IMMACULATA UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- IMMACULATA UNIVERSITY (EIN 23-1352648)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-02
- IRS object ID
- 201221239349300347
- Schema version
- 2010v3.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-02T15:52:16-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352648 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMACULATA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IMMA | NameControl |
| Phone | 6106474400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CATHOLIC CONFERENCE | AddressLine1 |
| City | IMMACULATA | City |
| State | PA | State |
| ZIP Code | 193450631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer Sauer | Name |
| Title | Vice President for Finance & Admin. | Title |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Grant Thornton | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sister Patricia Fadden | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 King Rd | AddressLine1 |
| City | Immaculata | City |
| State | PA | State |
| ZIP Code | 19345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64973793 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IMMACULATA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS DIRECTED PRIMARILY TOWARD LIBERAL AND PROFESSIONAL EDUCATION. PLEASE SEE ATTACHMENT 2 FOR FURTHER DETAILS ON THE UNIVERSITY'S MISSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1571 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2756541 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2787001 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 54065039 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 61101571 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 935377 | InvestmentIncomePriorYear |
| Investment Income Current Year | 872409 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 547863 | OtherRevenuePriorYear |
| Other Revenue Current Year | 182305 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58304820 | TotalRevenuePriorYear |
| Total Revenue Current Year | 64943286 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9747993 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12073736 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23978039 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26932776 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 975872 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21774008 | OtherExpensePriorYear |
| Other Expenses Current Year | 22776707 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55500040 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61783219 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2804780 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3160067 | RevenuesLessExpensesCY |
| Total Assets BOY | 88954662 | TotalAssetsBOY |
| Total Assets EOY | 90976263 | TotalAssetsEOY |
| Total Liabilities BOY | 55829708 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53240738 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33124954 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37735525 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IMMACULATA UNIVERSITY (THE UNIVERSITY), IS A CATHOLIC UNIVERSITY FOUNDED FOR WOMEN IN 1920 BY THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY (THE CONGREGATION). THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS DIRECTED PRIMARILY TOWARD LIBERAL AND PROFESSIONAL EDUCATION. EFFECTIVE FALL 2005, THE UNIVERSITY EXPANDED ITS MARKET IN HIGHER EDUCATION TO INCLUDE BOTH MEN AND WOMEN IN ITS TRADITIONAL UNDERGRADUATE PROGRAM. THE UNIVERSITY, TO ATTAIN THE GOAL OF DEVELOPING THE WHOLE PERSON OF ANY FAITH WITHIN A CATHOLIC COMMUNITY, ENCOURAGES THE STUDENT TO SEE IN LIBERAL EDUCATION AN INTEGRATIVE PROCESS CONTRIBUTING TO THE FORMATION OF A TRULY EDUCATED PERSON: VALUE-ORIENTED AND COMMITTED TO SEEKING IN TRUTH, PROMOTING JUSTICE, AND FOSTERING PEACE. THE UNIVERSITY OFFERS COURSES IN DISTANCE AND ON-LINE INSTRUCTION IN ADDITION TO ON-CAMPUS AND OFF-SITE GRADUATE AND UNDERGRADUATE PROGRAMS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 39153002 | Expense |
| Grants | 11811397 | Grants |
| Revenue | 54570390 | Revenue |
| Description | To educate and provide related services to students. In the fall of 2010, this program benefitted 4,456 students, of whom 2,917 were enrolled full time. In the spring of 2011, this program benefitted 4,401 students, 2,875 of whom were enrolled full time. This program also contributed toward the graduation of 848 students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4229837 | Expense |
| Grants | 158896 | Grants |
| Revenue | 3358612 | Revenue |
| Description | To provide living quarters for students. On an annualized basis, this program benefitted 504 students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3222909 | Expense |
| Grants | 103443 | Grants |
| Revenue | 2498210 | Revenue |
| Description | To provide meals to students. On an annualized basis, this program benefitted 524 students. | Description |
Activity Other ActivityOther (4 entries)
| RevenueRevenue | DescriptionDescription |
|---|---|
| 310961 | Food Service- Catering |
| 238833 | Food Service- Cash Receipts |
| 102490 | Bookstore Commission |
| 22075 | Vending and Non Credit Workshops |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 674359 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 46605748 | 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 | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | 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 | false | 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 | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 100 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1571 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JENNIFER SAUER | NamePerson |
| Telephone Number | 6106474400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 KING RD | AddressLine1 |
| City | IMMACULATA | City |
| State | PA | State |
| ZIP Code | 19345 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Sister Lorraine McGrew IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Mary Anne Bednar IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Peggy A Behm | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Phyllis Bellopede | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Elaine de Chantal Brookes IH | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Reverend George Bur SJ | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Anthony Cellucci | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Patricia Dailey IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Carolyn M Dimick IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Frank A Farnesi | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Anita Patrick Gallagher IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Marie Esther Hart IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Brian M Hartline | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Gregory G Karabin | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Charles Kerrigan | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Brian G McElwee | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Marion A McGowan | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Eileen M McGuigan IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Anne B McGuire IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Henry J McHugh | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Patricia Mengel IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Joanne Ralph IHM | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Maryann Hammeke Romeo | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Sister Joan Rychalsky | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Joseph F Wusinich III | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| A J Gabriele | |||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | ||
| The Honorable Thomas A Pitt Jr | |||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | ||
| Edward Roach | |||||||
| Trustee Emeriti | 2.0 | X | 0 | 0 | 0 | ||
| Sister Donna Shallo IHM | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| Sister Mary Smith IHM | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| BARBARA LETTIERE | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| MAUREEN H MCCULLOUGH | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| SISTER RITA JAMES MURPHY IHM | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| THOMAS J FORD | |||||||
| VP FOR FINANCE AND ADMIN | 40.0 | 176417 | 0 | 22042 | X | ||
| THERESA GRENTZ | |||||||
| VP UNIVERSITY ADVANCEMENT | 40.0 | 135838 | 0 | 24110 | X | ||
| STEPHEN PUGLIESE | |||||||
| VP STUDENT DEVELOPMENT & ENGAG | 40.0 | 133557 | 0 | 15783 | X | ||
| ROBERT COLE | |||||||
| VP UNIVERSITY COMMUNICATIONS | 40.0 | 53772 | 0 | 6237 | X | ||
| SISTER R PATRICIA FADDEN | |||||||
| PRESIDENT | 40.0 | 0 | 0 | 0 | X | ||
| SISTER ANN HEATH | |||||||
| VP ACADEMIC AFFAIRS | 40.0 | 0 | 0 | 0 | X | ||
| SISTER MARIE HUBERT KEALY IHM | |||||||
| SECRETARY | 40.0 | 0 | 0 | 0 | X | ||
| JANET FENTON KANE | |||||||
| DEAN COLLEGE OF GRAD STUDIES | 40.0 | 114034 | 0 | 31860 | X | ||
| KEVIN MCINTYRE | |||||||
| DEAN OF ENROLLMENT MGMT | 40.0 | 112279 | 0 | 18059 | X | ||
| JED YALOF | |||||||
| PROFESSOR | 40.0 | 120415 | 0 | 32233 | X | ||
| WILLIAM CARR | |||||||
| PROFESSOR | 40.0 | 114187 | 0 | 14251 | X | ||
| FRANCIS MARTIN | |||||||
| PROFESSOR | 40.0 | 112880 | 0 | 15150 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1073379 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 179725 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| SUNGARD HIGHER EDUCATION | |||||
| 2300 MAITLAND CENTER PARKWAY SUITE | MAITLAND | FL | 32751 | CONSULTANT | 3036217 |
| ARAMARK CORPORATION | |||||
| PO BOX 198532 | ATLANTA | GA | 303848532 | SERV/FAC MGMT | 2861569 |
| CHESTER VALLEY ENGINEERS INC | |||||
| 83 CHESTNUT ROAD | PAOLI | PA | 19301 | MGMT | 1848643 |
| CANON BUSINESS SOLUTIONS INC | |||||
| 15004 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | MGMT | 417059 |
| STUMPO CONSTRUCTION INC | |||||
| 10 COLWELL LANE SUITE 100 | CONSHOHOCKEN | PA | 19428 | CONSTRUCTION | 295905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Fundraising Events | 49000 | FundraisingEvents |
| Government Grants | 904144 | GovernmentGrants |
| All Other Contributions | 1833857 | AllOtherContributions |
| Total Contributions | 2787001 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION/FEES | 900099 | 54570390 | 54570390 |
| RESIDENT HALLS | 900099 | 3358612 | 3358612 |
| STUDENT BOARD PLAN | 900099 | 2498210 | 2498210 |
| FOOD SVCS-CATERING | 900099 | 310961 | 310961 |
| IU CASH RECEIPTS | 900099 | 238833 | 238833 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124565 | TotalRevenueColumn |
| Related Or Exempt Function Income | 124565 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 61101571 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 872409 | TotalRevenueColumn |
| Exclusion | $872,409 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 290577 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30507 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 260070 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 260070 | TotalRevenueColumn |
| Exclusion | $260,070 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FORFEIT STUDENT DEPOSITS | 900099 | 21376 | 21376 |
| TRANSCRIPT INCOME | 900099 | 22276 | 22276 |
| PARKING FEE | 812930 | 48240 | 48240 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -169657 | TotalRevenueColumn |
| Related Or Exempt Function Income | -169657 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -77765 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64943286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61023806 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,132,479 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12073736 | Total |
| Program Services | 12073736 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715387 | Total |
| Program Services | 161544 | ProgramServices |
| Management And General | 381404 | ManagementAndGeneral |
| Fundraising | 172439 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20211969 | Total |
| Program Services | 16277601 | ProgramServices |
| Management And General | 3484902 | ManagementAndGeneral |
| Fundraising | 449466 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 968436 | Total |
| Program Services | 700256 | ProgramServices |
| Management And General | 239838 | ManagementAndGeneral |
| Fundraising | 28342 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3554038 | Total |
| Program Services | 2714506 | ProgramServices |
| Management And General | 722249 | ManagementAndGeneral |
| Fundraising | 117283 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1482946 | Total |
| Program Services | 1247965 | ProgramServices |
| Management And General | 202303 | ManagementAndGeneral |
| Fundraising | 32678 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196892 | Total |
| Management And General | 196892 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117458 | Total |
| Management And General | 117458 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3742962 | Total |
| Program Services | 2579117 | ProgramServices |
| Management And General | 1130247 | ManagementAndGeneral |
| Fundraising | 33598 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 947361 | Total |
| Program Services | 146404 | ProgramServices |
| Management And General | 800957 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6301935 | Total |
| Program Services | 4523439 | ProgramServices |
| Management And General | 1670893 | ManagementAndGeneral |
| Fundraising | 107603 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3459390 | Total |
| Management And General | 3459390 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348608 | Total |
| Program Services | 225653 | ProgramServices |
| Management And General | 102908 | ManagementAndGeneral |
| Fundraising | 20047 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2249315 | Total |
| Program Services | 1731973 | ProgramServices |
| Management And General | 517342 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4248390 | Total |
| Program Services | 3271260 | ProgramServices |
| Management And General | 977130 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428444 | Total |
| Program Services | 366482 | ProgramServices |
| Management And General | 61962 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAINT. | 542782 | 442002 | 94434 | 6346 |
| SISTERS RESIDENCE EXPENSE | 193170 | 143810 | 41290 | 8070 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61783219 | Total |
| Program Services | 46605748 | ProgramServices |
| Management And General | 14201599 | ManagementAndGeneral |
| Fundraising | 975872 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4676247 | BOY |
| EOY | 4415475 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370013 | BOY |
| EOY | 132712 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799102 | BOY |
| EOY | 2012257 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517984 | BOY |
| EOY | 520022 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641899 | BOY |
| EOY | 786757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 116738586 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57367022 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58929134 | BOY |
| EOY | 59371564 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21200139 | BOY |
| EOY | 23041495 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820144 | BOY |
| EOY | 695981 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88954662 | BOY |
| EOY | 90976263 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4161032 | BOY |
| EOY | 3179898 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3447299 | BOY |
| EOY | 3377454 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38214922 | BOY |
| EOY | 36552515 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7743099 | BOY |
| EOY | 7573301 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2263356 | BOY |
| EOY | 2557570 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55829708 | BOY |
| EOY | 53240738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18441497 | BOY |
| EOY | 22859277 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8466012 | BOY |
| EOY | 8428618 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6217445 | BOY |
| EOY | 6447630 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33124954 | BOY |
| EOY | 37735525 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88954662 | BOY |
| EOY | 90976263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3160067 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1450504 | ReconcilationOtherChanges |
| 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 |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| 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 | $74,300 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 74300 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART B-II LINE 1I | Identifier |
| Explanation | Bigley & Blikle, LLC worked with Immaculata University as consultants to keep the University aware of grant and funding opportunities. Bigley & Blikle also assisted Immaculata University in conducting social meetings with state representatives to make them more familiar with Immaculata Univeristy in order to promote the University to receive funds that were already available. To coordinate these efforts, Bigley & Blikle worked with specific state legislators to assist the University in obtaining such funds. Immaculata University did not attempt to influence legislation during the 2011 fiscal year. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12499547 | BeginningOfYearBalance |
| Contributions | 230185 | Contributions |
| Investment Earnings Or Losses | 2661982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 186113 | GrantsOrScholarships |
| Other Expenditures | 473516 | OtherExpenditures |
| End Of Year Balance | 14732085 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11291751 | BeginningOfYearBalance |
| Contributions | 263676 | Contributions |
| Investment Earnings Or Losses | 1566660 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162879 | GrantsOrScholarships |
| Other Expenditures | 459661 | OtherExpenditures |
| End Of Year Balance | 12499547 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14746735 | BeginningOfYearBalance |
| Contributions | 80741 | Contributions |
| Investment Earnings Or Losses | -2850614 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 218000 | GrantsOrScholarships |
| Other Expenditures | 467111 | OtherExpenditures |
| End Of Year Balance | 11291751 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40980 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59020 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 212719 | OtherCostOrOtherBasis |
| Book Value | 212719 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84748068 | OtherCostOrOtherBasis |
| Depreciation | 37426235 | Depreciation |
| Book Value | 47321833 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4080015 | OtherCostOrOtherBasis |
| Book Value | 4080015 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27697784 | OtherCostOrOtherBasis |
| Depreciation | 19940787 | Depreciation |
| Book Value | 7756997 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 59371564 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONDITIONAL ASSET RETIREMENT | $1,830,558 |
| STUDENT DEPOSITS | $367,802 |
| SWAP AGREEMENTS | $359,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2557570 | TotalOfAmounts |
| Total Revenue | 64943286 | TotalRevenue |
| Total Expenses | 61783219 | TotalExpenses |
| Excess Or Deficit For Year | 3160067 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1450504 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1450504 | TotalAdjustments |
| Excess Or Deficit Per FS | 4610571 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 57236554 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1450504 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1821056 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 30507 | OtherRevenues |
| Revenue Not Rptd F990 | 3302067 | RevenueNotRptdF990 |
| Revenue Subtotal | 53934487 | RevenueSubtotal |
| Other Revenues Not Included | 11008799 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11008799 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 64943286 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 52625983 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1821056 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 30507 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1851563 | ExpensesNotRptdF990 |
| Expenses Subtotal | 50774420 | ExpensesSubtotal |
| Other Expenses Not Included | 11008799 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11008799 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61783219 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE D, PART V, LINE 4 | The University's endowment consists of approximately 43 individual funds established for a variety of purposes including scholarships, faculty development and general operations. |
| SCHEDULE D, PART X: FIN 48 Disclosure | The University is qualified as a not-for-profit organization under Section 501(c)(3) of the Internal Revenue Code, as amended. Accordingly, the University is not subject to income taxes except to the extent it has taxable income from activities that are not related to its exempt purpose. The University recognizes the effect of income tax provisions, if any, only if those positions are more likely than not of being sustained. No provision for income taxes was required for fiscal year 2011. |
| SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSE $ 30,507 |
| SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIP TUITION DISCOUNT $10,746,460 RESIDENT ASSISTANT DISCOUNTS $ 262,339 ----------- $11,008,779 |
| SCHEDULE D, PART XIII, LINE 2D | RENTAL EXPENSE RECLASSED TO REVENUE $ 30,507 |
| SCHEDULE D, PART XIII, LINE 4B | SCHOLARSHIP TUITION DISCOUNT $10,746,460 RESIDENT ASSISTANT DISCOUNTS $ 262,339 ----------- $11,008,779 |
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 |
|---|---|
| Part I, Line 3 | THE UNIVERSITY PROVIDES A STATEMENT IN ALL PUBLICATIONS REGARDING ITS NONDISCRIMINATORY POLICY. |
| Part I, Line 6 | FEDERAL AND STATE GRANTS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 103790 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 49000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 54790 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 19241 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 35549 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Art Show | NameOfEvent2 |
| Gross Receipts Event2 | 195071 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 195071 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 2698 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4056 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 198404 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 298861 | GrossReceiptsTotal |
| Charitable Contributions Total | 49000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 249861 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 19241 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2698 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4056 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 233953 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 259948 | DirectExpenseSummaryEvents |
| Net Income Summary | -10087 | 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 | SCHOLARSHIPS TO VARIOUS STUDENTS | TypeOfGrant |
| Number Of Recipients | 1284 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 12073736 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS/FIN AID | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | GRANTS ISSUED BY IMMACULATA UNIVERSITY ARE PRIMARILY IN THE FORM OF SCHOLARSHIP AND GRANTS AWARDED AS PART OF FINANCIAL AID. FINANCIAL AID GRANTS AWARDED TO STUDENTS ARE DIRECTLY APPLIED BY THE UNIVERSITY TO OFFSET BILLED AMOUNTS (I.E. TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE UNIVERSITY. STUDENTS RECEIVING SCHOLARSHIPS ARE ASSESSED ON THE BASIS OF ACADEMIC ACHIEVEMENTS, FINANCIAL NEEDS, AND SIMILAR STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J FORD | |||||||||||
| 176417 | 0 | 0 | 0 | 0 | 0 | 12217 | 0 | 9825 | 0 | 198459 | 0 |
| THERESA GRENTZ | |||||||||||
| 135838 | 0 | 0 | 0 | 0 | 0 | 9923 | 0 | 14187 | 0 | 159948 | 0 |
| JED YALOF | |||||||||||
| 120415 | 0 | 0 | 0 | 0 | 0 | 7041 | 0 | 25192 | 0 | 152648 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CHESTER COUNTY HEALTH & ED FACILITIES AU | |||||||
| 232265260 | 165579DP5 | 2005-06-26 | 23128100 | CAMPUS RENOVATIONS AND UPGRADES | false | false | false |
| CHESTER COUNTY HEALTH & ED FACILITIES AU | |||||||
| 232265260 | 2010-12-15 | 14165797 | CURRENT REFUNDING, EST DEBT SRVC R | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|
| 22773035 | 1840964 | 2282832 | 685133 | 19144676 | 2007 | false | false | true | true | |
| 14161736 | 500000 | 195939 | true | false | true | true | 13465797 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 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 | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|---|
| AIG MATCHED FUNDING | ||||||||
| true | false | false | true | 3. | true | false | false | |
| pnc banck na | ||||||||
| false | true | true | 4.19 | |||||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | See Schedule O for detail disclosures related to the tax exempt bonds | Identifier |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI, LINE 11A | REVIEW OF FORM 990 | AN INDEPENDENT TAX PREPARATION FIRM IS ENGAGED TO ASSIST IN COMPILING FORM 990 WITH DATA PROVIDED FROM THE BUSINESS OFFICE. UNIVERSIY MANAGEMENT REVIEWS THE FORM 990 FOR COMPLETENESS AND ACCURACY. PRIOR TO FILING, MANAGEMENT PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990 IS REVIEWED AND SIGNED BY THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION. |
| PART VI, LINE 15A | PROCESS FOR DETERMINING COMPENSATION OF PRESIDENT OF UNIVERSITY: | SISTER PATRICIA FADDEN, IHM, PRESIDENT OF IMMACULATA UNIVERSITY IS A MEMBER OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DOES NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH HER STATED VOW OF POVERTY. |
| PART VI, LINE 15B | PROCESS FOR DETERMINING COMPENSATION | THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. SALARY DATA IS GATHERED FROM INDUSTRY PUBLICATIONS, HIGHER EDUCATION ASSOCIATIONS AND PEER UNIVERSITIES TO BENCHMARK COMPENSATION ON AN ANNUAL BASIS. COMPENSATION IS SET WITHIN THE constraints OF THE BOARD OF TRUSTEES' APPROVED OPERATING BUDGET. Salary data is gathered from CUPA and NACUBO and is used to establish benchmarks for university executive administrators. This process was last undertaken for the fiscal year 2009-2010. |
| Part VI, Line 12c | CONFLICT OF INTEREST POLICY | THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT AND SUBMIT SUCH STATEMENT TO THE UNIVERSITY PRESIDENT. THE PRESIDENT REVIEWS THOSE STATEMENTS FOR POTENTIAL CONFLICTS. THE DISCLOSURE STATEMENT ALSO REQUIRES ALL MEMBERS TO NOTIFY THE UNIVERSITY PRESIDENT PROMPTLY OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST AS IT ARISES, SO THAT IT CAN BE ADDRESSED IMMEDIATELY. SHOULD THERE BE A CONFLICT OF INTEREST ANY AFFECTED TRUSTEE OR OFFICER SHALL REFRAIN FROM ANY CONSIDERATION OF, OR ACTION UPON, THE TRANSACTION OR PROPOSED TRANSACTION. |
| PART VII & SCHEDULE J | COMPENSATION OF MEMBERS OF RELIGIOUS ORDER | THE FOLLOWING TRUSTEES OF IMMACULATA UNIVERSITY'S BOARD OF TRUSTEES ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Lorraine McGrew, IHM Sister Mary Anne Bednar, IHM Sister Elaine De Chantal Brookes, IHM Sister Patricia Dailey, IHM Sister Carolyn M. Dimick, IHM Sister Anita Patrick Gallagher, IHM Siter Marie Esther Hart, IHM Sister Eileen M. McGuigan, IHM S ister Anne B. McGuire, IHM Sister Patricia Mengel, IHM Sister Joanne Ralph, IHM Sister Joan Rychalsky, IHM Sister Donna Shallo, IHM Sister Mary Smith, IHM Sister Rita James Murphy, IHM THE FOLLOWING OFFICERS OF IMMACULATA UNIVERSITY ARE MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY RELIGIOUS CONGREGATION AND DO NOT RECEIVE COMPENSATION FOR THIS SERVICE IN KEEPING WITH THEIR STATED VOW OF POVERTY: Sister Patricia Fadden, IHM - President Sister Ann Health, IHM - Vice President, Academic Affairs Sister Marie Hubert Kealy, IHM - Secretary |
| PART VI, LINE 19 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIALS | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFILIC OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION TO NET ASSETS | PART XI, LINE 5 | Unrealized Gain on Investments $1,809,714 Unrealized Loss on Swap Agreement $ (359,210) ---------- $1,450,504 |
| Schedule K, Part I Column (e), LINE A | ISSUE PRICE $23,128,100 DEPOSIT TO RESERVE FUND 2,000,000 INTEREST OF DEBT SERVICE RESERVE FUND 102,361 COST OF ISSUE DEDUCTED FROM PROCEEDS AT CLOSING (457,415) ------------ PART II, LINE 3 24,773,035 | |
| Schedule K, Part I Column (e), LINE B | ISSUE PRICE $14,165,797 ISSUE COSTS OVERESTIMATED ON FORM 8036 (4,061) ------------ PART II, LINE 3 14,161,736 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| SISTERS SERVANTS OF IHM | |||||||||
| VILLA MARIA GENERALATE 1140 KING RD | IMMACULATA | PA | 19345 | 231352569 | Religious | PA | 501(c)(3) | 2 | NA |
| ENSERV INC | |||||||||
| PO BOX 665 | IMMACULATA | PA | 19345 | 232731906 | WATER TREAT. | PA | 501(C)(3) | 2 | IMMACULTA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SISTERS SERVANTS OF IHM | |
| C | 5000 |
| SISTERS SERVANTS OF IHM | |
| Q | 205541 |
| SISTERS SERVANTS OF IHM | |
| Q | 324909 |