WILKES UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILKES UNIVERSITY (EIN 24-0795506)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-04-09
- IRS object ID
- 201231009349300503
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-09T09:19:44-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795506 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKES UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILK | NameControl |
| Phone | 5704084500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 WEST SOUTH STREET | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 187660999 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Loren Prescott | Name |
| Title | VP of Finance and General Counsel | Title |
| Date Signed | 2012-04-05 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032868000 | 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 | PRESIDENT JOSEPH E GILMOUR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 WEST SOUTH STREET | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 18766 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 110734439 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILKES.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE OUR STUDENTS FOR LEARNING AND SUCCESS IN AN EVOLVING AND MULTICULTURAL WORLD THROUGH A COMMITMENT TO INDIVIDUALIZED ATTENTION, EXCEPTIONAL TEACHING, AND ACADEMIC EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1921 | TotalNbrEmployees |
| Total Nbr Volunteers | 310 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5873258 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8055283 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 92904654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 93337468 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 488746 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1666688 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2520549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2046318 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 101787207 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105105757 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 23301196 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24160630 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 44313246 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46043088 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 7304 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 171508 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1294135 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31712892 | OtherExpensePriorYear |
| Other Expenses Current Year | 32288062 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 99334638 | TotalExpensesPriorYear |
| Total Expenses Current Year | 102663288 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2452569 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2442469 | RevenuesLessExpensesCY |
| Total Assets BOY | 144202555 | TotalAssetsBOY |
| Total Assets EOY | 151354084 | TotalAssetsEOY |
| Total Liabilities BOY | 70455773 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70165867 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73746782 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 81188217 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CONTINUE THE WILKES TRADITION OF LIBERALLY EDUCATING OUR STUDENTS FOR LIFELONG LEARNING AND SUCCESS IN A CONSTANTLY EVOLVING AND MULTICULTURAL WORLD THROUGH A COMMITMENT TO INDIVIDUALIZED ATTENTION, EXCEPTIONAL TEACHING, SCHOLARSHIP AND ACADEMIC EXCELLENCE, WHILE CONTINUING THE UNIVERSITY'S COMMITMENT TO COMMUNITY ENGAGEMENT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 32938831 | Expense |
| Grants | 31995 | Grants |
| Revenue | 84469184 | Revenue |
| Description | INSTRUCTION- INCLUDES ALL EXPENDITURES FOR ACTIVITIES THAT ARE PART OF THE INSTITUTION'S INSTRUCTIONAL PROGRAMS. THIS INCLUDES CREDIT AND NON-CREDIT COURSES, ACADEMIC, VOCATIONAL, AND TECHNICAL INSTRUCTION. THE UNIVERSITY OFFERS 36 UNDERGRADUATE MAJORS, 10 GRADUATE PROGRAMS AND SEVERAL PRE-PROFESSIONAL PROGRAMS. ENROLLMENT INCLUDES 2,200 FULL-TIME UNDERGRADUATE STUDENTS FROM OVER 19 STATES AND 11 FOREIGN COUNTRIES. CLASS SIZES ARE KEPT SMALL TO ENABLE GREATER ACCESS TO PROFESSORS AND MORE INDIVIDUALIZED ATTENTION IN THE CLASSROOM. UNDERGRADUATE FRESHMEN CLASS SIZES AVERAGE 25 STUDENTS WITH 20 STUDENTS FOR UPPER LEVEL CLASSES. WILKES IS DEDICATED TO BEING A LEADER IN HIGHER EDUCATION THROUGHOUT THE NORTHEASTERN UNITED STATES AND IS DEDICATED TO ACADEMIC EXCELLENCE THROUGH MENTORING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26422582 | Expense |
| Grants | 24128635 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIP- INCLUDES EXPENDITURES FOR GENERAL, NEED BASED, AND ENDOWMENT SCHOLARSHIPS AND FELLOWSHIPS FROM RESTRICTED OR UNRESTRICTED CURRENT FUNDS IN THE FORM OF GRANTS TO STUDENTS, RESULTING FROM SELECTION BY DIVISION OF ENROLLMENT MANAGEMENT. AT LEAST 85% OF STUDENTS RECEIVED SOME SORT OF FINANCIAL AID. GRANTS AWARDED INCLUDE PENNSYLVANIA STATE GRANTS (PHEAA) AND WILKES NEED BASED GRANTS. ALSO INCLUDED IS TUITION REMISSION FOR GRADUATE ASSISTANTS AND OTHER LOCAL COLLEGES AND PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9730541 | Expense |
| Grants | 0 | Grants |
| Revenue | 8868284 | Revenue |
| Description | STUDENT SERVICES- INCLUDES FUNDS EXPENDED FOR ACTIVITIES WITH THE PRIMARY PURPOSE OF CONTRIBUTING TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AND INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE THE CONTEXT OF THE FORMAL INSTRUCTION PROGRAM. WILKES CLASSIFIES THE FOLLOWING OFFICES INTO THIS PROGRAM: OFFICES OF ENROLLMENT SERVICES (ADMISSIONS), REGISTRAR, FINANCIAL AID ADMINISTRATION, CAREER SERVICES, AND HEALTH AND WELLNESS SERVICES. IN ADDITION, EXPENDITURES FOR STUDENT ACTIVITIES, CULTURAL EVENTS, INTRAMURAL AND INTERCOLLEGIATE ATHLETICS, FRESHMAN ORIENTATION, AND STUDENT CLUBS AND ORGANIZATIONS ARE CONSIDERED STUDENT SERVICES FOR FINANCIAL STATEMENT PURPOSES. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 9362661 | 0 | 0 | ACADEMIC SUPPORT - SEE SCHEDULE O |
| 1327975 | 0 | 0 | RESEARCH - SEE SCHEDULE O |
| 1006620 | 0 | 0 | PUBLIC SERVICE - SEE SCHEDULE O |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 11697256 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 80789210 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 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 | true | 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 | 215 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1921 | 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 | 33 | 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 | true | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANET KOBYLSKI | NamePerson |
| Telephone Number | 5704084501 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 WEST SOUTH STREET | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 187660999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (47 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 |
|---|---|---|---|---|---|---|---|---|
| REVEREND MICHAEL BREWSTER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DANIEL CARDELL | ||||||||
| VICE CHAIR AND TRUSTEE | 11.0 | X | 0 | 0 | 0 | X | ||
| LAURA CARDINALE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| TERRY CASEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DENISE S CESARE | ||||||||
| TRUSTEE | 7.0 | X | 0 | 0 | 0 | |||
| CHARLES F COHEN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DOUG COLANDREA | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JEFF DAVIDOWITZ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| SHELLEY FREEMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL I GOTTDENKER | ||||||||
| TRSUR/ASST SECRETARY/TRUSTEE | 10.0 | X | 0 | 0 | 0 | X | ||
| DAVID GREENWALD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JASON GRIGGS | ||||||||
| TRUSTEE | 6.0 | X | 0 | 0 | 0 | |||
| WILLIAM HANBURY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOHN KERR | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| CAROL KEUP | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MILAN S KIRBY | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| DANIEL KLEM JR | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| DOROTHY DARLING MANGELSDORF | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MELANIE MASLOW LUMIA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL J MAHONEY | ||||||||
| SECRT/ASST TREASURER/TRUSTEE | 12.0 | X | 0 | 0 | 0 | X | ||
| GEORGE J MATZ | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| JOHN R MILLER | ||||||||
| CHAIR AND TRUSTEE | 12.0 | X | 0 | 0 | 0 | X | ||
| WILLIAM R MILLER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| GERALD A MOFFATT | ||||||||
| TRUSTEE | 7.0 | X | 0 | 0 | 0 | |||
| GEORGE PAWLUSH | ||||||||
| TRUSTEE | 6.0 | X | 0 | 0 | 0 | |||
| THOMAS RALSTON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HEDY RITTENMEYER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| STEVEN ROTH | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JAY S SIDHU | ||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| VIRGINIA P SIKES | ||||||||
| TRUSTEE | 7.0 | X | 0 | 0 | 0 | |||
| ELIZABETH A SLAUGHTER PHD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| MATTHEW R SORDONI | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH E GILMOUR | ||||||||
| PRESIDENT | 75.0 | X | 380218 | 0 | 105802 | X | ||
| PETRA CARVER | ||||||||
| VP FINANCE AND OPERATIONS | 60.0 | 109340 | 0 | 10920 | X | |||
| C REYNOLD VERRET | ||||||||
| PROVOST | 60.0 | 207804 | 0 | 55070 | X | |||
| PAUL ADAMS | ||||||||
| VP OF STUDENT AFFAIRS | 50.0 | 127519 | 0 | 19468 | X | |||
| MICHAEL WOOD | ||||||||
| VP OF ADVANCEMENT | 50.0 | 127113 | 0 | 48906 | X | |||
| MELANIE MICKELSON | ||||||||
| VP OF ENROLLMENT SERVICES | 50.0 | 118775 | 0 | 14828 | X | |||
| LOREN PRESCOTT | ||||||||
| DEAN LAW SCH / VP FIN & LEGAL | 50.0 | 222448 | 0 | 39670 | X | |||
| JANET KOBYLSKI | ||||||||
| INTERIM VP OF FIN / CONTROLLER | 50.0 | 123211 | 0 | 14973 | X | |||
| BERNARD GRAHAM | ||||||||
| DEAN PHARMACY NURSING | 50.0 | 173204 | 0 | 23292 | X | |||
| PAUL BROWNE | ||||||||
| DEAN BUSINESS SCHOOL | 50.0 | 160691 | 0 | 28319 | X | |||
| MICHAEL SPEZIALE | ||||||||
| DEAN GRADUATE STUDIES | 50.0 | 142155 | 0 | 27762 | X | |||
| DALE BRUNS | ||||||||
| DEAN/CHAIR COLLEGE OF SCIENCE | 50.0 | 146444 | 0 | 19470 | X | |||
| S KALIM | ||||||||
| PROFESSOR | 50.0 | 127788 | 0 | 15650 | X | |||
| BONNIE CULVER | ||||||||
| DIR, CREATIVE WRITERS PROG | 50.0 | 136474 | 0 | 13909 | X | |||
| TERI OOMS | ||||||||
| DIR. JOINT URBAN STUDIES | 50.0 | 144791 | 0 | 13638 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2447975 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 451677 | TotalOtherCompensation |
| Number Individuals GT100 K | 63 | 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 INC | |||||
| 4 COUNTRY VIEW ROAD | MALVERN | PA | 19355 | IT MANAGEMENT | 3423730 |
| SODEXO INC AFFILIATES | |||||
| 9801 WASHINGTONIAN BOULEVARD | GAITHERSBURG | MD | 20878 | FOOD SERVICE MGMT | 2894741 |
| LEARNING SCIENCES INTERNATIONAL | |||||
| 175 CORNELL ROAD | BLAIRSVILLE | PA | 15717 | ACADEMIC COURSES | 1544379 |
| 160 OVER 90 | |||||
| 1 SOUTH BROAD STREET 10TH FLOOR | PHILADELPHIA | PA | 19107 | MARKETING | 594875 |
| DISCOVERY EDUCATION INC | |||||
| 1 DISCOVERY PLACE | SILVER SPRING | MD | 209103354 | ACADEMIC COURSES | 520342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 118852 | FundraisingEvents |
| Government Grants | 3902300 | GovernmentGrants |
| All Other Contributions | 4034131 | AllOtherContributions |
| Noncash Contributions | 8218 | NoncashContributions |
| Total Contributions | 8055283 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 84469184 | 84469184 |
| AUXILIARY ENTERPRISES | 900099 | 8868284 | 8868284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 93337468 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1002972 | TotalRevenueColumn |
| Exclusion | $1,002,972 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212 | TotalRevenueColumn |
| Exclusion | $212 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99000 | TotalRevenueColumn |
| Exclusion | $99,000 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 72147 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29857 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 42290 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42290 | TotalRevenueColumn |
| Exclusion | $42,290 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6166454 | Securities |
| Other | 7000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5506748 | Securities |
| Other | 3202 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 659706 | Securities |
| Other | 3798 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 663504 | TotalRevenueColumn |
| Exclusion | $663,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34801 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 118852 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 88875 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -54074 | TotalRevenueColumn |
| Exclusion | -$54,074 | ExclusionAmount |
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 (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ENDOWMENT DRAWDOWNS | 900099 | 1363000 | $1,363,000 | |
| MISCELLANEOUS | 900099 | 596102 | 596102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1959102 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105105757 | TotalRevenueColumn |
| Related Or Exempt Function Income | 93933570 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,116,904 | 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 | 24128635 | Total |
| Program Services | 24128635 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31995 | Total |
| Program Services | 31995 | ProgramServices |
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 | 1906384 | Total |
| Program Services | 672030 | ProgramServices |
| Management And General | 1234354 | ManagementAndGeneral |
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 | 34465659 | Total |
| Program Services | 28753967 | ProgramServices |
| Management And General | 5203550 | ManagementAndGeneral |
| Fundraising | 508142 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309866 | Total |
| Program Services | 1899025 | ProgramServices |
| Management And General | 368840 | ManagementAndGeneral |
| Fundraising | 42001 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4673954 | Total |
| Program Services | 3992052 | ProgramServices |
| Management And General | 647487 | ManagementAndGeneral |
| Fundraising | 34415 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2687225 | Total |
| Program Services | 2217247 | ProgramServices |
| Management And General | 432387 | ManagementAndGeneral |
| Fundraising | 37591 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63086 | Total |
| Program Services | 8766 | ProgramServices |
| Management And General | 54320 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150575 | Total |
| Management And General | 150575 | ManagementAndGeneral |
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 | 171508 | Total |
| Fundraising | 171508 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209740 | Total |
| Management And General | 209740 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6047005 | Total |
| Program Services | 4381792 | ProgramServices |
| Management And General | 1621267 | ManagementAndGeneral |
| Fundraising | 43946 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1258006 | Total |
| Program Services | 321461 | ProgramServices |
| Management And General | 918696 | ManagementAndGeneral |
| Fundraising | 17849 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3077626 | Total |
| Program Services | 1349767 | ProgramServices |
| Management And General | 1647574 | ManagementAndGeneral |
| Fundraising | 80285 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4164114 | Total |
| Program Services | 2788509 | ProgramServices |
| Management And General | 1375605 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3243883 | Total |
| Program Services | 2094593 | ProgramServices |
| Management And General | 1149290 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 845168 | Total |
| Program Services | 732718 | ProgramServices |
| Management And General | 75004 | ManagementAndGeneral |
| Fundraising | 37446 | 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 | 242672 | Total |
| Program Services | 211636 | ProgramServices |
| Management And General | 29063 | ManagementAndGeneral |
| Fundraising | 1973 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2637325 | Total |
| Program Services | 1416329 | ProgramServices |
| Management And General | 1220996 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4469084 | Total |
| Program Services | 2400021 | ProgramServices |
| Management And General | 2069063 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365326 | Total |
| Program Services | 365326 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE | 1110867 | 190044 | 915432 | 5391 |
| ENTERTAINMENT | 1064502 | 837781 | 186262 | 40459 |
| BAD DEBTS | 835485 | 662107 | 0 | 173378 |
| PRINTING AND PUBLICATIONS | 792339 | 483048 | 262472 | 46819 |
| BANK FEES | 409118 | 5481 | 403637 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1302141 | Total |
| Program Services | 844880 | ProgramServices |
| Management And General | 404329 | ManagementAndGeneral |
| Fundraising | 52932 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102663288 | Total |
| Program Services | 80789210 | ProgramServices |
| Management And General | 20579943 | ManagementAndGeneral |
| Fundraising | 1294135 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17705448 | BOY |
| EOY | 18395601 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1893430 | BOY |
| EOY | 3255767 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133313 | BOY |
| EOY | 1763986 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4026427 | BOY |
| EOY | 3563372 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736971 | BOY |
| EOY | 490205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 143137467 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72700721 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71313515 | BOY |
| EOY | 70436746 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31136394 | BOY |
| EOY | 36291801 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13981514 | BOY |
| EOY | 15756823 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275543 | BOY |
| EOY | 1399783 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144202555 | BOY |
| EOY | 151354084 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6992015 | BOY |
| EOY | 6738542 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1197334 | BOY |
| EOY | 1003489 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52975000 | BOY |
| EOY | 52975000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86790 | BOY |
| EOY | 41055 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9204634 | BOY |
| EOY | 9407781 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70455773 | BOY |
| EOY | 70165867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38480984 | BOY |
| EOY | 40270072 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12336275 | BOY |
| EOY | 15846373 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22929523 | BOY |
| EOY | 25071772 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73746782 | BOY |
| EOY | 81188217 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144202555 | BOY |
| EOY | 151354084 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2442469 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4998966 | 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1441500 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32667073 | BeginningOfYearBalance |
| Contributions | 551885 | Contributions |
| Investment Earnings Or Losses | 6619932 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1363000 | GrantsOrScholarships |
| Administrative Expenses | 183542 | AdministrativeExpenses |
| End Of Year Balance | 38292348 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29448828 | BeginningOfYearBalance |
| Contributions | 906589 | Contributions |
| Investment Earnings Or Losses | 4155073 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1675095 | GrantsOrScholarships |
| Administrative Expenses | 168322 | AdministrativeExpenses |
| End Of Year Balance | 32667073 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38843902 | BeginningOfYearBalance |
| Contributions | 964402 | Contributions |
| Investment Earnings Or Losses | -8661856 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1530321 | GrantsOrScholarships |
| Administrative Expenses | 167299 | AdministrativeExpenses |
| End Of Year Balance | 29448828 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.27000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.47000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26000 | TermEndowmentEOYBalance |
| 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 | 5239356 | OtherCostOrOtherBasis |
| Book Value | 5239356 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97671276 | OtherCostOrOtherBasis |
| Depreciation | 41033816 | Depreciation |
| Book Value | 56637460 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26854767 | OtherCostOrOtherBasis |
| Depreciation | 24304560 | Depreciation |
| Book Value | 2550207 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13372068 | OtherCostOrOtherBasis |
| Depreciation | 7362345 | Depreciation |
| Book Value | 6009723 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 70436746 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 7042163 | F |
| ALTERNATIVE INVESTMENTS | 5328235 | F |
| FUNDS HELD IN TRUST FOR OTHERS | 3368289 | F |
| REAL ESTATE INVESTMENT TRUST | 18136 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15756823 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM FED GOVT | $3,425,247 |
| INVESTMENTS HELD IN TRUST | $3,368,289 |
| POSTRETIREMENT BENEFITS | $1,195,683 |
| UNAMORTIZED BOND PREMIUM | $959,942 |
| LIABILITY UNDER SPLIT INTEREST | $410,771 |
| DEPOSITS HELD IN CUSTODY | $47,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9407781 | TotalOfAmounts |
| Total Revenue | 105105757 | TotalRevenue |
| Total Expenses | 102663288 | TotalExpenses |
| Excess Or Deficit For Year | 2442469 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4159806 | NetUnrealizedGLOnInvestments |
| Other | $839,160 | OtherAmount |
| Total Adjustments | 4998966 | TotalAdjustments |
| Excess Or Deficit Per FS | 7441435 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 85881315 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4159806 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 10000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 118732 | OtherRevenues |
| Revenue Not Rptd F990 | 4288538 | RevenueNotRptdF990 |
| Revenue Subtotal | 81592777 | RevenueSubtotal |
| Investment Expenses Not Included | 191510 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 23321470 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23512980 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105105757 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 78439880 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 10000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 118732 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 128732 | ExpensesNotRptdF990 |
| Expenses Subtotal | 78311148 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 191510 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 24160630 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 24352140 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 102663288 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| WORKS OF ART | SCHEDULE D, PART III, LINE 4 | A COLLECTION OF ARTWORK IS MAINTAINED BY THE UNIVERSITY PURELY FOR PUBLIC DISPLAY BOTH IN THE ART GALLERY AND AMONG CAMPUS. THEY ARE NOT HELD FOR SALE. |
| ENDOWMENT FUND | SCHEDULE D, PART V, LINE 4 | THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS AS WELL AS DEPARTMENTAL CHAIRS AND TO SUPPORT OPERATING EXPENSES. |
| TAX POSITIONS UNDER FIN 48 | SCHEDULE D, PART X, LINE 2 | THE UNIVERSITY IS INCORPORATED IN THE COMMONWEALTH OF PENNSYLVANIA AS A NONPROFIT ORGANIZATION. THE UNIVERSITY HAS RECEIVED A DETERMINATION FROM THE INTERNAL REVENUE SERVICE THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C )(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | CHANGE IN VALUE OF PERPETUAL TRUSTS AND SPLIT INTEREST AGREEMENTS..........................839,160 |
| REVENUE RECONCILIATION | SCHEDULE D, PART XII, LINES 2D AND 4B | LINE 2D RENT EXPENSES....................................$ 29,857 DIRECT EXPENSES (SPECIAL EVENT)................... 88,875 ======== TOTAL............................................$ 118,732 LINE 4B SCHOLARSHIP AID...............................$ 24,160,630 CHANGE IN VALUE OF PERPETUAL TRUSTS AND SPLIT INTEREST AGREEMENTS................... (839,160) =========== TOTAL.........................................$ 23,321,470 |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINES 2D AND 4B | LINE 2D RENT EXPENSES....................................$ 29,857 DIRECT EXPENSES (SPECIAL EVENT)................... 88,875 ======== TOTAL............................................$ 118,732 LINE 4B SCHOLARSHIP AID...............................$ 24,160,630 |
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 | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3 | ALL PUBLICATIONS IN THE AREAS OF RECRUITMENT PUBLICIZE THE UNIVERSITY'S NON-DISCRIMINATORY POLICY. |
| FINANCIAL AID | SCHEDULE E, LINE 6A | LOAN PROGRAMS (PERKINS AND NURSING), SEOG, COLLEGE WORK STUDY, IAG (INSTITUTIONAL ASSISTANCE GRANT), PELL GRANT, MISCELLANEOUS NEED-BASED PHEAA GRANTS, NATIONAL GUARD AWARDS, AND PRIVATE SCHOLARSHIPS (ROTC PROGRAM). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|
| South Asia | Program Services | FOREIGN STUDY | 25578 | |
| South Asia | Grantmaking | 31995 | ||
| South Asia | Program Services | RECRUITING STUDENTS | 5000 | 1 |
| East Asia and the Pacific | Program Services | RECRUITING STUDENTS | 5650 | 1 |
| Middle East and North Africa | Program Services | RECRUITING STUDENTS | 2525 | |
| Central America and the Caribbean | Investments | 3221404 | ||
| Europe (Including Iceland and Greenland) | Investments | 386348 | ||
| North America | Investments | 101432 | ||
| East Asia and the Pacific | Investments | 43774 | ||
| Sub-Saharan Africa | Investments | 28469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3852175 | SubtotalAmountSpent |
| Total Amount Spent | 3852175 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TUITION DISCOUNT | TypeOfAssistance |
| Region | South Asia | Region |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Manner Of Cash Disbursement | OTHER | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 31995 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | DISCOUNT | DescriptionOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | JEROLD PANAS LINZY PTRNS | NameOfIndividual |
| Activity | CONSULTING STRATEGY | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 171508 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 171508 | TotalRetainedByContractors |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LECTURE SERIES | NameOfEvent1 |
| Gross Receipts Event1 | 105729 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 97476 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8253 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3477 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 28787 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 18755 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 24345 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8150 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16195 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 6428 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 7690 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3353 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23579 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 13226 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 10353 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 3504 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 100 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 4281 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 153653 | GrossReceiptsTotal |
| Charitable Contributions Total | 118852 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34801 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3477 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 38719 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 20290 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 26389 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 88875 | DirectExpenseSummaryEvents |
| Net Income Summary | -54074 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROFESSIONAL FUNDRAISER | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B | ReturnReference |
| Explanation | THE FIRM "JEROLD PANAS, LINZY & PTRNS" PROVIDES ON SITE COUNSEL FOR A $20 MILLION CAPITAL CAMPAIGN AS WELL AS DEVELOPS STRATEGY FOR THE CAMPAIGN INCLUDING VOLUNTEER ORGANIZATION, PROSPECT ASSESSMENT, AND SOLICITATION SCHEDULES AND TIMELINES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| DISCOUNTS TO ALUMNI AND DEPENDENTS | 1 | 2580 |
| NAMED SCHOLARSHIPS | 231 | 881582 |
| NEED BASED GRANTS AND SCHOLARSHIPS | 1339 | 7353193 |
| OTHER SCHOLARSHIPS | 1573 | 13698035 |
| REMISSIONS - GRAD ASSISTANTS UPWARD BOUND ETC | 356 | 2193245 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF SCHEDULE FINANCIAL AID AWARDS | Identifier |
| Return Reference | SCHEDULE I, PART I | ReturnReference |
| Explanation | WILKES UNIVERSITY MAINTAINS A COMPREHENSIVE PROGRAM OF FINANCIAL AID TO ASSIST STUDENTS IN THE FINANCING OF THEIR EDUCATIONAL PROGRAMS. THE UNIVERSITY AWARDS BOTH MERIT SCHOLARSHIPS AND NEED-BASED GRANTS TO UNDERGRADUATE STUDENTS. MERIT AWARDS ARE BASED ON HIGH SCHOOL ACHIEVEMENT INCLUDING SAT SCORES AND HIGH SCHOOL CLASS RANK. STUDENTS MUST COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID TO HAVE THEIR ELIGIBILITY FOR NEED-BASED AID DETERMINED. IN ADDITION, THE UNIVERSITY HAS A GRADUATE ASSISTANTSHIP PROGRAM THAT PROVIDES REMISSION OF TUITION CHARGES FOR THOSE STUDENTS SELECTED BY THE GRADUATE OFFICE TO PARTICIPATE IN THE PROGRAM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH E GILMOUR | |||||||||||||
| 250481 | 0 | 128513 | 0 | 1224 | 0 | 38554 | 0 | 67248 | 0 | 486020 | 0 | 0 | 0 |
| C REYNOLD VERRET | |||||||||||||
| 206580 | 0 | 0 | 0 | 1224 | 0 | 21473 | 0 | 33597 | 0 | 262874 | 0 | 0 | 0 |
| MICHAEL WOOD | |||||||||||||
| 125889 | 0 | 0 | 0 | 1224 | 0 | 13500 | 0 | 35406 | 0 | 176019 | 0 | 0 | 0 |
| LOREN PRESCOTT | |||||||||||||
| 221224 | 0 | 0 | 0 | 1224 | 0 | 22354 | 0 | 17316 | 0 | 262118 | 0 | 0 | 0 |
| MICHAEL SPEZIALE | |||||||||||||
| 139815 | 0 | 0 | 0 | 2340 | 0 | 13981 | 0 | 13781 | 0 | 169917 | 0 | 0 | 0 |
| DALE BRUNS | |||||||||||||
| 146444 | 0 | 0 | 0 | 0 | 0 | 15000 | 0 | 4470 | 0 | 165914 | 0 | 0 | 0 |
| BONNIE CULVER | |||||||||||||
| 135640 | 0 | 0 | 0 | 834 | 0 | 11063 | 0 | 2846 | 0 | 150383 | 0 | 0 | 0 |
| TERI OOMS | |||||||||||||
| 125103 | 0 | 19688 | 0 | 0 | 0 | 12589 | 0 | 1049 | 0 | 158429 | 0 | 0 | 0 |
| BERNARD GRAHAM | |||||||||||||
| 173204 | 0 | 0 | 0 | 0 | 0 | 18058 | 0 | 5234 | 0 | 196496 | 0 | 0 | 0 |
| PAUL BROWNE | |||||||||||||
| 159542 | 0 | 0 | 0 | 1149 | 0 | 15954 | 0 | 12365 | 0 | 189010 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HOUSING ALLOWANCE | SCHEDULE J, PART I | HOUSING IS PROVIDED FOR THE UNIVERSITY PRESIDENT, VP OF FINANCE AND UNIVERSITY'S PROVOST AS WELL AS THEIR FAMILIES. THIS INCLUDES PAYMENT OF ALL UTILITIES AND INSURANCE ON THE HOUSE. NO PART OF THE HOUSING ALLOWANCE IS TREATED AS TAXABLE COMPENSATION. |
| HEALTH OR SOCIAL CLUB DUES | SCHEDULE J, PART I | ALL UNIVERSITY EMPLOYEES ARE OFFERED A MEMBERSHIP AT THE LOCAL YMCA. IN ADDITION, CERTAIN MEMBERS OF THE PRESIDENT'S CABINET BELONG TO A LOCAL SOCIAL CLUB WHICH REQUIRES DUES OF $102 PER MONTH. THE SOCIAL CLUB DUES PROVIDED TO THE PRESIDENT'S CABINET ARE THE ONLY DUES TREATED AS TAXABLE COMPENSATION. |
| PERSONAL SERVICES | SCHEDULE J, PART I | CLEANING SERVICES ARE PROVIDED AT THE PRESIDENT'S RESIDENCE BY A UNIVERSITY CUSTODIAN. THE CLEANING SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION. |
| VP OF FINANCE POSITION | SCHEDULE J | THE VP OF FINANCE POSITION WAS HELD BY PETRA CARVER THROUGH AUGUST OF 2010. THE FORMER DEAN OF THE LAW SCHOOL, LOREN PRESCOTT, TOOK OVER THIS POSITION IN DECEMBER OF 2010. IN THE INTERIM, THE CONTROLLER, JANET KOBYLSKI SERVED AS ACTING VP OF FINANCE. |
| TRAVEL FOR COMPANIONS | SCHEDULE J, PART I | TRAVEL FOR COMPANIONS IS FOR THE PRESIDENT'S SPOUSE. NO PART OF THE TRAVEL FOR COMPANIONS IS TREATED AS TAXABLE COMPENSATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF WILKES BARRE FINANCE AUTHORITY SERIES 2007 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 968254AC6 | CUSIPNumber |
| Date Issued | 2007-05-30 | DateIssued |
| Issue Price | 54134142 | IssuePrice |
| Description Of Purpose | REFUNDING BONDS AND PREPAYING | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 54134142 | TotalProceeds |
| Amount In Reserve Fund | 2127750 | AmountInReserveFund |
| Refunding Escrow | 51254416 | RefundingEscrow |
| Issuance Costs From Proceeds | 738963 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 13013 | WorkingCapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | true | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00341 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.02981 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.03322 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBER OF AN LLC | SCHEDULE K, PART III, LINE 1 | WILKES UNIVERSITY IS THE SOLE MEMBER OF WU REAL ESTATE, LLC, WHICH IS TREATED AS A DISREGARDED ENTITY OF THE UNIVERSITY. WU REAL ESTATE LLC'S OWNERSHIP OF BOND FINANCED FACILITIES IS THEREFORE TREATED AS OWNERSHIP BY A 501( C)(3) ENTITY. |
| PRIVATE BUSINESS USE BY OTHER THAN 501 (C)(3) ORGANIZATION | SCHEDULE K, PART III, LINE 4 | THE PERCENTAGE SHOWN ON PART III, LINE 4 REPRESENTS RENT RECEIVED FROM A HOLDOVER BUSINESS TENANT OF A BUILDING PURCHASED BY THE UNIVERSITY AND IS CALCULATED ON THE BASIS OF ONE BUILDING WHICH WAS FINANCED BY APPROXIMATELY 19.63% OF THE PROCEEDS OF THE BOND ISSUE. |
| PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY | SCHEDULE K, PART III, LINE 5 | THE AMOUNTS SHOWN ON PART III, LINE 5 REPRESENT RENT RECEIVED FROM ELDERLY HOLDOVER TENANTS OF A BUILDING PURCHASED BY THE UNIVERSITY TO PROVIDE STUDENT HOUSING. THESE NON-STUDENT TENANTS ARE PERMITTED TO STAY IN THE BUILDING UNTIL THE TENANT DECIDES TO TERMINATE THE LEASE. THE PERCENTAGE IS CALCULATED ON THE BASIS OF ONE BUILDING WHICH WAS FINANCED BY APPROXIMATELY 19.63% OF THE PROCEEDS OF THE BOND ISSUE, AND OVER THE TERM OF THE BONDS. AS THESE NON-STUDENT LEASES ARE TERMINATED, THE UNIVERSITY EXPECTS THAT THE UNRELATED USE WILL DROP TO 0% AND REPRESENT A VERY SMALL PORTION OF THE USE OF THE BUILDING. |
| TOTAL PRIVATE BUSINESS USE | SCHEDULE K, PART III, LINE 6 | THIS PERCENTAGE REPRESENTS USE OF ONLY ONE BUILDING FINANCED WITH APPROXIMATELY 19.63% OF THE BOND PROCEEDS. THE USE AS MEASURED OVER THE ENTIRE BOND ISSUE IS LESS THAN 1% OF THE BOND PROCEEDS FOR THE ANNUAL PERIOD COVERED BY SCHEDULE K. |
| PRACTICES AND PROCEDURES FOR TAX EXEMPT BOND LIABILITIES | SCHEDULE K, PART III, LINE 7 | ALTHOUGH WILKES HAS ADOPTED MANAGEMENT PRACTICES AND PROCEDURES TO ENSURE THE POST ISSUANCE COMPLIANCE OF ITS TAX EXEMPT BOND LIABILITIES, THESE PRACTICES AND PROCEDURES WERE NOT IN WRITING AT THE END OF WILKES' TAX YEAR. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DENISE CESARE | |||
| SEE SCHEDULE L, PART V | 822637 | HEALTH INSURANCE PLAN | false |
| SHELLEY FREEMAN | |||
| SEE SCHEDULE L, PART V | 115500 | BANKING SERVICES | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GOVERNING DOCUMENTS | Identifier |
| Return Reference | FORM 990, PART IV, LINE 28C AND SCHEDULE L, PART IV | ReturnReference |
| Explanation | DENISE CESARE, A MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES IS THE PRESIDENT AND CEO OF BLUE CROSS OF NEPA. SHELLEY FREEMAN, A MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES IS AN OFFICER WITH WELLS FARGO BANK (FORMERLY WACHOVIA BANK). THE UNIVERSITY CURRENTLY HAS A BANKING RELATIONSHIP WITH VARIOUS FINANCIAL INSTITUTIONS, INCLUDING WELLS FARGO. THE SERVICES PROVIDED BY WELLS FARGO INCLUDE DEPOSITORY, CHECKING ACCOUNT, AND A LINE OF CREDIT. DURING THE TAX YEAR, THE UNIVERSITY EARNED INTEREST OF $40,206.69 AND PAID SERVICE CHARGES AND ADDITIONAL FEES OF $75,293.16. THE UNIVERSITY ENTERED INTO ITS BANKING RELATIONSHIP WITH WACHOVIA BANK WHILE SHELLEY FREEMAN WAS AN OFFICER WITH WELLS FARGO BANK. SUBSEQUENTLY, WACHOVIA BANK BECAME A PART OF WELLS FARGO BANK. ALL CONTRACTS IN THE ABOVE RELATIONSHIPS ARE CONTRACTED AT ARM'S LENGTH THROUGH THE UNIVERSITY'S PROCUREMENT PROCESS WHICH INCLUDES A COMPETITIVE BID PROCESS AND THE PERSONS DISCLOSED ARE NOT PART OF THE DECISION MAKING PROCESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III | ACADEMIC SUPPORT INCLUDES FUNDS EXPENDED TO PROVIDE SUPPORT SERVICES FOR THE INSTITUTION'S PRIMARY MISSION OF INSTRUCTION, RESEARCH, AND PUBLIC SERVICE. THE ACADEMIC ADMINISTRATION OF THE UNIVERSITY INCLUDING ACADEMIC DEANS BUT NOT DEPARTMENT CHAIRS THAT ARE CHARGED TO THEIR PRIMARY FUNCTION CATEGORY ARE FOUND IN THIS PROGRAM. ALL SALARIES, BENEFITS, AND OTHER EXPENSES FOR THE LIBRARY ARE ALSO CONSIDERED ACADEMIC SUPPORT. RESEARCH INCLUDES ALL EXPENDITURES FOR ACTIVITIES SPECIFICALLY ORGANIZED TO PRODUCE RESEARCH, WHETHER COMMISSIONED BY AN AGENCY EXTERNAL TO THE INSTITUTION OR SEPARATELY BUDGETED WITHIN THE UNIVERSITY. CHARGED TO THIS PROGRAM ARE EXPENDITURES RELATED TO THE INSTITUTE FOR PUBLIC POLICY AND ECONOMIC DEVELOPMENT, A PARTNERSHIP AMONG SEVERAL LOCAL COLLEGES WITH THE FUNCTION OF PRODUCING RESEARCH TO ASSIST COMMUNITY LEADERS IN MAKING INFORMED DECISIONS. IN ADDITION TO THIS, THE EXPENSES OF SEVERAL RESEARCH GRANTS ARE RECORDED TO THE RESEARCH CLASSIFICATION. PUBLIC SERVICE INCLUDES FUNDS EXPENDED FOR ACTIVITIES ESTABLISHED PRIMARILY TO PROVIDE NON-INSTRUCTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY. THE EXPENSES OF THE SMALL BUSINESS DEVELOPMENT CENTER, RADIO AND TELEVISION STUDIOS, SEVERAL COMMUNITY LECTURE SERIES, AND ART GALLERY ARE AMONG THOSE POSTED TO THIS PROGRAM. |
| 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11 | WILKES UNIVERSITY HAS ESTABLISHED A REVIEW PROCESS FOR THE FORM 990. THE INFORMATION IS MADE AVAILABLE TO THE ORGANIZATION'S OFFICERS, TRUSTEES, AND HIGHLY COMPENSATED INDIVIDUALS PRIOR TO THE FILING WITH THE IRS. |
| MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | WILKES UNIVERSITY'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND ANY INDIVIDUAL THAT HAS BUDGETARY / FINANCIAL RESPONSIBILITIES WITHIN THE UNIVERSITY. ANY CONFLICTS OF INTERESTS CONCERNING BOARD MEMBERS ARE FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED UPON SUBMISSION AND FORWARDED TO THE AUDIT COMMITTEE AS APPROPRIATE. ANY UNIVERSITY ACTIVITIES THAT HAVE A POTENTIAL CONFLICT ARE USUALLY DETECTED BEFORE A CONTRACT IS EXECUTED. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW AND APPROVAL OF TOP MANAGEMENT COMPENSATION AS WELL AS OFFICERS AND / OR KEY EMPLOYEES. BENCHMARK DATA FROM COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA) IS USED FOR COMPARATIVE PURPOSES FOR EXECUTIVE POSITIONS. THE LAST BENCHMARKING COMPARISON WAS COMPLETED WITHIN THE PAST FIVE YEARS. THE UNIVERSITY KEEPS WRITTEN DOCUMENTATION OF ITS DELIBERATION AND DECISION MAKING PROCESS. |
| GOVERNING DOCUMENTS | PART VI, SECTION C, LINE 19 | WILKES UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN....................................$ 4,159,806 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS....... $839,160 =========== TOTAL $ 4,998,966 =========== |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WU REAL ESTATE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 S FRANKLIN STREET | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 18766 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205799312 | EIN |
| Primary Activities | STUDNT RENTAL | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 68564 | TotalIncome |
| EOY Assets | 12519117 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKES UNIV | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|
| FLANNERY - CRUT | |||||
| ANNUITY | PA | TRUST | 0 | 335244 | 1.00000 |
| SAVITZ - CRAT | |||||
| ANNUITY | PA | TRUST | 0 | 6495 | 1.00000 |
| BARTUSKA-GORKA - CRUT | |||||
| ANNUITY | PA | TRUST | 0 | 214990 | 1.00000 |
| LEITER - CRUT | |||||
| ANNUITY | MD | TRUST | 0 | 21140 | 1.00000 |
| 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 | false | 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 | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments