CORPORATION OF HAVERFORD COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CORPORATION OF HAVERFORD COLLEGE (EIN 23-6002304)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202611329349303031
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T10:39:20-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236002304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATION OF HAVERFORD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORPBusinessNameControlTxt
Phone6108961223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICO WASHINGTONPersonNm
Person TitleVP ADMIN/FINANCEPersonTitleTxt
Phone6108961223PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6178075000PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HAVERFORD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerWENDY E RAYMONDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$215,226,831GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HAVERFORD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionLEADING LIBERAL ARTS COLLEGE KNOWN FOR: ACADEMIC RIGOR, HONOR CODE & A BEAUTIFUL ARBORETUM CAMPUSActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee2023TotalEmployeeCnt
Total Volunteers490TotalVolunteersCnt
Total Gross UBI-$990,894TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$92,178NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,048,537PYContributionsGrantsAmt
CY Contributions Grants$27,274,250CYContributionsGrantsAmt
PY Program Service Revenue$124,067,909PYProgramServiceRevenueAmt
CY Program Service Revenue$130,771,944CYProgramServiceRevenueAmt
PY Investment Income$36,817,617PYInvestmentIncomeAmt
CY Investment Income$54,284,778CYInvestmentIncomeAmt
PY Other Revenue$95,038PYOtherRevenueAmt
CY Other Revenue$156,309CYOtherRevenueAmt
PY Total Revenue$205,029,101PYTotalRevenueAmt
CY Total Revenue$212,487,281CYTotalRevenueAmt
PY Grants And Similar Paid$42,709,298PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$44,617,892CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$74,894,507PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$80,049,876CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$133,100PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$94,975CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,835,891CYTotalFundraisingExpenseAmt
PY Other Expenses$53,601,963PYOtherExpensesAmt
CY Other Expenses$55,983,556CYOtherExpensesAmt
PY Total Expenses$171,338,868PYTotalExpensesAmt
CY Total Expenses$180,746,299CYTotalExpensesAmt
PY Revenues Less Expenses$33,690,233PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,740,982CYRevenuesLessExpensesAmt
Total Assets BOY$962,846,855TotalAssetsBOYAmt
Total Assets EOY$1,013,785,824TotalAssetsEOYAmt
Total Liabilities BOY$157,367,810TotalLiabilitiesBOYAmt
Total Liabilities EOY$154,453,548TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$805,479,045NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$859,332,276NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHAVERFORD COLLEGE IS COMMITTED TO PROVIDING A LIBERAL ARTS EDUCATION IN THE BROADEST SENSE. THIS EDUCATION, BASED ON A RICH ACADEMIC CURRICULUM AT ITS CORE, IS DISTINGUISHED BY A COMMITMENT TO EXCELLENCE AND A CONCERN FOR INDIVIDUAL GROWTH. HAVERFORD HAS CHOSEN TO REMAIN SMALL AND FOSTER A CLOSE STUDENT/FACULTY RELATIONSHIP TO ACHIEVE THESE OBJECTIVES. THE COLLEGE'S RIGOROUS ACADEMIC PROGRAM IS FLEXIBLE IN FORM AND CONTENT TO MEET THE NEEDS OF INDIVIDUAL STUDENTS, AND RESTS ON THE ASSUMPTION THAT THE ABLE STUDENTS WHO COME HERE WILL USE THEIR CAPABILITIES FULLY. HAVERFORD'S FACULTY ARE NOTED FOR STRENGTH IN BOTH SCHOLARSHIP AND TEACHING, AND ITS MEMBERS EXPECT TO TRANSMIT TO STUDENTS THEIR ENTHUSIASM AND HIGH STANDARDS. THE FACULTY MEMBERS ARE TEACHING AT AN UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES BY CHOICE, AND THEY EXPECT TO LEARN, AS WELL AS TEACH, IN THE CLOSE RELATIONSHIP WITH UNDERGRADUATES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$106,284,306ExpenseAmt
Grant$44,617,892GrantAmt
Revenue$104,263,151RevenueAmt
DescTHE COLLEGE'S ACADEMIC RELATED EXPENDITURES INCLUDE INSTRUCTION (UNDERGRADUATE LIBERAL ARTS), ACADEMIC SUPPORT, FINANCIAL AID, AND RESEARCH. THESE EXPENSES SUPPORTED 1,489 STUDENT FTE AND 185.4 FACULTY FTE. THE COLLEGE CONFERRED 398 DEGREES IN 24/25. EXTERNAL INTERNSHIPS (OFF-CAMPUS) TOTALING $690,558 WERE AWARDED TO 240 STUDENTS. RESEARCH STIPENDS TOTALING $804,042 WERE AWARDED TO 284 STUDENTS. THE MAJORITY OF RESEARCH AWARDS ARE IN THE NATURAL SCIENCES. FEDERAL FUNDS SUPPORTED 35 SPONSORED PROJECTS. OTHER SUPPORT COMES FROM PRIVATE FOUNDATIONS, DONOR DESIGNATED FUNDS, AND INTERNALLY DESIGNATED (UNRESTRICTED) FUNDS. THE COLLEGE ALSO SPENT FUNDS ON FINANCIAL AID: HAVERFORD COLLEGE SCHOLARSHIPS TOTALING $42,756,935 WERE AWARDED TO 722 STUDENTS AND FSEOG AWARDS TOTALING $187,972 WERE RECEIVED BY 95 STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,838,573ExpenseAmt
Revenue$24,403,147RevenueAmt
DescAUXILIARY ENTERPRISES: DORMS, DINING CENTER, FACULTY HOUSING, AND CONFERENCE PROGRAMS. HAVERFORD IS A RESIDENTIAL INSTITUTION WHERE MOST OF THE STUDENT BODY LIVE ON CAMPUS AND ACTIVELY PARTICIPATE IN CAMPUS LIFE. THE DORMS HOUSED AN AVERAGE OF 1,357 STUDENTS, AN AVERAGE OF 899 STUDENTS WERE ON A FULL MEAL PLAN, AND AN AVERAGE OF 359 WERE ON PARTIAL MEAL PLANS. HAVERFORD PROVIDED 59 HOUSING UNITS FOR RENT TO THE FACULTY TO FOSTER EDUCATIONAL INTERACTION WITH STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,193,689ExpenseAmt
DescSTUDENT SERVICES: DEAN, REGISTRAR, COUNSELING, CAREER DEVELOPMENT, HEALTH SERVICES, ATHLETICS, DISABILITY SERVICES, AND OTHER MISCELLANEOUS SERVICES. WHILE THESE OFFICES SUPPORT STUDENT HEALTH, DEVELOPMENT, AND WELL-BEING IN DIFFERENT WAYS, THEY ALL SHARE AN APPROACH THAT IS BASED ON RESPECT FOR STUDENT CHOICES AND A FUNDAMENTAL COMMITMENT TO THE IMPORTANCE OF EDUCATION IN THE DECISION-MAKING PROCESS. THE STAFF OF THESE OFFICES ARE COMMITTED TO HELPING STUDENTS ACHIEVE THEIR POTENTIAL BOTH AS INDIVIDUALS AND AS MEMBERS OF THE COMMUNITY. THE RECENT 6-YEAR GRADUATION RATES FOR THE COLLEGE HAVE BEEN 89% OR HIGHER. BASED ON THE ENTIRE CLASS OF 2024, 29% PROCEEDED DIRECTLY TO GRADUATE/PROFESSIONAL SCHOOL AND 65% WERE EMPLOYED, UNDERTAKING VOLUNTEER WORK OR AWARDED A FELLOWSHIP WITHIN SIX MONTHS OF GRADUATION. 6% WERE SEEKING EMPLOYMENT OR UNKNOWN AT THAT POINT. FOR THE 10 YEAR PERIOD FROM 2012-2022, HAVERFORD COLLEGE GRADUATES EARNED DOCTORATE DEGREES AT A RATE OF 16.1%, WHICH PLACES HAVERFORD 5TH AMONG LIBERAL ARTS COLLEGES AND 9TH OVERALL.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$151,316,568TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2402IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2023EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIGID ISACKMANPersonNm
Phone6107951702PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 LANCASTER AVENUEAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190411392ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WENDY RAYMOND
PRESIDENT50.00Yes (X)Yes (X)$599,428$0$189,101
MICHAEL KIM
CHAIR, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
AMY TAYLOR BROOKS
VICE CHAIR, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
SETH BERNSTEIN
VICE CHAIR, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
ZACHARY DUTTON
CLERK, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
TRACEY HUCKS
SECRETARY, BOARD OF MANAGERS2.00Yes (X)Yes (X)$0$0$0
TOBI ALLIYU
BOARD OF MANAGERS2.00Yes (X)$0$0$0
MARK G ANDERSON
BOARD OF MANAGERS2.00Yes (X)$0$0$0
STEVEN L BEGLEITER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
BRIAN COOPER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
PETRA DOAN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
MOLLY FINN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JONATHAN M GAMSE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JAMES KINSELLA
BOARD OF MANAGERS2.00Yes (X)$0$0$0
DOUG KOSHLAND
BOARD OF MANAGERS2.00Yes (X)$0$0$0
THIEN LE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
DON LIU
BOARD OF MANAGERS2.00Yes (X)$0$0$0
ERICA LURIE-HURVITZ
BOARD OF MANAGERS2.00Yes (X)$0$0$0
RACHEL MELROY-HUSSER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
BEATRICE MITCHELL
BOARD OF MANAGERS2.00Yes (X)$0$0$0
KARI NADEAU
BOARD OF MANAGERS2.00Yes (X)$0$0$0
TERESA NANCE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JENNIFER S PERKINS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
SARA RECKTENWALD
BOARD OF MANAGERS2.00Yes (X)$0$0$0
HENRY J RITCHOTTE
BOARD OF MANAGERS2.00Yes (X)$0$0$0
ALEX ROBINSON
BOARD OF MANAGERS2.00Yes (X)$0$0$0
SHREYAS SHIBULAL
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JOHN SPEARS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
VINCENT WARREN
BOARD OF MANAGERS2.00Yes (X)$0$0$0
DAVID WERTHEIMER
BOARD OF MANAGERS2.00Yes (X)$0$0$0
JERRY WILLIAMS
BOARD OF MANAGERS2.00Yes (X)$0$0$0
NICO WASHINGTON
VP, FINANCE & ADMIN./TREASURER50.00Yes (X)$327,732$0$35,933
BRIGID ISACKMAN
AVP & CONTROLLER/ASST. TREASURER50.00Yes (X)$204,301$0$47,260
JESSE LYTLE
VP/CHIEF OF STAFF/SECRETARY50.00Yes (X)$180,380$0$112,975
LISA LONIE
ASSISTANT CHIEF OF STAFF50.00Yes (X)$79,815$0$13,973
KIMBERLY SPANG
VP, INSTITUTIONAL ADVANCE/ASST SEC.50.00Yes (X)$350,520$0$70,687
JOY TAKAHASHI
ASSISTANT CLERK2.00Yes (X)$0$0$0
LINDA STRONG-LEEK
PROVOST (UNTIL APR. 2025)50.00$271,216$0$36,153Yes (X)
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID50.00$226,655$0$82,186Yes (X)
JOHN MCKNIGHT
DEAN OF THE COLLEGE50.00$221,753$0$78,255Yes (X)
MEGAN E FITCH
CHIEF INFORMATION OFFICER50.00$210,459$0$32,350Yes (X)
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT50.00$181,206$0$20,344Yes (X)
HELEN WHITE
PROVOST50.00$170,877$0$25,094Yes (X)
KIMBERLY BENSTON
PROFESSOR50.00$218,674$0$42,303Yes (X)
THELATHIA YOUNG
VP, INSTITUTIONAL EQUITY & ACCESS50.00$207,771$0$40,354Yes (X)
LINDA GERSTEIN
PROFESSOR50.00$200,187$0$30,213Yes (X)
EDWARD ROBERTS UNTIL 11525
ASST. VP, PHILANTHROPY & CAMPAIGN50.00$191,372$0$30,188Yes (X)
ASHOK GANGADEAN
PROFESSOR50.00$190,136$0$38,230Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,032,482TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$925,599TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K124IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE TRADESMAN LLC
641 CHESTER CREEK RDBROOKHAVENPA19015CONSTRUCTION SERVICES$929,186
SASAKI ASSOCIATES INC
110 CHAUNCY STREET SUITE 200BOSTONMA02111ARCHITECTURAL SERVICES$471,118
JM PAINTING LLC
1608 EVA COURTNORRISTOWNPA19401PAINTING SERVICES$362,311
LAST CALL MEDIA INC
6 LIBERTY SQUARE PMB 401BOSTONMA02109WEBSITE & DIGITAL SERVICES$361,398
NORMAN CARPET COMPANY INC
574 WEST LANCASTER AVENUEBRYN MAWRPA19010FLOORING SERVICES$306,896
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K44CntrctRcvdGreaterThan100KCnt
Fundraising$144,272FundraisingAmt
Related Organizations$4,529,606RelatedOrganizationsAmt
Government Grants$2,756,172GovernmentGrantsAmt
All Other Contributions$19,844,200AllOtherContributionsAmt
Noncash Contributions$1,644,925NoncashContributionsAmt
Total Contributions$27,274,250TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611310$103,350,356$103,350,356
AUXILLIARY - DORMITORIES/HCA900099$15,795,349$15,795,349
AUXILLIARY - DINING CENTER900099$8,337,214$7,573,088$764,126
COLLEGE HOUSING900099$995,821$995,821
CONFERENCES900099$607,880$262,181$345,699

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,685,324TotalRevenueColumnAmt
Related Or Exempt Func Income$1,685,324RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$130,771,944TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,790,290TotalRevenueColumnAmt
Unrelated Business Revenue-$1,581,057UnrelatedBusinessRevenueAmt
Exclusion$9,371,347ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,224TotalRevenueColumnAmt
Exclusion$1,224ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$174,389RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$174,389RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$174,389TotalRevenueColumnAmt
Exclusion$174,389ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$49,071,177SecuritiesAmt
Other$87,454OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,665,367SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$46,405,810SecuritiesAmt
Other$87,454OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,493,264TotalRevenueColumnAmt
Unrelated Business Revenue$244,464UnrelatedBusinessRevenueAmt
Exclusion$46,248,800ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$56,103FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$144,272ContriRptFundraisingEventAmt
Fundraising Direct Expenses$74,183FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,080TotalRevenueColumnAmt
Exclusion-$18,080ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,487,281TotalRevenueColumnAmt
Related Or Exempt Func Income$128,666,298RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$990,894UnrelatedBusinessRevenueAmt
Exclusion$57,537,627ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$88,071TotalAmt
Program Services$88,071ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$42,660,790TotalAmt
Program Services$42,660,790ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,869,031TotalAmt
Program Services$1,869,031ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,222,212TotalAmt
Program Services$636,611ProgramServicesAmt
Management And General$2,671,416ManagementAndGeneralAmt
Fundraising$914,185FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$55,938,042TotalAmt
Program Services$43,750,096ProgramServicesAmt
Management And General$8,773,801ManagementAndGeneralAmt
Fundraising$3,414,145FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,815,507TotalAmt
Program Services$3,765,025ProgramServicesAmt
Management And General$758,914ManagementAndGeneralAmt
Fundraising$291,568FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,102,406TotalAmt
Program Services$6,434,983ProgramServicesAmt
Management And General$3,838,085ManagementAndGeneralAmt
Fundraising$829,338FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,971,709TotalAmt
Program Services$3,109,105ProgramServicesAmt
Management And General$615,079ManagementAndGeneralAmt
Fundraising$247,525FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,012,818TotalAmt
Program Services$99,148ProgramServicesAmt
Management And General$908,669ManagementAndGeneralAmt
Fundraising$5,001FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$286,401TotalAmt
Management And General$286,401ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$94,975TotalAmt
Fundraising$94,975FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,707,646TotalAmt
Management And General$2,707,646ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,590,374TotalAmt
Program Services$3,130,050ProgramServicesAmt
Management And General$2,244,671ManagementAndGeneralAmt
Fundraising$215,653FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$152,631TotalAmt
Program Services$56,692ProgramServicesAmt
Management And General$92,995ManagementAndGeneralAmt
Fundraising$2,944FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,919,405TotalAmt
Program Services$4,477,884ProgramServicesAmt
Management And General$2,299,955ManagementAndGeneralAmt
Fundraising$141,566FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$230,099TotalAmt
Program Services$217,682ProgramServicesAmt
Fundraising$12,417FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,753,040TotalAmt
Program Services$1,901,881ProgramServicesAmt
Management And General$1,850,036ManagementAndGeneralAmt
Fundraising$1,123FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,088,872TotalAmt
Program Services$1,790,482ProgramServicesAmt
Management And General$178,564ManagementAndGeneralAmt
Fundraising$119,826FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,382,311TotalAmt
Program Services$633,294ProgramServicesAmt
Management And General$511,804ManagementAndGeneralAmt
Fundraising$237,213FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,557,698TotalAmt
Program Services$5,232,017ProgramServicesAmt
Management And General$325,681ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,045,039TotalAmt
Program Services$9,456,252ProgramServicesAmt
Management And General$588,787ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,528,575TotalAmt
Program Services$961,330ProgramServicesAmt
Management And General$567,245ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES - FOOD$2,529,101$2,529,101
STUDY ABROAD PROGRAMS$2,472,805$2,472,805
SOFTWARE LICENSING FEES$1,794,230$694,301$856,725$243,204
LIBRARY$1,785,141$1,785,141

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,147,370TotalAmt
Program Services$13,564,796ProgramServicesAmt
Management And General-$7,482,634ManagementAndGeneralAmt
Fundraising$65,208FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$180,746,299TotalAmt
Program Services$151,316,568ProgramServicesAmt
Management And General$22,593,840ManagementAndGeneralAmt
Fundraising$6,835,891FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,782,286BOYAmt
EOY$5,995,820EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,200,753BOYAmt
EOY$20,651,645EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,730,258BOYAmt
EOY$27,029,677EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,782,512BOYAmt
EOY$2,390,910EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,384,506BOYAmt
EOY$1,445,085EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$142,110BOYAmt
EOY$155,656EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$891,470BOYAmt
EOY$844,975EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$397,649,936LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$215,587,030LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$185,625,513BOYAmt
EOY$182,062,906EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$99,904,257BOYAmt
EOY$77,924,016EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$622,690,713BOYAmt
EOY$694,356,085EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$712,477BOYAmt
EOY$929,049EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$962,846,855BOYAmt
EOY$1,013,785,824EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,498,437BOYAmt
EOY$7,318,139EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,056,911BOYAmt
EOY$4,361,544EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,312,362BOYAmt
EOY$133,031,689EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,500,100BOYAmt
EOY$9,742,176EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$157,367,810BOYAmt
EOY$154,453,548EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$224,968,953BOYAmt
EOY$234,543,010EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$580,510,092BOYAmt
EOY$624,789,266EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$805,479,045BOYAmt
EOY$859,332,276EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$962,846,855BOYAmt
EOY$1,013,785,824EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$31,740,982ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$21,485,282NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$626,967OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,224,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,738,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,058,124CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,048,537CurrentTaxYearMinus1YearAmt
Current Tax Year$27,274,250CurrentTaxYearAmt
Total$132,343,544TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,224,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,738,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,058,124CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,048,537CurrentTaxYearMinus1YearAmt
Current Tax Year$27,274,250CurrentTaxYearAmt
Total$132,343,544TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,047,587SubstantialContributorsTotAmt
Public Support Total170$116,295,957PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,924,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,118,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,596,056CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,572,233CurrentTaxYearMinus1YearAmt
Current Tax Year$9,546,960CurrentTaxYearAmt
Total$40,758,219TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$21,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,389CurrentTaxYearMinus1YearAmt
Current Tax Year$92,178CurrentTaxYearAmt
Total$215,456TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,000CurrentTaxYearMinus1YearAmt
Current Tax Year$56,103CurrentTaxYearAmt
Total$111,223TotalAmt
FieldValueIRS element (for citing)
Total Support$173,428,442TotalSupportAmt
Gross Receipts Rltd Activities$572,150,239GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67060PublicSupportCY170Pct
Public Support PY1700.75910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationFUNDRAISING REVENUE - 2020 AMOUNT: $ 17,320. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 13,800. 2023 AMOUNT: $ 12,000. 2024 AMOUNT: $ 56,103.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$0OtherActivitiesAmt
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationHAVERFORD PAYS MEMBERSHIP DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO); THESE MEMBERSHIP ORGANIZATIONS MAY ENGAGE IN LOBBYING ACTIVITIES TO SUPPORT THE HIGHER EDUCATION INDUSTRY, AS SUCH A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. HAVERFORD HAS NO DIRECT LOBBYING ACTIVITY OR ANY CONTROL OVER THE LOBBYING ACTIVITIES PERFORMED BY THESE MEMBERSHIP ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$524,764RevenuesIncludedAmt
Assets Included$6,439,862AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$0BeginningBalanceAmt
Additions During Year$3,623,685AdditionsDuringYearAmt
Distributions During Year$3,623,685DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$702,245,110BeginningYearBalanceAmt
Contributions$9,195,732ContributionsAmt
Investment Earnings Or Losses$73,063,555InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,310,004GrantsOrScholarshipsAmt
Other Expenditures$20,766,618OtherExpendituresAmt
Administrative Expenses$2,416,536AdministrativeExpensesAmt
End Year Balance$751,011,239EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$643,196,239BeginningYearBalanceAmt
Contributions$12,436,095ContributionsAmt
Investment Earnings Or Losses$79,905,944InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,293,093GrantsOrScholarshipsAmt
Other Expenditures$19,806,594OtherExpendituresAmt
Administrative Expenses$3,193,481AdministrativeExpensesAmt
End Year Balance$702,245,110EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$618,975,713BeginningYearBalanceAmt
Contributions$4,568,818ContributionsAmt
Investment Earnings Or Losses$49,576,740InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,568,063GrantsOrScholarshipsAmt
Other Expenditures$18,675,139OtherExpendituresAmt
Administrative Expenses$2,681,830AdministrativeExpensesAmt
End Year Balance$643,196,239EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$641,484,724BeginningYearBalanceAmt
Contributions$16,940,195ContributionsAmt
Investment Earnings Or Losses-$11,934,252InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,800,253GrantsOrScholarshipsAmt
Other Expenditures$20,579,082OtherExpendituresAmt
Administrative Expenses$1,135,619AdministrativeExpensesAmt
End Year Balance$618,975,713EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$503,436,957BeginningYearBalanceAmt
Contributions$6,495,344ContributionsAmt
Investment Earnings Or Losses$159,161,111InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,088,565GrantsOrScholarshipsAmt
Other Expenditures$20,345,506OtherExpendituresAmt
Administrative Expenses$1,174,617AdministrativeExpensesAmt
End Year Balance$641,484,724EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.23470BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.50690PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25840TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$720,688OtherCostOrOtherBasisAmt
Book Value$720,688BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$302,392,861OtherCostOrOtherBasisAmt
Depreciation$146,671,297DepreciationAmt
Book Value$155,721,564BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,732,374OtherCostOrOtherBasisAmt
Depreciation$37,485,737DepreciationAmt
Book Value$8,246,637BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,804,013OtherCostOrOtherBasisAmt
Depreciation$31,429,996DepreciationAmt
Book Value$17,374,017BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$182,062,906TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY AND FIXED INCOME FUNDS$174,545,492F
PRIVATE EQUITY AND VENTURE CAPITAL PARTNERSHIPS$263,404,629F
HEDGE AND REAL ESTATE FUNDS$241,932,753F
PLANNED GIVING AGREEMENTS$10,236,786F
PERPETUAL TRUSTS$4,236,425F
FieldValueIRS element (for citing)
Total Book Value Securities$694,356,085TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
FEDERAL STUDENT LOAN ADVANCES$2,459
LIABILITIES UNDER PLANNED GIVING AGREEMENTS$8,222,988
CONDITIONAL ASSET RETIREMENT OBLIGATION$830,208
REFUNDABLE ADVANCE THORNE SCHOOL$225,167
FUNDS HELD IN CUSTODY OF OTHERS$400,957
SECURITY DEPOSIT$47,918
ONECARD LIABILITY, CASH VALUE$12,479
FieldValueIRS element (for citing)
Total Liability$9,742,176TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$189,021,160TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$21,485,282NetUnrealizedGainsInvstAmt
Other Revenue-$42,317,940OtherRevenueAmt
Revenue Not Reported-$20,832,658RevenueNotReportedAmt
Revenue Subtotal$209,853,818RevenueSubtotalAmt
Investment Expenses Not Incld$2,707,646InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$74,183OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,633,463RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$212,487,281TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$135,167,929TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$74,183OtherExpensesIncludedAmt
Expenses Not Reported$74,183ExpensesNotReportedAmt
Expenses Subtotal$135,093,746ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,707,646InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$42,944,907OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$45,652,553ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$180,746,299TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:SPECIAL COLLECTIONS OF ART AND HISTORICAL TREASURES SERVE TO ADVANCE SCHOLARSHIP AND TO FURTHER TEACHING, RESEARCH AND SERVICE. SPECIAL COLLECTIONS RANGE FROM QUAKER COLLECTIONS TO HAVERFORD ARCHIVES TO RARE MANUSCRIPTS TO FINE ART ASSETS. THE QUAKER COLLECTION CONSISTS OF MANUSCRIPTS AS WELL AS NUMEROUS PHOTOGRAPHS, WORKS OF ART, ARTIFACTS, FURNITURE AND FILMS. THE HAVERFORD ARCHIVES INCLUDE AMERICAN AND ENGLISH LITERATURE, HISTORY AND POLITICS. TODAY, THE COLLECTIONS OF FINE ART ENCOMPASS THREE AREAS: MATERIAL IN SUPPORT OF THE COLLEGE CURRICULA, MATERIAL THAT DOCUMENTS HAVERFORD'S HISTORY, AND MATERIAL THAT DOCUMENTS THE HISTORY OF QUAKERISM.
PART IV, LINE 1B:HAVERFORD IS THE TRUSTEE OF THE WILLIAM MAUL MEASEY TRUST. THE COLLEGE IS ENTITLED TO 60% OF THE GROSS INCOME OF THE TRUST AND INCLUDES 60% OF THE TRUST ASSETS IN ITS FINANCIAL STATEMENTS AND FORM 990. THE REMAINING 40% OF THE GROSS INCOME IS DISTRIBUTED TO SECONDARY SCHOOLS FOR STUDENT FINANCIAL AID. AS OF JUNE 30, 2025 40% OF THE TRUST ASSETS (FMV) WAS $98,795,658. THE 40% TRUST INCOME DISTRIBUTED TO THE SCHOOLS IS REPORTED IN PART IV, LINE 1E. THE SECONDARY SCHOOLS THAT RECEIVE TRUST INCOME ARE GEORGE SCHOOL, WESTTOWN SCHOOL, SCATTERGOOD FRIENDS AND OLNEY FRIENDS.
PART V, LINE 4:HAVERFORD SPENDS A PRUDENT AMOUNT OF ITS ENDOWMENT INCOME ANNUALLY TO SUPPORT THE EDUCATIONAL MISSION OF THE COLLEGE IN ACCORDANCE WITH DONOR RESTRICTIONS AND INTERNAL DESIGNATIONS. THE ENDOWMENT RESTRICTED DONOR DESIGNATIONS INCLUDE SCHOLARSHIPS, INSTRUCTIONAL PURPOSES, PROFESSORSHIPS, LIBRARY, RESEARCH, AND GENERAL EDUCATIONAL PURPOSES.
PART X, LINE 2:THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2025, THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES INFORMATION TAX RETURNS IN THE UNITED STATES OF AMERICA AND VARIOUS STATES. THE COLLEGE IS GENERALLY NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RESIDUAL INCOME FROM LIFE INCOME MATURITIES 8,256. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 215,577. CHANGE IN VALUE OF LIFE INCOME 562,045. NEW LIFE INCOME GIFT LIABILITY -30,102. FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINACIAL STATEMENTS -42,944,907. BAD DEBT EXPENSE -128,809.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSES -74,183.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSE 74,183.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 42,944,907.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SUCH A POLICY IS POSTED ON HAVERFORD'S WEBSITE AS WELL AS PUBLISHED IN HAVERFORD'S CATALOG AND OTHER ADMISSIONS LITERATURE. ALSO, THE POLICY IS PUBLISHED IN NEWSPAPERS AND/OR THE INTERNET WHEN ADVERTISING FOR EMPLOYMENT.
SCHEDULE E, PART I, LINE 6FEDERAL WORK STUDY $116,785, FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT (FSEOG) $187,972, PELL GRANT $1,506,481, PHEAA INSTITUTIONAL ASSISTANCE GRANT (IAG) $33,602.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICA00GRANTS TO RECIPIENTS$82,511
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS$24,785
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS$1,218,275
NORTH AMERICA00GRANTS TO RECIPIENTS$18,880
SOUTH ASIA00GRANTS TO RECIPIENTS$16,291
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS$519,214
CENTRAL AMERICA AND THE CARIBBEAN00GRANTS TO RECIPIENTS$65,773
SOUTH AMERICA00GRANTS TO RECIPIENTS$84,573
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$4,345,952
NORTH AMERICA00INVESTMENTS$369,382
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$207,350,533
NORTH AMERICA08PROGRAM SERVICES$17,929PROFESSIONAL SERVICES
EAST ASIA AND THE PACIFIC02PROGRAM SERVICES$3,500PROFESSIONAL SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND)03PROGRAM SERVICES$10,352PROFESSIONAL SERVICES
RUSSIA AND NEIGHBORING STATES01PROGRAM SERVICES$250PROFESSIONAL SERVICES
SOUTH AMERICA01PROGRAM SERVICES$1,000PROFESSIONAL SERVICES
SUB-SAHARAN AFRICA04PROGRAM SERVICES$11,673PROFESSIONAL SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$278,544PROGRAM TRAVEL
SUB-SAHARAN AFRICA00PROGRAM SERVICES$12,039PROGRAM TRAVEL
NORTH AMERICA00PROGRAM SERVICES$48,208PROGRAM TRAVEL
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$54,676PROGRAM TRAVEL
SOUTH AMERICA00PROGRAM SERVICES$19,605PROGRAM TRAVEL
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$31,402PROGRAM TRAVEL
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$5,266PROGRAM TRAVEL
SOUTH ASIA00PROGRAM SERVICES$20,544PROGRAM TRAVEL
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$65,324STUDY ABROAD
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$1,842,398STUDY ABROAD
SOUTH AMERICA00PROGRAM SERVICES$79,998STUDY ABROAD
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$483,385STUDY ABROAD
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$1,700STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee19ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee19TotalEmployeeCnt
Subtotal Spent$2,030,302SubtotalSpentAmt
Continuation Spent$215,053,660ContinuationSpentAmt
Total Spent$217,083,962TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (20 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDescCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
HAVERFORD COLLEGE SCHOLARSHIPSEAST ASIA AND THE PACIFIC48$463,539TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)204$1,170,138TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSSOUTH AMERICA6$67,420TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN8$59,834TUITION REDUCTIONFMV
HAVERFORD COLLEGE SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA2$36,803TUITION REDUCTIONFMV
RESEARCH STIPENDSMIDDLE EAST AND NORTH AFRICA1$400CHECK
RESEARCH STIPENDSEUROPE (INCLUDING ICELAND & GREENLAND)3$8,850CHECK
RESEARCH STIPENDSNORTH AMERICA4$4,270CHECK
RESEARCH STIPENDSEAST ASIA AND THE PACIFIC4$10,019CHECK
RESEARCH STIPENDSSOUTH ASIA6$16,416CHECK
RESEARCH STIPENDSSUB-SAHARAN AFRICA4$15,840CHECK
RESEARCH STIPENDSSOUTH AMERICA3$15,503CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSMIDDLE EAST AND NORTH AFRICA8$29,468CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSUB-SAHARAN AFRICA7$24,785CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)15$39,287CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSNORTH AMERICA5$14,160CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSOUTH ASIA5$16,291CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSEAST ASIA AND THE PACIFIC11$29,240CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSCENTRAL AMERICA AND THE CARIBBEAN6$5,939CHECK
EXTERNAL (OFF-CAMPUS) INTERNSHIPSSOUTH AMERICA2$1,650CHECK
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUPON REQUEST, QUALIFIED STUDENTS IN GOOD ACADEMIC AND DISCIPLINARY STANDING MAY BE GRANTED PERMISSION TO SPEND A SEMESTER OR YEAR STUDYING ABROAD. HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1WASHBURN & MCGOLDRICK LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 NORTH BRYN MAWR AVENUE 252AddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
ActivitySOLICITATION ADVICE AND CONSULTING.ActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$94,975RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$94,975TotalRetainedByContractorsAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BASEBALL GOLF OUTINGEvent1Nm
Gross Receipts Event1$32,625GrossReceiptsEvent1Amt
Charitable Contri Event1$21,522CharitableContriEvent1Amt
Gross Revenue Event1$11,103GrossRevenueEvent1Amt
Non Cash Prizes Event1$893NonCashPrizesEvent1Amt
Food And Beverage Event1$10,209FoodAndBeverageEvent1Amt
Event2MERION GOLF CLUB OUTINGEvent2Nm
Gross Receipts Event2$167,750GrossReceiptsEvent2Amt
Charitable Contri Event2$122,750CharitableContriEvent2Amt
Gross Revenue Event2$45,000GrossRevenueEvent2Amt
Food And Beverage Event2$16,507FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$46,574OtherDirectExpensesEvent2Amt
Gross Receipts Total$200,375GrossReceiptsTotalAmt
Charitable Contributions Tot$144,272CharitableContributionsTotAmt
Gross Revenue Total Events$56,103GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$893NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$26,716FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$46,574OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$74,183DirectExpenseSummaryEventsAmt
Net Income Summary-$18,080NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
FOUNDATION FOR COMMUNITY SERVICE CO THE SHIPLEY SCHOOL
814 YARROW STREETBRYN MAWRPA19010232844309501(C)(3)$7,500$0ANNUAL SUPPORT
BRYN MAWR THEATRE FILM INSTITUTE
824 WEST LANCASTER AVENUEBRYN MAWRPA19010043682610501(C)(3)$6,000$0ANNUAL SUPPORT
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 211PHILADELPHIAPA19104231352685501(C)(3)$74,571$0RESEARCH-CHARLES E. KAUFMAN FOUNDATION SUBAWARD
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
CHESICK SCHOLARS FUNDING55$28,233
FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS93$187,972FMVTUITION REDUCTION
HAVERFORD COLLEGE SCHOLARSHIPS657$40,959,201FMVTUITION REDUCTION
RESEARCH STIPENDS265$732,745
STUDENT EMERGENCY FUNDING147$156,187
STUDENT LOAN DEBT RELIEF48$66,713
EXTERNAL (OFF-CAMPUS) INTERNSHIPS186$529,739

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AWARDS TO SUB RECIPIENTS ARE ISSUED IN ACCORDANCE WITH COLLEGE ACCOUNTING AND BUSINESS POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) ARE AWARDED BASED ON FAMILY CONTRIBUTION. ELIGIBILITY IS DETERMINED BY THE FAFSA AND REGULATIONS DETERMINED BY THE U.S. DEPARTMENT OF EDUCATION. PER THE DEPARTMENT OF EDUCATION REGULATIONS, STUDENTS WHO RECEIVE PELL GRANTS MUST BE PROVIDED SEOG FUNDS FIRST. IF THE STUDENT IS SELECTED TO RECEIVE THESE AWARDS, OTHER VERIFICATION FORMS MAY BE REQUIRED; INCLUDING THE VERIFICATION STATEMENT, PARENT AND STUDENT TAX RETURNS, AND NON-TAX FILER STATEMENTS. SEOG AWARDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. SEOG AWARDS ARE AUDITED ANNUALLY BY THE COLLEGE'S OUTSIDE AUDITORS IN CONJUNCTION WITH THE SINGLE AUDIT. THE BECKMAN SCHOLARS PROGRAM IS SPONSORED BY THE ARNOLD AND MABEL BECKMAN FOUNDATION. STUDENTS MUST APPLY AND BE SELECTED TO RECEIVE THE AWARD WHICH INCLUDES AN ACADEMIC YEAR SCHOLARSHIP OF $4,600 THAT IS CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EMERGENCY FUNDING FOR STUDENTS IS PROVIDED BY THE LIFTFAR (LOW-INCOME AND FIRST-IN-THEIR-FAMILY ASSISTANCE AND RESOURCES) PROGRAM. STUDENTS THAT HAVE BELOW A CERTAIN EXPECTED FAMILY CONTRIBUTION (EFC) ARE ELIGIBLE TO APPLY AND ARE NOTIFIED BY EMAIL AT THE BEGINNING OF EACH SEMESTER. FUNDING IS ONLY AVAILABLE FOR CURRENT STUDENTS DURING THE ACADEMIC YEAR AND IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE JOHN P. CHESICK SCHOLARS PROGRAM IS A FOUR-YEAR ACADEMIC LEADERSHIP AND MENTORING PROGRAM FOR HAVERFORD STUDENTS FROM BACKGROUNDS THAT ARE UNDER-REPRESENTED IN ACADEMIA, INCLUDING ALL FGLI (FIRST-GENERATION/LOW-INCOME) ENTERING STUDENTS. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE STUDENT LOAN DEBT RELIEF PROGRAM IS DESIGNED TO ASSIST HAVERFORD ALUMNI FOR WHOM DEBT FROM STUDENT LOANS WOULD PROVE TO BE A GENUINE BURDEN, SUCH AS FOR THOSE WHO CHOOSE CAREERS OF HIGH SOCIETAL VALUE BUT LOW REMUNERATION OR WHO ARE TEMPORARILY UNEMPLOYED. INDIVIDUALS WHO ARE ELIGIBLE TO APPLY FOR SUPPORT WILL BE NOTIFIED BY THE OFFICE OF ADMISSION DURING THE SUMMER AND WILL BE PROVIDED INSTRUCTIONS ON HOW TO APPLY. APPLICANTS WILL BE REQUIRED TO COMPLETE AN APPLICATION AND CONFIRM THEIR CONTINUED ELIGIBILITY BY SUBMITTING SUPPORTING DOCUMENTATION. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WENDY RAYMOND
PRESIDENT$593,156$0$0$0$6,272$0$58,500$0$130,601$0$788,529$0$0$0
KIMBERLY SPANG
VP, INSTITUTIONAL ADVANCE/ASST SEC.$340,520$0$10,000$0$0$0$36,097$0$34,590$0$421,207$0$0$0
NICO WASHINGTON
VP, FINANCE & ADMIN./TREASURER$326,232$0$0$0$1,500$0$33,441$0$2,492$0$363,665$0$0$0
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID$226,655$0$0$0$0$0$24,437$0$57,749$0$308,841$0$0$0
LINDA STRONG-LEEK
PROVOST (UNTIL APR. 2025)$254,464$0$0$0$16,752$0$26,749$0$9,404$0$307,369$0$0$0
JOHN MCKNIGHT
DEAN OF THE COLLEGE$217,153$0$0$0$4,600$0$23,571$0$54,684$0$300,008$0$0$0
JESSE LYTLE
VP/CHIEF OF STAFF/SECRETARY$180,380$0$0$0$0$0$20,150$0$92,825$0$293,355$0$0$0
KIMBERLY BENSTON
PROFESSOR$218,674$0$0$0$0$0$24,087$0$18,216$0$260,977$0$0$0
BRIGID ISACKMAN
AVP & CONTROLLER/ASST. TREASURER$204,301$0$0$0$0$0$21,842$0$25,418$0$251,561$0$0$0
THELATHIA YOUNG
VP, INSTITUTIONAL EQUITY & ACCESS$207,771$0$0$0$0$0$22,276$0$18,078$0$248,125$0$0$0
MEGAN E FITCH
CHIEF INFORMATION OFFICER$210,459$0$0$0$0$0$22,539$0$9,811$0$242,809$0$0$0
LINDA GERSTEIN
PROFESSOR$200,187$0$0$0$0$0$21,231$0$8,982$0$230,400$0$0$0
ASHOK GANGADEAN
PROFESSOR$190,136$0$0$0$0$0$20,303$0$17,927$0$228,366$0$0$0
EDWARD ROBERTS UNTIL 11525
ASST. VP, PHILANTHROPY & CAMPAIGN$191,372$0$0$0$0$0$20,530$0$9,658$0$221,560$0$0$0
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT$179,706$0$0$0$1,500$0$18,971$0$1,373$0$201,550$0$0$0
HELEN WHITE
PROVOST$170,877$0$0$0$0$0$16,475$0$8,619$0$195,971$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ANON-TAXABLE HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, PRESIDENT WENDY RAYMOND AND DEAN OF THE COLLEGE JOHN MCKNIGHT RESIDE ON CAMPUS FREE OF RENT. THE PRESIDENT RECEIVED GROSS UP PAYMENTS FOR THE TAXABLE PORTION OF LIFE INSURANCE AND PERSONAL USE OF COLLEGE PROVIDED VEHICLE.
PART I, LINE 4BWENDY RAYMOND RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HER 457(F) PROGRAM IN 2024 IN THE AMOUNT OF $2,090.
PART I, LINE 7THE BONUSES WERE APPROVED BY SENIOR LEADERS AND THE CFO.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DELAWARE COUNTY AUTHORITY
A231973437246003NJ22017-02-28$110,381,164REFUND PORTION 2008 BONDS, 2010 BONDS, ALL 2010A BONDS000
DELAWARE COUNTY AUTHORITY
B231973437NONEAVAIL2017-02-28$29,845,000PART REFUND 2008 BONDS: RENOVATION OF SHARPLESS HALL, RYAN GYM/VCAM, DINING000
DELAWARE COUNTY AUTHORITY
C231973437246003PH42020-03-24$9,125,000REFUND OF 2010 BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmt
A$12,893,918$110,381,164$734,217$109,646,9472017Yes (1)Yes (1)Yes (1)Yes (1)
B$29,845,000$102,807$6,702,1922020Yes (1)0Yes (1)Yes (1)$624,499$22,415,502
C$2,659,000$9,125,000$170,000$8,955,0002020Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)Yes (1)00Yes (1)Yes (1)
C0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART IV, LINE 2C:DELAWARE COUNTY AUTHORITY - 02/28/2017 $110,381,164 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2025. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2025.
SCHEDULE K, PART IV, LINE 2C:DELAWARE COUNTY AUTHORITY - 02/28/2017 $29,845,000 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2025. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2025.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$524,763NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE VALUEMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE VALUEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$9NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution78ContributionCnt
Noncash Contributions Rpt F990$1,120,149NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSUPPLIESDesc
Contribution3ContributionCnt
Noncash Contributions Rpt F990$3NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS IN EACH CATEGORY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 1A:THE TOTAL NUMBER REPORTED IN BOX 3 OF ALL 2024 FORM 1096 FILINGS IS 2,402. THIS IS WHAT IS REPORTED ON FORM 990, PART V, LINE 1A. INCLUDED IN THIS TOTAL ARE 1,859 FORM 1098-T FILINGS.
FORM 990, PART VI, SECTION A, LINE 6HAVERFORD HAS ONE CLASS OF MEMBERS WHO MAY INCLUDE ANY MEMBER OF THE RELIGIOUS SOCIETY OF FRIENDS, ANYONE WHO HAS SERVED AS PRESIDENT OF THE COLLEGE OR AS A MEMBER OF THE BOARD OF MANAGERS FOR AT LEAST SIX CONSECUTIVE YEARS (WHETHER OR NOT STILL SERVING), AND ANY OTHER INTERESTED PERSON. FURTHERMORE, EACH NOMINEE SHALL IN ALL CASES BE GROUNDED IN AND LED BY VALUES ALIGNED WITH THE FAITH AND PRACTICE OF THE RELIGIOUS SOCIETY OF FRIENDS, SHARE A COMMITMENT TO THE STEWARDSHIP OF THE COLLEGE, AND BE OPEN TO LEARNING AND BEING GUIDED BY QUAKER PROCESS AND DECISION MAKING IN SERVING THE COLLEGE.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS FORMALLY ELECT ALL THE MEMBERS OF THE BOARD, INCLUDING THOSE NOMINATED BY HAVERFORD, BY THE BOARD AND BY THE ALUMNI ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7BANY AND ALL AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ADVISORY FIRM AND THEN MANAGEMENT PROVIDES THE PUBLIC DISCLOSURE COPY OF THE FORM 990 TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD FOR REVIEW AND DISCUSSION PRIOR TO ITS FURTHER DISSEMINATION TO THE BOARD. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF MANAGERS PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ELECTRONICALLY TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE PRESIDENT'S OFFICE TRACKS AND ENSURES COMPLIANCE WITH COMPLETING AND SUBMITTING THE CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE POLICY REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED THROUGHOUT THE YEAR AS THEY ARISE AS WELL AS FOR PERIODIC REVIEWS TO IDENTIFY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. IF A CONFLICT WERE TO ARISE, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING FOR INVESTIGATION AND RESOLUTION. AFTER THE PRESENTATION, THE INTERESTED PERSON WOULD REMOVE THEMSELVES FROM THE MEETING DURING THE FINAL DELIBERATIONS AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS TYPICALLY DETERMINED AFTER AN ANNUAL REVIEW BY THE BOARD'S COMMITTEE ON PRESIDENTIAL COMPENSATION AND REVIEW. THE REVIEW, ALONG WITH PRIVATE COLLEGE EXECUTIVE COMPENSATION SURVEYS, HELP DETERMINE THE PRESIDENT'S SALARY. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE DOCUMENTED TIMELY. THE COMPENSATION FOR PRESIDENT WENDY RAYMOND WAS DETERMINED BY THE BOARD USING A SIMILAR BENCHMARK PROCESS BUT WITHIN HIRING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT REPORTS TO THE BOARD IN EXECUTIVE SESSION INFORMATION REGARDING THE ANNUAL PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19THE COLLEGE'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH OUR WEBSITE AND UPON REQUEST. THE COLLEGE'S FORM 990T IS AVAILABLE UPON REQUEST. THE COLLEGE'S FORM 990 IS ALSO OPEN TO THE GENERAL PUBLIC ON GUIDESTAR'S WEBSITE. CURRENTLY, THE COLLEGE DOES NOT PUBLISH GOVERNING DOCUMENTS; HOWEVER, THESE ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 215,577. CHANGE IN VALUE OF LIFE INCOME 562,045. NEW LIFE INCOME GIFT LIABILITY -30,102. RESIDUAL INCOME FROM LIFE INCOME MATURITIES 8,256. BAD DEBT EXPENSE -128,809.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
THE WILLIAM MAUL MEASEY TRUST
C/O HAVERFORD COLLEGE 370 LANCASTERHAVERFORDPA19041946714956CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGET$7,856,273$148,484,4640.60000Yes (1)
CHARITABLE POOLED INCOME FUND (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
CHARITABLE REMAINDER ANNUITY TRUST (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
NET INCOME MAKEUP CHARITABLE REMAINDER UNITRUST (1)
CHARITABLE TRUSTPACORPORATION OF HAVERFORD COLLEGETYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE WILLIAM MAUL MEASEY TRUST
C$4,529,606BOOK VALUE
THE WILLIAM MAUL MEASEY TRUST
L$614,945BOOK VALUE

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