LINCOLN UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN UNIVERSITY (EIN 23-1352655)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201141369349304234
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T17:57:48-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINC | NameControl |
| Phone | 4843658000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Baltimore Pike | AddressLine1 |
| Address Line2 | PO Box 179 | AddressLine2 |
| City | LINCOLN UNIVERSITY | City |
| State | PA | State |
| ZIP Code | 19352 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Howard Merlin | Name |
| Title | VP for Fiscal Affairs | Title |
| Phone | 4843658049 | Phone |
| Date Signed | 2010-05-13 | DateSigned |
| 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 | Howard Merlin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Lincoln University | AddressLine1 |
| Address Line2 | 1570 Baltimore Pike | AddressLine2 |
| City | Lincoln University | City |
| State | PA | State |
| ZIP Code | 19352 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 65094358 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.LINCOLN.EDU | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | University | TypeOfOrgOtherDescription |
| Year Formation | 1854 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Lincoln University is a premier, Historically Black University that combines the best elements of a liberal arts and sciences -based undergraduate core curriculum, and selected graduate programs to meet the needs of those living in a highly technological and global society. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1171 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15340525 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15474518 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43374379 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47991225 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1285142 | InvestmentIncomePriorYear |
| Investment Income Current Year | 779875 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 894423 | OtherRevenuePriorYear |
| Other Revenue Current Year | 848740 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 60894469 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65094358 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31605920 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32972264 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 786458 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26222871 | OtherExpensePriorYear |
| Other Expenses Current Year | 27160276 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57828791 | TotalExpensesPriorYear |
| Total Expenses Current Year | 60132540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3065678 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4961818 | RevenuesLessExpensesCY |
| Total Assets BOY | 161580118 | TotalAssetsBOY |
| Total Assets EOY | 230600491 | TotalAssetsEOY |
| Total Liabilities BOY | 48426355 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47618516 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 113153763 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 182981975 | NetAssetsOrFundBalancesEOY |
| Mission Description | Lincoln University is a premier, Historically Black University that combines the best elements of a liberal arts and sciences -based undergraduate core curriculum, and selected graduate programs to meet the needs of those living in a highly technological and global society. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 46733459 | Expense |
| Revenue | 47991225 | Revenue |
| Description | Education, General/Other: Academic support, student services and scholarships. These programs provide general support to students for housing, financial aid, counseling, health insurance and student government, instruction and library, auxiliary enterprises, the cost of student housing and meals, research and sponsored programs primarily consisting of grants funded by federal, state and local governments to support the University's instructional mission (2400 students, both graduate and undergraduate). | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 46733459 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 176 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1171 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HOWARD MERLIN | NamePerson |
| Telephone Number | 4843658049 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Baltimore Pike | AddressLine1 |
| Address Line2 | P O Box 179 | AddressLine2 |
| City | Lincoln University | City |
| State | PA | State |
| ZIP Code | 193520999 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HOWARD H BROWN | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| ROBERT L ARCHIE | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| ANDREA L CUSTIS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| BISHOP DAVID G EVANS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE LEVAN GORDON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| KATHLEEN J BUTLER HAYES | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| KIMBERLY A LLOYD | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| GREGORY C MILLER | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR PETER OTUNUYA CHINWEOLILI | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| TEHMA H SMITH | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE W CURTIS THOMAS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| KEVIN E VAUGHAN | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR IVORY V NELSON | ||||||||
| Ex officio Trustee | 37.50 | X | 250908 | 0 | 0 | X | X | X |
| DR ROBERT L ALBRIGHT | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| REVEREND CHARLES A COVERDALE | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| WILLIAM B INGRAM | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR DAVID E KNOX | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR AJAY RAJU | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE RUTH E SMITH | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| LESTER N CONEY | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE DWIGHT EVANS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| RICHARD H GLANTON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE CHERELLE PARKER | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE ROBERT F POWELSON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE SPENCER B SEATON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR KATHLEEN M SHAW | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| GERALD L ZAHORCHAK | ||||||||
| Ex Officio Trustee | 0 | X | 0 | 0 | 0 | |||
| SHERMAN WOODEN | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| PHYLLIS G WOOLLEY ROY | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| HONORABLE EDWARD G RENDELL GOVERNOR | ||||||||
| Ex officio Trustee | 0 | X | 0 | 0 | 0 | |||
| MR WARREN R COLBERT SR | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| PHOEBE A HADDON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR DONNA M LAWS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| MR GARY A MICHELSON | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR DONALD L | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| DR GUY A SIMS | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Michael Hill | ||||||||
| VP of Development and External Relations | 37.5 | 150826 | 0 | 0 | X | X | ||
| DR Grant Venerable | ||||||||
| Vice President for Academic Affairs | 37.5 | 139614 | 0 | 0 | X | X | ||
| Howard Merlin | ||||||||
| Vice President for Fiscal Affairs | 37.5 | 134162 | 0 | 0 | X | X | ||
| DR Jerryl Briggs | ||||||||
| Interim Vice President for Student Affairs | 37.5 | 107353 | 0 | 0 | X | X | ||
| DR William Bynum Jr | ||||||||
| Vice President for Student Affairs | 37.5 | 72286 | 0 | 0 | X | X | ||
| DR Delroy Louden | ||||||||
| Professor | 37.5 | 157119 | 0 | 0 | X | |||
| DR Willie Williams | ||||||||
| Professor | 37.5 | 124392 | 0 | 0 | X | |||
| DR Robert Langley | ||||||||
| Chemistry Chair/Professor | 37.5 | 117227 | 0 | 0 | X | |||
| John Thompson | ||||||||
| Director for Physical Plant | 37.5 | 105113 | 0 | 0 | X | |||
| DR Patricia Joseph | ||||||||
| Professor | 37.5 | 105113 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1464113 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TIAA CREF | |||||
| 730 Third Avenue | New York | NY | 100173206 | Benefit Provider | 3289909 |
| Aetna US Healthcare | |||||
| 1425 Union Meeting Rd | Blue Bell | PA | 194220317 | Insurance Benefits Provider | 2856575 |
| Sodexho Inc and Affiliates | |||||
| PO Box 905374 | Charlotte | NC | 282905374 | Food Service Provider | 2735765 |
| Weidenhammer Systems Corp | |||||
| 935 Berkshire Blvd | Wyomissing | PA | 19610 | Information Technology Contracted Service | 519538 |
| Gooseworks | |||||
| 6069 Main St | East Petersburg | PA | 17520 | General Contracted Services | 297906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 13623000 | GovernmentGrants |
| All Other Contributions | 1851518 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 15474518 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | 25604659 | 25604659 | 0 | $0 |
| Room & Board | 611310 | 14956755 | 14956755 | 0 | $0 |
| Contracts & Soonsored Activities | 611310 | 7429811 | 7429811 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47991225 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 779875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 779875 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 848740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 848740 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 848740 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65094358 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49619840 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817937 | Total |
| Program Services | 279567 | ProgramServices |
| Management And General | 260054 | ManagementAndGeneral |
| Fundraising | 278316 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24375113 | Total |
| Program Services | 19435431 | ProgramServices |
| Management And General | 4771526 | ManagementAndGeneral |
| Fundraising | 168156 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1960668 | Total |
| Program Services | 1386084 | ProgramServices |
| Management And General | 532441 | ManagementAndGeneral |
| Fundraising | 42143 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3870126 | Total |
| Program Services | 2844974 | ProgramServices |
| Management And General | 954880 | ManagementAndGeneral |
| Fundraising | 70272 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1948420 | Total |
| Program Services | 1524437 | ProgramServices |
| Management And General | 394706 | ManagementAndGeneral |
| Fundraising | 29277 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278650 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 278650 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67340 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 67340 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26559 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 26559 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2690853 | Total |
| Program Services | 1860853 | ProgramServices |
| Management And General | 797957 | ManagementAndGeneral |
| Fundraising | 32043 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40982 | Total |
| Program Services | 16078 | ProgramServices |
| Management And General | 18870 | ManagementAndGeneral |
| Fundraising | 6034 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3477446 | Total |
| Program Services | 2387607 | ProgramServices |
| Management And General | 1060154 | ManagementAndGeneral |
| Fundraising | 29685 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 966690 | Total |
| Program Services | 483345 | ProgramServices |
| Management And General | 483345 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8454138 | Total |
| Program Services | 5593677 | ProgramServices |
| Management And General | 2860342 | ManagementAndGeneral |
| Fundraising | 119 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761955 | Total |
| Program Services | 624030 | ProgramServices |
| Management And General | 103918 | ManagementAndGeneral |
| Fundraising | 34007 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77184 | Total |
| Program Services | 46790 | ProgramServices |
| Management And General | 28440 | ManagementAndGeneral |
| Fundraising | 1954 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1918884 | Total |
| Program Services | 1918884 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4340509 | Total |
| Program Services | 4340509 | ProgramServices |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197651 | Total |
| Program Services | 197651 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bad Debt | 1952182 | 1952182 | 0 | 0 |
| Scholarships | 1614434 | 1614434 | 0 | 0 |
| Miscellaneous | 294819 | 226926 | 0 | 67893 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60132540 | Total |
| Program Services | 46733459 | ProgramServices |
| Management And General | 12612623 | ManagementAndGeneral |
| Fundraising | 786458 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15344724 | BOY |
| EOY | 20650996 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1914348 | BOY |
| EOY | 2250360 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221038 | BOY |
| EOY | 720779 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257518 | BOY |
| EOY | 1284012 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156300 | BOY |
| EOY | 188956 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296226 | BOY |
| EOY | 4689 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 224560081 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47559507 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116457887 | BOY |
| EOY | 177000574 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19451758 | BOY |
| EOY | 21749656 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2764360 | BOY |
| EOY | 2772296 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3715738 | BOY |
| EOY | 3978173 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161580118 | BOY |
| EOY | 230600491 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6144041 | BOY |
| EOY | 6859163 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433995 | BOY |
| EOY | 153413 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29193106 | BOY |
| EOY | 28794287 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540644 | BOY |
| EOY | 114182 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12114569 | BOY |
| EOY | 11697471 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48426355 | BOY |
| EOY | 47618516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43751034 | BOY |
| EOY | 54314266 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57043123 | BOY |
| EOY | 115743921 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12359606 | BOY |
| EOY | 12923788 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113153763 | BOY |
| EOY | 182981975 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161580118 | BOY |
| EOY | 230600491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $26,559 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 26559 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The University's lobbying activities are solely directed to protecting its State assistance money which is determined by legislative acts. As a State Related institution, the University receives a substantial portion of its operating and capital funds from the State. These funds are allocated to the University by specific legislation. All if the University's lobbying expenses are for activities concerning that legislation only. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26670985 | BeginningOfYearBalance |
| Contributions | 258086 | Contributions |
| Investment Earnings Or Losses | 2876286 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 551000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 61931 | AdministrativeExpenses |
| End Of Year Balance | 29192426 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31901542 | BeginningOfYearBalance |
| Contributions | 249873 | Contributions |
| Investment Earnings Or Losses | -4869224 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 555000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 56206 | AdministrativeExpenses |
| End Of Year Balance | 26670985 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.018 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.556 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.426 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 906161 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 906161 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 206497603 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 37065417 | Depreciation |
| Book Value | 169432186 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17022083 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 10494090 | Depreciation |
| Book Value | 6527993 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 134234 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 134234 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 177000574 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Pooled investment funds with outside investment manager | Description |
| Book Value | 21749656 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21749656 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment Restricted for Debt Service | Description |
| Book Value | 2772296 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 2772296 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Funds Held in Trust by Others | 2842970 |
| Bond Issuance Costs | 1135203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3978173 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Bonds Payable 2004B | $7,885,000 |
| Asset Retirement obligation | $1,585,000 |
| Government advances to students | $1,170,374 |
| Security deposits | $1,057,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11697471 | TotalOfAmounts |
| Total Revenue | 65094358 | TotalRevenue |
| Total Expenses | 60132540 | TotalExpenses |
| Excess Or Deficit For Year | 4961818 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2543765 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $62,322,629 | OtherAmount |
| Total Adjustments | 64866394 | TotalAdjustments |
| Excess Or Deficit Per FS | 69828212 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 133838595 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2543765 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 66200472 | OtherRevenues |
| Revenue Not Rptd F990 | 68744237 | RevenueNotRptdF990 |
| Revenue Subtotal | 65094358 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 65094358 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 61466618 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1334078 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1334078 | ExpensesNotRptdF990 |
| Expenses Subtotal | 60132540 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 60132540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Primarily scholarships for undergraduate students attending the University. |
| SchD_P10_S00_L00 | Schedule D, Part X | Tax exempt bonds payable per Schedule K; Asset retirement obligations for the University's financial statement asbestos abatement cost; Government advances for student loans per the Univeristy's financial statements; and security deposits on student housing per the University's financial statements. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | State contributed for capital projects - 66,200,472. Depreciation of State contributed assets - 3,877,843. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | State Contributed for capital projects - 66,200,472 |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Realized and unrealized gains from investments - 2,543,765. Depreciation of State contributed assets - 3,877,843. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | The University's racial nondiscriminatory policy is publicized in the student handbook and is highlighted in its media advertisements. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | As a state-related university, the organization receives legislated direct financial assistance from the commonwealth of Pennsylvania. In addition, the University's students receive state and federal aid that is paid to the University for tuition and related expenses. Student financial aid is in the form of federal Pell, SEOG, ACG and other grants, Commonwealth grants and various federal loans. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
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 |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR IVORY V NELSON | NamePerson |
| Base Compensation Filing Org | 250908 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 98691 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 349599 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The President is required by contract to reside on campus. The President's residence is also used for various University and Board of Trustee functions. The University provides for premises housekeeping and maintenance. University policy allows for very limited travel expenses for companions. All Presidential travel and other expenses are reviewed yearly by the Audit Committee of the Board of Trustees. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Employment of the President is initiated by the Board of Trustees. The Evaluation Committee of the Board reviews the President's performance and compensation and reports to the full Board. The Committee recommends any adjustment to the President's compensation through a Resolution that the full Board discusses and votes on. All Board Resolutions are public information and are posted on the University's web page. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pennsylvania Economic Development Financing Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 70869PDP9 | CUSIPNumber |
| Date Issued | 2004-06-10 | DateIssued |
| Issue Price | 40140000 | IssuePrice |
| Description Of Purpose | Construct/equip 400 bed residence hall, oth cap projects, pay capital interest & debt issuance exp | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 0 | TotalProceeds |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The Commonwealth of Pennsylvania appoints the following voting Board members: the Governor appoints five members including him or herself; the Senate appoints four members and the House of Representatives appoints four members. The University Alumni Association also nominates six Board members. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The Form 990 is provided to the Audit Committee of the Board before it is transmitted to the IRS. The Form 990 is also made available to all Board members at the next scheduled board meeting and the Form 990 is posted on the University's website. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Audit Committee monitors and tracks compliance with the University's By-Laws Conflict of Interest Statement. The issuance and collecting of the yearly statements is coordinated through the University's Internal Audit Department which reports to the Committee. The chair of the board and the chair of the Audit Committee are provided with copies of all statements. Enforcement of policy and oversight of any reported conflicts are adjudicated by the two chairs. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Board sets and approves the President's compensation (see statement 10). All other employees' compensation is administered by University's Human Resources Department through the University's budget process. The Board and various Board Committees are provided the University's yearly Operating and Capital budget details, which are reviewed and approved by a Board Resolution. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The University posts the following governing documents on its public web page: University By-Laws, University Policies, all passed Board of Trustees Resolutions, Board of Trustees meeting minutes, a listing of Board members and committee assignments, a listing of the twenty five highest paid employees, the Minutes of the President's cabinet meetings, and the University's Form 990. |