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Nonprofiteer
← JUNIATA COLLEGE

Form 990 for tax year 2023

Filed by JUNIATA COLLEGE.

Totals

Total revenue
$103,214,452
Total expenses
$110,276,205
Contributions and grants received
$13,551,258
Grants paid
$45,455,688
Program service revenue
$82,762,934
Investment income
$5,544,901
Other revenue
$1,355,359
Total assets, end of year
$250,052,055
Total liabilities, end of year
$88,663,841
Net assets or fund balances, end of year
$161,388,214
Program services expenses (Part IX)
$91,189,457
Management and general expenses
$16,558,592
Fundraising expenses
$2,528,156
Program service expenses (Part III)
$91,189,457

Program services were 82.7% 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

    $22,790

  • 1e · Government grants (contributions)

    $6,416,402

  • 1f · All other contributions, gifts and grants

    $7,112,066

  • 1g · Noncash contributions included above

    $308,274

  • 2a · Program service revenue: TUITION & FEES

    total $68,020,660 · related or exempt $68,020,660

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $14,742,274 · related or exempt $14,742,274

  • 3 · Investment income

    total $3,073,879 · unrelated business -$13,264 · excluded $3,087,143

  • 6a · Gross rents

    real property $699,586

  • 6b · Less rental expenses

    real property $429,268

  • 6c · Rental income or loss

    real property $270,318

  • 6d · Net rental income or loss

    total $270,318 · excluded $270,318

  • 7a · Gross sales of assets other than inventory

    securities $16,009,756 · other assets $41,807

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

    securities $13,580,541 · other assets $0

  • 7c · Gain or loss

    securities $2,429,215 · other assets $41,807

  • 7d · Net gain or loss

    total $2,471,022 · excluded $2,471,022

  • 8a · Fundraising events: gross income

    $26,660

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

    $22,790

  • 8b · Fundraising events: direct expenses

    $35,103

  • 8c · Net income from fundraising events

    total -$8,443 · excluded -$8,443

  • 9a · Gaming: gross income

    $9,827

  • 9b · Gaming: direct expenses

    $9,230

  • 9c · Net income from gaming

    total $597 · excluded $597

  • 11a · Other revenue: CONFERENCES

    total $512,092 · excluded $512,092

  • 11b · Other revenue: FACILITIES RENT - OTHE

    total $173,433 · excluded $173,433

  • 11c · Other revenue: FINES, FEES, & FORFEIT

    total $106,792 · excluded $106,792

  • 11d · All other revenue

    total $300,570 · excluded $300,570

  • 11e · Other revenue, total

    $1,092,887

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,585 · program services $2,585

  • 2 · Grants to domestic individuals

    total $45,453,103 · program services $45,453,103

  • 5 · Compensation of officers, directors and key employees

    total $1,793,840 · program services $402,085 · management and general $696,213 · fundraising $695,542

  • 7 · Other salaries and wages

    total $21,815,218 · program services $16,915,372 · management and general $4,686,795 · fundraising $213,051

  • 8 · Pension plan contributions

    total $1,871,972 · program services $1,373,108 · management and general $426,821 · fundraising $72,043

  • 9 · Other employee benefits

    total $7,687,025 · program services $5,638,502 · management and general $1,752,688 · fundraising $295,835

  • 10 · Payroll taxes

    total $1,693,087 · program services $1,241,895 · management and general $386,034 · fundraising $65,158

  • 11b · Fees: legal

    total $33,701 · management and general $33,701

  • 11c · Fees: accounting

    total $227,678 · management and general $227,678

  • 11e · Fees: professional fundraising services

    total $133,200 · fundraising $133,200

  • 11f · Fees: investment management

    total $468,680 · management and general $468,680

  • 11g · Fees: other

    total $2,843,211 · program services $1,643,183 · management and general $879,719 · fundraising $320,309

  • 12 · Advertising and promotion

    total $501,498 · program services $444,097 · management and general $42,410 · fundraising $14,991

  • 13 · Office expenses

    total $542,426 · program services $436,560 · management and general $71,539 · fundraising $34,327

  • 14 · Information technology

    total $2,165,876 · program services $1,087,681 · management and general $1,061,150 · fundraising $17,045

  • 16 · Occupancy

    total $134,251 · management and general $134,251

  • 17 · Travel

    total $1,326,752 · program services $1,193,948 · management and general $78,306 · fundraising $54,498

  • 20 · Interest

    total $2,399,366 · program services $2,399,366

  • 22 · Depreciation, depletion and amortization

    total $4,381,857 · program services $2,590,197 · management and general $1,635,916 · fundraising $155,744

  • 23 · Insurance

    total $1,262,524 · management and general $1,262,524

  • 24a · Other expenses: FOOD SERVICES

    total $5,927,755 · program services $4,348,062 · management and general $1,351,564 · fundraising $228,129

  • 24b · Other expenses: PROGRAMMING

    total $1,118,005 · program services $1,112,674 · management and general $5,331

  • 24c · Other expenses: ATHLETIC SUPPLIES

    total $334,009 · program services $334,009

  • 24d · Other expenses: EQUIP MAINT & SUPPLIES

    total $225,248 · program services $220,828 · management and general $4,420

  • 24e · All other expenses

    total $5,933,338 · program services $4,352,202 · management and general $1,352,852 · fundraising $228,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,503 · end of year $27,670

  • 2 · Savings and temporary cash investments

    beginning of year $19,796,812 · end of year $7,077,462

  • 3 · Pledges and grants receivable

    beginning of year $8,260,568 · end of year $7,652,858

  • 4 · Accounts receivable

    beginning of year $1,115,503 · end of year $1,108,382

  • 7 · Other notes and loans receivable

    beginning of year $445,588 · end of year $412,739

  • 8 · Inventories for sale or use

    beginning of year $321,065 · end of year $297,733

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,884,850 · end of year $1,548,469

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

    $182,512,665

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

    $88,521,696

  • 10c · Land, buildings and equipment, net

    beginning of year $81,537,204 · end of year $93,990,969

  • 11 · Investments: publicly traded securities

    beginning of year $95,019,163 · end of year $103,601,164

  • 12 · Investments: other securities

    beginning of year $19,469,308 · end of year $19,672,782

  • 14 · Intangible assets

    beginning of year $329,700 · end of year $224,574

  • 15 · Other assets

    beginning of year $13,835,656 · end of year $14,437,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,190,612 · end of year $7,203,637

  • 19 · Deferred revenue

    beginning of year $1,149,617 · end of year $1,471,521

  • 20 · Tax-exempt bond liabilities

    beginning of year $69,289,926 · end of year $69,227,156

  • 21 · Escrow or custodial account liability

    beginning of year $4,149,887 · end of year $4,063,091

  • 24 · Unsecured notes and loans payable

    beginning of year $1,253,971 · end of year $1,012,842

  • 25 · Other liabilities

    beginning of year $5,973,674 · end of year $5,685,594

  • 27 · Net assets without donor restrictions

    beginning of year $37,814,290 · end of year $39,672,498

  • 28 · Net assets with donor restrictions

    beginning of year $117,209,943 · end of year $121,715,716

Mission and programs · 2023

Mission

THE COLLEGE HAS A TRADITION OF MAINTAINING THE SENSE OF PEACE, SIMPLICITY, COMMUNITY, AND SERVICE SET FORTH BY ITS CHURCH OF THE BRETHREN FOUNDERS. CONTINUED ON SCHEDULE O.THROUGH ENCOURAGING PERSONAL, INTELLECTUAL, PHYSICAL, AND SOCIAL GROWTH IN EACH STUDENT AND MODELING VALUES OF MUTUAL RESPECT AND COOPERATION IN ITS CAMPUS COMMUNITY, THE COLLEGE SEEKS, THROUGH PROVIDING AN ENGAGING PERSONALIZED EDUCATIONAL EXPERIENCE, TO DEVELOP IN ITS STUDENTS THE SKILLS, KNOWLEDGE, AND VALUES THAT LEAD TO A FULFILLING LIFE OF SERVICE AND ETHICAL LEADERSHIP IN THE GLOBAL COMMUNITY.

Activities or mission (Part I)

JUNIATA COLLEGE IS A PRIVATE LIBERAL ARTS COLLEGE IN HUNTINGDON, PA.

  • JUNIATA COLLEGE IS A NONPROFIT EDUCATIONAL INSTITUTION ESTABLISHED IN 1876 TO PROVIDE HIGHER EDUCATION TO STUDENTS. THE COLLEGE AWARDS GRANTS-IN-AID AND SCHOLARSHIPS FROM ITS UNRESTRICTED AND RESTRICTED NET ASSETS TO INDIVIDUALS WHO MEET THE COLLEGE'S ACADEMIC STANDARDS. THE AMOUNTS OF SUCH AWARDS ARE DETERMINED PRIMARILY BASED UPON THE ACADEMIC PERFORMANCE OF EACH APPLICANT. ADDITIONAL FINANCIAL AID IS PROVIDED TO STUDENTS FROM FEDERAL AND STATE PROGRAMS IN WHICH THE COLLEGE PARTICIPATES AND FROM MONIES CONTRIBUTED TO THE COLLEGE BY ALUMNI AND FRIENDS. CONTINUED ON SCHEDULE O.DURING THE YEAR ENDED MAY 31, 2024, THE COLLEGE PROVIDED STUDENT FINANCIAL AID FROM INTERNAL RESOURCES OF APPROXIMATELY $42,181,000, WHICH REPRESENTED 62% OF GROSS TUITION AND FEE REVENUE. STUDENT FINANCIAL AID FROM MONIES CONTRIBUTED TO THE COLLEGE BY ALUMNI AND FRIENDS WAS APPROXIMATELY $3,272,000.

    Expenses $91,189,457 · Grants $45,455,688 · Revenue $82,762,934

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary M White Bs Ms

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Carl D Glaeser Bs

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Gail M Habecker Ba Bba

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Bruce L Moyer Ba JD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Christopher E Bair Bs MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David E Christopher Ba Med Ded

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cynthia G Clarke Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Nicole C Close Bs Ms PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey P Craft Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Randall C Deike Bs Ms PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jayne K Donahue Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David J Fahey Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Sarah Young Fisher Bs Ms

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joy L Hadley Bs Mpa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William P Hayes Ba

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steven J Holsinger Ba JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Eric C Jensen Bs PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael A L Johnson Bs MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elaine V Jones Bs PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael J Klag Bs MD MPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Fred C Mason Bs MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert S McMinn III Ba JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Howard M Nathan Bs MPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Colleen E Ostrowski Bs MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Richard E Paulhamus Bs Ms

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Carol A Pletcher Bs Ms PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William A Rys Ba JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Parisha P Shah Bs PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Henry F Siedzikowski Ba JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bradford P Sterl Ba MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Daniel K Sunderland Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Christopher J Thompson Bs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • George P Valko Bs MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Carol L Van Horn Bs JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Friedhelm Wulczyn Bs Ms PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David C Beachley Bs

    TRUSTEE (UNTIL SEP 23)

    Total calculated
    $0
    Hours/week
    1
  • Richard J Endres Bs

    TRUSTEE (UNTIL SEP 23)

    Total calculated
    $0
    Hours/week
    1
  • Randy L Kochel Bs MD

    TRUSTEE (UNTIL AUG 23)

    Total calculated
    $0
    Hours/week
    1
  • James A Troha Ba Ma PhD

    PRESIDENT (NON-VOTING)

    Total calculated
    $681,943
    From this org
    $492,148
    From related orgs
    $0
    Other
    $189,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,253
    Bonus
    $114,673
    Other
    $222
    Deferred
    $57,191
    Nontaxable benefits
    $132,604
    Filer's total
    $681,943
  • Lauren L Bowen PhD

    PROVOST

    Total calculated
    $254,166
    From this org
    $199,036
    From related orgs
    $0
    Other
    $55,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,036
    Bonus
    $0
    Other
    $0
    Deferred
    $20,538
    Nontaxable benefits
    $34,592
    Filer's total
    $254,166
  • Matthew Damschroder PhD

    VP STUDENT LIFE & DEAN OF STUDENTS

    Total calculated
    $159,285
    From this org
    $132,447
    From related orgs
    $0
    Other
    $26,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,947
    Bonus
    $500
    Other
    $0
    Deferred
    $13,615
    Nontaxable benefits
    $13,223
    Filer's total
    $159,285
  • Elizabeth Homan

    VP FOR STRATEGIC COMMS AND MARKETING

    Total calculated
    $102,183
    From this org
    $87,756
    From related orgs
    $0
    Other
    $14,427
    Hours/week
    40
  • Derek James

    DEAN OF EQUITY, DIVERSITY & INCLUSION

    Total calculated
    $83,592
    From this org
    $58,271
    From related orgs
    $0
    Other
    $25,321
    Hours/week
    40
  • Jason R Moran Ms

    VICE PRESIDENT FOR ENROLLMENT

    Total calculated
    $204,436
    From this org
    $156,767
    From related orgs
    $0
    Other
    $47,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,767
    Bonus
    $0
    Other
    $0
    Deferred
    $16,520
    Nontaxable benefits
    $31,149
    Filer's total
    $204,436
  • Jeffrey P Scaccia

    VICE PRESIDENT FOR FINANCE & BUSINESS AFFAIRS

    Total calculated
    $143,857
    From this org
    $108,132
    From related orgs
    $0
    Other
    $35,725
    Hours/week
    40
  • James R Watt Ma

    VP ADVANCEMENT & NEW STRATEGIC INITIATIVE

    Total calculated
    $193,885
    From this org
    $176,067
    From related orgs
    $0
    Other
    $17,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,327
    Bonus
    $0
    Other
    $4,740
    Deferred
    $17,133
    Nontaxable benefits
    $685
    Filer's total
    $193,885
  • Kathryn Guise

    EXECUTIVE ASSISTANT TO THE PRESIDENT

    Total calculated
    $124,226
    From this org
    $52,559
    From related orgs
    $0
    Other
    $71,667
    Hours/week
    40
  • Anne M Wood

    ASST VP & CIO (UNTIL JUL 23)

    Total calculated
    $185,841
    From this org
    $109,016
    From related orgs
    $0
    Other
    $76,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,516
    Bonus
    $500
    Other
    $0
    Deferred
    $11,502
    Nontaxable benefits
    $65,323
    Filer's total
    $185,841
  • Regina Lamendella

    FACULTY

    Total calculated
    $183,012
    From this org
    $142,078
    From related orgs
    $0
    Other
    $40,934
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,578
    Bonus
    $500
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $30,934
    Filer's total
    $183,012
  • Tracy L Stough Grajewski

    EX DIR/CH HR OFFICER (UNTIL SEP 23)

    Total calculated
    $173,900
    From this org
    $133,241
    From related orgs
    $0
    Other
    $40,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,241
    Bonus
    $0
    Other
    $0
    Deferred
    $13,167
    Nontaxable benefits
    $27,492
    Filer's total
    $173,900
  • Jill B Keeney

    FACULTY

    Total calculated
    $174,724
    From this org
    $134,133
    From related orgs
    $0
    Other
    $40,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,633
    Bonus
    $500
    Other
    $0
    Deferred
    $11,004
    Nontaxable benefits
    $29,587
    Filer's total
    $174,724
  • David P Andrews

    ADMINISTRATOR

    Total calculated
    $158,330
    From this org
    $135,509
    From related orgs
    $0
    Other
    $22,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,509
    Bonus
    $2,000
    Other
    $0
    Deferred
    $12,500
    Nontaxable benefits
    $10,321
    Filer's total
    $158,330
  • Dominick F Peruso

    ADMINISTRATOR

    Total calculated
    $165,790
    From this org
    $122,142
    From related orgs
    $0
    Other
    $43,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,642
    Bonus
    $500
    Other
    $0
    Deferred
    $13,000
    Nontaxable benefits
    $30,648
    Filer's total
    $165,790
  • Karla D Wiser Bs CPA

    CONTROLLER/FORMER CFO

    Total calculated
    $225,988
    From this org
    $101,772
    From related orgs
    $0
    Other
    $124,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,272
    Bonus
    $500
    Other
    $0
    Deferred
    $11,229
    Nontaxable benefits
    $112,987
    Filer's total
    $225,988

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
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT OF THE COLLEGE HAS A RESIDENCE PROVIDED TO HIM AS PART OF HIS COMPENSATION PACKAGE. IN ADDITION TO THE RESIDENCE, HOUSEKEEPING SERVICES, SUCH AS CLEANING AND MAINTENANCE, ARE ALSO PROVIDED BY THE COLLEGE. LIMITED TRAVEL FOR THE PRESIDENT'S SPOUSE IS PROVIDED AS WELL. THE COLLEGE PAID GOLF CLUB DUES FOR DR. TROHA FOR 2023. THESE BENEFITS ARE NOT TAXABLE INCOME TO THE PRESIDENT AS THEY ARE CONSIDERED ESSENTIAL TO PERFORMING HIS WORK FOR THE COLLEGE.
PART I, LINE 7
THE PRESIDENT'S BONUS WAS BASED UPON A PERFORMANCE SCORECARD DEVELOPED BY THE BOARD OF TRUSTEES. THE SCORECARD INCLUDES REVENUE, FUND RAISING, SPENDING AND A DISCRETIONARY COMPONENT. THE AMOUNT OF THE BONUS IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.

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
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202541049349301109

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