Totals
- Total revenue
- $76,625,899
- Total expenses
- $77,525,720
- Contributions and grants received
- $4,301,548
- Grants paid
- $34,214,681
- Program service revenue
- $71,869,036
- Investment income
- $408,317
- Other revenue
- $46,998
- Total assets, end of year
- $60,028,155
- Total liabilities, end of year
- $29,325,675
- Net assets or fund balances, end of year
- $30,702,480
- Program services expenses (Part IX)
- $65,945,208
- Management and general expenses
- $10,348,858
- Fundraising expenses
- $1,231,654
- Program service expenses (Part III)
- $65,945,208
Program services were 85.1% 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.
-
1c · Fundraising events
$76,500
-
1e · Government grants (contributions)
$2,281,736
-
1f · All other contributions, gifts and grants
$1,943,312
-
1g · Noncash contributions included above
$3,979
-
2a · Program service revenue: TUITION & FEES
total $63,929,812 · related or exempt $63,929,812
-
2b · Program service revenue: AUXILIARY SERVICES
total $6,948,429 · related or exempt $6,948,429
-
2c · Program service revenue: AUTISM CENTER
total $990,795 · related or exempt $990,795
-
3 · Investment income
total $295,331 · excluded $295,331
-
6a · Gross rents
real property $64,918
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $64,918
-
6d · Net rental income or loss
total $64,918 · excluded $64,918
-
7a · Gross sales of assets other than inventory
securities $7,274,493
-
7b · Less cost or other basis and sales expenses
securities $7,161,507
-
7c · Gain or loss
securities $112,986
-
7d · Net gain or loss
total $112,986 · excluded $112,986
-
8a · Fundraising events: gross income
$89,770
-
8a · Fundraising events: contributions included on line 1c
$76,500
-
8b · Fundraising events: direct expenses
$118,454
-
8c · Net income from fundraising events
total -$28,684 · excluded -$28,684
-
9a · Gaming: gross income
$4,250
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $4,250 · excluded $4,250
-
11a · Other revenue: MISC. INCOME
total $6,514 · excluded $6,514
-
11e · Other revenue, total
$6,514
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $34,214,681 · program services $34,214,681
-
5 · Compensation of officers, directors and key employees
total $1,683,889 · program services $517,371 · management and general $966,948 · fundraising $199,570
-
6 · Compensation of disqualified persons
total $96,887 · program services $96,887
-
7 · Other salaries and wages
total $17,391,890 · program services $14,269,020 · management and general $2,633,510 · fundraising $489,360
-
8 · Pension plan contributions
total $180,135 · program services $154,620 · management and general $18,522 · fundraising $6,993
-
9 · Other employee benefits
total $2,408,774 · program services $1,970,820 · management and general $330,834 · fundraising $107,120
-
10 · Payroll taxes
total $1,413,214 · program services $1,102,307 · management and general $240,246 · fundraising $70,661
-
11b · Fees: legal
total $71,896 · management and general $71,896
-
11c · Fees: accounting
total $228,036 · management and general $228,036
-
11f · Fees: investment management
total $30,973 · management and general $30,973
-
11g · Fees: other
total $5,355,223 · program services $4,641,549 · management and general $672,703 · fundraising $40,971
-
12 · Advertising and promotion
total $800,843 · program services $9,634 · management and general $791,209
-
13 · Office expenses
total $1,158,003 · program services $764,323 · management and general $360,897 · fundraising $32,783
-
14 · Information technology
total $537,467 · program services $431,047 · management and general $106,420
-
16 · Occupancy
total $2,353,913 · program services $1,938,135 · management and general $380,157 · fundraising $35,621
-
17 · Travel
total $435,099 · program services $359,851 · management and general $73,819 · fundraising $1,429
-
19 · Conferences, conventions and meetings
total $293,422 · program services $88,217 · management and general $186,572 · fundraising $18,633
-
20 · Interest
total $798,684 · program services $592,984 · management and general $188,077 · fundraising $17,623
-
22 · Depreciation, depletion and amortization
total $2,634,530 · program services $1,956,011 · management and general $620,387 · fundraising $58,132
-
23 · Insurance
total $650,966 · management and general $650,966
-
24a · Other expenses: EDUCATIONAL PROGRAMS
total $2,437,739 · program services $1,578,782 · management and general $742,594 · fundraising $116,363
-
24b · Other expenses: EQUIPMENT
total $1,547,018 · program services $801,046 · management and general $720,022 · fundraising $25,950
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $578,239 · program services $456,323 · management and general $111,471 · fundraising $10,445
-
24d · Other expenses: BAD DEBT EXPENSE
total $194,159 · management and general $194,159
-
24e · All other expenses
total $30,040 · program services $1,600 · management and general $28,440
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,473,226 · end of year $6,903,015
-
2 · Savings and temporary cash investments
beginning of year $750,647 · end of year $521,295
-
3 · Pledges and grants receivable
beginning of year $4,824,391 · end of year $2,573,751
-
4 · Accounts receivable
beginning of year $1,713,270 · end of year $1,823,544
-
9 · Prepaid expenses and deferred charges
beginning of year $243,470 · end of year $758,538
-
10a · Land, buildings and equipment: cost or other basis
$82,972,560
-
10b · Land, buildings and equipment: accumulated depreciation
$50,240,774
-
10c · Land, buildings and equipment, net
beginning of year $34,383,451 · end of year $32,731,786
-
11 · Investments: publicly traded securities
beginning of year $9,401,222 · end of year $11,220,543
-
15 · Other assets
beginning of year $1,941,713 · end of year $3,495,683
-
17 · Accounts payable and accrued expenses
beginning of year $2,688,173 · end of year $967,485
-
19 · Deferred revenue
beginning of year $823,900 · end of year $3,510,146
-
20 · Tax-exempt bond liabilities
beginning of year $19,267,490 · end of year $18,543,541
-
23 · Secured mortgages and notes payable
beginning of year $56,140 · end of year $25,687
-
24 · Unsecured notes and loans payable
end of year $347,307
-
25 · Other liabilities
beginning of year $5,265,000 · end of year $5,931,509
-
27 · Net assets without donor restrictions
beginning of year $24,587,076 · end of year $21,971,355
-
28 · Net assets with donor restrictions
beginning of year $8,043,611 · end of year $8,731,125
Mission and programs · 2022
Mission
FOUNDED IN 1939 BY THE SISTERS OF SAINT DOMINIC, CALDWELL UNIVERSITY PROMOTES INTELLECTUAL, SPIRITUAL, AND AESTHETIC GROWTH TO A DIVERSE POPULATION AND WELCOMES ALL CULTURES AND FAITH TRADITIONS. INSPIRED BY ST. DOMINIC DE GUZMAN AND OUR CATHOLIC HERITAGE, WE MAKE A DIFFERENCE IN THE LIVES OF OUR STUDENTS AND PREPARE THEM THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES TO THINK CRITICALLY, PURSUE TRUTH, AND CONTRIBUTE TO A JUST SOCIETY.
Activities or mission (Part I)
TO PREPARE STUDENTS THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES TO THINK CRITICALLY, PURSUE TRUTH, AND CONTRIBUTE TO A JUST SOCIETY.
-
IN THE FALL 2023 TERM, THE UNIVERSITY SERVED A DIVERSE BODY OF 1,449 UNDERGRADUATE AND 390 GRADUATE STUDENTS. SIXTEEN PERCENT OF UNIVERSITY STUDENTS IDENTIFIED AS BLACK OR AFRICAN AMERICAN, TWENTY-SEVEN PERCENT AS HISPANIC OF ANY RACE, FOUR PERCENT AS ASIAN, AND ONE PERCENT AS MULTIRACIAL. CALDWELL UNIVERSITY WAS RECOGNIZED BY THE U.S. DEPARTMENT OF EDUCATION AS A HISPANIC-SERVING INSTITUTION IN MARCH 2020. WOMEN COMPRISE 63 PERCENT OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS AND EIGHTY-ONE PERCENT OF GRADUATE STUDENTS. SIXTEEN PERCENT OF CALDWELL UNDERGRADUATES ARE INTERNATIONAL STUDENTS REPRESENTING FORTY COUNTRIES, INCLUDING A SIZEABLE GROUP OF STUDENTS FROM NEPAL. FOUR HUNDRED NINETY-FOUR STUDENTS LIVE ON CAMPUS. EIGHTY-TWO PERCENT OF CALDWELL UNDERGRADUATES ARE FROM NEW JERSEY WITH ANOTHER TWENTY-ONE STATES AND TERRITORIES REPRESENTED. THE SHARE OF FIRST-TIME FRESHMEN THAT ARE FIRST-GENERATION IS SIGNIFICANT. FIFTY-SEVEN PERCENT OF FIRST-TIME FULL-TIME FRESHMEN HAVE PARENTS WHO DO NOT HAVE A BACHELOR'S DEGREE. NINETY-SIX PERCENT OF UNDERGRADUATES ATTEND FULL-TIME WHILE SEVENTY-THREE PERCENT OF GRADUATE STUDENTS ATTEND PART-TIME.A 11:1 STUDENT TO FACULTY RATIO HIGHLIGHTS THE INDIVIDUALIZED MENTORSHIP AND INSTRUCTION THAT CHARACTERIZE A CALDWELL EDUCATION. TO ENABLE ACCESS TO THE UNIVERSITY FOR ALL DESERVING STUDENTS, CALDWELL CONTRIBUTED OVER $34M OF TOTAL FINANCIAL AID FOR SCHOLARSHIPS, GRANTS, AND OTHER AID. NINETY-NINE PERCENT OF FIRST-TIME FULL-TIME FRESHMEN RECEIVE SOME TYPE OF FINANCIAL AID (FEDERAL, STATE, LOANS, INSTITUTIONAL, AND/OR PRIVATE). STUDENTS CHOOSE CALDWELL BECAUSE OF ITS NATIONALLY RECOGNIZED PROGRAMS; SMALL CLASS SIZES; LOW TUITION; GENEROUS FINANCIAL AID; SECURE AND BEAUTIFUL CAMPUS; EMPHASIS ON DEVELOPING GLOBAL CITIZENS; PERSONALIZED ATTENTION AND ADVISING; VIBRANT STUDENT CLUBS AND ACTIVITIES; CONVENIENT AND FLEXIBLE CLASS SCHEDULES; STRONG ACADEMIC SUPPORT SERVICES; AND A LOCATION IN ONE OF NEW JERSEY'S BEST TOWNS WITH CLOSE PROXIMITY TO NEW YORK CITY. NINETY-FIVE PERCENT OF RECENT BACHELOR'S DEGREE EARNERS ARE WORKING OR ENROLLED IN FURTHER EDUCATION. CALDWELL OFFERS OVER THIRTY UNDERGRADUATE DEGREE PROGRAMS AND OVER THIRTY GRADUATE DEGREE AND CERTIFICATE PROGRAMS, INCLUDING DOCTORAL PROGRAMS IN EDUCATION LEADERSHIP AND A DOCTORAL PROGRAM IN APPLIED BEHAVIOR ANALYSIS, THE FIRST IN NEW JERSEY. NEW ACADEMIC PROGRAMS ADDED INCLUDE A RANGE OF PROFESSIONAL CERTIFICATES IN BUSINESS AND COMMUNICATIONS FIELDS. RECENT ATHLETIC AND STUDENT LIFE PROGRAMS LAUNCHED RECENTLY INCLUDE MEN'S RUGBY AND WOMEN'S ACROBATIC AND TUMBLING HAVE PROVEN POPULAR. ADDITIONAL ACADEMIC PROGRAMS AND SERVICES INCLUDE PROFESSIONAL AND PEER TUTORING; ACADEMIC COACHING; CAREER DEVELOPMENT SERVICES; A LEARNING COMMUNITY FOR UNDERPREPARED STUDENTS; AN HONORS PROGRAM; ACADEMIC INTERNSHIPS; AND THE EOF MENTORING AND FINANCIAL SUPPORT PROGRAM FOR STUDENTS FROM DISADVANTAGED BACKGROUNDS.CALDWELL WAS REACCREDITED IN 2015 BY THE MIDDLE STATES COMMISSION FOR HIGHER EDUCATION AND RECEIVED TWO COMMENDATIONS FROM THE COMMISSION FOR THE QUALITY OF ITS SELF-STUDY REPORT AND FOR THE INCLUSIVITY OF ITS PROCESS. SPECIALIZED ACCREDITATION FURTHER ATTESTS TO PROGRAM QUALITY AND VIGOR, PROVIDING GRADUATES WITH A DIFFERENTIATED CAREER CREDENTIAL AND ENABLING THEM TO STAND OUT COMPETITIVELY DURING HIRING AND ACCEPTANCE INTO ADVANCED DEGREE PROGRAMS. SPECIALIZED ACCREDITORS THAT HAVE AWARDED ACCREDITATION TO CALDWELL'S PROGRAMS INCLUDE THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS; COUNCIL FOR ACCREDITATION OF COUNSELING AND RELATED EDUCATION PROGRAMS; TEACHER EDUCATION ACCREDITATION COUNCIL; COMMISSION ON COLLEGIATE NURSING EDUCATION, COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS AND THE ASSOCIATION FOR BEHAVIOR ANALYSIS INTERNATIONAL. CALDWELL OFFERS ONE OF ONLY TWO CACREP-ACCREDITED ART THERAPY PROGRAMS IN THE NATION. CALDWELL IS A LEADER IN APPLIED BEHAVIOR ANALYSIS, A SCIENTIFIC DISCIPLINE KNOWN TO HELP CHILDREN WITH AUTISM SPECTRUM DISORDERS. THE COLLEGE'S STATE-OF-THE-ART AUTISM CENTER BENEFITS CHILDREN AND THEIR FAMILIES IN NEW JERSEY.
Expenses $65,945,208 · Grants $34,214,681 · Revenue $71,869,036
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Matthew Whelan Ed DMATTHEW WHELAN ED D
PRESIDENT
- Total calculated
- $406,636
- From this org
- $344,516
- From related orgs
- $0
- Other
- $62,120
- Hours/week
- 40 + 0.01 related
Schedule J breakdown matched by us
- Base
- $334,000
- Bonus
- $0
- Other
- $10,516
- Deferred
- $6,100
- Nontaxable benefits
- $56,020
- Filer's total
- $406,636
-
Brian J Aloia EsqBRIAN J ALOIA ESQ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sr Donna Ciangio OpSR DONNA CIANGIO OP
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Sellitto-CurcioMARY SELLITTO-CURCIO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen M BarabasKATHLEEN M BARABAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Harry C Beatty EsqHARRY C BEATTY ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Chalas BermanELIZABETH CHALAS BERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James BernaicheJAMES BERNAICHE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maureen T BezerMAUREEN T BEZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stanley P BorowiecSTANLEY P BOROWIEC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Olga Bradford EsqOLGA BRADFORD ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa M Bromberg EsqLISA M BROMBERG ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edward R Collins EsqEDWARD R COLLINS ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John CrawfordJOHN CRAWFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tanya L Freeman EsqTANYA L FREEMAN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth J GilmoreKENNETH J GILMORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda L GraberRHONDA L GRABER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sr Mary John Kearney OpSR MARY JOHN KEARNEY OP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Francis A Lecates JrFRANCIS A LECATES JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William Brendan O'BrienWILLIAM BRENDAN O'BRIEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sr Mary Eileen O'Brien Op PhDSR MARY EILEEN O'BRIEN OP PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Osbert OrdunaOSBERT ORDUNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Osinski EsqPATRICK OSINSKI ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carlos PomaresCARLOS POMARES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sr Luella Ramm OpSR LUELLA RAMM OP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leon G Smith Jr MDLEON G SMITH JR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sr Patricia Tavis OpSR PATRICIA TAVIS OP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laurita McGreevy WarnerLAURITA MCGREEVY WARNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ketan N GandhiKETAN N GANDHI
VP, FINANCE
- Total calculated
- $177,307
- From this org
- $173,455
- From related orgs
- $0
- Other
- $3,852
- Hours/week
- 40 + 0.01 related
Schedule J breakdown matched by us
- Base
- $172,846
- Bonus
- $0
- Other
- $609
- Deferred
- $3,231
- Nontaxable benefits
- $621
- Filer's total
- $177,307
-
Sheila O'RourkeSHEILA O'ROURKE
VP, ADMINISTRATION & OPERATIONS
- Total calculated
- $244,014
- From this org
- $199,730
- From related orgs
- $0
- Other
- $44,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,960
- Bonus
- $0
- Other
- $770
- Deferred
- $14,000
- Nontaxable benefits
- $30,284
- Filer's total
- $244,014
-
Jorge L RodriguezJORGE L RODRIGUEZ
VP, STRATEGIC INITATIVE
- Total calculated
- $156,236
- From this org
- $148,322
- From related orgs
- $0
- Other
- $7,914
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,530
- Bonus
- $0
- Other
- $792
- Deferred
- $3,000
- Nontaxable benefits
- $4,914
- Filer's total
- $156,236
-
Peter N UbertaccioPETER N UBERTACCIO
VP, ACADEMIC AFFAIRS
- Total calculated
- $227,166
- From this org
- $188,807
- From related orgs
- $0
- Other
- $38,359
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,531
- Bonus
- $0
- Other
- $276
- Deferred
- $0
- Nontaxable benefits
- $38,359
- Filer's total
- $227,166
-
Ellina ChernobilskyELLINA CHERNOBILSKY
INTERIM VP, ACADEMIC AFFAIRS
- Total calculated
- $194,670
- From this org
- $115,354
- From related orgs
- $0
- Other
- $79,316
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,672
- Bonus
- $500
- Other
- $182
- Deferred
- $2,767
- Nontaxable benefits
- $76,549
- Filer's total
- $194,670
-
Scott Koskoski Vice Pres-SCOTT KOSKOSKI VICE PRES-
IDENT, PHILANTHROPY & ENGAGEMENT
- Total calculated
- $36,228
- From this org
- $35,591
- From related orgs
- $0
- Other
- $637
- Hours/week
- 40
-
Jose R RodriguezJOSE R RODRIGUEZ
VP, STUDENT LIFE & DEAN OF STUDENTS
- Total calculated
- $75,386
- From this org
- $74,627
- From related orgs
- $0
- Other
- $759
- Hours/week
- 40
-
Sharon ReeveSHARON REEVE
PROFESSOR
- Total calculated
- $239,057
- From this org
- $196,417
- From related orgs
- $0
- Other
- $42,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,806
- Bonus
- $500
- Other
- $111
- Deferred
- $1,786
- Nontaxable benefits
- $40,854
- Filer's total
- $239,057
-
Ruth M DebarRUTH M DEBAR
PROFESSOR
- Total calculated
- $200,728
- From this org
- $184,903
- From related orgs
- $0
- Other
- $15,825
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,342
- Bonus
- $500
- Other
- $61
- Deferred
- $1,674
- Nontaxable benefits
- $14,151
- Filer's total
- $200,728
-
Tina M SidenerTINA M SIDENER
PROFESSOR
- Total calculated
- $215,183
- From this org
- $177,763
- From related orgs
- $0
- Other
- $37,420
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,196
- Bonus
- $500
- Other
- $67
- Deferred
- $0
- Nontaxable benefits
- $37,420
- Filer's total
- $215,183
-
Jason C VladescuJASON C VLADESCU
PROFESSOR
- Total calculated
- $196,115
- From this org
- $180,246
- From related orgs
- $0
- Other
- $15,869
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,703
- Bonus
- $500
- Other
- $43
- Deferred
- $1,705
- Nontaxable benefits
- $14,164
- Filer's total
- $196,115
-
Donna A NaturaleDONNA A NATURALE
ASSOCIATE DEAN
- Total calculated
- $150,240
- From this org
- $138,122
- From related orgs
- $0
- Other
- $12,118
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,220
- Bonus
- $500
- Other
- $402
- Deferred
- $2,552
- Nontaxable benefits
- $9,566
- Filer's total
- $150,240
-
Kevin BoyleKEVIN BOYLE
FORMER VP, DEV. & ALUMNI AFFAIRS
- Total calculated
- $254,850
- From this org
- $233,921
- From related orgs
- $0
- Other
- $20,929
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $135,899
- Bonus
- $0
- Other
- $98,022
- Deferred
- $2,806
- Nontaxable benefits
- $18,123
- Filer's total
- $254,850
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)
- 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
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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
- THE UNIVERSITY PROVIDED PRESIDENT, MATTHEW WHALEN WITH A RESIDENCE ON UNIVERSITY PREMISES, AS A CONDITION OF HIS EMPLOYMENT, AND FOR THE CONVENIENCE OF CALDWELL UNIVERSITY. THIS BENEFIT WAS TREATED AS NONTAXABLE UNDER SECTION 119(D)(3) OF THE INTERNAL REVENUE CODE. THE PRESIDENT ALSO RECEIVED A SOCIAL CLUB MEMBERSHIP FOR UNIVERSITY BUSINESS USE, AND LANDSCAPING SERVICES FOR THE RESIDENCE. THESE BENEFITS WERE TREATED AS NONTAXBLE WORKING CONDITION FRINGE BENEFITS UNDER SECTION 132(D) OF THE INTERNAL REVENUE CODE.
- PART I, LINE 4B
- KEVIN BOYLE AND SHEILA O'ROURKE PARTICIPATED IN A SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. KEVIN BOYLE RECEIVED A DISTRIBUTION IN THE AMOUNT OF $95,624 IN 2022.
- PART I, LINE 7
- THE ORGANIZATION PAID BOARD-APPROVED BONUSES TO INDIVIDUALS IN 2022.
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 SISTERS OF ST DOMINIC OF CALDWELL
501(C)(3) · RELIGIOUS ORGANIZATION · NJ
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DR ALVIN R CALMAN PROFESSORSHIP
501(C)(3) · TO FUND A PROFESSORSHIP AT THE UNIVERSITY · NJ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349320012
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