Totals
- Total revenue
- $267,421,663
- Total expenses
- $280,027,890
- Contributions and grants received
- $10,234,775
- Grants paid
- $110,811,473
- Program service revenue
- $249,962,004
- Investment income
- $7,000,225
- Other revenue
- $224,659
- Total assets, end of year
- $406,165,961
- Total liabilities, end of year
- $168,150,917
- Net assets or fund balances, end of year
- $238,015,044
- Program services expenses (Part IX)
- $247,402,825
- Management and general expenses
- $29,722,680
- Fundraising expenses
- $2,902,385
- Program service expenses (Part III)
- $247,402,825
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STACEY M ROBERTSON PHD
PRESIDENT
- Total calculated
- $685,789
- From this org
- $615,460
- From related orgs
- $0
- Other
- $70,329
- Hours/week
- 60 + 0.3 related
Schedule J breakdown matched by us
- Base
- $447,802
- Bonus
- $75,000
- Other
- $92,658
- Deferred
- $5,625
- Nontaxable benefits
- $64,704
- Filer's total
- $685,789
-
ANDREW WORKMAN
PROVOST
- Total calculated
- $423,554
- From this org
- $390,707
- From related orgs
- $0
- Other
- $32,847
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $292,399
- Bonus
- $50,000
- Other
- $48,308
- Deferred
- $8,262
- Nontaxable benefits
- $24,585
- Filer's total
- $423,554
-
LINDA KIRALY GILBERT
VP FOR ADMINISTRATION & FINANCE
- Total calculated
- $388,411
- From this org
- $368,007
- From related orgs
- $0
- Other
- $20,404
- Hours/week
- 60 + 1.3 related
Schedule J breakdown matched by us
- Base
- $260,971
- Bonus
- $75,000
- Other
- $32,036
- Deferred
- $7,395
- Nontaxable benefits
- $13,009
- Filer's total
- $388,411
-
THERESA TRAVIS
VP ADVANCEMENT
- Total calculated
- $349,268
- From this org
- $312,756
- From related orgs
- $0
- Other
- $36,512
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $233,839
- Bonus
- $50,000
- Other
- $28,917
- Deferred
- $6,194
- Nontaxable benefits
- $30,318
- Filer's total
- $349,268
-
JOSEPH HOWARD
VP FOR ENROLLMENT
- Total calculated
- $331,292
- From this org
- $313,581
- From related orgs
- $0
- Other
- $17,711
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $215,026
- Bonus
- $75,000
- Other
- $23,555
- Deferred
- $5,993
- Nontaxable benefits
- $11,718
- Filer's total
- $331,292
-
FRED AKL
DEAN SCHOOL OF ENGINEERING
- Total calculated
- $321,456
- From this org
- $283,402
- From related orgs
- $0
- Other
- $38,054
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $249,797
- Bonus
- $0
- Other
- $33,605
- Deferred
- $15,975
- Nontaxable benefits
- $22,079
- Filer's total
- $321,456
-
KATHRYN HERSCHEDE
VP FOR STRATEGIC INITIATIVES
- Total calculated
- $319,074
- From this org
- $301,731
- From related orgs
- $0
- Other
- $17,343
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $203,200
- Bonus
- $75,000
- Other
- $23,531
- Deferred
- $5,737
- Nontaxable benefits
- $11,606
- Filer's total
- $319,074
-
ALICIA KELLY
VICE DEAN, DELAWARE LAW
- Total calculated
- $313,126
- From this org
- $222,140
- From related orgs
- $0
- Other
- $90,986
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $211,458
- Bonus
- $0
- Other
- $10,682
- Deferred
- $6,375
- Nontaxable benefits
- $84,611
- Filer's total
- $313,126
-
ERIC BEHRENS
VP FOR LIBRARY & INFORMATION SYSTEMS
- Total calculated
- $290,090
- From this org
- $259,606
- From related orgs
- $0
- Other
- $30,484
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $197,216
- Bonus
- $50,000
- Other
- $12,390
- Deferred
- $5,398
- Nontaxable benefits
- $25,086
- Filer's total
- $290,090
-
MICHELLE DAVIS
CHIEF DIVERSITY OFFICER
- Total calculated
- $285,203
- From this org
- $269,398
- From related orgs
- $0
- Other
- $15,805
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $192,273
- Bonus
- $65,125
- Other
- $12,000
- Deferred
- $5,100
- Nontaxable benefits
- $10,705
- Filer's total
- $285,203
-
ANTHONY R WHEELER
DEAN SCHOOL OF BUSINESS
- Total calculated
- $273,020
- From this org
- $241,444
- From related orgs
- $0
- Other
- $31,576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,652
- Bonus
- $0
- Other
- $792
- Deferred
- $6,120
- Nontaxable benefits
- $25,456
- Filer's total
- $273,020
-
ANNE M KROUSE
DEAN SCHOOL OF NURSING
- Total calculated
- $265,336
- From this org
- $247,443
- From related orgs
- $0
- Other
- $17,893
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,568
- Bonus
- $0
- Other
- $27,875
- Deferred
- $6,101
- Nontaxable benefits
- $11,792
- Filer's total
- $265,336
-
MICHAEL HUSSEY
DEAN, COMMONWEALTH LAW
- Total calculated
- $240,364
- From this org
- $231,654
- From related orgs
- $0
- Other
- $8,710
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $212,761
- Bonus
- $0
- Other
- $18,893
- Deferred
- $5,763
- Nontaxable benefits
- $2,947
- Filer's total
- $240,364
-
PAUL S BEIDEMAN
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
JAMES J MACK III
VICE CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
CYNTHIA H SARNOSKI PHD
VICE CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
NANCY G HESSE
TREASURER OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
EUGENE D MCGURK JR ESQ
SECRETARY OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
JOHN H TILELLI JR
PAST CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
DOMENIC C COLASANTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DEXTER HAMILTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JAMES J HARGADON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
J MATTHEW HARTLEY PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JAMES W HIRSCHMANN III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ANTOINETTE LEATHERBERRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHRISTIAN NASCIMENTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MIGUEL O PENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
IRAKLIS PROKOPAKIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CATHERINE PULOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
LOUIS RODRIGUEZ JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TIMOTHY SPEISS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MIN S SUH ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD LP TAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DOUGLAS M WOLFBERG ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARITZA GARCIA
STUDENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
The filer's explanations (Part III)
- PART I, LINE 1A
- HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: FOR THE PRESIDENT OF THE UNIVERSITY, HOUSING IS REQUIRED BY THE UNIVERSITY AS A CONDITION OF EMPLOYMENT. THE USE OF THE HOUSE IS EXCLUDED FROM INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 119(A)(2). THE FAIR RENTAL VALUE OF THE HOUSING IS $38,444 AND IS INCLUDED IN THE AMOUNT REPORTED AS NONTAXABLE BENEFITS ON SCHEDULE J, PART II, COLUMN D. HEALTH OR SOCIAL CLUBS: THE UNIVERSITY MAINTAINS A WRITTEN ACCOUNTABLE POLICY REGARDING THE PAYMENT OR REIMBURSEMENT OF SOCIAL AND HEALTH CLUBS. FOR FY24, $24,963 WAS PAID TO THE UNION LEAGUE OF PHILADELPHIA FOR THE PRESIDENT TO CONDUCT UNIVERSITY BUSINESS AT THE CLUB. THIS AMOUNT IS NOT TREATED AS TAXABLE INCOME. PERSONAL SERVICES: OFFICERS AND KEY EMPLOYEES MAY USE A CAR SERVICE FOR EXTENDED TRAVEL IN ORDER TO CONDUCT UNIVERSITY BUSINESS. THIS AMOUNT IS NOT TREATED AS TAXABLE INCOME. THE UNIVERSITY ALSO PROVIDES CLEANING SERVICES FOR THE PRESIDENT'S RESIDENCE. FOR STACEY M. ROBERTSON, PH.D., THE FAIR VALUE OF THIS SERVICE IS $1,532 AND IS INCLUDED IN THE AMOUNT REPORTED AS TAXABLE INCOME ON SCHEDULE J, PART II, COLUMN B(III).
- PART I, LINE 4B
- THE UNIVERSITY PROVIDES A NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WITH A BENEFIT OF $300,000 TO STACEY M. ROBERTSON, PH.D., PRESIDENT. THIS BENEFIT FULLY VESTS ON JUNE 30, 2027, PROVIDED DR. ROBERTSON REMAINS CONTINUOUSLY EMPLOYED THROUGH THAT DATE AS PRESIDENT. CONTRIBUTIONS TO THE PLAN SHALL VEST IN FULL IMMEDIATELY UPON THE DEATH OR PERMANENT DISABILITY OF DR. ROBERTSON OR, IN THE EVENT OF THE TERMINATION OF HER EMPLOYMENT WITHOUT SERIOUS CAUSE PRIOR TO JUNE 30, 2027, CONTRIBUTIONS TO THE PLAN SHALL VEST ON A PRO-RATA BASIS DETERMINED BY THE CALCULATION RESULTING FROM THE NUMBER OF MONTHS OF SERVICE COMPLETED AS PRESIDENT AS THE NUMERATOR DIVIDED BY THE 60 MONTH SERVICE PERIOD OF THE TERM AS THE DENOMINATOR. THE UNIVERSITY DID NOT MAKE ANY SECTION 457(F) PLAN DEFERRALS OR PAYMENTS DURING THE TAX YEAR.
- PART I, LINE 7
- IT IS THE POLICY OF THE BOARD TO AWARD BONUS COMPENSATION TO ITS EXECUTIVES, AT THE DISCRETION OF THE BOARD, FOR SERVICES AND PERFORMANCE RENDERED TO THE UNIVERSITY. GENERALLY, BONUS COMPENSATION TO EXECUTIVES WILL NOT EXCEED 20% OF TOTAL ANNUAL COMPENSATION WITHOUT COMPELLING REASONS SIMILAR TO THOSE CONSIDERED BY THE BOARD IN EXCESS OF THE POLICY RANGE ADOPTED BY THE BOARD. WHEN SUCH EXCEPTIONS ARISE, THE BOARD SHALL SET FORTH A STATEMENT OF REASONS SUPPORTING THE DEPARTURE FROM THE BOARD'S ESTABLISHED EXECUTIVE COMPENSATION POLICY.
- PART I, LINE 8
- THE UNIVERSITY ENTERED INTO AN EMPLOYMENT AGREEMENT WITH STACEY M. ROBERTSON, PH.D., PRESIDENT, ON FEBRUARY 7, 2022. THIS EMPLOYMENT AGREEMENT COVERS THE PERIOD JULY 1, 2022 TO JUNE 30, 2027.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE NEUROPSYCHOLOGY ASSESSMENT CENTER
501(C)(3) · EDUCATION · PA · controlled entity
Directly controlled by WIDENER UNIVERSITY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · INACTIVE · PA · 100% owned · controlled entity
Directly controlled by WIDENER UNIVERSITY
-
C · REAL ESTATE · PA · 100% owned · share of assets $648,685 · controlled entity
Directly controlled by WIDENER UNIVERSITY
-
C · RESTAURANT (DISSOLVED) · PA · 100% owned
Directly controlled by WIDENER UNIVERSITY
-
CARES TWENTY ONE SRL
C · REAL ESTATE (DISSOLVED) · CS · 100% owned
Directly controlled by PIONEER PUB OF WIDENER INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541309349300919
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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