MONMOUTH UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MONMOUTH UNIVERSITY INC (EIN 21-0634584)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349304327
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:53:47-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONMOUTH UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONM | NameControl |
| Phone | 7325713407 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CEDAR AVENUE | AddressLine1 |
| City | WEST LONG BRANCH | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP A BODNER | Name |
| Title | ASSOCIATE VP & CONT. | Title |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KPMG LLP | Name |
| Phone | 2127589700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL G GAFFNEY II PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CEDAR AVENUE | AddressLine1 |
| City | WEST LONG BRANCH | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 197644585 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | MONMOUTH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | MONMOUTH UNIVERSITY IS AN INDEPENDENT, COMPREHENSIVE INSTITUTION OF HIGHER EDUCATION COMMITTED TO EXCELLENCE AND INTEGRITY IN TEACHING, SCHOLARSHIP, AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2937 | TotalNbrEmployees |
| Total Nbr Volunteers | 545 | TotalNbrVolunteers |
| Total Gross UBI | 150304 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 47002 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11905995 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17203235 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 157833335 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 168274907 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3177506 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2843190 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 90680 | OtherRevenuePriorYear |
| Other Revenue Current Year | 205076 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 173007516 | TotalRevenuePriorYear |
| Total Revenue Current Year | 188526408 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 33084707 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 36421008 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 84837880 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 89062377 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3601360 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46373572 | OtherExpensePriorYear |
| Other Expenses Current Year | 48494569 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 164296159 | TotalExpensesPriorYear |
| Total Expenses Current Year | 173977954 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8711357 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14548454 | RevenuesLessExpensesCY |
| Total Assets BOY | 258018783 | TotalAssetsBOY |
| Total Assets EOY | 277713537 | TotalAssetsEOY |
| Total Liabilities BOY | 58917600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60286009 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 199101183 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 217427528 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 143795255 | Expense |
| Grants | 36421008 | Grants |
| Revenue | 168274907 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 143795255 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8881 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2937 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PHILIP A BODNER | NamePerson |
| Telephone Number | 7325713407 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CEDAR AVENUE | AddressLine1 |
| City | WEST LONG BRANCH | City |
| State | NJ | State |
| ZIP Code | 077641898 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PAUL GAFFNEY | |||||||
| PRESIDENT AND TRUSTEE | 70.0 | X | X | 622459 | 0 | 55352 | |
| ALFRED J SCHIAVETTI JR | |||||||
| TRUSTEE AND CHAIRMAN | 1.0 | X | X | ||||
| ROBERT B SCULTHORPE | |||||||
| TRUSTEE AND VICE CHAIRMAN | 1.0 | X | X | ||||
| JOHN GARBARINO | |||||||
| TRUSTEE AND TREASURER | 1.0 | X | X | ||||
| DEBORAH B LARRISON | |||||||
| TRUSTEE AND SECRETARY | 1.0 | X | X | ||||
| JEROME P AMEDEO | |||||||
| TRUSTEE | 1.0 | X | |||||
| RUDOLPH J BORNEO | |||||||
| TRUSTEE | 1.0 | X | |||||
| PETER R BRUCKMANN | |||||||
| TRUSTEE | 1.0 | X | |||||
| ROSA CHAVIANO-MORAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARCIA SUE CLEVER | |||||||
| TRUSTEE | 1.0 | X | |||||
| DENNIS M COLEMAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| WILLIAM P DIOGUARDI JR | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARTI S EGGER | |||||||
| TRUSTEE | 1.0 | X | |||||
| ALFRED L FERGUSON | |||||||
| TRUSTEE | 1.0 | X | |||||
| MICHAEL GOOCH | |||||||
| TRUSTEE | 1.0 | X | |||||
| JAN GREENWOOD | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARIANNE HESSE | |||||||
| TRUSTEE | 1.0 | X | |||||
| KENNETH W HITCHNER III | |||||||
| TRUSTEE | 1.0 | X | |||||
| HAROLD L HODES | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| VIRGINIA S BAUER | |||||||
| TRUSTEE | 1.0 | X | |||||
| ROBERT E MCALLAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| THOMAS J MICHELLI | |||||||
| TRUSTEE | 1.0 | X | |||||
| H WILLIAM MULLANEY | |||||||
| TRUSTEE | 1.0 | X | |||||
| TAVIT O NAJARIAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| THOMAS A PORSKIEVIES | |||||||
| TRUSTEE | 1.0 | X | |||||
| STEVEN J POZYCKI | |||||||
| TRUSTEE | 1.0 | X | |||||
| ROBERT B RUMSBY | |||||||
| TRUSTEE | 1.0 | X | |||||
| M MONICA SWEENEY | |||||||
| TRUSTEE | 1.0 | X | |||||
| ANN UNTERBERG | |||||||
| TRUSTEE | 1.0 | X | |||||
| PAUL W CORLISS | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| ALAN E DAVIS | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| PAUL S DOHERTY JR | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| W CARY EDWARDS | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| JUDITH ANN EISENBERG | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| THOMAS P KIELY | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| STEPHEN M PARKS | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| CHARLES T PARTON | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| WILLIAM B ROBERTS | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| DAVID A BROWN JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| FREDERICK J KAELI JR | |||||||
| TRUSTEE | 1.0 | X | |||||
| MICHAEL A PLODWICK | |||||||
| TRUSTEE | 1.0 | X | |||||
| JOHN H KESSLER | |||||||
| LIFE TRUSTEE | 1.0 | X | |||||
| JOHN A GRECO JR | |||||||
| TRUSTEE | 1.0 | X | |||||
| WILLIAM CRAIG | |||||||
| VP FOR FINANCE | 55.0 | X | 318111 | 0 | 70718 | ||
| THOMAS S PEARSON | |||||||
| PROVOST AND VP ACAD. AFFAIRS | 55.0 | X | 270882 | 0 | 33791 | ||
| JEFFERY MILLS | |||||||
| VP-INST ADVANCEMENT | 55.0 | X | 247129 | 0 | 41360 | ||
| PATRICIA SWANNACK | |||||||
| VP - ADMIN. SERVICES | 55.0 | X | 284380 | 0 | 33778 | ||
| GREY DIMENNA | |||||||
| VP - GENERAL COUNSEL | 55.0 | X | 229325 | 0 | 18525 | ||
| ROBERT D MCCAIG | |||||||
| VP-ENROLLMENT MGMT | 55.0 | X | 215427 | 0 | 22602 | ||
| MARILYN MCNEIL | |||||||
| VP/DIRECTOR OF ATHLETICS | 55.0 | X | 190358 | 0 | 29790 | ||
| MARY ANNE NAGY | |||||||
| VP FOR STUDENT SERVICES | 55.0 | X | 194573 | 0 | 15794 | ||
| FREDERICK KELLY | |||||||
| DEAN-SCHOOL OF BUSINESS | 40.0 | 281531 | 0 | 34239 | X | ||
| DATTA NAIK | |||||||
| DEAN-GRADUATE SCHOOL & CONT.ED | 40.0 | 193318 | 0 | 22453 | X | ||
| STANTON GREEN | |||||||
| DEAN-SCHOOL OF HUMANITIES & SO | 40.0 | 184285 | 0 | 59680 | X | ||
| ANTHONY MACDONALD | |||||||
| DIRECTOR OF THE URBAN COAST IN | 40.0 | 181167 | 0 | 28210 | X | ||
| DONALD MOLIVER | |||||||
| CHAIR/DIR. REAL ESTATE | 40.0 | 185293 | 0 | 76534 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3598238 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 542826 | TotalOtherCompensation |
| Number Individuals GT100 K | 146 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 36 | NumberOfContractorsGT100K |
| Federated Campaigns | 36200 | FederatedCampaigns |
| Fundraising Events | 345589 | FundraisingEvents |
| Government Grants | 4759126 | GovernmentGrants |
| All Other Contributions | 12062320 | AllOtherContributions |
| Noncash Contributions | 274335 | NoncashContributions |
| Total Contributions | 17203235 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES, GROSS | 900099 | 137973709 | 137973709 | |
| AUXILIARY ENTERPRISES | 721310 | 24261636 | 24261636 | |
| GOVERNMENT CONTRACTS | 541700 | 1736460 | 1736460 | |
| ALL OTHER PROGRAM SERVICE REVENUE | 900099 | 4303102 | 3987097 | $316,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 168274907 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2295689 | TotalRevenueColumn |
| Exclusion | $2,295,689 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43232 | TotalRevenueColumn |
| Exclusion | $43,232 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9419011 | Securities |
| Other | 2000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8873510 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 545501 | Securities |
| Other | 2000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 547501 | TotalRevenueColumn |
| Exclusion | $547,501 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 256207 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 345589 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 244667 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11540 | TotalRevenueColumn |
| Exclusion | $11,540 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| CONFERENCE AND PROGRAM SERVICES | 722320 | 77290 | 77290 |
| FITNESS CENTER | 713940 | 62890 | 62890 |
| COPY CENTER | 561439 | 10124 | 10124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 150304 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188526408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 167958902 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 150304 | UnrelatedBusinessRevenue |
| Exclusion | $3,213,967 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126168 | Total |
| Program Services | 126168 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36007643 | Total |
| Program Services | 36007643 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287197 | Total |
| Program Services | 287197 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2654384 | Total |
| Management And General | 2372138 | ManagementAndGeneral |
| Fundraising | 282246 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64683762 | Total |
| Program Services | 52487235 | ProgramServices |
| Management And General | 10347716 | ManagementAndGeneral |
| Fundraising | 1848811 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4002997 | Total |
| Program Services | 3249897 | ProgramServices |
| Management And General | 643825 | ManagementAndGeneral |
| Fundraising | 109275 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12617574 | Total |
| Program Services | 9944984 | ProgramServices |
| Management And General | 2298115 | ManagementAndGeneral |
| Fundraising | 374475 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5103660 | Total |
| Program Services | 3983727 | ProgramServices |
| Management And General | 962637 | ManagementAndGeneral |
| Fundraising | 157296 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406486 | Total |
| Management And General | 406486 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129000 | Total |
| Management And General | 129000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121055 | Total |
| Program Services | 55 | ProgramServices |
| Management And General | 121000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731000 | Total |
| Management And General | 731000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8515932 | Total |
| Program Services | 6952990 | ProgramServices |
| Management And General | 1368119 | ManagementAndGeneral |
| Fundraising | 194823 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2004324 | Total |
| Program Services | 579887 | ProgramServices |
| Management And General | 1424437 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4139626 | Total |
| Program Services | 3203821 | ProgramServices |
| Management And General | 662289 | ManagementAndGeneral |
| Fundraising | 273516 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1539000 | Total |
| Program Services | 332969 | ProgramServices |
| Management And General | 1180885 | ManagementAndGeneral |
| Fundraising | 25146 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10259497 | Total |
| Program Services | 8537502 | ProgramServices |
| Management And General | 1616459 | ManagementAndGeneral |
| Fundraising | 105536 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2125669 | Total |
| Program Services | 1878918 | ProgramServices |
| Management And General | 209290 | ManagementAndGeneral |
| Fundraising | 37461 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580938 | Total |
| Program Services | 535713 | ProgramServices |
| Management And General | 34954 | ManagementAndGeneral |
| Fundraising | 10271 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1017625 | Total |
| Program Services | 1002437 | ProgramServices |
| Management And General | 13890 | ManagementAndGeneral |
| Fundraising | 1298 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7494710 | Total |
| Program Services | 6848937 | ProgramServices |
| Management And General | 519427 | ManagementAndGeneral |
| Fundraising | 126346 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1983437 | Total |
| Program Services | 1770169 | ProgramServices |
| Management And General | 184959 | ManagementAndGeneral |
| Fundraising | 28309 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | 1131738 | 221500 | 899343 | 10895 |
| LIBRARY MATERIALS | 915356 | 915356 | ||
| BOOKSTORE MATERIALS | 3609372 | 3609372 | ||
| ALL OTHER EXPENSES | 1789804 | 1318778 | 455370 | 15656 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173977954 | Total |
| Program Services | 143795255 | ProgramServices |
| Management And General | 26581339 | ManagementAndGeneral |
| Fundraising | 3601360 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6342502 | BOY |
| EOY | 8511512 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7182358 | BOY |
| EOY | 10716738 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881179 | BOY |
| EOY | 1120917 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020066 | BOY |
| EOY | 1118799 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1320475 | BOY |
| EOY | 2146752 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 250392259 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 93891836 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140398309 | BOY |
| EOY | 156500423 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55350215 | BOY |
| EOY | 43434957 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40532795 | BOY |
| EOY | 49199252 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4990884 | BOY |
| EOY | 4964187 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258018783 | BOY |
| EOY | 277713537 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20678697 | BOY |
| EOY | 12263998 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3884445 | BOY |
| EOY | 4008287 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17705000 | BOY |
| EOY | 15925000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3026287 | BOY |
| EOY | 14432265 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2808703 | BOY |
| EOY | 2645122 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10814468 | BOY |
| EOY | 11011337 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58917600 | BOY |
| EOY | 60286009 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159043655 | BOY |
| EOY | 177751349 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21031057 | BOY |
| EOY | 12644581 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19026471 | BOY |
| EOY | 27031598 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199101183 | BOY |
| EOY | 217427528 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258018783 | BOY |
| EOY | 277713537 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271025 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271025 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 173706929 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 173977954 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 256659 | CurrentYearMinus3 |
| Current Year Minus2 | 252856 | CurrentYearMinus2 |
| Current Year Minus1 | 267767 | CurrentYearMinus1 |
| Current Year | 271025 | CurrentYear |
| Total | 1048307 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 3000 | RevenuesIncluded |
| Assets In Part X | 1138464 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41918000 | BeginningOfYearBalance |
| Contributions | 8062000 | Contributions |
| Investment Earnings Or Losses | 4889000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 534000 | GrantsOrScholarships |
| Other Expenditures | 1026000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 53309000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55906000 | BeginningOfYearBalance |
| Contributions | 782000 | Contributions |
| Investment Earnings Or Losses | -13335000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 471000 | GrantsOrScholarships |
| Other Expenditures | 964000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 41918000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6245470 | OtherCostOrOtherBasis |
| Book Value | 6245470 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1107200 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 143232889 | OtherCostOrOtherBasis |
| Depreciation | 40347293 | Depreciation |
| Book Value | 103992796 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 285988 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 285988 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18375639 | OtherCostOrOtherBasis |
| Depreciation | 11558619 | Depreciation |
| Book Value | 6817020 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81145073 | OtherCostOrOtherBasis |
| Depreciation | 41985924 | Depreciation |
| Book Value | 39159149 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 156500423 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FUNDS | 46527380 | F |
| FUNDS | 2469370 | F |
| RETENTION GRP) | 166195 | F |
| BENEFICIARY) | 38307 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49201252 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $85,926 |
| STUDENT LOAN GRANTS REFUNDABLE | $4,052,951 |
| ASSET RETIREMENT OBLIGATION | $6,872,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11011337 | TotalOfAmounts |
| Total Revenue | 188526408 | TotalRevenue |
| Total Expenses | 173977954 | TotalExpenses |
| Excess Or Deficit For Year | 14548454 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3046891 | NetUnrealizedGLOnInvestments |
| Investment Expenses | 731000 | InvestmentExpenses |
| Total Adjustments | 3777891 | TotalAdjustments |
| Excess Or Deficit Per FS | 18326345 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 155278459 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3046891 | NetUnrealizedGainsInvestments |
| Other Revenues | -36294840 | OtherRevenues |
| Revenue Not Rptd F990 | -33247949 | RevenueNotRptdF990 |
| Revenue Subtotal | 188526408 | RevenueSubtotal |
| Total Revenue Per Form990 | 188526408 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 136952114 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 136952114 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 731000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 36294840 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37025840 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 173977954 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D PART III | LINE 4 | THE MONMOUTH UNIVERSITY PERMANENT ART COLLECTION SERVES AS A VITAL TEACHING TOOL AND IS AN INTEGRAL ASSET TO THE DEPARTMENT OF ART AND DESIGN, THE UNIVERSITY CAMPUS AS A WHOLE, AND THE VISITING GENERAL PUBLIC. COMPLIMENTING UNIVERSITY GALLERY EXHIBITIONS, LECTURES AND WORKSHOPS BY VISITING ARTISTS AND HISTORIANS, THE UNIVERSITY COLLECTION PROVIDES STUDENTS, FACULTY, AND THE GENERAL PUBLIC AT LARGE WITH ACCESS TO IMPORTANT PIECES OF ART. THE PERMANENT COLLECTION IS FREQUENTLY ON DISPLAY, SHOWCASING WORKS FROM THE COLLECTION. THE UNIVERSITY COLLECTION IS ALSO MADE AVAILABLE TEMPORARILY, PER REQUEST, TO OTHER EDUCATION INSTITUTIONS FOR EXHIBITION AND SCHOLARLY RESEARCH. FOR EXAMPLE, THE COLLECTION CONTAINS SUBSTANTIAL WORKS BY LEWIS MUMFORD AND JACOB LANDAU. WITH PROPER APPROVALS, THESE WORKS ARE MADE AVAILABLE ON LOAN TO REQUESTING INSTITUTIONS. |
| SCHEDULE D PART V | LINE 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIPS, FACULTY CHAIRS, INSTRUCTION, ACADEMIC SUPPORT, AND OPERATION AND MAINTENANCE OF PHYSICAL PLANT. |
| SCHEDULE D PART X | FIN 48 | MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE REPORTED. IN 2008, THE UNIVERSITY ADOPTED THE PROVISION OF FIN 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB NO. 109 (FIN 48), WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. FIN 48 REQUIRES AN ENTITY TO RECOGNIZE THE IMPACT OF A TAX POSITION IN ITS FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. THE EFFECT OF ADOPTION OF FIN 48 DID NOT HAVE AN IMPACT ON THE FINANCIAL STATEMENTS. |
| SCHEDULE D PART XII AND XIII | LINE 2D AND 4B - OTHER | TUITION DISCOUNT OF $35,818,379 ROOM AND BOARD DISCOUNT OF $476,461 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | NEWSPAPER ANNOUNCEMENTS | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE UNIVERSITY RECEIVED $2,164,968 DURING THE FISCAL YEAR UNDER THE "INDEPENDENT COLLEGE AND UNIVERSITY ASSISTANCE ACT" OF NEW JERSEY. NEW JERSEY REMAINS COMMITTED BY LAW AND PUBLIC POLICY TO THE DEVELOPMENT AND PRESERVATION OF A PLANNED AND DIVERSE SYSTEM OF HIGHER EDUCATION WHICH ENCOMPASSES BOTH PUBLIC AND INDEPENDENT INSTITUTIONS. INDEPENDENT INSTITUTIONS MAKE AN IMPORTANT CONTRIBUTION TO HIGHER EDUCATION IN THE STATE AND IT IS IN THE PUBLIC INTEREST TO ASSIST THESE INSTITUTIONS IN THE PROVISION AND MAINTENANCE OF QUALITY ACADEMIC PROGRAMS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | Study Abroad Students | 151225 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Study Abroad Students | 135972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 287197 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Tuition Discount | Europe/Iceland/Greenland | 40 | 151225 | CREDIT ACCT |
| Tuition Discount | East Asia/Pacific | 27 | 135972 | CREDIT ACCT |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1, LINE 2 | Identifier |
| Explanation | MONMOUTH UNIVERSITY GRANTS, INCLUDING THOSE GRANTS RELATED TO STUDENTS PARTICIPATING IN OUR STUDY ABROAD PROGRAM, TAKE THE FORM OF SCHOLARSHIPS AWARDED BY OUR FINANCIAL AID OFFICE FOR TUITION, ROOM, BOARD AND BOOKS. THE SCHOLARSHIPS ARE AWARDED IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED FOR EACH SCHOLARSHIP AND ARE ADMINISTERED BY THE FINANCIAL AID OFFICE. CREDITING OF SCHOLARSHIPS TO STUDENT ACCOUNTS IS ADMINISTERED BY THE BURSAR'S OFFICE. THE SCHOLARSHIPS REPORTED HERE WERE GRANTED TO MONMOUTH UNIVERSITY STUDENTS WHILE THEY WERE STUDYING ABROAD AND REPORTED IN ACCORDANCE WITH THE SCHEDULE F INSTRUCTIONS AND THE IRS'S FILING TIPS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 197895 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 110651 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 87244 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5063 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 33183 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11961 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 195100 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 140695 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 54405 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 11805 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 35534 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 5021 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 12 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 190706 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 85118 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 105588 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 3213 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 31686 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 53742 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 30526 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 583701 | GrossReceiptsTotal |
| Charitable Contributions Total | 336464 | CharitableContributionsTotal |
| Gross Revenue Total Events | 247237 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20081 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 100403 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 57492 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 47508 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 225484 | DirectExpenseSummaryEvents |
| Net Income Summary | 21753 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LONG BRANCH CHAMBER OF COMMERCE | |||||||
| PO BOX 628 | LONG BRANCH | NJ | 07740 | 210502065 | 501(c)(6) | 6500 | GENERAL SUPPORT |
| TWO RIVER THEATER COMPANY | |||||||
| 21 BRIDGE AVE | RED BANK | NJ | 07701 | 521857767 | 501(C)(3) | 35500 | GENERAL SUPPORT |
| BOROUGH OF WEST LONG BRANCH | |||||||
| 967 BROADWAY | WEST LONG BRANCH | NJ | 07764 | 216001351 | N/A | 42228 | FIRE ENG/GENERAL |
| AMERICAN CONFERENCE ON DIVERSITY | |||||||
| 109 CHURCH ST | NEW BRUNSWICK | NJ | 08901 | 320154928 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 48 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 11 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| AUXILIARY ENTERPISES DISCOUNT (ROOM, BOARD, BOOKS) | 110 | 452597 |
| TUITION DISCOUNT | 5841 | 32132285 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1 LINE 2 | Identifier |
| Explanation | MONMOUTH UNIVERSITY GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS ARE MODEST AND ARE APPROVED BY OUR OFFICE OF PUBLIC AFFAIRS AND MONITORED BY THE PRESIDENT'S CABINET. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS TAKE THE FORM OF SCHOLARSHIPS TO OUR STUDENTS. THE SOURCE OF FUNDING OF THESE SCHOLARSHIPS MAY BE UNIVERSITY INSTITUTIONAL FUNDS, GOVERNMENT FUNDS OR DONOR FUNDS. UNIVERSITY FUNDED SCHORLARSHIPS ARE ADMINISTERED BY THE UNIVERSITY'S ADMISSIONS OFFICE, BOTH GRADUATE AND UNDERGRADUATE, AND AWARDED USING A CALCULATION DRIVEN BY PRIOR ACADEMIC PERFORMANCE STATISTICS. GOVERNMENT FUNDED SCHOLARSHIPS ARE AWARDED BY THE UNIVERSITY'S FINANCIAL AID OFFICE WITH STRICT ADHERENCE TO GOVERNMENT REGULATIONS AND AWARD CRITERIA. DONOR FUNDED SCHOLARSHIPS, WHETHER SPONSORED OR ENDOWED, ARE AWARDED BY THE UNIVERSITY'S FINANCIAL AID OFFICE WITH STRICT ADHERENCE TO THE DONOR'S WRITTEN AWARD CRITERIA. THE UNIVERSITY'S DEVELOPMENT OFFICE WORKS WITH THE DONOR AT THE TIME OF THE GIFT TO ESTABLISH THE WRITTEN AWARD CRITERIA AND THESE CRITERIA ARE MAINTAINED FOR REFERENCE IN BOTH THE UNIVERSITY'S DEVELOPMENT AND FINANCIAL AID OFFICES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL GAFFNEY | |||||||||||||
| 334091 | 0 | 275000 | 0 | 13368 | 0 | 19600 | 0 | 35752 | 0 | 677811 | 0 | 0 | 0 |
| WILLIAM CRAIG | |||||||||||||
| 257532 | 0 | 45000 | 0 | 15579 | 0 | 19600 | 0 | 51118 | 0 | 388829 | 0 | 0 | 0 |
| THOMAS S PEARSON | |||||||||||||
| 255875 | 0 | 12000 | 0 | 3007 | 0 | 19600 | 0 | 14191 | 0 | 304673 | 0 | 0 | 0 |
| JEFFERY MILLS | |||||||||||||
| 245908 | 0 | 0 | 0 | 1221 | 0 | 19600 | 0 | 21760 | 0 | 288489 | 0 | 0 | 0 |
| PATRICIA SWANNACK | |||||||||||||
| 238478 | 0 | 45000 | 0 | 902 | 0 | 19323 | 0 | 14455 | 0 | 318158 | 0 | 0 | 0 |
| GREY DIMENNA | |||||||||||||
| 227000 | 0 | 0 | 0 | 2325 | 0 | 18248 | 0 | 277 | 0 | 247850 | 0 | 0 | 0 |
| ROBERT D MCCAIG | |||||||||||||
| 200170 | 0 | 15000 | 0 | 257 | 0 | 16123 | 0 | 6479 | 0 | 238029 | 0 | 0 | 0 |
| MARILYN MCNEIL | |||||||||||||
| 187686 | 0 | 0 | 0 | 2672 | 0 | 15209 | 0 | 14581 | 0 | 220148 | 0 | 0 | 0 |
| MARY ANNE NAGY | |||||||||||||
| 193231 | 0 | 0 | 0 | 1342 | 0 | 15546 | 0 | 248 | 0 | 210367 | 0 | 0 | 0 |
| FREDERICK KELLY | |||||||||||||
| 231960 | 0 | 27245 | 0 | 22326 | 0 | 18774 | 0 | 15465 | 0 | 315770 | 0 | 0 | 0 |
| DATTA NAIK | |||||||||||||
| 190116 | 0 | 0 | 0 | 3202 | 0 | 15375 | 0 | 7078 | 0 | 215771 | 0 | 0 | 0 |
| STANTON GREEN | |||||||||||||
| 181940 | 0 | 0 | 0 | 2345 | 0 | 14836 | 0 | 44844 | 0 | 243965 | 0 | 0 | 0 |
| ANTHONY MACDONALD | |||||||||||||
| 175085 | 0 | 0 | 0 | 6082 | 0 | 14201 | 0 | 14009 | 0 | 209377 | 0 | 0 | 0 |
| DONALD MOLIVER | |||||||||||||
| 184262 | 0 | 0 | 0 | 1031 | 0 | 15222 | 0 | 61312 | 0 | 261827 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LINE 1A | TRAVEL FOR COMPANIONS | IT IS THE REQUIREMENT OF THE BOARD OF TRUSTEES THAT THE PRESIDENT'S SPOUSE, WHEN ENGAGED IN ACTIVITIES IN THE FURTHERANCE OF OR ON BEHALF OF THE UNIVERSITY, BE CONSIDERED AN UNPAID VOLUNTEER FOR THE UNIVERSITY AND SHALL BE ENTITLED TO HAVE ALL APPROPRIATE EXPENSES INCURRED DURING SUCH ACTIVITIES REIMBURSED BY THE UNIVERSITY UPON THE PRESENTATION OF PROPER DOCUMENTATION OF SUCH EXPENSES. THE REQUIREMENT OF THE BOARD OF TRUSTEES IS DOCUMENTED IN THE PRESIDENT'S EMPLOYMENT CONTRACT WITH THE UNIVERSITY. THE PRESIDENT'S SPOUSE RECEIVED A DE MINIMIS AMOUNT OF SUCH REIMBURSEMENT DURING THIS TAX YEAR. |
| LINE 1A | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS | THE BOARD OF TRUSTEES HAS INCLUDED IN THE PRESIDENT'S COMPENSATION PACKAGE REIMBURSEMENT FOR FINANCIAL PLANNING COSTS. THIS REIMBURSEMENT IS GROSSED UP TO COVER THE APPLICABLE TAXES AND REPORTED AS COMPENSATION ON THE PRESIDENT'S W-2 AND ON THE FORM 990. |
| LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | FOR THE BENEFIT AND CONVENIENCE OF THE UNIVERSITY IN HAVING THE FUNCTIONS OF THE OFFICE OF THE PRESIDENT EFFICIENTLY DISCHARGED AND AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED BY THE BOARD OF TRUSTEES TO RESIDE IN A HOME LOCATED ON CAMPUS AND PROVIDED BY THE UNIVERSITY AT ITS EXPENSE. SPACE PROVIDED IN THE PRESIDENT'S RESIDENCE FOR PRIVATE USE IS REPORTED AS COMPENSATION ON THE FORM 990. |
| LINE 1A | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | THE BOARD OF TRUSTEES REQUIRES THE UNIVERSITY TO MAINTAIN FOR THE PRESIDENT A MEMBERSHIP WITH A LOCAL GOLF CLUB SOLELY TO BE USED FOR UNIVERSITY FUNDRAISING, FRIEND RAISING AND OTHER UNIVERSITY BUSINESS. THE PRESIDENT MAY NOT USE THIS MEMBERSHIP FOR PERSONAL USE. THIS MEMBERSHIP IS INCLUDED AS COMPENSATION ON THE FORM 990. |
| LINE 1A | PERSONAL SERVICES (E.G., MAID, CHAUFFEUR, CHEF) | THE PRESIDENT'S RESIDENCE MANAGER SPENDS A MAXIMUM OF ONE DAY PER WEEK ON PERSONAL MATTERS OF THE PRESIDENT FOR HIS APARTMENT WITHIN THE RESIDENCE. THE VALUE OF THIS SERVICE IS INCLUDED AS COMPENSATION ON THE PRESIDENT'S W2 AND ON THE FORM 990. |
| LINE 7 | NON-FIXED PAYMENTS | SOME MEMBERS OF THE PRESIDENT'S CABINET RECEIVED BONUSES AT THE DISCRETION OF THE PRESIDENT. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| WILLIAM E FITZGERALD PE | |||
| SEE SCHEDULE O | 189953 | ENGINEERING SERVICES | false |
| CJ HESSE | |||
| SEE SCHEDULE O | 380986 | CONSTRUCTION MATERIAL | false |
| OCEANFIRST BANK | |||
| SEE SCHEDULE O | 19000000 | REVOLVING LINE OF CREDIT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14279 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv on date of GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ATHLETIC EQUIPMENT | 2 | 0 | N/A |
| X | AUCTIONS/PRIZES | 373 | 0 | N/A |
| X | IT/MEDIA EQUIPMENT | 9 | 5856 | SALE OF SIMILAR ITEM |
| X | MUSICAL INSTRUMENTS | 2 | 1200 | SALE OF SIMILAR ITEM |
| X | UNIVERSITY EVENT FOOD | 20 | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I LINE 32 | THE UNIVERSITY USES A STOCKBROKER TO SELL GIFTS OF SECURITIES. |
| PART I LINE 33 | THE UNIVERSITY ONLY RECORDS REVENUE FOR NON-CASH CONTRIBUTIONS MEETING THE FOLLOWING CRITERIA: 1) ITEMS ADDED TO OUR EQUIPMENT INVENTORY WITH A VALUE OF $1,000 OR MORE AND HAVE A USEFUL LIFE OF ONE YEAR OR MORE, AND 2) WORKS OF ART OR HISTORICAL TREASURES ADDED TO OUR COLLECTION, AND 3) SECURITIES NONE OF THE ITEMS REPORTED ON LINE 5) CLOTHING AND HOUSEHOLD GOODS, LINE 25) ATHLETIC EQUIPMENT, LINE 25) AUCTION/PRIZES, AND 25) UNIVERSITY EVENT FOOD MET THESE CRITERIA. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I LINE 1 AND PART III LINE 1 | MONMOUTH UNIVERSITY IS AN INDEPENDENT, COMPREHENSIVE INSTITUTION OF HIGHER EDUCATION COMMITTED TO EXCELLENCE AND INTEGRITY IN TEACHING, SCHOLARSHIP, AND SERVICE. THROUGH ITS OFFERINGS IN LIBERAL ARTS, SCIENCES, AND PROFESSIONAL PROGRAMS, MONMOUTH UNIVERSITY EDUCATES AND PREPARES STUDENTS TO REALIZE THEIR POTENTIAL AS LEADERS AND TO BECOME ENGAGED CITIZENS IN A DIVERSE AND INCREASINGLY INTERDEPENDENT WORLD. |
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III LINE 4A | HIGHER EDUCATION, RESEARCH AND PUBLIC SERVICE: THE EIGHT (8) SCHOOLS OF MONMOUTH UNIVERSITY (THE LEON HESS BUSINESS SCHOOL, THE SCHOOL OF EDUCATION, THE SCHOOL OF SOCIAL WORK, THE WAYNE D. MCMURRAY SCHOOL OF HUMANITIES AND SOCIAL SERVICES, THE MARGORIE K. UNTERBERG SCHOOL OF NURSING AND HEALTH STUDIES, THE SCHOOL OF SCIENCE, THE GRADUATE SCHOOL, AND THE HONORS SCHOOL) ENROLLED 4,306 FULL-TIME AND 375 PART-TIME UNDERGRADUATE STUDENTS AND 632 FULL-TIME AND 1,186 PART-TIME STUDENTS. IN SUPPORT OF OUR STUDENTS AND FACULTY, THE UNIVERSITY MAINTAINED A STRUCTURE OF DEPARTMENTS PERFORMING ACADEMIC SUPPORT, STUDENT SERVICES AND AUXILIARY ENTERPRISES. THE UNIVERSITY'S SCHOOLS AND DEPARTMENTS, AS WELL AS THE UNIVERSITY'S FIVE (5) INSTITUTES (THE INSTITUTE FOR GLOBAL UNDERSTANDING, THE KISLAK REAL ESTATE INSTITUTE, THE POLLING INSTITUTE, THE RAPID RESPONSE INSTITUTE, AND THE URBAN COAST INSTITUTE), CONDUCTED RESEARCH AND PUBLIC SERVICE PROJECTS FUNDED BY INSTITUTIONAL, GOVERNMENT AND PRIVATE RESOURCES. FOR ADDITIONAL INFORMATION, PLEASE VISIT OUR WEBSITE AT WWW.MONMOUTH.EDU/ |
| FORM 990 PART VI, SECTION A. GOVERNING BODY AND MANAGEMENT | LINE 1A | THERE ARE THREE CLASSES OF TRUSTEES WHO SERVE ON THE BOARD OF TRUSTEES: REGULAR TRUSTEES, LIFE TRUSTEES AND LIFE TRUSTEE EMERITI. LIFE TRUSTEES ARE ELIGIBLE TO BE ELECTED AFTER DISTINCTIVE SERVICE ON THE BOARD FOR TWO FULL TERMS AS A REGULAR TRUSTEE. LIFE TRUSTEE EMERITI MAY VOTE AT COMMITTEE MEETING BUT NOT AT FULL BOARD MEETINGS. THERE ARE TWO MEMBERS OF THE BOARD OF TRUSTEES WHO ARE LIFE TRUSTEE EMERITI. THE BOARD OF TRUSTEES HAS AN EXECUTIVE COMMITTEE THAT IS AUTHORIZED TO ACT ON BEHALF OF THE FULL BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR OFFICERS OF THE BOARD (CHAIR, VICE CHAIR, TREASURER AND SECRETARY), THE CHAIRS OF ALL STANDING COMMITTEES, TWO-AT-LARGE MEMBERS OF THE BOARD APPOINTED BY THE CHAIR AND THE PRESIDENT OF THE UNIVERSITY. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MAY TAKE ANY ACTION THAT THE FULL BOARD OF TRUSTEES IS AUTHORIZED TO TAKE WITH CERTAIN EXCEPTIONS. THE EXECUTIVE COMMITTEE MAY NOT: TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE FULL BOARD OF TRUSTEES, AWARD DEGREES (OTHER THAN HONORARY DEGREES), SELECT OR APPOINT TRUSTEES OR OFFICERS, CHANGE THE UNIVERSITY'S MISSION OR PURPOSE, SELL THE UNIVERSITY'S ASSETS, ADOPT THE ANNUAL BUDGET, ALTER BYLAWS, REMOVE OR APPOINT THE PRESIDENT OR TAKE ANY ACTION SPECIFICALLY RESERVED TO THE FULL BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE ALSO HAS AUTHORITY TO PURCHASE, MANAGE AND SELL LAND, BUILDINGS AND CAPITAL EQUIPMENT COSTING BETWEEN $250,000 AND $500,000. THE EXECUTIVE COMMITTEE MAY ALSO TAKE ANY ACTION DELEGATED TO IT BY THE FULL BOARD OF TRUSTEES. |
| FORM 990 PART VI, SECTION A. GOVERNING BODY AND MANAGEMENT | LINE 4 | AT ITS OCTOBER 2009 MEETING, THE BOARD OF TRUSTEES ADOPTED SEVERAL AMENDMENTS TO ITS BYLAWS. THOSE AMENDMENTS INCLUDED ABOLISHING THE GIFT PLANNING COMMITTEE AND SHIFTING ITS RESPONSIBILITIES TO THE UNIVERSITY ADVANCEMENT COMMITTEE, CREATING A HUMAN RESOURCES AND BENEFITS COMMITTEE AND UPGRADING THE ATHLETICS SUBCOMMITTEE TO FULL COMMITTEE STATUS. |
| FORM 990 PART VI, SECTION B. POLICIES | LINE 11A | THE BOARD OF TRUSTEES HAS DESIGNATED THE AUDIT COMMITTEE TO BE RESPONSIBLE FOR THE REVIEW OF THE FORM 990 PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. THIS RESPONSIBILITY IS INCLUDED IN THE AUDIT COMMITTEE'S CHARTER. A FINAL DRAFT OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE AT A REGULAR MEETING FOR THEIR REVIEW AND COMMENT. MODIFICATIONS RESULTING FROM THE REVIEW, IF ANY, ARE MADE BEFORE FILING THE FORM. IN ADDITION, AN EMAIL IS SENT OUT TO EACH MEMBER OF THE BOARD INDICATING THAT THE FINAL DRAFT OF THE FORM 990 IS AVAILABLE AND WILL BE EMAILED UPON REQUEST. |
| FORM 990 PART VI, SECTION B. POLICIES | LINE 12C | THE BOARD OF TRUSTEES HAS A CODE OF ETHICS, AS WELL AS A PROVISION IN ITS BYLAWS, WHICH DEALS WITH CONFLICTS OF INTEREST. ALSO, MEMBERS OF THE BOARD AND KEY EMPLOYEES COMPLETE AN ANNUAL DISCLOSURE STATEMENT SETTING FORTH THEIR BUSINESS AND OTHER INTERESTS. REVIEW OF SITUATIONS TO DETERMINE A CONFLICT ARE CARRIED OUT BY THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL AND IF NECESARY THE BOARD'S EXECUTIVE COMMITTEE. BOARD MEMBERS FOUND TO HAVE A CONFLICT ON A PARTICULAR ITEM RECUSE THEMSELVES FROM PARTICIPATING AND VOTING IN CONNECTION WITH THAT ITEM. SUCH RECUSALS ARE PLACED ON THE RECORDS. |
| FORM 990 PART VI, SECTION B. POLICIES | LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY AND OTHER KEY EMPLOYEES IS SET FORTH IN THE UNIVERSITY'S EXECUTIVE COMPENSATION POLICY. PURSUANT TO THAT POLICY, THE BOARD'S COMPENSATION COMMITTEE (ALL OF WHOM ARE INDEPENDENT) AND THE VICE PRESIDENT AND GENERAL COUNSEL REVIEW COMPARABLE COMPENSATION DATA PROVIDED BY AN INDEPENDENT OUTSIDE CONSULTANT AND MAKE COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES AS TO THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY. THE FULL BOARD OF TRUSTEES THEN ACTS UPON THE COMPENSATION COMMITTEE'S RECOMMENDATION AND MAKES A DECISION ON THE PRESIDENT'S COMPENSATION. MINUTES OF BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES MEETING CONCERNING SUCH ACTIONS ARE REVIEWED AND APPROVED BY BOTH BODIES. THE PRESIDENT'S COMPENSATION WAS LAST SET BY THIS PROCESS IN JUNE 2010. COMPENSATION DETERMINATIONS FOR OTHER KEY EMPLOYEES ARE DETERMINED BY THE PRESIDENT OF THE UNIVERSITY AFTER REVIEW OF COMPARABLE COMPENSATION DATA PROVIDED BY AN INDEPENDENT OUTSIDE CONSULTANT. THOSE COMPENSATION DECISIONS ARE REPORTED BY THE PRESIDENT TO THE COMPENSATION COMMITTEE. |
| FORM 990 PART VI, SECTION C. DISCLOSURE | LINE 19 | MONMOUTH UNIVERSITY DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. BOTH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBPAGE. |
| 990, PART VII - COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS | TORCON, INC. 328 NEWMAN SPRINGS ROAD RED BANK, NJ 07701 CONSTRUCTION MANAGEMENT $20,217,266 FITZPATRICK & ASSOCIATES 1115 PINE BROOK RD TINTON FALLS, NJ 07724 CONSTRUCTION MANAGEMENT $6,616,217 ARAMARK IDS-100 PEN SQUARE EAST PHILADELPHIA, PA 19107 FOOD SERVICE $4,102,597 PASKILL STAPLETON & LORD ONE ROBERTS AVE GLENSIDE, PA 19038 MARKETING $1,070,094 US ARMY EDGEWOOD CHEMICAL 5183 BLACKHAWK ROAD ABERDEEN PROVING GROUND, MD 21010 GRANT SUBCONTRACTOR $450,000 | |
| PART X - BALANCE SHEET | RECLASSIFICATIONS TO COLUMN (A) BEGINNING OF YEAR: | RECLASSIFICATIONS OF AMOUNTS HAVE BEEN MADE TO SEVERAL LINES WITHIN THE ASSETS AND LIABILITIES SECTIONS IN COLUMN (A) "BEGINNING OF YEAR" TO CORRELATE TO CLASSIFICATIONS USED FOR THESE LINES IN COLUMN (B) "END OF YEAR". BEGINING OF YEAR TOTAL ASSETS AND LIABILITIES REMAIN THE SAME AS REPORTED ON LAST YEAR'S FORM 990 FOR END OF YEAR. THESE RECLASSIFICATIONS AFFECTED LINES 7, 13, 20, 23 AND 24. |
| SCHEDULE L, PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | COLUMN(B) - RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: | 1) WILLIAM E. FITZGERALD, P.E. IS A FAMILY MEMBER OF PATRICIA SWANNACK, VICE PRESIDENT FOR ADMINIDTRATIVE SERVICES. 2) MARIANNE HESSE,TRUSTEE, HAS OWNERSHIP IN C.J. HESSE. 3) JOHN GARBARINO, TRUSTEE AND TREASURER, IS AN OFFICER AT OCEANFIRST BANK. |
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