MERCYHURST UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MERCYHURST UNIVERSITY (EIN 25-0965430)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-02-24
- IRS object ID
- 202520559349301757
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-24T14:47:35-07:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCYHURST UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 8148242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael E Heller | PersonNm |
| Person Title | Vice President of Finance and Admin | PersonTitleTxt |
| Phone | 8148242032 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Heller | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $164,825,030 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mercyhurst.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Mercyhurst University is a fully accredited, four-year, Catholic comprehensive institution founded by the Sisters of Mercy in 1926. The Erie (Pa.) campus offers sixty-one (61) undergraduate majors with seventy (70) minors, as well as unique adult programs and thirteen (13) graduate programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1677 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $71,780 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,080 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,961,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,333,921 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,164,278 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $124,667,648 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,958,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,506,445 | CYInvestmentIncomeAmt |
| PY Other Revenue | $252,784 | PYOtherRevenueAmt |
| CY Other Revenue | $350,749 | CYOtherRevenueAmt |
| PY Total Revenue | $149,337,359 | PYTotalRevenueAmt |
| CY Total Revenue | $146,858,763 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,923,743 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,919,737 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,680,708 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,447,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,132,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,935,497 | PYOtherExpensesAmt |
| CY Other Expenses | $59,665,272 | CYOtherExpensesAmt |
| PY Total Expenses | $151,539,948 | PYTotalExpensesAmt |
| CY Total Expenses | $155,032,916 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,202,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,174,153 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $168,302,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,603,499 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $68,210,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,426,690 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,091,855 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,176,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Consistent with its Catholic identity and Mercy heritage, Mercyhurst University educates men and women in a culture where faith and reason flourish together, where the beauty and power of the liberal arts combine with an appreciation for the dignity of work and a commitment to serving others. Confident in the strength of its student-faculty bonds, the university community is inspired by the image of students whose choices, in life and work, will enable them to realize the human and spiritual values embedded in everyday realities and to exercise leadership in service toward a just world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $65,602,661 | ExpenseAmt |
| Grant | $48,381,532 | GrantAmt |
| Revenue | $97,707,960 | RevenueAmt |
| Desc | At the fall census date during the 2023-24 academic year there were 2668 students enrolled in undergraduate, graduate, and associate degree programs at the campus. The student population was comprised of 2129 full-time and 163 part-time undergraduate students along with 273 full-time and 103 part-time graduate students. There were 131 full-time and 99 part-time faculty. During the academic year, 769 total degrees were conferred in the following categories: Baccalaureate 474, Associate 66, Masters 180, UG certificates 40 and Grad certificates 9. The University offered 13 graduate programs, 61 undergraduate majors with 70 minors, and 8 associate degree programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,104,251 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,773,006 | RevenueAmt |
| Desc | Auxiliary services includes student housing, foodservice, the University bookstore and the University's conference center on the Main campus. The total student population in University housing on the Main campus was 1,627 for the 2023-24 fiscal year. 1,593 students at the Main campus had paid meal plans while many other students and employees dine in University facilities on a pay-as-you-go basis. The University maintains a bookstore on the Main campus. The University has a conference center facility at the Main campus and regularly hosts outside groups and organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,414,610 | ExpenseAmt |
| Grant | $10,528,452 | GrantAmt |
| Revenue | $393,411 | RevenueAmt |
| Desc | Athletic expenses include all expenses for athletic and club sports including but not limited to salaries and wages, travel and living, game expenses, meetings and events, vehicle leases, recruitment and financial aid. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,153,784 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,793,271 | RevenueAmt |
| Desc | See Schedule O, Statement 2 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,153,784 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,793,271 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $144,275,306 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 219 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1677 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael E Heller | PersonNm |
| Phone | 8148242390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 East 38th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165460002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Getz Kathleen A | ||||||||||
| President and Board of Trustees | 45 | 0 | Yes (X) | Yes (X) | $369,814 | $0 | $35,661 | |||
| Martin John J | ||||||||||
| CVC HIDTA Executive Director | 45 | 0 | $210,783 | $0 | $7,554 | Yes (X) | ||||
| Newhook Robin L | ||||||||||
| Associate Professor of PA Program | 45 | 0 | $135,024 | $0 | $64,334 | Yes (X) | ||||
| Heller Michael E | ||||||||||
| Vice President of Finance | 45 | 0 | Yes (X) | $163,585 | $0 | $29,466 | ||||
| Hartman Gary | ||||||||||
| Deputy Director of HIDTA | 45 | 0 | $191,551 | $0 | $0 | Yes (X) | ||||
| Ferry Steven J | ||||||||||
| Central Valley HIDTA Program Manager | 45 | 0 | $170,510 | $0 | $6,548 | Yes (X) | ||||
| Burniston Amy | ||||||||||
| Associate Professor of Education | 45 | 0 | $165,007 | $0 | $3,447 | Yes (X) | ||||
| Zirkle Laura M | ||||||||||
| Vice President of Student Life | 45 | 0 | $131,971 | $0 | $30,906 | Yes (X) | ||||
| McCrimmon Samuel | ||||||||||
| VP of Advancement | 45 | 0 | $147,429 | $0 | $8,964 | Yes (X) | ||||
| Britt Jeanette | ||||||||||
| VP for Technology and CIO | 45 | 0 | Yes (X) | $134,213 | $0 | $15,770 | ||||
| Kelsey Jane M | ||||||||||
| Assistant VP for Finance/Treasurer | 45 | 0 | Yes (X) | $119,445 | $0 | $15,325 | ||||
| Baker Gregory J | ||||||||||
| VP for Mission Integration/Secretary | 45.00 | 0 | Yes (X) | $101,771 | $0 | $8,747 | ||||
| Breckenridge James G | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Cipriani Dario | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Courneen Sister JoAnne K | ||||||||||
| Vice Chair of the Board & Interim Co-Chair of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Deeb Bassam | ||||||||||
| Board of Trustees | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Durkin Rosemary D | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Fiedler Stephen J | ||||||||||
| Vice Chair of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gibson Ryan | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffress Andrea T | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kern B Scott | ||||||||||
| Vice Chair of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kubiak Lev J | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Langer John H | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Martin-Stewart Jamie | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| McAndrew Marc | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| NeCastro Joseph G | ||||||||||
| Chair of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Pietraszek Margaret M | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Salvia Mark J | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Saxon John W | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Schaaf Mary E | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Spadofor Christine J | ||||||||||
| Treasurer of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Wenig Barbara P | ||||||||||
| Secretary of the Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Weschler Patrick J | ||||||||||
| Board of Trustees | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,041,103 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $226,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Parkhurst Dining Services | |||||
| 285 E Waterfront Drive | Homestead | PA | 15120 | Dining Services | $8,514,375 |
| Aramark Corporation | |||||
| PO Box 978839 | Dallas | TX | 753977883 | Maintenance | $5,282,753 |
| Velocity Network | |||||
| 121 West 10th Street | Erie | PA | 16504 | Managed IT Services | $551,608 |
| Scobell Company Inc | |||||
| 1356 East 12th Street | Erie | PA | 16503 | Repairs and Maintenance | $512,060 |
| Ellucian | |||||
| 62578 Collections Center Drive | Chicago | IL | 60693 | Software and Services | $383,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $12,338 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $16,824,947 | GovernmentGrantsAmt |
| All Other Contributions | $2,496,636 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $19,333,921 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | $97,707,960 | $97,707,960 | $0 | $0 |
| Auxiliary Services | 611310 | $22,773,006 | $22,773,006 | $0 | $0 |
| Other Educational Related | 611310 | $1,521,371 | $1,521,371 | $0 | $0 |
| Government Grants & Contracts | 611310 | $1,506,270 | $1,506,270 | $0 | $0 |
| Athletics | 611310 | $393,411 | $393,411 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $765,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $726,930 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $124,667,648 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,661,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,661,013 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,073 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $380,169 | RealAmt |
| Personal | $100,375 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,219 | RealAmt |
| Personal | $359,793 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $343,950 | RealAmt |
| Personal | -$259,418 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,080 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,452 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,950,966 | SecuritiesAmt |
| Other | $375,962 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,351,856 | SecuritiesAmt |
| Other | $129,640 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $599,110 | SecuritiesAmt |
| Other | $246,322 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $845,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $845,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $342,903 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,338 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,759 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,144 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $254,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,858,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,628,948 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,780 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,824,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753 | TotalAmt |
| Program Services | $9,753 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,909,984 | TotalAmt |
| Program Services | $58,909,984 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,981 | TotalAmt |
| Program Services | $42,533 | ProgramServicesAmt |
| Management And General | $954,381 | ManagementAndGeneralAmt |
| Fundraising | $85,067 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,883,343 | TotalAmt |
| Program Services | $23,057,481 | ProgramServicesAmt |
| Management And General | $2,533,785 | ManagementAndGeneralAmt |
| Fundraising | $292,077 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,998 | TotalAmt |
| Program Services | $386,883 | ProgramServicesAmt |
| Management And General | $55,079 | ManagementAndGeneralAmt |
| Fundraising | $7,036 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,230,165 | TotalAmt |
| Program Services | $6,229,925 | ProgramServicesAmt |
| Management And General | $886,937 | ManagementAndGeneralAmt |
| Fundraising | $113,303 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,803,420 | TotalAmt |
| Program Services | $1,587,484 | ProgramServicesAmt |
| Management And General | $212,604 | ManagementAndGeneralAmt |
| Fundraising | $3,332 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,488 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $256,488 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,180 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $123,180 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,595 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22,595 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,770,370 | TotalAmt |
| Program Services | $16,435,564 | ProgramServicesAmt |
| Management And General | $1,062,223 | ManagementAndGeneralAmt |
| Fundraising | $272,583 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,795 | TotalAmt |
| Program Services | $98,171 | ProgramServicesAmt |
| Management And General | $449,863 | ManagementAndGeneralAmt |
| Fundraising | $9,761 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,801,494 | TotalAmt |
| Program Services | $4,297,044 | ProgramServicesAmt |
| Management And General | $434,264 | ManagementAndGeneralAmt |
| Fundraising | $70,186 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,662,661 | TotalAmt |
| Program Services | $3,007,379 | ProgramServicesAmt |
| Management And General | $612,755 | ManagementAndGeneralAmt |
| Fundraising | $42,527 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,998,771 | TotalAmt |
| Program Services | $5,129,678 | ProgramServicesAmt |
| Management And General | $775,800 | ManagementAndGeneralAmt |
| Fundraising | $93,293 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,211,220 | TotalAmt |
| Program Services | $2,095,386 | ProgramServicesAmt |
| Management And General | $87,297 | ManagementAndGeneralAmt |
| Fundraising | $28,537 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,101 | TotalAmt |
| Program Services | $698,793 | ProgramServicesAmt |
| Management And General | $145,617 | ManagementAndGeneralAmt |
| Fundraising | $114,691 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,448,009 | TotalAmt |
| Program Services | $3,448,009 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,138,188 | TotalAmt |
| Program Services | $6,138,188 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,375 | TotalAmt |
| Program Services | $121,021 | ProgramServicesAmt |
| Management And General | $939,354 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Cost of Sales - Dining, Bookstore & production | $8,936,419 | $8,936,419 | $0 | $0 |
| D1 Transition Costs | $2,451,500 | $2,451,500 | $0 | $0 |
| Athletic Team Expenses | $454,140 | $454,140 | $0 | $0 |
| Bad Debts, Write-offs, and Collections | $143,070 | $143,070 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,896 | TotalAmt |
| Program Services | $596,901 | ProgramServicesAmt |
| Management And General | $72,995 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,032,916 | TotalAmt |
| Program Services | $144,275,306 | ProgramServicesAmt |
| Management And General | $9,625,217 | ManagementAndGeneralAmt |
| Fundraising | $1,132,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,249,909 | BOYAmt |
| EOY | $11,809,175 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,887,502 | BOYAmt |
| EOY | $482,784 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,598 | BOYAmt |
| EOY | $4,344,954 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,826 | BOYAmt |
| EOY | $435,724 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,424 | BOYAmt |
| EOY | $286,699 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,559 | BOYAmt |
| EOY | $1,145,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $205,798,585 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,816,203 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,031,328 | BOYAmt |
| EOY | $102,982,382 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,439,392 | BOYAmt |
| EOY | $36,421,142 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,934,961 | BOYAmt |
| EOY | $3,695,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,302,499 | BOYAmt |
| EOY | $161,603,499 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,584,448 | BOYAmt |
| EOY | $8,169,602 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,614,300 | BOYAmt |
| EOY | $3,564,140 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,992,164 | BOYAmt |
| EOY | $42,185,151 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,097,396 | BOYAmt |
| EOY | $7,012,869 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,922,336 | BOYAmt |
| EOY | $4,494,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,210,644 | BOYAmt |
| EOY | $65,426,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,050,468 | BOYAmt |
| EOY | $66,207,318 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,041,387 | BOYAmt |
| EOY | $29,969,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,091,855 | BOYAmt |
| EOY | $96,176,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,302,499 | BOYAmt |
| EOY | $161,603,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,174,153 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,259,107 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 17 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,423,196 | BeginningYearBalanceAmt |
| Contributions | $143,264 | ContributionsAmt |
| Investment Earnings Or Losses | $5,301,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,454,474 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,575,437 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $32,838,023 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,559,382 | BeginningYearBalanceAmt |
| Contributions | $333,248 | ContributionsAmt |
| Investment Earnings Or Losses | -$56,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,413,097 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $33,423,196 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,484,278 | BeginningYearBalanceAmt |
| Contributions | $1,176,627 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,790,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,311,086 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $34,559,382 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,409,331 | BeginningYearBalanceAmt |
| Contributions | $494,041 | ContributionsAmt |
| Investment Earnings Or Losses | $8,870,107 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,286,201 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $38,487,278 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,554,130 | BeginningYearBalanceAmt |
| Contributions | $1,395,135 | ContributionsAmt |
| Investment Earnings Or Losses | -$206,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,333,848 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $30,409,331 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.192 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.645 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.163 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,822,247 | OtherCostOrOtherBasisAmt |
| Book Value | $1,822,247 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $145,637,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,844,610 | DepreciationAmt |
| Book Value | $79,793,387 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $39,441,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,114,510 | DepreciationAmt |
| Book Value | $7,327,445 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,896,386 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,857,083 | DepreciationAmt |
| Book Value | $14,039,303 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $102,982,382 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating Lease Liability | $3,624,992 |
| Federal Government Advance for Student Loans | $522,418 |
| Student Deposits | $323,469 |
| Student Aid - Other Sources | $24,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,494,928 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,409,450 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,259,107 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$5,778,166 | OtherRevenueAmt |
| Revenue Not Reported | -$1,519,059 | RevenueNotReportedAmt |
| Revenue Subtotal | $87,928,509 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,270 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $58,909,984 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $58,930,254 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $146,858,763 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,324,496 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | -$5,778,166 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$5,778,166 | ExpensesNotReportedAmt |
| Expenses Subtotal | $96,102,662 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,270 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $58,909,984 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $58,930,254 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $155,032,916 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 | The University does not derive any revenue from this agreement beyond the original $1 it received in entering into the agreement. As stated in question 7 above, there are no expenses exclusively or directly related to the easement agreement. Being that the 16.89 acres of the easement was part of the land purchased by the University, the fair market value of the easement is included on the University's books and financial statements as property, plant, and equipment. There is not a separate footnote in the University's financial statements addressing the easement agreement. |
| Schedule D, Part III, Line 1 | Collections of works of art, historical treasures and similar assets are not capitalized in as much as the items are preserved and cared for continuously. Contributions of collection items are not reported in the financial statements. The University's collections consist primarily of paintings, sculptures, and other works of art, books, and antique furniture. |
| Schedule D, Part III, Line 4 | The observance and study of works of art and historical treasures are part of the educational curriculum in many disciplines. The University maintains a collection to further and enhance the educational experience in these disciplines, which is the primary reason for the University's exempt purpose. |
| Schedule D, Part V, Line 4 | The University's endowment consists of individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (board-designated endowment funds). Many of the individual funds established provide scholarships to students. Several other endowments support academic programs, the library, the performing arts center and other areas of the University. |
| Schedule D, Part X, Line 2 | The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the University's tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and asset or liability in the current year. For the year ended May 31, 2024, management has determined there are no uncertain tax positions. |
| Schedule D, Part XI, Line 2d | This line includes various items that are recorded as part of net revenues on 990 Part VIII: Loss on Disposition of Assets ($246,322), Rental Expenses $396,012, Fundraising Expenses $88,759, and intercompany eliminations entries for Endowment ($5,772,038). |
| Schedule D, Part XI, Line 4b | Financial assistance awarded to students of the institution which is recorded as contra-revenue in the audited financial statements is $58,909,984. |
| Schedule D, Part XII, Line 2d | This line includes various items that are recorded as part of net revenues on 990 Part VIII; Loss on Disposition of Assets ($246,322), Rental Expenses $396,012, Fundraising Expenses $88,759, and intercompany elimination entries for Endowment ($5,772,038). |
| Schedule D, Part XII, Line 4b | Financial assistance awarded to students of the institution which is recorded as contra-revenue in the audited financial statements is $58,909,984. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University's practice is to fully disclose our nondiscrimination policy in the course catalog and on the University's public website. |
| Schedule E, Part I, Line 6 | The University receives an Institutional Assistance Grant from the Pennsylvania Higher Education Assistance Agency (PHEAA). This aid is determined by the number of Pennsylvania state grant recipients enrolled at the University during the current academic year. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,768,774 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $4,768,774 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Athletics Golf Outings | Event1Nm |
| Gross Receipts Event1 | $88,589 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,003 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $81,586 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $6,611 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,935 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $772 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $458 | OtherDirectExpensesEvent1Amt |
| Event2 | Athletics Popcorn Sale | Event2Nm |
| Gross Receipts Event2 | $32,296 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,553 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,743 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 91 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $251,450 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $19,876 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $231,574 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $659 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,809 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $58,515 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $372,335 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $29,432 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $342,903 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,611 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,935 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,431 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,809 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,973 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,759 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $254,144 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | University funded financial assistance based on need and merit provided to students attending Mercyhurst University. | GrantTypeTxt |
| Recipient | 2646 | RecipientCnt |
| Cash Grant | $58,909,984 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Most students receiving need-based financial aid from the University must complete an annual Free Application for Federal Student Aid (FAFSA) form and make satisfactory academic progress in order to retain their aid. Reviews are also conducted on each student to ensure that their grades, academic standing, and major continue to qualify them for the financial aid. These review processes are conducted annually at the end of the University's spring term, prior to the renewal of financial aid packages for the students. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Burniston Amy | ||||||||||||||
| Associate Professor of Education | $165,007 | $0 | $0 | $0 | $0 | $0 | $2,667 | $0 | $780 | $0 | $168,454 | $0 | $0 | $0 |
| Ferry Steven J | ||||||||||||||
| Central Valley HIDTA Program Manager | $170,510 | $0 | $0 | $0 | $0 | $0 | $6,548 | $0 | $0 | $0 | $177,058 | $0 | $0 | $0 |
| Getz Kathleen A | ||||||||||||||
| President and Board of Trustees | $368,794 | $0 | $0 | $0 | $1,020 | $0 | $14,690 | $0 | $20,971 | $0 | $405,475 | $0 | $0 | $0 |
| Hartman Gary | ||||||||||||||
| Deputy Director of HIDTA | $191,551 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191,551 | $0 | $0 | $0 |
| Heller Michael E | ||||||||||||||
| Vice President of Finance | $163,585 | $0 | $0 | $0 | $0 | $0 | $6,696 | $0 | $22,770 | $0 | $193,051 | $0 | $0 | $0 |
| Martin John J | ||||||||||||||
| CVC HIDTA Executive Director | $210,783 | $0 | $0 | $0 | $0 | $0 | $7,554 | $0 | $0 | $0 | $218,337 | $0 | $0 | $0 |
| McCrimmon Samuel | ||||||||||||||
| VP of Advancement | $147,429 | $0 | $0 | $0 | $0 | $0 | $5,914 | $0 | $3,050 | $0 | $156,393 | $0 | $0 | $0 |
| Newhook Robin L | ||||||||||||||
| Associate Professor of PA Program | $135,024 | $0 | $0 | $0 | $0 | $0 | $4,262 | $0 | $60,072 | $0 | $199,358 | $0 | $0 | $0 |
| Zirkle Laura M | ||||||||||||||
| Vice President of Student Life | $131,971 | $0 | $0 | $0 | $0 | $0 | $6,886 | $0 | $24,020 | $0 | $162,877 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The President is permitted to fly first class while certain other VPs are permitted if the trip is either cross country or international in nature. The University did not use any charter travel during the reporting period. Social Club Dues - The President, as part of her contract, and certain other VPs received social club memberships. This benefit was considered taxable and taxed accordingly. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| 2016 Series CEHEBA | ||||||||
| A | 251536711 | 295435CD1 | 2016-12-01 | $25,618,931 | See Part VI | Yes (1) | 0 | 0 |
| 2017 Series CEHEBA | ||||||||
| B | 251536711 | 295435CE9 | 2017-07-01 | $30,485,977 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,510,000 | $2,255,000 | $25,878,235 | $1,258,948 | $0 | $0 | $339,088 | $0 | $0 | $0 | $0 | $0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $635,000 | $0 | $31,144,797 | $2,821,335 | $0 | $0 | $609,708 | $0 | $0 | $24,498,146 | $0 | $0 | 0 | 0 | Yes (1) | Yes (1) | 2018 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-12/01/2016 25,618,931 2016 Series CEHEBA | On December 1, 2016, the University issued University Revenue Refunding Bonds through the City of Erie Higher Education Building Authority (Authority). The 2016 Bond proceeds were used to finance a project consisting of (a) current refunding of all of the 2004 Series A and B Bonds; (b) the advance refunding of all of the 2008 Bonds; (c) the funding of a debt service reserve fund; and (d) the financing of the costs relating to the issuance of the 2016 Bonds. |
| Schedule K, Part I, Column f-07/01/2017 30,485,977 2017 Series CEHEBA | On July 1, 2017, Mercyhurst Student Housing, LLC, a Pennsylvania limited liability company, issued $31,435,000 Revenue Bonds through the Authority. The 2017 Bond proceeds were used to finance a project consisting of (a) financing all or a part of the costs of acquiring, developing, constructing, furnishing, and equipping an approximately 148,000 square foot residence hall comprising approximately ninety (90) suites containing approximately 350 beds, and related student facilities, on approximately four acres of land owned by and on the Erie campus of the University, (b) funding capitalized interest, (c) funding a debt service reserve fund, and (d) pay all or a portion of the cost of issuance of the Series 2017 Bonds. |
| Schedule K, Part II, Line 3-12/01/2016 25,618,931 2016 Series CEHEBA | The difference between Part II, Line 3, A and Part I, A, column e is cumulative interest earnings on the bond trust accounts for the Fiscal Year ending May 31, 2024. |
| Schedule K, Part II, Line 3-07/01/2017 30,485,977 2017 Series CEHEBA | The difference between Part II, Line 3, B and Part I, B, column e is cumulative interest earnings, net of expenses on the bond trust accounts for the Fiscal Year ending May 31, 2024. |
| Schedule K, Part IV, Line 2c-12/01/2016 25,618,931 2016 Series CEHEBA | 12/01/2016 - $25,618,931 - 2016 Series - The date that the rebate computation was performed December 1, 2016 to May 31, 2021. As of the interim computation date of May 31, 2021, the report indicated that there was no rebate liability. The first IRS five-year computational due date is 12/01/2021 for the 2016 Series Bonds. |
| Schedule K, Part IV, Line 2c-07/01/2017 30,485,977 2017 Series CEHEBA | 7/01/2017 - $30,485,977 - 2017 Series - The date that the rebate computation was performed July 7, 2017 to May 31, 2021. As of the interim computation date of May 31, 2021, the report indicated that there was no rebate liability. The first IRS five-year computational due date is 7/01/2022 for the 2017 Series Bonds. |
| Schedule K, Part IV, Line 6-12/01/2016 25,618,931 2016 Series CEHEBA | Part of the 2016 Series Bond Issue was an advanced refunding of the 2008 Series Bonds, which were placed in a yield restricted escrow fund, until the call date of September 15, 2018. A final rebate computation was performed through the call date of September 15, 2018, which indicated no cumulative rebate liability as of the September 15, 2018 Final Rebate Computation Date. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Jack Langer Heating and Plumbing | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee John H Langer is the owner of H Jack Langer Haeting and Plumbing | RelationshipDescriptionTxt |
| Transaction | $143,730 | TransactionAmt |
| Transaction | Heating and Plumbing Services | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III | Schedule O contains a response and the box at the top of page 2 should be checked. |
| Form 990, Part VI, Section A, Line 2 | Joseph G Necastro (Trustee) has a family relationship with Mark J Salvia (Trustee). |
| Form 990, Part VI, Section B, Line 11b | The form 990 for Mercyhurst University for the current fiscal year was reviewed in detail by the Vice President for Finance, and by an independent accounting firm prior to filing with the IRS. In addition to management's review of the Form 990, the Board of Trustees authorized the Audit Committee of the Board to review and approve the final Form 990, including all required schedules, prior to the filing of the return with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Mercyhurst University has a written Conflict of Interest Policy. All Trustees and members of the President's Cabinet are required to disclose to the Board of Trustees any possible conflict of interest at the earliest practical time. Further, the Trustee shall abstain from the discussion of, and abstain from voting on, such matters under consideration by the Board of Trustees or its committees. Each Trustee and member of the President's Cabinet shall complete and sign by the Spring Board meeting each year a conflict of interest disclosure form provided annually by the Secretary of the Board of Trustees. The annual conflict of interest disclosure forms are reviewed first by the Chair of the Board of Trustees, who also serves as Chair of the Executive Committee and by the full Executive Committee of the Board of Trustees typically at its Fall meeting. Copies of the annual conflict of interest disclosure forms are provided to the Executive Committee of the Board of Trustees, the Chair of the Board of Trustees, The Secretary of the Board of Trustees, the Chair of the Committee of the Audit, the external audit firm, and the President of the University. |
| Form 990, Part VI, Section B, Line 15 | The Mercyhurst Board of Trustees follows the recommendation of the Association of Governing Boards of Colleges and Universities among other leading authorities in our industry when dealing with presidential compensation and therefore, adheres to best practices established. The process/policy for setting presidential compensation at Mercyhurst University is the following. At Mercyhurst University, The Committee on Compensation of the Board of Trustees is responsible for the compensation-setting function of the President. The committee consists of no fewer than three trustees appointed by the chair of the board, who will also name a chair and vice chair. These trustees must be independent, without a conflict of interest as it relates to this area and may not have been employed by Mercyhurst University in the last five years. No member may be an executive of Mercyhurst University. Continuously throughout the year, the Committee on Compensation evaluates the President's performance for the fiscal year-end and conducts a formal review at least once a year. The committee reviews the president's performance in light of the university's goals and objectives. In addition, the committee reviews the President's compensation to ensure that his/her compensation complies with rules governing tax-exempt universities described in the Internal Revenue Code, complies with compensation rules and regulations promulgated by any other regulatory agency or legislative authority, and aligns appropriately with compensation levels at comparable universities. They use this review as the basis for recommendations on the president's compensation. The committee negotiates the terms of the (new or renewed) president's contract and increases in compensation level, elements of the compensation package, and structure. The recommendation is then presented for approval of the full board. At this time, the committee also requests the President to provide a list of goals and objectives for the institution and for the office of the president for the forthcoming year. This document provides the baseline used in evaluating the performance of the President. This request is followed up by a request of the Committee on Compensation to the President to prepare a report that assesses progress on each on the annual and standing objectives presented in the report. |
| Form 990, Part VI, Section C, Line 19 | Mercyhurst University's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| Form 990, Part IX, Line 11g | $3,700,930 of the expenses for other services are related to the maintenance contract with Aramark. $11,150,271 is related to contract service for Grants and Institutes. The remaining $2,919,169 is related to general contract services for the University. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| Mercyhurst Student Housing LLC | |||||||||
| 501 East 38th Street | Erie | PA | 165460002 | 821588242 | Student Housing | PA | $2,441,124 | $30,160,031 | N/A |
| WB HIDTA LLC | |||||||||
| 501 East 38th Street | Erie | PA | 165460002 | 821368498 | Assist Enforcement in High Drug Trafficking Areas | PA | $0 | $0 | N/A |
| Atlanta Carolinas HIDTA LLC | |||||||||
| 501 East 38th Street | Erie | PA | 165460002 | 364910504 | Assist Enforcement in High Drug Trafficking Areas | PA | $0 | $0 | N/A |
| CVC HIDTA LLC | |||||||||
| 501 East 38th Street | Erie | PA | 165460002 | 371980682 | Assist Enforcement in High Drug Trafficking Areas | PA | $0 | $0 | N/A |