CLARKSON UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CLARKSON UNIVERSITY (EIN 15-0543659)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-07
- IRS object ID
- 201221299349301957
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T16:20:16-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150543659 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARKSON UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 3152682089 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Clarkson Avenue Box 5546 | AddressLine1 |
| City | Potsdam | City |
| State | NY | State |
| ZIP Code | 136995546 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Fish | Name |
| Title | Chief Financial Officer | Title |
| Phone | 3152683859 | Phone |
| Date Signed | 2012-04-30 | DateSigned |
| 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 | Anthony G Collins | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Clarkson Ave Box 5540 | AddressLine1 |
| City | Potsdam | City |
| State | NY | State |
| ZIP Code | 13699 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 204628132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CLARKSON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Provide education for undergraduate, graduate and professional continuing education programs, and to engage in high quality research and scholarship. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2544 | TotalNbrEmployees |
| Total Nbr Volunteers | 612 | TotalNbrVolunteers |
| Total Gross UBI | 109786 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30220067 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 35365854 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 118445499 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 128915337 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 870078 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10687025 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3488359 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3707221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 153024003 | TotalRevenuePriorYear |
| Total Revenue Current Year | 178675437 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 56293000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 62418177 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 59515650 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 62907376 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2866738 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42032304 | OtherExpensePriorYear |
| Other Expenses Current Year | 42681736 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 157840954 | TotalExpensesPriorYear |
| Total Expenses Current Year | 168007289 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4816951 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10668148 | RevenuesLessExpensesCY |
| Total Assets BOY | 312924809 | TotalAssetsBOY |
| Total Assets EOY | 344848910 | TotalAssetsEOY |
| Total Liabilities BOY | 96947872 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 97486246 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 215976937 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 247362664 | NetAssetsOrFundBalancesEOY |
| Mission Description | Clarkson University is an independent, nationally recognized technological university whose faculty of teacher-scholars aspires to offer superior instruction and engage in high-quality research and scholarship in engineering, business, science, health, and liberal arts. Our primary mission is to educate talented and motivated men and women to become successful professional through quality pre-collegiate, undergraduate, graduate, and professional continuing education programs, with particular emphasis on the undergraduate experience. Our community and campus settings enhance the quality of student life and afford students access to and interaction with their faculty. We value the diversity of our University community, and we strive to attune ourselves and our programs to our global, pluralistic society. We share the belief that humane economic and social development derive from the expansion, diffusion, and application of knowledge. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 141276101 | Expense |
| Grants | 62013248 | Grants |
| Revenue | 105322937 | Revenue |
| Description | Higher Education: Provide instruction, research, public service, campus support, etc. for undergraduate and graduate student. (3,279 FTE students) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12241389 | Expense |
| Grants | 404891 | Grants |
| Revenue | 22817829 | Revenue |
| Description | Extracurricular programs, general/other auxiliary enterprises such as housing, dining, and recreational services for its students. (3,279 FTE students) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 153517490 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 220 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2544 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donna Martell | NamePerson |
| Telephone Number | 3152687258 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Clarkson Ave 5546 | AddressLine1 |
| City | Potsdam | City |
| State | NY | State |
| ZIP Code | 136665546 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| CAROLYN A BRANDSEMA | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JOHN M BRILBECK | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| TERRY L BROWN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| AMY E CASTRONOVA | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| BAYARD D CLARKSON JR | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| BAYARD D CLARKSON SR | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JOHN D CORRENTI | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| CHARLES R CRAIG | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JASON R CURRIE | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| KAREL K CZANDERNA | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| LAWRENCE J DELANEY | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| ELIZABETH A FESSENDEN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JUDITH J FOSTER | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| RICHARD R GRIFFITH | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| DANIEL C HEINTZELMAN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| WILLIAM F HELMER | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| DIANNA JONES HERRMANN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| THOMAS E HOLLIDAY | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| MICHAEL JESANIS | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JOHN B JOHNSON JR | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| GEORGIA KERESTY | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JOHN R LAING | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| EARL LEWIS | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| CARL B MACK | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JODY A MARKOPOULOS | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JAMES T MILDE | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| KEVIN T PARKER | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| W HOLLIS PETERSEN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| TIMOTHY P PETTEE | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JAMES R RANSOM | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| NANCY D REYDA | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| STEPHEN D RYAN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| FRANK R SCHMELER | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| SCOTT D SMITH | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JEAN E SPENCE | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| DAVID A TAYLOR | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| STEVEN M TRITMAN | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| JAMES F WOOD | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| MARY KAY WOODS | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| ROBERT R ZIEK JR | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| ANTHONY G COLLINS | |||||||||
| President | 50 | 466731 | 0 | 187191 | X | ||||
| NANCY E KIN | |||||||||
| Treasurer | 50 | 201161 | 0 | 24714 | X | ||||
| JAMES D FISH | |||||||||
| Chief Financial Officier | 50 | 98069 | 0 | 24353 | X | ||||
| TIMOTHY SUGRUE | |||||||||
| Dean of School of Business | 40 | 255880 | 0 | 38524 | X | ||||
| GOODARZ AHMADI | |||||||||
| Dean of Engineering | 40 | 203773 | 0 | 25191 | X | ||||
| ELWOOD LEONARD | |||||||||
| VP of Philanthropy and Alumni Relations | 40 | 127966 | 0 | 25327 | X | ||||
| GARD MESERVE | |||||||||
| Director of Facilities & Services | 40 | 198357 | 0 | 32989 | X | ||||
| THOMAS YOUNG | |||||||||
| Provost | 40 | 172233 | 0 | 21659 | X | ||||
| PETER TURNER | |||||||||
| Dean of Arts and Sciences | 40 | 165729 | 0 | 30692 | X | ||||
| V SURYADEVARA | |||||||||
| Prof./Director CAMP | 40 | 249613 | 0 | 34519 | X | ||||
| JAMES S BONNER | |||||||||
| Prof./Director Center for Envirn | 40 | 232160 | 0 | 20495 | X | ||||
| PHILIP HOPKE | |||||||||
| Director of ISE/CARES | 40 | 225574 | 0 | 33335 | X | ||||
| FARZAD MAHMOODI | |||||||||
| Prof./Director of Supply Chain Mgmt | 40 | 216692 | 0 | 33223 | X | ||||
| EVGENY KATZ | |||||||||
| Prof. Chemistry/Biomolecular Science | 40 | 168616 | 0 | 28181 | X | ||||
| VLADIMIR PRIVMAN | |||||||||
| Professor of Physics and Elec. & Computer Engineering | 40 | 154520 | 0 | 24959 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3137074 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 585352 | TotalOtherCompensation |
| Number Individuals GT100 K | 88 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Pizzagalli Constructino Company | ||||||
| 50 Joy Drive | South Burlington | VT | 05407 | Construction Manager | 7079731 | |
| Aramark Corporation | ||||||
| Aramark Towers | Philadelphia | PA | 19107 | Food Services | 5300073 | 1101 Market Street |
| UW Marx Inc | ||||||
| 20 Gurley Avenue | Troy | NY | 12182 | Construction Manager | 6285265 | |
| Perkins & Will | ||||||
| 55 Court Street | Boston | MA | 02108 | Architect Design Services | 1045851 | |
| S&L Electric Inc | ||||||
| 5313 State Highway 56 | Colton | NY | 13625 | Electrical Services | 581111 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 19314895 | GovernmentGrants |
| All Other Contributions | 16050959 | AllOtherContributions |
| Noncash Contributions | 1530853 | NoncashContributions |
| Total Contributions | 35365854 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 105322937 | 105322937 | 0 | $0 |
| Auxiliary Enterprises - Room | 721000 | 13839237 | 13839237 | 0 | $0 |
| Auxiliary Enterprises - Board | 722320 | 8800796 | 8800796 | 0 | $0 |
| Auxiliary Enterprises - Other | 900099 | 177796 | 177796 | 0 | $0 |
| Conferences & Workshops | 611310 | 719361 | 719361 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $55,210 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 128915337 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4164891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 62162 | UnrelatedBusinessRevenue |
| Exclusion | $4,102,729 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78478 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $78,478 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32474829 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25307024 | Securities |
| Other | 645671 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7167805 | Securities |
| Other | -645671 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6522134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,522,134 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Program Registration Fees | 611310 | 554573 | 554573 | 0 | $0 |
| Athletic Revenue | 711210 | 480648 | 0 | 0 | $480,648 |
| Space Rental | 532000 | 243864 | 243864 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2349658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2208808 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47624 | UnrelatedBusinessRevenue |
| Exclusion | $93,226 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3628743 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178675437 | TotalRevenueColumn |
| Related Or Exempt Function Income | 131867372 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 109786 | UnrelatedBusinessRevenue |
| Exclusion | $11,332,425 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62093637 | Total |
| Program Services | 62093637 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324540 | Total |
| Program Services | 324540 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2191321 | Total |
| Program Services | 1216754 | ProgramServices |
| Management And General | 919254 | ManagementAndGeneral |
| Fundraising | 55313 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45940354 | Total |
| Program Services | 42028008 | ProgramServices |
| Management And General | 2499766 | ManagementAndGeneral |
| Fundraising | 1412580 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3670193 | Total |
| Program Services | 2974969 | ProgramServices |
| Management And General | 549323 | ManagementAndGeneral |
| Fundraising | 145901 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8058996 | Total |
| Program Services | 6533921 | ProgramServices |
| Management And General | 1205020 | ManagementAndGeneral |
| Fundraising | 320055 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3046512 | Total |
| Program Services | 2469428 | ProgramServices |
| Management And General | 455976 | ManagementAndGeneral |
| Fundraising | 121108 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295624 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 295624 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177898 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 177898 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368370 | Total |
| Program Services | 368370 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2376963 | Total |
| Program Services | 1142150 | ProgramServices |
| Management And General | 1090568 | ManagementAndGeneral |
| Fundraising | 144245 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682873 | Total |
| Program Services | 680999 | ProgramServices |
| Management And General | 1263 | ManagementAndGeneral |
| Fundraising | 611 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5258534 | Total |
| Program Services | 5071579 | ProgramServices |
| Management And General | 186955 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2139687 | Total |
| Program Services | 1852708 | ProgramServices |
| Management And General | 138635 | ManagementAndGeneral |
| Fundraising | 148344 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2627064 | Total |
| Program Services | 2625407 | ProgramServices |
| Management And General | 1657 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6672086 | Total |
| Program Services | 6119013 | ProgramServices |
| Management And General | 353382 | ManagementAndGeneral |
| Fundraising | 199691 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664698 | Total |
| Program Services | 53393 | ProgramServices |
| Management And General | 611279 | ManagementAndGeneral |
| Fundraising | 26 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies | 3868122 | 3593744 | 223435 | 50943 |
| Food Service | 4469659 | 4469659 | 0 | 0 |
| Research Sub-Contracts | 2184988 | 2184988 | 0 | 0 |
| Equipment Rentals | 751014 | 625643 | 105452 | 19919 |
| Databases Journals | 669249 | 669249 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9474907 | Total |
| Program Services | 6419331 | ProgramServices |
| Management And General | 2807574 | ManagementAndGeneral |
| Fundraising | 248002 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168007289 | Total |
| Program Services | 153517490 | ProgramServices |
| Management And General | 11623061 | ManagementAndGeneral |
| Fundraising | 2866738 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14823354 | BOY |
| EOY | 5561043 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400245 | BOY |
| EOY | 9342513 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7822852 | BOY |
| EOY | 11574102 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5839 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329640 | BOY |
| EOY | 312511 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920678 | BOY |
| EOY | 1368992 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 238617236 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 96739775 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127040421 | BOY |
| EOY | 141877461 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97282600 | BOY |
| EOY | 103890151 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45059682 | BOY |
| EOY | 59073704 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12951528 | BOY |
| EOY | 10554443 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1287970 | BOY |
| EOY | 1293990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312924809 | BOY |
| EOY | 344848910 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8102813 | BOY |
| EOY | 7102079 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1696552 | BOY |
| EOY | 1914215 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28635318 | BOY |
| EOY | 28033135 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1147832 | BOY |
| EOY | 1194856 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18466540 | BOY |
| EOY | 16372119 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360010 | BOY |
| EOY | 145054 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38538807 | BOY |
| EOY | 42724788 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96947872 | BOY |
| EOY | 97486246 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104471177 | BOY |
| EOY | 107128694 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9834573 | BOY |
| EOY | 33892125 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101671187 | BOY |
| EOY | 106341845 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215976937 | BOY |
| EOY | 247362664 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312924809 | BOY |
| EOY | 344848910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10668148 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20717579 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $8,582 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $2,350 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $122,210 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 133142 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The university through the Association of Governing Boards, contacts the Board of Trustees periodically to urge them to contact their legislators regarding funding support issues such as New York State (NYS) Bundy aid and NYS Tuition assistance program. Alumni are also periodically encouraged to contact their state and federal representatives. The president, chief financial officer and government relations officer sign official communications including lobbying appeals. The university's governmental relations office has a full time director and a part time secretary. The office is principally responsible for monitoring government action at the local, state, and federal level, reporting significant actions which impact the university to appropriate offices and where appropriate lobbying legislative and executive bodies. The vast majority of lobbying communications and direct contacts with legislators or legislative staff members emanates from this office. The university conveyed their position on various state and federal issues, miscellaneous economic development issues, energy, and environmental issues. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 143043388 | BeginningOfYearBalance |
| Contributions | 4111295 | Contributions |
| Investment Earnings Or Losses | 30477328 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7371344 | GrantsOrScholarships |
| Other Expenditures | 384453 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 169876214 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131479343 | BeginningOfYearBalance |
| Contributions | 1859931 | Contributions |
| Investment Earnings Or Losses | 17859531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7749168 | GrantsOrScholarships |
| Other Expenditures | 406249 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 143043388 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 170041779 | BeginningOfYearBalance |
| Contributions | 4278012 | Contributions |
| Investment Earnings Or Losses | -34352083 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7435443 | GrantsOrScholarships |
| Other Expenditures | 1052922 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 131479343 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.2642 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.6059 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1299 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 16000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4660593 | OtherCostOrOtherBasis |
| Book Value | 4676593 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 183963854 | OtherCostOrOtherBasis |
| Depreciation | 75419585 | Depreciation |
| Book Value | 108544269 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 31401178 | OtherCostOrOtherBasis |
| Depreciation | 21320190 | Depreciation |
| Book Value | 10080988 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 18575611 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 18575611 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141877461 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1849376 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge Funds | 23948295 | F |
| Private Equities | 6852933 | F |
| Venture Capital | 3858487 | F |
| Real Assets (Commodities) | 13804427 | F |
| International Equities | 8760186 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 59073704 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal & Other Loan Programs | $7,049,283 |
| Conditional Asset Retirement Obligation | $6,897,901 |
| Post Retirement Benefit | $18,518,626 |
| Present Value of Annuities Payable | $3,513,714 |
| Deffered Revenue | $3,436,435 |
| Loan Pledge Liability | $791,547 |
| Miscellaneous | $2,517,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42724788 | TotalOfAmounts |
| Total Revenue | 178675437 | TotalRevenue |
| Total Expenses | 168007289 | TotalExpenses |
| Excess Or Deficit For Year | 10668148 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 23435672 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$2,718,094 | OtherAmount |
| Total Adjustments | 20717578 | TotalAdjustments |
| Excess Or Deficit Per FS | 31385726 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 200566412 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 23435672 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1383726 | OtherRevenues |
| Revenue Not Rptd F990 | 24819398 | RevenueNotRptdF990 |
| Revenue Subtotal | 175747014 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2928423 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2928423 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 178675437 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 169180686 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1384768 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1384768 | ExpensesNotRptdF990 |
| Expenses Subtotal | 167795918 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 211371 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 211371 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 168007289 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P04_S00_L02b | Schedule D, Part IV, Line 2b | The University assists the Student Association by providing custodian support for their receipts and disbursements. Also, the University is the fiduciary of a perpetuity trust. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The intended uses of the University's endowment fund is to support the University's students directly through financial aid, as well as, indirectly through support of operation costs and research endeavors. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The financial statements do not provide for income taxes as the university is tax-exempt under Section 501 (c) (3) of the Internal Revenue Code. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Net loss related to pass-through investments ($2,717,052) Net loss on related entity ($1,042). |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Related entity revenue |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Pass-through investment revenue |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Related entity expense |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Pass-through investment expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University publicizes its racially nondiscrimination policy within all job announcements, as well as, all other public announcements and publications the University publishes. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University receives federal, state and local funds for both student financial assistance and for research and development awards. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | 191996 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 132545 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | 60376 | Global Business Program provides business instruction in international setting. |
| East Asia and the Pacific | 0 | 0 | Program Services | 42003 | Global Business Program provides business instruction in international setting. |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | 21050 | Global Business Program provides business instruction in international setting. |
| East Asia and the Pacific | 0 | 0 | Program Services | 16153 | Provide research experience for undergraduate students. |
| South Asia | 0 | 0 | Program Services | 11026 | Global Business Program provides business instruction in international setting. |
| Sub-Saharan Africa | 0 | 0 | Program Services | 8804 | Global Business Program provides business instruction in international setting. |
| Central America and the Caribbean | 0 | 0 | Program Services | 5358 | Global Business Program provides business instruction in international setting. |
| Central America and the Caribbean | 0 | 0 | Investments | Su |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 489311 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (6 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|
| Europe (including Iceland and Greenland) | Provide housing and travel for Global Business Program students. | 51471 | Wire Transfer | 0 |
| East Asia and the Pacific | Provide housing and travel for Global Business Program students. | 21897 | Wire Transfer | 0 |
| North America (including Canada and Mexico, but not the United States) | Provide housing and travel for Global Business Program students. | 21050 | Check | 0 |
| South Asia | Provide housing and travel for Global Business Program students. | 8883 | Wire Transfer | 0 |
| Sub-Saharan Africa | Provide housing and travel for Global Business Program students. | 5776 | Wire Transfer | 0 |
| East Asia and the Pacific | Provide housing and travel for Global Business Program students. | 5165 | Credit Card | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 6 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarship | East Asia and the Pacific | 14 | 132545 | Credited student accounts receivable | 0 |
| Scholarship | Europe (including Iceland and Greenland) | 22 | 191996 | Credit on student accounts receivable | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchF_P01_S00_L02 | Schedule F, Part I, Line 2 | The University monitors the use of grant funds for research sub-awards outside the United States by requiring technical reports to our university which are reviewed and approved by the university before submitting payment. We also have a comprehensive monitoring process by which all sub-recipients are evaluated prior to obtaining an award. Research expenditures for this program are for undergraduates, these are pre-approved by the funding agency and technical reports are submitted upon completion of trip for review and approval. All university expenditure guidelines are followed before payments are disbursed for program expenditures. Grant funds are verified in the student financial aid process according to the university procedures and distributed as credits to student receivable accounts at the university. |
| SchF_P01_S00_L03 | Schedule F, Part I, Line 3 | Global business program provides business instruction in international setting. The university also has staff who attend conferences and present papers related to their research; however, the university accounting system does not capture data specific to foreign travel for those who are presenters at these conferences thus no activity was noted on Part I Line 3 for this. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (18 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| Alumni Scholarship | 10 | 54295 | 0 |
| Clarkson Honararies | 50 | 973637 | 0 |
| Clarkson Veteran Scholarship | 2 | 822 | 0 |
| Endowed/ Sponsored/ Government | 1046 | 2469607 | 0 |
| Fellowship - Tuition Remission | 18 | 330576 | 0 |
| Foreign Exchange Students | 73 | 1255210 | 0 |
| Graduate Assistant | 3 | 22374 | 0 |
| Graduate Trustee Scholarship | 1 | 1363 | 0 |
| Grant in Aid | 45 | 1683968 | 0 |
| National Merit Scholarship | 126 | 946334 | 0 |
| Partial Tuition | 62 | 308992 | 0 |
| Research Assistant - Tuition Remission | 173 | 2138220 | 0 |
| Resident Advisors - Allowance | 5 | 465043 | 0 |
| Room, Board and Maintenance | 64 | 109445 | 0 |
| Supplemental Financial Aid Summer | 8 | 47712 | 0 |
| Supplementary Trustee Scholarship | 60 | 1771959 | 0 |
| Teaching Assistant Scholarship | 103 | 1714277 | 0 |
| Trustee Scholarship | 2649 | 48124305 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchI_P01_S00_L02 | Schedule I, Part I, Line 2 | The university provides funding to faculty for research and other projects and to students for research and other projects. Expenses must be substantiated under the Accountable Plan to ensure proper use of funds. The university sometimes provides operating funds to collaborative organizations and charitable foreign organizations, which are not monitored beyond the original grant determination process. |
| SchI_P03_S00_L00 | Schedule I, Part III | The university provides funding to faculty for research and other projects and to students for research and other projects. Expenses must be substantiated under the Accountable Plan to ensure proper use of funds. The university sometimes provides operating funds to collaborative organizations and charitable foreign organizations, which are not monitored beyond the original grant determination process. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY G COLLINS | |||||||||||||
| 344284 | 0 | 75000 | 0 | 47447 | 0 | 156296 | 0 | 164865 | 0 | 787892 | 0 | 0 | 0 |
| NANCY E KIN | |||||||||||||
| 201003 | 0 | 0 | 0 | 158 | 0 | 19488 | 0 | 5373 | 0 | 226022 | 0 | 0 | 0 |
| TIMOTHY SUGRUE | |||||||||||||
| 255777 | 0 | 0 | 0 | 103 | 0 | 24735 | 0 | 13936 | 0 | 294551 | 0 | 0 | 0 |
| GOODARZ AHMADI | |||||||||||||
| 203498 | 0 | 0 | 0 | 305 | 0 | 18624 | 0 | 6714 | 0 | 229141 | 0 | 0 | 0 |
| ELWOOD LEONARD | |||||||||||||
| 121899 | 0 | 0 | 0 | 711 | 0 | 11987 | 0 | 13488 | 0 | 148085 | 0 | 0 | 0 |
| GARD MESERVE | |||||||||||||
| 198321 | 0 | 0 | 0 | 36 | 0 | 19200 | 0 | 13936 | 0 | 231493 | 0 | 0 | 0 |
| THOMAS YOUNG | |||||||||||||
| 172074 | 0 | 0 | 0 | 158 | 0 | 16512 | 0 | 5294 | 0 | 194038 | 0 | 0 | 0 |
| PETER TURNER | |||||||||||||
| 165657 | 0 | 0 | 0 | 158 | 0 | 15253 | 0 | 15586 | 0 | 196654 | 0 | 0 | 0 |
| V SURYADEVARA | |||||||||||||
| 249395 | 0 | 0 | 0 | 305 | 0 | 18710 | 0 | 15956 | 0 | 284366 | 0 | 0 | 0 |
| JAMES S BONNER | |||||||||||||
| 232057 | 0 | 0 | 0 | 103 | 0 | 15444 | 0 | 5198 | 0 | 252802 | 0 | 0 | 0 |
| PHILIP HOPKE | |||||||||||||
| 224574 | 0 | 0 | 0 | 0 | 0 | 19546 | 0 | 13936 | 0 | 258056 | 0 | 0 | 0 |
| FARZAD MAHMOODI | |||||||||||||
| 215656 | 0 | 0 | 0 | 36 | 0 | 16934 | 0 | 16436 | 0 | 249062 | 0 | 0 | 0 |
| EVGENY KATZ | |||||||||||||
| 168513 | 0 | 0 | 0 | 103 | 0 | 12393 | 0 | 15936 | 0 | 196945 | 0 | 0 | 0 |
| VLADIMIR PRIVMAN | |||||||||||||
| 154417 | 0 | 0 | 0 | 103 | 0 | 11170 | 0 | 13936 | 0 | 179626 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Travel for companions and gross up payment benefits were provided to an officer of the university. These benefits were provided as taxable compensation. A residence for personal use was provided to the president and was not taxable based on section 119 of IRC. |
| SchJ_P01_S00_L01b | Schedule J, Part I, Line 1b | The university has a written policy regarding travel for companions which includes appropriate approval process. The university does not have a written policy regarding gross up payments; however, these transactions are infrequent and are approved by the board of trustees. The university provides a residence on-campus for the president as a convenience to the university and as part of the president's employment agreement is required to reside there. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Payments made pursuant to a separation and release agreement dated 11-3-2010 between Nancy Kin and Clarkson University were $94,449.01 |
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 |
|---|---|---|---|---|---|---|---|
| St Lawrence County Industrial Development Agency | |||||||
| 160991238 | 791097DU9 | 2003-04-01 | 6137145 | Dormatory renovation, refund prior issue 11/6/1990 | 0 | 0 | 0 |
| St Lawrence County Industrial Development Agency | |||||||
| 160991238 | 791097EKO | 2007-03-14 | 26216868 | Refund prior issue 6/15/1999 & 8/1/2001, purchase phone system | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000000 | 0 | 3604285 | 409806 | 0 | 0 | 122742 | 0 | 0 | 3604285 | 0 | 0 | 2003 | 1 | 0 | 1 | 1 |
| 19583767 | 0 | 1102517 | 1252556 | 0 | 0 | 359740 | 0 | 0 | 673309 | 429208 | 0 | 2007 | 1 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.0259 | 0 | 0.0259 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.0267 | 0 | 0.0267 | 1 |
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 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| Student | Family Member of Officer | Research assistantship |
| Student | Family Member of Trustee | Research assistantship |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 67 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1333161 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg date of contribution | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 95914 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg date of contribution | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 99782 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg date of contribution | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Equipment | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1995 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | All publicly traded stock received as contributions to the university are sold by an investment firm. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Bayard D Clarkson Sr. and Bayard D Clarkson Jr. are both current trustees and have a family relationship. Daniel Heintzelman and Jody A Markopoulos are both current trustees and have a business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The following process was observed by the university regarding the IRS form 990: The return was prepared by management with a review performed by a qualified tax consultant; a draft was presented to the audit committee of the board of trustees for review and approval; a copy of the final return was distributed to all board members before electronically filing the return with the Internal Revenue Service. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All trustees, officers, and key employees are required to annually complete a conflict of interest statement. The statements are reviewed by the chair of the audit committee and addressed in governance meetings as needed. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The university's top management official is the President, the Chief Financial Officer is the Treasurer of the corporation and the key employees are as follows: Provost, Vice President of Development and Alumni, Director of Facilities & Services, Dean of Engineering, Dean of Arts & Sciences, and Dean of Business. The above positions compensation packages are reviewed and approved by the executive committee of the board of trustees. The committee conducts a comprehensive review by using data from multiple sources (most notably AITU data and salaries posted in the Chronicle of Higher Education) for comparable universities. Input was solicited from the full board into the executive committee deliberations. This was documented in the minutes of the board of trustees. This process is performed annually. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The university posts its conflicts of interest policy on its website in the Operations Manual found under Human Resources link. The consolidated financial statements are available on the university website, while the IRS Form 990 and 990T and governance documents are made available upon request. The IRS Form 990 is also available on another's website. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized gains on investments $23,435,672. Net loss related to pass-through investments ($2,717,052). Net loss on related entity ($1,042). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JR Weston Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 333 | AddressLine1 |
| City | Potsdam | City |
| State | NY | State |
| ZIP Code | 13676 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150490300 | EIN |
| Primary Activity | Hotel | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1595634 | ShareOfTotalIncome |
| Share Of EOY Assets | 2143147 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JR Weston Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | o | TransactionType |
| Amount Involved | 222268 | AmountInvolved |
| Method Of Amt Determination | Fair Market Value | MethodOfAmtDetermination |