SUSQUEHANNA UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SUSQUEHANNA UNIVERSITY (EIN 23-1353385)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-13
IRS object ID
201121339349302287
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T10:58:57-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1115 South 84th Street Suite 400AddressLine1
CityMilwaukeeCity
StateWIState
ZIP Code53214ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231353385EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Susquehanna UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSUSQNameControl
Phone5703724128Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1514 University AvenueAddressLine1
CitySelinsgroveCity
StatePAState
ZIP Code178701164ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMichael A CoyneName
TitleOfficerTitle
Phone5703724128Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTroy E Marine CPAName
Phone4147775500Phone
Date Prepared2011-05-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonL Jay LemonsNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1514 University AvenueAddressLine1
CitySelinsgroveCity
StatePAState
ZIP Code178701164ZIPCode
FieldValueIRS element (for citing)
Gross Receipts98493097GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.susqu.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1859YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTo educate undergraduate students for productive, creative, and reflective lives of achievement, leadership, and service in a diverse and interconnected world.ActivityOrMissionDescription
Nbr Voting Members Governing Body36NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees1980TotalNbrEmployees
Total Nbr Volunteers980TotalNbrVolunteers
Total Gross UBI107423TotalGrossUBI
Net Unrelated Business Txbl Income-735NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year11735410ContributionsGrantsPriorYear
Contributions Grants Current Year11146238ContributionsGrantsCurrentYear
Program Service Revenue Prior Year77840937ProgramServiceRevenuePriorYear
Program Service Revenue CY85574193ProgramServiceRevenueCY
Investment Income Prior Year399133InvestmentIncomePriorYear
Investment Income Current Year141422InvestmentIncomeCurrentYear
Other Revenue Prior Year1595458OtherRevenuePriorYear
Other Revenue Current Year1631244OtherRevenueCurrentYear
Total Revenue Prior Year91570938TotalRevenuePriorYear
Total Revenue Current Year98493097TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year25412017GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY28733225GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year33563876SalariesEtcPriorYear
Salaries Etc Current Year37225376SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year45816TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY13685TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2378606TotalFundrsngExpCurrentYear
Other Expense Prior Year28224471OtherExpensePriorYear
Other Expenses Current Year29116230OtherExpensesCurrentYear
Total Expenses Prior Year87246180TotalExpensesPriorYear
Total Expenses Current Year95088516TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4324758RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3404581RevenuesLessExpensesCY
Total Assets BOY274742313TotalAssetsBOY
Total Assets EOY286290360TotalAssetsEOY
Total Liabilities BOY87249378TotalLiabilitiesBOY
Total Liabilities EOY86549074TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY187492935NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY199741286NetAssetsOrFundBalancesEOY
Mission DescriptionTo educate undergraduate students for productive, creative, and reflective lives of achievement, leadership, and service in a diverse and interconnected world.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense85235228Expense
Grants28733225Grants
Revenue85574193Revenue
DescriptionProviding a comprehensive post-secondary educational experience to 2,231 (FTE) students.Description
Total Program Service Expense85235228TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
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 Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds1InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
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 With1096139NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1980NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members36NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
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 FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Michael A CoyneBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5703724128TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1514 University AveAddressLine1
CitySelinsgroveCity
StatePAState
ZIP Code17870ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (46 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Alan Bennett
trustee1.00X000
Barry Jackson
trustee1.00X000
Bonnie Bucks Reece
trustee1.00X000
bruce ficken
trustee1.00X000
Charles DeBrunner
trustee1.00X000
David Steinau
trustee1.00X5819209923
Dawn Mueller
trustee1.00X000X
Edward Schmidt
trustee1.00X000
Frank Leber
trustee1.00X000
Frank Trembulak
trustee1.00X000
Gail Short Hanson
trustee1.00X000
George Liberopoulos
trustee1.00X000
Harold O'Connor
trustee1.00X000
James Summers
trustee1.00X000
Jeffrey Roush
trustee1.00X000
John Carpenter
trustee1.00X000X
John Strangfeld
trustee1.00X000X
Kathi Flack
trustee1.00X000
Kyle Robertson
Trustee1.00X000
Linda Fetterolf
trustee1.00X000
Mark Burkhardt
trustee1.00X000
Marsha Lehman
trustee1.00X000
Martin Ortenzio
trustee1.00X000
MArtin Pinter
trustee1.00X000
Michael Collins
trustee1.00X000
Morgan Rhinehart
Trustee1.00X000
Michelle DeMary
trustee1.00X4373209632
Peter Nunn
trustee1.00X000X
John Yost
trustee1.00X000
Paul Gausmann
trustee1.00X000
Robert Gronlund
trustee1.00X000
Salvatore Fazzolari
trustee1.00X000
Sandra Rocks
trustee1.00X000
Sidney Apfelbaum
trustee1.00X000
Signe Gates
trustee1.00X000X
William Lewis
trustee1.00X000
William Sordoni
trustee1.00X000
SARA Kirkland
Exec VP Admin & Planning55.00213591037902X
Larry Jay Lemons
President55.00336989083796X
Linda McMillin
Provost & Faculty Dean55.00186843022728X
Michael Coyne
VP for Finance55.00172956026868X
Jerrell Habegger
Assoc Prof Acctg55.00118152018508X
Alicia Jackson
dean of school of business55.00149506019041X
Deborah Stieffel
VP Enroll Mgmnt55.00153536022414X
Philip Winger
VP Stdnt Life & dean of55.00119230023322X
Ronald Cohen
VP Univ Relations55.00150060023829X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1702787TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation297963TotalOtherCompensation
Number Individuals GT100 K21NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants1473664GovernmentGrants
All Other Contributions9672574AllOtherContributions
Noncash Contributions284008NoncashContributions
Total Contributions11146238TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionTuition, Room & BoardDescription
Business Code900099BusinessCode
Total Revenue Column85574193TotalRevenueColumn
Related Or Exempt Function Income85574193RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue85574193TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column136850TotalRevenueColumn
Exclusion$136,850ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column4572TotalRevenueColumn
Exclusion$4,572ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Related Programming81290015238211523821
Other812900107423107423
FieldValueIRS element (for citing)
Total Other Revenue1631244TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column98493097TotalRevenueColumn
Related Or Exempt Function Income87098014RelatedOrExemptFunctionIncome
Unrelated Business Revenue107423UnrelatedBusinessRevenue
Exclusion$141,422ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total115876Total
Program Services115876ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total28605349Total
Program Services28605349ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total12000Total
Program Services12000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1043952Total
Program Services212380ProgramServices
Management And General831572ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total26391899Total
Program Services22123688ProgramServices
Management And General2813516ManagementAndGeneral
Fundraising1454695Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2082516Total
Program Services1783586ProgramServices
Management And General174179ManagementAndGeneral
Fundraising124751Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5876807Total
Program Services5417512ProgramServices
Management And General269585ManagementAndGeneral
Fundraising189710Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1830202Total
Program Services1516201ProgramServices
Management And General215504ManagementAndGeneral
Fundraising98497Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total170227Total
Program Services170227ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total81078Total
Program Services81078ProgramServices

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total55548Total
Management And General55548ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total13685Total
Fundraising13685Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total352000Total
Management And General352000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1181677Total
Program Services870813ProgramServices
Management And General287914ManagementAndGeneral
Fundraising22950Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2962647Total
Program Services2409196ProgramServices
Management And General415456ManagementAndGeneral
Fundraising137995Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1050398Total
Program Services21575ProgramServices
Management And General1028823ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2912580Total
Program Services2888611ProgramServices
Management And General18677ManagementAndGeneral
Fundraising5292Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1269158Total
Program Services1060936ProgramServices
Management And General82446ManagementAndGeneral
Fundraising125776Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1049250Total
Program Services913941ProgramServices
Management And General132233ManagementAndGeneral
Fundraising3076Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total1696594Total
Program Services1696594ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7303265Total
Program Services7303265ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total119326Total
Management And General119326ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Food Services35886493588649
Off Campus Study12696341269634
Equipment/R&M1039628957656763265646
Library Materials373216373216

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2641355Total
Program Services1843245ProgramServices
Management And General601577ManagementAndGeneral
Fundraising196533Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total95088516Total
Program Services85235228ProgramServices
Management And General7474682ManagementAndGeneral
Fundraising2378606Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY31245BOY
EOY5852EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4927705BOY
EOY3750025EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY13418363BOY
EOY13059660EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1345453BOY
EOY1314275EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY4536BOY
EOY37641EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY353714BOY
EOY320349EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1023129BOY
EOY569143EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis211509588LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec80010631LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY116522371BOY
EOY131498957EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY109466775BOY
EOY114710668EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY21561932BOY
EOY14977761EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY3466767BOY
EOY3397928EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2620323BOY
EOY2648101EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY274742313BOY
EOY286290360EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7359716BOY
EOY7963483EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1803316BOY
EOY1624109EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY72114756BOY
EOY70922276EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY5971590BOY
EOY6039206EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY87249378BOY
EOY86549074EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY98823291BOY
EOY101957907EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY32587887BOY
EOY35627040EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY56081757BOY
EOY62156339EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY187492935BOY
EOY199741286EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY274742313BOY
EOY286290360EOY
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)
Volunteers1Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$2,418GrantsOtherOrganizationsAmount
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$53,130DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB55548TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
ExplanationFees were paid for consulting assistance to obtain Pennsylvania State and Federal government funds.Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X889232AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance83712093BeginningOfYearBalance
Contributions6099081Contributions
Investment Earnings Or Losses7611337InvestmentEarningsOrLosses
Grants Or Scholarships1349063GrantsOrScholarships
Other Expenditures3063554OtherExpenditures
End Of Year Balance93009894EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance118609314BeginningOfYearBalance
Contributions2387337Contributions
Investment Earnings Or Losses-32336722InvestmentEarningsOrLosses
Grants Or Scholarships1321951GrantsOrScholarships
Other Expenditures3625885OtherExpenditures
End Of Year Balance83712093EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.20000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.80000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2547490OtherCostOrOtherBasis
Book Value2547490BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis168834488OtherCostOrOtherBasis
Depreciation51898955Depreciation
Book Value116935533BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis29879166OtherCostOrOtherBasis
Depreciation22233986Depreciation
Book Value7645180BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis10248444OtherCostOrOtherBasis
Depreciation5877690Depreciation
Book Value4370754BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings131498957TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Real Estate10838800F
Funds Held in Trust by Others2997412F
Private Equity1141549F
FieldValueIRS element (for citing)
Total Of Book Value Securities14977761TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
Annuities Payable$1,695,260
Funds Held in Custody for Others$1,025,732
Other$991,336
US Government Advances Refundable$1,855,400
FIN47$471,478
FieldValueIRS element (for citing)
Total Of Amounts6039206TotalOfAmounts
Total Revenue98493097TotalRevenue
Total Expenses95088516TotalExpenses
Excess Or Deficit For Year3404581ExcessOrDeficitForYear
Net Unrealized GL On Investments3959309NetUnrealizedGLOnInvestments
Investment Expenses352000InvestmentExpenses
Other$4,532,461OtherAmount
Total Adjustments8843770TotalAdjustments
Excess Or Deficit Per FS12248351ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt106984867TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3959309NetUnrealizedGainsInvestments
Other Revenues4532461OtherRevenues
Revenue Not Rptd F9908491770RevenueNotRptdF990
Revenue Subtotal98493097RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99098493097TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt94736516TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal94736516ExpensesSubtotal
Other Expenses Not Included352000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt352000ExpensesNotRptdOnFinStmt
Total Expenses Per Form99095088516TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Part III, Line 4:The majority of SU's art collection is 1,600 French posters. These are researched and exhibited by French students and faculty members. They are archived in a vault for preservation.
Part V, Line 4:SU's endowment supports the following areas: academic & student support (43%), scholarships (30%), other operations & facilities (27%).Description of Intended Use of Endowment Funds:
Part XI, Line 8 - Other Adjustments:Endowment Income: 4532461.
Part XII, Line 2d - Other Adjustments:Endowment Income: 4532461.
Part XIII, Line 4b - Other Adjustments:Investment Management Fees: 352000.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnThe university draws a substantial percentage of its students nationwide and includes a racially nondiscriminatory policy as to students in all its brochures and catalogues dealing with student admissions, programs, and scholarships.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 ExplanationSUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF FEDERAL AID: PELL GRANTS, SEOG GRANTS, WORK STUDY GRANTS, AND PHEAA STATE GRANTS.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Europe00Program servicesStudy Abroad Program1620439
Sub-Saharan Africa00Program ServicesStudy Abroad Program70939
East Asia and the Pacific00Program ServicesStudy Abroad Program234535
South America00Program ServicesStudy Abroad Program59987
Middle East/North Africa00Program ServicesStudy Abroad Program11575
Central America and the Caribbean00Program ServicesStudy Abroad Program20040
South Asia00Program ServicesStudy Abroad Program25600
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent2043115TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistanceDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
Central AmericaGeneral Support7000Check2000SuppliesFMV
central AmericaGeneral Support5000Check4000SuppliesFMV
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierSchedule F, Part IVIdentifier
Return ReferenceOther InformationReturnReference
ExplanationGrants and other assistance to organizations outside the U.S. is regarding a service-learning course and mission trip taught and led by university chaplain. The participants travel to Central America for two weeks over the winter break and earn two semester hours of academic credit while serving at mission sites including congregations, clinics, refugee and immigrant communities, hospitals and an orphanage. While there they also distribute supplies they've collected for the trip. The university provides grants for eligible students to study abroad. Scholarships are posted to the students' account and reduce tuition, room, and board fees billed to the student. The majority of these scholarships are need-based financial aid.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising0AgreementRefFundraising
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates
Licensed StatesDCLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Selinsgrove Borough
One N High StSelinsgrovePA17870236002939local gov't87500General Support
Dauntless Hook & Ladder
713 Bridge StselinsgrovePA17870230510390501(c)(3)18376General Support
SELINSGROVE Area Recreation Inc
PO Box 172selinsgrovePA17870231700543501(c)(3)10000General Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (20 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Dean Scholarship73105793250FMVCredit on Student Accounts
Presidential Scholarship17402392250FMVCredit on Student Accounts
Susquehanna Scholarship39604769025FMVCredit on Student Accounts
Green Scholarship9401191375FMVCredit on Student Accounts
Valedictorian/Salutorian Scholarship450682000FMVCredit on Student Accounts
Community Award15801001375FMVCredit on Student AccountS
Transfer Scholarship590464481FMVCredit on Student Accounts
Music Scholarship1100301500fMVCredit on Student Accounts
Assistantships160270000fMVCredit on Student Accounts
International Student Scholarships60192300fMVCredit on Student Accounts
Academic Scholarships230198500fMVCredit on Student Accounts
Ministerial Scholarship19044375fMVCredit on Student Accounts
SU Service Scholarship202950fMVCredit on Student Accounts
SU Grants1194010731242fMVCredit on Student Accounts
Science/Math Scholarship220284250FMVCredit on Student Accounts
Founders Scholarship40125921FMVCredit on Student Accounts
Math Achievement Scholarship7094000FMVCredit on Student Accounts
SU ROTC Room and Board Scholarship5033300FMVCredit on Student Accounts
GO Short Scholarship13024200FMVCredit on Student Accounts
SU Yellow Ribbon Scholarship209055FMVCredit on Student Accounts

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierOther Information:Identifier
Return ReferencePart IV:ReturnReference
ExplanationStudents may be awarded grant funds on the basis of academic achievement and/or financial need. In each case the student can retain eligibility for funding for as many as eight semesters as a full-time student, provided the student meets the renewal criteria such as grade point average and grade progression as outlined in the university catalogue. Individual award amounts are based upon the student's cost to attend the University in a given academic year. Factors included in the calculated cost include tuition, fees, room, board, and estimates for the costs or books and personal expenses during the nine month academic year. An individual student may not receive more than the cost of tuition from the institutional grant funds.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
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 (7 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
SARA Kirkland
18959400023997036642012600251493000
Larry Jay Lemons
300702000362870410000427960420785000
Linda McMillin
16420200022641018787039410209571000
Michael Coyne
15780900015147018433084350199824000
Alicia Jackson
1409780008528015221038200168547000
Deborah Stieffel
1449810008555016057063570175950000
Ronald Cohen
1419930008067015490083390173889000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1aReturnReference
ExplanationDiscretionary spending account- the President has a restricted account used for institutional spending only. Housing allowance or residence for personal use - the President is required to occupy, with his family, a university-owned and university-maintained residence. The university's maintenance and facilities departments provide the necessary landscaping, cleaning, and other maintenance. Health or social club dues or initiation fees- the University maintains for the President memberships to two clubs for business purposes. The total cost of the dues was $1,250. Personal services- a housekeeper is employed by the university to maintain the President's residence and an occasional driver is hired for airport travel.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Snyder County Higher Education Authority
232736780833453cz42006-03-2231779663Partial Bond Refund and Resident Housing00
Snyder County Higher Education Authority
232736780833453dr12008-09-2529990252Resident Hall and Academic Building00
Snyder County Higher Education Authority
232736780Noneavail2009-07-236492500Partial Bond Refund, resident housing and a new science building00

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
317796635291291900553420081011
299902523015952968865720100011
64925009073120101011

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000011
000011
000011

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
100010
000000
000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Relationship With OrganizationRelationshipWithOrganizationType Of AssistanceTypeOfAssistance
Disclosure subject to FERPA laws
FERPA Laws$96,500 Merit Scholarship
Disclosure subject to FERPA laws
FERPA Laws$6,850 Need-Based Scholarship

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
John Strangfeld
CEO and Chairman of Prudential Financial138544Investment Mgmt Fees: Mr. Strangfeld, the Chairmen of the University's board, is Chief Executive Officer and Chairman of Prudential Financial, one of the world's largest financial institutions. The University maintains an investment management relationship with Prudential pursuant to which Prudential was paid investment management fees of approximately $138,544. Mr. Strangfeld received no personal benefit as a result of the business relationship between the University and Prudential. This relationship is disclosed to the board and in the financial statements.0
Jeffrey Whitman
Family member of Key Employee70084Employment0
John Carpenter
Owner of Carpenter and Carpenter129000Legal Fees: Mr. Carpenter, the secretary of the university's board, is a practitioner in the law firm of Carpenter and Carpenter. The university maintains a business relationship with Mr. Carpenter in that he is the solicitor for the university's legal affairs. This relationship is disclosed to the board and in the financial statements.0
Frank Trembulak
EXEC VICE PRESIDENT AND COO OF GEISINGER HEALTH SYSTEM101002Medical fees and services: Mr. Trembulak, a trustee at the university, is an Executive Vice President and COO of Geisinger Health System. The university maintains a relationship with Geisinger Health System for medical services. Mr. Trembulak received no personal benefit as a result of this relationship between the university and Geisinger Health System. This relationship is disclosed to the board and in the financial statements.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions10NumberOfContributions
Noncash Contribs Rptd F990272207NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99011801NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierThird Party Use:Identifier
Return ReferencePart I, Line 32b:ReturnReference
ExplanationIt is the University's general practice to liquidate gifts of publicly held stock as quickly as possible, unless holding the stock is determined to be in the best interest of the University by the Vice President of Finance or one of the University's investment advisors. The stock is liquidated by the brokerage firm Janney Montgomery Scott on 309 N. Fifth St., Sunbury, PA 17801.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11Along with a detailed review preformed by the Audit Committee a link to a password-protected website was emailed to the governing body where the complete form 990 was made available for review.
Form 990, Part VI, Section B, line 12cA conflict of interest questionnaire was sent to the governing body and the replies were reviewed in detail by the Audit Committee. This review forms the basis for disclosure on the form 990 and the audited financial statements.
Form 990, Part VI, Section B, line 15The Organization's Board has adopted a Compensation Policy (the "Policy") for covered individuals. Pursuant to the Policy, a Compensation Committee (a subcommittee of the Organization's Executive Committee) of independent directors was established to review the compensation of all employees specified as having a substantial influence over the organization and who receive remuneration from the Organization, including, among others, the president, executive vice president for administration and planning, provost and dean of the faculty, and vice president for finance. The Compensation Committee is advised by an independent compensation consultant, which opines to the Compensation Committee that the level of compensation paid and the process by which compensation is established meet applicable IRS reasonableness and "safe harbor" standards. The outside compensation consultant provides data of compensation provided at similar organizations to ensure that the university does not compensate in excess of market norms.
Form 990, Part VI, Section C, line 19The organization makes it's governing documents, conflict of interest policy, and financial statements available to the public by posting these documents on the organization's website.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Susquehanna University & Ortenzio Charitable TrustBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1514 University AveAddressLine1
CitySelinsgroveCity
StatePAState
ZIP Code17870ZIPCode
FieldValueIRS element (for citing)
EIN806155309EIN
Primary ActivitiesSupports Susquehanna UniversityPrimaryActivities
Legal Domicile StatePALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 11a, IPublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Susquehanna UniversityBusinessNameLine1
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 Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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