MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 52-0591672)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311359349301671
- Schema version
- 2011v1.2
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:54:07-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | 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 Powell | Name |
| Title | President | Title |
| Phone | 3014475600 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 103834057 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| 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 United States, 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 19 varsity sports at the NCAA Division I level. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1005 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 254287 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -69569 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10012067 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6610984 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 68172023 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 78682418 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1009947 | InvestmentIncomePriorYear |
| Investment Income Current Year | 53416 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55712 | OtherRevenuePriorYear |
| Other Revenue Current Year | 84235 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 79249749 | TotalRevenuePriorYear |
| Total Revenue Current Year | 85431053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20557074 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25297540 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 32129713 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34469822 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1441084 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28976413 | OtherExpensePriorYear |
| Other Expenses Current Year | 30079277 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 81663200 | TotalExpensesPriorYear |
| Total Expenses Current Year | 89846639 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2413451 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4415586 | RevenuesLessExpensesCY |
| Total Assets BOY | 155816482 | TotalAssetsBOY |
| Total Assets EOY | 152342883 | TotalAssetsEOY |
| Total Liabilities BOY | 85128266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91057905 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 70688216 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61284978 | NetAssetsOrFundBalancesEOY |
| 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 | 43643975 | Expense |
| Grants | 24932403 | Grants |
| Revenue | 59415801 | Revenue |
| Description | Instructional programs for 1783 undergraduate students in the liberal arts, 151 graduate students in theology, 366 students in masters programs in business and education. Awarded 348 undergraduate degrees, 151 masters degrees, and 28 theology degrees in 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17078368 | Expense |
| Grants | 365137 | Grants |
| Revenue | 17145763 | Revenue |
| Description | Auxiliary enterprises comprising housing, dining, post office, vending, plant, laundry and security. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11273604 | Expense |
| Grants | 0 | Grants |
| Revenue | 1866518 | Revenue |
| Description | Student services for the entire student body including housing, athletics, counseling, discipline, student affairs and activities. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4941078 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher education: Academic support for instructional programs | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4941078 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 76937025 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 331 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1005 | 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | William E Davies CPA | NamePerson |
| Telephone Number | 3014475867 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Eugene M Waldron Jr | ||||||||
| Chariman of the Board | 15 | X | X | 0 | 0 | 0 | ||
| Robert J Smith | ||||||||
| Vice Chairman of the Board | 10 | X | X | 0 | 0 | 0 | ||
| Rev Thomas P Ferguson | ||||||||
| Secretary of the Board | 5 | X | X | 0 | 0 | 0 | ||
| Michael R Holly | ||||||||
| Treasurer of the Board | 10 | X | X | 0 | 0 | 0 | ||
| Richard J Bolte Jr | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| John R Bransfield Jr | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Kevin Cashen | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| David P Conaghan | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| John Coyne | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Francis W Daily Jr | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Xavier J DeCaire | ||||||||
| Trustee | 10 | X | 0 | 0 | 0 | |||
| Rev Gerard C Francik | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| C Gregory Kallmyer | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Martha M Kenney | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Most Rev William E Lori STD | ||||||||
| Trustee | 10 | X | 0 | 0 | 0 | |||
| Most Rev Paul S Loverde | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Alice Rooney Mahoney | ||||||||
| Trustee | 10 | X | 0 | 0 | 0 | |||
| Most Rev W Francis Malooly | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| James V McAveney | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Sandra A McMurtie | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Dr Frank P Merolla | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Rev Thomas J Mullelly | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Scott Newkam | ||||||||
| Trustee | 10 | X | 0 | 0 | 0 | |||
| Suzanne Nicholson | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Cardinal Edwin F O'Brien | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Thomas G O'Hara | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Vincent J O'Malley | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Thomas C Rogers Jr | ||||||||
| Trustee | 10 | X | 0 | 0 | 0 | |||
| Simba Sana | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Brian L Smith | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Kevin Dowd | ||||||||
| Trusteee | 5 | X | 0 | 0 | 0 | X | ||
| Hilary O'Donnell | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | X | ||
| Thomas H Powell | ||||||||
| President | 40 | X | 333510 | 0 | 144571 | |||
| Dan Soller | ||||||||
| Executive Vice President | 40 | X | 213632 | 0 | 49916 | |||
| Michael Malewicki | ||||||||
| Vice President for Business and Finance | 40 | X | 175117 | 0 | 19633 | X | ||
| David Rehm | ||||||||
| Provost | 40 | 171097 | 0 | 19578 | X | |||
| Robert Brennan | ||||||||
| Vice President for Advancement | 40 | 153930 | 0 | 28572 | X | |||
| David Bushman | ||||||||
| Dean of Natural Science and Mathematics | 40 | 142449 | 0 | 22389 | X | |||
| Pauline Englestatter | ||||||||
| Vice President for University Affairs | 40 | 124758 | 0 | 30483 | X | |||
| Bobby Flack | ||||||||
| Chief Information Officer | 40 | 116784 | 0 | 21328 | X | |||
| Robert Burke | ||||||||
| Head Basketball Coach | 40 | 161768 | 0 | 25817 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1593045 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 362287 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | 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 Plant Management | 5721001 |
| R S Mowery & Sons Inc | |||||
| 1000 Bent Creek Blvd | Mechanicsburg | PA | 17050 | Construction Contractor | 547604 |
| Royall & Co | |||||
| 1920 East Parham Rd | Richmond | VA | 23228 | Student Search Services | 484266 |
| McCoy Bros | |||||
| 1514 Commerce Ave | Carlisle | PA | 17015 | Construction Contractor | 345326 |
| Boland Services | |||||
| 30 West Watkins Mill Rd | Gaithersburg | MD | 20878 | HVAC Maintenance Services | 231968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 1855341 | GovernmentGrants |
| All Other Contributions | 4755643 | AllOtherContributions |
| Noncash Contributions | 491632 | NoncashContributions |
| Total Contributions | 6610984 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 59415801 | 59415801 | 0 | $0 |
| Auxiliary enterprises | 611710 | 19177876 | 19012281 | 165546 | $49 |
| Other services | 221000 | 35644 | 0 | 35644 | $0 |
| Conferences and groups | 611600 | 53097 | 0 | 53097 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 78682418 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 53151 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $265 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18379389 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18379389 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48672 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 20780 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27892 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $27,892 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 59178 | GrossIncomeGaming |
| Gaming Direct Expenses | 2835 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56343 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,343 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85431053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78481233 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 254287 | UnrelatedBusinessRevenue |
| Exclusion | $84,549 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25297540 | Total |
| Program Services | 25297540 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855776 | Total |
| Management And General | 855776 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25340832 | Total |
| Program Services | 20712575 | ProgramServices |
| Management And General | 3866681 | ManagementAndGeneral |
| Fundraising | 761576 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212682 | Total |
| Program Services | 977763 | ProgramServices |
| Management And General | 196094 | ManagementAndGeneral |
| Fundraising | 38825 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5421108 | Total |
| Program Services | 4312921 | ProgramServices |
| Management And General | 937385 | ManagementAndGeneral |
| Fundraising | 170802 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1639424 | Total |
| Program Services | 1272133 | ProgramServices |
| Management And General | 316320 | ManagementAndGeneral |
| Fundraising | 50971 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28582 | Total |
| Management And General | 28582 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145398 | Total |
| Management And General | 145398 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592175 | Total |
| Program Services | 390660 | ProgramServices |
| Management And General | 201390 | ManagementAndGeneral |
| Fundraising | 125 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 974208 | Total |
| Program Services | 700813 | ProgramServices |
| Management And General | 273395 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3048001 | Total |
| Program Services | 2226910 | ProgramServices |
| Management And General | 667604 | ManagementAndGeneral |
| Fundraising | 153487 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854133 | Total |
| Program Services | 752770 | ProgramServices |
| Management And General | 97094 | ManagementAndGeneral |
| Fundraising | 4269 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2407 | Total |
| Program Services | 360 | ProgramServices |
| Management And General | 2047 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5231127 | Total |
| Program Services | 4590205 | ProgramServices |
| Management And General | 588095 | ManagementAndGeneral |
| Fundraising | 52827 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1268485 | Total |
| Program Services | 1127682 | ProgramServices |
| Management And General | 116835 | ManagementAndGeneral |
| Fundraising | 23968 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263482 | Total |
| Program Services | 165584 | ProgramServices |
| Management And General | 95204 | ManagementAndGeneral |
| Fundraising | 2694 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3198212 | Total |
| Program Services | 2832752 | ProgramServices |
| Management And General | 349397 | ManagementAndGeneral |
| Fundraising | 16063 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8231914 | Total |
| Program Services | 7291253 | ProgramServices |
| Management And General | 899316 | ManagementAndGeneral |
| Fundraising | 41345 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404317 | Total |
| Program Services | 358116 | ProgramServices |
| Management And General | 44171 | ManagementAndGeneral |
| Fundraising | 2030 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food served to students | 2054230 | 2054230 | 0 | 0 |
| Revenue allowances and uncollectible receivables | 726279 | 342078 | 384201 | 0 |
| Discount on credit cards | 263786 | 0 | 263786 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2792541 | Total |
| Program Services | 1530680 | ProgramServices |
| Management And General | 1139759 | ManagementAndGeneral |
| Fundraising | 122102 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89846639 | Total |
| Program Services | 76937025 | ProgramServices |
| Management And General | 11468530 | ManagementAndGeneral |
| Fundraising | 1441084 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1340478 | BOY |
| EOY | 5422151 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6331142 | BOY |
| EOY | 3728543 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256834 | BOY |
| EOY | 993918 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2662709 | BOY |
| EOY | 2991733 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23990 | BOY |
| EOY | 29619 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1545006 | BOY |
| EOY | 1597299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 189884240 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 98816693 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94887893 | BOY |
| EOY | 91067547 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28639641 | BOY |
| EOY | 25769938 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10451129 | BOY |
| EOY | 12400619 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8677660 | BOY |
| EOY | 8341516 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155816482 | BOY |
| EOY | 152342883 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11865860 | BOY |
| EOY | 14314938 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2951409 | BOY |
| EOY | 4664475 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63959738 | BOY |
| EOY | 63013641 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1190866 | BOY |
| EOY | 1981608 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4660393 | BOY |
| EOY | 7083243 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85128266 | BOY |
| EOY | 91057905 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25762211 | BOY |
| EOY | 16929416 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16125182 | BOY |
| EOY | 16184211 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28800823 | BOY |
| EOY | 28171351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70688216 | BOY |
| EOY | 61284978 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155816482 | BOY |
| EOY | 152342883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4415586 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4987652 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 689119 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43290361 | BeginningOfYearBalance |
| Contributions | 332324 | Contributions |
| Investment Earnings Or Losses | -1174688 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1016400 | GrantsOrScholarships |
| Other Expenditures | 1541822 | OtherExpenditures |
| Administrative Expenses | 148096 | AdministrativeExpenses |
| End Of Year Balance | 39741679 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33636402 | BeginningOfYearBalance |
| Contributions | 4675949 | Contributions |
| Investment Earnings Or Losses | 6734417 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 969695 | GrantsOrScholarships |
| Other Expenditures | 646199 | OtherExpenditures |
| Administrative Expenses | 140513 | AdministrativeExpenses |
| End Of Year Balance | 43290361 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30830139 | BeginningOfYearBalance |
| Contributions | 932567 | Contributions |
| Investment Earnings Or Losses | 4095092 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2043684 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 177712 | AdministrativeExpenses |
| End Of Year Balance | 33636402 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33585693 | BeginningOfYearBalance |
| Contributions | 2768139 | Contributions |
| Investment Earnings Or Losses | -3301452 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2044462 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 177779 | AdministrativeExpenses |
| End Of Year Balance | 30830139 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1845035 | OtherCostOrOtherBasis |
| Book Value | 1845035 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 126175678 | OtherCostOrOtherBasis |
| Depreciation | 60213692 | Depreciation |
| Book Value | 65961986 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 33989480 | OtherCostOrOtherBasis |
| Depreciation | 23166116 | Depreciation |
| Book Value | 10823364 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 27874047 | OtherCostOrOtherBasis |
| Depreciation | 15436885 | Depreciation |
| Book Value | 12437162 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 91067547 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 12400619 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12400619 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Bond proceeds whose use is limited | 3022848 |
| Beneficial interest in trusts | 5318668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8341516 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities payable | $581,330 |
| US Government advances for student loans | $1,616,288 |
| Asset retirement obligations | $1,612,624 |
| SWAP contracts | $2,799,551 |
| Deposits | $473,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7083243 | TotalOfAmounts |
| Total Revenue | 85431053 | TotalRevenue |
| Total Expenses | 89846639 | TotalExpenses |
| Excess Or Deficit For Year | -4415586 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1154015 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$3,833,637 | OtherAmount |
| Total Adjustments | -4987652 | TotalAdjustments |
| Excess Or Deficit Per FS | -9403238 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 58979498 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1154015 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -1154015 | RevenueNotRptdF990 |
| Revenue Subtotal | 60133513 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 25297540 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25297540 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 85431053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 64549099 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 64549099 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 25297540 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 25297540 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 89846639 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, 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. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The University's endowment provides funds to support financial aid, faculty salaries and general operations. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | 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. No provision for income taxes was required for the year ended June 30,2012. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in the fair value of interest rate swap agreements of -$1,999,481 and pension related charges other than net periodic pension cost of -$1,834,156. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Scholarship allowances |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Scholarship allowances |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University's 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. |
| SchE_P01_S00_L06 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Higher education services | SpecificServicesProvided |
| Total Expenditures | 92441 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 92441 | 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 | Baseball Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 15302 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15302 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6505 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1580 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Soccer Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 10205 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10205 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 4163 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3424 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23135 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 23135 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 5108 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 48642 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 48642 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 10668 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10112 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20780 | DirectExpenseSummaryEvents |
| Net Income Summary | 27862 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 59178 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 2835 | CashPrizesOtherGaming |
| Gross Revenue Total Gaming | 59178 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 2835 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 0 | NonCashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 0 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 0 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 2835 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 56343 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Robert Brennan | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Brennan | GamingManagerNamePerson |
| Gaming Manager Compensation | 153930 | GamingManagerCompensation |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
| Amount Distributed | 56343 | AmountDistributed |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student financial aid | TypeOfGrant |
| Number Of Recipients | 1651 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 25297540 | AmountOfNonCashAssistance |
| 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 | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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 |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| 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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (8 entries)
| 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 | |||||||||||||
| 333510 | 0 | 0 | 0 | 0 | 0 | 79700 | 0 | 64871 | 0 | 478081 | 0 | 0 | 0 |
| Dan Soller | |||||||||||||
| 178854 | 0 | 200 | 0 | 34578 | 0 | 20512 | 0 | 29404 | 0 | 263548 | 0 | 0 | 0 |
| Michael Malewicki | |||||||||||||
| 173465 | 0 | 200 | 0 | 1452 | 0 | 10027 | 0 | 9606 | 0 | 194750 | 0 | 0 | 0 |
| David Rehm | |||||||||||||
| 170132 | 0 | 200 | 0 | 765 | 0 | 9864 | 0 | 9714 | 0 | 190675 | 0 | 0 | 0 |
| Robert Brennan | |||||||||||||
| 153037 | 0 | 200 | 0 | 693 | 0 | 8712 | 0 | 19860 | 0 | 182502 | 0 | 0 | 0 |
| David Bushman | |||||||||||||
| 141583 | 0 | 200 | 0 | 666 | 0 | 8532 | 0 | 20664 | 0 | 171645 | 0 | 0 | 0 |
| Pauline Englestatter | |||||||||||||
| 122927 | 0 | 200 | 0 | 1631 | 0 | 7354 | 0 | 23129 | 0 | 155241 | 0 | 0 | 0 |
| Robert Burke | |||||||||||||
| 140911 | 0 | 20200 | 0 | 657 | 0 | 9312 | 0 | 16505 | 0 | 187585 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | As part of the President's employment contract, the President is required to live in a house provided by the University. Many University events are held at his residence. Housekeeping services are provided to support these events. His employment contract also provides for travel for companions and a discretionary spending account. Companion travel is for University related activities. The discretionary spending account is to further the mission and interests of the University, consistent with its 501 (c) (3) status. The President provides an accounting of the use of such funds monthly to the Chair of the Audit Committee of the Board of Trustees. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Compensation survey data comes from the College and University Personnel Association survey. A three-year historical salary comparison of President's salary data is used to develop two comparison groups, the University aspirational peers and the compensation study comparison group. This data is used by the Compensation Committee to prepare a written employment contract. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The University and Michael Malewicki entered into a separation agreement which included continuation of salary and benefits for Mr. Malewicki through December 2012. The University and Robert Burke entered into a separation agreement which included continuation of salary and benefits through June 2013. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| County Commissioners of Frederick County | |||||||
| 526000943 | 355697BL6 | 2006-01-12 | 22065000 | Refunding of Series 2001B and construction of new residence hall | 0 | 0 | 0 |
| County Commissioners of Frederick County | |||||||
| 526000943 | 355697CB7 | 2007-03-27 | 22315000 | Refunding of Series 2001A bonds and campus projects | 0 | 0 | 0 |
| Town of Emmitsburg | |||||||
| 526017142 | 2007-12-21 | 10000000 | Renovation to residence hall | 0 | 0 | 0 | |
| Town of Emmitsburg | |||||||
| 526017142 | 2008-12-23 | 10000000 | Renovations to residence hall | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 870000 | 0 | 22328868 | 2165037 | 0 | 6204692 | 454726 | 0 | 0 | 12610819 | 0 | 0 | 2008 | 0 | 1 | 1 | 1 |
| 1970000 | 0 | 22218074 | 857811 | 0 | 17559830 | 335006 | 0 | 0 | 4323238 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 108742 | 0 | 10000000 | 0 | 0 | 0 | 79416 | 0 | 0 | 9920584 | 0 | 0 | 2010 | 0 | 0 | 1 | 1 |
| 0 | 0 | 10000000 | 0 | 0 | 0 | 46829 | 0 | 0 | 9953171 | 0 | 0 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| 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 | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 | ||
| 0 | 0 | 0 | 0 | 0 | 1 | ||
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
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) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 1250000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 92516 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 1157484 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| 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) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| 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 |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 490872 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Gift cards for use as prizes at University event | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 760 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Face value of cards | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The University uses a third party to process and sell noncash gifts of securities on a fee per transaction basis. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | 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. |
| F990_P06_S0B_L12c | 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | 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 instituions 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. |
| F990_P06_S0C_L19 | 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. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other changes in net assets are unrealized losses on investments of ($1,154,015), change in the fair value of interest rate swap agreements of ($1,999,481), and post-retirement benefits charges other than net periodic costs of ($1,834,156). |