Civic Intelligence

Ursinus College

990T • Fiscal year 2022 • EIN 23-1177930

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileWWW.URSINUS.EDU

View Organization Page

601 East Main StreetCollegeville, PA 19426

(610) 409-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $251,856,595Liabilities 2010: $69,514,206Net Assets 2010: $182,342,3892010Assets 2011: $275,034,825Liabilities 2011: $67,612,327Net Assets 2011: $207,422,4982011Assets 2012: $269,292,866Liabilities 2012: $66,399,700Net Assets 2012: $202,893,1662012Assets 2013: $277,843,060Liabilities 2013: $62,476,571Net Assets 2013: $215,366,4892013Assets 2014: $302,674,943Liabilities 2014: $60,891,742Net Assets 2014: $241,783,2012014Assets 2015: $303,467,484Liabilities 2015: $60,333,697Net Assets 2015: $243,133,7872015Assets 2016: $298,448,249Liabilities 2016: $60,182,183Net Assets 2016: $238,266,0662016Assets 2017: $330,608,315Liabilities 2017: $79,727,350Net Assets 2017: $250,880,9652017Assets 2018: $332,721,426Liabilities 2018: $81,523,098Net Assets 2018: $251,198,3282018Assets 2019: $322,330,425Liabilities 2019: $77,058,135Net Assets 2019: $245,272,2902019Assets 2020: $309,093,007Liabilities 2020: $76,991,217Net Assets 2020: $232,101,7902020Assets 2021: $337,795,514Liabilities 2021: $73,139,538Net Assets 2021: $264,655,9762021Assets 2022: $315,458,613Liabilities 2022: $70,174,838Net Assets 2022: $245,283,7752022Assets 2023: $323,599,498Liabilities 2023: $78,578,169Net Assets 2023: $245,021,3292023Assets 2024: $326,513,668Liabilities 2024: $79,704,879Net Assets 2024: $246,808,7892024

Latest loaded filing

2024

Assets$326,513,668
Liabilities$79,704,879
Net Assets$246,808,789
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $90,210,3972010Expenses 2011: $95,882,3922011Expenses 2012: $99,438,6312012Revenue 2013: $103,905,010Expenses 2013: $95,058,284Net Income 2013: $8,846,7262013Revenue 2014: $115,856,300Expenses 2014: $97,589,899Net Income 2014: $18,266,4012014Revenue 2015: $114,443,448Expenses 2015: $104,640,507Net Income 2015: $9,802,9412015Revenue 2016: $114,581,120Expenses 2016: $107,272,892Net Income 2016: $7,308,2282016Revenue 2017: $111,138,726Expenses 2017: $109,620,865Net Income 2017: $1,517,8612017Revenue 2018: $110,217,975Expenses 2018: $111,167,789Net Income 2018: -$949,8142018Revenue 2019: $107,241,063Expenses 2019: $113,211,823Net Income 2019: -$5,970,7602019Revenue 2020: $120,771,409Expenses 2020: $117,272,588Net Income 2020: $3,498,8212020Revenue 2021: $116,678,933Expenses 2021: $116,167,381Net Income 2021: $511,5522021Revenue 2022: $127,755,373Expenses 2022: $126,487,154Net Income 2022: $1,268,2192022Revenue 2023: $124,436,430Expenses 2023: $133,289,958Net Income 2023: -$8,853,5282023Revenue 2024: $127,902,868Expenses 2024: $138,667,167Net Income 2024: -$10,764,2992024

Latest loaded filing

2024

Revenue$127,902,868
Expenses$138,667,167
Net Income-$10,764,299
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of the college is to enable students to become independent, responsible, and thoughtful individuals through a program of liberal education. That education prepares them to live creatively and usefully, and to provide leadership for their society in an interdependent world.

Filing and Contact Details

Filer

Filer Name
Ursinus College
EIN
23-1177930
Phone
6104093000
Address
601 EAST MAIN STREET, COLLEGEVILLE, PA 19426

Signing Officer

Name
Robert Herzog
Title
VP, Finance and Administration
Phone
6104093000
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0178917
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt05641
IRS1120ScheduleD/Form4797GainOrLossAmt0669
IRS1120ScheduleD/NetCapitalGainAmt0173276
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0173276
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt05641
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0172607
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt05641
IRS4562/BusinessOrActivityTxt0RENTALS TO OUTSIDE GROUPS
IRS4562/MACRSDedForAstInSrvcBfrPYAmt03585
IRS4562/MaximumDollarLimitationAmt01050000
IRS4562/ThresholdCostOfSect179PropAmt02620000
IRS4562/TotalDepreciationAmt03585
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt048775
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt112624
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt235395
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt375709
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4104
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0COMMONFUND CAPITAL STRATEGIC SOLUTIONS G
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1COMMONFUND CAPITAL SECONDARY PARTNERS II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2COMMONFUND CAPITAL VENTURE PARTNERS XIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3COMMONFUND CAPITAL ENVIRONMENTAL SUSTAIN
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4COMMONFUND PRIVATE CREDIT FUND II, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0172607
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0943
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1336
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21243
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt33119
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0COMMONFUND CAPITAL STRATEGIC SOLUTIONS G
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1COMMONFUND CAPITAL SECONDARY PARTNERS II
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2COMMONFUND CAPITAL VENTURE PARTNERS XIII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3COMMONFUND PRIVATE CREDIT FUND II, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt05641
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt09822
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT HERZOG VP FOR FINANCE AND
IRS990T/BooksInCareOfDetail/PhoneNum06104093484
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 EAST MAIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0COLLEGEVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019426
IRS990T/BookValueAssetsEOYAmt0315458613
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt095
IRS990T/ESPenaltyAmt0294
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt06037
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt138908
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1531110
IRS990T/PriorYearOverpaymentCreditAmt03000
IRS990TScheduleA/CapitalGainNetIncomeAmt0178917
IRS990TScheduleA/DepreciationNetAmt03585
IRS990TScheduleA/NetOperatingLossDeductionAmt06037
IRS990TScheduleA/NetOperatingLossDeductionAmt16631
IRS990TScheduleA/OtherDeductionsAmt027356
IRS990TScheduleA/OtherDeductionsAmt198010
IRS990TScheduleA/OtherIncomeAmt084
IRS990TScheduleA/OtherIncomeAmt1132777
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1531110
IRS990TScheduleA/RepairsAndMaintenanceAmt022893
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt027356
IRS990TScheduleA/TotalDeductionsAmt1124488
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDepreciationAmt03585
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-86512
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt092489
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1132777
IRS990TScheduleA/TotUnrltTrdBusIncmAmt092489
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1132777
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/TradeOrBusinessDesc1RENTALS TO OUTSIDE GROUPS
IRS990TScheduleA/UBIBeforeNOLDedAmt065133
IRS990TScheduleA/UBIBeforeNOLDedAmt18289
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt059096
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt11658
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt012528
IRS990T/TaxLessCreditsAmt012528
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03000
IRS990T/TotalTaxAmt012528
IRS990T/TotalTaxComputationAmt012528
IRS990T/TotalUBTIAmt059659
IRS990T/TotalUBTIBeforeNOLSpecificAmt060659
IRS990T/TotalUBTIBeforeSection199AAmt060659
IRS990T/TotalUBTIComputedAmt060754
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HERZOG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, FINANCE AND ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum06104093000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URSINUS COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0URSI
ReturnHeader/Filer/EIN0231177930
ReturnHeader/Filer/PhoneNum06104093000
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 EAST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0COLLEGEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T13:19:13-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERZOG
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$327$79.7$247$128$139$10.8
2023Summary only. Only limited summary data is available for this year.$324$78.6$245$124$133$8.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$315$70.2$245$128$126$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$338$73.1$265$117$116$0.51
2020Summary only. Only limited summary data is available for this year.$309$77.0$232$121$117$3.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$322$77.1$245$107$113$5.97
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$81.5$251$110$111$0.95
2017Summary only. Only limited summary data is available for this year.$331$79.7$251$111$110$1.52
2016Detailed filing. Detailed filing data is available for this year.$298$60.2$238$115$107$7.31
2015Detailed filing. Detailed filing data is available for this year.$303$60.3$243$114$105$9.80
2014Detailed filing. Detailed filing data is available for this year.$303$60.9$242$116$97.6$18.3
2013Summary only. Only limited summary data is available for this year.$278$62.5$215$104$95.1$8.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$269$66.4$203$99.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$275$67.6$207$95.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$69.5$182$90.2