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Nonprofiteer
← MORAVIAN UNIVERSITY

Form 990 for tax year 2023

Filed by MORAVIAN UNIVERSITY.

Totals

Total revenue
$140,599,054
Total expenses
$140,559,770
Contributions and grants received
$11,723,324
Grants paid
$52,419,628
Program service revenue
$121,927,583
Investment income
$5,726,594
Other revenue
$1,221,553
Total assets, end of year
$375,692,320
Total liabilities, end of year
$113,104,807
Net assets or fund balances, end of year
$262,587,513
Program services expenses (Part IX)
$125,832,726
Management and general expenses
$11,605,220
Fundraising expenses
$3,121,824
Program service expenses (Part III)
$125,832,726

Program services were 89.5% 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

    $77,847

  • 1e · Government grants (contributions)

    $1,546,607

  • 1f · All other contributions, gifts and grants

    $10,098,870

  • 1g · Noncash contributions included above

    $2,639,882

  • 2a · Program service revenue: TUITION & FEES

    total $107,786,789 · related or exempt $107,786,789

  • 2b · Program service revenue: DORMITORY FEES & RENTALS

    total $6,885,789 · related or exempt $6,885,789

  • 2c · Program service revenue: BOARD REVENUE

    total $6,715,582 · related or exempt $6,715,582

  • 2d · Program service revenue: MISC. EDUCATION PROGRAM FEES

    total $357,273 · related or exempt $357,273

  • 2e · Program service revenue: FEDERAL ADMIN REIMBURSEMENT

    total $155,690 · related or exempt $155,690

  • 2f · All other program service revenue

    total $26,460 · related or exempt $26,460

  • 3 · Investment income

    total $3,707,057 · unrelated business $148,355 · excluded $3,558,702

  • 6a · Gross rents

    real property $880,198

  • 6b · Less rental expenses

    real property $578,802

  • 6c · Rental income or loss

    real property $301,396

  • 6d · Net rental income or loss

    total $301,396 · related or exempt $138,666 · unrelated business $30,303 · excluded $132,427

  • 7a · Gross sales of assets other than inventory

    securities $21,049,000 · other assets $24,405

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

    securities $16,137,621 · other assets $2,916,247

  • 7c · Gain or loss

    securities $4,911,379 · other assets -$2,891,842

  • 7d · Net gain or loss

    total $2,019,537 · excluded $2,019,537

  • 8a · Fundraising events: gross income

    $85,462

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

    $77,847

  • 8b · Fundraising events: direct expenses

    $89,200

  • 8c · Net income from fundraising events

    total -$3,738 · excluded -$3,738

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $427,678 · excluded $427,678

  • 11b · Other revenue: STUDENT FEES & FINES

    total $213,439 · excluded $213,439

  • 11c · Other revenue: COMMISSIONS

    total $212,350 · excluded $212,350

  • 11d · All other revenue

    total $70,428 · excluded $70,428

  • 11e · Other revenue, total

    $923,895

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $52,419,628 · program services $52,419,628

  • 5 · Compensation of officers, directors and key employees

    total $2,464,958 · program services $1,238,061 · management and general $961,538 · fundraising $265,359

  • 7 · Other salaries and wages

    total $36,340,866 · program services $31,153,489 · management and general $3,937,024 · fundraising $1,250,353

  • 8 · Pension plan contributions

    total $1,888,934 · program services $1,619,685 · management and general $204,507 · fundraising $64,742

  • 9 · Other employee benefits

    total $8,384,034 · program services $7,070,645 · management and general $988,789 · fundraising $324,600

  • 10 · Payroll taxes

    total $2,709,451 · program services $2,271,965 · management and general $330,464 · fundraising $107,022

  • 11a · Fees: management

    total $1,031,568 · program services $1,031,568

  • 11b · Fees: legal

    total $250,512 · program services $168 · management and general $250,344

  • 11c · Fees: accounting

    total $140,082 · management and general $140,082

  • 11f · Fees: investment management

    total $648,431 · management and general $648,431

  • 11g · Fees: other

    total $1,255,309 · program services $389,450 · management and general $745,859 · fundraising $120,000

  • 12 · Advertising and promotion

    total $1,039,614 · program services $344,895 · management and general $694,667 · fundraising $52

  • 13 · Office expenses

    total $1,534,831 · program services $1,180,609 · management and general $335,623 · fundraising $18,599

  • 14 · Information technology

    total $2,027,374 · program services $1,234,228 · management and general $793,146

  • 16 · Occupancy

    total $3,628,420 · program services $3,628,420

  • 17 · Travel

    total $1,483,119 · program services $1,407,983 · management and general $60,290 · fundraising $14,846

  • 20 · Interest

    total $1,930,988 · program services $1,804,943 · management and general $126,045

  • 22 · Depreciation, depletion and amortization

    total $8,912,707 · program services $8,280,211 · management and general $632,496

  • 23 · Insurance

    total $797,064 · program services $797,064

  • 24a · Other expenses: FOOD SERVICES

    total $4,907,280 · program services $4,878,944 · management and general $28,336

  • 24b · Other expenses: ATHLETICS OTHER COSTS

    total $779,547 · program services $779,547

  • 24c · Other expenses: RESTRICTED EXPENDITURES

    total $675,664 · program services $355,312 · management and general $108,713 · fundraising $211,639

  • 24d · Other expenses: STUDENT RECRUITING

    total $652,374 · program services $652,374

  • 24e · All other expenses

    total $4,657,015 · program services $3,293,537 · management and general $618,866 · fundraising $744,612

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,424 · end of year $5,976

  • 2 · Savings and temporary cash investments

    beginning of year $10,111,791 · end of year $12,625,322

  • 3 · Pledges and grants receivable

    beginning of year $8,708,333 · end of year $8,515,656

  • 4 · Accounts receivable

    beginning of year $3,850,877 · end of year $4,318,969

  • 7 · Other notes and loans receivable

    beginning of year $1,056,740 · end of year $999,931

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,141,483 · end of year $2,332,695

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

    $275,085,974

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

    $142,804,369

  • 10c · Land, buildings and equipment, net

    beginning of year $120,810,599 · end of year $132,281,605

  • 11 · Investments: publicly traded securities

    beginning of year $97,982,118 · end of year $122,689,373

  • 12 · Investments: other securities

    beginning of year $41,675,028 · end of year $45,543,721

  • 13 · Investments: program-related

    beginning of year $5,443,894 · end of year $5,334,508

  • 15 · Other assets

    beginning of year $3,842,790 · end of year $41,044,564

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,564,674 · end of year $7,471,429

  • 19 · Deferred revenue

    beginning of year $5,630,475 · end of year $5,391,268

  • 20 · Tax-exempt bond liabilities

    beginning of year $56,397,282 · end of year $93,635,670

  • 25 · Other liabilities

    beginning of year $6,559,663 · end of year $6,606,440

  • 27 · Net assets without donor restrictions

    beginning of year $84,015,293 · end of year $87,233,285

  • 28 · Net assets with donor restrictions

    beginning of year $139,458,690 · end of year $175,354,228

Mission and programs · 2023

Mission

MORAVIAN UNIVERSITY'S REVOLUTIONARY EXPERIENCE IS FOCUSED ON CREATING A COMMUNITY OF LEARNERS WHERE STUDENTS WORK CLOSELY WITH PROFESSORS TO DEVELOP SKILLS AND HABITS, INTEGRATING THEM INTO PROFESSIONAL CAREERS THROUGH EXPERIENTIAL LEARNING. BY FOCUSING ON THE SKILLS OF COMMUNICATION, ANALYSIS, TEAMWORK AND LEADERSHIP, ETHICAL REASONING, GLOBAL AWARENESS, AND CRITICAL THINKING, MORAVIAN UNIVERSITY PREPARES STUDENTS WITH THE TRANSFERABLE SKILLS NEEDED FOR ANY CAREER. A MORAVIAN EDUCATION IS UNIQUE IN ITS USE OF HISTORY, SKILL OF REFLECTIVITY, AND ITS ENCOURAGEMENT TO BE PRODUCERS. THE FOUNDERS OF MORAVIAN UNIVERSITY WERE PRODUCERS AS WELL AS EDUCATORS, SO A MORAVIAN EDUCATION FOCUSES ON THE PRODUCTION OF NEW KNOWLEDGE, MUSIC, LITERATURE, ART, AND TECHNOLOGY. STUDENTS PUT ALL THESE SKILLS INTO PRACTICE THROUGH UNDERGRADUATE RESEARCH, STUDY ABROAD, INTERNSHIPS, CO-OPS, CERTIFICATES, AND FIRST PROFESSIONAL GRADUATE DEGREES.

Activities or mission (Part I)

MORAVIAN UNIVERSITY'S EDUCATION PREPARES EACH INDIVIDUAL FOR A REFLECTIVE LIFE, FULFILLING CAREERS, AND TRANSFORMATIVE LEADERSHIP IN A WORLD OF CHANGE.

  • MASTER'S COLLEGE AND UNIVERSITY: SMALL: MORAVIAN UNIVERSITY OPERATES AN INDEPENDENT, RESIDENTIAL UNIVERSITY AFFILIATED WITH THE MORAVIAN CHURCH IN AMERICA. THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS TO PREPARE STUDENTS FOR ADVANCED STUDY AND CONTINUOUS LEARNING, INDIVIDUAL ACHIEVEMENT, AND LEADERSHIP AND SERVICE FOR THE COMMON GOOD. MORAVIAN UNIVERSITY AND ITS THEOLOGICAL SEMINARY EDUCATE STUDENTS FROM A VARIETY OF BACKGROUNDS. DURING THE YEAR ENDED JUNE 30, 2024, THE UNIVERSITY HAD ENROLLMENT OF 2,109 FULL-TIME EQUIVALENT STUDENTS IN THE UNDERGRADUATE PROGRAM AND 635 FULL-TIME EQUIVALENT STUDENTS IN THE GRADUATE PROGRAMS.

    Expenses $114,351,221 · Grants $52,264,459 · Revenue $107,782,535

  • THEOLOGICAL SEMINARY: MORAVIAN THEOLOGICAL SEMINARY OFFERS GRADUATE DEGREES AND CONTINUING EDUCATION PROGRAMS TO PREPARE STUDENTS FOR EFFECTIVE LEADERSHIP AND SERVICE IN CONGREGATIONAL, COUNSELING, CHAPLAINCY, TEACHING, AND OTHER MINISTRIES. THE SEMINARY IS ROOTED IN THE MORAVIAN FAITH TRADITION-CENTERED IN JESUS CHRIST, GROUNDED IN SCRIPTURE, ECUMENICAL IN SPIRIT, COMMITTED TO COMMUNITY, AND FOCUSED ON MISSIONAL LEADERSHIP. AVERAGE FULL-TIME EQUIVALENT ENROLLMENT FOR THE YEAR ENDED JUNE 30, 2024, WAS 23.

    Expenses $1,128,696 · Grants $155,169 · Revenue $543,677

  • AUXILIARY ENTERPRISES: MORAVIAN UNIVERSITY PROVIDES TEXTBOOKS, EDUCATIONAL MATERIALS AND SUPPLIES THROUGH ITS BOOKSTORE, LIVING ACCOMMODATIONS THROUGH ITS DORMITORIES AND NUTRITIOUS MEALS THROUGH ITS FOOD SERVICES TO THE STUDENTS LISTED IN PART III, LINES 4A AND 4B.

    Expenses $10,352,809 · Revenue $13,740,037

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

Listed in Part VII

  • Brian H Oswald

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.5 related
  • Deborah McKinnon

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5
  • Ray S Bishop Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 0.5 related
  • Dr Curtis H Barnette

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • C J Brown

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Todd Bateson

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Brian J Corvino

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Thomas Ike

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Michael M Ellis

    UNVIERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Robert Flicker

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Melissa L Johnson

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Hilary Wandall

    UNVIERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Andrew W Hart

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • David Jones

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Michael Lazari Karapetian

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Dr William S Schaninger Jr

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Dr Honnie P Spencer

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • David Zinczenko

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Hugh Norwood

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Cornelius Routh

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Michael Stoudt Jr

    UNVIERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Elizabeth D Miller

    UNIVERSITY/SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Brian R Bodager

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Bishop Hopeton Clennon

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Judith Ganz

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Eileen Edwards

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Amy Gohdes-Luhman

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Joseph Kroboth

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Nola Reed Knouse

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • W Kirk Sanders

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Katie Van Der Linden

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev F Jefrrey Vanorden

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Helen Kurczynski

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Janice M Young

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Fran Spier Saylor

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev Dr Dion Christopher

    SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Sophia Z Rivera

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Byrnese Elizabeth Craig

    SEMINARY TRUSTEE

    Total calculated
    $1,871
    From this org
    $1,871
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5
  • Zoey Bronson

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Rev David E Bennett

    UNIVERSITY/SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Placido Corpora

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Al Pape

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Angela Delgrosso Stein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Kahron Walker

    UNIVERSITY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Ralph J Wanamaker Sr

    UNIVERSITY/SEMINARY TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Sonia N Aziz

    TRUSTEE/DEAN SCHOOL OF BUSINESS

    Total calculated
    $113,458
    From this org
    $85,875
    From related orgs
    $0
    Other
    $27,583
    Hours/week
    40
  • Katherine H Ragsdale

    TRUSTEE/INT VP & DEAN SCHOOL OF THEOLOGY

    Total calculated
    $55,263
    From this org
    $52,086
    From related orgs
    $0
    Other
    $3,177
    Hours/week
    40
  • Dr Bryon L Grisby

    PRESIDENT/CEO

    Total calculated
    $572,898
    From this org
    $494,112
    From related orgs
    $0
    Other
    $78,786
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $423,519
    Bonus
    $65,961
    Other
    $4,632
    Deferred
    $26,400
    Nontaxable benefits
    $52,386
    Filer's total
    $572,898
  • Paulette Dorney

    ASSOCIATE PROFESSOR

    Total calculated
    $131,618
    From this org
    $103,061
    From related orgs
    $0
    Other
    $28,557
    Hours/week
    40
  • Charless Riddick Weber

    ASSOCIATE DEAN

    Total calculated
    $103,111
    From this org
    $75,803
    From related orgs
    $0
    Other
    $27,308
    Hours/week
    40
  • Mark F Reed

    VP FINANCE & ADMINISTRATION/CFO

    Total calculated
    $237,138
    From this org
    $218,298
    From related orgs
    $0
    Other
    $18,840
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $218,298
    Bonus
    $0
    Other
    $0
    Deferred
    $17,439
    Nontaxable benefits
    $1,401
    Filer's total
    $237,138
  • Carol A Traupman-Carr

    PROVOST & DEAN OF FACULTY

    Total calculated
    $268,483
    From this org
    $185,285
    From related orgs
    $0
    Other
    $83,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,285
    Bonus
    $0
    Other
    $0
    Deferred
    $15,449
    Nontaxable benefits
    $67,749
    Filer's total
    $268,483
  • Elaine C Deitch

    CHIEF OF STAFF

    Total calculated
    $150,475
    From this org
    $119,505
    From related orgs
    $0
    Other
    $30,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,505
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $20,970
    Filer's total
    $150,475
  • Nicole Loyd

    EVP UNIV LIFE/COO/DEAN STUDENTS

    Total calculated
    $257,480
    From this org
    $229,579
    From related orgs
    $0
    Other
    $27,901
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $229,579
    Bonus
    $0
    Other
    $0
    Deferred
    $18,484
    Nontaxable benefits
    $9,417
    Filer's total
    $257,480
  • Jill Catherine Anderson

    VP DEVELOPMENT & ALUMNI ENGAGEMENT

    Total calculated
    $259,508
    From this org
    $218,620
    From related orgs
    $0
    Other
    $40,888
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,620
    Bonus
    $0
    Other
    $0
    Deferred
    $18,261
    Nontaxable benefits
    $22,627
    Filer's total
    $259,508
  • David James Brandes

    VP & CHIEF INFORMATION OFFICER

    Total calculated
    $183,557
    From this org
    $170,675
    From related orgs
    $0
    Other
    $12,882
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,675
    Bonus
    $0
    Other
    $0
    Deferred
    $12,594
    Nontaxable benefits
    $288
    Filer's total
    $183,557
  • Scott T Dams

    VP FOR ENROLLMENT & MARKETING

    Total calculated
    $234,107
    From this org
    $191,664
    From related orgs
    $0
    Other
    $42,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,664
    Bonus
    $0
    Other
    $0
    Deferred
    $15,906
    Nontaxable benefits
    $26,537
    Filer's total
    $234,107
  • James Reece Scifers

    ASSOC. PROVOST/DEAN COLLEGE OF HEALTH

    Total calculated
    $202,337
    From this org
    $161,942
    From related orgs
    $0
    Other
    $40,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,942
    Bonus
    $0
    Other
    $0
    Deferred
    $12,439
    Nontaxable benefits
    $27,956
    Filer's total
    $202,337
  • Gene Christopher Hunt

    VP & DEAN FOR INCLUSIVE EXCELLENCE

    Total calculated
    $186,481
    From this org
    $147,579
    From related orgs
    $0
    Other
    $38,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,579
    Bonus
    $0
    Other
    $0
    Deferred
    $12,405
    Nontaxable benefits
    $26,497
    Filer's total
    $186,481
  • Jennifer L Ostrowski

    PROFESSOR OF ATHLETIC TRAINING

    Total calculated
    $171,482
    From this org
    $152,038
    From related orgs
    $0
    Other
    $19,444
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,038
    Bonus
    $0
    Other
    $0
    Deferred
    $9,744
    Nontaxable benefits
    $9,700
    Filer's total
    $171,482
  • Freda Ginsberg

    DEAN SCHOOL BEHAVIORAL & COMM. HEALTH

    Total calculated
    $165,566
    From this org
    $144,591
    From related orgs
    $0
    Other
    $20,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,591
    Bonus
    $0
    Other
    $0
    Deferred
    $11,637
    Nontaxable benefits
    $9,338
    Filer's total
    $165,566

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
  • 1a · Personal services (maid, chauffeur, chef)
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
MORAVIAN UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT OF THE UNIVERSITY. THE HOUSE IS ADJACENT TO THE CAMPUS, AND THE UNIVERSITY REQUIRES, AS A CONDITION OF EMPLOYMENT, THAT THE PRESIDENT RESIDE THERE. THIS IS NOT TAXABLE INCOME. ALSO, THE UNIVERSITY MAINTAINS A SOCIAL CLUB MEMBERSHIP IN THE NAME OF THE PRESIDENT. THE SOCIAL CLUB IS USED BY THE PRESIDENT AND ANY PERSONAL CHARGES ARE REIMBURSED TO THE UNIVERSITY MONTHLY. THE UNIVERSITY PROVIDES LIMITED HOUSEKEEPING SERVICES FOR THE PRESIDENT RELATIVE TO UNIVERSITY FUNCTIONS. ACCORDINGLY, THE SOCIAL CLUB MEMBERSHIP AND LIMITED HOUSEKEEPING SERVICES ARE NOT INCLUDED IN TAXABLE INCOME.
PART I, LINE 4B
THE PRESIDENT PARTICIPATES IN A SUPPLEMENTAL 457B NON-QUALIFIED PLAN.
PART I, LINE 7
THE PRESIDENT'S VARIABLE COMPENSATION WAS PAID BASED UPON CRITERIA DETERMINED 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.

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.

  • MORAVIAN UNIVERSITY HOUSING INC

    501(C)(3) · TO PROVIDE HOUSING AND CLASSROOM SPACE · PA · controlled entity

    Directly controlled by MORAVIAN UNIVERSITY

  • ALPHA ALPHA ALPHA

    501(C)(3) · PROVIDE SUPPORT FOR 1ST-GENERATION STUDENTS WITHIN & ACROSS UNIVERSITY CHAP. · PA · controlled entity

    Directly controlled by MORAVIAN UNIVERSITY

Provenance

Return type
form_990
Tax year
2023
Filed
10 May 2025
IRS schema version
2023v6.0
Source object
202511339349307486

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