MORAVIAN UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MORAVIAN UNIVERSITY (EIN 24-0795460)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-14
- IRS object ID
- 201110459349301011
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-14T10:35:39-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ParenteBeard LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Atwater Drive Suite 225 | AddressLine1 |
| City | Malvern | City |
| State | PA | State |
| ZIP Code | 19355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795460 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORA | NameControl |
| Phone | 6108611300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS A DOMCHEK | Name |
| Title | VP FOR FINANCE & ADMIN | Title |
| Phone | 6108611300 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leonard P Metkowski | Name |
| Phone | 6106478100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS A DOMCHEK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 98310157 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MORAVIAN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE AN INDEPENDENT, RESIDENTIAL AND COEDUCATIONAL LIBERAL ARTS COLLEGE AND THEOLOGICIAL SEMINARY AFFILIATED WITH THE MORAVIAN CHURCH IN AMERICA. MORAVIAN COLLEGE DELIVERS A VALUES-BASED LIBERAL ARTS EDUCATION IN A CARING ENVIRONMENT. LOCATED IN BETHLEHEM, PENNSYLVANIA, IT TRACES ITS FOUNDING TO 1742 AND IS RECOGNIZED AS AMERICA'S SIXTH-OLDEST COLLEGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 56 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1592 | TotalNbrEmployees |
| Total Nbr Volunteers | 875 | TotalNbrVolunteers |
| Total Gross UBI | 63473 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 35889 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10451326 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8527050 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 55005676 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56745253 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2978228 | InvestmentIncomePriorYear |
| Investment Income Current Year | -6609412 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4575079 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3952112 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 73010309 | TotalRevenuePriorYear |
| Total Revenue Current Year | 62615003 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17167049 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19425719 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31151557 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31030892 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1310066 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18554894 | OtherExpensePriorYear |
| Other Expenses Current Year | 17425774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66873500 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67882385 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6136809 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5267382 | RevenuesLessExpensesCY |
| Total Assets BOY | 172225133 | TotalAssetsBOY |
| Total Assets EOY | 176903863 | TotalAssetsEOY |
| Total Liabilities BOY | 38171305 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36715666 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 134053828 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140188197 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OPERATE AN INDEPENDENT, RESIDENTIAL AND COEDUCATIONAL LIBERAL ARTS COLLEGE AND THEOLOGICIAL SEMINARY AFFILIATED WITH THE MORAVIAN CHURCH IN AMERICA. MORAVIAN COLLEGE DELIVERS A VALUES-BASED LIBERAL ARTS EDUCATION IN A CARING ENVIRONMENT. LOCATED IN BETHLEHEM, PENNSYLVANIA, IT TRACES ITS FOUNDING TO 1742 AND IS RECOGNIZED AS AMERICA'S SIXTH-OLDEST COLLEGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 50257963 | Expense |
| Grants | 19143942 | Grants |
| Revenue | 50551660 | Revenue |
| Description | LIBERAL ARTS COLLEGE - DURING THE YEAR ENDED JUNE 30, 2010, MORAVIAN COLLEGE OPERATED AS AN INDEPENDENT, RESIDENTIAL LIBERAL ARTS COLLEGE AND THEOLOGICAL SEMINARY AFFILIATED WITH THE MORAVIAN CHURCH IN AMERICA. THE COLLEGE OFFERED UNDERGRADUATE AND GRADUATE PROGRAMS TO PREPARE MEN AND WOMEN FOR ADVANCED STUDY AND CONTINUOUS LEARNING, INDIVIDUAL ACHIEVEMENT, AND LEADERSHIP AND SERVICE FOR THE COMMON GOOD.MORAVIAN COLLEGE AND ITS THEOLOGIAL SEMINARY EDUCATED A DIVERSE GROUP OF STUDENTS FROM A GREAT VARIETY OF SOCIOECONOMIC, RELIGIOUS, RACIAL AND ETHNIC BACKGROUNDS, FROM APPROXIMATELY 21 STATES AND 10 FOREIGN COUNTRIES. DURING THE YEAR ENDED JUNE 30, 2010, AVERAGE ENROLLMENT AT THE COLLEGE WAS 1,512 FULL-TIME DAY STUDENTS CONSISTING OF 641 MEN AND 871 WOMEN PLUS 175 FULL-TIME EQUIVALENT STUDENTS IN ITS EVENING AND GRADUATE PROGRAMS.DURING THE YEAR ENDED JUNE 30, 2010, 1,549 COLLEGE STUDENTS RECEIVED GRANTS TOTALING $19,143,942. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7147430 | Expense |
| Revenue | 5405060 | Revenue |
| Description | AUXILIARY ENTERPRISES (EXPENSES EXCLUDING COST OF SALES AND REVENUE EXCLUDING GROSS SALES OF INVENTORY) - MORAVIAN COLLEGE PROVIDES TEXTBOOKS, EDUCATIONAL MATERIALS, AND SUPPLIES THROUGH ITS BOOKSTORE, PROVIDES LIVING ACCOMMODATIONS THROUGH ITS DORMITORIES AND PROVIDES NUTRITIOUS MEALS THROUGH ITS FOOD SERVICE TO THE STUDENTS LISTED IN PART III, LINE 4A. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1584973 | Expense |
| Grants | 281777 | Grants |
| Revenue | 788533 | Revenue |
| Description | THEOLOGICAL SEMINARY - MORAVIAN COLLEGE'S THEOLOGICAL SEMINARY, ROOTED IN THE MORAVIAN FAITH TRADITION, OFFERED GRADUATE DEGREES AND CONTINUING EDUCATION PROGRAMS TO PREPARE MEN AND WOMEN FOR EFFECTIVE LEADERSHIP AND SERVICE IN CONGREGATIONAL, COUNSELING, TEACHING, AND OTHER MINISTRIES. AVERAGE ENROLLMENT AT THE THEOLOGICAL SEMINARY WAS 52 FULL-TIME EQUIVALENT STUDENTS.DURING THE YEAR ENDED JUNE 30, 2010, 82 SEMINARY STUDENTS RECEIVED GRANTS TOTALING $281,777. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 58990366 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2898 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1592 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 56 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH K KALAPAY | NamePerson |
| Telephone Number | 6108611539 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 180186650 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (65 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REV DR FRANK L CROUCH | |||||||
| VP/DEAN THEO SEM/SEM TRU | 40.00 | X | X | 80113 | 0 | 23849 | |
| REV DR CHRISTOPHER M | |||||||
| PRESIDENT/COLLEGE & SEM | 40.00 | X | X | 237378 | 0 | 73423 | |
| CURTIS H BARNETTE | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV DAVID BENNETT | |||||||
| COLLEGE & SEMINARY TRUST | 1.50 | X | 0 | 0 | 0 | ||
| DELIGHT E BREIDEGAM | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| CONCETTA BURKE | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| RT REV DR WAYNE BURKE | |||||||
| COLLEGE & SEMINARY TRUST | 1.50 | X | 0 | 0 | 0 | ||
| REV DR DOUGLAS W CALD | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| GREGORY CHRISTENSEN | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| LYN TRODAHL CHYNOWETH | |||||||
| COLLEGE & SEMINARY TRUST | 1.50 | X | 0 | 0 | 0 | ||
| DR HARRY G DIMOPOULOS | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| ANNE DUTLINGER | |||||||
| COLLEGE TRUSTEE | 40.00 | X | 66392 | 0 | 13564 | ||
| MICHAEL M ELLIS | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| GENEVIEVE GEE | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| NICHOLAS S HEIMBACH | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 1889 | 0 | 0 | ||
| WILTON GRANNUM | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| CANDY BARR HEIMBACH | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| PRISCILLA HURD | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DR RICHARD T KINGSTON | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DR ROBERT MAYER | |||||||
| COLLEGE TRUSTEE | 40.00 | X | 90199 | 0 | 7639 | ||
| DEBORAH MCKINNON | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| SALLY BREIDEGAM MIKSIEWI | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DR A KATHRINE MILLER | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DR PARRY J MILLER | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV ELIZABETH D MILLER | |||||||
| COLLEGE & SEMINARY TRUST | 1.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER OHMACHT | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| BETSEY PUTH | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| KENNETH RAMPOLLA | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| A REED RAYMOND | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| FREDERICK A REINHARD | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| ROBERT SCHOENEN | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| KELLY SCHNEIDER | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 1395 | 0 | 0 | ||
| PAUL G SITTENFELD | |||||||
| COLLEGE & SEMINARY TRUST | 1.50 | X | 0 | 0 | 0 | ||
| HONNIE P SPENCER | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DR SUSAN STUDDS | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| NANCY A TAYLOR | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| MARTIN L TRICHON | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| WALTER F WILLIAMS | |||||||
| COLLEGE TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| STEPHEN BLACK | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| BRUCE BOWEN | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV BRIAN R DIXON | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV OTTO DREYDOPPEL | |||||||
| SEMINARY TRUSTEE | 40.00 | X | 44382 | 0 | 20038 | ||
| REV DR EILEEN EDWARDS | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| MARTY S HANCOCK | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV JANE A HARBERG | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| J ROBERT HESS | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV JAMES T HICKS | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| WILMA A LEWIS | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| YVONNE T MADDOX | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV JAMI L POSSINGER | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV DR NEIL ROUTH | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV DR CRAIG TROUTMAN | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| LAURA TURNER | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| RUSSELL WILLIAMS | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 1970 | 0 | 0 | ||
| HEATHER H VACEK | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| REV DR JANICE M YOUNG | |||||||
| SEMINARY TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| PETER A CAPUTO | |||||||
| VP INSTITUTIONAL ADVANCE | 40.00 | X | 142005 | 0 | 14505 | ||
| DENNIS A DOMCHEK | |||||||
| VP FOR FINANCE & ADMINIS | 40.00 | X | 131468 | 0 | 20578 | ||
| BEVERLY J KOCHARD | |||||||
| VP STUDENT SVCS/DEAN OF | 40.00 | X | 102253 | 0 | 19884 | ||
| ANNE M REID | |||||||
| TREASURER | 32.50 | X | 74215 | 0 | 28067 | ||
| BERNARD J STORY | |||||||
| VP ENROLLMENT | 40.00 | X | 105218 | 0 | 54982 | ||
| GORDON WEIL | |||||||
| VP ACADEMIC AFFAIRS/DEAN | 40.00 | X | 136702 | 0 | 20345 | ||
| JOHN R DILENDIK | |||||||
| PROFESSOR EDUCATION | 40.00 | 108135 | 0 | 73251 | X | ||
| MARK F REED | |||||||
| DIR - BUS & FIN OPS | 40.00 | 105441 | 0 | 11137 | X | ||
| DOUGLAS J PLOTTS | |||||||
| DIR - FMPC | 40.00 | 100064 | 0 | 16280 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1529219 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 397542 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 |
|---|---|---|---|---|---|
| ST LUKE'S HOSPITAL SCHOOL OF NURSING | |||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | PROFESSIONAL EDUCATION SVCS | 841483 |
| C & D WATERPROOFING CORPORATION | |||||
| 300 PAPERMILL ROAD | BLOOMSBURG | PA | 17815 | CONSTRUCTION - FEES/MATERIALS | 352848 |
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOODSERVICE MANAGEMENT | 248214 |
| ALVIN H BUTZ INC | |||||
| 840 HAMILTON STREET SUITE 600 PO | ALLENTOWN | PA | 181050509 | CONSTRUCTION MANAGEMENT | 143774 |
| HEMMLER CAMAYD ARCHITECTS | |||||
| 409 LACKAWANNA AVE SUITE 400 | scranton | PA | 18503 | ARCHITECT | 127865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 36027 | FundraisingEvents |
| Government Grants | 964528 | GovernmentGrants |
| All Other Contributions | 7526495 | AllOtherContributions |
| Noncash Contributions | 186832 | NoncashContributions |
| Total Contributions | 8527050 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 51177665 | 51177665 |
| DORMITORY FEES & RENTA | 611710 | 5405060 | 5405060 |
| FEDERAL ADMINISTRATIVE | 611710 | 69761 | 69761 |
| MISCELLANEOUS EDUCATIO | 611710 | 58117 | 58117 |
| ATHLETIC RECEIPTS | 611710 | 27125 | 27125 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7525 | TotalRevenueColumn |
| Unrelated Business Revenue | 7525 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56745253 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1416383 | TotalRevenueColumn |
| Exclusion | $1,416,383 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25145441 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33121170 | Securities |
| Other | 50066 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7975729 | Securities |
| Other | -50066 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8025795 | TotalRevenueColumn |
| Exclusion | -$8,025,795 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19650 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36027 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22226 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2576 | TotalRevenueColumn |
| Exclusion | -$2,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 6311013 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2501692 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3809321 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3809321 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT FEES & FINES | 611710 | 129911 | 129911 | |
| PASSTHROUGH ENTITY INC | 900000 | 55948 | 55948 | |
| MISCELLANEOUS | 611710 | -40492 | -40492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 145367 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62615003 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60636468 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 63473 | UnrelatedBusinessRevenue |
| Exclusion | -$6,611,988 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19425719 | Total |
| Program Services | 19425719 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1490926 | Total |
| Program Services | 680254 | ProgramServices |
| Management And General | 655687 | ManagementAndGeneral |
| Fundraising | 154985 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23126336 | Total |
| Program Services | 19674839 | ProgramServices |
| Management And General | 2719659 | ManagementAndGeneral |
| Fundraising | 731838 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616899 | Total |
| Program Services | 1376696 | ProgramServices |
| Management And General | 191757 | ManagementAndGeneral |
| Fundraising | 48446 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3179805 | Total |
| Program Services | 2656232 | ProgramServices |
| Management And General | 404877 | ManagementAndGeneral |
| Fundraising | 118696 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616926 | Total |
| Program Services | 1330574 | ProgramServices |
| Management And General | 228313 | ManagementAndGeneral |
| Fundraising | 58039 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465894 | Total |
| Program Services | 465894 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95539 | Total |
| Management And General | 95539 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65647 | Total |
| Management And General | 65647 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181545 | Total |
| Management And General | 181545 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160738 | Total |
| Program Services | 72663 | ProgramServices |
| Management And General | 61903 | ManagementAndGeneral |
| Fundraising | 26172 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194436 | Total |
| Program Services | 134742 | ProgramServices |
| Management And General | 59694 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388886 | Total |
| Program Services | 1022595 | ProgramServices |
| Management And General | 269257 | ManagementAndGeneral |
| Fundraising | 97034 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830523 | Total |
| Program Services | 213566 | ProgramServices |
| Management And General | 616957 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3322116 | Total |
| Program Services | 2849117 | ProgramServices |
| Management And General | 472999 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779015 | Total |
| Program Services | 712162 | ProgramServices |
| Management And General | 40423 | ManagementAndGeneral |
| Fundraising | 26430 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487806 | Total |
| Program Services | 1292812 | ProgramServices |
| Management And General | 194994 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3536668 | Total |
| Program Services | 3134945 | ProgramServices |
| Management And General | 401723 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252305 | Total |
| Program Services | 131439 | ProgramServices |
| Management And General | 120866 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT GOVT | 399355 | 399355 | |
| ATHLETICS PROGRAM COSTS | 379366 | 379366 | |
| STUDY ABROAD COSTS | 364713 | 364713 | |
| PUBLICATIONS | 340616 | 25330 | 315286 |
| Equipment Rental and Ma | 295933 | 239281 | 56652 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2884673 | Total |
| Program Services | 2408072 | ProgramServices |
| Management And General | 428175 | ManagementAndGeneral |
| Fundraising | 48426 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67882385 | Total |
| Program Services | 58990366 | ProgramServices |
| Management And General | 7581953 | ManagementAndGeneral |
| Fundraising | 1310066 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9317 | BOY |
| EOY | 10796 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18862645 | BOY |
| EOY | 16921018 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2510262 | BOY |
| EOY | 4150130 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671019 | BOY |
| EOY | 762987 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2984638 | BOY |
| EOY | 3089504 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340304 | BOY |
| EOY | 296595 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1454125 | BOY |
| EOY | 2333601 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 129057122 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57612926 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71314853 | BOY |
| EOY | 71444196 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60418727 | BOY |
| EOY | 66392243 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13659243 | BOY |
| EOY | 11502793 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172225133 | BOY |
| EOY | 176903863 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4244861 | BOY |
| EOY | 3824478 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275164 | BOY |
| EOY | 1276493 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29050000 | BOY |
| EOY | 27520000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3601280 | BOY |
| EOY | 4094695 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38171305 | BOY |
| EOY | 36715666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70053446 | BOY |
| EOY | 72532881 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18280134 | BOY |
| EOY | 20420039 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45720248 | BOY |
| EOY | 47235277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134053828 | BOY |
| EOY | 140188197 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172225133 | BOY |
| EOY | 176903863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 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) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 1996708 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63031771 | BeginningOfYearBalance |
| Contributions | 3524590 | Contributions |
| Investment Earnings Or Losses | 5196494 | InvestmentEarningsOrLosses |
| Other Expenditures | 4366563 | OtherExpenditures |
| Administrative Expenses | 181545 | AdministrativeExpenses |
| End Of Year Balance | 67204747 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81853433 | BeginningOfYearBalance |
| Contributions | 3379894 | Contributions |
| Investment Earnings Or Losses | -17989319 | InvestmentEarningsOrLosses |
| Other Expenditures | 4212238 | OtherExpenditures |
| End Of Year Balance | 63031770 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.78800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4907429 | OtherCostOrOtherBasis |
| Book Value | 4907429 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81269031 | OtherCostOrOtherBasis |
| Depreciation | 31289363 | Depreciation |
| Book Value | 49979668 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22089867 | OtherCostOrOtherBasis |
| Depreciation | 17824759 | Depreciation |
| Book Value | 4265108 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20790795 | OtherCostOrOtherBasis |
| Depreciation | 8498804 | Depreciation |
| Book Value | 12291991 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71444196 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LAND HELD FOR INVESTMENT | 1419171 |
| INVESTMENT INCOME RECEIVABLE | 236192 |
| DEPOSITS WITH TRUSTEE UNDER DEBT AGREEMENT | 5441769 |
| SPLIT-INTEREST AGREEMENTS | 4405661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11502793 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,426,276 |
| POSTRETIREMENT BENEFIT OBLIGATION | $498,673 |
| REFUNDABLE FEDERAL GRANTS AND LOAN FUNDS | $1,152,610 |
| OTHER LIABILITIES | $754,382 |
| CAPITAL LEASE OBLIGATIONS | $262,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4094695 | TotalOfAmounts |
| Total Revenue | 62615003 | TotalRevenue |
| Total Expenses | 67882385 | TotalExpenses |
| Excess Or Deficit For Year | -5267382 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12262378 | NetUnrealizedGLOnInvestments |
| Other | -$860,627 | OtherAmount |
| Total Adjustments | 11401751 | TotalAdjustments |
| Excess Or Deficit Per FS | 6134369 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 56933408 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12262378 | NetUnrealizedGainsInvestments |
| Other Revenues | -20286346 | OtherRevenues |
| Revenue Not Rptd F990 | -8023968 | RevenueNotRptdF990 |
| Revenue Subtotal | 64957376 | RevenueSubtotal |
| Investment Expenses Not Included | 181545 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -2523918 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2342373 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 62615003 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50798100 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2523918 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2523918 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48274182 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 181545 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 19426658 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 19608203 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 67882385 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The permanent collection is of art works in varying media (painting, prints, sculpture, digital, etc.). The collection of the College, as well as other traveling exhibitions, are displayed in the Payne Gallery of the College. The Payne Gallery promotes the power of the arts to inspire and educate people and enrich their lives. To this purpose the gallery builds and maintains exemplary art collections and produces a wide variety of challenging, innovative exhibitions and stimulating educational programs. As an integral part of the College, the gallery advances teaching and learning, and is actually conceived as an extension of the undergraduate's education in art by exposing the students to styles and techniques which they do not learn in the classroom. In addition, the Gallery serves as a catalyst for creative engagement between the College and diverse local, state, and national audiences. | |
| Part V, Line 4: | The College's endowment consists of 457 individual funds established for a variety of purposes including, but not limited to, scholarships, academic chairs, facilities maintenance, lectureships, and library, program, and general budget support. It includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. | Description of Intended Use of Endowment Funds: |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: -860627. | |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: -860627. STUDENT GRANTS: -19425719. | |
| Part XII, Line 4b - Other Adjustments: | COST OF GOODS SOLD EXPENSES: -2501692. SPECIAL FUNDRAISING EVENTS EXPENSES: -22226. | |
| Part XIII, Line 2d - Other Adjustments: | COST OF GOODS SOLD EXPENSES: 2501692. SPECIAL FUNDRAISING EVENTS EXPENSES: 22226. | |
| Part XIII, Line 4b - Other Adjustments: | STUDENT GRANTS: 19425719. ADJUSTMENT OF BEGINNING FUND BALANCES: 939. |
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 |
| Pub Via Broadcast Media Expln | THE PROSPECTUS, WHICH LISTS MORAVIAN COLLEGE'S NONDISCRIMIN- ATORY POLICY IN DETAIL, IS GIVEN TO EVERY PROSPECTIVE STUDENT WHO INQUIRES ABOUT ADMISSION. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE COLLEGE HAS BONDED INDEBTEDNESS FROM FEDERAL AGENCIES FOR TWO DORMITORIES. THE COLLEGE ALSO RECEIVES NATIONAL SCIENCE FOUNDATION GRANTS, DEPARTMENT OF EDUCATION GRANTS, NATIONAL ENDOWMENT FOR THE HUMANITIES GRANTS, AND A NATIONAL PARK SERVICE GRANT. STUDENTS ATTENDING THE COLLEGE PARTICIPATE IN FEDERAL FAMILY EDUCATION LOAN , PERKINS LOAN, PELL GRANT, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL WORK-STUDY PROGRAMS, THE ACADEMIC COMPETITIVENESS GRANT, AND THE NATIONAL SMART GRANT. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MORAVIAN GOLF CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 55677 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36027 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19650 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1214 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 14094 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 6918 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 55677 | GrossReceiptsTotal |
| Charitable Contributions Total | 36027 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19650 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1214 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 14094 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 6918 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22226 | DirectExpenseSummaryEvents |
| Net Income Summary | -2576 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS & FINANCIAL AID FOR VARIOUS STUDENTS | TypeOfGrant |
| Number Of Recipients | 1549 | NumberOfRecipients |
| Amount Of Cash Grant | 19425719 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | Moravian College follows federal and state regulations in administering scholarships and grants as well as institutional policy when administering college funds. Moravian follows federal methodology to determine financial need for awarding federal funds and institutional methodology in awarding need-based institutional funds. All students applying for financial aid follow an annual application process completing the Free Application for Federal Student Aid (FAFSA) and an institutional application. Files are reviewed for conflicting information and to complete required verification of application data. Moravian credits all financial aid awards directly to students' receivable accounts offsetting charges for tuition and fees. Changes in student enrollment status are reviewed to ensure that students remain eligible for financial aid and awards are adjusted when necessary. Any refunds from student accounts are done in compliance with federal and state regulations. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REV DR CHRISTOPHER M THOMFORDE | |||||||||||||
| 235265 | 0 | 0 | 0 | 2113 | 0 | 24000 | 0 | 49423 | 0 | 310801 | 0 | 0 | 0 |
| PETER A CAPUTO | |||||||||||||
| 139573 | 0 | 0 | 0 | 2432 | 0 | 13957 | 0 | 548 | 0 | 156510 | 0 | 0 | 0 |
| DENNIS A DOMCHEK | |||||||||||||
| 130419 | 0 | 0 | 0 | 1049 | 0 | 13171 | 0 | 7407 | 0 | 152046 | 0 | 0 | 0 |
| BERNARD J STORY | |||||||||||||
| 105053 | 0 | 0 | 0 | 165 | 0 | 10706 | 0 | 44276 | 0 | 160200 | 0 | 0 | 0 |
| GORDON WEIL | |||||||||||||
| 135687 | 0 | 0 | 0 | 1015 | 0 | 13627 | 0 | 6718 | 0 | 157047 | 0 | 0 | 0 |
| JOHN R DILENDIK | |||||||||||||
| 108135 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 73251 | 0 | 181386 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Moravian provides housing, which is leased by the College, to the President of the College. The house is adjacent to the campus, and the College requires, as a condition of employment, that the President reside there. Accordingly, this is not taxable income. College owned housing is also provided to the Academic Dean. ALSO, THE COLLEGE MAINTAINS A SOCIAL CLUB MEMBERSHIP IN THE NAME OF THE PRESIDENT. THE SOCIAL CLUB IS USED BY THE PRESIDENT FOR BUSINESS USE ONLY. |
| Part I, Line 1b | THESE ITEMS ARE CONTEMPLATED IN AN EMPLOYMENT CONTRACT INSTEAD OF THROUGH COLLEGE POLICY. IN THE CASE OF THE PRESIDENT, OUTSIDE COUNSEL REVIEWED THE EMPLOYMENT CONTRACT AND THE BOARD OF TRUSTEES APPROVED IT. IN THE CASE OF THE ACADEMIC DEAN, OUTSIDE COUNSEL REVIEWED THE EMPLOYMENT CONTRACT AND THE PRESIDENT APPROVED IT. |
| Part I, Line 4a | President Christopher M. Thomforde participates in a non-qualified 457(b) deferred compensation plan. College funds are not contributed to this plan. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232243852 | IssuerEIN |
| CUSIP Number | 70917N6U3 | CUSIPNumber |
| Date Issued | 2005-06-16 | DateIssued |
| Issue Price | 4632313 | IssuePrice |
| Description Of Purpose | CURRENT REFUNDING OF CALLABLE 1994 TAX-EMEMPT BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 5116705 | TotalProceeds |
| Amount In Reserve Fund | 450572 | AmountInReserveFund |
| Issuance Costs From Proceeds | 171633 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.08000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.08000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant |
|---|---|---|
| JAMES CHADWICK | STEPSON OF COLLEGE PRESIDENT CHRISTOPHER M. THOMFORDE | 15368 |
| ALLISON STORY | DAUGHTER OF OFFICER BERNARD STORY | 28735 |
| MARGARET STORY | WIFE OF OFFICER BERNARD STORY | 1132 |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DENNIS A DOMCHEK | |||
| VICE PRESIDENT FOR FINANCE AND ADMINISTRATION | 55739 | Dennis A. Domchek, Vice President for Finance and Administration of the College, is a member of the Board of Moravian College Housing, Inc. (MCHI). MCHI, a non-related 501(C)(3) entity, owns and operates a dormitory located on the campus of the College. MCHI leases the land from the College for $1 per year. In addition to the land lease, the following transactions exist between the two parties:- All student charges are invoiced by the College. Accordingly, room rentals in the building owned by MCHI are billed and collected by the College. Funds collected from the students are subsequently remitted to MCHI. Room rentals remitted for 2009/10 were $1,409.375.- MCHI contracts with the College to perform various maintenance and custodial services. For 2009/10 MCHI paid $55,739 to Moravian College for these services.- In 2008, the College issued a $1,000,000 note to MCHI. Annually, the College accrues interest income on the unpaid principal balance of the | 0 |
| DOUGLAS W CALDWELL | |||
| TRUSTEE | 858580 | The Reverend Douglas W. Caldwell, Trustee, is a member of the Board of Directors for St. Lukes Hospital. During the year ended June 30, 2010, the College paid St. Luke's for the following:- St. Luke's provides clinical instruction for the Nursing students of the College. $841,483 was paid to St. Luke's for these services.- The College Health Center is managed by staff of St. Luke's Hospital. St. Luke's was paid a management fee of $5,929 for this service. (Note: the total amount paid of $217,680 included $211,751 in reimbursement of expenses (staff, supplies, etc.))- Various services are provided to the College by St. Luke's (training, flu shots, etc.). $11,168 was paid for these services. | 0 |
| CHRISTOPHER M THOMFORDE | |||
| PRESIDENT | 858580 | Christopher M. Thomforde, President of the College, is a member of the Board of Directors for St. Lukes Hospital. During the year ended June 30, 2010, the College paid St. Luke's for the following:- St. Luke's provides clinical instruction for the Nursing students of the College. $841,483 was paid to St. Luke's for these services.- The College Health Center is managed by staff of St. Luke's Hospital. St. Luke's was paid a management fee of $5,929 for this service. (Note: the total amount paid of $217,680 included $211,751 in reimbursement of expenses (staff, supplies, etc.))- Various services are provided to the College by St. Luke's (training, flu shots, etc.). $11,168 was paid for these services. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 163835 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 1 | 22937 | FAIR MARKET VALUE |
| X | GIFT CARDS | 1 | 60 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | MS. SALLY BREIDEGAM (COLLEGE TRUSTEE) IS THE DAUGHTER OF MR. DELIGHT E. BREIDEGAM (COLLEGE TRUSTEE). TWO TRUSTEES (MICHAEL ELLIS AND RICHARD KINGSTON) AND THE TREASURER OF THE COLLEGE (ANNE REID) HAVE OWNERSHIP INTERESTS IN THE COPPERFIELD INN, LOCATED IN NORTHCREEK, NEW YORK. All members of the college community (faculty, staff, officers and directors) are required to complete and sign a conflict of interest disclosure statement upon association with the college. In addition, Moravian College officers and other persons with substantial influence are required to complete and sign a conflict of interest disclosure statement annually. For those who are required to complete the conflict of interest disclosure statement annually, annual compensation increases are not put into effect until the statement has been completed, signed, and returned to the office of Human Resources. All conflict of interest forms for faculty, staff and officers are received and reviewed by the office of Human Resources. Conflict of interest forms for the members of the Board of Trustees (directors) are maintained and enforced by the Office of the President. | |
| Form 990, Part VI, Section B, line 11 | Purpose: The purpose of this policy is to establish a process for appropriate review of the Federal Form 990, prior to its filing. Policy: Moravian College and Theological Seminary ("Institution") recognize that the governance role of its respective Boards of Trustees includes the annual review of the Form 990. Accordingly, the Institution requires review of the Form 990 by the Boards prior to its filing on an annual basis. The review process includes the opportunity for Board members to provide feedback and requires documented responses from management that address Board member questions and concerns. The process, as outlined below, must be completed no later than the 15th day of the eleventh month following the fiscal year ending period (assuming all extensions have been timely filed). With extensions filed, for a June 30th fiscal year end, the process must be completed and the 990 must be filed no later than May 15th of the following year. A Board resolution is not required in order for the Form 990 to be filed. Process: 1. Management shall engage a qualified CPA firm with appropriate tax filing experience for not for profit organizations ("Preparer"). Experience of the Preparer shall include, but not be limited to, filing of the federal form 990. 2. Management shall be responsible for assembling and forwarding to the Preparer all required information necessary for the preparation of the initial draft ("Initial Draft") of the 990. 3. Initial Draft shall be reviewed by management for accuracy. Accuracy of the Initial Draft shall be verified by management through: - Ensuring the accuracy of the content provided to the Preparer - Ensuring that the content presented to the Preparer is properly reflected in the Initial Draft 4. Any changes by management to the Initial Draft shall be submitted to the Preparer, changes shall be incorporated where appropriate, and Preparer shall deliver to management a revised draft ("Revised Draft") of the 990. 5. Management shall ensure that changes to the Initial Draft are properly reflected in the Revised Draft and that the Revised Draft, with the accuracy of the content now verified by management, is suitable for the Board to do a proper review. 6. In a timeframe sufficiently in advance of the due date, management will make the Revised Draft available for review to all members of the Audit Committee. Management will make the 990 available to the committee members via a secure Trustee website. 7. When the committee members have had an opportunity to sufficiently review the 990, the Audit Committee shall meet with management (in person or via teleconference) to discuss content of Revised Draft and present any recommended changes. Recommended changes will be presented to Preparer and incorporated into the return as appropriate, and Preparer shall deliver to management a final draft ("Final Draft") of the return. Any questions or recommended changes by the Audit Committee shall be documented along with management responses ("Feedback"). 8. The Audit Committee shall make the Final Draft and Feedback available for review to all members of the Boards of the College and Seminary. The Final Draft will be made available to the Board members via a secure Trustee website. Board members shall be notified of the filing date at the time the Final Draft is posted to the Trustee website. Comments from Board members must be forwarded to management no less than 7 days prior to the filing date. Recommended changes will be presented to Preparer and incorporated into the return as appropriate, and Preparer shall deliver to management a final return ("Final Return"). Changes and comments will be documented and posted to the Trustee website. 9. Upon filing with the IRS, the Final Return and all Board changes and comments shall be posted to the Trustee website. | |
| Form 990, Part VI, Section B, line 12c | Conflict of interest forms for all employees are initially submitted to the Office of Human Resources. The Chief Human Resource Officer assesses whether action or monitoring is required, soliciting the opinion of the Vice President for Finance and Administration if necessary. All conflicts that are disclosed are reviewed by the Audit Committee at least annually. Conflict of interest forms for trustees are submitted to, and reviewed by, the office of the President. | |
| Form 990, Part VI, Section B, line 15 | Executive Compensation Charter and Compensation Philosophy PURPOSE: As delegated representatives of the Joint Executive Committee of the Board of Trustees of Moravian College and Moravian Theological Seminary, the Executive Compensation Sub-Committee ("Committee") has the power, duty and responsibility to determine the institution's executive compensation philosophy and to establish such guidelines, rules and procedures as necessary for the proper and efficient administration of the Executive Compensation Program ("ECP"). Further, the Committee acknowledges its responsibility to ensure that the program is appropriate in view of its mission, and tax-exempt status, and that its compensation and benefits are reasonable and not excessive. To that end, the Committee shall review and approve all forms of executive compensation and benefits in a manner necessary to qualify for the "rebuttable presumption of reasonableness" under the intermediate sanctions rules of Section 4958 of the Internal Revenue Code. MEMBERSHIP: The Committee shall comprise of eight (8) members appointed by the Chair of the Joint Board. All 8 members shall all be members of the Joint Executive Committee. The Chairman of the Committee shall be the Chair of the College's Finance Committee. The other members shall be: 1. The Chairman of the Board of the College; The Chairman of the Board of the Seminary; The Vice Chairman of the Board of the College; The Vice Chairman of the Seminary Board; The Chair of the Finance Committee of the Seminary; The Chair of the Committee on Investments; and The Chair of the Academic Committee of the College. 2. The President attends all meetings (except when the committee meets in executive session) as a non-voting member. EXECUTIVES: The Committee will determine the compensation of the President of the College. The Executives whose compensation will be approved by the Committee currently consists of the 6 additional individuals in the following positions. - The Vice President of Finance and Administration; The VP of Academic Affairs and Dean of the Faculty; The VP of Enrollment; the VP of Student Affairs and Dean of Students; the VP of Institutional Advancement; The VP and Dean of the Seminary. From time to time the Committee in its discretion may amend this list to add/subtract individuals as determined by new recruitments, promotions, realignment in organizational structure and the like. COMPENSATION PHILOSOPHY: The Committee is charged with the responsibility to establish and maintain a compensation package that will enable the institution to attract, retain, motivate and reward the management team leadership needed to successfully accomplish the institution's mission and strategic and operational goals. The following will provide the necessary guidelines to accomplish this objective: - A total compensation concept will be used employing a combination of base salary, benefits, deferred compensation and other perquisites as may be needed from time to time to maintain a competitive position with peer institutions. The Committee also has the authority to implement other methods of compensation, e.g. variable pay, as may be necessary from time to time in order to attract and retain qualified executives. - Base salary will be targeted as a minimum at the 50th percentile of similar positions for experienced professionals as reported annually by CUPA HR (College and University Professional Association for Human Resources) for Baccalaureate Institutions. Wage levels for the specific executives listed previously shall be established and maintained based upon general experience, specific performance, and overall contribution to the success of the institution. Annual reviews will take place prior to July 1 each year. - The overall goal shall be to maintain equity and fairness in compensation demonstrated through comparability with peers and through the consistent application of principles. - Deferred compensation and perquisite opportunities may be developed to optimize whatever tax deferral opportunities exist within the tax code and to be competitive with peer institutions. - This philosophy shall apply in nearly all cases, except in those very rare circumstances when it is necessary to recruit and retain highly market sensitive positions. Such exceptions will be carefully documented. COMMITTEE RESPONSIBILITIES: The Committee has the responsibility to: - Set the executive compensation philosophy and obtain approval from the Board of Trustees. - Implement a process for evaluation of the President and his/her senior staff. - The President's evaluation shall be carried out by the Chair of the Joint Board and brought to the attention of the Committee. - The President's evaluation shall include considerations of current year performance review, 360 reviews from the President's senior staff, and input from every Board member (optional) via a standard performance evaluation form. - The President shall submit his/her current year performance evaluation of each one of the senior staff to the Committee. This evaluation shall be based on regular annual performance review, 360 reviews and input from each committee chair of the two Board(s) who annually shall submit to the President an evaluation of the senior staff member who supports that committee. - The President will recommend salary adjustments for his senior staff to the Committee for review and approval. - Set, monitor and review the compensation of the President. - Approve the President's compensation recommendations of the members of his/her Senior Leadership Team. - Ensure that said compensation is reasonable and within the bounds of IRS Code 4958 (Intermediate Sanctions). In reaching this judgment the Committee seeks out expert opinion, market analysis and may retain an independent consultant for this purpose. - Establish, monitor and determine accomplishment of pay award goals for the President - Approve accomplishment of pay award goals for other executives, as applicable. - Resolve and determine all disputes or questions arising under the program, including the power to determine the rights of executives and to remedy any ambiguities, inconsistencies or omissions. - Amend or restructure the program at any time and for any reason. - Inform the Board of Trustees and the Joint Executive Committee as appropriate. - Assure compliance with IRS regulations including approval of the top five (5) paid positions. | |
| Form 990, Part VI, Section C, line 19 | Financial statements are available on the College website. Governing documents and conflict of interest policies are made available upon request. | |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION DOES. | YES |
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