2026-05-13T12:25:12-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231177930 URSINUS COLLEGE URSI 6104093000 601 EAST MAIN STREET COLLEGEVILLE PA 19426 TERRI ALBERTSON VP FOR FINANCE AND ADMIN 6104093000 2026-05-13 1 0 X KERRI N BOGDA P00760402 7177404863 2026-05-13 2024 2025-03-06 01:10:19Z DR GUNDOLF GRAML 601 EAST MAIN STREET COLLEGEVILLE PA 19426 183439605 0 X WWW.URSINUS.EDU X 1869 PA UNDERGRADUATE EDUCATION THAT ENABLES STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS. 27 26 1309 46 -33128 0 8848634 14487785 106498689 111127286 9819798 6046487 2735747 1281401 127902868 132942959 58191881 59760572 0 0 41697921 39589307 0 0 2763362 38777365 38861249 138667167 138211128 -10764299 -5268169 326513668 347017868 79704879 91907879 246808789 255109989 X THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. 0 0 105629423 59760572 88555841 ACADEMIC INSTRUCTION: URSINUS COLLEGE IS AN INDEPENDENT, FOUR-YEAR LIBERAL ARTS COLLEGE FOUNDED IN 1869. THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THE COLLEGE ENROLLS APPROXIMATELY 1,500 STUDENTS, APPROXIMATELY 90% OF WHOM LIVE IN COLLEGE RESIDENCE HALLS. AT THE START OF THE 2024-2025 ACADEMIC YEAR, THE COLLEGE ENROLLED 1,492 FULL-TIME EQUIVALENT STUDENTS FROM 32 STATES AND 8 COUNTRIES. 17051809 0 22571445 STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDERS THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO DINE IN THE MAIN DINING HALL, OR IN ANY OF THE CAMPUS' SIX RETAIL LOCATIONS. URSINUS HAS 26 VARSITY SPORTS IN WHICH APPROXIMATELY FIFTY PERCENT OF THE STUDENT BODY PARTICIPATE. IN ADDITION, THE COLLEGE HAS CLUB SPORTS AND INTRAMURAL SPORTS. 122681232 1 1 0 1 0 0 1 1 0 1 1 1 0 1 1 1 1 0 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 2249 0 1309 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 PA AK CT MD MN MS NM NY OR WA MA NH OH AR CA ME MI MO NV OK TN WI X X TERRI ALBERTSON VP FINANCE & ADMINISTRATION 6104093110 601 EAST MAIN STREET COLLEGEVILLE PA 19426 JOSEPH DESIMONE PHD CHAIR 2.00 0.00 X X 0 0 0 DR MARGARET WILLIAMS VICE CHAIR 2.00 0.00 X X 0 0 0 JOHN M FESSICK TREASURER 2.00 0.00 X X 0 0 0 PATRICIA K BOWMAN SECRETARY 2.00 0.00 X X 0 0 0 LAWRENCE A BAROCAS VOTING MEMBER 2.00 0.00 X 0 0 0 MICHAEL CARTER MD VOTING MEMBER 2.00 0.00 X 0 0 0 TERRY CONNELL VOTING MEMBER 2.00 0.00 X 0 0 0 PHILIP RICHARD FLYNN CORSON VOTING MEMBER 2.00 0.00 X 0 0 0 SHERRELL DANDY ESQ VOTING MEMBER 2.00 0.00 X 0 0 0 CATHERINE GECZIK VOTING MEMBER 2.00 0.00 X 0 0 0 ROBERT GILFILLAN IV VOTING MEMBER 2.00 0.00 X 0 0 0 MARK HINKEL VOTING MEMBER 2.00 0.00 X 0 0 0 HOYT JONES III PHD VOTING MEMBER 2.00 0.00 X 0 0 0 DAVID KOVACH VOTING MEMBER 2.00 0.00 X 0 0 0 GRAHAM MACKENZIE VOTING MEMBER 2.00 0.00 X 0 0 0 CYNTHIA J MARTIN VOTING MEMBER 2.00 0.00 X 0 0 0 CAROL MCILHENNY VOTING MEMBER 2.00 0.00 X 0 0 0 NANCY OPALACK VOTING MEMBER 2.00 0.00 X 0 0 0 MICHAEL PIOTROWICZ VOTING MEMBER 2.00 0.00 X 0 0 0 MICHAEL PIZZI VOTING MEMBER 2.00 0.00 X 0 0 0 DAVID ROSVOLD MD VOTING MEMBER 2.00 0.00 X 0 0 0 KAREN SCHEU VOTING MEMBER 2.00 0.00 X 0 0 0 JEEVAN SEKHAR VOTING MEMBER 2.00 0.00 X 0 0 0 CHRISTIAN P SOCKEL VOTING MEMBER 2.00 0.00 X 0 0 0 ELLEN STAUROWSKY VOTING MEMBER 2.00 0.00 X 0 0 0 SUSAN STEWART ESQ VOTING MEMBER 2.00 0.00 X 0 0 0 RICHARD STIPA VOTING MEMBER 2.00 0.00 X 0 0 0 PATRICIA COSGRAVE VOTING MEMBER (UNTIL 04/25) 2.00 0.00 X 0 0 0 ROBYN HANNIGAN PRESIDENT 50.00 0.00 X 537180 0 88571 GUNDOLF GRAML PROVOST & SVP ACAD. & CAMPUS LIFE 50.00 0.00 X 298839 0 24506 TERRI ALBERTSON VP FOR FINANCE/ADMIN 50.00 0.00 X 287195 0 32898 MICHELLE M YURKO VP. ADVANCEMENT/EXT. RELATIONS 50.00 0.00 X 280240 0 18049 MICHAEL KEATON VP FOR ENROLLMENT (UNTIL 02/25) 50.00 0.00 X 240524 0 34597 ROBERT CLOTHIER VP & GENERAL COUNSEL 50.00 0.00 X 231430 0 32432 LAURA MOLIKEN VP FOR CAMPUS LIFE 50.00 0.00 X 213673 0 20774 HEATHER C LOBBAN-VIRAVONG VP INCLUSION, CHIEF INCLUSION OFF. 50.00 0.00 X 186322 0 30691 MELISSA BRYANT VP STUD AFF/DEAN STUD. (UNTIL 6/24) 50.00 0.00 X 101172 0 7437 THOMAS YENCHO VP COMM/STRAT. P'SHIPS (UNTIL 6/24) 50.00 0.00 X 92429 0 6778 CALE NELSON ASSOC. VP FOR FINANCE 50.00 0.00 X 161997 0 10920 ANDREW ECONOMOPOULOS PROF. BUSINESS & ECON. 50.00 0.00 X 144179 0 11135 JOHN BERNAT ASSOC. VP FOR ADVANCEMENT 50.00 0.00 X 150955 0 28757 ELEANOR ASH-BALA ASSOC. VP FOR STUDENT AFFAIRS 50.00 0.00 X 130144 0 8564 KELLY SORENSEN ASSOC. DEAN ACADEMIC AFFAIRS 50.00 0.00 X 136029 0 25733 3192308 0 381842 28 0 1 0 SODEXO INC PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE 5388222 PARKHURST DINING 10 ALLEGHENY SQUARE PITTSBURGH PA 15212 FOOD SERVICE 4265937 GBUILD CONSTRUCTION MANAGERS LLC 111 SUMMIT DRIVE EXTON PA 19341 CONSTRUCTION MANAGEMENT 3266034 ABM INDUSTRIES INCORPORATED ONE LIBERTY PLAZA 7TH FLOOR NEW YORK NY 10006 JANITORIAL SERVICES 3074270 ATLANTIC CULINARY ENVIRONMENTS INC 15 ENTERPRISE DR DANVILLE PA 17821 CULINARY RENOVATION DESIGN 1383657 29 64153 2426075 11997557 3830129 14487785 TUITION 611600 88555841 88555841 ROOM AND BOARD 611600 22121805 22121805 ATHLETICS 611600 273097 273097 STUDENT SERVICES 611600 176543 176543 111127286 1497026 -126831 1623857 8506 8506 1079889 339322 740567 740567 -2352 742919 53778213 848046 49994548 82250 3783665 765796 4549461 96055 4453406 252865 64153 80526 172339 172339 GENERAL EDUCATION 900099 162296 162296 FOOD SERVICE 611600 125190 125190 CONFERENCES & SUMMER CAMPS 611600 58779 58779 13724 13724 359989 132942959 111127286 -33128 7361016 59198657 59198657 561915 561915 2819064 458644 2063646 296774 28560801 26374660 762332 1423809 1021252 861927 100865 58460 5102373 4752649 93157 256567 2085817 1557827 408849 119141 357245 357245 146525 146525 166160 166160 261427 261427 6941502 5243845 1356768 340889 768118 7753 760365 4105968 3102801 923232 79935 2137085 284344 1844019 8722 2486481 2271519 214962 2633359 1930074 562523 140762 116902 111008 5894 2538123 2519543 18580 6235109 5408993 826116 1297049 114045 1183004 FOOD SERVICE 7042204 7042204 LIBRARY MATERIALS 522161 522161 OTHER EXPENSE 449238 22005 427233 DUES AND SUBSCRIPTIONS 443812 235987 178518 29307 212781 209679 3102 138211128 122681232 12766534 2763362 -1 5000 6363354 8335836 2479459 2833981 307906 274554 175799 83856 1539973 736131 260603584 120309435 137546724 140294149 37266743 28690293 130372688 146092016 10461023 19672052 326513668 347017868 5146779 6965255 762787 1888226 53034801 72575699 12415828 2000000 8344684 8478699 79704879 91907879 X 104347013 100274978 142461776 154835011 246808789 255109989 326513668 347017868 X -5268169 14041842 -472473 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 166160 166160 0 PART II-B, LINE 1: HILL PARTNER PROVIDED LOBBYING AND ADVOCACY SERVICES TO URSINUS COLLEGE, ENGAGING AT BOTH THE FEDERAL AND STATE LEVELS. AT THE FEDERAL LEVEL, THEIR EFFORTS WERE DIRECTED TOWARDS THE UNITED STATES CONGRESS, WHILE AT THE STATE LEVEL, THEY ENGAGED WITH THE GENERAL ASSEMBLY OF THE COMMONWEALTH OF PENNSYLVANIA. THEIR PRIMARY OBJECTIVE WAS TO SECURE FUNDING FOR THE COLLEGE THROUGH PARTICIPATION IN THE ANNUAL APPROPRIATIONS PROCESSES CONDUCTED BY BOTH THE US CONGRESS AND THE PENNSYLVANIA GENERAL ASSEMBLY. X 1 11.00 1 0 76522 9670528 X X X X 0 146829595 17935574 3198000 5035897 261427 156269845 132991872 4460220 17906321 3218301 4959006 351511 146829595 138346490 6843341 11572276 3748123 5803201 386997 146823786 158993585 4357578 -12785396 4635387 7221078 362812 138346490 134100371 1695990 35400157 4447329 7476492 279112 158993585 0.18000 0.82000 0.00000 1 0 792618 792618 200103085 83384606 116718479 36787345 21988806 14798539 20303388 14936023 5367365 2617148 2617148 140294149 ALTERNATIVE INVESTMENTS 130560476 F HELD BY OTHERS - CLAMER 10149412 F KOCH TRUST - HARVARD MGMT 1221232 F HELD BY OTHERS - PATTERSON 621632 F LINCOLN ANNUITY - DAVIS #2 1804264 F 482 E. MAIN STREET 510000 F 454 E. MAIN STREET 1225000 F 146092016 CASH SURRENDER VALUE OF LIFE INSURANCE 755230 DEPOSITS HELD BY TRUSTEE 9246294 COLLECTIONS 9670528 19672052 ANNUITY REQUIREMENTS 5225712 ASSET RETIREMENT OBLIGATION 2215561 U.S. GOVERNMENT GRANTS REFUNDABLE 93605 RETIREMENT OBLIGATIONS 179987 REFUNDABLE DEPOSITS 763834 8478699 X 87979166 14041842 -59425483 -45383641 133362807 -419848 -419848 132942959 79677966 419848 419848 79258118 58953010 58953010 138211128 PART II, LINE 9: THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT ON ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. PART III, LINE 4: THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. PART V, LINE 4: ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. PREVIOUSLY, THE COLLEGE'S FORM 990 REPORTED BOTH POOLED ENDOWMENT ASSETS-THOSE SUBJECT TO THE COLLEGE'S SPENDING RULE-AND OTHER ENDOWED ASSETS, SUCH AS SPLIT-INTEREST AGREEMENTS AND BENEFICIAL INTERESTS IN PERPETUAL TRUSTS, WHICH ARE NOT POOLED AND NOT SUBJECT TO THE SPENDING RULE. NOW, THE 990 PRESENTATION REFLECTS ONLY THOSE ASSETS THAT ARE POOLED AND GOVERNED BY THE COLLEGE'S SPENDING RULE. THIS CHANGE ALIGNS THE FORM 990 MORE CLOSELY WITH THE ENDOWMENT PRESENTATION IN THE COLLEGE'S FINANCIAL STATEMENTS, PROVIDING A MORE MEANINGFUL AND ACCURATE REPRESENTATION OF THE ENDOWMENT'S OPERATING IMPACT. PART X, LINE 2: THE COLLEGE RECOGNIZES A TAX POSITION BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE'S MANAGEMENT DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL LOSS ON ANNUITY LIABILITY -423,959. SCHOLARSHIPS -58,691,583. INVESTMENT FEES -261,427. CHANGE IN CASH SURRENDER VALUE 2,971. LOSS ON BOND REFINANCING -51,485. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -80,526. RENTAL EXPENSES -339,322. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 80,526. RENTAL EXPENSES 339,322. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 58,691,583. INVESTMENT FEES 261,427. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS ON THE COLLEGE WEBSITE. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. SCHEDULE E, PART I, LINE 6 URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION, FEDERAL WORK-STUDY, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING THE COLLEGE WORK STUDY PROGRAMS AND THE PELL GRANT PROGRAM. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 9075963 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS EDUCATIONAL PROGRAMS 43751 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS EDUCATIONAL PROGRAMS 36790 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS EDUCATIONAL PROGRAMS 465899 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS EDUCATIONAL PROGRAMS 15475 0 0 0 0 0 0 9637878 0 9637878 STUDY ABROAD EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 23 465899 REDUCTION TO STUDENT ACCOUNT STUDY ABROAD CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 2 43751 REDUCTION TO STUDENT ACCOUNT STUDY ABROAD EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 36790 REDUCTION TO STUDENT ACCOUNT STUDY ABROAD SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 15475 REDUCTION TO STUDENT ACCOUNT 1 0 1 1 1 0 PART III ACCOUNTING METHOD: ALL EXPENSES ARE BASED UPON THE ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, PART IV, LINES 1, 3, 5: THE ORGANIZATION HAD TRANSFERS TO FOREIGN CORPORATIONS IN THE CURRENT FISCAL YEAR WHICH MET THE THRESHOLDS FOR FILING FORMS 926. FORMS 926 ARE ATTACHED TO THIS RETURN AS REQUIRED. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN CORPORATIONS BUT DID NOT MEET THE THRESHOLD FOR FILING FORM 5471. SOME OF THESE FOREIGN CORPORATIONS MAY BE PASSIVE FOREIGN INVESTMENT CORPORATIONS. THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 8621 AS THE DISTRIBUTIONS WERE NOT CATEGORIZED AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN PARTNERSHIPS BUT DID NOT MEET THRESHOLDS FOR FILING FORMS 8865. BEAR2BEAR BENEFIT 252859 18844 234015 61434 MEN'S BASKETBALL GOLF OUTING 64159 45309 18850 19092 317018 64153 252865 80526 80526 172339 1 HOUSING 189 164215 SCHOLARSHIPS 1472 58877442 COST TUITION REDUCTION SUMMER RESEARCH STIPENDS 29 107500 FACULTY STIPENDS 38 49500 PART I, LINE 2: URSINUS COLLEGE PROVIDED GRANTS TOTALING $164,215 TO 189 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $58,877,442 TO 1,472 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, AND ROOM AND BOARD FOR THE ACADEMIC YEAR 2024-25. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $107,500 TO 29 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING AND GRANTS TOTALING $49,500 TO 38 FACULTY MENTORS FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS AND FACULTY MEMBERS. X X X 0 1 X X X X X 0 0 0 0 0 0 0 1 0 ROBYN HANNIGAN PRESIDENT 492180 0 45000 0 0 0 22925 0 65646 0 625751 0 0 0 GUNDOLF GRAML PROVOST & SVP ACAD. & CAMPUS LIFE 298839 0 0 0 0 0 17333 0 7173 0 323345 0 0 0 TERRI ALBERTSON VP FOR FINANCE/ADMIN 277195 0 10000 0 0 0 16525 0 16373 0 320093 0 0 0 MICHELLE M YURKO VP. ADVANCEMENT/EXT. RELATIONS 280240 0 0 0 0 0 16800 0 1249 0 298289 0 0 0 MICHAEL KEATON VP FOR ENROLLMENT (UNTIL 02/25) 240524 0 0 0 0 0 14400 0 20197 0 275121 0 0 0 ROBERT CLOTHIER VP & GENERAL COUNSEL 231430 0 0 0 0 0 13800 0 18632 0 263862 0 0 0 LAURA MOLIKEN VP FOR CAMPUS LIFE 213673 0 0 0 0 0 12530 0 8244 0 234447 0 0 0 HEATHER C LOBBAN-VIRAVONG VP INCLUSION, CHIEF INCLUSION OFF. 186322 0 0 0 0 0 10710 0 19981 0 217013 0 0 0 JOHN BERNAT ASSOC. VP FOR ADVANCEMENT 150955 0 0 0 0 0 9033 0 19724 0 179712 0 0 0 CALE NELSON ASSOC. VP FOR FINANCE 161997 0 0 0 0 0 10373 0 547 0 172917 0 0 0 KELLY SORENSEN ASSOC. DEAN ACADEMIC AFFAIRS 136029 0 0 0 0 0 6005 0 19728 0 161762 0 0 0 ANDREW ECONOMOPOULOS PROF. BUSINESS & ECON. 144179 0 0 0 0 0 5720 0 5415 0 155314 0 0 0 PART I, LINE 1A HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING WAS TREATED AS TAXABLE COMPENSATION. CLEANING SERVICES FOR THE PRESIDENT'S PERSONAL QUARTERS WERE TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES CONSISTED OF CLEANING SERVICES FOR THE PRESIDENT'S HOUSE AS MENTIONED ABOVE. PART I, LINE 7 THE EMPLOYMENT CONTRACT STATES THAT DISCRETIONARY BONUSES MAY BE AWARDED BASED UPON THE EMPLOYEE'S PERFORMANCE EVALUATION. THE EVALUATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. A MCHEHA 232328939 613603WD7 2016-11-22 24357518 CONSTRUCTION OF FACILITIES 0 0 0 B MCHEHA 232328939 613603ZM4 2019-04-17 11761136 CURRENT REFINANCE OF BONDS 0 0 0 C PHEFA 232243852 70917TEX5 2022-04-12 9782501 CURRENT REFINANCE OF BONDS 0 0 0 D MCIDA 232245125 613609N44 2024-10-24 38327095 CURRENT REFINANCE OF BONDS 0 0 0 A 9900000 24410897 615193 242975 23499350 2019 0 0 1 1 B 11761136 184636 1406042 10170458 2019 1 0 1 1 C 890000 9782501 184999 9597502 2022 1 0 1 1 D 38327095 486160 37840935 2024 1 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 1 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 ISSUER NAME: PHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 ISSUER NAME: MCIDA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 70500 GRANTS & SCHOLARSHIPS TUITION & FEES PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 35000 GRANTS & SCHOLARSHIPS TUITION & FEES PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 35000 GRANTS & SCHOLARSHIPS TUITION & FEES PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 47500 GRANTS & SCHOLARSHIPS TUITION & FEES PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 35000 GRANTS & SCHOLARSHIPS TUITION & FEES PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. 46148 GRANTS & SCHOLARSHIPS TUITION & FEES SCHEDULE L, PART III GRANTS FOR TUITION AND FEES ARE PROVIDED ON THE SAME CRITERIA FOR ALL STUDENTS BASED ON ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. X 52 78522 APPRAISAL X 16 3704533 NYSE X BEAR2BEAR SILENT AUCTION ITEMS 55 42535 PURCHASE PRICE X CATERING 2 4539 COST 2 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B LINE 1 REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. THE NUMBERS IN COLUMN B FOR THE REST OF THE LINES REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE CATHERINE GECZIK IS A SCHOLARSHIP APPLICANT REVIEWER FOR THE ABELE FAMILY FOUNDATION. A TRUSTEE HAS RELATIVES WHO ARE ENROLLED AT THE COLLEGE AND RECEIVE FINANCIAL AID. TRUSTEES CYNTHIA MARTIN AND SUSAN STEWART HAVE A BUSINESS RELATIONSHIP. TRUSTEES FLYN CORSON AND KAREN SCHEU HAVE FAMILY RELATIONSHIPS WITH EMERITUS TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS DISTRIBUTED AND REVIEWED PRIOR TO FILING AT A SPECIALLY-CONVENED MEETING OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD IN ELECTRONIC FORMAT PRIOR TO FILING. A PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS USED FOR BOARD REVIEW. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THE STATEMENT EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS BEING SOURCES OF POTENTIAL CONFLICTS. THE EXECUTIVE COMMITTEE FOR THE COLLEGE MONITORS THE POLICY AND STATEMENTS MADE BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSIONS, OR BE PRESENT AT THE TIME OF VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE EMPLOYEES OF THE COLLEGE WHO REPORT DIRECTLY TO THE PRESIDENT (THE PRESIDENT'S COUNCIL). THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS WITHIN HIGHER EDUCATION, COMPARING DATA FROM CENTENNIAL CONFERENCE COLLEGES, PA COLLEGES AND D3 COLLEGES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 URSINUS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS ON ANNUITY LIABILITY -423,959. CHANGE IN CASH SURRENDER VALUE 2,971. LOSS ON BOND REFINANCING -51,485. 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