2012-05-14T16:54:15-05:00 2011-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2010-07-01 231177930 Ursinus College URSI 6104093000 601 East Main Street Collegeville PA 194261000 Winfield L Guilmette 2012-05-14 true 7032868000 2010 2016-02-24 21:20:13Z John Corson 601 East Main Street Collegeville PA 19426 147223411 false X www.ursinus.edu X 1869 PA THE MISSION OF URSINUS COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. 39 35 1585 0 12591 -16724 11847295 8919409 81850327 87482246 6989530 7568332 517111 569426 101204263 104539413 31801443 35582112 0 0 27810585 27752361 95545 63345 1861389 30502824 32484574 90210397 95882392 10993866 8657021 251856595 275034825 69514206 67612327 182342389 207422498 X THE MISSION OF URSINUS COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. false false 64981880 35582112 71465565 ACADEMIC INSTRUCTION: THE COLLEGE PROVIDES EDUCATION LEADING TO EITHER BACHELOR OF ARTS OR BACHELOR OF SCIENCES DEGREES TO FULL-TIME UNDERGRADUATE STUDENTS FROM VARIOUS STATES AND COUNTRIES, MOST OF WHO RESIDE IN CAMPUS RESIDENCE HALLS. THE COLLEGE ALSO PROVIDES EDUCATION LEADING TO BACHELOR OF BUSINESS ADMINISTRATION DEGREES, BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES TO PART-TIME EVENING STUDENTS. 19666394 0 16016681 STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES THAT BORDER THE COMMUNITY. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 85% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE. 84648274 true true false true false false true false true true true false false true true true false true false true false true true true false false false true true true false false false false false true true false false false true true false false false true false false false true 2496 0 true 1585 true true true false false false false true true false false false false X 39 35 false false false false false false false true true false false true true true true false false true true false PA X X JAMES E COOPER 6104093562 601 EAST MAIN STREET Collegeville PA 19426 X SPENCER FOREMAN MD 1.0 X X 0 0 0 RUTH KURISU 1.0 X 0 0 0 WILBERT ABELE 1.0 X 0 0 0 ROBERT BARCHI MD 1.0 X 0 0 0 DONALD PARLEE MD 1.0 X 0 0 0 KIM O BRIEN 1.0 X 0 0 0 PHILLIP BRACKIN MD 1.0 X 0 0 0 SCOTT RHOADES 1.0 X 0 0 0 LLEWELLYN SMITH 1.0 X 0 0 0 FREDERICK CALLAHAN 1.0 X 0 0 0 CLAUDIA HIGHBAUGH 1.0 X 0 0 0 ALAN NOVAK ESQ 1.0 X 0 0 0 ROBERT KEEHN 1.0 X 0 0 0 FRANCIS CORRELL ESQ 1.0 X 0 0 0 HENRY PFEIFFER 1.0 X 0 0 0 CYNTHIA A FISHER 1.0 X 0 0 0 CAROL HAAS 1.0 X 0 0 0 PATRICIA COSGRAVE 1.0 X X 0 0 0 JEFFREY BECK 1.0 X 0 0 0 GEOFFREY BLOOM 1.0 X 0 0 0 WILLIAM BROMLEY 1.0 X 0 0 0 MICHAEL CARTER MD 1.0 X 0 0 0 MICHAEL COLA 1.0 X 0 0 0 ROBERT L BRANT ESQ 1.0 X 0 0 0 JOHN E F CORSON 40.0 X X 123848 0 9398 REV DR HAROLD C SMITH 1.0 X 0 0 0 JOSEPH DESIMONE 1.0 X 0 0 0 KELLY FINCH 1.0 X 0 0 0 MICHAEL HARDY 1.0 X 0 0 0 JERROLD HARRIS 1.0 X 0 0 0 NINA B STRYKER ESQ 1.0 X 0 0 0 KEMI LANIYA ESQ 1.0 X 0 0 0 CAROL LAWRENCE 1.0 X 0 0 0 MICHAEL LEWIS 1.0 X 0 0 0 J ROBERT LOVETT 1.0 X 0 0 0 NANCY OPALACK 1.0 X 0 0 0 CARL V BUCK III ESQ 1.0 X 0 0 0 WILLIAM WARDEN 1.0 X 0 0 0 MICHAEL C MARCON 1.0 X 0 0 0 WINFIELD L GUILMETTE 40.0 X 183256 0 17322 RICHARD DIFELICIANTONIO 40.0 X 178211 0 32681 JUDITH T LEVY 40.0 X 168480 0 23091 JILL A MARSTELLER 40.0 X 241904 0 19473 JOHN P KING 40.0 X 145750 0 45333 JAMES L BAER 40.0 X 129761 0 25335 PETER F SMALL 40.0 X 113574 0 12573 ANNETTE V LUCAS 40.0 X 113490 0 26604 CONSTANCE L MURPHY 40.0 X 114741 0 24430 JOHN R STRASSBURGER 1.0 X 643527 0 36999 2156542 0 273239 21 true true false Sodexo Inc Affiliates 9801 Washingtonian Boulevard GAINESVILLE VA 20878 Food services 4036458 Dell Financial Services One Dell Way ROUND ROCK TX 78682 Laptop computers 1210075 ISS Facilities Services 1 Eves Drive Ste 108 MARLTON NJ 08053 Janitorial services 1042493 Warfel Construction Co 1110 Enterprise Road EAST PETERSBURG PA 17520 CONSTR CONTRACTOR 2834023 United Healthcare Insurance Co 5901 Lincoln Drive EDINA MN 55436 HEALTH INSURANCE 1704591 48 43168 1497469 7378772 651735 8919409 ACADEMIC INSTRUCTION - TUITION AND FEES 900099 71036515 71036515 ACADEMIC INSTRUCTION - AUXILIARY ENTERPRISES 900099 429050 429050 STUDENT SERVICES - ROOM AND BOARD 900099 15927579 15927579 STUDENT SERVICES-AUXILIARY ENTERPRISES 900099 89102 89102 87482246 3125758 3125758 0 0 46916278 1000 42474704 4441574 1000 4442574 4442574 161665 43168 209294 -47629 -47629 0 0 MISCELLANEOUS REVENUE 900099 617055 604464 12591 617055 104539413 88086710 12591 7520703 0 34050796 34050796 1531316 1531316 0 1239274 394937 568501 275836 0 20134032 17730536 1662863 740633 1349498 1181187 118041 50270 3294144 2793227 350882 150035 1735413 1467323 185581 82509 0 191344 191344 169167 169167 1334 1334 63345 63345 430099 430099 1348068 1025933 306785 15350 11736 11536 200 2532380 1876121 456952 199307 1737117 1568167 168950 0 9147467 8733323 414144 1024083 915114 81664 27305 0 89992 72813 10955 6224 2430385 2430385 0 3723828 3422416 301412 675276 337856 287664 49756 FOOD SERVICE 4351792 4258466 73759 19567 INSTRUCTION/CAMPUS PROGRAMS 2485556 2304744 37522 143290 EQUIPMENT/FURNITURE/FIXTURES 713059 310584 399365 3110 LIBRARY MATERIALS 406681 406681 0 0 DUES/REFERENCES/SUBSCRIPTIONS 213608 99147 90196 24265 801602 156051 634964 10587 95882392 84648274 9372729 1861389 6750 6750 11748993 12232025 2392761 1672864 1595637 1060497 0 10068 2175480 1982512 1509059 1835782 175128771 53560556 119880904 121568215 92863194 113022073 18013519 20046089 1670298 1597950 251856595 275034825 8335933 7741647 778191 796002 49469171 48424494 10930911 10650184 69514206 67612327 X 94983211 108115661 13636752 20375048 73722426 78931789 182342389 207422498 251856595 275034825 X 8657021 16423088 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true 1334 1334 false Part II-B, Line 1i Schedule C Ursinus College provided $1,334 to Juniata College for Advocacy Support for Higher Ed/Basic Ed related to the Science in Motion Grant. Juniata College is the leader of a coalition of 12 Pennsylvania colleges and universities who take part in the Science in Motion program, which uses state grant funds to support mobile science labs that provide programs and equipment to middle schools and high schools in over 200 school districts in the Commonwealth. 130075 130075 X X X X false 100251070 2494549 23648053 2430704 3894599 430099 119638270 91729268 3196968 11937832 2347347 3863150 402501 100251070 115656893 2594260 -20063615 2282376 3881646 294248 91729268 0.20000 0.65000 0.15000 true false 567618 567618 139122621 39085254 100037367 13998694 9963308 4035386 5712543 4511994 1200549 15727295 0 15727295 121568215 GOLDMAN SACHS DISTR FUND LP 833732 F KOCH TRUST: HARVARD MANAGEMENT 913191 F LIFE INSURANCE CASH VALUE 710626 F LINCOLN ANNUITY-DAVIS #2 274334 F MCCAUSLAND CGA-INS POLICIES 109012 F MS:GLENMEDE TR-BWOOD CHR 225996 F OAKTREE CAPITAL MGT DISTR FUND 2597934 F TECHNOLOGY LEADERS II & III 9538 F UBP-SELECTINVEST ARBITRAGE FD 1300730 F OTHER 9331 F HC TOTAL RETURN II OFFSHORE FD 5072562 F HELD BY OTHERS: CLAMER 7428760 F HELD BY OTHERS: PATTERSON 476165 F HELD BY OTHERS: SUPERBIBIGHAUS 84178 F 20046089 0 STUDENT LOANS/GRANTS 1620615 ANNUITY REQUIREMENTS 7375265 ASSET RETIREMENT OBLIGATION 1654304 10650184 104539413 95882392 8657021 16097245 325843 16423088 25080109 85656600 16097245 -34759253 -18662008 104318608 430099 -209294 220805 104539413 60576491 209294 209294 60367197 430099 35085096 35515195 95882392 Schedule D, Part III THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. SCHEDULE D, PART V ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. SCHEDULE D, PART XI, LINE 8 RECONCILIATION OF CHANGE IN NET ASSETS $325,843. - FOR THE COLLEGE'S ANNUITIES PAYABLE, ADJUSTMENTS RELATED TO CHANGES IN ESTIMATES OF FUTURE PAYMENTS TO BENEFICIARIES AND ACTUARIAL ASSUMPTIONS ARE RECORDED AS ACTUARIAL GAINS OR LOSSES. SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF REVENUE $-35,085,096. - GRANTS FOR STUDENT FINANCIAL AID PROVIDED BY THE COLLEGE ARE SHOWN ON THE FORM 990 AS AN EXPENSE, AND ON THE AUDITED FINANCIAL STATEMENTS AS A DISCOUNT TO REVENUE. $325,843. - FOR THE COLLEGE'S ANNUITIES PAYABLE, ADJUSTMENTS RELATED TO CHANGES IN ESTIMATES OF FUTURE PAYMENTS TO BENEFICIARIES AND ACTUARIAL ASSUMPTIONS ARE RECORDED AS ACTUARIAL GAINS OR LOSSES. SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF REVENUE $209,294. - FUNDRAISING DIRECT EXPENSES SHOWN ON PART VIII, LINE 8B ARE INCLUDED IN OPERATING EXPENSES ON THE COLLEGE'S FINANCIAL STATEMENTS. SCHEDULE D, PART XIII, LINE 2D RECONCILIATION OF EXPENSES $209,294. - FUNDRAISING DIRECT EXPENSES SHOWN ON PART VIII, LINE 8B ARE INCLUDED IN OPERATING EXPENSES ON THE COLLEGE'S FINANCIAL STATEMENTS. SCHEDULE D, PART XIII, LINE 4B RECONCILIATION OF EXPENSES $35,085,096. - GRANTS FOR STUDENT FINANCIAL AID PROVIDED BY THE COLLEGE ARE SHOWN ON THE FORM 990 AS AN EXPENSE, AND ON THE AUDITED FINANCIAL STATEMENTS AS A DISCOUNT TO REVENUE. FIN 48 FOOTNOTE SCHEDULE D, PART X, LINE 2 THE COLLEGE ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH ASC 740, INCOME TAXES (FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE COLLEGE DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART 1, LINE 3 RACIALLY NONDISCRIMINATORY POLICY: THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. SCHEDULE E, PART 1, LINE 6A URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S.DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: PERKINS STUDENT LOAN PROGRAM; COLLEGE WORK STUDY PROGRAMS; AND THE PELL GRANT PROGRAM. true Central America and the Caribbean Grantmaking 11900 East Asia and the pacific Grantmaking 573412 Europe (Including Iceland and Greenland) Grantmaking 764127 Middle East and North Africa Grantmaking 40676 North America Grantmaking 60976 South America Grantmaking 56475 Sub-Saharan Africa Grantmaking 23750 Central America and the Caribbean Program Services Study Abroad 15600 East Asia and the pacific Program Services Study Abroad 474620 Europe (Including Iceland and Greenland) Program Services Study Abroad 1086110 Middle East and North Africa Program Services Study Abroad 26843 South America Program Services Study Abroad 49825 Sub-Saharan Africa Program Services Study Abroad 11790 Europe (Including Iceland and Greenland) Program Services Faculty Development 20718 Middle East and North Africa Program Services Faculty Development 2502 North America Program Services Faculty Development 5395 Central America and the Caribbean Program Services Investments 9804958 13029677 13029677 Tuition, fees, room & board for Ursinus College Cent. America/Caribbean 3 11900 std acct cr FMV Tuition, fees, room & board for Ursinus College East Asia/Pacific 34 384950 std acct cr FMV Tuition, fees, room & board for Ursinus College Europe/Iceland/Greenland 70 701175 std acct cr FMV Tuition, fees, room & board for Ursinus College Middle East/North Africa 2 19250 std acct cr FMV Tuition, fees, room & board for Ursinus College South America 5 56475 std acct cr FMV Tuition, fees, room & board for Ursinus College Sub-Saharan Africa 2 23750 std acct cr FMV Tuition, fees, room & board for foreign students East Asia and the pacifi 7 188462 std acct cr FMV Tuition, fees, room & board for foreign students Europe/Iceland/Greenland 2 62952 std acct cr FMV Tuition, fees, room & board for foreign students Middle East/North Africa 1 21426 std acct cr FMV Tuition, fees, room & board for foreign students North America 3 60976 std acct cr FMV true false true true false false Pt I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS URSINUS COLLEGE PROVIDED GRANTS TOTALING $1,197,500 TO 116 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, ROOM AND BOARD FOR STUDY ABROAD PROGRAMS IN VARIOUS REGIONS. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS WHILE THE STUDENTS ARE ABROAD. URSINUS COLLEGE PROVIDED GRANTS TOTALING $333,816 TO 13 FOREIGN STUDENTS FOR TUITION, FEES, ROOM AND BOARD TO ATTEND URSINUS COLLEGE. FOREIGN STUDENTS ARE AWARDED GRANTS BASED ON MERIT AND NEED PRIOR TO ARRIVING AT URSINUS COLLEGE. THESE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNT AT URSINUS. PART I, LINE 3, COLUMN (F) ACCOUNTING METHOD AND ALLOCATION OF INDIRECT EXPENSES THE EXPENDITURES ON SCHEDULE F, PART I ARE ON AN ACCRUAL BASIS. FOR GRANTMAKING ACTIVITIES, THE EXPENSES REPRESENT FINANCIAL AID POSTED TO THE STUDENTS' ACCOUNTS. THESE EXPENSES DO NOT INCLUDE ANY INDIRECT COSTS. FOR PROGRAM SERVICE - STUDY ABROAD ACTIVITIES, THE EXPENSES LISTED ARE PRIMARILY MADE UP OF INVOICES PAID TO VENDORS THAT ADMINISTER STUDY ABROAD PROGRAMS. THESE EXPENSES DO NOT INCLUDE ANY INDIRECT COSTS. FOR PROGRAM SERVICE - FACILITY DEVELOPMENT ACTIVITIES, THE EXPENSES REPRESENT PAYMENT ON BEHALF OF/REIMBURSEMENTS TO FACULTY FOR TRAVEL TO CONFERENCES AND FOR RESEARCH OVERSEAS. THESE EXPENSES DO NOT INCLUDE ANY INDIRECT COSTS. X X X X X X true Marts Lundy Database Analysis false 0 13875 0 The Solstice Group Training & Development false 0 49470 0 0 63345 0 Swim Lessons 41388 0 41388 0 Golf Outing 29240 12825 16415 9040 3282 10 66726 66726 22940 137354 12825 124529 9040 26222 35262 89267 SCHEDULE G, PART I THE PROFESSIONAL FUNDRAISING AGREEMENTS ENTERED INTO DURING THE YEAR PROVIDE FOR THE PAYMENT OF FEES AND ALSO FOR THE PAYMENT OF FUNDRAISING EXPENSES. ACCORDING TO THE INVOICES, THE FOLLOWING FUNDRAISING EXPENSES WERE PAID: SOLSTICE GROUP $4,830 true Financial Aid - SUMMER PROGRAMS 129 78860 FMV HOUSING SCHOLARSHIPS AND FINANCIAL AID 1683 33721736 FMV TUITION,FEES,ROOM Stipends 91 250200 FMV GRANTS PROCEDURES PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS URSINUS COLLEGE PROVIDED GRANTS TOTALING $78,860 TO 129 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $33,721,736 TO 1,683 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, ROOM AND BOARD FOR THE ACADEMIC YEAR 2010-11. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $250,200 TO 91 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. X X X false true X X X X false true false false false false false false false WINFIELD L GUILMETTE 183256 0 0 0 0 0 12644 0 4678 0 200578 0 0 0 JOHN P KING 145750 0 0 0 0 0 10402 0 34931 0 191083 0 0 0 JAMES L BAER 129761 0 0 0 0 0 9453 0 15882 0 155096 0 0 0 RICHARD DIFELICIANTONIO 158236 0 0 0 19975 0 11725 0 20956 0 210892 0 0 0 JUDITH T LEVY 168480 0 0 0 0 0 12005 0 11086 0 191571 0 0 0 JILL A MARSTELLER 228102 0 0 0 13802 0 17150 0 2323 0 261377 0 0 0 JOHN R STRASSBURGER 265104 0 0 0 378423 0 12863 0 24136 0 680526 0 0 0 SCHEDULE J, PART I, LINE 1A FOR A PORTION OF THE YEAR, HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING OR CLEANING WAS TREATED AS TAXABLE COMPENSATION. THE COLLEGE ALSO PROVIDES PAYMENT OF THE PRESIDENT'S COUNTRY CLUB DUES. THIS PAYMENT IS INCLUDED IN THE PRESIDENT'S FORM W-2. THE COLLEGE IS CONSIDERING THE ADOPTION OF A POLICY REGARDING PAYMENT/REIMBURSEMENT OF EXPENSES. DR. STRASSBURGER PARTICIPATED IN A SERP AND $360,000 WAS TREATED AS REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B (III). PHEFA 232243852 70917N2Q0 2003-10-21 40723967 Perf. Arts Ctr & Facilities false false false PHEFA 232243852 70917PFZ7 2006-02-01 14164259 Residence Hall & Facilities false false false 25480000 0 41024185 1366010 0 27852895 522540 1179935 10102740 0 0 2004 true true true true 0 0 14455112 1243576 0 0 443329 703986 0 12064149 0 0 2007 false false true true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false false false NA 0. false false false false false false false true JP Morgan 0. false true false false false JILL A MARSTELLER X 19607 10068 false false true 10068 blank per instructions blank per instructions 79000 tuition & fees X 13 130075 Estimated value X 19510 Estimated value X 525 Selling price X 37 473566 FMV @ date of gift X 2 12630 Estimated value X 1 4100 Estimated value X Art Supplies 1 350 Selling price X Athletic training/equipment 3 10780 Selling price X Gift Cards 4 199 Cost false true false FORM 990, PART VI, SECTION B, LINE 11B. THE COMPLETED FORM 990 IS DISTRIBUTED AND REVIEWED PRIOR TO FILING AT A SPECIALLY-CONVENED MEETING OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES OR OFFICERS COMPLETE A CONFLICT OF DISCLOSURE STATEMENT ANNUALLY. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION, OR BE PRESENT AT THE TIME OF VOTE. FORM 990, PART VI, SECTION B, LINES 13 AND 14 THE COLLEGE IS CONSIDERING THE ADOPTION OF A DOCUMENT RETENTION AND DESTRUCTION POLICY. THE BOARD ADOPTED IN MARCH 2012 A WHISTLEBLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER OF URSINUS COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE PRESIDENT, CHIEF ACADEMIC OFFICER, CHIEF BUSINESS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF ENROLLMENT OFFICER, AND DEAN OF STUDENT LIFE. THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS IN THE OTHER CENTENNIAL CONFERENCE COLLEGES: BRYN MAWR, DICKINSON, FRANKLIN & MARSHALL, GETTYSBURG, HAVERFORD, MCDANIEL, MUHLENBERG, SWARTHMORE AND WASHINGTON. THE STUDY PRESENTS THE DATA AS BOTH TABLES AND GRAPHS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT FOR THE OTHER OFFICERS. THE STUDY PREPARED BY THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER IS PROVIDED TO THE CHAIR OF THE BOARD AS SUPPORTING DOCUMENTATION FOR THE DISCUSSION OF COMPENSATION IN THE EXECUTIVE COMMITTEE MEETING. THE RESULTS OF THE DELIBERATION PROCESS WERE DOCUMENTED IN EMPLOYMENT LETTERS SENT TO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. FORM 990, PART XI LINE 5 OTHER CHANGES IN NET ASSETS UNREALIZED GAIN $16,097,245 ACTUARIAL GAIN ON ANNUITY LIABILITIES $325,843 -------------- OTHER CHANGES IN NET ASSETS $16,423,088 A & J B Charitable Remainder Unitrust PO Box 1000 Collegeville PA 194261000 256741464 CRUT PA Trust 54409 1.00000 R & J B Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 351866676 CRUT PA Trust 41800 1.00000 LBB Unitrust PO Box 1000 Collegeville PA 194261000 237908029 CRUT PA Trust 518489 1.00000 FKB I Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 237792047 CRUT PA Trust 293567 1.00000 FKB 2 Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 237876947 CRUT PA Trust 127225 1.00000 MB Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 237977969 CRUT PA Trust 57265 1.00000 NBC Charitable Remainder Unitrust 2003 PO Box 1000 Collegeville PA 194261000 061707189 CRUT PA Trust 93808 1.00000 TG & NBD Unitrust #1 PO Box 1000 Collegeville PA 194261000 046609384 NIMCRUT MA Trust 477507 1.00000 B & K H CRUT PO Box 1000 Collegeville PA 194261000 237985311 CRUT PA Trust 90662 1.00000 TG & NBD Irrevocable Unitrust #2 PO Box 1000 Collegeville PA 194261000 351877131 NIMCRUT PA Trust 274334 1.00000 JRH III CRUT PO Box 1000 Collegeville PA 194261000 206592857 CRUT PA Trust 149584 1.00000 DEP Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 351843690 NIMCRUT PA Trust 311005 1.00000 DE & J P CRAT 2003 PO Box 1000 Collegeville PA 194261000 206150264 CRAT PA Trust 9200 1.00000 DE & J P CRAT 2004 PO Box 1000 Collegeville PA 194261000 202431466 CRAT PA Trust 9267 1.00000 D & J P CRAT 2005 PO Box 1000 Collegeville PA 194261000 203933584 CRAT PA Trust 9450 1.00000 D & J P CRAT 2006 PO Box 1000 Collegeville PA 194261000 205953832 CRAT PA Trust 8829 1.00000 D & J P CRAT 2007 PO Box 1000 Collegeville PA 194261000 266092894 CRAT PA Trust 9322 1.00000 D & J P CRAT 2008 PO Box 1000 Collegeville PA 194261000 266419431 CRAT PA Trust 9391 1.00000 D & J P CRAT 2009 PO Box 1000 Collegeville PA 194261000 276425823 CRAT PA Trust 10580 1.00000 D & J P CRAT 2010 PO Box 1000 Collegeville PA 194261000 276941685 CRAT PA Trust 10310 1.00000 R & S R CRUT PO Box 1000 Collegeville PA 194261000 256681759 CRUT PA Trust 77582 1.00000 RT & KKS Irrevocable Trust PO Box 1000 Collegeville PA 194261000 351924645 CRUT PA Trust 66090 1.00000 EC & NBS Unitrust PO Box 1000 Collegeville PA 194261000 356513280 CRUT IN Trust 57629 1.00000 A & J S Unitrust PO Box 1000 Collegeville PA 194261000 256669326 CRUT PA Trust 247320 1.00000 JS Fam CRUT PO Box 1000 Collegeville PA 194261000 207128566 NICRUT PA Trust 62409 1.00000 AGS CRUT 2004 PO Box 1000 Collegeville PA 194261000 202431457 CRUT PA Trust 48184 1.00000 MHT CRUT 2004 PO Box 1000 Collegeville PA 194261000 201937936 CRUT PA Trust 43146 1.00000 ASW CRUT 2004 PO Box 1000 Collegeville PA 194261000 566640458 CRUT CA Trust 360258 1.00000 ASW CRUT 2009 PO Box 1000 Collegeville PA 194261000 276070341 CRUT CA Trust 619139 1.00000 Ursinus College Pooled Income Fund Trust PO Box 1000 Collegeville PA 194261000 236732370 PIF PA Trust 480979 1.00000 false false false false false false false false false false false false false false false false false false