Totals
- Total revenue
- $149,337,359
- Total expenses
- $151,539,948
- Contributions and grants received
- $15,961,497
- Grants paid
- $58,923,743
- Program service revenue
- $127,164,278
- Investment income
- $5,958,800
- Other revenue
- $252,784
- Total assets, end of year
- $168,302,499
- Total liabilities, end of year
- $68,210,644
- Net assets or fund balances, end of year
- $100,091,855
- Program services expenses (Part IX)
- $142,555,024
- Management and general expenses
- $8,012,853
- Fundraising expenses
- $972,071
- Program service expenses (Part III)
- $142,555,024
Program services were 94.1% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$3,792
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$14,046,012
-
1f · All other contributions, gifts and grants
$1,911,693
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Tuition & Fees
total $99,400,534 · related or exempt $99,400,534 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Auxiliary Services
total $23,583,315 · related or exempt $23,583,315 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Government Grants & Contracts
total $1,665,816 · related or exempt $1,665,816 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Other Educational Related
total $1,514,927 · related or exempt $1,514,927 · unrelated business $0 · excluded $0
-
2e · Program service revenue: Athletics
total $346,826 · related or exempt $346,826 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $652,860 · related or exempt $581,743 · unrelated business $71,117 · excluded $0
-
3 · Investment income
total $1,388,766 · related or exempt $0 · unrelated business $0 · excluded $1,388,766
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $20,431 · related or exempt $0 · unrelated business $0 · excluded $20,431
-
6a · Gross rents
real property $430,106 · personal property $45,819
-
6b · Less rental expenses
real property $76,704 · personal property $341,944
-
6c · Rental income or loss
real property $353,402 · personal property -$296,125
-
6d · Net rental income or loss
total $57,277 · related or exempt $0 · unrelated business -$10,078 · excluded $67,355
-
7a · Gross sales of assets other than inventory
securities $30,677,205 · other assets $1,706,697
-
7b · Less cost or other basis and sales expenses
securities $26,662,654 · other assets $1,151,214
-
7c · Gain or loss
securities $4,014,551 · other assets $555,483
-
7d · Net gain or loss
total $4,570,034 · related or exempt $0 · unrelated business $0 · excluded $4,570,034
-
8a · Fundraising events: gross income
$383,580
-
8a · Fundraising events: contributions included on line 1c
$3,792
-
8b · Fundraising events: direct expenses
$208,504
-
8c · Net income from fundraising events
total $175,076 · unrelated business $0 · excluded $175,076
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,152 · program services $4,152
-
2 · Grants to domestic individuals
total $58,919,591 · program services $58,919,591
-
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 $1,210,316 · program services $132,892 · management and general $987,785 · fundraising $89,639
-
6 · Compensation of disqualified persons
total $6,459 · program services $6,459 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $26,779,725 · program services $24,590,939 · management and general $1,920,309 · fundraising $268,477
-
8 · Pension plan contributions
total $918,206 · program services $816,285 · management and general $83,924 · fundraising $17,997
-
9 · Other employee benefits
total $7,808,931 · program services $6,942,140 · management and general $713,736 · fundraising $153,055
-
10 · Payroll taxes
total $1,957,071 · program services $1,781,735 · management and general $171,965 · fundraising $3,371
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $91,387 · program services $0 · management and general $91,387 · fundraising $0
-
11c · Fees: accounting
total $120,310 · program services $0 · management and general $120,310 · 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 $43,856 · program services $0 · management and general $43,856 · fundraising $0
-
11g · Fees: other
total $15,147,289 · program services $14,181,497 · management and general $811,098 · fundraising $154,694
-
12 · Advertising and promotion
total $657,779 · program services $103,996 · management and general $553,783 · fundraising $0
-
13 · Office expenses
total $4,316,991 · program services $3,817,577 · management and general $470,812 · fundraising $28,602
-
14 · Information technology
total $3,710,074 · program services $3,102,379 · management and general $553,968 · fundraising $53,727
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $5,432,633 · program services $4,932,581 · management and general $391,302 · fundraising $108,750
-
17 · Travel
total $2,292,832 · program services $2,204,245 · management and general $88,587 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $1,000,708 · program services $791,366 · management and general $115,583 · fundraising $93,759
-
20 · Interest
total $3,403,226 · program services $3,403,226 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $6,149,528 · program services $6,149,528 · management and general $0 · fundraising $0
-
23 · Insurance
total $958,644 · program services $127,567 · management and general $831,077 · fundraising $0
-
24a · Other expenses: Cost of Sales - Dining, Bookstore & Production
total $8,676,638 · program services $8,676,638 · management and general $0 · fundraising $0
-
24b · Other expenses: Bad Debts, Write-offs, and Collections
total $667,040 · program services $667,040 · management and general $0 · fundraising $0
-
24c · Other expenses: UBIT Advertising Expense
total $78,229 · program services $78,229 · management and general $0 · fundraising $0
-
24d · Other expenses: Athletic Team Expenses
total $598,554 · program services $598,554 · management and general $0 · fundraising $0
-
24e · All other expenses
total $589,779 · program services $526,408 · management and general $63,371 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $10,211,066 · end of year $16,249,909
-
3 · Pledges and grants receivable
beginning of year $12,493,681 · end of year $3,887,502
-
4 · Accounts receivable
beginning of year $2,513,647 · end of year $540,598
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $963,674 · end of year $540,826
-
8 · Inventories for sale or use
beginning of year $280,257 · end of year $347,424
-
9 · Prepaid expenses and deferred charges
beginning of year $830,045 · end of year $1,330,559
-
10a · Land, buildings and equipment: cost or other basis
$203,922,695
-
10b · Land, buildings and equipment: accumulated depreciation
$96,891,367
-
10c · Land, buildings and equipment, net
beginning of year $112,258,126 · end of year $107,031,328
-
11 · Investments: publicly traded securities
beginning of year $34,459,660 · end of year $34,439,392
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $3,934,961
-
17 · Accounts payable and accrued expenses
beginning of year $9,972,213 · end of year $8,584,448
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $3,316,235 · end of year $3,614,300
-
20 · Tax-exempt bond liabilities
beginning of year $44,055,387 · end of year $42,992,164
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $8,242,726 · end of year $8,097,396
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,235,705 · end of year $4,922,336
-
27 · Net assets without donor restrictions
beginning of year $80,299,453 · end of year $74,050,468
-
28 · Net assets with donor restrictions
beginning of year $26,888,437 · end of year $26,041,387
Mission and programs · 2022
Mission
Consistent with its Catholic identity and Mercy heritage, Mercyhurst University educates men and women in a culture where faith and reason flourish together, where the beauty and power of the liberal arts combine with an appreciation for the dignity of work and a commitment to serving others. Confident in the strength of its student-faculty bonds, the university community is inspired by the image of students whose choices, in life and work, will enable them to realize the human and spiritual values embedded in everyday realities and to exercise leadership in service toward a just world.
Activities or mission (Part I)
Mercyhurst University is a fully accredited, four-year, Catholic comprehensive institution founded by the Sisters of Mercy in 1926. The Erie (Pa.) campus offers sixty-five (65) undergraduate majors with seventy (70) minors, as well as unique adult programs and thirteen (13) graduate programs.
-
At the fall census date during the 2022-23 academic year there were 2814 students enrolled in undergraduate, graduate, and associate degree programs at the main campus in Erie (2801) and other satellites (13) . The student population was comprised of 2249 full-time and 197 part-time undergraduate students along with 228 full-time and 127 part-time graduate students. Additionally, there were 13 municipal police academy students. There were 145 full-time and 93 part-time faculty. During the academic year, 847 total degrees were conferred in the following categories: Baccalaureate 489, Associate 97, Masters 204, UG certificates 45 and Grad certificates 12. The University offered 13 graduate programs, 65 undergraduate majors with 70 minors, and 9 associate degree programs.
Expenses $68,261,454 · Grants $48,867,039 · Revenue $99,400,534
-
Auxiliary services includes student housing, foodservice, the University bookstore and the University's conference center on the Main campus. The total student population in University housing on the Main campus was 1,705 for the 2022-23 fiscal year. 1,531 students at the Main campus had paid meal plans while many other students and employees dine in University facilities on a pay-as-you-go basis. The University maintains a bookstore on the Main campus. The University has a conference center facility at the Main campus and regularly hosts outside groups and organizations.
Expenses $11,970,699 · Revenue $23,583,315
-
All other program related activities.
Expenses $62,322,871 · Grants $10,056,704 · Revenue $4,180,429
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Getz Kathleen A
President and Board of Trustees
- Total calculated
- $421,906
- From this org
- $381,212
- From related orgs
- $0
- Other
- $40,694
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $380,192
- Bonus
- $0
- Other
- $1,020
- Deferred
- $21,175
- Nontaxable benefits
- $19,518
- Filer's total
- $421,905
-
Veitch Dionne N
VP of Enrollment
- Total calculated
- $235,923
- From this org
- $122,321
- From related orgs
- $0
- Other
- $113,602
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $122,321
- Bonus
- $0
- Other
- $0
- Deferred
- $7,040
- Nontaxable benefits
- $106,562
- Filer's total
- $235,923
-
Heller Michael E
Vice President of Finance
- Total calculated
- $199,842
- From this org
- $169,472
- From related orgs
- $0
- Other
- $30,370
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $169,472
- Bonus
- $0
- Other
- $0
- Deferred
- $9,651
- Nontaxable benefits
- $20,719
- Filer's total
- $199,842
-
Martin John J
CVC HIDTA Executive Director
- Total calculated
- $190,045
- From this org
- $190,045
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $190,042
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $190,042
-
Newhook Robin L
Associate Professor of PA Program
- Total calculated
- $188,070
- From this org
- $125,079
- From related orgs
- $0
- Other
- $62,991
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $125,079
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $62,991
- Filer's total
- $188,070
-
Hartman Gary
Deputy Director of HIDTA
- Total calculated
- $181,822
- From this org
- $181,822
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $181,822
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $181,822
-
Ferry Steven J
Central Valley HIDTA Program Manager
- Total calculated
- $166,134
- From this org
- $157,473
- From related orgs
- $0
- Other
- $8,661
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $157,473
- Bonus
- $0
- Other
- $0
- Deferred
- $8,661
- Nontaxable benefits
- $0
- Filer's total
- $166,134
-
Belfiore Phillip
Professor of Education, Graduate
- Total calculated
- $161,067
- From this org
- $131,952
- From related orgs
- $0
- Other
- $29,115
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $131,952
- Bonus
- $0
- Other
- $0
- Deferred
- $8,043
- Nontaxable benefits
- $21,072
- Filer's total
- $161,067
-
Bollheimer Meredith
General Counsel, VP of Legal Affairs
- Total calculated
- $158,452
- From this org
- $127,242
- From related orgs
- $0
- Other
- $31,210
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $126,222
- Bonus
- $0
- Other
- $1,020
- Deferred
- $9,888
- Nontaxable benefits
- $21,323
- Filer's total
- $158,453
-
Zirkle Laura M
Vice President of Student Life
- Total calculated
- $156,970
- From this org
- $125,126
- From related orgs
- $0
- Other
- $31,844
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $125,126
- Bonus
- $0
- Other
- $0
- Deferred
- $9,925
- Nontaxable benefits
- $21,919
- Filer's total
- $156,970
-
Britt Jeanette
VP for Technology and CIO
- Total calculated
- $149,938
- From this org
- $137,511
- From related orgs
- $0
- Other
- $12,427
- Hours/week
- 45
-
Kelsey Jane M
Assistant VP for Finance/Treasurer
- Total calculated
- $136,969
- From this org
- $119,508
- From related orgs
- $0
- Other
- $17,461
- Hours/week
- 45
-
Breckenridge James G
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Cipriani Dario
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Courneen Sister JoAnne K
Vice Chair of the Board & Interim Co-Chair of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
DeFrancesco Brian C
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Durkin Rosemary D
Secretary of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Fiedler Stephen J
Treasurer of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Garzon Paula E
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Gibson Ryan
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Jeffress Andrea T
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Johnson Matthew W
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Kern B Scott
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Kubiak Lev J
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Langer John H
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Lilly Brian M
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Maher Yvonne J
Vice Chair of the Board & Interim Co-Chair of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
McAndrew Marc
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Moran Daniel J
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
NeCastro Joseph G
Chair of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Pietraszek Margaret M
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Salvia Mark J
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Saxon John W
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Schaaf Mary E
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Spadofor Christine J
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Wenig Barbara P
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
-
Weschler Patrick J
Board of Trustees
- Total calculated
- $0
- Hours/week
- 1
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 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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)
- Schedule J, Part I, Line 1a
- The President is permitted to fly first class while certain other VPs are permitted if the trip is either cross country or international in nature. The University did not use any charter travel during the reporting period. Social Club Dues - The President, as part of her contract, and certain other VPs received social club memberships. This benefit was considered taxable and taxed accordingly.
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.
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.
-
Mercyhurst Student Housing LLC
Student Housing · PA · income $2,441,123 · assets $30,255,337
-
WB HIDTA LLC
Assist Enforcement in High Drug Trafficking Areas · PA · income $0 · assets $0
-
Atlanta Carolinas HIDTA LLC
Assist Enforcement in High Drug Trafficking Areas · PA · income $0 · assets $0
-
CVC HIDTA LLC
Assist Enforcement in High Drug Trafficking Areas · PA · income $0 · assets $0
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440549349301109
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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