Totals
- Total revenue
- $117,421,560
- Total expenses
- $103,670,980
- Contributions and grants received
- $14,871,495
- Grants paid
- $28,139,715
- Program service revenue
- $82,787,001
- Investment income
- $19,545,904
- Other revenue
- $217,160
- Total assets, end of year
- $217,295,408
- Total liabilities, end of year
- $85,287,626
- Net assets or fund balances, end of year
- $132,007,782
- Program services expenses (Part IX)
- $86,370,290
- Management and general expenses
- $15,770,207
- Fundraising expenses
- $1,530,483
- Program service expenses (Part III)
- $86,370,290
Program services were 83.3% 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.
-
1e · Government grants (contributions)
$8,030,175
-
1f · All other contributions, gifts and grants
$6,841,320
-
1g · Noncash contributions included above
$52,101
-
2a · Program service revenue: TUITION AND FEES
total $73,153,273 · related or exempt $73,153,273
-
2b · Program service revenue: AUXILIARY ENTERPRISES
total $9,633,728 · related or exempt $9,633,728
-
3 · Investment income
total $1,289,188 · unrelated business $3,672 · excluded $1,285,516
-
6a · Gross rents
real property $2,650,971
-
6b · Less rental expenses
real property $2,433,811
-
6c · Rental income or loss
real property $217,160
-
6d · Net rental income or loss
total $217,160 · unrelated business -$7,335 · excluded $224,495
-
7a · Gross sales of assets other than inventory
securities $38,569,424 · other assets $641,511
-
7b · Less cost or other basis and sales expenses
securities $20,954,219 · other assets $0
-
7c · Gain or loss
securities $17,615,205 · other assets $641,511
-
7d · Net gain or loss
total $18,256,716 · excluded $18,256,716
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $25,000 · program services $25,000
-
2 · Grants to domestic individuals
total $27,984,315 · program services $27,984,315
-
3 · Grants to foreign organizations and individuals
total $130,400 · program services $130,400
-
5 · Compensation of officers, directors and key employees
total $2,220,079 · program services $1,672,317 · management and general $473,921 · fundraising $73,841
-
7 · Other salaries and wages
total $31,211,498 · program services $23,666,140 · management and general $6,499,569 · fundraising $1,045,789
-
8 · Pension plan contributions
total $1,827,427 · program services $1,372,075 · management and general $385,291 · fundraising $70,061
-
9 · Other employee benefits
total $3,477,892 · program services $2,258,412 · management and general $1,149,671 · fundraising $69,809
-
10 · Payroll taxes
total $2,342,385 · program services $1,803,867 · management and general $461,518 · fundraising $77,000
-
11b · Fees: legal
total $35,626 · management and general $35,626
-
11c · Fees: accounting
total $19,282 · management and general $19,282
-
11d · Fees: lobbying
total $61,741 · program services $61,741
-
11f · Fees: investment management
total $280,298 · management and general $280,298
-
11g · Fees: other
total $8,260,927 · program services $3,930,762 · management and general $4,241,638 · fundraising $88,527
-
12 · Advertising and promotion
total $2,793,715 · program services $2,773,201 · management and general $20,514
-
13 · Office expenses
total $806,115 · program services $716,609 · management and general $40,975 · fundraising $48,531
-
16 · Occupancy
total $754,279 · program services $499,613 · management and general $254,666
-
17 · Travel
total $1,765,286 · program services $1,697,908 · management and general $20,691 · fundraising $46,687
-
20 · Interest
total $2,912,224 · program services $2,418,138 · management and general $494,086
-
22 · Depreciation, depletion and amortization
total $8,527,255 · program services $7,496,741 · management and general $1,030,514
-
23 · Insurance
total $182,509 · program services $94,181 · management and general $88,328
-
24a · Other expenses: SUPPLIES EXPENSE
total $4,507,017 · program services $4,336,203 · management and general $167,099 · fundraising $3,715
-
24b · Other expenses: ACADEMIC DEPT PROGRAMS
total $1,753,033 · program services $1,719,165 · management and general $33,868 · fundraising $0
-
24c · Other expenses: FOOD SERVICE
total $1,699,236 · program services $1,686,652 · management and general $6,061 · fundraising $6,523
-
24d · Other expenses: TAXES
total $60,515 · program services $0 · management and general $60,515 · fundraising $0
-
24e · All other expenses
total $32,926 · program services $26,850 · management and general $6,076
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $3,601,509
-
2 · Savings and temporary cash investments
beginning of year $7,496,290 · end of year $4,000,506
-
3 · Pledges and grants receivable
beginning of year $1,938,976 · end of year $3,112,022
-
4 · Accounts receivable
beginning of year $1,300,368 · end of year $7,579,513
-
5 · Loans and receivables from officers and key people
beginning of year $375,000 · end of year $500,000
-
7 · Other notes and loans receivable
beginning of year $239,332 · end of year $148,089
-
9 · Prepaid expenses and deferred charges
beginning of year $743,127 · end of year $1,037,068
-
10a · Land, buildings and equipment: cost or other basis
$245,749,298
-
10b · Land, buildings and equipment: accumulated depreciation
$124,467,449
-
10c · Land, buildings and equipment, net
beginning of year $114,417,946 · end of year $121,281,849
-
11 · Investments: publicly traded securities
beginning of year $64,510,699 · end of year $52,445,866
-
12 · Investments: other securities
beginning of year $20,786,082 · end of year $19,297,129
-
15 · Other assets
beginning of year $4,064,575 · end of year $4,291,857
-
17 · Accounts payable and accrued expenses
beginning of year $9,359,270 · end of year $9,417,047
-
18 · Grants payable
beginning of year $927,478 · end of year $847,824
-
19 · Deferred revenue
beginning of year $4,322,834 · end of year $4,490,918
-
20 · Tax-exempt bond liabilities
beginning of year $54,217,703 · end of year $55,210,329
-
23 · Secured mortgages and notes payable
beginning of year $2,125,440 · end of year $1,293,384
-
25 · Other liabilities
beginning of year $12,996,697 · end of year $14,028,124
-
27 · Net assets without donor restrictions
beginning of year $20,356,189 · end of year $14,392,893
-
28 · Net assets with donor restrictions
beginning of year $111,566,784 · end of year $117,614,889
Mission and programs · 2022
Mission
CHATHAM UNIVERSITY PREPARES WOMEN AND MEN TO BE WORLD READY: TO BUILD LIVES OF PURPOSE AND VALUE AND FULFILLING WORK. (SEE CONTINUATION ON SCHEDULE O) IN ADDITION TO APPROPRIATE PROFESSIONAL SKILLS AND LIBERAL ARTS LEARNING, CHATHAM BELIEVES THAT WORLD READINESS MEANS BEING AN INFORMED AND ENGAGED CITIZEN IN ONE'S COMMUNITIES; RECOGNIZING AND RESPECTING DIVERSITY OF CULTURE, IDENTITY AND OPINION; AND LIVING SUSTAINABLY ON THE PLANET.
Activities or mission (Part I)
PROVISION OF UNDERGRADUATE AND GRADUATE EDUCATION.
-
ACADEMIC AND INSTRUCTIONAL EDUCATION: SEE CONTINUATION ON SCHEDULE OACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, CHATHAM UNIVERSITY IS A COED INSTITUTION THAT GRANTS BACHELOR, MASTER AND DOCTORATE LEVEL DEGREES THROUGH FOUR DISTINCTIVE SCHOOLS: THE FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT (HOUSED WITHIN OUR EDEN HALL CAMPUS, THE WORLD'S FIRST CAMPUS BUILT FROM THE GROUND UP FOR THE STUDY OF SUSTAINABILITY), THE SCHOOL OF HEALTH SCIENCES, THE SCHOOL OF ARTS, SCIENCE AND BUSINESS, AND THE SCHOOL OF CONTINUING AND PROFESSIONAL STUDIES. STUDENTS CAN CHOOSE FROM OVER 40 UNDERGRADUATE MAJORS AND OVER 20 MASTERS AND DOCTORAL PROGRAMS, AND ONLINE COURSES OF STUDY. THE UNIVERSITY'S TOTAL ENROLLMENT AS OF FALL 2023 WAS 2,319 STUDENTS. STUDENT AND COMMUNITY SERVICES: CHATHAM UNIVERSITY STRIVES TO DEVELOP THE WHOLE STUDENT - BOTH IN AND OUTSIDE THE CLASSROOM. WE OFFER ON AND OFF-CAMPUS OPPORTUNITIES FOR PROFESSIONAL SKILL-BUILDING AND EXPERIENTIAL LEARNING. INTERNSHIPS AND MENTORSHIPS OFFER SUPPORT. STUDENT AFFAIRS PLAY AN INTEGRAL ROLE IN HELPING OUR STUDENTS ENHANCE THEIR PHYSICAL, MENTAL, AND SOCIAL WELL-BEING. COUGARS CARE, AN EARLY INTERVENTION SYSTEM TO AID STUDENTS IN NEED AND CELEBRATE STUDENT SUCCESS, PLAYS A CRUCIAL ROLE IN IDENTIFYING STUDENTS WHO MAY BENEFIT FROM ADDITIONAL SUPPORT AND HELPS FACILITATE INFORMATION SHARING. STUDENTS HAVE A VARIETY OF OPPORTUNITIES HIGHLIGHTED IN THE ANNUAL ACTIVITIES CALENDAR FEATURING OVER 300 EVENTS AND HAPPENINGS THROUGHOUT THE YEAR. STUDENTS LIVING ON CAMPUS ARE WELCOMED INTO A LIVING AND LEARNING ENVIRONMENT WHERE WELLNESS AND A STRONG SENSE OF COMMUNITY PREVAIL. CHATHAM HAS BEEN SELECTED AS ONE OF ONLY A SMALL NUMBER OF UNIVERSITIES FOR THE 2022 PRINCETON REVIEW'S GREEN HONOR ROLL, WHICH RECOGNIZES THE MOST ENVIRONMENTALLY RESPONSIBLE COLLEGES ACROSS THE UNITED STATES. CHATHAM EARNED A PERFECT GREEN RATING SCORE 99 OUT OF 99, WHICH MEASURES "A SCHOOL'S PERFORMANCE AS AN ENVIRONMENTALLY AWARE AND PREPARED INSTITUTION." AS PART OF A HOLISTIC APPROACH TO STUDENT DEVELOPMENT, THE OFFICE OF STUDENT HEALTH AND WELLNESS IS RESPONSIBLE FOR COORDINATING THE PHYSICAL, MENTAL, AND WELLNESS LIFESTYLE OF OUR STUDENTS, PROVIDING SOCIAL AND SUPPORT SERVICES TO OUR STUDENTS AND THE CHATHAM COMMUNITY. LIBRARY SERVICES: THE JENNIE KING MELLON LIBRARY HAS ADDED NEW RESOURCES THAT SUPPORT THE LEARNING AND TEACHING MISSION OF CHATHAM UNIVERSITY, INCLUDING A NUMBER OF FULL-TEXT JOURNAL DATABASES. THE LIBRARY STAFF CONTINUES TO DEVOTE SIGNIFICANT AMOUNTS OF TIME TO RESEARCH CONSULTATIONS. THE ARCHIVE COLLECTION HAS BENEFITTED FROM ENDOWED SUPPORT AND INCREASED STAFF HOURS TO AID IN DOCUMENTATION, ORGANIZATION, AND PRESERVATION.THE UNIVERSITY HOSTS NUMEROUS EVENTS ON CAMPUS, MANY OF WHICH ARE SPONSORED BY FUNDED CENTERS INCLUDING THE CENTER FOR WOMEN'S ENTREPRENEURSHIP, THE PENNSYLVANIA CENTER FOR WOMEN IN POLITICS, AND THE WOMEN'S INSTITUTE. OUR NEWEST ADDITION, THE CENTER FOR REGIONAL AGRICULTURE, FOOD, AND TRANSFORMATION, IS FUNDED BY A 2022 GRANT FROM THE USDA AND SUPPORTS THE COMMUNITY AND EDUCATES STUDENTS ON ISSUES RELATED TO FOOD SYSTEMS. IN ADDITION, VARIOUS PERFORMING AND VISUAL ARTS EVENTS, PARTICULARLY THOSE FOCUSING ON THE THEMATIC MISSIONS OF THE UNIVERSITY (GLOBAL, SUSTAINABILITY AND THE ENVIRONMENT, AND ENGAGEMENT AND RESPONSIBILITY) ARE HELD THROUGHOUT THE ACADEMIC YEAR THAT ARE FREE AND OPEN TO THE PUBLIC.
Expenses $80,172,496 · Grants $28,139,715 · Revenue $73,153,273
-
AUXILIARY SERVICES: SEE CONTINUATION ON SCHEDULE OIN MAY 2008, THE UNIVERSITY RECEIVED THE 388-ACRE EDEN HALL FARM CAMPUS AS A GIFT FROM THE EDEN HALL FOUNDATION. LOCATED NORTH OF PITTSBURGH IN RICHLAND TOWNSHIP AND APPROXIMATELY 20 MILES FROM CHATHAM'S HISTORIC SHADYSIDE CAMPUS, EDEN HALL CAMPUS IS HOME TO OUR FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT AND OFFERS UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AS WELL AS PROGRAMMING FOR THE SURROUNDING COMMUNITIES. THE UNIVERSITY OWNS THE OLDEST CIVIL WAR-ERA HOME ON FIFTH AVENUE, THE HOWE-CHILDS GATE HOUSE, WHICH NOW SERVES AS A GUEST HOUSE FOR UNIVERSITY VISITORS AS WELL AS HEADQUARTERS FOR THE CAMPUS ARBORETUM. THE UNIVERSITY IS HOME TO THE OLKES COLLECTION OF AFRICAN ART, ONE OF THE MOST SIGNIFICANT COLLECTIONS OF AFRICAN TRIBAL ART IN THE TRISTATE REGION. CHATHAM OFFERS A NATIONAL COLLEGIATE ATHLETIC ASSOCIATION (NCAA) DIVISION III ATHLETIC PROGRAM FEATURING TWENTY-ONE VARSITY SPORTS (ELEVEN WOMEN'S AND TEN MEN'S), ANCHORED OUT OF OUR IMPRESSIVE 78,000 SQUARE FOOT ATHLETIC AND FITNESS CENTER. IN 2020, THE UNIVERSITY COMPLETED THE RENOVATION OF UPMC GRAHAM FIELD, THE HISTORIC HOME OF WILKINSBURG HIGH SCHOOL FOOTBALL. UPMC GRAHAM FIELD IS THE HOME FIELD FOR THE UNIVERSITY'S MENS AND WOMENS' SOCCER AND LACROSSE TEAMS AND IS AVAILABLE FOR LOCAL HIGH SCHOOL AND COMMUNITY ATHLETIC PROGRAMS' USE. THE RENOVATION WAS FUNDED IN PART BY THE COMMONWEALTH OF PENNSYLVANIA, HONORABLE TOM WOLF, GOVERNOR, UPMC, DOLLAR BANK AND THE RUST FOUNDATION.
Expenses $6,197,794 · Revenue $9,633,728
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DAVID FINEGOLD
PRESIDENT (EXIT 5/23)
- Total calculated
- $618,621
- From this org
- $463,732
- From related orgs
- $0
- Other
- $154,889
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $439,471
- Bonus
- $0
- Other
- $24,261
- Deferred
- $111,051
- Nontaxable benefits
- $43,838
- Filer's total
- $618,621
-
DAVID M HALL
CHAIR
- Total calculated
- $0
- Hours/week
- 3.5
-
KENT MCELHATTAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3.5
-
ARADHNA OLIPHANT
SECRETARY (EXIT 6/23)
- Total calculated
- $0
- Hours/week
- 3.5
-
SANDRA RADER
SECRETARY (EFFECTIVE 6/23)
- Total calculated
- $0
- Hours/week
- 3
-
SNEHAL DESAI
TREASURER
- Total calculated
- $0
- Hours/week
- 3.5
-
KEVIN ACKLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
G NICHOLAS BECKWITH III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
BROOKS BROADHURST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
LOUISE R BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JANE BURGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DAVID BUSH
TRUSTEE (ENTER 2/23)
- Total calculated
- $0
- Hours/week
- 3
-
ANNETTE CALGARO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CARLA CASTAGNERO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
LYNETTE CHARITY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
KATHI ELLIOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SIGO FALK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JOANNE FIEDLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JOANNE LAIPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SCHAZZ LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
REBECCA LUCORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
W DUFF MCCRADY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
STEPHANIE NOVOSEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
S MURRAY RUST III
TRUSTEE (EXIT 8/22)
- Total calculated
- $0
- Hours/week
- 3.5
-
HENRY J SIMONDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MARY B TEMPLETON ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
BONNIE W VANKIRK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
TAMARA WATKINS
TRUSTEE (ENTER 2/23)
- Total calculated
- $0
- Hours/week
- 3
-
LALAH C WILLIAMS
TRUSTEE (ENTER 2/23)
- Total calculated
- $0
- Hours/week
- 3
-
JENNIFER P WINTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3.5
-
CIERA YOUNG
TRUSTEE (EXIT 10/22)
- Total calculated
- $0
- Hours/week
- 3
-
WALTER B FOWLER
SR VP FOR FINANCE & ADMIN (EXIT 9/22)
- Total calculated
- $315,265
- From this org
- $278,466
- From related orgs
- $0
- Other
- $36,799
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $271,908
- Bonus
- $0
- Other
- $6,558
- Deferred
- $22,250
- Nontaxable benefits
- $14,549
- Filer's total
- $315,265
-
JENNIFER HOERSTER
VP FINANCE/ADMIN (EXIT 6/23)
- Total calculated
- $194,319
- From this org
- $169,418
- From related orgs
- $0
- Other
- $24,901
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $168,608
- Bonus
- $0
- Other
- $810
- Deferred
- $13,933
- Nontaxable benefits
- $10,968
- Filer's total
- $194,319
-
SEAN COLEMAN - VP OF PLANNING
& ASSISTANT SECRETARY (EXIT 6/23)
- Total calculated
- $166,742
- From this org
- $147,588
- From related orgs
- $0
- Other
- $19,154
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $145,063
- Bonus
- $0
- Other
- $2,525
- Deferred
- $11,769
- Nontaxable benefits
- $7,385
- Filer's total
- $166,742
-
EILEEN PETULA
INTERIM COO (ENTER 5/23)
- Total calculated
- $0
- Hours/week
- 40
-
JENNA TEMPLETON
VP FOR ACADEMIC AFFAIRS (EXIT 5/23)
- Total calculated
- $255,815
- From this org
- $221,094
- From related orgs
- $0
- Other
- $34,721
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $218,121
- Bonus
- $0
- Other
- $2,973
- Deferred
- $17,893
- Nontaxable benefits
- $16,828
- Filer's total
- $255,815
-
CAREY MILLER
VP FOR UNIVERSITY ADVANCEMENT
- Total calculated
- $232,152
- From this org
- $212,735
- From related orgs
- $0
- Other
- $19,417
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $211,186
- Bonus
- $0
- Other
- $1,549
- Deferred
- $17,040
- Nontaxable benefits
- $2,377
- Filer's total
- $232,152
-
WILLIAM T CAMPBELL
VP MARKETING & COMMUNICATIONS
- Total calculated
- $229,866
- From this org
- $194,653
- From related orgs
- $0
- Other
- $35,213
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $193,234
- Bonus
- $0
- Other
- $1,419
- Deferred
- $16,019
- Nontaxable benefits
- $19,194
- Filer's total
- $229,866
-
AMY BECHER
VP FOR ENROLLMENT MANAGEMENT
- Total calculated
- $224,774
- From this org
- $202,331
- From related orgs
- $0
- Other
- $22,443
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $200,551
- Bonus
- $0
- Other
- $1,780
- Deferred
- $16,112
- Nontaxable benefits
- $6,331
- Filer's total
- $224,774
-
LOUIS G LEONARD
DEAN, FALK SCHOOL FOR SUSTAINABILITY
- Total calculated
- $222,981
- From this org
- $192,640
- From related orgs
- $0
- Other
- $30,341
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $191,688
- Bonus
- $0
- Other
- $952
- Deferred
- $15,762
- Nontaxable benefits
- $14,579
- Filer's total
- $222,981
-
PAUL D STEINHAUS
CIO, DIRECTOR OF INFO TECHNOLOGY
- Total calculated
- $199,187
- From this org
- $167,453
- From related orgs
- $0
- Other
- $31,734
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $165,267
- Bonus
- $0
- Other
- $2,186
- Deferred
- $13,182
- Nontaxable benefits
- $18,552
- Filer's total
- $199,187
-
ANTHONY GORECZNY
PROFESSOR OF HEALTH SCIENCES
- Total calculated
- $176,111
- From this org
- $148,359
- From related orgs
- $0
- Other
- $27,752
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $145,892
- Bonus
- $0
- Other
- $2,467
- Deferred
- $8,396
- Nontaxable benefits
- $19,356
- Filer's total
- $176,111
-
MARY JO LOUGHRAN
PROFESSOR OF COUNSELING PSYCHOLOGY
- Total calculated
- $165,957
- From this org
- $146,967
- From related orgs
- $0
- Other
- $18,990
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,367
- Bonus
- $0
- Other
- $1,600
- Deferred
- $11,735
- Nontaxable benefits
- $7,255
- Filer's total
- $165,957
-
ALICE JULIER
PROFESSOR OF FOOD STUDIES
- Total calculated
- $156,461
- From this org
- $144,342
- From related orgs
- $0
- Other
- $12,119
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,631
- Bonus
- $0
- Other
- $1,711
- Deferred
- $11,211
- Nontaxable benefits
- $908
- Filer's total
- $156,461
-
LISA LAMBERT
ASST. VP OF ACADEMIC AFFAIRS
- Total calculated
- $151,684
- From this org
- $134,224
- From related orgs
- $0
- Other
- $17,460
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,749
- Bonus
- $0
- Other
- $1,475
- Deferred
- $10,368
- Nontaxable benefits
- $7,092
- Filer's total
- $151,684
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 · Travel for companions
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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)
- PART I, LINE 1A
- BASIC EMPLOYEE BENEFITS (INCLUDING HEALTH BENEFITS, LIFE INSURANCE, AND LONG-TERM CARE INSURANCE) ARE REPORTED ON SCHEDULE J, PART II, COLUMN (D). AS A CONDITION OF EMPLOYMENT, DR. FINEGOLD IS REQUIRED TO RESIDE IN UNIVERSITY HOUSING. THE VALUE ATTRIBUTED TO THEIR PERSONAL SPACE IS ALSO REPORTED ON SCHEDULE J, PART II, COLUMN (D). EMPLOYER CONTRIBUTIONS TO THE UNIVERSITY'S 403(B) PLAN, ARE REPORTED IN COLUMN (C). AMOUNTS REPORTED IN COLUMN (B)(III) ALSO INCLUDE INTERNAL REVENUE CODE SECTION 132 BENEFITS PROVIDED BY THE UNIVERSITY TO THE PRESIDENT. THE UNIVERSITY DOES NOT PROVIDE THE PRESIDENT WITH AN EXPENSE ACCOUNT FOR PERSONAL USE. SPOUSAL TRAVEL IS LIMITED BY THE TERMS OF THE PRESIDENT'S EMPLOYMENT AGREEMENT. CLUB MEMBERSHIPS: IN ORDER THAT THE PRESIDENT MAY ENTERTAIN POTENTIAL DONORS AND OTHER BUSINESS ASSOCIATES OF THE UNIVERSITY, THE UNIVERSITY PAYS OR REIMBURSES THE PRESIDENT FOR, THE PERIODIC DUES FOR MEMBERSHIP IN THE PITTSBURGH GOLF CLUB. DIRECT EXPENSES FOR UTILIZATION OF THE CLUBS ARE THE PRESIDENT'S RESPONSIBILITY, EXCEPT WHEN ATTRIBUTABLE TO UNIVERSITY BUSINESS.
- PART I, LINE 4B
- DURING THE FISCAL YEAR ENDED JUNE 30, 2023, CHATHAM UNIVERSITY MAINTAINED A SPLIT-DOLLAR LIFE INSURANCE POLICY AGREEMENT WITH DR. DAVID FINEGOLD. THE UNIVERSITY MADE $125,000 IN PREMIUM PAYMENTS DURING THE YEAR UNDER THE ARRANGEMENT. NO CASH PAYMENTS OTHER THAN PREMIUM PAYMENTS WERE MADE.
- PART I, LINE 7
- DR. DAVID FINEGOLD RECEIVED A DEFERRED BONUS OF $99,282. THE BONUS IS REPORTED IN COLUMN (C) OF PART II.
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
-
PROGRAM SUPPORT
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.
-
501(C)(3) · SUPPORT, BENEFIT, PERFORM THE FUNCTIONS OF AND CARRY OUT PURPOSES OF C.U. · PA
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
TO HOLD OWNERSHIP IN A SOLAR PV PROJECT · PA · income $0 · assets $0
Directly controlled by CHATHAM UNIVERSITY
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE GIFT ANNUITIES (3)
T · ANNUITY · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411349349303531
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