2013-04-24T13:39:04-05:00 2012-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 3100 PHILADELPHIA PA 19103 990 2011-07-01 231352698 York College of Pennsylvania % C MATTHEW SMITH YORK 7178156579 441 Country Club Road York PA 17403 C MATTHEW SMITH 2013-04-23 true Frank Giardini 2155614200 2011 2016-02-25 16:41:14Z George Waldner 441 Country Club Road York PA 17403 125413814 false X www.ycp.edu X 1873 PA POST-SECONDARY AND PRE-SCHOOL THROUGH GRADE 12 EDUCATION 31 27 2305 239 12841 17399543 5901614 99742443 107298577 458866 853367 821371 842539 118422223 114896097 12542779 13778618 0 0 51909851 54474647 66250 67027 2140242 34033149 37101012 98552029 105421304 19870194 9474793 383447237 391537825 123289676 122995208 260157561 268542617 X YORK COLLEGE WILL MAKE AVAILABLE, AT THE BACCALAUREATE AND ASSOCIATE DEGREE LEVELS, HIGH-QUALITY ACADEMIC PROGRAMS, WHICH INCLUDE GENERAL EDUCATION COMPONENTS APPROPRIATE FOR THE PROGRAM'S DEGREE LEVEL AND WHICH COVER A BROAD RANGE OF MAJORS IN PROFESSIONAL AND CAREER FIELDS AS WELL AS THE ARTS AND SCIENCES, AND WILL OFFER CAREFULLY SELECTED MASTER'S AND DOCTORAL DEGREE PROGRAMS, WHICH REFLECT THE ENROLLMENT EMPHASIS OF THE UNDERGRADUATE CURRICULUM AND THE PROFESSIONAL DEVELOPMENT NEEDS OF THE REGION. YORK COUNTRY DAY SCHOOL IS A COLLEGE PREPATORY SCHOOL DEDICATED TO THE INTELLECTUAL, CREATIVE, AND PERSONAL DEVELOPMENT OF EACH OF OUR STUDENTS IN PREPARATION FOR A LIFETIME OF LEARNING, SERVICE AND LEADERSHIP. false false 85450385 13180594 111273637 YORK COLLEGE OF PENNSYLVANIA TRACES ITS FOUNDING BACK TO 1787 WHEN IT WAS KNOWN AS YORK COUNTY ACADEMY. IN 1929, THE INSTITUTION MERGED WITH YORK COLLEGIATE INSTITUTE, A NON-DENOMINATIONAL SISTER INSTITUTION WHICH WAS FOUNDED IN 1873. IN 1941, THE INSTITUION'S CHARTER WAS AMENDED TO PROVIDE FOR A TWO-YEAR LIBERAL ARTS PROGRAM AT THE JUNIOR COLLEGE LEVEL AND ADOPTED THE NAME YORK JUNIOR COLLEGE. IN 1968, THE CURRICULUM GREW TO A FULL BACHELOR'S DEGREE PROGRAM AND THE INSTITUTION'S NAME WAS CHANGED TO YORK COLLEGE OF PENNSYLVANIA. TODAY THE COLLEGE OFFERS MORE THAN 50 BACCALAUREATE MAJORS IN PROFESSIONAL PROGRAMS, THE SCIENCES AND HUMANITIES TO ITS 4,600 FULL-TIME UNDERGRADUATE STUDENTS. YORK COLLEGE IS FULLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION AND ALSO WITH NATIONAL ACCREDITING AGENCIES IN NURSING, RECREATION, HEALTH EDUCATION, BUSINESS, ENGINEERING AND TECHNOLOGY, NURSE ANESTHESIA, MUSIC, AND SPORT MANAGEMENT. THE COLLEGE ALSO OFFERS MASTER'S PROGRAMS IN BUSINESS, EDUCATION, AND NURSING AND BEGAN OFFERING A DOCTORATE IN NURSING PRACTICE IN FALL 2011. YORK COLLEGE HAS THRIVED BECAUSE IT HAS EMBRACED INNOVATION AND CHANGE, AND HAS DEDICATED ITSELF TO THE SERVICE OF ITS STUDENTS. LITTLE KNOWN OUTSIDE SOUTH-CENTRAL PENNSYLVANIA THIRTY YEARS AGO, THE COLLEGE IS NOW RATED ONE OF THE BEST VALUES IN HIGHER EDUCATION IN THE NORTHEAST AND HAS GROWN TO BE THE EIGHTH LARGEST PRIVATE COLLEGE IN PENNSYLVANIA. YORK COLLEGE ATTRACTS THE 162 FULL-TIME FACULTY FROM THE BEST GRADUATE SCHOOLS IN THE COUNTRY. OUTSTANDING STUDENTS SELECT YORK COLLEGE FROM A GEOGRAPHICAL AREA THAT GROWS LARGER EACH PASSING YEAR. THE COMPEITITVE TUITION COMBINED WITH SCHOLARSHIPS THAT AVERAGE 15.9% OF TUITION MAKE THE COLLEGE COST EFFECTIVE FOR MOST STUDENTS. THE AVERAGE INCOMING FRESHMAN AWARD FROM INSTITUTIONAL FUNDS WAS $4,236. THE COLLEGE ALSO PRODUCES EXTRAORDINARY GRADUATES WHO ARE MAKING REAL CONTRIBUTIONS TO COMMUNITIES ALL ACROSS THE COUNTRY AND INCREASINGLY AROUND THE WORLD. THE 2011-2012 ALUMNI SURVEY INDICATES THAT WITHIN ONE YEAR OF GRADUATION, 89% OF THE COLLEGE'S GRADUATES ARE WORKING FULL-TIME OR ARE ENROLLED IN A GRADUATE SCHOOL PROGRAM. DURING 2011-2012, 100% OF NURSING GRADUATES PASSED THE ANCC FOR CNS CERTIFICATION AND 80% OF EDUCATION GRADUATES PASSED THE PRE-SERVICE ACADEMIC PERFORMANCE ASSESSMENT. YORK COLLEGE CONTINUES TO RECEIVE VERY POSITIVE RANKINGS IN NATIONAL PUBLICATIONS INCLUDING BARRON'S BEST BUYS IN COLLEGE EDUCATION AND US NEWS AND WORLD REPORT'S TOP TIER OF THE BEST REGIONAL UNIVERSITIES IN THE NORTH. YORK COLLEGE RANKS AS A "TOP REGIONAL SCHOOL", "NATIONAL BEST BUY", "BEST VALUE", AND "HIDDEN GEM." THE YORK COLLEGE CENTER FOR PROFESSIONAL EXCELLENCE CONTINUES TO EMPHASIZE PROFESSIONALISM FOR ALL CAREER OPPORTUNITIES AND HELP ITS' STUDENTS DEVELOP A CONCRETE PLAN TO ATTAIN ACADEMIC GROWTH AND CAREER SUCCESS. YORK COLLEGE ENCOURAGES ITS' STUDENTS TO APPLY WHAT THEY LEARN IN THE CLASSROOM IN THE "REAL WORLD" AND PREPARES THEM TO BE PROFESSIONALS REGARDLESS OF THE CAREER THEY PURSUE. 2903070 598024 3622457 YORK COUNTRY DAY SCHOOL IS A COEDUCATION, COLLEGE PREPATORY DAY SCHOOL, ENROLLING STUDENTS FROM PRESCHOOL THROUGH TWELFTH GRADE. THE SCHOOL WAS FOUNDED IN 1953 BY A GROUP OF PARENTS AND CIVIC LEADERS WHO SOUGHT A CHALLENGING ACADEMIC PROGRAM IN A PRIVATE SETTING FOR THE CHILDREN OF YORK COUNTY. IN 1956, THE SCHOOL WAS MOVED TO A SEVENTTEN ACRE TRACT IN THE SUBURBS SOUTHWEST OF YORK, AND IN THE FOLLOWING YEARS THE SCHOOL GREW TO INCLUDE PRESCHOOL CLASSES THROUGH GRADE TWELVE. IN 1975, THE SCHOOL BECAME A PART OF YORK COLLEGE OF PENNSYLVANIA, AND THE ACADEMIC PROGRAM WAS ENRICHED THROUGH THE USE OF COLLEGE FACILITIES SUCH AS THE LIBRARY, THE SWIMMING POOL AND THE INCLUSION OF QUALIFIED YORK COUNTRY DAY STUDENTS IN COLLEGE COURSES. IN 1985, THE SECOND PHASE OF THE PLAN FOR EXCELLENCE BEGAN WITH THE INAUGURATION OF A NEW CURRICULUM, STRESSING NEW ACADEMIC PROGRAMS AND EXPANDED ACTIVITIES AND AHTLETIC OPPORTUNITIES. CALLING FOR THE SCHOOL TO PREPARE STUDENTS FOR ADMISSION TO THE MOST DEMANDING INSTITUTIONS OF HIGHER LEARNING, THE BOARD OF TRUSTEES INCREASED THE SCHOOL'S GRADUATION REQUIREMENTS AND ADDED ADDITIONAL LANGUAGE ELECTIVES, NEW READING, SOCIAL STUDIES AND SCIENCE CURRICULUMS, AND A NEW PROGRAM FOR TWO- AND THREE-YEAR-OLDS. AS PART OF GRADUATION REQUIREMENTS, ALL SENIORS TRADITIONALLY TAKE ONE FULL SEMESTER-LENGTH COURSE AT YORK COLLEGE EACH SEMESTER, AND MAY TAKE UP TO THREE COURSES PER SEMESTER AT THE DISCRETION OF THE UPPER SCHOOL HEAD. THE SENIORS' CLASS SCHEDULE IS DESIGNED WITH TIME BUILT IN FOR COLEGE COURSES. TAKING THESE COURSES ALLOWS THE STUDENTS TO STUDY A BROADER RANGE OF SUBJECTS AND HAVE SOME "PRACTICE" IN THE COLLEGE ARENA BEFORE THEY ARRIVE ON THEIR CHOSEN CAMPUSES AS FRESHMEN. YORK COLLEGE TREATS YORK COUNTRY DAY SCHOOL STUDENTS AS COLLEGE STUDENTS AND THE FACULTY HOLDS YORK COUNTRY DAY STUDENTS TO THE SAME ACADEMIC STANDARDS AS FULL-TIME STUDENTS. UNDERCLASSMEN WHO HAVE DEMONSTRATED ACADEMIC EXCELLENCE MAY ALSO TAKE CLASSES AT YORK COLLEGE WITH THE PERMISSION OF THE UPPER SCHOOL HEAD. YORK COUNTRY DAY SCHOOL HAS A LONG TRADITION OF PLACING GRADUATES IN HIGHLY REGARDED COLLEGES AND UNIVERSITIES. 88353455 true true false false false false false false false true true true false false true true true false true false false false false true true false false true true true true false false false false false false false false false true true false false false false true false false false false true 7020 0 true 2305 true true true true BD CJ LU AA false false false true true false false false false false false X 31 27 false false false false false false false true true false false true true true true true true true true true true PA X X C MATTHEW SMITH 7178156579 441 COUNTRY CLUB ROAD YORK PA 17403 JOHN BARTMAN 1.5 X 0 0 0 JOHN D BROWN 1.5 X 0 0 0 ANTHONY P CAMPISI 1.5 X 0 0 0 JOSEPH R CROSSWHITE 1.5 X 0 0 0 ROBERT A DELP 1.0 X 0 0 0 CYRIL C DUNMIRE JR 1.0 X 0 0 0 DOROTHY FISCHER 1.0 X 0 0 0 DEBRA A GOODLING KIME 1.0 X 0 0 0 RICHARD C HOGENTOGLER 1.5 X 0 0 0 ROBERT A KINSLEY 1.0 X 0 0 0 KENNETH KOCHENOUR 1.0 X 0 0 0 DEBORAH MCMILLAN MD 1.5 X 0 0 0 ROBERT E MEHMET JR 1.0 X 0 0 0 J CHRISTOPHER MICHAEL 1.0 X 0 0 0 SHARON E MYERS 1.0 X 0 0 0 SCOTT W RINEHART 1.0 X 0 0 0 JOHN M SCHRANTZ 1.0 X 0 0 0 GEORGE A SHORB 1.0 X 0 0 0 ROBERT L SIMPSON 1.0 X 0 0 0 CARL J VIZZI 1.0 X 0 0 0 LAURA WAND 1.0 X 0 0 0 BRIAN K WELKER 1.0 X 0 0 0 CONSTANCE L WOLF 1.0 X 0 0 0 EDWARD D YATES 1.0 X 0 0 0 MORTON F ZIFFERER JR 1.5 X 0 0 0 GEORGE H GLATFELTER II 1.5 X X 0 0 0 WILLIAM S SHIPLEY III 1.5 X X 0 0 0 JEFFREY R HINES 1.5 X X 0 0 0 ROBERT S FREED 1.5 X X 0 0 0 DR GEORGE W WALDNER 37.5 X 415637 0 212366 C MATTHEW SMITH 37.5 X 199037 0 52683 KENNETH MARTIN 37.5 X 181036 0 25769 NATHANIEL COFFMAN 37.5 X 151791 0 61678 DOMINIC DELLICARPINI 37.5 X 146486 0 37733 STACEY DAMMANN 37.5 X 179558 0 8511 DANIEL HELWIG 37.5 X 169476 0 35544 SARDARI KHANNA 37.5 X 154477 0 33429 SMITH BRUCE 37.5 X 146988 0 28681 FRANK MUSSANO 37.5 X 142542 0 39446 1887028 0 535840 68 false true false Kinsley Construction 2700 Water St PO Box 2886 YORK PA 174052886 General Contractor 15335158 Chartwells Compass Group PO Box 91337 CHICAGO IL 606931337 Food Service 4902824 Reese Lower Patrick Scott 1910 Harrington Drive LANCASTER PA 17601 Architect 1159797 Royall Company 1920 East Parham Road RICHMOND VA 23228 Recruit Fulfillment 838895 LSC Design 1110 E Princess St YORK PA 17403 Design 309964 22 30044 50000 1376141 4445429 524021 5901614 TUITION & FEES 84459162 84459162 AUXILLARY- ROOM, BOARD, BOOKS 611710 22839415 22806053 33362 107298577 559061 -20521 579582 103708 103708 0 7086250 6895652 190598 190598 190598 74025 30044 66070 7955 7955 0 3676641 3555995 120646 120646 PARKING REVENUE 812930 270174 270174 CENTERS FOR EXCELLENCE, ENTREPRENEURIAL STUDIES 611710 86237 86237 LAUNDARY AND MISC VENDING 812300 357527 357527 713938 114896097 108099799 12841 881843 321778 321778 13456840 13456840 0 0 1379350 1379350 0 38893263 31635047 6199393 1058823 2699847 2200975 424124 74748 8661745 7054728 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13456840 105421304 Intended Uses of Endowment Funds Schedule D, Part V, Line 4 THE COLLEGE'S ENDOWMENT CONSISTS OF APPORXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. THE COLLEGE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN THE PERMANENTLY RESTRICED NET ASSETS IS CLASSIFIED AS EITHER TEMPORARILY RESTRICTED OR UNRESTRICTED NET ASSETS BASED ON THE EXISTENCE OF DONOR RESTRICTIONS OR BY LAW. SCHEDULE D, PART V, LINE 1C An adjustment of $66,716 for the fiscal year-ended June 30, 2012 (Column a) and an adjustment of $-104,229 for the fiscal year-ended June 30, 2011 (Column b) were added to the Endowment Funds' Net investment earnings, gains and losses to reflect the value of certain securities held by the Endowments that have values below cost. FIN 48 (ASC 740) FOOTNOTE: INCOME TAXES Schedule D, Part X, Line 2 The College is organized under Internal Revenue Code Section 501(c)(3), and therefore is exempt from income taxes on activities related to its exempt purpose. In addition, the College has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a) of the Code. The College accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2012 and 2011. The College's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. No interest or penalties were recognized in 2012 or 2011. The College's federal Exempt Organization Business Income Tax Returns for the fiscal years ended June 30, 2011, 2010, and 2009 remain subject to examination by the Internal Revenue Service. Reconciliation of Revenue Part XII Line 2d Excluded from revenue is the cost of goods sold relating to the Bookstore of $3,555,995 and event revenue less event expense of $66,070. Reconciliation of Revenue Part XII Line 4b Amounts awarded to students for financial aid which were excluded from Revenues per the audited financial statements. Total amount of revenue (offset) was $ 13,456,840. Reconciliation of Expenses Part XIII Line 2d Excluded from revenue is the cost of goods sold relating to the Bookstore of $3,555,995 and event revenue less event expense of $66,070. Reconciliation of Expenses Part XIII Line 4b Amounts awarded to students for financial aid which were excluded from revenues per the audited financial statements. Total amount of revenue (offset) was $13,456,840. true true true true true true true false false false false false false false false true false true Racially Nondiscriminatory Policy Schedule E Part I Line 3 All communications written and verbal affirm the nondiscrimination policy of the College. Financial aid or assistance from a governmental agency Schedule E Part I Line 6 The College receives Federal and State grants that are normally available to an institution including Federal Workstudy, SEOG, National TEACH, National Science, HRSA Nursing, and Pennsylvania grants IAG, PHEAA, National Guard, Byrd, New Economy, Chafee, Path, Wage and others. X X X X X X X true WILSON BENNETT 206 Plaza Blvd Cabot AR 72023 Phonathon false 165790 66250 99540 165790 66250 99540 PA Horse Show 13701 3500 10201 3415 35 90368 26544 63824 62655 104069 30044 74025 66070 66070 7955 true York City Police Department 50 West King Street York PA 17405 236001908 112500 FMV Partner with Campus Police to provide safety York Suburban School District 1800 Hollywood Drive York PA 17403 236005956 100000 FMV Donation in-lieu of tax for exempt property York City School District 50 West King Street York PA 17405 236004284 55625 FMV Donation in-lieu of tax for exempt property Spring Garden Township 558 South Ogontz Street York PA 17403 236003037 31700 FMV Donation in-lieu of tax for exempt property City of York 50 West King Street York PA 17405 236001908 21953 FMV Donation in-lieu of tax for exempt property 5 Unfunded merit and need based 4853 9414947 FMV Permanent and Quasi-endowed 1601 2348792 FMV Federal and State grants 286 631096 FMV York Country Day School 60 598024 FMV External sources 1760 418909 FMV Miscellaneous 245 45072 FMV Monitoring the use of grant funds Schedule I Part I Line 2 The assistance provided to governmental entities is in the form of donations in-lieu of real estate taxes. The amounts are intended to help fund services normally provided by the entities. X X X X true true X X X X false true false false false false false false false DR GEORGE W WALDNER 381147 0 0 0 34490 0 147250 0 65116 0 628003 0 0 0 C MATTHEW SMITH 193461 0 0 0 5576 0 33950 0 18733 0 251720 0 0 0 KENNETH MARTIN 179512 0 0 0 1524 0 18150 0 7619 0 206805 0 0 0 NATHANIEL COFFMAN 149436 0 0 0 2355 0 15475 0 46203 0 213469 0 0 0 DOMINIC DELLICARPINI 146210 0 0 0 276 0 14863 0 22870 0 184219 0 0 0 STACEY DAMMANN 179424 0 0 0 134 0 8271 0 240 0 188069 0 0 0 DANIEL HELWIG 167061 0 0 0 2415 0 16900 0 18644 0 205020 0 0 0 SARDARI KHANNA 152549 0 0 0 1928 0 12660 0 20769 0 187906 0 0 0 SMITH BRUCE 145175 0 0 0 1813 0 12225 0 16456 0 175669 0 0 0 FRANK MUSSANO 141750 0 0 0 792 0 38300 0 1146 0 181988 0 0 0 HOUSING ALLOWANCE Schedule J Part I Line 1a The PRESIDENT OF THE COLLEGE, DR. GEORGE WALDNER, AND THE HEADMASTER OF YORK COUNTRY DAY SCHOOL, NATHANIEL COFFMAN, ARE REQUIRED BY EMPLOYMENT AGREEMENT TO LIVE ON CAMPUS IN HOMES PROVIDED BY THE COLLEGE. Accordingly, the value of this housing is not included in the computation of taxable compensation pursuent to I.R.C. Section 119. TRAVEL FOR COMPANIONS Schedule J Part I Line 1a THE BOARD OF DIRECTORS APPROVED IN ADVANCE TRAVEL FOR THE PRESIDENT'S SPOUSE WHEN THE PRESIDENT TRAVELED ON OFFICIAL COLLEGE BUSINESS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS Schedule J Part I Line 1a THE PRESIDENT OF THE COLLEGE HAS USE OF A CAR. THE PERSONAL USE OF THE VEHICLE AND RELATED TAX REIMBURSMENT IS INCLUDED IN THE PRESIDENT'S taxable amounts on FORM W-2. HEALTH & SOCIAL CLUB DUES/INITATION FEES Schedule J Part I Line 1a THE COLLEGE MAINTAINS A MEMBERSHIP IN A COUNTRY CLUB, ITS USE BY THE COLLEGE IS PRIMARILY FOR BUSINESS PURPOSES. WRITTEN POLICY Schedule J Part I Line 1b ALL BENEFITS LISTED IN ITEM 1 ARE DETAILED IN THE EMPLOYMENT CONTRACT. PROCESS OF DETERMINING COMPENSATION Schedule J, Part I, Line 3 THE METHODS THAT YORK COLLEGE OF PENNSYLVANIA USES TO DETERMINE COMPENSATION INCLUDE: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PLEASE REFER TO SCHEDULE O FOR A MORE DETAILED DESCRIPTION OF THE COLLEGE'S PROCESS OF DETERMINING COMPENSATION. NONQUALIFIED RETIREMENT PLAN SCHEDULE J PART I LINE 4 THE PRESIDENT OF THE COLLEGE, DR. GEORGE W. WALDNER, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED 457(F) RETIREMENT PLAN. DURING FISCAL YEAR 2012, $100,750 OF THE PRESIDENT'S COMPENSATION WAS DEFERRED INTO THE 457(F) PLAN. ALL SENIOR ADMINISTRATORS ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED 457(B) DEFERRED COMPENSATION PLAN. DURING FISCAL YEAR 2012, THE PRESIDENT, CFO (C. MATTHEW SMITH) AND DEAN OF ADMINISTRATIVE SERVICES (FRANK MUSSANO) DEFERRED $22,000, $13,100 AND $22,000, RESPECTIVELY, OF THEIR COMPENSATION INTO THE 457(B) PLAN. PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NC28 2004-02-12 10721841 NEW HEALTH AND FITNESS CENTER false false false PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NC51 2004-03-01 9200000 NEW HEALTH AND FITNESS CENTER false false false PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917N8U1 2005-11-22 32689842 NEW DORMITORIES, NEW HEALTH AND FI false false false GENERAL AUTHORITY OF SOUTH EASTERN PA 232982233 84129NFD6 2007-06-05 17061253 HUMANITIES/THEATER/DORM false false false 1860000 0 10916771 805972 32334 0 153193 221471 0 9687773 0 0 2004 false false true true 600000 0 9421100 0 0 0 133226 39721 0 9248153 0 0 2005 false false true true 2805000 0 34614128 2188378 89021 0 354892 451505 0 31530335 0 0 2007 false false true true 260000 0 17647556 1609135 0 0 221357 227003 0 15591004 0 0 2008 false false true true false false false false 0 true false false false false 0 true false false false false 0 true false false false false 0 true false false false 0 true AIG-redeemed 25.7 true false true false true false 0 false 0 false true true false false 0 true TrinityPlus 27.9 true false false false false false 0 true Citigroup-redeemed 29.9 true false true Robert A Kinsley Principal & YCP Trustee 15645123 Independent contractor false Laura T Wand VP JCI & YCP Trustee 2443398 JCI supplies HVAC equip false John D Brown Principal & YCP Trustee 328379 Independent contractor false Jeffrey Hines Principal & YCP Trustee 174500 President of water utility false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART V DURING THE YEARS ENDED JUNE 30, 2012 AND 2011, THE COLLEGE PAID APPROXIMATELY $16,000,000 AND $23,000,000 RESPECTIVELY, TO CONSTRUCTION AND ARCHITECTURAL DESIGN COMPANIES OWNED BY A BOARD MEMBER OF THE COLLEGE. AS OF JUNE 30, 2012 AND 2011, APPROXIMATELY $1,482,000 AND $3,091,000 RESPECTIVELY, WERE PAYABLE TO THESE COMPANIES. ROBERT KINSLEY ROBERT KINSLEY IS THE CHAIRMAN OF KINSLEY CONSTRUCTION AND A MEMBER OF YORK COLLEGE OF PENNSYLVANIA'S BOARD OF TRUSTEES. KINSLEY CONSTRUCTION IS AN INDEPENDENT BUILDING CONTRACTOR WHICH SERVED AS THE GENERAL CONTRACTOR FOR SEVERAL PROJECTS INCLUDING THE RENOVATION OF THE BUSINESS ADMINISTRATION AND NURSING BUILDINGS DURING FISCAL YEAR 2012. LAURA WAND LAURA WAND IS THE VICE PRESIDENT OF PRODUCT MANAGEMENT AT JOHNSON CONTROLS, INC. AND A MEMBER OF YORK COLLEGE OF PENNSYLVANIA'S BOARD OF TRUSTEES. JOHNSON CONTROLS, INC. PROVIDED HVAC EQUIPMENT AND SERVICE ON SEVERAL ACADEMIC AND RESIDENTIAL BUILDINGS AT YORK COLLEGE DURING FISCAL YEAR 2012. JOHN BROWN JOHN BROWN IS THE CHIEF EXECUTIVE OFFICER OF BLOCKHOUSE COMPANY, INC. AND A MEMBER OF YORK COLLEGE OF PENNSYLVANIA'S BOARD OF TRUSTEES. BLOCKHOUSE IS AN INDEPENDENT CONTRACTOR THAT SUPPLIED DORMITORY RELATED FURNITURE TO YORK COLLEGE DURING FISCAL YEAR 2012. JEFFREY HINES JEFFREY HINES IS THE PRESIDENT OF YORK WATER COMPANY AND A MEMBER OF YORK COLLEGE OF PENNSYLVANIA'S BOARD OF TRUSTEES. DURING FISCAL YEAR 2012, YORK WATER COMPANY PROVIDED WATER UTILITY TO THE COLLEGE. X 9 453419 FMV X 1 6268 FMV X NOTE FORGIVENESS 1 53000 FMV X EQUIPMENT 1 11334 FMV 23 false true false Preparation of Form 990 Form 990, Part VI, Line 11b THE IRS Form 990 IS PREPARED INTERNALLY AND REVIEWED BY THE CHIEF FINANCIAL OFFICER (CFO). THE CFO THEN FORWARDS THE FORM 990 TO ITS INDEPENDENT AUDIT FIRM FOR REVIEW. THE FORM 990 IS DISTRIBUTED TO MEMBERS OF THE FINANCE & AUDIT COMMITTEE FOR REVIEW AND IS DISCUSSED AND APPROVED FOR FILING. THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES FOR A ONE-WEEK COMMENT PERIOD PRIOR TO FILING. SIGNIFICANT CHANGES MADE AS A RESULT OF THE REVIEW PROCESS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE INDEPENDENT AUDIT FIRM PRIOR TO SIGNING AND FILING. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c THE COLLEGE'S CONFLICT OF INTEREST POLICY INCLUDES A REQUIREMENT THAT NO TRUSTEE, OFFICER, OR KEY EMPLOYEE SHALL BECOME INVOLVED DIRECTLY OR INDIRECTLY IN ANY BUSINESS RELATIONSHIP OR TRANSACTION WITH THE COLLEGE OR RECEIVE A SUBSTANTIAL BENEFIT (5% OR MORE OWNERSHIP IN AN ORGANIZATION THAT RECEIVES $10,000 OR MORE ANNUALLY) FROM THE COLLEGE, WITHOUT DISCLOSING THE INTEREST IN SUCH RELATIONSHIP. EACH TRUSTEE, OFFICER, OR KEY EMPLOYEE SHALL HAVE THE OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT SUCH INDIVIDUAL MAY HAVE DURING HIS OR HER TENURE IN OFFICE. THIS OBLIGATION INCLUDES RELATIONSHIPS MAINTAINED BY MEMBERS OF THE INDIVIDUAL'S FAMILIES. THE COLLEGE REQUIRES EACH TRUSTEE, OFFICER, OR KEY EMPLOYEE COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE REVIEWED TO IDENTIFY POTENTIAL CONFLICTS. THE BACKGROUNDS AND ORGANIZATIONAL AFFILIATIONS OF EACH INDIVIDUAL ARE WELL KNOWN AND UNDERSTOOD BY INDIVIDUALS RESPONSIBLE FOR PROCUREMENT AND REPORTING. TRUSTEES AND OFFICERS ARE NOT ALLOWED TO VOTE ON THE APPROVAL OF CONTRACTS WITH ORGANIZATIONS TO WHICH THEY ARE AFFILIATED. THE COLLEGE-WIDE CONFLICT OF INTEREST POLICY COVERS ALL FACULTY, ADMINISTRATION AND STAFF. THIS POLICY EMPHASIZES AMONGST OTHER REQUIREMENTS, "THE FUNDAMENTAL OBLIGATION OF DISCLOSING IN WRITING (TO HIS/HER SUPERVISOR OR DEPARTMENT CHAIRPERSON) ANY RELATIONSHIP WHICH MAY BE OR APPEAR TO BE A CONFLICT OF INTEREST." EACH EMPLOYEE IS REQUIRED TO PERIODICALLY ACKNOWLEDGE, UNDERSTAND, ACCEPT AND AGREE TO COMPLY WITH THE INFORMATION CONTAINED IN THE CONFLICT OF INTEREST POLICY. FAILURE TO COMPLY WITH THE COLLEGE'S POLICY CONSTITUTES GROUNDS FOR DISCIPLINARY ACTION, UP TO AND INCLUDING DISCHARGE OF EMPLOYMENT. THE COLLEGE PERIODICALLY REVIEWS VENDOR PURCHASING DATA TO PROPERLY ACCUMULATE AND REPORT TRANSACTIONS THAT OCCUR WITH RELATED PARTIES. Process for Determining Compensation Form 990, Part VI, Line 15b THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE IS DETERMINED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR, AMONG OTHER THINGS, "AN ANNUAL EVALUATION OF THE PRESIDENT, REPORTING THE CONCLUSIONS OF THAT EVALUATION TO THE BOARD OF TRUSTEES, ALONG WITH ITS RECOMMENDATION REGARDING REAPPOINTMENT AND COMPENSATION." THE GOVERNANCE COMMITTEE EVALUATES THE PERFORMANCE OF THE PRESIDENT BY REVIEWING SUCCESS IN ACHIEVING ANNUAL GOALS SET AT THE BEGINNING OF THE FISCAL YEAR. THE COMMITTEE CONSULTS COMPARABILITY DATA OF THE COMPENSATION COMPONENTS AND RANGES OF OTHER COLLEGE PRESIDENTS IN SIMILAR SIZED COLLEGES AND UNIVERSITIES IN SIMILAR GEOGRAPHIC AREAS. THE RESULTS OF THIS REVIEW ARE DOCUMENTS IN COMMITTEE MINUTES AND THE RESULTING RECOMMENDATION IS APPROVED BY THE ENTIRE BOARD OF TRUSTEES. THE PRESIDENT EVALUATES THE PERFORMANCE OF OTHER KEY EMPLOYEES OF THE COLLEGE. THE PRESIDENT EVALUATES THE PERFORMANCE OF EACH KEY EMPLOYEE BY REVIEWING SUCCESS IN ACHIEVING ANNUAL GOALS SET AT THE BEGINNING OF EACH FISCAL YEAR. THE PRESIDENT CONSULTS COMPARABILITY DATA OF THE COMPENSATION COMPONENTS AND RANGES OF OTHER INDIVIDUALS WITH SIMILAR RESPONSIBILITIES IN SIMILAR SIZED COLLEGES AND UNIVERSITIES IN SIMILAR GEOGRAPHIC AREAS. COMPENSATION OF KEY EMPLOYEES IS EFFECTIVELY APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGETING PROCESS. How Documents are Made Available to the Public Form 990, Part VI, Line 19 THE COLLEGE WILL MAKE THE GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 UNREALIZED LOSS ON INVESTMENT: $ (1,089,737) ------------- TOTAL OTHER CHANGES IN NET ASSETS: $ (1,089,737) ============= THE HUBER FOUNDATION 441 COUNTRY CLUB ROAD YORK PA 17403 367514239 BENEFIT YCP PA 501(C)(3) 11 NA false false false true false false false false false false false false false false false false false false false THE HUBER FOUNDATION c 50000 Check