Skip to content
Nonprofiteer
← MERCYHURST UNIVERSITY

Form 990 for tax year 2023

Filed by MERCYHURST UNIVERSITY.

Totals

Total revenue
$146,858,763
Total expenses
$155,032,916
Contributions and grants received
$19,333,921
Grants paid
$58,919,737
Program service revenue
$124,667,648
Investment income
$2,506,445
Other revenue
$350,749
Total assets, end of year
$161,603,499
Total liabilities, end of year
$65,426,690
Net assets or fund balances, end of year
$96,176,809
Program services expenses (Part IX)
$144,275,306
Management and general expenses
$9,625,217
Fundraising expenses
$1,132,393
Program service expenses (Part III)
$144,275,306

Program services were 93.1% 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

    $12,338

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $16,824,947

  • 1f · All other contributions, gifts and grants

    $2,496,636

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Tuition & Fees

    total $97,707,960 · related or exempt $97,707,960 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Auxiliary Services

    total $22,773,006 · related or exempt $22,773,006 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Other Educational Related

    total $1,521,371 · related or exempt $1,521,371 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Government Grants & Contracts

    total $1,506,270 · related or exempt $1,506,270 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Athletics

    total $393,411 · related or exempt $393,411 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $765,630 · related or exempt $726,930 · unrelated business $38,700 · excluded $0

  • 3 · Investment income

    total $1,661,013 · related or exempt $0 · unrelated business $0 · excluded $1,661,013

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $12,073 · related or exempt $0 · unrelated business $0 · excluded $12,073

  • 6a · Gross rents

    real property $380,169 · personal property $100,375

  • 6b · Less rental expenses

    real property $36,219 · personal property $359,793

  • 6c · Rental income or loss

    real property $343,950 · personal property -$259,418

  • 6d · Net rental income or loss

    total $84,532 · related or exempt $0 · unrelated business $33,080 · excluded $51,452

  • 7a · Gross sales of assets other than inventory

    securities $17,950,966 · other assets $375,962

  • 7b · Less cost or other basis and sales expenses

    securities $17,351,856 · other assets $129,640

  • 7c · Gain or loss

    securities $599,110 · other assets $246,322

  • 7d · Net gain or loss

    total $845,432 · related or exempt $0 · unrelated business $0 · excluded $845,432

  • 8a · Fundraising events: gross income

    $342,903

  • 8a · Fundraising events: contributions included on line 1c

    $12,338

  • 8b · Fundraising events: direct expenses

    $88,759

  • 8c · Net income from fundraising events

    total $254,144 · unrelated business $0 · excluded $254,144

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,753 · program services $9,753

  • 2 · Grants to domestic individuals

    total $58,909,984 · program services $58,909,984

  • 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 $1,081,981 · program services $42,533 · management and general $954,381 · fundraising $85,067

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $25,883,343 · program services $23,057,481 · management and general $2,533,785 · fundraising $292,077

  • 8 · Pension plan contributions

    total $448,998 · program services $386,883 · management and general $55,079 · fundraising $7,036

  • 9 · Other employee benefits

    total $7,230,165 · program services $6,229,925 · management and general $886,937 · fundraising $113,303

  • 10 · Payroll taxes

    total $1,803,420 · program services $1,587,484 · management and general $212,604 · fundraising $3,332

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $256,488 · program services $0 · management and general $256,488 · fundraising $0

  • 11c · Fees: accounting

    total $123,180 · program services $0 · management and general $123,180 · 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 $22,595 · program services $0 · management and general $22,595 · fundraising $0

  • 11g · Fees: other

    total $17,770,370 · program services $16,435,564 · management and general $1,062,223 · fundraising $272,583

  • 12 · Advertising and promotion

    total $557,795 · program services $98,171 · management and general $449,863 · fundraising $9,761

  • 13 · Office expenses

    total $4,801,494 · program services $4,297,044 · management and general $434,264 · fundraising $70,186

  • 14 · Information technology

    total $3,662,661 · program services $3,007,379 · management and general $612,755 · fundraising $42,527

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $5,998,771 · program services $5,129,678 · management and general $775,800 · fundraising $93,293

  • 17 · Travel

    total $2,211,220 · program services $2,095,386 · management and general $87,297 · fundraising $28,537

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $959,101 · program services $698,793 · management and general $145,617 · fundraising $114,691

  • 20 · Interest

    total $3,448,009 · program services $3,448,009 · 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 $6,138,188 · program services $6,138,188 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $1,060,375 · program services $121,021 · management and general $939,354 · fundraising $0

  • 24a · Other expenses: Cost of Sales - Dining, Bookstore & production

    total $8,936,419 · program services $8,936,419 · management and general $0 · fundraising $0

  • 24b · Other expenses: D1 Transition Costs

    total $2,451,500 · program services $2,451,500 · management and general $0 · fundraising $0

  • 24c · Other expenses: Athletic Team Expenses

    total $454,140 · program services $454,140 · management and general $0 · fundraising $0

  • 24d · Other expenses: Bad Debts, Write-offs, and Collections

    total $143,070 · program services $143,070 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $669,896 · program services $596,901 · management and general $72,995

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 $16,249,909 · end of year $11,809,175

  • 3 · Pledges and grants receivable

    beginning of year $3,887,502 · end of year $482,784

  • 4 · Accounts receivable

    beginning of year $540,598 · end of year $4,344,954

  • 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 $540,826 · end of year $435,724

  • 8 · Inventories for sale or use

    beginning of year $347,424 · end of year $286,699

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,330,559 · end of year $1,145,323

  • 10a · Land, buildings and equipment: cost or other basis

    $205,798,585

  • 10b · Land, buildings and equipment: accumulated depreciation

    $102,816,203

  • 10c · Land, buildings and equipment, net

    beginning of year $107,031,328 · end of year $102,982,382

  • 11 · Investments: publicly traded securities

    beginning of year $34,439,392 · end of year $36,421,142

  • 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 $3,934,961 · end of year $3,695,316

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,584,448 · end of year $8,169,602

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $3,614,300 · end of year $3,564,140

  • 20 · Tax-exempt bond liabilities

    beginning of year $42,992,164 · end of year $42,185,151

  • 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 $8,097,396 · end of year $7,012,869

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,922,336 · end of year $4,494,928

  • 27 · Net assets without donor restrictions

    beginning of year $74,050,468 · end of year $66,207,318

  • 28 · Net assets with donor restrictions

    beginning of year $26,041,387 · end of year $29,969,491

Mission and programs · 2023

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-one (61) undergraduate majors with seventy (70) minors, as well as unique adult programs and thirteen (13) graduate programs.

  • At the fall census date during the 2023-24 academic year there were 2668 students enrolled in undergraduate, graduate, and associate degree programs at the campus. The student population was comprised of 2129 full-time and 163 part-time undergraduate students along with 273 full-time and 103 part-time graduate students. There were 131 full-time and 99 part-time faculty. During the academic year, 769 total degrees were conferred in the following categories: Baccalaureate 474, Associate 66, Masters 180, UG certificates 40 and Grad certificates 9. The University offered 13 graduate programs, 61 undergraduate majors with 70 minors, and 8 associate degree programs.

    Expenses $65,602,661 · Grants $48,381,532 · Revenue $97,707,960

  • 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 1,627 for the 2023-24 fiscal year. 1,593 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 $12,104,251 · Revenue $22,773,006

  • Athletic expenses include all expenses for athletic and club sports including but not limited to salaries and wages, travel and living, game expenses, meetings and events, vehicle leases, recruitment and financial aid.

    Expenses $17,414,610 · Grants $10,528,452 · Revenue $393,411

  • See Schedule O, Statement 2

    Expenses $49,153,784 · Revenue $3,793,271

As filed on the 2023 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
    $405,475
    From this org
    $369,814
    From related orgs
    $0
    Other
    $35,661
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $368,794
    Bonus
    $0
    Other
    $1,020
    Deferred
    $14,690
    Nontaxable benefits
    $20,971
    Filer's total
    $405,475

  • Martin John J

    CVC HIDTA Executive Director

    Total calculated
    $218,337
    From this org
    $210,783
    From related orgs
    $0
    Other
    $7,554
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $210,783
    Bonus
    $0
    Other
    $0
    Deferred
    $7,554
    Nontaxable benefits
    $0
    Filer's total
    $218,337

  • Newhook Robin L

    Associate Professor of PA Program

    Total calculated
    $199,358
    From this org
    $135,024
    From related orgs
    $0
    Other
    $64,334
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $135,024
    Bonus
    $0
    Other
    $0
    Deferred
    $4,262
    Nontaxable benefits
    $60,072
    Filer's total
    $199,358

  • Heller Michael E

    Vice President of Finance

    Total calculated
    $193,051
    From this org
    $163,585
    From related orgs
    $0
    Other
    $29,466
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $163,585
    Bonus
    $0
    Other
    $0
    Deferred
    $6,696
    Nontaxable benefits
    $22,770
    Filer's total
    $193,051

  • Hartman Gary

    Deputy Director of HIDTA

    Total calculated
    $191,551
    From this org
    $191,551
    From related orgs
    $0
    Other
    $0
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,551
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $191,551

  • Ferry Steven J

    Central Valley HIDTA Program Manager

    Total calculated
    $177,058
    From this org
    $170,510
    From related orgs
    $0
    Other
    $6,548
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $170,510
    Bonus
    $0
    Other
    $0
    Deferred
    $6,548
    Nontaxable benefits
    $0
    Filer's total
    $177,058

  • Burniston Amy

    Associate Professor of Education

    Total calculated
    $168,454
    From this org
    $165,007
    From related orgs
    $0
    Other
    $3,447
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,007
    Bonus
    $0
    Other
    $0
    Deferred
    $2,667
    Nontaxable benefits
    $780
    Filer's total
    $168,454

  • Zirkle Laura M

    Vice President of Student Life

    Total calculated
    $162,877
    From this org
    $131,971
    From related orgs
    $0
    Other
    $30,906
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $131,971
    Bonus
    $0
    Other
    $0
    Deferred
    $6,886
    Nontaxable benefits
    $24,020
    Filer's total
    $162,877

  • McCrimmon Samuel

    VP of Advancement

    Total calculated
    $156,393
    From this org
    $147,429
    From related orgs
    $0
    Other
    $8,964
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $147,429
    Bonus
    $0
    Other
    $0
    Deferred
    $5,914
    Nontaxable benefits
    $3,050
    Filer's total
    $156,393

  • Britt Jeanette

    VP for Technology and CIO

    Total calculated
    $149,983
    From this org
    $134,213
    From related orgs
    $0
    Other
    $15,770
    Hours/week
    45

  • Kelsey Jane M

    Assistant VP for Finance/Treasurer

    Total calculated
    $134,770
    From this org
    $119,445
    From related orgs
    $0
    Other
    $15,325
    Hours/week
    45

  • Baker Gregory J

    VP for Mission Integration/Secretary

    Total calculated
    $110,518
    From this org
    $101,771
    From related orgs
    $0
    Other
    $8,747
    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

  • Deeb Bassam

    Board of Trustees

    Total calculated
    $0
    Hours/week
    1

  • Durkin Rosemary D

    Board of Trustees

    Total calculated
    $0
    Hours/week
    1

  • Fiedler Stephen J

    Vice Chair of the 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

  • Kern B Scott

    Vice Chair of the 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

  • Martin-Stewart Jamie

    Board of Trustees

    Total calculated
    $0
    Hours/week
    1

  • McAndrew Marc

    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

    Treasurer of the Board of Trustees

    Total calculated
    $0
    Hours/week
    1

  • Wenig Barbara P

    Secretary of the 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 $2,441,124 · assets $30,160,031

  • 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
2023
Filed
24 February 2025
IRS schema version
2023v6.0
Source object
202520559349301757

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.