Totals
- Total revenue
- $84,318,254
- Total expenses
- $78,038,341
- Contributions and grants received
- $27,582,596
- Grants paid
- $13,026,805
- Program service revenue
- $52,899,660
- Investment income
- $1,389,468
- Other revenue
- $2,446,530
- Total assets, end of year
- $126,780,809
- Total liabilities, end of year
- $47,630,762
- Net assets or fund balances, end of year
- $79,150,047
- Program services expenses (Part IX)
- $65,894,032
- Management and general expenses
- $10,779,089
- Fundraising expenses
- $1,365,220
- Program service expenses (Part III)
- $65,894,032
Program services were 84.4% 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)
$9,853,249
-
1f · All other contributions, gifts and grants
$17,729,347
-
1g · Noncash contributions included above
$20,842
-
2a · Program service revenue: TUITION AND FEES
total $45,344,118 · related or exempt $45,344,118
-
2b · Program service revenue: RESIDENCE HALLS & BOAR
total $3,855,810 · related or exempt $3,855,810
-
2c · Program service revenue: CARLOW CAMPUS SCHOOL
total $2,828,951 · related or exempt $2,828,951
-
2d · Program service revenue: AUXILIARY PROGRAMS
total $455,561 · related or exempt $455,561
-
2e · Program service revenue: EARLY LEARNING CENTER
total $415,220 · related or exempt $415,220
-
3 · Investment income
total $1,581,917 · excluded $1,581,917
-
6a · Gross rents
real property $1,006,376
-
6b · Less rental expenses
real property $5,490
-
6c · Rental income or loss
real property $1,000,886
-
6d · Net rental income or loss
total $1,000,886 · excluded $1,000,886
-
7a · Gross sales of assets other than inventory
securities $13,641,099
-
7b · Less cost or other basis and sales expenses
securities $13,833,548
-
7c · Gain or loss
securities -$192,449
-
7d · Net gain or loss
total -$192,449 · excluded -$192,449
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,078,883 · related or exempt $1,078,883
-
11b · Other revenue: PARKING PERMIT FEES
total $323,052 · related or exempt $323,052
-
11c · Other revenue: BOOKSTORE COMMISSIONS
total $43,709 · related or exempt $43,709
-
11e · Other revenue, total
$1,445,644
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $13,026,805 · program services $13,026,805
-
5 · Compensation of officers, directors and key employees
total $1,174,904 · program services $985,183 · management and general $155,342 · fundraising $34,379
-
7 · Other salaries and wages
total $26,002,885 · program services $21,842,423 · management and general $3,380,375 · fundraising $780,087
-
8 · Pension plan contributions
total $1,072,333 · program services $900,760 · management and general $139,403 · fundraising $32,170
-
9 · Other employee benefits
total $4,225,981 · program services $3,465,304 · management and general $676,157 · fundraising $84,520
-
10 · Payroll taxes
total $1,801,564 · program services $1,531,329 · management and general $216,188 · fundraising $54,047
-
11b · Fees: legal
total $311,383 · program services $239,765 · management and general $71,618
-
11c · Fees: accounting
total $81,031 · program services $62,394 · management and general $18,637
-
11d · Fees: lobbying
total $102,633 · management and general $102,633
-
11f · Fees: investment management
total $154,557 · management and general $154,557
-
11g · Fees: other
total $9,475,965 · program services $7,486,012 · management and general $1,895,193 · fundraising $94,760
-
12 · Advertising and promotion
total $847,010 · program services $652,198 · management and general $194,812
-
13 · Office expenses
total $2,009,239 · program services $1,486,837 · management and general $361,663 · fundraising $160,739
-
14 · Information technology
total $1,654,756 · program services $1,241,067 · management and general $364,046 · fundraising $49,643
-
16 · Occupancy
total $3,705,211 · program services $2,853,012 · management and general $852,199
-
17 · Travel
total $1,110,824 · program services $844,226 · management and general $222,165 · fundraising $44,433
-
19 · Conferences, conventions and meetings
total $122,817 · program services $78,603 · management and general $19,651 · fundraising $24,563
-
20 · Interest
total $1,795,782 · program services $1,382,752 · management and general $413,030
-
22 · Depreciation, depletion and amortization
total $3,844,233 · program services $2,960,059 · management and general $884,174
-
23 · Insurance
total $351,500 · program services $270,655 · management and general $80,845
-
24a · Other expenses: NON-FINANCIAL AID
total $2,641,608 · program services $2,641,608
-
24b · Other expenses: AUXILIARY EXPENSES
total $1,314,431 · program services $1,012,112 · management and general $302,319
-
24c · Other expenses: BAD DEBT
total $622,841 · program services $479,588 · management and general $143,253
-
24d · Other expenses: MISCELLANEOUS EXPENSES
total $588,048 · program services $451,340 · management and general $130,829 · fundraising $5,879
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,755,901 · end of year $5,348,834
-
2 · Savings and temporary cash investments
beginning of year $705,238 · end of year $446,121
-
3 · Pledges and grants receivable
beginning of year $1,311,028 · end of year $925,148
-
4 · Accounts receivable
beginning of year $3,434,547 · end of year $10,635,411
-
7 · Other notes and loans receivable
beginning of year $1,424,792 · end of year $1,381,142
-
9 · Prepaid expenses and deferred charges
beginning of year $426,927 · end of year $387,016
-
10a · Land, buildings and equipment: cost or other basis
$118,715,736
-
10b · Land, buildings and equipment: accumulated depreciation
$64,981,470
-
10c · Land, buildings and equipment, net
beginning of year $53,700,317 · end of year $53,734,266
-
11 · Investments: publicly traded securities
beginning of year $37,766,805 · end of year $53,122,980
-
15 · Other assets
beginning of year $531,161 · end of year $799,891
-
17 · Accounts payable and accrued expenses
beginning of year $4,945,491 · end of year $7,810,776
-
19 · Deferred revenue
beginning of year $871,974 · end of year $2,431,489
-
20 · Tax-exempt bond liabilities
beginning of year $7,647,719 · end of year $7,390,000
-
23 · Secured mortgages and notes payable
beginning of year $20,216,054 · end of year $28,356,365
-
25 · Other liabilities
beginning of year $1,823,760 · end of year $1,642,132
-
27 · Net assets without donor restrictions
beginning of year $19,319,009 · end of year $14,386,587
-
28 · Net assets with donor restrictions
beginning of year $50,232,709 · end of year $64,763,460
Mission and programs · 2022
Mission
FOUNDED BY THE SISTERS OF MERCY IN 1929, CARLOW UNIVERSITY PROVIDES A PERSONALIZED ENVIRONMENT, FACULTY FOCUSED ON TEACHING EXCELLENCE, AND EXPERIENTIAL LEARNING. OUR HERITAGE OF SOCIAL JUSTICE AND MISSION TO TRANSFORM LIVES CONTINUES TO MAKE SIGNIFICANT IMPACT IN THE COMMUNITY AND BEYOND.
Activities or mission (Part I)
TRANSFORMATIONAL HIGHER EDUCATIONAL OPPORTUNITIES FOR A DIVERSE COMMUNITY.
-
FOR THOSE LOOKING TO REACH THEIR FULL POTENTIAL, CARLOW UNIVERSITY ISN'T JUST A PLACE TO LEARN, IT'S A BRAND OF EDUCATION THAT DOESN'T EXIST ANYWHERE ELSE IN HIGHER EDUCATION, WHOSE IMPACTS ARE CHANGING THE COURSE OF OUR FUTURE. ROOTED IN UNITY AND HEALING, LED BY COMPASSION, AND DRIVEN BY SERVICE TO HUMANITY WE ARE REDEFINING WHAT A LEADER LOOKS LIKE -AND IT LOOKS LIKE A CARLOW GRADUATE. UNLIKE OTHER UNIVERSITIES, CARLOW UNIVERSITY IS A HUMAN BRAND GROUNDED IN EMPATHY AND COMMUNITY AND POWERED BY THE CATHOLIC SISTERS OF MERCY, WHO ARE DEVOTED TO WALKING BOLDLY INTO THE CHAOS OF OTHERS IN ORDER TO TRANSFORM LIVES, POSITIVELY IMPACT COMMUNITIES AND CREATE A MORE JUST AND MERCIFUL WORLD.APPROXIMATELY 40% OF CARLOW'S UNDERGRADUATE STUDENT POPULATION ARE PELL-ELIGIBLE, 29% ARE STUDENTS OF COLOR, AND CARLOW RANKS 7TH OUT OF 35 COLLEGES IN PENNSYLVANIA RECOGNIZED AS A TOP PERFORMER ON SOCIAL MOBILITY. THIS IS CONSISTENT WITH CARLOW'S TRADITION OF HELPING THOSE WHO OTHERWISE MAY NOT HAVE HAD OPPORTUNITY, EARN A CERTIFICATE OR DEGREE, THEREBY CHANGING THE COURSE OF THEIR LIFE AND TRANSFORMING THE LIVES OF GENERATIONS TO FOLLOW. CARLOW UNIVERSITY IS UNIQUE IN SERVING BABIES TO AGE THREE THROUGH ITS EARLY CHILDHOOD EDUCATION CENTER, CHILDREN PREK TO K-8 AT ITS CAMPUS LAB SCHOOL, AND STUDENTS FROM HIGH SCHOOL TO AGE 84 THROUGH ITS CAMPUS NETWORK AND ONLINE EDUCATIONAL OFFERINGS. FROM UNDERGRADUATE DEGREE PROGRAMS TO MORE THAN 50 GRADUATE, DOCTORAL AND CERTIFICATE PROGRAMS, CARLOW STUDENTS GRADUATE READY TO MEET TODAY'S WORKFORCE DEMANDS FOR SPECIALIZED KNOWLEDGE AND SKILLS. APPROXIMATELY, 97% OF CARLOW UNDERGRADUATE ALUMNI ARE CONTINUING THEIR EDUCATION OR EMPLOYED WITHIN SIX MONTHS OF GRADUATION.THE CAREER OUTCOMES FOR THE GRADUATING CLASS OF 2021-2022 HAVE REMAINED STRONG, A CONCLUSION BACKED BY A KNOWLEDGE RATE OF 66%. ADDITIONALLY, THE OVERALL CAREER OUTCOME RATE FOR JOB SEEKERS AND GRADUATES SEEKING CONTINUING EDUCATION WAS 97% FOR BACHELOR'S DEGREES, 98% FOR MASTER'S DEGREES, AND 100% FOR DOCTORAL DEGREES. MOST NOTABLE WAS THAT 100% OF GRADUATE STUDENTS REPORTED POSITIVE JOB AND CONTINUING EDUCATION OUTCOMES. ADDITIONALLY, 95% OF STUDENTS GRADUATING WITH A BACHELOR'S DEGREE COMPLETED AT LEAST ONE PROFESSIONAL WORK EXPERIENCE (INTERNSHIP, RESEARCH, ETC.) WITHIN A YEAR OF GRADUATION. FOR SEVEN OF THE LAST EIGHT YEARS, CARLOW UNIVERSITY BSN (BACHELOR OF SCIENCE IN NURSING) GRADUATES HAVE HAD THE HIGHEST NCLEX FIRST TIME PASS RATE IN PITTSBURGH. CARLOW'S MOST RECENT 92.87% PASS RATE SURPASSES THE FIRST-TIME PASS RATE FOR PENNSYLVANIA (84.37%) AND THE NATION (79.92%) AND IS WELCOME NEWS FOR THE CURRENT FIELD OF NURSING, WHERE WORKFORCE SHORTAGES HAVE BEEN MAGNIFIED IN THE AFTERMATH OF THE COVID-19 PANDEMIC. THE CONTINUED EXCELLENCE OF CARLOW'S NURSING GRADUATE PIPELINE IS ALSO VALUABLE FOR THE PROFESSION'S FUTURE, WHICH IS POISED TO GROW NINE PERCENT BY 2030.CARLOW ALSO SERVES THE COMMUNITY AT-LARGE THROUGH A VARIETY OF OUTREACH PROGRAMS. UNDERGRADUATE STUDENTS ALONG WITH THEIR FACULTY ARE DEVELOPING AND IMPLEMENTING COMMUNITY HEALTH FAIRS PROVIDING HEALTH EDUCATION AND HEALTH SCREENINGS TO LOCAL COMMUNITIES.STUDENTS CAN BECOME A PART OF THE CHANGE NEEDED IN HEALTHCARE WITH A PRACTICAL NURSE CERTIFICATE FROM CARLOW UNIVERSITY. IN JUST 16 MONTHS, THEY WILL BE IMMERSED IN A NURSING EDUCATION THAT INCLUDES CLINICAL EXPERIENCE IN A VARIETY OF HEALTHCARE SETTINGS. DIRECT PATIENT CARE, COMMUNITY ENGAGEMENT AND CULTURAL EXPERIENCES ARE INTEGRAL TO THE PROGRAM, AS STUDENTS WILL HAVE THE OPPORTUNITY TO EXPLORE INTELLECTUAL ENDEAVORS, RESPONDING ETHICALLY AND COMPASSIONATELY TO DIVERSE COMMUNITIES.THE PRACTICAL NURSE CERTIFICATE PROGRAM SERVES AS THE IDEAL FOUNDATIONAL MODEL FOR A CAREER-BUILDING PATHWAY IN THE HEALTHCARE FIELD. THE PRACTICAL NURSE CURRICULUM PROVIDES AN ENVIRONMENT THAT ENHANCES THE CREATIVITY OF THE LEARNER WHO CONTRIBUTES FREELY AS A VALUED TEAM MEMBER. VARIOUS CLINICAL AND NON-CLINICAL-BASED PROJECTS AND LEARNING MODALITIES WILL BE INCORPORATED INTO THE EDUCATIONAL MODEL.THESE COLLECTIVE ENDEAVORS ARE PROVIDING OUR STUDENTS WITH VALUABLE EDUCATIONAL PREPARATION UNDER THE SUPERVISION OF THEIR FACULTY MEMBERS AND SERVE OUR LOCAL COMMUNITY OF OAKLAND AND THE SURROUNDING PITTSBURGH AREA. IN ADDITION, THE SPEECH-LANGUAGE PATHOLOGY DEPARTMENT HAS PROVIDED SEVERAL COMMUNITY AND UNIVERSITY-BASED HEALTH FAIRS WITH EMPHASIS ON PROVIDING HEARING SCREENINGS AT NO COST. SPEECH-LANGUAGE PATHOLOGY GRADUATE STUDENTS, UNDER THE SUPERVISION OF A LICENSED AND ASHA-CERTIFIED AUDIOLOGIST, LEAD THE COMMUNITY-BASED HEARING SCREENINGS. THEY ALSO SERVED THE CARLOW COMMUNITY BY OFFERING A FREE HEARING CLINIC TO EMPLOYEES AND STUDENTS THIS FALL.THESE EVENTS PROVIDE A VALUABLE OPPORTUNITY FOR CARLOW STUDENTS TO DEVELOP THEIR CLINICAL SKILLS AND SUPPORT THE UNIVERSITY'S MISSION TO SERVE THE COMMUNITY WITH THE HIGHEST LEVEL OF COMPASSION AND PROFESSIONALISM.
Expenses $65,894,032 · Grants $13,026,805 · Revenue $54,345,304
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kathy W Humphrey PhDKATHY W HUMPHREY PHD
PRESIDENT
- Total calculated
- $551,124
- From this org
- $457,000
- From related orgs
- $0
- Other
- $94,124
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $400,000
- Bonus
- $0
- Other
- $57,000
- Deferred
- $64,333
- Nontaxable benefits
- $29,791
- Filer's total
- $551,124
-
Bryan DilucenteBRYAN DILUCENTE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Sister Helen Marie Burns RsmSISTER HELEN MARIE BURNS RSM
VICE CHAIR, MISSION
- Total calculated
- $0
- Hours/week
- 2
-
Sister Julia Upton Rsm PhD MPHSISTER JULIA UPTON RSM PHD MPH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
James H McTiernanJAMES H MCTIERNAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Marcia MartinMARCIA MARTIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Anita CourcoulasANITA COURCOULAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Amie DownsAMIE DOWNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Margaret Meis Armen JDMARGARET MEIS ARMEN JD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steven MassaroSTEVEN MASSARO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bart Gabler JD MBABART GABLER JD MBA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Carolina Velez JDCAROLINA VELEZ JD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lourdes Sanchez-Ridge EsquireLOURDES SANCHEZ-RIDGE ESQUIRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Martin LamarMARTIN LAMAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Deborah L Rice-JohnsonDEBORAH L RICE-JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Caitlin McLaughlinCAITLIN MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Maribeth McLaughlinMARIBETH MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Norm MitryNORM MITRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jessica PriselacJESSICA PRISELAC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Morton Stanfield JrMORTON STANFIELD JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Nancy Wisnom Stuever EdD RNNANCY WISNOM STUEVER EDD RN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Anna Bamonte Torrance EsquireANNA BAMONTE TORRANCE ESQUIRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lara WashingtonLARA WASHINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sister Susan J Welsh RsmSISTER SUSAN J WELSH RSM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sister Linda Werthman Rsm PhDSISTER LINDA WERTHMAN RSM PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Representative Jake Wheatley JrREPRESENTATIVE JAKE WHEATLEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Latasha Wilson-BatchLATASHA WILSON-BATCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Patricia G DonohoePATRICIA G DONOHOE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sister Mary M Fanning Rsm PhDSISTER MARY M FANNING RSM PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John DennyJOHN DENNY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alex RodriguezALEX RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David MeadowsDAVID MEADOWS
SVP FINANCE/ADMIN - FORMER
- Total calculated
- $261,703
- From this org
- $187,800
- From related orgs
- $0
- Other
- $73,903
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $180,000
- Bonus
- $0
- Other
- $7,800
- Deferred
- $36,300
- Nontaxable benefits
- $37,603
- Filer's total
- $261,703
-
Sibdas GhoshSIBDAS GHOSH
VP/PROVOST - FORMER
- Total calculated
- $250,744
- From this org
- $202,098
- From related orgs
- $0
- Other
- $48,646
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,474
- Bonus
- $0
- Other
- $9,624
- Deferred
- $36,570
- Nontaxable benefits
- $12,076
- Filer's total
- $250,744
-
John LeaJOHN LEA
VP OF FINANCE & BUSINESS DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 50
-
Caralynn KassabovCARALYNN KASSABOV
VP FOR ADVANCEMENT
- Total calculated
- $237,999
- From this org
- $175,000
- From related orgs
- $0
- Other
- $62,999
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,000
- Bonus
- $0
- Other
- $0
- Deferred
- $28,000
- Nontaxable benefits
- $34,999
- Filer's total
- $237,999
-
Mary CercereMARY CERCERE
VP FOR ENROLLMENT MGMT
- Total calculated
- $218,366
- From this org
- $161,220
- From related orgs
- $0
- Other
- $57,146
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,220
- Bonus
- $0
- Other
- $0
- Deferred
- $23,086
- Nontaxable benefits
- $34,060
- Filer's total
- $218,366
-
James SantucciJAMES SANTUCCI
OPERATIONS SERGEANT
- Total calculated
- $243,351
- From this org
- $208,814
- From related orgs
- $0
- Other
- $34,537
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,814
- Bonus
- $0
- Other
- $0
- Deferred
- $3,543
- Nontaxable benefits
- $30,994
- Filer's total
- $243,351
-
Thomas FouseTHOMAS FOUSE
ADMINISTRATIVE SERGEANT
- Total calculated
- $221,853
- From this org
- $190,918
- From related orgs
- $0
- Other
- $30,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,918
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $30,935
- Filer's total
- $221,853
-
Timothy PhillipsTIMOTHY PHILLIPS
VP OF STUDENT AFFAIRS
- Total calculated
- $198,391
- From this org
- $144,228
- From related orgs
- $0
- Other
- $54,163
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,800
- Bonus
- $0
- Other
- $1,428
- Deferred
- $21,420
- Nontaxable benefits
- $32,743
- Filer's total
- $198,391
-
Matthew GordleyMATTHEW GORDLEY
DEAN - COLLEGE OF ARTS & SCIENCE
- Total calculated
- $165,035
- From this org
- $145,500
- From related orgs
- $0
- Other
- $19,535
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,500
- Bonus
- $0
- Other
- $0
- Deferred
- $15,950
- Nontaxable benefits
- $3,585
- Filer's total
- $165,035
-
Bridgette CofieldBRIDGETTE COFIELD
CHIEF OF STAFF - FORMER
- Total calculated
- $156,929
- From this org
- $120,000
- From related orgs
- $0
- Other
- $36,929
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,000
- Bonus
- $0
- Other
- $0
- Deferred
- $13,000
- Nontaxable benefits
- $23,929
- Filer's total
- $156,929
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
- 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
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- HOUSING ALLOWANCE PAID AND INCLUDED AS GROSS WAGES ON W-2 FORM FOR THE PRESIDENT ONLY. DUQUESNE CLUB DUES PAID BY CARLOW UNIVERSITY THROUGH ACCOUNTS PAYABLE. NOT TAXED TO AN INDIVIDUAL.
- PART I, LINE 3
- COMPENSATION FOR THE PRESIDENT AND TOP EXECUTIVES IS DETERMINED BY COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES BASED ON INTERNAL COMPENSATION DATA BENCHMARKED AGAINST COMPENSATION STUDIES AND HIGHER EDUCATION METRICS SUCH AS AICUP AND CUPA. A WRITTEN EMPLOYMENT CONTRACT IS ESTABLISHED UPON APPROVAL BY THE BOARD.
- PART I, LINE 4B
- THE PRESIDENT, DR. KATHY W. HUMPHREY, PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN IN FY 2023 AND CONTRIBUTED A TOTAL OF $37,360.
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411359349304226
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