Civic Intelligence

Franklin & Marshall College

990 • Fiscal year 2018 • EIN 23-1352635

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

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

39th percentile

0.24x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.84x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

47th percentile

4.8%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

49th percentile

$867,579

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-3.5%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Flat

$717,438,968

Flat from 2018

Net Assets

Flat

$544,153,620

Flat from 2018

Liabilities

Flat

$173,285,348

Flat from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Flat

$205,634,738

Flat from 2018

Expenses

Flat

$195,861,861

Flat from 2018

Net Income

Flat

$9,772,877

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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 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

2018

Assets$717,438,968
Liabilities$173,285,348
Net Assets$544,153,620
Open 2018 Filing

Operations Trend

Revenue Growth19th 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 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

2018

Revenue$205,634,738
Expenses$195,861,861
Net Income$9,772,877
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$382,882,870
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
Investments in Publicly Traded Securities$278,223,620$297,477,649▲ $19,254,029
Land, Buildings, and Equipment, Net$242,131,209$252,375,382▲ $10,244,173
Investments Other Securities$113,769,303$107,354,577▼ $6,414,726
Pledges and Grants Receivable$27,084,583$22,709,134▼ $4,375,449
Investments Program Related$8,088,352$7,541,126▼ $547,226
Savings and Temporary Cash Investments$6,903,789$5,121,093▼ $1,782,696
Accounts Receivable$2,646,728$3,016,398▲ $369,670
Prepaid Expenses and Deferred Charges$1,332,272$991,618▼ $340,654
Cash and Non-Interest-Bearing Accounts$34,574$294,040▲ $259,466
Total Assets$696,054,655$717,438,968▲ $21,384,313
Other Assets Total$15,840,225$20,557,951▲ $4,717,726
Liabilities
Tax Exempt Bond Liabilities$99,297,571$106,673,015▲ $7,375,444
Other Liabilities$49,661,899$46,766,508▼ $2,895,391
Accounts Payable and Accrued Expenses$9,913,505$9,463,600▼ $449,905
Mortgage Notes Payable Secured by Investment Property$4,737,924$4,478,688▼ $259,236
Escrow Account Liability$3,150,787$3,065,949▼ $84,838
Deferred Revenue$3,404,079$2,837,588▼ $566,491
Total Liabilities$170,165,765$173,285,348▲ $3,119,583
Net Assets / Fund Balance
Unrestricted Net Assets$256,746,023$272,588,060▲ $15,842,037
Permanently Rstr Net Assets$136,744,059$144,382,147▲ $7,638,088
Temporarily Rstr Net Assets$132,398,808$127,183,413▼ $5,215,395
Total Net Assets Fund Balance$525,888,890$544,153,620▲ $18,264,730
Total Liabilities and Net Assets / Fund Balance$696,054,655$717,438,968▲ $21,384,313

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$208,980,963$89,316,459$298,230,970
Equipment$14,175,306$46,113,471$60,288,777
Land$22,271,549-$22,251,987
Other Land Buildings$6,947,564$2,518,642$9,466,206
Other Securities$89,606,122--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$310,402,781$8,663,670▲ $26,081,178$11,670,601$326,728,378
2016$275,806,471$12,711,922▲ $39,405,607$-10,908,647$310,402,781
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R PorterfieldPresident (resigned 5/18)FT$594,108$273,471$867,579
David R ProulxFmr VP Fin & Admin/treas (res. 6/17)FT$347,643$43,125$390,768
Matthew K EynonVP for College AdvancementFT$326,498$60,649$387,147
Joel W MartinProvost and Dean of the FacultyFT$278,283$56,977$335,260
Eric MaguireVP/dean of Admis. & Financial AidFT$278,783$35,473$314,256
Pierce BullerGen. Counsel & Dep. Chief of StaffFT$241,048$56,147$297,195
Margaret HazlettDean of the CollegeFT$199,769$85,108$284,877
Ann R SteinerProf. of Classics & Former ProvostFT$194,524$42,234$236,758
Alan CanigliaVP for PlanningFT$190,120$44,792$234,912
Cynthia GormanAvp for College AdvancementFT$198,905$31,674$230,579
Robyn L PiggottChief of Staff/secretaryFT$183,630$46,606$230,236
Carrie E RamppVP & Chief Information OfficerFT$187,332$36,394$223,726
Kevin BurkeVP for CommunicationsFT$172,151$34,752$206,903
Beth L ThroneAvp Student & Post-graduate Dev.FT$165,322$41,464$206,786
Alan S GlazerProfessor of BusinessFT$158,188$31,491$189,679
Stanley a MertzmanProfessor of GeosciencesFT$160,024$24,474$184,498
Jerry BerensonInt. VP Fin & Admin (8/17 - 2/18)FT$54,259-$54,259

Board Members and Trustees

NameTitle
Susan L WashburnTrustee - Chair
Benjamin J WinterTrustee - Vice Chair
Frances Donnelly WolfTrustee - Vice Chair
Patricia E HarrisTrustee - Vice Chair
Susan Kline KlehrTrustee - Vice Chair
Anne W FassTrustee
Anthony I KreiselTrustee
Brett S HarwoodTrustee
Colleen Ross WeisTrustee
David H LehmanTrustee
Douglas H EvansTrustee
Douglas J Mccormack EsqTrustee
Edward D Van DolsenTrustee
Elaine Tuttle HansenTrustee
Eric RackowTrustee
Eric W NollTrustee
Evelyn N Farkas Ph DTrustee
H Art TaylorTrustee
Hale a KrasneTrustee
Joan M FallonTrustee
John L RosenthalTrustee
John W Greene JrTrustee
Jonathan E BabkowTrustee
Kenneth B MehlmanTrustee
Laurence a ShadekTrustee
Lawrence G BraitmanTrustee
Mary L SchapiroTrustee
Matthew N DeschampsTrustee
Modia J ButlerTrustee
Raymond a SanseverinoTrustee
Reed D AuerbachTrustee
Richard M FullerTrustee
Robert J Brooks SrTrustee
Shawn M JenkinsTrustee
Paul M MutoneVP Fin. & Admin/treas (began 2/18)

Highest Paid Contractors

ContractorServicesLocationCompensation
Turner Construction CompanyConstruction Svc.1500 SPRING GARDEN STREET, Philadelphia, PA 19730-4148$8,293,683
Sodexo INC & AffiliatesFood Services Mgmt.4880 PAYSPHERE CIRCLE, Chicago, IL 60674$6,713,006
Warfel ConstructionConstruction Svc.1110 ENTERPRISE ROAD, East Petersburg, PA 17520$3,982,305
Poole Anderson Construction LLCConstruction Svc.2121 OLD GATESBURG ROAD STE 200, State College, PA 16803-2290$1,432,544
Lancaster General Medical GrpStudent Health Services1030 NEW HOLLAND AVE BUILDING 12A, Birmingham, AL 35283$1,406,593
Revenue and Support

Revenue Composition

Contributions and Grants
$24,693,214
Program Service Revenue
$155,867,353
Investment Income
$21,027,595
Other Revenue
$4,046,576
All Other Contributions
$20,836,548
Change in Net Assets
$9,772,877

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 Traded67$938,561Nyse
Other Non Cash Contri Table13$2,889Purchase Price
Works of Art67$932Appraisal
Books and Publications-$22Comparable Sales
Total Noncash Contributions147$942,404-

Audited Revenue Reconciliation

Revenue per Audited Statements
$206,209,357
Revenue Not Reported on Financial Statements
$-574,619
Revenue Not Reported on Form 990
$-47,196,290
Other Revenue Adjustments
$-574,619
Total Revenue per Audited Statements
$159,013,067
Total Revenue per Form 990
$205,634,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,662,772
Other Expenses$58,441,957
Grants and Similar Amounts Paid$56,757,132
Total Fundraising Expense$7,084,960
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,157,133$12,472,968$2,373,438$55,003,539
Grants to Domestic Individuals$50,896,023--$50,896,023
Depreciation Depletion$8,915,686$3,091,170$668,861$12,675,717
Other Employee Benefits$8,794,255$2,977,554$622,783$12,394,592
Fees for Services Other$9,300,978$1,523,639$584,488$11,409,105
Occupancy$2,514,288$4,013,084$23,862$6,551,234
Foreign Grants$5,649,883--$5,649,883
Pension Plan Contributions$3,847,658$1,233,069$231,396$5,312,123
Office Expenses$2,623,919$1,214,550$618,242$4,456,711
Payroll Taxes$2,957,334$1,025,341$221,861$4,204,536
Current Officers, Directors, Trustees, and Key Employees$979,180$1,961,936$806,866$3,747,982
Travel$2,669,085$252,632$207,798$3,129,515
Other Expenses$2,451,823$22,400$2,234$2,476,457
Interest$2,227,063--$2,227,063
Information Technology$411,466$1,426,940$102,642$1,941,048
Fees for Service Investment Mgmnt Fees-$1,313,244-$1,313,244
All Other Expenses$787,382$272,994$59,070$1,119,446
Insurance$4,401$563,837-$568,238
Fees for Services Legal$24,835$404,352-$429,187
Conferences and Meetings$179,352$166,551$19,897$365,800
Grants to Domestic Orgs$211,226--$211,226
Advertising$106,248$78,525$9,179$193,952
Fees for Services Accounting-$149,975-$149,975
Total Functional Expenses$152,358,403$36,418,498$7,084,960$195,861,861

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$195,861,861
Total Expenses per Audited Statements$140,525,873
Expenses per Audited Statements$138,210,342
Expenses Not Reported on Financial Statements$57,651,519
Other Expense Adjustments$57,651,519
Expenses Not Reported on Form 990$2,315,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lancaster City AllianceLancaster, PA501(c)(3)Lancaster City Edp$150,000
Fulton TheatreLancaster, PA501(c)(3)Stage Productions$12,500
Ctc Ten FoundationArdmore, PA501(c)(3)General Support$10,000
The Barack Obama FoundationChicago, IL501(c)(3)General Support$10,000
Crispus Attucks Community CenterLancaster, PA501(c)(3)General Support$5,000
The Foundation of the Lancaster ChamberLancaster, PA501(c)(3)General Support$5,000

International Summary

Offices
0
Employees
0
Spending
$70,963,435

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,InvestmentsAdmissions Recruitment00$61,434,093
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking-00$2,600,227
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesStudy Abroad00$2,020,886
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmaking-00$951,805
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grantmaking-00$886,715
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking-00$657,580
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesStudy Abroad00$519,979
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,GrantmakingStudy Abroad00$252,620
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesConf/research/travel00$241,971
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Grantmaking-00$193,210
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Grantmaking-00$166,033
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesStudy Abroad00$148,355
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grantmaking-00$148,081
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesStudy Abroad00$130,585
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesStudy Abroad00$125,706
North America - Canada and Mexico, But Not the United StatesGrantmaking-00$118,100
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesConf/research/travel00$93,296
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesStudy Abroad00$85,595
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesAdmissions Recruitment00$43,562
North America - Canada and Mexico, But Not the United StatesProgram ServicesConf/research/travel00$29,066
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesAdmissions Recruitment00$19,183
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram Services-00$18,605
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesStudy Abroad00$16,950
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesConf/research/travel00$14,941
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesConf/research/travel00$13,819
North America - Canada and Mexico, But Not the United StatesProgram Services-00$11,615
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesConf/research/travel00$8,590
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesConf/research/travel00$7,479
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Program ServicesConf/research/travel00$3,479
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesConf/research/travel00$1,309
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$20,540,454
Annuity Obligations$18,924,895
Fin 47 Obligation$6,439,831
Foreign Currency Liability$499,670
Def. Comp Accrual/srec Liab.$198,140
Contract Liability$163,518

Bond Issues

BondIssuerIssuedIssue PricePurpose
ALancaster High Education Authority2016-01-27$70,000,000Refinance 5/1/2006 issue and financing new stadium
BLancaster High Education Authority2016-09-22$32,830,000Refinance 6/19/2008 bond issue
CLancaster High Education Authority2018-01-17$25,000,000Finance approved capital project

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$70,000,000$50,000,000$4,805,000$159,025
B$32,830,000-$1,045,000$164,165
C$25,000,000--$150,223

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
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 11B

“Management assembles all data necessary to complete the form 990 and enlists an outside public accounting firm to prepare and review the form. 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
Paul Mutone
Title
VP Finance and Administration
Phone
7173583925
Signed
2019-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Altmann
Formed
1787
Legal Domicile
Pa
Voting Board Members
35
Independent Board Members
34
Employees
2,863
Volunteers
1,478

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1550 MARKET STREET 45TH FL, PHILADELPHIA, PA 19103
Preparer
Kerri N Bogda
Phone
2159720701
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in annuity obligations -2,521,569. Change in cash surrender value 70,126. Changes to post-retirement benefits 3,979,707. Gross up to contributions for changes to discounts and allowance -1,538,989.”

Financial Statement Notes

PART III, LINE 1A:

“Collection items consist 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 reductions 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, with franklin & marshall college acting as the 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, 2018 and 2017, no provision 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:

“Changes in annuity obligations -2,521,569. Changes in cash surrender value 70,126. Changes in pledge discounts and allowances -1,538,989. Change in post retirement benefit obligation 3,979,707. De-consolidation of millport conservancy and ase revenue 1,963,376. Student financial aid -56,061,970. Investment management fees -1,589,549.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSE -574,619.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 574,619. De-consolidation of millport conservancy and ase expenses 1,740,912.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 1,589,549. Student financial aid 56,061,970.”

Raw XML AppendixShowing 400 of 2,019 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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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,438,968
Liabilities
$173,285,348
Net assets
$544,153,620
Revenue
$205,634,738
Expenses
$195,861,861
Net income
$9,772,877
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
2018Detailed filing. Detailed filing data is available for this year.$717$173$544$206$196$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