Civic Intelligence

Franklin & Marshall College

990 • Fiscal year 2019 • EIN 23-1352635

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

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

43rd percentile

0.25x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.89x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

17th percentile

$394,304

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

37th percentile

2.2%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

1.7%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$733,363,144

Up $15,924,176 (+2.2%) from 2018

Net Assets

Up

$547,667,221

Up $3,513,601 (+0.6%) from 2018

Liabilities

Up

$185,695,923

Up $12,410,575 (+7.2%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin51st percentile

Revenue

Up

$209,031,036

Up $3,396,298 (+1.7%) from 2018

Expenses

Up

$199,260,345

Up $3,398,484 (+1.7%) from 2018

Net Income

Down

$9,770,691

Down $2,186 (-0.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$733,363,144
Liabilities$185,695,923
Net Assets$547,667,221
Open 2019 Filing

Operations Trend

Revenue Growth39th 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

2019

Revenue$209,031,036
Expenses$199,260,345
Net Income$9,770,691
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$338,860,878
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$297,477,649$304,395,935▲ $6,918,286
Land, Buildings, and Equipment, Net$252,375,382$265,847,973▲ $13,472,591
Investments Other Securities$107,354,577$107,196,872▼ $157,705
Pledges and Grants Receivable$22,709,134$18,303,953▼ $4,405,181
Investments Program Related$7,541,126$7,596,537▲ $55,411
Savings and Temporary Cash Investments$5,121,093$3,164,890▼ $1,956,203
Accounts Receivable$3,016,398$2,667,984▼ $348,414
Prepaid Expenses and Deferred Charges$991,618$1,819,983▲ $828,365
Cash and Non-Interest-Bearing Accounts$294,040$119,643▼ $174,397
Total Assets$717,438,968$733,363,144▲ $15,924,176
Other Assets Total$20,557,951$22,249,374▲ $1,691,423
Liabilities
Tax Exempt Bond Liabilities$106,673,015$117,628,250▲ $10,955,235
Other Liabilities$46,766,508$45,610,334▼ $1,156,174
Accounts Payable and Accrued Expenses$9,463,600$12,835,179▲ $3,371,579
Mortgage Notes Payable Secured by Investment Property$4,478,688$4,207,524▼ $271,164
Escrow Account Liability$3,065,949$2,991,994▼ $73,955
Deferred Revenue$2,837,588$2,422,642▼ $414,946
Total Liabilities$173,285,348$185,695,923▲ $12,410,575
Net Assets / Fund Balance
Unrestricted Net Assets$272,588,060$272,585,725▼ $2,335
Permanently Rstr Net Assets$144,382,147$148,268,516▲ $3,886,369
Temporarily Rstr Net Assets$127,183,413$126,812,980▼ $370,433
Total Net Assets Fund Balance$544,153,620$547,667,221▲ $3,513,601
Total Liabilities and Net Assets / Fund Balance$717,438,968$733,363,144▲ $15,924,176

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$228,319,227$99,072,809$326,730,584
Equipment$14,466,893$51,984,191$66,451,084
Land$22,909,574-$22,890,012
Other Land Buildings$152,279$1,187,608$1,339,887
Other Securities$90,346,750--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$326,728,378$5,522,438▲ $16,275,849$11,389,973$330,289,650
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
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew K EynonVP for College AdvancementFT$331,387$62,917$394,304
Daniel R PorterfieldFormer President (res. 5/18)-$287,820$76,148$363,968
Joel W MartinProvost and Dean of the FacultyFT$284,012$73,603$357,615
Pierce BullerGen. Counsel & Dep. Chief of StaffFT$266,478$81,020$347,498
Paul M MutoneVP Fin. & Admin/treas.FT$293,852$34,011$327,863
Eric MaguireVP/dean of Admis. & Financial AidFT$282,508$35,927$318,435
Margaret HazlettVP and Dean of Student AffairsFT$228,398$48,219$276,617
Barbara K Altmann PhdPresidentFT$182,271$71,801$254,072
Robyn L PiggottChief of Staff/secretaryFT$186,312$62,960$249,272
Ann R SteinerProf. of Classics & Former ProvostFT$203,789$44,450$248,239
Cynthia GormanAvp for College AdvancementFT$201,819$36,559$238,378
Alan CanigliaVP for Planning/acting VP of Fin.FT$192,466$43,684$236,150
Carrie E RamppVP & Chief Information OfficerFT$191,617$38,413$230,030
Beth L ThroneAvp Student & Post-graduate Dev.FT$173,165$43,538$216,703
Alan S GlazerProfessor of BusinessFT$165,429$32,878$198,307
Stanley a MertzmanProfessor of GeosciencesFT$167,253$25,488$192,741
Kevin BurkeVP for CommunicationsFT$122,559$25,706$148,265
David R ProulxFormer VP Fin&admin/treas(res 6/17)-$102,332$102,532$102,532

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
Colleen Ross WeisTrustee
David H LehmanTrustee
Douglas H EvansTrustee
Douglas J Mccormack EsqTrustee
Edward D Van DolsenTrustee
Elaine Tuttle HansenTrustee
Eric Rackow MdTrustee
Eric W NollTrustee
Evelyn N Farkas Ph DTrustee
H Art Taylor EsqTrustee
Hale a KrasneTrustee
Joan M FallonTrustee
John W Greene JrTrustee
Jonathan E BabkowTrustee
Judith C Fishlow MinterTrustee
Kenneth B MehlmanTrustee
Laurence a ShadekTrustee
Lawrence G BraitmanTrustee
Mary L Schapiro LhdTrustee
Matthew N DeschampsTrustee
Modia J ButlerTrustee
Mona L Camacci MdTrustee
Raymond a SanseverinoTrustee
Robert J Brooks SrTrustee
Shawn M JenkinsTrustee
Stuart Farwell SmithTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Poole Anderson Construction LLCConstruction Svc.2121 OLD GATESBURG ROAD STE 200, State College, PA 16803-2290$10,522,909
Sodexo INC & AffiliatesFood Services Mgmt.4880 PAYSPHERE CIRCLE, Chicago, IL 60674$6,698,891
Warfel ConstructionConstruction Svc.1110 ENTERPRISE ROAD, East Petersburg, PA 17520$4,086,390
Lancaster General Medical GrpStudent Health Svcs.1030 NEW HOLLAND AVE BUILDING 12A, Lancaster, PA 17601-5689$1,476,747
Sheet Metal Specialists LLCConstruction Svc.1731 19TH ST, Harrisburg, PA 17104-3204$759,571
Revenue and Support

Revenue Composition

Contributions and Grants
$19,848,800
Program Service Revenue
$161,804,648
Investment Income
$23,442,002
Other Revenue
$3,935,586
All Other Contributions
$15,583,063
Change in Net Assets
$9,770,691

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 Traded56$882,508Nyse
Works of Art26$120,206Appraisal
Other Non Cash Contri Table21$8,905Purchase Price
Total Noncash Contributions103$1,011,619-

Audited Revenue Reconciliation

Revenue per Audited Statements
$209,704,164
Revenue Not Reported on Financial Statements
$-673,128
Revenue Not Reported on Form 990
$-64,710,452
Other Revenue Adjustments
$-673,128
Total Revenue per Audited Statements
$144,993,712
Total Revenue per Form 990
$209,031,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,363,246
Grants and Similar Amounts Paid$59,082,460
Other Expenses$57,814,639
Total Fundraising Expense$7,705,301
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,279,125$13,271,362$2,508,025$58,058,512
Grants to Domestic Individuals$53,052,391--$53,052,391
Depreciation Depletion$8,511,416$2,888,752$635,148$12,035,316
Fees for Services Other$9,183,049$1,707,625$1,107,054$11,997,728
Other Employee Benefits$7,766,623$2,579,260$541,307$10,887,190
Occupancy$2,707,239$3,978,205$79,472$6,764,916
Foreign Grants$5,826,508--$5,826,508
Pension Plan Contributions$4,252,875$1,285,953$242,313$5,781,141
Office Expenses$2,143,374$1,624,474$606,349$4,374,197
Payroll Taxes$2,980,732$960,997$194,541$4,136,270
Current Officers, Directors, Trustees, and Key Employees$968,210$1,671,497$860,426$3,500,133
Travel$2,790,987$195,267$196,426$3,182,680
Interest$142,200$2,777,755-$2,919,955
Information Technology$310,126$1,956,867$108,520$2,375,513
Other Expenses$1,494,834$15,535$1,644$1,512,013
Fees for Service Investment Mgmnt Fees-$1,169,921-$1,169,921
Insurance$10,267$844,912-$855,179
Fees for Services Legal$38,270$406,827-$445,097
Conferences and Meetings$275,101$114,511$7,490$397,102
All Other Expenses$212,299$72,053$15,842$300,194
Grants to Domestic Orgs$203,561--$203,561
Advertising$88,164$76,155$25,445$189,764
Fees for Services Accounting-$168,286-$168,286
Total Functional Expenses$152,344,301$39,210,743$7,705,301$199,260,345

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$199,260,345
Total Expenses per Audited Statements$141,991,744
Expenses per Audited Statements$139,307,685
Expenses Not Reported on Financial Statements$59,952,660
Other Expense Adjustments$59,952,660
Expenses Not Reported on Form 990$2,684,059
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
Lancaster General Health FoundationLancaster, PA-General Support$10,000
City of LancasterLancaster, PA501(c)(3)General Support$6,667
Crispus Attucks Community CenterLancaster, PA501(c)(3)General Support$5,000
Lancaster Community Safety CoalitiionLancaster, PA501(c)(3)General Support$5,000

International Summary

Offices
0
Employees
0
Spending
$72,299,458

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
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesStudy Abroad00$2,826,380
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,GrantmakingAdmissions Recruitment00$2,297,941
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grantmaking-00$1,018,054
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmakingAdmissions Recruitment00$973,754
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking-00$754,929
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesStudy Abroad00$438,581
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,GrantmakingAdmissions Recruitment00$320,546
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesConf/research/travel00$292,147
Russia and Neighboring States - Armenia, Azerbijan, Belarus,GrantmakingAdmissions Recruitment00$228,751
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,GrantmakingStudy Abroad00$198,755
North America - Canada and Mexico, But Not the United StatesGrantmakingAdmissions Recruitment00$190,330
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grantmaking-00$172,793
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesStudy Abroad00$157,486
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesConf/research/travel00$150,311
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesStudy Abroad00$130,386
Europe (including Iceland & Greenland)Program Services-00$128,730
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesConf/research/travel00$112,419
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesStudy Abroad00$92,890
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Program ServicesConf/research/travel00$71,252
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesStudy Abroad00$67,636
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesConf/research/travel00$48,577
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesStudy Abroad00$33,900
North America - Canada and Mexico, But Not the United StatesProgram ServicesConf/research/travel00$30,533
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesConf/research/travel00$29,288
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesConf/research/travel00$26,609
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesConf/research/travel00$20,619
North AmericaProgram Services-00$15,946
Europe (including Iceland & Greenland)Program Services-00$12,784
South AsiaProgram Services-00$7,618
Sub-saharan AfricaProgram Services-00$7,563
Middle East and North AfricaProgram Services-00$6,662
Russia and Neighboring StatesProgram Services-00$1,195
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$19,265,499
Annuity Obligations$18,068,324
Fin 47 Obligation$6,663,128
Unpaid Health Claims Liability$1,158,862
Foreign Currency Liability$291,865
Contract Liability$100,185
Srec Liability$62,471

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$7,280,000$159,025
B$32,830,000-$1,310,000$164,165
C$25,000,000-$1,142,000$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
Alan Caniglia
Title
Acting VP Finance and Admin.
Phone
7173583925
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Altmann
Formed
1787
Legal Domicile
Pa
Voting Board Members
34
Independent Board Members
33
Employees
2,684
Volunteers
1,500

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in annuity obligations -2,208,511. Change in cash surrender value 50,788. Changes to post-retirement benefits 729,304. Gross up to contributions for changes to discounts and allowance -712,044.”

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, 37% is intended for student aid, 24% for general unrestricted purposes, 10% for operations and maintenance, 20% 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, 2019 and 2018, 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 -2,208,511. Changes in cash surrender value 729,304. Changes in pledge discounts and allowances -712,044. Change in post retirement benefit obligation 50,788. De-consolidation of millport conservancy and ase revenue 1,499,298. Student financial aid -58,254,043. Investment management fees -1,698,617.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSE -673,128.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 673,128. De-consolidation of millport conservancy and ase expenses 2,010,931.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 1,698,617. Student financial aid 58,254,043.”

Raw XML AppendixShowing 400 of 2,090 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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$733,363,144
Liabilities
$185,695,923
Net assets
$547,667,221
Revenue
$209,031,036
Expenses
$199,260,345
Net income
$9,770,691
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
2019Detailed filing. Detailed filing data is available for this year.$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