Civic Intelligence

Franklin & Marshall College

990 • Fiscal year 2016 • EIN 23-1352635

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileWWW.FANDM.EDU

View Organization Page

PO Box 3003Lancaster, PA 17604-3003

(717) 358-3925

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.26x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.85x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

71st percentile

10.0%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

37th percentile

$635,390

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-1.8%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$679,142,777

Up $1,012,445 (+0.1%) from 2015

Net Assets

Down

$505,852,165

Down $24,194,497 (-4.6%) from 2015

Liabilities

Up

$173,290,612

Up $25,206,942 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin71st percentile

Revenue

Down

$204,247,928

Down $3,808,469 (-1.8%) from 2015

Expenses

Up

$183,900,852

Up $12,923,218 (+7.6%) from 2015

Net Income

Down

$20,347,076

Down $16,731,687 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0B$500M$0Assets 2010: $601,307,900Liabilities 2010: $171,980,295Net Assets 2010: $429,327,6052010Assets 2011: $652,912,539Liabilities 2011: $173,760,847Net Assets 2011: $479,151,6922011Assets 2012: $644,458,185Liabilities 2012: $175,068,603Net Assets 2012: $469,389,5822012Assets 2013: $646,499,166Liabilities 2013: $147,387,752Net Assets 2013: $499,111,4142013Assets 2014: $680,260,648Liabilities 2014: $139,046,824Net Assets 2014: $541,213,8242014Assets 2015: $678,130,332Liabilities 2015: $148,083,670Net Assets 2015: $530,046,6622015Assets 2016: $679,142,777Liabilities 2016: $173,290,612Net Assets 2016: $505,852,1652016Assets 2017: $696,054,655Liabilities 2017: $170,165,765Net Assets 2017: $525,888,8902017Assets 2018: $717,438,968Liabilities 2018: $173,285,348Net Assets 2018: $544,153,6202018Assets 2019: $733,363,144Liabilities 2019: $185,695,923Net Assets 2019: $547,667,2212019Assets 2020: $780,280,025Liabilities 2020: $233,750,326Net Assets 2020: $546,529,6992020Assets 2021: $899,256,737Liabilities 2021: $228,039,469Net Assets 2021: $671,217,2682021Assets 2022: $830,931,551Liabilities 2022: $221,796,408Net Assets 2022: $609,135,1432022Assets 2023: $822,891,438Liabilities 2023: $199,969,233Net Assets 2023: $622,922,2052023Assets 2024: $855,834,708Liabilities 2024: $195,098,779Net Assets 2024: $660,735,9292024

Highlighted filing

2016

Assets$679,142,777
Liabilities$173,290,612
Net Assets$505,852,165
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $131,244,1062010Revenue 2011: $154,845,953Expenses 2011: $144,736,954Net Income 2011: $10,108,9992011Expenses 2012: $152,380,7582012Expenses 2013: $155,849,6222013Revenue 2014: $179,080,978Expenses 2014: $159,836,188Net Income 2014: $19,244,7902014Revenue 2015: $208,056,397Expenses 2015: $170,977,634Net Income 2015: $37,078,7632015Revenue 2016: $204,247,928Expenses 2016: $183,900,852Net Income 2016: $20,347,0762016Revenue 2017: $213,105,192Expenses 2017: $188,601,576Net Income 2017: $24,503,6162017Revenue 2018: $205,634,738Expenses 2018: $195,861,861Net Income 2018: $9,772,8772018Revenue 2019: $209,031,036Expenses 2019: $199,260,345Net Income 2019: $9,770,6912019Revenue 2020: $176,394,107Expenses 2020: $193,956,044Net Income 2020: -$17,561,9372020Revenue 2021: $209,519,207Expenses 2021: $190,172,005Net Income 2021: $19,347,2022021Revenue 2022: $196,116,735Expenses 2022: $189,880,020Net Income 2022: $6,236,7152022Revenue 2023: $186,951,178Expenses 2023: $189,940,277Net Income 2023: -$2,989,0992023Revenue 2024: $201,387,214Expenses 2024: $193,452,587Net Income 2024: $7,934,6272024

Highlighted filing

2016

Revenue$204,247,928
Expenses$183,900,852
Net Income$20,347,076
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$469,727,865
Mission and Program Overview

Mission

Franklin & marshall college is a residential college dedicated to excellence in undergraduate liberal arts education. Its aims are to inspire in young people of high promise and diverse backgrounds a genuine and enduring love for learning, to teach them to read, write, and think critically, to instill in them the capacity for both independent and collaborative action, and to educate them to explore and understand the natural, social, and cultural worlds in which they live. In so doing, the college seeks to foster in its students qualities of intellect, creativity, and character, that they may live fulfilling lives and contribute meaningfully to their occupations, their communities, and their world.

A residential college dedicated to excellence in undergraduate liberal arts education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$227,154,679$232,919,889▲ $5,765,210
Investments in Publicly Traded Securities$231,914,708$207,154,951▼ $24,759,757
Investments Other Securities$161,000,633$149,022,696▼ $11,977,937
Pledges and Grants Receivable$22,564,963$33,387,310▲ $10,822,347
Investments Program Related$14,532,623$15,024,322▲ $491,699
Savings and Temporary Cash Investments$3,219,919$11,898,122▲ $8,678,203
Accounts Receivable$7,974,952$4,222,117▼ $3,752,835
Prepaid Expenses and Deferred Charges$1,642,381$1,978,347▲ $335,966
Cash and Non-Interest-Bearing Accounts$633,718$706,506▲ $72,788
Total Assets$678,130,332$679,142,777▲ $1,012,445
Other Assets Total$7,491,756$22,828,517▲ $15,336,761
Liabilities
Tax Exempt Bond Liabilities$79,781,717$99,920,707▲ $20,138,990
Other Liabilities$48,944,798$52,347,414▲ $3,402,616
Accounts Payable and Accrued Expenses$7,881,815$9,642,289▲ $1,760,474
Mortgage Notes Payable Secured by Investment Property$4,003,181$5,235,424▲ $1,232,243
Escrow Account Liability$3,569,184$3,630,478▲ $61,294
Deferred Revenue$3,902,975$2,514,300▼ $1,388,675
Total Liabilities$148,083,670$173,290,612▲ $25,206,942
Net Assets / Fund Balance
Unrestricted Net Assets$273,060,961$252,864,832▼ $20,196,129
Temporarily Rstr Net Assets$139,138,138$128,145,888▼ $10,992,250
Permanently Rstr Net Assets$117,847,563$124,841,445▲ $6,993,882
Total Net Assets Fund Balance$530,046,662$505,852,165▼ $24,194,497
Total Liabilities and Net Assets / Fund Balance$678,130,332$679,142,777▲ $1,012,445

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$180,399,628$73,592,599$253,325,775
Equipment$16,861,641$39,215,161$56,076,802
Other Land Buildings$22,287,675$1,809,706$24,097,381
Land$13,370,945-$13,351,383
Other Securities$132,239,696--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$301,988,159$4,884,323▼ $15,891,595$9,199,681$275,806,471
2014$314,090,996$4,560,456▲ $2,211,034$9,766,980$301,988,159
2013$286,022,157$5,282,480▲ $38,492,607$9,257,444$314,090,996
2012$270,997,089$3,451,869▲ $26,717,383$9,356,394$286,022,157
2011$287,698,877$3,459,769▼ $4,712,566$9,362,857$270,997,089
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R PorterfieldPresidentFT$465,615$169,775$635,390
David ProulxVP for Finance & Admin./treas.FT$322,704$60,220$382,924
Matthew K EynonVP for College AdvancementFT$296,972$84,680$381,652
Joel W MartinProvost & Dean of FacultyFT$268,535$57,185$325,720
Pierce BullerGeneral CounselFT$228,598$57,882$286,480
Margaret L HazlettDean of CollegeFT$195,647$67,716$263,363
Alan CanigliaVP for Planning and Vice ProvostFT$185,350$39,556$224,906
J Samuel HouserVP for Strategic InitiativesFT$181,716$36,577$218,293
Carrie E RamppAvp & Chief Information OfficerFT$179,840$32,911$212,751
Joseph J KarleskyDean of FacultyFT$199,537$12,352$211,889
Beth ThroneAvp Student & Post-graduate Dev.FT$179,384$18,405$197,789
Ann SteinerFormer Provost & Dean of FacultyFT$186,255$11,248$197,503
Kevin BurkeVP for College CommunicationsFT$156,825$31,799$188,624
Robyn L PiggottExe. Asst. to Pres./secretaryFT$145,574$30,847$176,421
Stanley a MertzmanProfessor of GeosciencesFT$173,916-$173,916

Board Members and Trustees

NameTitle
Lawrence I BonchekTrustee - Chair
Benjamin J WinterTrustee - Vice Chair
Frances D WolfTrustee - Vice Chair
Susan L WashburnTrustee - Vice Chair
Anne W FassTrustee
Anthony I KreiselTrustee
Beverly R SteinmanTrustee
Brett S HarwoodTrustee
David LehmanTrustee
Douglas H Evans EsqTrustee
Elain Tittle HansenTrustee
Eric C RackowTrustee
Eric W NollTrustee
H Art Taylor EsqTrustee
Joan M FallonTrustee
John BurnessTrustee
John L RosenthalTrustee
Kenneth B MehlmanTrustee
Laurence a ShadekTrustee
Lawrence G BraitmanTrustee
Linda Yarden EsqTrustee
Mary L SchapiroTrustee
Matthew N DeschampsTrustee
Michael T ArnoldTrustee
Patricia E HarrisTrustee
Raymond a Sanseverino EsqTrustee
Reed D AuerbachTrustee
Richard M FullerTrustee
Robert H SmithTrustee
Robert J Brooks SrTrustee
Stanley L LevinTrustee
Susan Kline KlehrTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo INC & AffiliatesFood Services Mgmt.4880 PAYSHERE CIRCLE, Chicago, IL 60674$4,745,439
Benchmark Construction Co INCConstructionPO BOX 806 4121 OREGON PIKE, Brownstown, PA 17508$2,021,922
Warfel ConstructionConstruction1110 ENTERPRISE ROAD, East Petersburg, PA 17520$1,111,622
Dh Funk And Sons LLCConstruction3995 CONTINENTAL DRIVE, Columbia, PA 17512$929,983
Edsco Information ServicesIt ServicesPO BOX 830625, Birmingham, AL 35283$889,731
Revenue and Support

Revenue Composition

Contributions and Grants
$32,124,559
Program Service Revenue
$143,620,991
Investment Income
$22,281,723
Other Revenue
$6,220,655
All Other Contributions
$30,403,812
Change in Net Assets
$20,347,076

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded48$724,961Nyse
Works of Art3$19,077Appraisal
Books and Publications-$12,920Comparable Sales
Other Non Cash Contri Table3$5,858Comparable Sales
Other Non Cash Contri Table5$3,709Purchase Price
Total Noncash Contributions59$766,525-

Audited Revenue Reconciliation

Revenue per Audited Statements
$198,279,392
Revenue Not Reported on Financial Statements
$5,968,536
Revenue Not Reported on Form 990
$-88,063,040
Other Revenue Adjustments
$5,968,536
Total Revenue per Audited Statements
$110,216,352
Total Revenue per Form 990
$204,247,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$72,917,437
Other Expenses$64,334,848
Grants and Similar Amounts Paid$46,648,567
Total Fundraising Expense$6,434,602
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,779,604$13,766,612$1,957,371$52,503,587
Grants to Domestic Individuals$39,347,222--$39,347,222
Depreciation Depletion$11,062,085$2,663,465$849,334$14,574,884
Fees for Services Other$8,706,070$3,528,345$401,944$12,636,359
Other Employee Benefits$4,736,817$2,849,947$478,428$8,065,192
Foreign Grants$6,923,999--$6,923,999
Occupancy$2,669,356$2,982,604$24,510$5,676,470
Pension Plan Contributions$3,466,421$1,414,824$237,511$5,118,756
Payroll Taxes$2,470,174$1,008,203$169,250$3,647,627
Interest$3,604,973$22,276-$3,627,249
Current Officers, Directors, Trustees, and Key Employees$951,178$1,888,621$742,476$3,582,275
Fees for Service Investment Mgmnt Fees-$3,536,766-$3,536,766
Travel$2,878,429$191,383$198,671$3,268,483
Office Expenses$2,534,773$49,923$616,491$3,201,187
Information Technology$388,724$1,473,362$126,305$1,988,391
Other Expenses$3,607$1,880,172$25,850$1,909,629
All Other Expenses$839,517$1,002,341$11,317$1,853,175
Insurance$523,078$554,882-$1,077,960
Fees for Services Accounting$4,081$422,012-$426,093
Grants to Domestic Orgs$377,346--$377,346
Fees for Services Legal$48,988$309,214-$358,202
Conferences and Meetings$129,148$77,377$18,507$225,032
Advertising$73,946$33,161$44,680$151,787
Total Functional Expenses$137,264,022$40,202,228$6,434,602$183,900,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$183,900,852
Total Expenses per Audited Statements$136,202,567
Expenses per Audited Statements$135,998,261
Expenses Not Reported on Financial Statements$47,902,591
Other Expense Adjustments$47,902,591
Expenses Not Reported on Form 990$204,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lancaster City AllianceLancaster, PA501(c)(3)Lancaster City Edp$157,500
Millport ConservancyLititz, PA501(c)(3)General Support$84,500
Community Action Program of Lancaster CountyLancaster, PA501(c)(3)General Support$29,500
Lancaster Theological SeminaryLancaster, PA501(c)(3)General Support$25,000
Lancaster General Health FoundationLancaster, PA501(c)(3)Cancer Institute Support$22,500
Fulton TheatreLancaster, PA501(c)(3)Stage Productions$12,500
Crispus Attuck Community CenterLancaster, PA501(c)(3)Event Sponsorship$10,000
City of LancasterLancaster, PAGovernment EntityFirst Friday$6,667

International Summary

Offices
0
Employees
0
Spending
$105,405,697

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$93,952,441
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking-00$2,732,765
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesStudy Abroad00$2,590,570
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grantmaking-00$1,205,692
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking-00$990,215
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmaking-00$925,013
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesStudy Abroad00$574,986
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grantmaking-00$352,440
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Grantmaking-00$316,344
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesStudy Abroad00$288,042
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesConf/research/travel00$285,211
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grantmaking-00$255,767
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesStudy Abroad00$102,825
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesConf/research/travel00$98,882
North America - Canada and Mexico, But Not the United StatesGrantmaking-00$98,568
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesConf/research/travel00$96,771
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesConf/research/travel00$94,574
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesAdmission Recruitment00$74,565
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Grantmaking-00$70,149
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesStudy Abroad00$56,618
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesConf/research/travel00$45,489
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesStudy Abroad00$38,400
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesStudy Abroad00$34,920
North America - Canada and Mexico, But Not the United StatesProgram ServicesConf/research/travel00$34,617
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesConf/research/travel00$25,937
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesAdmissions Recruitment00$23,485
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesAdmissions Recruitment00$19,824
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesConf/research/travel00$15,161
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Program ServicesConf/research/travel00$5,418
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesAdmissions Recruitment00$8
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefit Obligations$25,559,857
Annuity Obligations$16,540,831
Fin 47 Obligation$8,349,487
Purchase Commitment$824,110
Due To/due From$560,228
Contract Liability$512,901

Bond Issues

BondIssuerIssuedIssue PricePurpose
ALancaster High Education Authority2016-01-27$70,000,000Refinance 5/1/2006 issue and financing new stadium
BLancaster High Education Authority2008-06-19$29,891,597New residence hall, harris center, klehr center, norfolk southern project

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$70,000,000$50,000,000-$159,025
B$30,115,043--$439,501

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The college has an executive committee which is authorized to act in place of the full board at all times. The committee is composed of 11 members of the board, including the president, during the fiscal year.”

Form 990, Part VI, Section B, Line 11

“The organization enlists an outside public accounting firm to assist in assembling and reviewing the form 990. An internal review by the finance administration is performed once the accounting firm completes its work. The audit committee next reviews the return, and all comments are addressed to and answered by both the public accounting firm and internal perparers. Once all external and internal review is complete, a copy of the form 990 is supplied to all members of the board of trustees prior to the return's filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is circulated to officers and trustees annually, requesting a declaration and explanation of potential conflicts with professional and other duties, including membership on other boards. The executive committee of the board monitors the policy through this annual process. Officers and trustees cannot participate in deliberations or actions by the college with respect to any proposed transaction or relationship with respect to which the trustee or officer has a financial interest or other conflict of interets. Family and business relationships are expressly mentioned in the conflict of interest policy as being possible sources of conflicts.”

Form 990, Part VI, Section B, Line 15

“Each year, performance reviews are conducted between february and may for senior officers (president, vice presidents, provost, and dean of the college). Independently - gathered comparison compensation data is reviewed by the compensation committee, and executive compensation determinations are made by the committee based on performance and benchmark data that maintain executive compensation within fair market range for higher education. Compensation decisions are contemporaneously documented in the committee's meeting minutes.”

Form 990, Part VI, Section C, Line 19

“The college's financial statements, governing documents, and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Franklin & Marshall College
EIN
23-1352635
Phone
7173583925
Address
PO BOX 3003, LANCASTER, PA 17604-3003

Signing Officer

Name
David Proulx
Title
VP Finance and Administration
Phone
7173583925
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel R Porterfield Ph
Formed
1787
Legal Domicile
Pa
Voting Board Members
33
Independent Board Members
32
Employees
2,679
Volunteers
1,437

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1550 MARKET STREET 45TH FL, PHILADELPHIA, PA 19103
Preparer
Julius Green CPA
Phone
2159720701
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in net assets of consolidated entities 1,791,718. Changes in annuity obligations -1,824,471. Change in cash surrender value 18,471. Changes to post-retirement benefits -2,573,752. Gross up to contributions for changes to disounts and allowance -5,039,548.”

Financial Statement Notes

PART III, LINE 1A:

“Collection items consists of artworks, rare books and other objects that have come to the college and millport conservancy principally through gifts, although some were purchased and certain of the collections were received in trust. The collection is held for public exhibition and education and is protected, kept unencumbered, cared for and preserved. Each of these items is catalogued, and activities verifying their existence and assessing their condition are performed continuously. The collections' insurance - appraised value is approximately $7,486,000. The collections are not recognized as assets in the consolidated statement of financial position as permitted by gaap. Purchases of collection are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as reduction in temporarily or permanently restricted net assets if the net assets used to purchase the items are restricted by donors. Proceeds from deaccessions are reflected as increases in the appropriate net asset classes.”

PART III, LINE 4:

“The college's collections contain regional and international works of art, rare books, cultural objects, and historical objects. They advance the instructional, academic support, and public service purposes of the college by exhibition and use by faculty, students, and the community, via local and online access.”

PART IV, LINE 2B:

“These funds are deposits held in custody for others, franklin & marshall college acting as agent.”

PART V, LINE 4:

“Of the total endowment, 28% is intended for student aid, 21% for general unrestricted purposes, 17% for operations and maintenance, 15% for instruction, and the remainder for miscellaneous restricted purposes.”

PART X, LINE 2:

“Under provisions of internal revenue code section 501(c)(3) and the applicable income tax regulations of pennsylvania, the college is exempt from taxes on income other than unrelated business income. Since the college had no material net unrelated business income during the years ended june 30, 2016 and 2015, no provisions for income taxes has been made. The college does not believe that there are any material unrecognized tax benefits or costs that should be recorded.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses -1,124,015. Changes in annuity obligations -1,824,471. Changes in cash surrender value 18,471. Student financial aid -45,645,282. Post retirement -2,573,752.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -204,306. Contribution reclass 183,570. Changes to pledge discount and allowance 5,039,548. Expenses netted with revenue 949,724.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 204,306.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 1,124,015. Student financial aid 45,645,282. Contribution reclass 183,570. Expenses netted with revenue 949,724.”

Raw XML AppendixShowing 400 of 2,013 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD M FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm12ELAIN TITTLE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICIA E HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm14BRETT S HARWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN KLINE KLEHR
IRS990/Form990PartVIISectionAGrp/PersonNm16ANTHONY I KREISEL
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID LEHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18STANLEY L LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm19KENNETH B MEHLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20ERIC W NOLL
IRS990/Form990PartVIISectionAGrp/PersonNm21ERIC C RACKOW
IRS990/Form990PartVIISectionAGrp/PersonNm22JOHN L ROSENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm23RAYMOND A SANSEVERINO ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm24MARY L SCHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm25LAURENCE A SHADEK
IRS990/Form990PartVIISectionAGrp/PersonNm26ROBERT H SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm27BEVERLY R STEINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm28H ART TAYLOR ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm29SUSAN L WASHBURN
IRS990/Form990PartVIISectionAGrp/PersonNm30BENJAMIN J WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm31FRANCES D WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm32LINDA YARDEN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm33PIERCE BULLER
IRS990/Form990PartVIISectionAGrp/PersonNm34KEVIN BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm35ALAN CANIGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm36MATTHEW K EYNON
IRS990/Form990PartVIISectionAGrp/PersonNm37MARGARET L HAZLETT
IRS990/Form990PartVIISectionAGrp/PersonNm38J SAMUEL HOUSER
IRS990/Form990PartVIISectionAGrp/PersonNm39JOEL W MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm40ROBYN L PIGGOTT
IRS990/Form990PartVIISectionAGrp/PersonNm41DAVID PROULX
IRS990/Form990PartVIISectionAGrp/PersonNm42ANN STEINER
IRS990/Form990PartVIISectionAGrp/PersonNm43BETH THRONE
IRS990/Form990PartVIISectionAGrp/PersonNm44JOSEPH J KARLESKY
IRS990/Form990PartVIISectionAGrp/PersonNm45CARRIE E RAMPP
IRS990/Form990PartVIISectionAGrp/PersonNm46STANLEY A MERTZMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0513700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,142,777
Liabilities
$173,290,612
Net assets
$505,852,165
Revenue
$204,247,928
Expenses
$183,900,852
Net income
$20,347,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$856$195$661$201$193$7.93
2023Summary only. Only limited summary data is available for this year.$823$200$623$187$190$2.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$831$222$609$196$190$6.24
2021Summary only. Only limited summary data is available for this year.$899$228$671$210$190$19.3
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$780$234$547$176$194$17.6
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$733$186$548$209$199$9.77
2018Summary only. Only limited summary data is available for this year.$717$173$544$206$196$9.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$696$170$526$213$189$24.5
2016Detailed filing. Detailed filing data is available for this year.$679$173$506$204$184$20.3
2015Detailed filing. Detailed filing data is available for this year.$678$148$530$208$171$37.1
2014Detailed filing. Detailed filing data is available for this year.$680$139$541$179$160$19.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$646$147$499$156
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$644$175$469$152
2011Summary only. Only limited summary data is available for this year.$653$174$479$155$145$10.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$601$172$429$131