UNIVERSITY OF SCRANTON: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SCRANTON (EIN 24-0795495)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-01
- IRS object ID
- 201220619349300977
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T12:12:45-08:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795495 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SCRANTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5709416486 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J STEINMETZ CPA | Name |
| Title | VICE PRESIDENT FOR FINANCE/TREASURE | Title |
| Phone | 5709416486 | Phone |
| Date Signed | 2011-02-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK GIARDINI | Name |
| Phone | 2155614200 | Phone |
| Date Prepared | 2012-02-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REV SCOTT R PILARZ SJ | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 567353479 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.scranton.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | The University of Scranton is a Catholic and Jesuit university. It is a community dedicated to the freedom of inquiry and personal development fundamental to the growth in wisdom and integrity of all who share its life. It offers degree programs at the under-graduate and graduate levels as well as pre-professional and professional programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2961 | TotalNbrEmployees |
| Total Nbr Volunteers | 435 | TotalNbrVolunteers |
| Total Gross UBI | 64558 | TotalGrossUBI |
| Contributions Grants Prior Year | 8119355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19324788 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 173837200 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 183101536 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6408363 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7472282 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11997327 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17984698 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 200362245 | TotalRevenuePriorYear |
| Total Revenue Current Year | 227883304 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 47133043 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50854597 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 80633463 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 87214674 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 170744 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 59300 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3359248 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46971640 | OtherExpensePriorYear |
| Other Expenses Current Year | 46910210 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 174908890 | TotalExpensesPriorYear |
| Total Expenses Current Year | 185038781 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 25453355 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42844523 | RevenuesLessExpensesCY |
| Total Assets BOY | 388875813 | TotalAssetsBOY |
| Total Assets EOY | 503151380 | TotalAssetsEOY |
| Total Liabilities BOY | 154886245 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 226317289 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 233989568 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 276834091 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The University of Scranton is a Catholic and Jesuit university. It is a community | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 50854597 | Expense |
| Grants | 50854597 | Grants |
| Description | HIGHER EDUCATION; STUDENT FINANCIAL AID - TOTAL AWARDS PROCESSED BY THE FINANCIAL AID OFFICE AMOUNTED APPROXIMATELY $132,721,000 WHICH INCLUDED FEDERAL STAFFORD, PLUS AND ALTERNATIVE LOANS AND EXCEEDED 5,216 UNDUPLICATED RECIPIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 48780600 | Expense |
| Revenue | 154550257 | Revenue |
| Description | HIGHER EDUCATION; INSTRUCTION - PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO 4,100 UNDERGRADUATE AND 1,970 GRADUATE STUDENTS. THERE ARE 61 UNDERGRADUATE MAJOR PROGRAMS, 25 GRADUATE (MASTERS) LEVEL PROGRAMS, ONE DOCTORAL PROGRAM AND OVER 100 CONTINUING AND PROFESSIONAL EDUCATION PROGRAMS TAUGHT AT THE UNIVERSITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26790358 | Expense |
| Revenue | 28551279 | Revenue |
| Description | HIGHER EDUCATION; AUXILIARY SERVICES - PROVIDES DORMITORY AND FOOD SERVICES TO APPROXIMATELY 2,215 RESIDENT STUDENTS AND FOOD SERVICES TO COMMUTER STUDENTS, FACULTY, STAFF AND ADMINISTRATION. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 491362 | Higher Education; Research - Includes the cost associated with 4 federal, 1 state cost associated with 4 federal, 1 state cost associated with 4 federal, 1 state cost associated with 4 federal, 1 state |
| 1963117 | Higher Education; Public Service - Funds expended for activities established primarily expended for activities established primarily expended for activities established primarily expended for activities established primarily expended for activities established primarily |
| 7867912 | Higher Education; Academic Support - Includes expenses applicable to an integral part of the expenses applicable to an integral part of the expenses applicable to an integral part of the expenses applicable to an integral part of the |
| 5106369 | Higher Education; Library - Expenses incurred in operating a 57,000 sq ft incurred in operating a 57,000 sq ft incurred in operating a 57,000 sq ft incurred in operating a 57,000 sq ft |
| 13759879 | Higher Education; Student Services and Activities - Expenditures or activities whose Activities - Expenditures or activities whose Activities - Expenditures or activities whose Activities - Expenditures or activities whose |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 29188639 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 155614194 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 265 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2961 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN F MCNAMARA COMPTROLLER | NamePerson |
| Telephone Number | 5709417411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185104694 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| PAULA K BARRETT CPA | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| WILLIAM J BRADY | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| ELLEN H CASEY | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| CHRISTOPHER M CONDRON | |||||
| Trustee, Board Chairman | 1.00 | X | 0 | 0 | 0 |
| THOMAS J DAVIS CPA | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| LISA DENAPLES DMD | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| DONNA M DOHERTY | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MARY BETH FARRELL | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| REV JAMES DUFFY SJ MD | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MICHELE FINN | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MATTHEW GEIGER | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MARIE A GEORGE PHD | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| MICHAEL P GLINSKY ESQ | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| REV EDWARD GLYNN SJ | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| REVOTTO HENTZ SJ | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| JOSEPH J KADOW ESQ | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| EUGENE J KANE SR | |||||
| Trustee | 1.00 | X | 0 | 0 | 0 |
| JAMES J KNIPPER | |||||
| Trustee | 1 | X | |||
| LAWRENCE R LYNCH CPA | |||||
| Trustee | 1 | X | |||
| GEORGE V LYNETT JR | |||||
| Trustee | 1 | X | |||
| REV RYAN MAHER SJ | |||||
| Trustee | 1 | X | |||
| MARGARET Q MARIOTTI AUD | |||||
| Trustee | 1 | X | |||
| DENNIS J MCGONIGLE | |||||
| Trustee | 1 | X | |||
| JAMES F MULLERY JR | |||||
| Trustee | 1 | X | |||
| FRANCIS J PEARN | |||||
| Trustee, Board Vice Chairman | 1 | X | |||
| KAREN L PENNINGTON PHD | |||||
| Trustee | 1 | X | |||
| REV ROBERT E REISER SJ | |||||
| Trustee | 1 | X | |||
| REV THOMAS ROACH SJ | |||||
| Trustee | 1 | X | |||
| KATHLEEN C SANTORA ESQ | |||||
| Trustee | 1 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3169290 | TotalReportableCompFromOrg |
| Total Other Compensation | 659527 | TotalOtherCompensation |
| Number Individuals GT100 K | 81 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE QUANDEL GROUP | |||||
| 4755 LINGESTOWN ROAD | HARRISBURG | PA | 17112 | General contractor | 21914561 |
| FIRST PRIORITY | |||||
| PO BOX 2127 | WILKESBARRE | PA | 18703 | Health care provided | 11870260 |
| ARAMARK | |||||
| C/O UNIVESITY OF SCRANTON | SCRANTON | PA | 18510 | Food service provider | 8878352 |
| TIAACREF | |||||
| PO BOX 1259 | CHARLOTTE | NC | 28201 | Pension plan provider | 5784493 |
| AJ GUZZI INC | |||||
| 9 SKYLINE DRIVE UNIT 1 | CLARKS SUMMIT | PA | 18411 | General contractor | 3255147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 61 | NumberOfContractorsGT100K |
| Fundraising Events | 950788 | FundraisingEvents |
| Government Grants | 10194947 | GovernmentGrants |
| All Other Contributions | 8179053 | AllOtherContributions |
| Noncash Contributions | 1021736 | NoncashContributions |
| Total Contributions | 19324788 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| Tuition and fees | 611600 | 154550257 |
| Auxiliary enterprises | 721310 | 28551279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 183101536 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3850510 | TotalRevenueColumn |
| Exclusion | $3,850,510 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 546211 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 485536 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60675 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60675 | TotalRevenueColumn |
| Unrelated Business Revenue | 60675 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 342304473 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 338682701 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3621772 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3621772 | TotalRevenueColumn |
| Exclusion | $3,621,772 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 107970 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 950788 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 301938 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -193968 | TotalRevenueColumn |
| Exclusion | -$193,968 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Unrealized gains on investments | 523000 | 16467358 | $16,467,358 | |
| Print shop activities | 323100 | 1095797 | 1095797 | |
| Educational support services | 611710 | 550953 | 550953 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3883 | TotalRevenueColumn |
| Unrelated Business Revenue | 3883 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18117991 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227883304 | TotalRevenueColumn |
| Related Or Exempt Function Income | 184748286 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 64558 | UnrelatedBusinessRevenue |
| Exclusion | $23,745,672 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50854597 | Total |
| Program Services | 50854597 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4139090 | Total |
| Program Services | 2228627 | ProgramServices |
| Management And General | 1548386 | ManagementAndGeneral |
| Fundraising | 362077 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58874114 | Total |
| Program Services | 48938844 | ProgramServices |
| Management And General | 8464065 | ManagementAndGeneral |
| Fundraising | 1471205 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4508020 | Total |
| Program Services | 3694097 | ProgramServices |
| Management And General | 705146 | ManagementAndGeneral |
| Fundraising | 108777 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15806459 | Total |
| Program Services | 6070174 | ProgramServices |
| Management And General | 9555186 | ManagementAndGeneral |
| Fundraising | 181099 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3886991 | Total |
| Program Services | 3171460 | ProgramServices |
| Management And General | 616292 | ManagementAndGeneral |
| Fundraising | 99239 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107389 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 107389 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134495 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 134495 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89856 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 89856 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59300 | Total |
| Fundraising | 59300 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 845604 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 845604 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3041848 | Total |
| Program Services | 3041848 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 893262 | Total |
| Program Services | 170610 | ProgramServices |
| Management And General | 716891 | ManagementAndGeneral |
| Fundraising | 5761 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2862834 | Total |
| Program Services | 2202286 | ProgramServices |
| Management And General | 506202 | ManagementAndGeneral |
| Fundraising | 154346 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1747297 | Total |
| Program Services | 846325 | ProgramServices |
| Management And General | 807841 | ManagementAndGeneral |
| Fundraising | 93131 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2879756 | Total |
| Program Services | 2879609 | ProgramServices |
| Management And General | 147 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 941713 | Total |
| Program Services | 792352 | ProgramServices |
| Management And General | 122565 | ManagementAndGeneral |
| Fundraising | 26796 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182719 | Total |
| Program Services | 972342 | ProgramServices |
| Management And General | 203744 | ManagementAndGeneral |
| Fundraising | 6633 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4566187 | Total |
| Program Services | 4566187 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9762884 | Total |
| Program Services | 8625496 | ProgramServices |
| Management And General | 950213 | ManagementAndGeneral |
| Fundraising | 187175 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618358 | Total |
| Program Services | 523877 | ProgramServices |
| Management And General | 81686 | ManagementAndGeneral |
| Fundraising | 12795 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Cost of sales | 7295359 | 7295359 | 0 | 0 |
| Food service expense | 2086328 | 1811488 | 230142 | 44698 |
| Printing | 738968 | 301938 | 262397 | 174633 |
| Repairs and maintenance | 2652313 | 2504452 | 134110 | 13751 |
| Books and publications | 1520319 | 1496111 | 22737 | 1471 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2942721 | Total |
| Program Services | 2626115 | ProgramServices |
| Management And General | 50101 | ManagementAndGeneral |
| Fundraising | 266505 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185038781 | Total |
| Program Services | 155614194 | ProgramServices |
| Management And General | 26065339 | ManagementAndGeneral |
| Fundraising | 3359248 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23346761 | BOY |
| EOY | 16801561 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9115742 | BOY |
| EOY | 13983342 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2480536 | BOY |
| EOY | 2273086 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 51516 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4521429 | BOY |
| EOY | 3931478 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3298827 | BOY |
| EOY | 4146864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 361050037 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 113413615 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178634688 | BOY |
| EOY | 247636422 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92441672 | BOY |
| EOY | 130041425 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75036158 | BOY |
| EOY | 84285686 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388875813 | BOY |
| EOY | 503151380 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33818335 | BOY |
| EOY | 42721295 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1827481 | BOY |
| EOY | 307460 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5852352 | BOY |
| EOY | 6225846 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110040000 | BOY |
| EOY | 171275000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3348077 | BOY |
| EOY | 5787688 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154886245 | BOY |
| EOY | 226317289 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146370684 | BOY |
| EOY | 177117168 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35006425 | BOY |
| EOY | 43878360 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52612459 | BOY |
| EOY | 55838563 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233989568 | BOY |
| EOY | 276834091 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388875813 | BOY |
| EOY | 503151380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 42844523 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
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 | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $1,000 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $89,856 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 90856 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt II-B Line 1i | Identifier |
| Explanation | The University contracted with two consulting groups | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 28037 | RevenuesIncluded |
| Assets In Part X | 242173 | 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 |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Used regularly for teaching purposes | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 111708996 | BeginningOfYearBalance |
| Contributions | 3903772 | Contributions |
| Investment Earnings Or Losses | 22547487 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3292671 | GrantsOrScholarships |
| Other Expenditures | 4386168 | OtherExpenditures |
| Administrative Expenses | 800446 | AdministrativeExpenses |
| End Of Year Balance | 129680970 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100233075 | BeginningOfYearBalance |
| Contributions | 5829128 | Contributions |
| Investment Earnings Or Losses | 13819583 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3473969 | GrantsOrScholarships |
| Other Expenditures | 4087415 | OtherExpenditures |
| Administrative Expenses | 611406 | AdministrativeExpenses |
| End Of Year Balance | 111708996 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 112033697 | BeginningOfYearBalance |
| Contributions | 12169779 | Contributions |
| Investment Earnings Or Losses | -18262708 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3310827 | GrantsOrScholarships |
| Other Expenditures | 1984315 | OtherExpenditures |
| Administrative Expenses | 412551 | AdministrativeExpenses |
| End Of Year Balance | 100233075 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18325804 | OtherCostOrOtherBasis |
| Book Value | 18325804 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 201131023 | OtherCostOrOtherBasis |
| Depreciation | 82431014 | Depreciation |
| Book Value | 118700009 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36389465 | OtherCostOrOtherBasis |
| Depreciation | 24917639 | Depreciation |
| Book Value | 11471826 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105203745 | OtherCostOrOtherBasis |
| Depreciation | 6064962 | Depreciation |
| Book Value | 99138783 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 247636422 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Silchester International Investors | 11971730 | F |
| ABS Offshore SPC Class B | 7164322 | F |
| State Street Global Advisors | 36005125 | F |
| Grosvenor Capital Management | 11718340 | F |
| EII Global Property Fund | 6168275 | F |
| MFS International Growth, LLC | 11257894 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 84285686 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split interest agreements | $1,604,834 |
| Premiums on University bonds | $4,182,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5787688 | TotalOfAmounts |
| Total Revenue | 227883304 | TotalRevenue |
| Total Expenses | 185038781 | TotalExpenses |
| Excess Or Deficit For Year | 42844523 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 42844523 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 177816181 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 787474 | OtherRevenues |
| Revenue Not Rptd F990 | 787474 | RevenueNotRptdF990 |
| Revenue Subtotal | 177028707 | RevenueSubtotal |
| Other Revenues Not Included | 50854597 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 50854597 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 227883304 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 134971658 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 787474 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 787474 | ExpensesNotRptdF990 |
| Expenses Subtotal | 134184184 | ExpensesSubtotal |
| Other Expenses Not Included | 50854597 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 50854597 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 185038781 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt III Line 4 | The Special Collections department of the Weinberg |
| OF THE COLLECTION WAS DONATED OR ACQUIRED OVER MANY DECADES. INCLUDED IN THE COLLECTION IS A COMPONENT FOCUSING ON RARE BOOKS PRODUCED BY THE JESUIT COMMUNITY. | |
| Pt V Line 4 | The University's endowment is used to provide |
| SCHOLARSHIPS TO STUDENTS AND TO OFFSET FACULTY SALARIES AND OTHER OPERATING EXPENSES. | |
| Pt X | The University is exempt from federal income taxes |
| UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. TAX POSITIONS ARE RECOGNIZED OR DERECOGNIZED BY THE UNIVERSITY BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. | |
| Pt XII Line 2d | Rental expenses deducted from gross rent revenue |
| AND FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME ON FORM 990, PART VIII, LINES 6B AND 8B RESPECTIVELY. | |
| Pt XII Line 4b | Tuition and fee revenue offset by institutionally |
| OF THE COLLECTION WAS DONATED OR ACQUIRED OVER MANY DECADES. INCLUDED IN THE COLLECTION IS A COMPONENT FOCUSING ON RARE BOOKS PRODUCED BY THE JESUIT COMMUNITY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Line 3 | SEE SCHEDULE E, PART II THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY |
| Line 6b | THE UNIVERSITY RECEIVES OPERATING FUNDS DESIGNATED |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program services | TypeOfActivitiesConducted |
| Specific Services Provided | Missions | SpecificServicesProvided |
| Total Expenditures | 30147 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 30147 | SubtotalAmountSpent |
| Total Amount Spent | 30147 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 3 Col (F) | Identifier |
| Explanation | The University sent a delegation of administration and staff to the University of Central America (the UCA) in San Salvador, El Salvador to better understand the Jesuit mission of providing higher education in this impoverished nation. The missions group participated in educational interviews with UCA students, faculty, staff and administrators in an effort to understand how the UCA has helped El Salvador recover from its revolutionary war of the late 1980's. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| RUFFALOCODY | ||||
| Phonathon | false | 4422 | 12000 | -7578 |
| CARLA CAPONE COMPANY | ||||
| Consultant | false | 971293 | 42500 | 928793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 975715 | TotalGrossReceipts |
| Total Retained By Contractors | 54500 | TotalRetainedByContractors |
| Total Net To Organization | 921215 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PBC Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 971293 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 874573 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 96720 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 144455 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 88745 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Athletics Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 87465 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 76215 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11250 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2166 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 32906 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1100 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 26266 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 1058758 | GrossReceiptsTotal |
| Charitable Contributions Total | 950788 | CharitableContributionsTotal |
| Gross Revenue Total Events | 107970 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2166 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 177361 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 115011 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 301938 | DirectExpenseSummaryEvents |
| Net Income Summary | -193968 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | University funded grants/assistance | TypeOfGrant |
| Number Of Recipients | 3664 | NumberOfRecipients |
| Amount Of Cash Grant | 50854597 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | All University students are considered for grants and or |
| assistance. The University's Financial Aid Office | |
| evaluates each student's financial need based upon | |
| information provided on the Free Application for Federal | |
| Student Aid (FAFSA). Financial Aid Office management award | |
| merit scholarships to students who qualify based upon | |
| donor stipulations and award federal, state and private need | |
| based awards based upon federal or other guidelines. | |
| Students receiving awards provide information and | |
| participate in interviews to ensure that guidelines and | |
| residency rules and regulations are met. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| HAROLD W BAILLIEPHD | |||
| 212629 | 20962 | 17963 | 251554 |
| ABIGAIL BYMAN JD | |||
| 135704 | 14210 | 22777 | 172691 |
| VINCENT CARILLI PHD | |||
| 158668 | 15306 | 15968 | 189942 |
| PATRICIA A DAY JD | |||
| 150869 | 14431 | 7963 | 173263 |
| JEROME P DESANTO MBA | |||
| 194225 | 17292 | 20687 | 232204 |
| PATRICK LEAHY EDD | |||
| 198425 | 19423 | 20487 | 238335 |
| EDWARD J STEINMETZ CPA | |||
| 198204 | 18462 | 16768 | 233434 |
| GERALD C ZABOSKI MS | |||
| 139521 | 13769 | 16103 | 169393 |
| KENNETH R LORD PHD | |||
| 192364 | 15593 | 20587 | 228544 |
| MICHAEL O MENSAH PHD | |||
| 174400 | 17316 | 20487 | 212203 |
| JOSEPH H DREISBACH PHD | |||
| 167047 | 16782 | 22356 | 206185 |
| WILLIAM J WELSH PHD | |||
| 152732 | 14328 | 7803 | 174863 |
| S KINGSLY GNANENDRAN PHD | |||
| 183656 | 11658 | 20689 | 216003 |
| NABIL A TAMIMIPHD | |||
| 161193 | 10134 | 20689 | 192016 |
| SATYANARAYANA V PRATTIPATI PHD | |||
| 157023 | 11178 | 17975 | 186176 |
| ROBERT L MCKEAGE PHD | |||
| 147836 | 9998 | 11126 | 168960 |
| CHARLES E KRATZ MLS | |||
| 146039 | 14043 | 10524 | 170606 |
| DAVID E CHRISTIANSEN | |||
| 153282 | 15600 | 11850 | 180732 |
| PAUL F FAHEY PHD | |||
| 145473 | 14962 | 23271 | 183706 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 1a | Identifier |
| Explanation | THE UNIVERSITY PROVIDES ON-CAMPUS HOUSING FOR REV. SCOTT R. PILARZ, SJ, PRESIDENT AND REV. RICHARD G. MALLOY, SJ, VICE PRESIDENT FOR UNIVERSITY MINISTRIES. THE ESTIMATED VALUE OF HOUSING IS $14,564 AND $10,267 RESPECTIVELY. THE HOUSING VALUES ARE BASED UPON RESIDENCE HALL RATES CHARGED UNIVERSITY STUDENTS. THESE HOUSING VALUES ARE INCLUDED IN THE RESPECTIVE OFFICER'S COMPENSATION DISCLOSED IN PART VII OF THE FORM 990. THE UNIVERSITY PAYS FOR INITIATION FEES AND MONTHLY DUES FOR A MEMBERSHIP FOR THE PRESIDENT TO THE SCRANTON CLUB. THE UNIVERSITY ALSO PAYS FOR THE ANNUAL MEMBERSHIP FEES FOR THE EXECUTIVE VICE PRESIDENT IN HIS UNIVERSITY RELATIONS ROLE AT THE FOLLOWING SOCIAL CLUBS: CORNELL CLUB OF NEW YORK CITY, PYRAMID CLUB OF PHILADELPHIA, HAMILTON FARM GOLF CLUB OF GLADSTONE, NJ AND GLENMAURA NATIONAL GOLF CLUB OF MOOSIC, PA. THESE MEMBERSHIPS ARE USED BY SENIOR ADMINISTRATORS TO HOST MEETINGS WITH BUSINESS PARTNERS OF THE UNIVERSITY, BOARD MEMBERS, POTENTIAL DONORS, FACULTY AND STAFF. MEMBERSHIPS IN THESE CLUBS ALLOWS FOR RECIPRICAL USE OF OTHER RELATED VENUES WITHIN THE UNITED STATES. THESE RECIPRICAL AGREEMENTS ALLOW SENIOR ADMINISTRATION TO HOST QUALITY BUSINESS AND FUNDRAISING EVENTS OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 70917RCRA | 2006-03-02 | 57424438 | Campus Ctr and refunding | false | false | false |
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 810694H93 | 2007-10-12 | 30479254 | Construct domitory | false | false | false |
| PA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 232243852 | 70917RPW9 | 2008-04-01 | 11540071 | Current refunding | false | false | false |
| CITY OF WILKES-BARRE FINANCING AUTHORITY | |||||||
| 205684698 | 968254AX0 | 2010-09-09 | 67855761 | Science Bldg and dormitory | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 60143859 | 4374322 | 24554657 | 1220097 | 29994783 | 2007 | false | true | true | true | ||
| 30479254 | 2793400 | 695786 | 26990068 | 2008 | false | false | true | true | |||
| 11540071 | 11450977 | 89094 | 2008 | true | false | true | true | ||||
| 67855761 | 568398 | 58735980 | 2011 | false | false | false | true | 11910 | 8563293 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | true | false | true | 0.00000 | 0.00000 | 0.00000 | 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 | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| MBIA INC | |||||||
| true | false | false | true | 0.29666700 | true | false | false |
| (no name) | |||||||
| true | false | false | false | false | false | ||
| (no name) | |||||||
| true | false | false | false | false | false | ||
| (no name) | |||||||
| false | false | false | false | false | false | ||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| ExplanationExplanation |
|---|
| See Schedule O for full description of outstanding University Bond Issues |
| listed in Schedule K, Part I. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| PATRICIA A DAY JD | ||||||
| Relocation assistance | X | $3,000 | 1516 | false | true | true |
| PATRICK LEAHY EDD | ||||||
| Forgivable loan | X | $50,000 | 50000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 51516 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1130 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Receipts | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 956214 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Midpoint Hig/Low | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28037 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 569 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Receipts | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor estimate | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Lab Equipment | 1 | 6573 | Donor estimate |
| X | Prizes | 78 | 10013 | Donor estimates |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Pt I Line 32b | Form 990 | The University uses the services of a securities |
| Form 990 | broker to sell all securities received as | |
| Form 990 | charitable contributions. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (110 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-A, Line 2 | The President of the University, Rev. Scott R. |
| Pilarz, SJ and the Vice President for University | |
| Ministries, Rev. Richard G. Malloy, SJ are | |
| members of the Scranton Jesuit Community and the | |
| Maryland Province of the Society of Jesus. Other | |
| clergy that are members of the Board of | |
| Trustees may also be members of the Maryland | |
| Province of the Society of Jesus. | |
| Pt VI-B, Line 11a | The Form 990 is prepared inhouse based upon the |
| audited financial statements prepared by | |
| independent auditors. The draft Form 990 is | |
| completed by Treasurer's Office personnel and is | |
| reveiwed by the University's Treasurer before being | |
| sent to the Audit Committee for its review. The | |
| Audit Committee has a one week period to comment | |
| on the draft and appropriate changes are made | |
| based upon those comments. The revised draft is | |
| then made available to the full Board of | |
| Trustees on a University secure website. Trustees | |
| are able to comment on the draft Form 990 for a | |
| week period prior to a regularly scheduled | |
| Board meeting. At that meeting the Board | |
| formally adopts the Form 990 as final and | |
| authorizes the University Treasurer to file the | |
| Form 990 with the IRS. An identical and | |
| simultaneous process is followed to file the | |
| Form 990, Part III, Line 4d | HIGHER EDUCATION; RESEARCH - INCLUDES THE 491362. 0. 0. HIGHER EDUCATION; PUBLIC SERVICE - FUNDS 1963117. 0. 0. HIGHER EDUCATION; ACADEMIC SUPPORT - INCLUDES 7867912. 0. 0. HIGHER EDUCATION; LIBRARY - EXPENSES 5106369. 0. 0. HIGHER EDUCATION; STUDENT SERVICES AND 13759879. 0. 0. |
| Form 990, Part IX, Line 24f | OTHER EXPENSES 266505. 266505. BAD DEBT EXPENSE 312475. 312475. UNITTRUST DISBURSEMENTS 229808. 229808. EQUIPMENT (NON-DEPRECIABLE) 1210441. 1210441. DONATIONS 171236. 171236. INSTITUTIONAL MEMBERSHIPS 505794. 455693. 50101. TAXES OTHER 246462. 246462. |
| University's annual return on Form 990-T. | |
| Pt VI-B, Line 12c | The University's Secretary to the Board |
| Conflict of Interest statements. These statements | |
| are reviewed by the Secretary. The Secretary | |
| obtains additional information to opine on each | |
| disclosed potential conflict. The Secretary | |
| attends all Board meetings where actions are voted | |
| upon to ensure that individuals with potential | |
| conflicts of interest refrain from 1) participating | |
| in discussion, 2) being present during a vote or | |
| 3) voting upon the matter involving the potential | |
| or actual conflict of interest. | |
| Pt VI-B, Line 15 | The Executive Compensation Committee of the Board |
| of Trustees reviews appropriate analyses and | |
| studies prepared by the administration or | |
| external sources to aid in evaluating compensation | |
| and benefits and strategies to assure they are | |
| appropriate to attract and retain qualified | |
| personnel for senior executive administrative | |
| positions. The Committee annually reviews and | |
| approves compensation and benefits for senior | |
| administrators and officers of the University. | |
| This review includes comparable market data for | |
| positions at other higher education institutions. | |
| The Committee reports to the Executive Committee | |
| the total compensation paid the University's | |
| President and Vice Presidents. The Committee | |
| reviews the recommendations of, and advises, the | |
| President as to individual contracts that are | |
| above and beyond the scope of the University's | |
| base compensation and benefits structure. | |
| Pt VI-C, Line 19 | The University does not make its governing |
| documents, conflict of interest policy, or | |
| financial statements available to the public. | |
| in the University's annual information return on | |
| Form 990 filed with the Internal Revenue Service. | |
| This return is available to the public both | |
| on-line at "www.guidestar.com" and at the | |
| University's Treasurer's Office. | |
| Pt XII, Line 2c | The Audit Committee of the University's Board of |
| Trustees is appointed by the Board to assist the | |
| Board in the discharge of its oversight | |
| responsibilities. The Audit Committee oversees | |
| the financial reporting process to ensure the | |
| balance, transparency and integrity of published | |
| financial information. The Audit Committee | |
| also reviews the independent audit process, | |
| including recommending the appointment and | |
| assessing the performance of the external auditors. | |
| Form 990 | Both the University's President and its Vice |
| Part VII | President for University Ministries are members of |
| Lines 38 & 45 | the Society of Jesus. Members of the Society of |
| Jesus take a vow of poverty. Compensation for | |
| these University officer positions is paid | |
| directly to their order which is exempt under | |
| section 501(c)(3). Under Rev. Rul. 77-290 members | |
| of a religious order providing services to a | |
| Catholic organization will be considered for tax | |
| purposes to be an agent of the order provided; 1) | |
| the religious is subject to a vow of poverty, 2) | |
| the religious is providing services for a Catholic | |
| organization listed in the Official Catholic | |
| Directory at the direction of his superior and 3) | |
| the full amount of compensation is remitted to the | |
| tax exempt order by the organization. | |
| Schedule K, | Line A, Column (f) Description of Purpose: |
| Part I | Funding of various capital projects including |
| financing the design, construction, equipment, | |
| and furnishings of a new campus center. Advance | |
| refunding of Series 2000 University bonds and a | |
| partial advance refunding of the Series 1997 bonds. | |
| Schedule K, | Line B, Column (f) Description of Purpose: |
| Part I | Financing the constuction of a new seven story |
| residence hall. | |
| Schedule K, | Line C, Column (f) Description of Purpose: |
| Part I | Refunding of Series 2006 C and Series 2006 D debt, |
| funding of certain capital expenditures and the | |
| payment of a portion of the costs of issuing the | |
| Series 2008 bonds. | |
| Schedule K, | Line D, Column (f) Description of Purpose: |
| Part I | Financing the construction of a new Loyola Science |
| Center and a multi-purpose 400-bed residence hall. |
Comments