | ProgramServices |
| Management And General | 1030538 | ManagementAndGeneral |
| Fundraising | 106108 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1976923 | Total |
| Program Services | 1648994 | ProgramServices |
| Management And General | 274574 | ManagementAndGeneral |
| Fundraising | 53355 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96880 | Total |
| Program Services | 24066 | ProgramServices |
| Management And General | 72814 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127100 | Total |
| Program Services | 2300 | ProgramServices |
| Management And General | 124800 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1195 | Total |
| Fundraising | 1195 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170583 | Total |
| Management And General | 170583 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1719993 | Total |
| Program Services | 1437760 | ProgramServices |
| Management And General | 270304 | ManagementAndGeneral |
| Fundraising | 11929 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946721 | Total |
| Program Services | 895210 | ProgramServices |
| Management And General | 44013 | ManagementAndGeneral |
| Fundraising | 7498 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1944697 | Total |
| Program Services | 1115129 | ProgramServices |
| Management And General | 709488 | ManagementAndGeneral |
| Fundraising | 120080 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1211001 | Total |
| Program Services | 332182 | ProgramServices |
| Management And General | 859568 | ManagementAndGeneral |
| Fundraising | 19251 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4133809 | Total |
| Program Services | 3515356 | ProgramServices |
| Management And General | 617643 | ManagementAndGeneral |
| Fundraising | 810 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975537 | Total |
| Program Services | 749397 | ProgramServices |
| Management And General | 148639 | ManagementAndGeneral |
| Fundraising | 77501 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306896 | Total |
| Program Services | 180847 | ProgramServices |
| Management And General | 19319 | ManagementAndGeneral |
| Fundraising | 106730 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1753529 | Total |
| Program Services | 1014667 | ProgramServices |
| Management And General | 738862 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2650000 | Total |
| Program Services | 2650000 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3311327 | Total |
| Program Services | 2025166 | ProgramServices |
| Management And General | 1286161 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217770 | Total |
| Program Services | 29175 | ProgramServices |
| Management And General | 188595 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food Service & Dining H | 2926398 | 2890587 | 25889 | 9922 |
| Bad Debt Expense | 672144 | 671576 | 568 | |
| Books, Magazines, Libra | 405575 | 399741 | 4513 | 1321 |
| Equipment Maint. & Repa | 211326 | 126804 | 80488 | 4034 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282766 | Total |
| Program Services | 675225 | ProgramServices |
| Management And General | 555891 | ManagementAndGeneral |
| Fundraising | 51650 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88913230 | Total |
| Program Services | 75942353 | ProgramServices |
| Management And General | 11575229 | ManagementAndGeneral |
| Fundraising | 1395648 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22547062 | BOY |
| EOY | 22981015 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334203 | BOY |
| EOY | 348109 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1890443 | BOY |
| EOY | 5854978 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1655448 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1645508 | BOY |
| EOY | 2794715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 106356596 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49181900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60059264 | BOY |
| EOY | 57174696 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18499500 | BOY |
| EOY | 21751616 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002704 | BOY |
| EOY | 3911335 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 558271 | BOY |
| EOY | 618646 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1644350 | BOY |
| EOY | 1674608 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109836753 | BOY |
| EOY | 117109718 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4072833 | BOY |
| EOY | 5963206 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2380969 | BOY |
| EOY | 3235310 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39957678 | BOY |
| EOY | 38624559 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 36981 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1962241 | BOY |
| EOY | 1995060 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48373721 | BOY |
| EOY | 49855116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38945448 | BOY |
| EOY | 41882967 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2814621 | BOY |
| EOY | 3016338 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19702963 | BOY |
| EOY | 22355297 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61463032 | BOY |
| EOY | 67254602 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109836753 | BOY |
| EOY | 117109718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3608367 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2642169 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -458966 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21771059 | BeginningOfYearBalance |
| Contributions | 235971 | Contributions |
| Investment Earnings Or Losses | 3599444 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 673393 | GrantsOrScholarships |
| Other Expenditures | 111542 | OtherExpenditures |
| Administrative Expenses | 102272 | AdministrativeExpenses |
| End Of Year Balance | 24719267 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21566374 | BeginningOfYearBalance |
| Contributions | 33997 | Contributions |
| Investment Earnings Or Losses | 899980 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 426500 | GrantsOrScholarships |
| Other Expenditures | 173730 | OtherExpenditures |
| Administrative Expenses | 129062 | AdministrativeExpenses |
| End Of Year Balance | 21771059 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17551664 | BeginningOfYearBalance |
| Contributions | 1588635 | Contributions |
| Investment Earnings Or Losses | 2963323 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 304878 | GrantsOrScholarships |
| Other Expenditures | 144063 | OtherExpenditures |
| Administrative Expenses | 88307 | AdministrativeExpenses |
| End Of Year Balance | 21566374 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11313634 | BeginningOfYearBalance |
| Contributions | 4770601 | Contributions |
| Investment Earnings Or Losses | 1856805 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 168629 | GrantsOrScholarships |
| Other Expenditures | 127211 | OtherExpenditures |
| Administrative Expenses | 93536 | AdministrativeExpenses |
| End Of Year Balance | 17551664 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12721440 | BeginningOfYearBalance |
| Contributions | 861454 | Contributions |
| Investment Earnings Or Losses | -1712931 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 265854 | GrantsOrScholarships |
| Other Expenditures | 197569 | OtherExpenditures |
| Administrative Expenses | 92906 | AdministrativeExpenses |
| End Of Year Balance | 11313634 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09560 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90440 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | 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 | 11017747 | OtherCostOrOtherBasis |
| Book Value | 11017747 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72645481 | OtherCostOrOtherBasis |
| Depreciation | 30674404 | Depreciation |
| Book Value | 41971077 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 848512 | OtherCostOrOtherBasis |
| Depreciation | 311309 | Depreciation |
| Book Value | 537203 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15188346 | OtherCostOrOtherBasis |
| Depreciation | 13507312 | Depreciation |
| Book Value | 1681034 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6656510 | OtherCostOrOtherBasis |
| Depreciation | 4688875 | Depreciation |
| Book Value | 1967635 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57174696 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities payable | $1,111,971 |
| Student deposits | $219,150 |
| Advances from federal gov't for student loans | $663,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1995060 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 70845543 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2642169 | NetUnrealizedGainsInvestments |
| Other Revenues | 761962 | OtherRevenues |
| Revenue Not Rptd F990 | 3404131 | RevenueNotRptdF990 |
| Revenue Subtotal | 67441412 | RevenueSubtotal |
| Investment Expenses Not Included | 163018 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 24917167 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25080185 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 92521597 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 64595007 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 761962 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 761962 | ExpensesNotRptdF990 |
| Expenses Subtotal | 63833045 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 163018 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 24917167 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 25080185 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 88913230 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds are intended to earn investment income and to fund future operations. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Tax benefit from an uncertain tax position are only recognized in the statement of financial position if the tax position is more likely than not to be sustained upon an examination, based on the technical merits of the position. As of June 30, 2013, the University had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Rent expense included on Part VIII, Line 6b 761,962. | |
| Part XI, Line 4b - Other Adjustments: | Tuition and fees 24,917,167. | |
| Part XII, Line 2d - Other Adjustments: | Rent expense included on Part VIII, Line 6b 761,962. | |
| Part XII, Line 4b - Other Adjustments: | Tuition and fees 24,917,167. |
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 | Institution's racial nondiscriminatory policy is publicized through the institution's website. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Title IV federal funds are received for student tuition. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 4 | Program services | Education | 127711 |
| Central America and the Caribbean | 0 | 8 | Program services | Education | 428286 |
| Central America and the Caribbean | 0 | 8 | Grants to Recipients | 315752 | |
| Sub-Saharan Africa | 0 | 4 | Grants to Recipients | 35619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 24 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 24 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 907368 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 907368 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Financial aid | Central America and the Caribbean | 46 | 315752 | Apply as payment to student bill |
| Financial aid | Sub-Saharan Africa | 7 | 35619 | Apply as payment to student bill |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: Grants are awarded to individuals based on compliance with eligibility requirements. Awarded grants are applied directly by the University to the student tuition billing. |
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: Expenditures are accounted for using the accrual basis of accounting. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf event | NameOfEvent1 |
| Gross Receipts Event1 | 131665 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 70200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 61465 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 82369 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 131665 | GrossReceiptsTotal |
| Charitable Contributions Total | 70200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 61465 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 82369 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 82369 | DirectExpenseSummaryEvents |
| Net Income Summary | -20904 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chestnut Hill College | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9601 Germantown Ave | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 231352626 | EINOfRecipient |
| IRC Section | 501 (c) 3 | IRCSection |
| Amount Of Cash Grant | 357446 | AmountOfCashGrant |
| Purpose Of Grant | Pass through funds for Department of Education Title II Program | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships and grants to students for educational programs at the University | TypeOfGrant |
| Number Of Recipients | 2405 | NumberOfRecipients |
| Amount Of Cash Grant | 24265101 | AmountOfCashGrant |
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: Grants are awarded to individuals based on compliance with eligibility requirements. Award grant and assistance amounts are applied by the University to the student tuition billing. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Black | ||||||||||||||
| President | 181753 | 0 | 0 | 0 | 2122 | 0 | 80928 | 0 | 14412 | 0 | 279215 | 0 | 0 | 0 |
| Kenton Sparks | ||||||||||||||
| Provost | 34904 | 0 | 0 | 0 | 167 | 0 | 12481 | 0 | 119497 | 0 | 167049 | 0 | 0 | 0 |
| Thomas Ridington | ||||||||||||||
| Senior Vice President | 118446 | 0 | 0 | 0 | 5787 | 0 | 10031 | 0 | 20715 | 0 | 154979 | 0 | 0 | 0 |
| Christopher Hall | ||||||||||||||
| Chancellor | 92696 | 0 | 0 | 0 | 6541 | 0 | 20360 | 0 | 79131 | 0 | 198728 | 0 | 0 | 0 |
| J Pernell Jones | ||||||||||||||
| VP for Finance and Operations | 134922 | 0 | 0 | 0 | 3913 | 0 | 11200 | 0 | 18615 | 0 | 168650 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The Chancellor and Provost received a minister's housing allowance which was not treated as taxable compensation. | Explanation |
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 |
|---|---|---|---|---|---|---|---|---|
| Delaware County Authority | ||||||||
| A | 231973437 | 245913JB5 | 2006-10-26 | 15802394 | Construction | 0 | 0 | 0 |
| Delaware County Authority | ||||||||
| B | 231973437 | 245913KZ0 | 2012-06-29 | 21511845 | Refinancing and construction | 0 | 0 | 0 |
| Delaware County Authority | ||||||||
| C | 231973437 | 2013-01-02 | 4180000 | Refinance | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1925000 | 15802394 | 998097 | 291400 | 394705 | 14130784 | 2008 | 0 | 0 | 1 | 1 | ||
| B | 805000 | 21511845 | 2022556 | 399018 | 2013 | 1 | 0 | 0 | 0 | 15611356 | 3500000 | ||
| C | 4180000 | 80000 | 2013 | 1 | 0 | 1 | 1 | 4100000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | 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 | 0.02540 | 0.02540 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 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 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 1 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K Part IV, Arbitrage, Line 2c | Identifier |
| Return Reference | Date Rebate Computation Performed | ReturnReference |
| Explanation | Issuer Name: Delaware County Authority Date the Rebate Computation was Performed: 09/26/2011 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| S Cortes | |||
| Family member Rev. Danny Cortes, Board Member | 37551 | W-2 wages | 0 |
| P Mugridge | |||
| Family member W. Donald Gough | 78993 | W-2 wages | 0 |
| E Merriman | |||
| Family member Richardson T. Merriman, Board Member | 21297 | W-2 wages | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 66394 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributions: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The number of contributors represents the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent CPA firm. Prior to filing the Form 990, the return is reviewed by the Treasurer (Chair of the Finance and Property Committee), the Chair of the Audit sub-committee, and the Assistant Treasurer. The Form 990 is distributed in electronic form to the entire Board of Trustees prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is included in the employee handbook of the University, and it is monitored and enforced by departmental and/or divisional managers. Officers, trustees, and key employees are annually required to disclose interests that could give rise to conflicts. If a conflict of interest were to arise at a board meeting, the interested person would abstain from voting. | |
| Form 990, Part VI, Section B, line 15a | The compensation for the President is established by the Executive Compensation Committee of the Board of Trustees and the process was last completed during the tax year with the hiring of the new President. The Committee reviews market data as to compensation levels for comparable positions at similar organizations, and it maintains minutes of its meetings. | |
| Form 990, Part VI, Section C, line 19 | The documents are available upon request. | |
| Form 990, Part XII, Line 2c | The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. | Explanation of Responsibility |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|
| Charitable Remainder Unitrust (1) | |||
| Charitable Remainder Unitrust | PA | T | 0 |
| Perpetual Trusts (1) | |||
| Perpetual Trust | PA | T | 0 |
| Perpetual Trusts (1) | |||
| Perpetual Trust | CT | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |