ALFRED UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ALFRED UNIVERSITY (EIN 16-0743900)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-08
IRS object ID
201120399349301022
Schema version
2009v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-08T17:08:03-07:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN160743900EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALFRED UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALFRNameControl
Phone6078712966Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Saxon DriveAddressLine1
CityAlfredCity
StateNYState
ZIP Code148021205ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGiovina LloydName
TitleVP for Business & FinanceTitle
Phone6078712966Phone
Date Signed2011-02-11DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCharles M EdmondsonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1One Saxon DriveAddressLine1
CityAlfredCity
StateNYState
ZIP Code14802ZIPCode
FieldValueIRS element (for citing)
Gross Receipts138956548GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.alfred.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1857YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionAlfred University's mission is to provide academically challenging programs in a caring environment. Its aim is to prepare well-educated, independent thinkers, ready for lives of continuous intellectual and personal growth. Alfred is a student-centered, comprehensive university offering a wide range of learning opportunities. It is at once small and complex, private and public, undergraduate and graduate, rural and globally connected. Alfred is committed to both teaching and research. It is devoted to the pursuit of technical expertise, artistic creativity, and humanistic learning. Alfred University is proud of its history of promoting equality and respecting diversity. Its intimate atmosphere fosters a strong sense of community among students, faculty, staff, and alumni.ActivityOrMissionDescription
Nbr Voting Members Governing Body39NbrVotingMembersGoverningBody
Nbr Independent Voting Members39NbrIndependentVotingMembers
Total Nbr Employees2312TotalNbrEmployees
Total Nbr Volunteers24TotalNbrVolunteers
Total Gross UBI69321TotalGrossUBI
Net Unrelated Business Txbl Income-122199NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year26458772ContributionsGrantsPriorYear
Contributions Grants Current Year29819544ContributionsGrantsCurrentYear
Program Service Revenue Prior Year60148316ProgramServiceRevenuePriorYear
Program Service Revenue CY61372940ProgramServiceRevenueCY
Investment Income Prior Year-9446518InvestmentIncomePriorYear
Investment Income Current Year-271674InvestmentIncomeCurrentYear
Other Revenue Prior Year1582578OtherRevenuePriorYear
Other Revenue Current Year2219462OtherRevenueCurrentYear
Total Revenue Prior Year78743148TotalRevenuePriorYear
Total Revenue Current Year93140272TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year23905718GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY25978202GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year41798988SalariesEtcPriorYear
Salaries Etc Current Year38915396SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2284657TotalFundrsngExpCurrentYear
Other Expense Prior Year27155209OtherExpensePriorYear
Other Expenses Current Year26873614OtherExpensesCurrentYear
Total Expenses Prior Year92859915TotalExpensesPriorYear
Total Expenses Current Year91767212TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-14116767RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1373060RevenuesLessExpensesCY
Total Assets BOY213328873TotalAssetsBOY
Total Assets EOY223800675TotalAssetsEOY
Total Liabilities BOY57913370TotalLiabilitiesBOY
Total Liabilities EOY56849020TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY155415503NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY166951655NetAssetsOrFundBalancesEOY
Mission DescriptionAlfred University's mission is to provide academically challenging programs in a caring environment. Its aim is to prepare well-educated, independent thinkers, ready for lives of continuous intellectual and personal growth. Alfred is a student-centered, comprehensive university offering a wide range of learning opportunities. It is at once small and complex, private and public, undergraduate and graduate, rural and globally connected. Alfred is committed to both teaching and research. It is devoted to the pursuit of technical expertise, artistic creativity, and humanistic learning. Alfred University is proud of its history of promoting equality and respecting diversity. Its intimate atmosphere fosters a strong sense of community among students, faculty, staff, and alumni.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense80402976Expense
Grants25978202Grants
Revenue62871002Revenue
DescriptionHigher Education: Alfred University contains the College of Liberal Arts and Science, School of Art and Design, School of Engineering, School Psychology and College of Business and offers both undergraduate and graduate degrees. Undergraduate as well as graduate research opportunities are also available. (2,103 Students)Description
Total Of Other Program Service Exp0TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense80402976TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096317NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2312NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Name Of Foreign CountryNLNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed1Form8899Filed
Form1098 C Filed1Form1098CFiled
Nbr Voting Governing Body Members39NbrVotingGoverningBodyMembers
Number Independent Voting Members39NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTammara L RaubNamePerson
Telephone Number6078712128TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1One Saxon DriveAddressLine1
CityAlfredCity
StateNYState
ZIP Code148021205ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (50 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Frederick A George
Trustee1.2X000
James M Jordan
Trustee1.2X000
Terry S Galanis
Trustee1.2X000
Robert K Meltzer
Trustee1.2X000
Dr Gene M Bernstein
Trustee1.2X000
Laurie A Cama
Trustee1.2X000
Robert R McComsey
Trustee1.2X000
David J Miller
Trustee1.2X000
Dr Albert E Paladino
Trustee1.2X000
Lance T Shaner
Trustee1.2X000
Robert K Welter Jr
Trustee1.2X000
Gregory R Connors
Trustee1.2X000
William Pullman
Trustee1.2X000
Charles P Joyce
Trustee1.2X000
Stephen K Heine
Trustee1.2X000
Michele R Cohen
Trustee1.2X000
Robert B Daggett
Trustee1.2X000
Frederick W Gibbs
Trustee1.2X000
Christine P Kulp
Trustee1.2X000
Jeffery S Maurer
Trustee1.2X000
Dr Marlin Miller Jr
Trustee1.2X000
Kathleen R Richardson
Trustee1.2X000
Robert L Stephens Jr
Trustee1.2X000
Douglas A Kass
Trustee1.2X000
John S Gilbertson
Trustee1.2X000
Terry A Michalske
Trustee1.2X000
Richard W Mott
Trustee1.2X000
Warren L Smith
Trustee1.2X000
Jay L Haberland
Trustee1.2X000
Thomas R Hinman
Trustee1.2X000
Dr Joel P Moskowitz
Trustee1.2X000
Robert H Perlman
Trustee1.2X000
Victoria A Meyer
Trustee1.2X000
John A Edmond
Trustee1.2X000
Valerie E Koch
Trustee1.2X000
Susan M Rogers
Trustee1.2X000
Elizabeth Judson
Trustee1.2X000
F Peter Cuneo
Chairman1.2X000X
Leslie J Gelber
Vice Chairman1.2X000X
Laura J Crain
Corporate Secretary3579044039398X
Giovina M Lloyd
VP Business & Finance35174000043048X
Charles M Edmondson
President353422300365344X
William M Hall
Provost35176583048267X
Wendy C Beckmeyer
VP of Enrollment35157354032190X
Stan Colla
VP University Relations35195553044312X
Dr William C LaCourse
Statutory Unit Head35166284037335X
Joseph S Lewis III
Dean Art & Design35174765053079X
Dr Scott Misture
Inamori Professor35167151042270X
Mary McGee
Dean College of Liberal Arts & Sciences35150000035210X
Suzanne C Buckley
Former Provost01648470155814X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1947811TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation896267TotalOtherCompensation
Number Individuals GT100 K15NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AVI Foodsystems Inc
2590 Elm Road NEWarrenOH44483Residential Dining Services3250418
Kallmann McKinnell & Wood Architects Inc
939 Boylston StBostonMA02115Architectural302691
LeChase Construction Services LLC
300 Trolley BlvdRochesterNY14606General Contractor7980979
Beck Studios Inc
1001 Tech DriveMilfordOH451509952General Contractor809350
Whitney East Inc
1504 Scottsville RoadRochesterNY14623General Contractor716321
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants24617692GovernmentGrants
All Other Contributions5201852AllOtherContributions
Noncash Contributions479008NoncashContributions
Total Contributions29819544TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Tuition and fees61131045936119459361190$0
Auxiliary service to students6117101505562414887096168528$0
Educational activities6113103811973811970$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue61372940TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1011018TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,011,018ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1099TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,099ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities44532485Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities45816276Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-1283791Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-1283791TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue-99207UnrelatedBusinessRevenue
Exclusion-$1,184,584ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events0CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses0FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming
Gaming Direct Expenses0GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory0GrossSalesOfInventory
Cost Of Goods Sold0CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Research indirect cost recovery56100055287200$552,872
Athletics and equestrian7112102487212487210$0
Student loan interest and fees6113101574951574950$0

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1260374TotalRevenueColumn
Related Or Exempt Function Income1260374RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2219462TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column93140272TotalRevenueColumn
Related Or Exempt Function Income62871002RelatedOrExemptFunctionIncome
Unrelated Business Revenue69321UnrelatedBusinessRevenue
Exclusion$380,405ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total25978202Total
Program Services25978202ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1446570Total
Program Services0ProgramServices
Management And General1446570ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total27430930Total
Program Services23163969ProgramServices
Management And General3165073ManagementAndGeneral
Fundraising1101888Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2058079Total
Program Services1737939ProgramServices
Management And General237468ManagementAndGeneral
Fundraising82672Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6046261Total
Program Services5105748ProgramServices
Management And General697638ManagementAndGeneral
Fundraising242875Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1933556Total
Program Services1632786ProgramServices
Management And General223100ManagementAndGeneral
Fundraising77670Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total10229Total
Program Services0ProgramServices
Management And General10229ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total154768Total
Program Services4800ProgramServices
Management And General149968ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total145051Total
Program Services0ProgramServices
Management And General145051ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total307344Total
Program Services0ProgramServices
Management And General307344ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4521883Total
Program Services4235878ProgramServices
Management And General286005ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total83095Total
Program Services79829ProgramServices
Management And General924ManagementAndGeneral
Fundraising2342Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3415643Total
Program Services2978472ProgramServices
Management And General178961ManagementAndGeneral
Fundraising258210Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total960407Total
Program Services0ProgramServices
Management And General960407ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3548267Total
Program Services3182924ProgramServices
Management And General363971ManagementAndGeneral
Fundraising1372Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2557711Total
Program Services2130528ProgramServices
Management And General250632ManagementAndGeneral
Fundraising176551Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total1105118Total
Program Services1053281ProgramServices
Management And General39124ManagementAndGeneral
Fundraising12713Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5925971Total
Program Services5648010ProgramServices
Management And General209792ManagementAndGeneral
Fundraising68169Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Awards and honorariums120532106608108543070
Repairs and maintenance8677598132872509529377
Small equipment538219490712457331774
Indirect costs47620647620600
Payments in lieu of taxes13572313164740760

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1999688Total
Program Services1452150ProgramServices
Management And General321564ManagementAndGeneral
Fundraising225974Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total91767212Total
Program Services80402976ProgramServices
Management And General9079579ManagementAndGeneral
Fundraising2284657Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5132174BOY
EOY4874558EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10627503BOY
EOY3361920EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY127421BOY
EOY241313EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY13931564BOY
EOY13304515EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY180958BOY
EOY205644EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1240191BOY
EOY1201848EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis213153915LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec98978643LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY100812947BOY
EOY114175272EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY81276115BOY
EOY86435605EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY213328873BOY
EOY223800675EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6795331BOY
EOY7139270EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1662728BOY
EOY1776084EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY14220000BOY
EOY13145000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY7010720BOY
EOY6365309EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY3122749BOY
EOY2648755EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY25101842BOY
EOY25774602EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY57913370BOY
EOY56849020EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY81181354BOY
EOY100115264EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY20258084BOY
EOY11550654EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY53976065BOY
EOY55285737EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY155415503BOY
EOY166951655EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY213328873BOY
EOY223800675EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$145,051OtherActivitiesAmount
Total Lobbying Expenditures IIB145051TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSchC_P2B_S00_L01Identifier
Return ReferenceSchedule C, Part II-B, Line 1ReturnReference
ExplanationAlfred University contracts a lobbying firm to lobby Congress on behalf of our research programs in School Psychology, Education, Sociology, Environmental Science and Engineering. Alfred University also contracts a lobbying firm to lobby the New York State legislature, executive and various NYS agencies to facilitate the goals of Alfred University. These goals include economic development, funding for Alfred University and general legislative issues that effect higher education.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance74771194BeginningOfYearBalance
Contributions1356510Contributions
Investment Earnings Or Losses9342158InvestmentEarningsOrLosses
Grants Or Scholarships2157267GrantsOrScholarships
Other Expenditures3517490OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance79795105EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance109089629BeginningOfYearBalance
Contributions1162928Contributions
Investment Earnings Or Losses-29523953InvestmentEarningsOrLosses
Grants Or Scholarships2262598GrantsOrScholarships
Other Expenditures3694812OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance74771194EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.15BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.85PermanentEndowmentEOYBalance
Term Endowment EOY Balance0TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1122832InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Book Value1122832BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis164702516InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation59569970Depreciation
Book Value105132546BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis44469267InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation39408673Depreciation
Book Value5060594BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2859300InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value2859300BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings114175272TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
Asset retirement obligation$1,610,340
Postretirement benefit obligation$19,753,952
Annuiites payable$1,426,803
U.S. government refundable grants$2,983,507
FieldValueIRS element (for citing)
Total Of Amounts25774602TotalOfAmounts
Total Revenue93140272TotalRevenue
Total Expenses91767212TotalExpenses
Excess Or Deficit For Year1373060ExcessOrDeficitForYear
Net Unrealized GL On Investments10163092NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$0OtherAmount
Total Adjustments10163092TotalAdjustments
Excess Or Deficit Per FS11536152ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt77325162TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments10163092NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues0OtherRevenues
Revenue Not Rptd F99010163092RevenueNotRptdF990
Revenue Subtotal67162070RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included25978202OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt25978202RevenueNotRptdOnFinStmt
Total Revenue Per Form99093140272TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt65789010TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal65789010ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included25978202OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt25978202ExpensesNotRptdOnFinStmt
Total Expenses Per Form99091767212TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P05_S00_L04Schedule D, Part V, Line 4Distributions from the University's endowment fund are used for: scholarships for students; faculty salaries, benefits and professional development expenses; and other direct program support as required by donor imposed restrictions.
SchD_P10_S00_L00Schedule D, Part XThe University had no liability for uncertain tax positions under FIN 48 and as a result was not required to include a footnote disclosure in its financial statements.
SchD_P12_S00_L04bSchedule D, Part XII, Line 4bGrants and scholarships are reported as a reduction of revenue in the financial statements.
SchD_P13_S00_L04bSchedule D, Part XIII, Line 4bGrants and scholarships are reported as a reduction in revenue in the financial statements.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnAlfred University draws a substantial percentage of its students nationwide, as well as from a large geographic section of the United States and follows a non-discriminatory policy as to students. Alfred University's promotional activities and recruitment efforts in each area are designed to inform students of all racial segments, in the general communities within the area, of the availability of the school.PubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Govt Financial Aid ExplanationAlfred University receives funding from a variety of sources. Some of these sources are governmental agencies providing funding for research projects, student financial aid or general operations. In addition, the New York State College of Ceramics at Alfred University is funded in part by the State of New York and is included in the Alfred University financial statements and reporting.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean00Program Servicesconference attendance1683
East Asia and the Pacific00FundraisingMeetings with donors2288
East Asia and the Pacific00Program ServicesProgram development, conference attendance, study abroad, student recruiting64489
East Asia and the Pacific00Speaking at Seminars or ConferencesConference presentations2595
Europe (including Iceland and Greenland)00FundraisingMeetings with donors3430
Europe (including Iceland and Greenland)00Program ServicesStudy abroad, conference attendance, program development38245
Europe (including Iceland and Greenland)00Speaking at Seminars or ConferencesConference presentations9509
Middle East and North Africa00Program ServicesResearch4533
North America (including Canada and Mexico, but not the United States)00Program Servicesconference attendance, student recruiting, program development, study abroad9668
North America (including Canada and Mexico, but not the United States)00Speaking at Seminars or Conferencesconference presentations9021
Russia and the newly independent States00Program ServicesResearch4162
South America00Program ServicesConference attendance7045
South America00Speaking at Seminars or ConferencesConference presentations2989
Sub-Saharan Africa00Program ServicesFaculty development4973
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent164630TotalAmountSpent

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients1919NumberOfRecipients
Amount Of Cash Grant25978202AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchI_P01_S00_L02Identifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationStudents receiving scholarships and fellowships are judged worthy by the institution's assessment on the basis of academic achievement, financial need and other similar standards.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Charles M Edmondson
3067700003546003144920508520707574000
William M Hall
158410018173000243120239560224851000
Giovina M Lloyd
17400000000252000178480217048000
Wendy C Beckmeyer
1573540000082050239840189543000
Stan Colla
19555300000153000290120239865000
Dr Scott Misture
135532000316190116940305760209421000
Joseph S Lewis III
162273000124920273670257130227845000
Dr William C LaCourse
14338300022901034620338730203619000
Mary McGee
15000000000129470222630185210000
Suzanne C Buckley
1376110002723701406000152130320661000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule J, Part I, Line 1aThe University requires the President to live in on-campus housing and provides a custodian to clean the facility. As part of the President's compensation package a personal allowance and gross up were approved by the board. The University maintains a country club membership in the President's name for entertainment of donors.
SchJ_P01_S00_L04Schedule J, Part I, Line 4Suzanne Buckley, Former Provost received severance wages and benefits totaling $264,451.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions26NumberOfContributions
Noncash Contribs Rptd F990479008NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionHorses for equestrian programDescription
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received5NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0B_L11Form 990, Part VI, Section B, Line 11Form 990 is prepared by the Controller and submitted for review to the University auditors, President, Vice President for Business and Finance and the Vice Chairman of the Audit Committee of the Board of Trustees, who has been delegated this responsibility by the Board of Trustees. The University also makes the draft form available to all board members for their review and comment.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cConflict of interest forms are distributed annually by the President's Office to all members of the Board of Trustees. The completed forms are returned to the Corporate Secretary who is present at all board meetings and ensures that any members who have a stated conflict of interest, abstain from any voting associated with that conflict. Key employees are required to submit conflict of interest questionnaires annually to their supervisors who ensure that any perceived conflicts are mitigated.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15The Human Resources Committee of the Board of Trustees sets the salary for the President. They utilize many sources of comparative data including the use of consultants, surveys, and form 990 filings from comparative universities to determine the appropriate compensation.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19The University complies with all laws and regulations and provides photocopies of required documents upon request.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Public Charity StatusPublicCharityStatus
Alfred University Housing Corporation
One Saxon DriveAlfredNY14802166052251Auxiliary of reporting organizationNY501(c)(2)Alfred University
Saxon Inn Inc
One Saxon DriveAlfredNY14802160960711Auxiliary of reporting organizationNY501(c)(7)Alfred University
Alfred University Research Fdn Inc
One Saxon DriveAlfredNY14802161063285Research administrationNY501(c)(3)Alfred University2

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Foster Lake IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1One Saxon DriveAddressLine1
CityAlfredCity
StateNYState
ZIP Code14802ZIPCode
FieldValueIRS element (for citing)
EIN161000109EIN
Primary ActivityLake access to studentsPrimaryActivity
Legal Domicile StateNYLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Alfred UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of Total Income8568ShareOfTotalIncome
Share Of EOY Assets108845ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Saxon Inn Inc
o9309
Foster Lake Inc
p599
Foster Lake Inc
q20000
Alfred University Housing Corporation
p5060

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