SUSQUEHANNA UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA UNIVERSITY (EIN 23-1353385)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201331289349301543
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T15:10:51-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231353385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUSQ | NameControl |
| Phone | 5703724128 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL A COYNE | Name |
| Title | VP FOR FINANCE AND ADMINISTRAT | Title |
| Phone | 5703724128 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY E MARINE CPA | Name |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | L JAY LEMONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 110940394 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUSQU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1859 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE UNDERGRADUATE STUDENTS FOR PRODUCTIVE, CREATIVE, AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE AND INTERCONNECTED WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2057 | TotalNbrEmployees |
| Total Nbr Volunteers | 942 | TotalNbrVolunteers |
| Total Gross UBI | 108135 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -109 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7544126 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12102202 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 92689429 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 96236608 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 75085 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68543 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2307872 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2533041 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 102616512 | TotalRevenuePriorYear |
| Total Revenue Current Year | 110940394 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31983731 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35072627 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38607624 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39026245 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 27400 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2307830 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32254615 | OtherExpensePriorYear |
| Other Expenses Current Year | 32413258 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 102873370 | TotalExpensesPriorYear |
| Total Expenses Current Year | 106512130 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -256858 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4428264 | RevenuesLessExpensesCY |
| Total Assets BOY | 310867773 | TotalAssetsBOY |
| Total Assets EOY | 311575156 | TotalAssetsEOY |
| Total Liabilities BOY | 84277528 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 81254828 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 226590245 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 230320328 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE UNDERGRADUATE STUDENTS FOR PRODUCTIVE, CREATIVE, AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE AND INTERCONNECTED WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 97153489 | Expense |
| Grants | 35072627 | Grants |
| Revenue | 98661514 | Revenue |
| Description | PROVIDING A COMPREHENSIVE POST-SECONDARY EDUCATIONAL EXPERIENCE TO 2,261 (FTE) STUDENTS. | Description |
| Total Program Service Expense | 97153489 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 |
| 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 | 213 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2057 | 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 | 0 | QuidProQuoContributions |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A COYNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5703724128 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 178701164 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| LARRY JAY LEMONS | |||||||||
| PRESIDENT | 55.00 | X | X | 431269 | 0 | 95758 | |||
| ALAN BENNETT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BARRY JACKSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BONNIE BUCKS REECE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRUCE FICKEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID STEINAU | |||||||||
| TRUSTEE | 1.00 | X | 61192 | 0 | 10708 | ||||
| DAWN MUELLER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| EDWARD SCHMIDT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANK LEBER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANK TREMBULAK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| GEORGE LIBEROPOULOS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| HAROLD O'CONNOR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES SUMMERS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JEFFREY ROUSH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN CARPENTER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| JOHN STRANGFELD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| JOSEPH PALCHAK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KATHI FLACK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LINDA FETTEROLF | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK BURKHARDT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARTIN ORTENZIO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARTIN PINTER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY CIANNI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL COLLINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHELE DEMARY | |||||||||
| TRUSTEE | 1.00 | X | 65486 | 0 | 11659 | ||||
| PETER NUNN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| JOHN YOST | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT GRONLUND | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SALVATORE FAZZOLARI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SANDRA ROCKS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SARAH MEYERS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SEWARD PROSSER MELLON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SHAWN BERKEBILE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SIDNEY APFELBAUM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SIGNE GATES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |||
| TEAGUE EMERY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM LEWIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM SORDONI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SARA KIRKLAND | |||||||||
| EXEC VP ADMIN & PLANNING | 55.00 | X | 216601 | 0 | 38489 | ||||
| MICHAEL COYNE | |||||||||
| VP FOR FINANCE | 55.00 | X | 204034 | 0 | 28161 | ||||
| CARL MOSES | |||||||||
| PROVOST & FACULTY DEAN | 55.00 | X | 233930 | 0 | 29922 | ||||
| ALICIA JACKSON | |||||||||
| DEAN SCHOOL OF BUSINESS | 55.00 | 153801 | 0 | 19968 | X | ||||
| DEBORAH STIEFFEL | |||||||||
| VP ENROLLMENT MGMT | 55.00 | 163076 | 0 | 25789 | X | ||||
| PHILIP WINGER | |||||||||
| VP STDNT LIFE & DEAN OF STUDENTS | 55.00 | 123391 | 0 | 25016 | X | ||||
| RONALD COHEN | |||||||||
| VP UNIVERSITY RELATIONS | 55.00 | 156375 | 0 | 25424 | X | ||||
| VALERIE MARTIN | |||||||||
| DEAN ARTS,HUMANITIES & COMMUNICATION | 55.00 | 120296 | 0 | 12913 | X | ||||
| LINDA MCMILLIN | |||||||||
| PROFESSOR OF HISTORY | 55.00 | 118708 | 0 | 16186 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2048159 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339993 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 929131 | GovernmentGrants |
| All Other Contributions | 11173071 | AllOtherContributions |
| Noncash Contributions | 309187 | NoncashContributions |
| Total Contributions | 12102202 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION, ROOM & BOARD | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 96236608 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96236608 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 96236608 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68543 | TotalRevenueColumn |
| Exclusion | $68,543 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RELATED PROGRAMMING | 812900 | 2424906 | 2424906 | |
| OTHER | 812900 | 108135 | 108135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2533041 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110940394 | TotalRevenueColumn |
| Related Or Exempt Function Income | 98661514 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 108135 | UnrelatedBusinessRevenue |
| Exclusion | $68,543 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144356 | Total |
| Program Services | 144356 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34920271 | Total |
| Program Services | 34920271 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Program Services | 8000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060121 | Total |
| Program Services | 240778 | ProgramServices |
| Management And General | 819343 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26896394 | Total |
| Program Services | 23247916 | ProgramServices |
| Management And General | 2263295 | ManagementAndGeneral |
| Fundraising | 1385183 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2198133 | Total |
| Program Services | 1867709 | ProgramServices |
| Management And General | 208765 | ManagementAndGeneral |
| Fundraising | 121659 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7008398 | Total |
| Program Services | 6082703 | ProgramServices |
| Management And General | 708076 | ManagementAndGeneral |
| Fundraising | 217619 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1863199 | Total |
| Program Services | 1580884 | ProgramServices |
| Management And General | 187735 | ManagementAndGeneral |
| Fundraising | 94580 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238643 | Total |
| Program Services | 238643 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90313 | Total |
| Program Services | 90313 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26751 | Total |
| Management And General | 26751 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349000 | Total |
| Management And General | 349000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1439207 | Total |
| Program Services | 1051335 | ProgramServices |
| Management And General | 364914 | ManagementAndGeneral |
| Fundraising | 22958 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2672297 | Total |
| Program Services | 2128155 | ProgramServices |
| Management And General | 353778 | ManagementAndGeneral |
| Fundraising | 190364 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922740 | Total |
| Program Services | 16045 | ProgramServices |
| Management And General | 906695 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3237446 | Total |
| Program Services | 3210637 | ProgramServices |
| Management And General | 19671 | ManagementAndGeneral |
| Fundraising | 7138 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2009726 | Total |
| Program Services | 1869849 | ProgramServices |
| Management And General | 51526 | ManagementAndGeneral |
| Fundraising | 88351 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890557 | Total |
| Program Services | 690307 | ProgramServices |
| Management And General | 199040 | ManagementAndGeneral |
| Fundraising | 1210 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2971927 | Total |
| Program Services | 2971927 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8331440 | Total |
| Program Services | 8331440 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190769 | Total |
| Management And General | 190769 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICES | 3919006 | 3919006 | ||
| OFF CAMPUS STUDY | 1307989 | 1307989 | ||
| EQUIPMENT/R&M | 1033157 | 944193 | 81986 | 6978 |
| LIBRARY MATERIALS | 308932 | 308932 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2473358 | Total |
| Program Services | 1982101 | ProgramServices |
| Management And General | 319467 | ManagementAndGeneral |
| Fundraising | 171790 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106512130 | Total |
| Program Services | 97153489 | ProgramServices |
| Management And General | 7050811 | ManagementAndGeneral |
| Fundraising | 2307830 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3012 | BOY |
| EOY | 3360 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2928876 | BOY |
| EOY | 4450873 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10246779 | BOY |
| EOY | 6379940 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1473193 | BOY |
| EOY | 1759618 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16005 | BOY |
| EOY | 5515 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304420 | BOY |
| EOY | 313802 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844746 | BOY |
| EOY | 930159 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 238709484 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 93597035 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141034147 | BOY |
| EOY | 145112449 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123843544 | BOY |
| EOY | 118522250 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23859846 | BOY |
| EOY | 28126037 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3189781 | BOY |
| EOY | 2844530 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3123424 | BOY |
| EOY | 3126623 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310867773 | BOY |
| EOY | 311575156 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7346336 | BOY |
| EOY | 5909135 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237339 | BOY |
| EOY | 1147582 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69254681 | BOY |
| EOY | 67564367 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6439172 | BOY |
| EOY | 6633744 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84277528 | BOY |
| EOY | 81254828 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125699416 | BOY |
| EOY | 129361988 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35829407 | BOY |
| EOY | 28180737 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65061422 | BOY |
| EOY | 72777603 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226590245 | BOY |
| EOY | 230320328 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310867773 | BOY |
| EOY | 311575156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4428264 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -698181 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $26,740 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 26740 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | PART II-B, LINE 1(G), OTHER LOBBYING ACTIVITIES: DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 899832 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117423088 | BeginningOfYearBalance |
| Contributions | 7716481 | Contributions |
| Investment Earnings Or Losses | 304960 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1441741 | GrantsOrScholarships |
| Other Expenditures | 2827086 | OtherExpenditures |
| End Of Year Balance | 121175702 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93009894 | BeginningOfYearBalance |
| Contributions | 2904083 | Contributions |
| Investment Earnings Or Losses | 26205050 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1499671 | GrantsOrScholarships |
| Other Expenditures | 3196268 | OtherExpenditures |
| End Of Year Balance | 117423088 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83712093 | BeginningOfYearBalance |
| Contributions | 6099081 | Contributions |
| Investment Earnings Or Losses | 7611337 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1349063 | GrantsOrScholarships |
| Other Expenditures | 3063554 | OtherExpenditures |
| End Of Year Balance | 93009894 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118609314 | BeginningOfYearBalance |
| Contributions | 2387337 | Contributions |
| Investment Earnings Or Losses | -32336722 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1321951 | GrantsOrScholarships |
| Other Expenditures | 3625885 | OtherExpenditures |
| End Of Year Balance | 83712093 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2547490 | OtherCostOrOtherBasis |
| Book Value | 2547490 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 185265863 | OtherCostOrOtherBasis |
| Depreciation | 62890478 | Depreciation |
| Book Value | 122375385 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31515568 | OtherCostOrOtherBasis |
| Depreciation | 24169494 | Depreciation |
| Book Value | 7346074 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19380563 | OtherCostOrOtherBasis |
| Depreciation | 6537063 | Depreciation |
| Book Value | 12843500 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 145112449 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| REAL ESTATE | 10668771 | F |
| FUNDS HELD IN TRUST BY OTHERS | 3702164 | F |
| HEDGE FUNDS | 9239775 | F |
| ALTERNATIVE INVESTMENTS | 4515327 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28126037 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,986,024 |
| FUNDS HELD IN CUSTODY FOR OTHERS | $1,014,709 |
| OTHER | $950,594 |
| US GOVERNMENT ADVANCES REFUNDABLE | $2,335,037 |
| FIN47 | $347,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6633744 | TotalOfAmounts |
| Total Revenue | 110940394 | TotalRevenue |
| Total Expenses | 106512130 | TotalExpenses |
| Excess Or Deficit For Year | 4428264 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5223635 | NetUnrealizedGLOnInvestments |
| Investment Expenses | 349000 | InvestmentExpenses |
| Other | $4,176,454 | OtherAmount |
| Total Adjustments | -698181 | TotalAdjustments |
| Excess Or Deficit Per FS | 3730083 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 109893213 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5223635 | NetUnrealizedGainsInvestments |
| Other Revenues | 4176454 | OtherRevenues |
| Revenue Not Rptd F990 | -1047181 | RevenueNotRptdF990 |
| Revenue Subtotal | 110940394 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 110940394 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 106163130 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 106163130 | ExpensesSubtotal |
| Other Expenses Not Included | 349000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 349000 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 106512130 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE MAJORITY OF UNIVERSITY'S ART COLLECTION IS 1,600 FRENCH POSTERS. THESE ARE RESEARCHED AND EXHIBITED BY FRENCH STUDENTS AND FACULTY MEMBERS. THEY ARE ARCHIVED IN A VAULT FOR PRESERVATION. | |
| PART V, LINE 4: | SU'S ENDOWMENT SUPPORTS THE FOLLOWING AREAS: ACADEMIC & STUDENT SUPPORT (39%), SCHOLARSHIPS (39%), OTHER OPERATIONS & FACILITIES (22%). | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ENDOWMENT INCOME 4,176,454. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| ENDOWMENT INCOME 4,176,454. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT MANAGEMENT FEES 349,000. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND INCLUDES A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF GOVERNMENTAL AID: PELL GRANTS, SEOG GRANTS, WORK STUDY GRANTS, AND PHEAA STATE GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 1954624 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 586873 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 67174 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 55473 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 23915 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 17364 |
| MIDDLE EAST AND N. AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 13500 |
| CENTRAL AMERICA | 0 | 0 | INVESTMENTS | 9500000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 12218923 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 12218923 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| CENTRAL AMERICA | GENERAL SUPPORT | 8000 | CHECK | 22272 | SUPPLIES | FMV |
| CENTRAL AMERICA | GENERAL SUPPORT | 0 | 24272 | SUPPLIES | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. IS RELATED TO A SERVICE-LEARNING COURSE AND MISSION TRIP TAUGHT AND LED BY UNIVERSITY CHAPLAIN. THE PARTICIPANTS TRAVEL TO CENTRAL AMERICA FOR TWO WEEKS OVER THE WINTER BREAK WHICH LEADS TO TWO SEMESTER HOURS OF ACADEMIC CREDIT WHILE SERVING AT MISSION SITES INCLUDING CONGREGATIONS, CLINICS, REFUGEE AND IMMIGRANT COMMUNITIES, HOSPITALS AND AN ORPHANAGE. WHILE THERE THEY ALSO DISTRIBUTE SUPPLIES THEY'VE COLLECTED FOR THE TRIP. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SELINSGROVE BOROUGH | |||||||
| ONE N HIGH ST | SELINSGROVE | PA | 17870 | 236002939 | LOCAL GOV'T | 113000 | GENERAL SUPPORT |
| DAUNTLESS HOOK & LADDER | |||||||
| 713 BRIDGE ST | SELINSGROVE | PA | 17870 | 230510390 | 501(C)(3) | 8000 | GENERAL SUPPORT |
| SNYDER COUNTY LIBRARY | |||||||
| ONE N HIGH ST | SELINSGROVE | PA | 17870 | 231731192 | 501(C)(3) | 23356 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (22 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| DEAN SCHOLARSHIP | 814 | 9085725 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SUSQUEHANNA SCHOLARSHIP | 497 | 7439525 | FMV | CREDIT ON STUDENT ACCOUNTS |
| PRESIDENTAL SCHOLARSHIP | 158 | 2616185 | FMV | CREDIT ON STUDENT ACCOUNTS |
| COMMUNITY AWARD | 224 | 1393750 | FMV | CREDIT ON STUDENT ACCOUNTS |
| VALEDICTORIAN/SALUTATORIAN SCHOLARSHIP | 41 | 674000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| GREEN SCHOLARSHIP | 34 | 444750 | FMV | CREDIT ON STUDENT ACCOUNTS |
| TRANSFER SCHOLARSHIP | 46 | 416500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MUSIC SCHOLARSHIP | 155 | 355750 | FMV | CREDIT ON STUDENT ACCOUNTS |
| FOUNDERS SCHOLARSHIP | 8 | 283200 | FMV | CREDIT ON STUDENT ACCOUNTS |
| GO SHORT GRANT | 110 | 266731 | FMV | CREDIT ON STUDENT ACCOUNTS |
| UNIVERSITY ASSISTANTSHIP | 16 | 255000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU ROTC ROOM AND BOARD SCHOLARSHIP | 9 | 84400 | FMV | CREDIT ON STUDENT ACCOUNTS |
| ACADEMIC SCHOLARSHIP | 10 | 75500 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SCIENCE/MATH SCHOLARSHIP | 5 | 71000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MINISTERIAL SCHOLARSHIP | 18 | 46250 | FMV | CREDIT ON STUDENT ACCOUNTS |
| MATH ACHIEVEMENT SCHOLARSHIP | 2 | 30000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| FOREIGN STUDENT SCHOLARSHIP | 1 | 28360 | FMV | CREDIT ON STUDENT ACCOUNTS |
| THEATER SCHOLARSHIP | 4 | 18000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU YELLOW RIBBON SCHOLARSHIP | 3 | 12161 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SU SERVICE SCHOLARSHIP | 2 | 3000 | FMV | CREDIT ON STUDENT ACCOUNTS |
| SAGE REWARDS PROGRAM | 1 | 1570 | FMV | CREDIT ON STUDENT ACCOUNTS |
| OTHER GRANTS | 1184 | 11318914 | FMV | CREDIT ON STUDENT ACCOUNTS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | STUDENTS MAY BE AWARDED GRANT FUNDS ON THE BASIS OF ACADEMIC ACHIEVEMENT AND/OR FINANCIAL NEED. IN EACH CASE THE STUDENT CAN RETAIN ELIGIBILITY FOR FUNDING FOR AS MANY AS EIGHT SEMESTERS AS A FULL-TIME STUDENT, PROVIDED THE STUDENT MEETS THE RENEWAL CRITERIA SUCH AS GRADE POINT AVERAGE AND GRADE PROGRESSION AS OUTLINED IN THE UNIVERSITY CATALOGUE. INDIVIDUAL AWARD AMOUNTS ARE BASED UPON THE STUDENTS' COST TO ATTEND THE UNIVERSITY IN A GIVEN ACADEMIC YEAR. FACTORS INCLUDED IN THE CALCULATED COST INCLUDE TUITION, FEES, ROOM, BOARD, AND ESTIMATES FOR THE COSTS OF BOOKS AND PERSONAL EXPENSES DURING THE NINE MONTH ACADEMIC YEAR. AN INDIVIDUAL STUDENT MAY NOT RECEIVE MORE THAN THE COST OF TUITION FROM THE INSTITUTIONAL GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY JAY LEMONS | |||||||||||||
| 316320 | 0 | 0 | 0 | 114949 | 0 | 41000 | 0 | 54758 | 0 | 527027 | 0 | 0 | 0 |
| SARA KIRKLAND | |||||||||||||
| 192534 | 0 | 0 | 0 | 24067 | 0 | 37210 | 0 | 1279 | 0 | 255090 | 0 | 0 | 0 |
| MICHAEL COYNE | |||||||||||||
| 158411 | 0 | 0 | 0 | 45623 | 0 | 18800 | 0 | 9361 | 0 | 232195 | 0 | 0 | 0 |
| CARL MOSES | |||||||||||||
| 192158 | 0 | 0 | 0 | 41772 | 0 | 21000 | 0 | 8922 | 0 | 263852 | 0 | 0 | 0 |
| ALICIA JACKSON | |||||||||||||
| 144942 | 0 | 0 | 0 | 8859 | 0 | 15787 | 0 | 4181 | 0 | 173769 | 0 | 0 | 0 |
| DEBORAH STIEFFEL | |||||||||||||
| 153518 | 0 | 0 | 0 | 9558 | 0 | 17000 | 0 | 8789 | 0 | 188865 | 0 | 0 | 0 |
| RONALD COHEN | |||||||||||||
| 147767 | 0 | 0 | 0 | 8608 | 0 | 16150 | 0 | 9274 | 0 | 181799 | 0 | 0 | 0 |
| LINDA MCMILLIN | |||||||||||||
| 96341 | 0 | 0 | 0 | 22367 | 0 | 12200 | 0 | 3986 | 0 | 134894 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS - THE UNIVERISTY GROSSES UP CERTAIN PAYMENTS TO KEY EMPLOYEES TO COVER TAXES. DISCRETIONARY SPENDING ACCOUNT - THE PRESIDENT HAS A RESTRICTED ACCOUNT USED FOR INSTITUTIONAL SPENDING ONLY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO OCCUPY, WITH HIS FAMILY, A UNIVERSITY-OWNED AND MAINTAINED RESIDENCE. THE UNIVERSITY'S MAINTENANCE AND FACILITIES DEPARTMENTS PROVIDE THE NECESSARY LANDSCAPING, CLEANING, AND OTHER MAINTENANCE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE UNIVERSITY MAINTAINS FOR THE PRESIDENT A MEMBERSHIP TO ONE CLUB FOR BUSINESS PURPOSES; THE TOTAL COST OF THE DUES WAS $503. PERSONAL SERVICES - A HOUSEKEEPER IS EMPLOYED BY THE UNIVERSITY TO MAINTAIN THE PRESIDENT'S RESIDENCE AND AN OCCASIONAL DRIVER IS HIRED FOR AIRPORT TRAVEL. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | |||||||
| 232736780 | 833453CZ4 | 2006-03-22 | 31779663 | PARTIAL BOND REFUND AND RESIDENCE HOUSING | 0 | 0 | 0 |
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | |||||||
| 232736780 | 833453DR1 | 2008-09-25 | 29990252 | RESIDENCE HALL AND ACADEMIC BUILDING | 0 | 0 | 0 |
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | |||||||
| 232736780 | NONEAVAIL | 2009-07-23 | 6492500 | REFUND SCHEA 1998 BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 31779663 | 529129 | 19005534 | 2008 | 1 | 0 | 1 | 1 |
| 29990252 | 301595 | 29688657 | 2010 | 0 | 0 | 1 | 1 |
| 6492500 | 90731 | 2010 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | |||
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 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 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|
| DISCLOSURE SUBJECT TO FERPA LAWS | |
| FERPA LAWS | $119,680 MERIT SCHOLARSHIP |
| DISCLOSURE SUBJECT TO FERPA LAWS | |
| FERPA LAWS | $15,500 NEED-BASED SCHOLARSHIP |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FRANK TREMBULAK | |||
| TRUSTEE | 212298 | MEDICAL FEES AND SERVICES: FRANK TREMBULAK, TRUSTEE, IS THE EXECUTIVE VICE PRESIDENT AND COO OF GEISINGER HEALTH SYSTEM. THE UNIVERSITY MAINTAINS A RELATIONSHIP WITH GEISINGER HEALTH SYSTEM FOR MEDICAL SERVICES. MR. TREMBULAK RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS RELATIONSHIP BETWEEN THE UNIVERSITY AND GEISINGER HEALTH SYSTEM. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. | 0 |
| JOHN STRANGFELD | |||
| TRUSTEE | 191869 | INVESTMENT MGMT FEES: JOHN STRANGFELD, CHAIRMAN OF THE UNIVERSITY'S BOARD, IS CEO AND CHAIRMAN OF PRUDENTIAL FINANCIAL. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT RELATIONSHIP WITH PRUDENTIAL PURSUANT TO WHICH PRUDENTIAL WAS PAID INVESTMENT MANAGEMENT FEES. MR. STRANGFELD RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND PRUDENTIAL. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 8418 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 259235 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40545 | 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 | MEMBERSHIP | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 968 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | IT IS THE UNIVERSITY'S GENERAL PRACTICE TO LIQUIDATE GIFTS OF PUBLICLY HELD STOCK AS QUICKLY AS POSSIBLE, UNLESS HOLDING THE STOCK IS DETERMINED TO BE IN THE BEST INTEREST OF THE UNIVERSITY BY THE VICE PRESIDENT FOR FINANCE IN CONSULTATION WITH ONE OF THE UNIVERSITY'S INVESTMENT ADVISORS. THE STOCK IS LIQUIDATED BY THE BROKERAGE FIRM JANNEY MONTGOMERY SCOTT ON 309 N. FIFTH ST., SUNBURY, PA 17801. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE IS A BUSINESS RELATIONSHIP BETWEEN TRUSTEES WILLIAM SORDONI AND FRANK TREMBULAK. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ALONG WITH A DETAILED REVIEW PREFORMED BY THE AUDIT COMMITTEE A LINK TO A PASSWORD-PROTECTED WEBSITE WAS EMAILED TO THE GOVERNING BODY WHERE THE COMPLETE FORM 990 WAS MADE AVAILABLE FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE WAS SENT TO THE GOVERNING BODY AND THE REPLIES WERE REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. THE REVIEW OF THE QUESTIONNAIRES FORMS THE BASIS FOR DISCLOSURE ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE (A SUBCOMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE) OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE PRESIDENT, EXECUTIVE VICE PRESIDENT FOR ADMINISTRATION AND PLANNING, PROVOST AND DEAN OF THE FACULTY, AND VICE PRESIDENT FOR FINANCE. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE UNIVERSITY DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,223,635. INVESTMENT EXPENSES: 349,000. ENDOWMENT INCOME 4,176,454. TOTAL TO FORM 990, PART XI, LINE 5: -698,181. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVE | AddressLine1 |
| City | SELINSGROVE | City |
| State | PA | State |
| ZIP Code | 17870 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806155309 | EIN |
| Primary Activities | SUPPORTS SUSQUEHANNA UNIVERSITY | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| 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 |
| 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 |
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