Form 990 for tax year 2022

Filed by MORAVIAN UNIVERSITY.

Totals

Total revenue: $132,107,742
Total expenses: $132,634,752
Contributions and grants received: $9,139,668
Grants paid: $47,968,285
Program service revenue: $112,239,693
Investment income: $9,337,194
Other revenue: $1,391,187
Total assets, end of year: $297,626,077
Total liabilities, end of year: $74,152,094
Net assets or fund balances, end of year: $223,473,983
Program services expenses (Part IX): $118,655,487
Management and general expenses: $11,495,124
Fundraising expenses: $2,484,141
Program service expenses (Part III): $118,655,487

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$102,067
1d · Related organizations

$0
1e · Government grants (contributions)

$1,327,660
1f · All other contributions, gifts and grants

$7,709,941
1g · Noncash contributions included above

$222,959
2a · Program service revenue: Tuition & Fees

total $99,257,613 · related or exempt $99,257,613 · unrelated business $0 · excluded $0
2b · Program service revenue: Dormitory fees & rentals

total $6,716,686 · related or exempt $6,716,686 · unrelated business $0 · excluded $0
2c · Program service revenue: Board Revenue

total $5,857,786 · related or exempt $5,857,786 · unrelated business $0 · excluded $0
2d · Program service revenue: Athletic Receipts

total $15,499 · related or exempt $15,499 · unrelated business $0 · excluded $0
2e · Program service revenue: Federal Admin Reimbursement

total $110,463 · related or exempt $110,463 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $281,646 · related or exempt $281,646 · unrelated business $0 · excluded $0
3 · Investment income

total $3,160,631 · related or exempt $0 · unrelated business $107,533 · excluded $3,053,098
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $796,051 · personal property $0
6b · Less rental expenses

real property $563,579 · personal property $0
6c · Rental income or loss

real property $232,472 · personal property $0
6d · Net rental income or loss

total $232,472 · related or exempt $101,946 · unrelated business $22,438 · excluded $108,088
7a · Gross sales of assets other than inventory

securities $24,386,795 · other assets $3,171,496
7b · Less cost or other basis and sales expenses

securities $20,320,311 · other assets $1,061,417
7c · Gain or loss

securities $4,066,484 · other assets $2,110,079
7d · Net gain or loss

total $6,176,563 · related or exempt $0 · unrelated business $0 · excluded $6,176,563
8a · Fundraising events: gross income

$74,900
8a · Fundraising events: contributions included on line 1c

$102,067
8b · Fundraising events: direct expenses

$90,190
8c · Net income from fundraising events

total -$15,290 · unrelated business $0 · excluded -$15,290
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11a · Other revenue: Student fees & fines

total $220,230 · related or exempt $0 · unrelated business $0 · excluded $220,230
11b · Other revenue: Miscellaneous

total $953,775 · related or exempt $0 · unrelated business $0 · excluded $953,775
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$1,174,005

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $47,968,285 · program services $47,968,285
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $2,750,210 · program services $1,362,216 · management and general $1,137,169 · fundraising $250,825
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $34,642,578 · program services $29,831,465 · management and general $3,669,311 · fundraising $1,141,802
8 · Pension plan contributions

total $2,015,643 · program services $1,730,873 · management and general $221,263 · fundraising $63,507
9 · Other employee benefits

total $5,163,227 · program services $4,338,942 · management and general $636,723 · fundraising $187,562
10 · Payroll taxes

total $2,610,751 · program services $2,174,135 · management and general $339,615 · fundraising $97,001
11a · Fees: management

total $934,515 · program services $934,515 · management and general $0 · fundraising $0
11b · Fees: legal

total $626,536 · program services $15,785 · management and general $610,751 · fundraising $0
11c · Fees: accounting

total $87,680 · program services $0 · management and general $87,680 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $590,843 · program services $0 · management and general $590,843 · fundraising $0
11g · Fees: other

total $474,239 · program services $250,205 · management and general $104,034 · fundraising $120,000
12 · Advertising and promotion

total $1,135,962 · program services $231,865 · management and general $904,097 · fundraising $0
13 · Office expenses

total $1,579,675 · program services $1,123,393 · management and general $349,328 · fundraising $106,954
14 · Information technology

total $2,223,091 · program services $1,439,484 · management and general $783,607 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $5,258,221 · program services $4,795,678 · management and general $419,253 · fundraising $43,290
17 · Travel

total $1,318,299 · program services $1,247,666 · management and general $58,352 · fundraising $12,281
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $1,909,264 · program services $1,775,958 · management and general $133,306 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $9,697,142 · program services $9,099,657 · management and general $597,485 · fundraising $0
23 · Insurance

total $853,890 · program services $1,106,703 · management and general -$255,335 · fundraising $2,522
24a · Other expenses: Food Services

total $4,446,629 · program services $4,420,157 · management and general $26,472 · fundraising $0
24b · Other expenses: Student Recruiting

total $764,455 · program services $764,455 · management and general $0 · fundraising $0
24c · Other expenses: Student Government

total $379,500 · program services $379,500 · management and general $0 · fundraising $0
24d · Other expenses: Athletics Other Costs

total $725,048 · program services $725,048 · management and general $0 · fundraising $0
24e · All other expenses

total $4,479,069 · program services $2,939,502 · management and general $1,081,170 · fundraising $458,397

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,981 · end of year $2,424
2 · Savings and temporary cash investments

beginning of year $14,828,204 · end of year $10,111,791
3 · Pledges and grants receivable

beginning of year $11,049,971 · end of year $8,708,333
4 · Accounts receivable

beginning of year $3,263,754 · end of year $3,850,877
7 · Other notes and loans receivable

beginning of year $1,060,804 · end of year $1,056,740
9 · Prepaid expenses and deferred charges

beginning of year $3,934,082 · end of year $4,141,483
10a · Land, buildings and equipment: cost or other basis

$260,247,836
10b · Land, buildings and equipment: accumulated depreciation

$139,437,237
10c · Land, buildings and equipment, net

beginning of year $123,370,413 · end of year $120,810,599
11 · Investments: publicly traded securities

beginning of year $86,857,196 · end of year $97,982,118
12 · Investments: other securities

beginning of year $45,537,506 · end of year $41,675,028
13 · Investments: program-related

beginning of year $5,554,480 · end of year $5,443,894
15 · Other assets

beginning of year $3,667,606 · end of year $3,842,790
17 · Accounts payable and accrued expenses

beginning of year $5,887,613 · end of year $5,564,674
19 · Deferred revenue

beginning of year $4,729,672 · end of year $5,630,475
20 · Tax-exempt bond liabilities

beginning of year $59,455,640 · end of year $56,397,282
25 · Other liabilities

beginning of year $7,115,988 · end of year $6,559,663
27 · Net assets without donor restrictions

beginning of year $87,115,393 · end of year $84,015,293
28 · Net assets with donor restrictions

beginning of year $134,823,691 · end of year $139,458,690

Mission and programs · 2022

Mission

Moravian University's revolutionary experience is focused on creating a community of learners where students work closely with professors to develop the skills and habits of the liberal arts and integrate them into professional careers through experiential learning. By focusing on the skills of communication, analysis, teamwork and leadership, ethical reasoning, global awareness and critical thinking, Moravian University prepares students with the transferable skills needed for any career. A Moravian education is unique in its use of history, skill of reflectivity and its encouragement to be producers. The founders of Moravian University were producers as well as educators, so a Moravian education focuses on the production of new knowledge, music, literature, art and technology. Students put all these skills into practice through undergraduate research, study abroad, internships, co-ops, certificates and first professional graduate degrees.

Activities or mission (Part I)

Moravian University's liberal arts education prepares each individual for a reflective life, fulfilling careers, and transformative leadership in a world of change.

Liberal Arts University: Moravian University operates an independent, residential liberal arts University affiliated with the Moravian Church in America. The University offers undergraduate and graduate programs to prepare men and women for advanced study and continuous learning, individual achievement, and leadership and service for the common good. Moravian University and its Theological Seminary educate a diverse group of students from a variety of socioeconomic, religious, racial and ethnic backgrounds. During the year ended June 30, 2023, the University had enrollment of 1992 full-time equivalent students in the undergraduate program and 553 full-time equivalent students in the graduate programs.

Expenses $107,610,880 · Grants $47,827,897 · Revenue $100,407,233
Theological Seminary: Moravian Theological Seminary offers graduate degrees and continuing education programs to prepare men and women for effective leadership and service in congregational, counseling, chaplaincy, teaching, and other ministries. The Seminary is rooted in the Moravian faith tradition-centered in Jesus Christ, grounded in Scripture, ecumenical in spirit, committed to community, and focused on missional leadership. Average full-time equivalent enrollment for the year ended June 30, 2023 was 20.

Expenses $1,284,733 · Grants $140,388 · Revenue $416,324
Auxiliary Enterprises: Moravian University provides textbooks, educational materials and supplies through its bookstore, living accommodations through its dormitories and provides nutritious meals through its food services to the students listed in Part III, lines 4a and 4b.

Expenses $9,759,874 · Revenue $12,574,472

As filed on the 2022 return.

Listed in Part VII

Dr Bryon L Grigsby

President/University & Seminary Trustee

Total calculated

$589,447

From this org

$516,645

From related orgs

$0

Other

$72,802

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$414,332

Bonus

$97,089

Other

$5,224

Deferred

$24,400

Nontaxable benefits

$48,402

Filer's total

$589,447
Ms Jill C Anderson

VP Development & Alumni Engagement

Total calculated

$236,044

From this org

$198,337

From related orgs

$0

Other

$37,707

Hours/week

40

Schedule J breakdown matched by us

Base

$197,818

Bonus

$0

Other

$519

Deferred

$16,641

Nontaxable benefits

$21,066

Filer's total

$236,044
Ms Nicole Loyd

EVP University Life/COO/Dean of Students

Total calculated

$226,278

From this org

$200,690

From related orgs

$0

Other

$25,588

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$200,430

Bonus

$0

Other

$260

Deferred

$16,200

Nontaxable benefits

$9,389

Filer's total

$226,279
Mark F Reed

VP for Finance & Administration

Total calculated

$226,227

From this org

$208,120

From related orgs

$0

Other

$18,107

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$206,972

Bonus

$0

Other

$1,148

Deferred

$16,636

Nontaxable benefits

$1,471

Filer's total

$226,227
Mr Scott T Dams

VP for Enrollment & Marketing

Total calculated

$222,691

From this org

$178,099

From related orgs

$0

Other

$44,592

Hours/week

40

Schedule J breakdown matched by us

Base

$177,637

Bonus

$0

Other

$461

Deferred

$15,064

Nontaxable benefits

$29,528

Filer's total

$222,690
Carol A Traupman-Carr

Provost & Dean of Faculty

Total calculated

$221,712

From this org

$162,008

From related orgs

$0

Other

$59,704

Hours/week

40

Schedule J breakdown matched by us

Base

$161,118

Bonus

$0

Other

$889

Deferred

$13,480

Nontaxable benefits

$46,224

Filer's total

$221,711
James Reece Scifers

Chair of Rehabilitation Sciences

Total calculated

$198,084

From this org

$158,454

From related orgs

$0

Other

$39,630

Hours/week

40

Schedule J breakdown matched by us

Base

$158,122

Bonus

$0

Other

$332

Deferred

$11,684

Nontaxable benefits

$27,946

Filer's total

$198,084
Gene Christopher Hunt

Vice President DEI

Total calculated

$173,004

From this org

$140,921

From related orgs

$0

Other

$32,083

Hours/week

40

Schedule J breakdown matched by us

Base

$140,866

Bonus

$0

Other

$55

Deferred

$7,820

Nontaxable benefits

$24,263

Filer's total

$173,004
David Brandes

Vice President Information Technology

Total calculated

$159,640

From this org

$147,616

From related orgs

$0

Other

$12,024

Hours/week

40

Schedule J breakdown matched by us

Base

$146,698

Bonus

$0

Other

$918

Deferred

$11,736

Nontaxable benefits

$288

Filer's total

$159,640
Mrs Heather H Vacek

Seminary Trustee

Total calculated

$153,819

From this org

$133,538

From related orgs

$0

Other

$20,281

Hours/week

40

Schedule J breakdown matched by us

Base

$133,254

Bonus

$0

Other

$284

Deferred

$10,834

Nontaxable benefits

$9,446

Filer's total

$153,818
Jon Conrad

Vice President Human Resources

Total calculated

$153,624

From this org

$140,402

From related orgs

$0

Other

$13,222

Hours/week

40

Schedule J breakdown matched by us

Base

$139,258

Bonus

$0

Other

$1,143

Deferred

$11,252

Nontaxable benefits

$1,969

Filer's total

$153,622
Ms Elaine C Deitch

Chief of Staff

Total calculated

$143,211

From this org

$107,448

From related orgs

$0

Other

$35,763

Hours/week

40

Schedule J breakdown matched by us

Base

$106,933

Bonus

$0

Other

$515

Deferred

$9,189

Nontaxable benefits

$26,573

Filer's total

$143,210
Paulette Dorney

Associate Professor

Total calculated

$128,467

From this org

$100,089

From related orgs

$0

Other

$28,378

Hours/week

40
Charles Riddick Weber

Associate Professor

Total calculated

$99,010

From this org

$73,342

From related orgs

$0

Other

$25,668

Hours/week

40
Dr Axel Hildebrandt

University Trustee

Total calculated

$83,797

From this org

$69,018

From related orgs

$0

Other

$14,779

Hours/week

40
Dr Curtis H Barnette

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Ray S Bishop Jr

University Trustee

Total calculated

$0

Hours/week

2 + 0.5 related
Mr C J Brown

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Todd Bateson

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Brian J Corvino

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Thomas Ike

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Michael M Ellis

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Robert Flicker

University Trustee

Total calculated

$0

Hours/week

1.5
Rev Melissa L Johnson

University Trustee

Total calculated

$0

Hours/week

1.5
Ms Hilary Wandall

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Andrew W Hart

University Trustee

Total calculated

$0

Hours/week

1.5
Mr David Jones

University Trustee

Total calculated

$0

Hours/week

1.5
Miss Emma Lenthe

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Michael Lazari Karapetian

University Trustee

Total calculated

$0

Hours/week

1.5
Mrs Deborah McKinnon

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Brian H Oswald

University Trustee

Total calculated

$0

Hours/week

2 + 0.5 related
Dr William S Schaninger Jr

University Trustee

Total calculated

$0

Hours/week

1.5
Dr Honnie P Spencer

University Trustee

Total calculated

$0

Hours/week

1.5
Rev Christopher Thore

University Trustee

Total calculated

$0

Hours/week

1.5
Mr David Zinczenko

University Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Elizabeth D Miller

University/Seminary Trustee

Total calculated

$0

Hours/week

1.5
Mr George Wacker

University/Seminary Trustee

Total calculated

$0

Hours/week

1.5
Mr Brian R Bodager

Seminary Trustee

Total calculated

$0

Hours/week

1.5
Bishop Hopeton Clennon

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Judith Ganz

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Eileen Edwards

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Amy Gohdes-Luhman

Seminary Trustee

Total calculated

$0

Hours/week

1.5
Mr Joseph Kroboth

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Nola Reed Knouse

Seminary Trustee

Total calculated

$0

Hours/week

1.5
Mr W Kirk Sanders

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Katie Van Der Linden

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev F Jeffrey VanOrden

Seminary Trustee

Total calculated

$0

Hours/week

1.5
Ms Helen Kurczynski

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Janice M Young

Seminary Trustee

Total calculated

$0

Hours/week

1.5
The Rev Fran Spier Saylor

Seminary Trustee

Total calculated

$0

Hours/week

1.5
Mr Hugh Norwood

University Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Cornelius Routh

University Trustee

Total calculated

$0

Hours/week

1.5
Mr Michael Stoudt Jr

University Trustee

Total calculated

$0

Hours/week

1.5
The Rev Dr Dion Christopher

Seminary Trustee

Total calculated

$0

Hours/week

1.5

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 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a: Moravian University provides housing to the President of the University. The house is adjacent to the campus, and the University requires, as a condition of employment, that the President reside there. This is not taxable income. Also, the University maintains a social club membership in the name of the President. The social club is used by the President and any personal charges are reimbursed to the University monthly. The University provides limited housekeeping services for the President relative to university functions. Accordingly, the social club membership and limited housekeeping services are not included in taxable income.
Schedule J, Part I, Line 4: The President participates in a supplemental 457b non-qualified plan.
Schedule J, Part I, Line 7: The President's variable compensation was paid based upon criteria determined by the Board of Trustees.

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.

Moravian College Housing Inc

501 (c)(3) · to provide housing and classroom space · PA · controlled entity

Directly controlled by Moravian University
ALPHA ALPHA ALPHA

501(c)(3) · Provide support for first-generation students within and across college chapters. · PA · controlled entity

Directly controlled by Moravian University

Provenance

Return type: form_990
Tax year: 2022
Filed: 25 April 2024
IRS schema version: 2022v5.0
Source object: 202431169349301913

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.