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Nonprofiteer
← CHATHAM UNIVERSITY

Form 990 for tax year 2023

Filed by CHATHAM UNIVERSITY.

Totals

Total revenue
$90,907,492
Total expenses
$99,815,023
Contributions and grants received
$6,630,581
Grants paid
$31,496,881
Program service revenue
$83,649,982
Investment income
$1,904,773
Other revenue
-$1,277,844
Total assets, end of year
$205,309,827
Total liabilities, end of year
$75,194,513
Net assets or fund balances, end of year
$130,115,314
Program services expenses (Part IX)
$79,985,116
Management and general expenses
$19,011,587
Fundraising expenses
$818,320
Program service expenses (Part III)
$79,985,116

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RHONDA PHILIPS

    PRESIDENT (ENTER 7/23)

    Total calculated
    $267,097
    From this org
    $240,964
    From related orgs
    $0
    Other
    $26,133
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $216,989
    Bonus
    $20,000
    Other
    $3,975
    Deferred
    $11,917
    Nontaxable benefits
    $14,216
    Filer's total
    $267,097

  • DAVID M HALL

    CHAIR

    Total calculated
    $0
    Hours/week
    3.5

  • KENT MCELHATTAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3.5

  • SANDRA RADER

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • SNEHAL DESAI

    TREASURER

    Total calculated
    $0
    Hours/week
    3.5

  • EILEEN PETULA

    INTERIM COO

    Total calculated
    $0
    Hours/week
    50

  • 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

    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 (EXIT 10/23)

    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

  • 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

    Total calculated
    $0
    Hours/week
    3

  • LALAH C WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER P WINTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3.5

  • WILLIAM T CAMPBELL

    VP MARKETING & COMMUNICATIONS

    Total calculated
    $228,032
    From this org
    $194,507
    From related orgs
    $0
    Other
    $33,525
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $193,046
    Bonus
    $0
    Other
    $1,461
    Deferred
    $12,703
    Nontaxable benefits
    $20,822
    Filer's total
    $228,032

  • AMY BECHER

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $219,311
    From this org
    $199,566
    From related orgs
    $0
    Other
    $19,745
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $197,760
    Bonus
    $0
    Other
    $1,806
    Deferred
    $12,792
    Nontaxable benefits
    $6,953
    Filer's total
    $219,311

  • CAREY MILLER VP

    UNIVERSITY ADVANCEMENT (EXIT 7/23)

    Total calculated
    $213,174
    From this org
    $200,564
    From related orgs
    $0
    Other
    $12,610
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $140,578
    Bonus
    $0
    Other
    $59,986
    Deferred
    $10,693
    Nontaxable benefits
    $1,917
    Filer's total
    $213,174

  • EDITH BARRETT DEAN

    SCHOOL OF ARTS, SCIENCE & BUSINESS

    Total calculated
    $232,117
    From this org
    $212,721
    From related orgs
    $0
    Other
    $19,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,052
    Bonus
    $0
    Other
    $2,669
    Deferred
    $12,321
    Nontaxable benefits
    $7,075
    Filer's total
    $232,117

  • SALVADOR L BONDOC

    DEAN, SCHOOL OF HEALTH SCIENCES

    Total calculated
    $216,921
    From this org
    $185,358
    From related orgs
    $0
    Other
    $31,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,769
    Bonus
    $0
    Other
    $589
    Deferred
    $11,997
    Nontaxable benefits
    $19,566
    Filer's total
    $216,921

  • LOUIS G LEONARD DEAN

    FALK SCHOOL FOR SUSTAINABILITY

    Total calculated
    $225,410
    From this org
    $205,925
    From related orgs
    $0
    Other
    $19,485
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $204,904
    Bonus
    $0
    Other
    $1,021
    Deferred
    $13,415
    Nontaxable benefits
    $6,070
    Filer's total
    $225,410

  • PAUL D STEINHAUS

    CIO, DIRECTOR OF INFO TECHNOLOGY

    Total calculated
    $205,423
    From this org
    $175,545
    From related orgs
    $0
    Other
    $29,878
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $171,186
    Bonus
    $0
    Other
    $4,359
    Deferred
    $10,619
    Nontaxable benefits
    $19,259
    Filer's total
    $205,423

  • MARY JO LOUGHRAN

    PROFESSOR OF COUNSELING PSYCHOLOGY

    Total calculated
    $175,661
    From this org
    $159,451
    From related orgs
    $0
    Other
    $16,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,006
    Bonus
    $0
    Other
    $1,445
    Deferred
    $8,896
    Nontaxable benefits
    $7,314
    Filer's total
    $175,661

  • DAVID FINEGOLD

    FORMER PRESIDENT

    Total calculated
    $306,023
    From this org
    $268,754
    From related orgs
    $0
    Other
    $37,269
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $211,638
    Bonus
    $0
    Other
    $57,116
    Deferred
    $17,780
    Nontaxable benefits
    $19,489
    Filer's total
    $306,023

  • JENNIFER HOERSTER

    FORMER VP FINANCE/ADMIN

    Total calculated
    $179,301
    From this org
    $160,200
    From related orgs
    $0
    Other
    $19,101
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $119,839
    Bonus
    $0
    Other
    $40,361
    Deferred
    $9,875
    Nontaxable benefits
    $9,226
    Filer's total
    $179,301

  • SEAN COLEMAN - FORMER VP

    PLANNING & ASSISTANT SECRETARY

    Total calculated
    $156,284
    From this org
    $145,638
    From related orgs
    $0
    Other
    $10,646
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $86,455
    Bonus
    $0
    Other
    $59,183
    Deferred
    $6,978
    Nontaxable benefits
    $3,668
    Filer's total
    $156,284

  • JENNA TEMPLETON

    FORMER VP FOR ACADEMIC AFFAIRS

    Total calculated
    $242,684
    From this org
    $223,027
    From related orgs
    $0
    Other
    $19,657
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $132,893
    Bonus
    $0
    Other
    $90,134
    Deferred
    $9,814
    Nontaxable benefits
    $9,843
    Filer's total
    $242,684

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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, THE PRESIDENT 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, LINES 4A-B
DURING THE FISCAL YEAR ENDED JUNE 30, 2024, CHATHAM UNIVERSITY MAINTAINED A SPLIT-DOLLAR LIFE INSURANCE POLICY AGREEMENT WITH DR. DAVID FINEGOLD. NO CASH PAYMENTS, INCLUDING PREMIUM PAYMENTS WERE MADE. DAVID FINEGOLD, PRESIDENT THROUGH MAY 2023, RECEIVED SEVERANCE OF $45,529 DURING CALENDAR YEAR 2023. JENNA TEMPLETON, VP FOR ACADEMIC AFFAIRS THROUGH MAY 2023, RECEIVED SEVERANCE OF $88,604 DURING CALENDAR YEAR 2023. CAREY MILLER, VP FOR UNIVERSITY ADVANCEMENT THROUGH JULY 2023, RECEIVED SEVERANCE OF $59,067 DURING CALENDAR YEAR 2023. JENNIFER HOERSTER, VP FINANCE/ADMIN THROUGH MAY 2023, RECEIVED SEVERANCE OF $39,615 DURING CALENDAR YEAR 2023. SEAN COLEMAN, VP OF PLANNING & ASSISTANT SECRETARY THROUGH JUNE 2023, RECEIVED SEVERANCE OF $57,882 DURING CALENDAR YEAR 2023.
PART I, LINE 7
DR. RHONDA PHILLIPS, PRESIDENT, RECEIVED A ONE-TIME SIGNING BONUS OF $20,000.

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

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.

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.

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349301603

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