2024-02-15T09:39:45+00:00 2023-06-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2022-07-01 240795453 Marywood University MARY 5703486211 2300 Adams Avenue Scranton PA 18509 William McDonald VP for Finance and Admin. 5703486211 2024-02-15 true William McDonald 999009999 true RACHEL SPURLOCK P00520729 5023263996 2022 2023-04-26 12:10:37Z Sr Mary Persico IHM 2300 Adams Avenue Scranton PA 18509 147364956 false X www.marywood.edu X 1915 PA To provide an education in the immaculate heart of Mary tradition of academic excellence. 24 23 1216 336 245682 0 17866849 21085769 84730997 92775496 3401522 1624542 3930381 669277 109929749 116155084 38375611 37458733 0 0 34160984 37146885 168000 144013 1192314 35364657 36240659 108069252 110990290 1860497 5164794 227731052 234414612 91676671 89032432 136054381 145382180 X A CATHOLIC UNIVERSITY SPONSORED BY THE CONGREGATION OF THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY, MARYWOOD UNIVERSITY ROOTS ITSELF IN THE PRINCIPLE OF JESUS AND A BELIEF THAT EDUCATION EMPOWERS PEOPLE. ENACTING ITS IDEALS, MARYWOOD OFFERS STUDENTS A WELCOMING AND SUPPORTIVE COMMUNITY THAT ENCOURAGES MEN AND WOMEN OF ALL BACKGROUNDS TO SHAPE THEIR LIVES AS LEADERS IN SERVICE TO OTHERS. PROUD OF ITS LIBERAL ARTS TRADITION AND HOST OF PROFESSIONAL DISCIPLINES, MARYWOOD CHALLENGES STUDENTS TO BROADEN THEIR UNDERSTANDING OF GLOBAL ISSUES AND TO MAKE DECISIONS BASED ON SPIRITUAL, ETHICAL, AND RELIGIOUS VALUES. MARYWOOD CALLS UPON STUDENTS TO SEEK THEIR FULL POTENTIAL AND INVITES ALL TO ENGAGE IN A LIFELONG PROCESS OF LEARNING. WITNESSING THE EFFICACY OF TEACHING AND SCHOLARSHIP, MARYWOOD EDUCATES STUDENTS TO LIVE RESPONSIBLY IN A DIVERSE AND INTERDEPENDENT WORLD. true true 75245976 37458733 86850725 INSTRUCTION AND SCHOLARSHIPS: MARYWOOD PROVIDED UNDERGRADUATE AND GRADUATE INSTRUCTION TO 2,467 FULL-TIME AND 322 PART-TIME STUDENTS. CONSIDERED A 'LIBERAL ARTS' UNIVERSITY, MARYWOOD HAS THREE DEGREE-GRANTING COLLEGES, AND OFFERS UNDERGRADUATE DEGREES IN 58 ACADEMIC PROGRAMS WHICH INCLUDE Arts, Communication, literature, Language, Music, Theater, Dance, Health Sciences, Philosophy and Religious Studies, Psychology, Architecture, Business, Education, Social Work, Science, Math, Computer Sciences, and Social Sciences. MARYWOOD IS FULLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. MARYWOOD OFFERS 32 GRADUATE PROGRAMS INCLUDE Art, Counseling, Psychology, Social Work, Business, Education, Architecture, Health Sciences, Computer science, Social science, and Language 10041099 0 0 RESEARCH AND ACADEMIC SUPPORT: MARYWOOD PROVIDED SERVICES TO SUPPORT THE INSTRUCTIONAL AREAS NOTED ABOVE. THIS INCLUDES LIBRARY, COMPUTER SERVICES, ATHLETICS, HEALTH & FITNESS, TECHNOLOGY, AND ART GALLERIES. FACULTY AND STAFF ARE ENCOURAGED TO SECURE FUNDING FOR VARIOUS RESEARCH PROJECTS FROM FEDERAL, STATE, AND LOCAL SOURCES, AS WELL AS PRIVATE FUNDING AGENCIES. 9493505 0 6314624 AUXILIARY SERVICES: MARYWOOD PROVIDED DORMITORY SERVICES TO 704 RESIDENT STUDENTS AND FOOD SERVICES TO RESIDENT STUDENTS, COMMUTER STUDENTS, AND CAMPUS STAFF. MARYWOOD OFFERED FOUR ON-CAMPUS HOUSING OPTIONS AND FOUR DINING VENUES. 94780580 true true false false false false true false true true false false false false true true false true true true false false true true true false false true true true false false false false false false false false true false true true false false false true false false false true 3566 0 1216 true true true false false false false true true false false false false false false X 24 23 false false false false true true true true true false false true true true true true true true true true true PA X William McDonald 5703486211 2300 Adams Avenue Scranton PA 18509 James Gavin Treasurer 1.0 X X 0 0 0 Lisa Lori Chair 1.0 X X 0 0 0 Pia Ferrario Vice Chair (through 4/2023); trustee 1.0 X X 0 0 0 Sr Kathleen Lunsmann IHM Vice Chair (as of 4/2023) 1.0 6.0 X X 0 0 0 Sr Mary Persico IHM Ed D President 40.0 6.0 X X 10000 0 0 Susan Cognetti Secretary 1.0 X X 0 0 0 Alejandra Marroquin Trustee 1.0 X 0 0 0 Bernadette Gray-Little PhD Trustee 1.0 X 0 0 0 Daniel Santaniello Trustee 1.0 X 0 0 0 Flora Keating Karam Trustee 1.0 X 0 0 0 Frank Kelleher Trustee 1.0 X 0 0 0 John Lawless Trustee 1.0 X 0 0 0 Lorraine Breen Trustee 1.0 X 0 0 0 Maria Gogal Trustee 1.0 X 0 0 0 Mary Lawler Murphy Fox PhD Trustee 1.0 X 0 0 0 Michael Bugno Trustee 1.0 X 0 0 0 Paula Shields Trustee 1.0 X 0 0 0 Rev John Lapera Trustee 1.0 X 0 0 0 Robert Tamburro Trustee 1.0 X 0 0 0 Sr Andrea Lee IHM PhD Trustee 1.0 X 0 0 0 Sr Kathryn Clauss IHM Trustee 1.0 X 0 0 0 Sr Mary Ann Cody IHM Trustee 1.0 2.0 X 0 0 0 Sr Mary Elaine Anderson IHM Trustee 1.0 6.0 X 0 0 0 William Lynett Trustee 1.0 X 0 0 0 Christina Clark Provost 40.0 X 188843 0 27088 Mary Theresa Paterson Secretary of the Univ & General Counsel 40.0 X 89874 0 26746 Renee Zehel Vice President for University Advancement 40.0 X 136398 0 80405 Robert Piurowski Vice President, Enrollment Mgmt/Student Svcs 40.0 X 135467 0 8457 Sr Catherine Luxner Vice President for Mission Services 40.0 2.0 X 60754 0 4342 Wendy Yankelitis Vice President of Operations 40.0 X 140491 0 25802 William McDonald Vice President of Finance & Administration 40.0 X 215590 0 34969 Dr Alan Levine Professor 40.0 X 242870 0 68732 Dr Arthur Comstock Associate Professor 40.0 X 140719 0 27935 Dr Christopher Speicher Associate Professor 40.0 X 167709 0 9704 Dr Uldarico Rex Dumdum Jr Associate Professor 40.0 X 211112 0 8707 Susan Turell Professor 40.0 X 152346 0 25779 Ann Boland-Chase Former Vice President for Enrollment Management & Stud Svcs 40.0 X 130396 0 8020 2022569 0 356686 27 true true false COMPASS GROUP USA DBA Gourmet Dining Services 2400 Yorkmont Road Charlotte NC 28217 Food Service Provider 4060095 DYNAMIC CAMPUS SOLUTIONS 2806 Flintrock Trace Suite A205 Austin TX 73738 Outsourced IT Service 1942500 WRIGHT'S ELECTRIC LLC 1217 Woodstock Drive Saylorsburg PA 18353 Construction Company 739932 CC CLEANING SERVICES 20 Barrett Avenue Carbondale PA 18407 Outsourced cleaning company 678142 HEMMLER CAMAYD ARCHITECTS LTD 512 Lackawanna Avenue Scranton PA 18503 Architect for campus construction 607832 32 262526 138000 5540414 15144829 1109853 21085769 Tuition and Fees 611600 82662538 82662538 Auxiliary Enterprises 721310 6314624 6314624 On-Campus Dining Services 722514 3716656 3716656 Educational Sales & Services 611710 81678 81678 0 0 0 0 92775496 1816198 1816198 3688 3688 445300 135675 309625 0 309625 245682 63943 30609201 200589 30781331 220115 -172130 -19526 -191656 -191656 13875 262526 66269 -52394 -52394 24987 6482 18505 18505 Deferred Payment Fee 611600 75411 75411 Forfeited Advance Deposits 611600 45718 45718 Parking & Traffic Fines 611600 30600 30600 238124 238124 0 0 389853 116155084 93165349 245682 1658284 37458733 37458733 1677719 1275067 369098 33554 89469 89469 26993620 20515151 5938597 539872 1093338 830937 240534 21867 5314411 4038952 1169171 106288 1978328 1503529 435232 39567 211995 211995 131118 131118 144013 144013 144346 144346 5480295 4165024 1205665 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UTILITY REBATE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 160410.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 160410.0; DESCRIPTION - CONFERENCE DINING & HOUSING, COLUMN A - 0.0, COLUMN B - 102183.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 102183.0; DESCRIPTION - PARKING FEES AND FINES, COLUMN A - 37575.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 21650.0, COLUMN E - 30600.0, COLUMN F - 89825.0; DESCRIPTION - FORFEITED ADVANCE DEPOSITS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 25485.0, COLUMN E - 45718.0, COLUMN F - 71203.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 52103969 1502721 4943694 1575814 56974570 62123957 893591 -9543579 1370000 52103969 61174860 3863421 -1123324 1791000 62123957 59722820 1378058 1126093 1012000 40111 61174860 53856407 4325501 2599695 1023000 35783 59722820 0.2325 0.6048 0.1627 false false 1406859 1406859 206485405 80907057 125578348 36724881 30186214 6538667 14267692 6220277 8047415 141571289 0 X 83085232 4181171 -37309103 -33127932 116213164 144346 -202426 -58080 116155084 73757433 202426 202426 73555007 144346 37290937 37435283 110990290 Schedule D, Part III, Line 4 Collections of art - description of collections Marywood University's art galleries strive to present exhibitions and programs that provide opportunities for lifelong learning and contribute to the visual literacy of both the institution and the greater community. The art galleries are committed to complementing and broadening the availability of contemporary and historical visual arts for the academic community with outreach and collaborative programming. All exhibitions, receptions, and accompanying events are free of charge and open to the Marywood community and the general public. Current, future, and past exhibitions, as well as over 50 objects from the permanent collection, can be viewed on the art galleries' webpage at www.marywood.edu/galleries. The Suraci Gallery maintains Marywood's permanent collection of fine and decorative arts. The Asian collection consists of paintings, furniture, ivories, tapestries, and ceramics. Bronze and marble sculptures, furniture, and paintings comprise the 19th century collection. In addition, European ceramics, glass, and other decorative arts are displayed. Feature Exhibitions that showcase regional, national, and international artists, as well as recent work by the art faculty are highlighted during the year in a recently renovated exhibition space. Schedule D, Part V, Line 4 Intended uses of endowment funds The intended use of the endowment funds is to give financial aid to students and support university programs. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. US GAAP prescribes recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if the tax position is considered more-likely-than-not to be sustained in a tax examination, with a tax examination being presumed to occur. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. Management believes the University does not have any tax benefits or liabilities to be recognized at June 30, 2023 and 2022. The University would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The University has not incurred any interest or penalties for the years ended June 30, 2023 and 2022. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Split Interest Agreements - -18166 Institutional Aid - -37290937 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expenses - -135675 Gaming Expenses - -482 Fundraising Event Expenses - -66269 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expense - 135675 Gaming Expense - 482 Fundraising Event Expenses - 66269 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Institutional Aid - 37290937 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE NONDISCRIMINATION IS POSTED ON THE HOMEPAGE OF THE UNIVERSITY'S WEBSITE. IT IS CLEARLY STATED ON MOST ADMISSIONS ADVERTISEMENTS AND PUBLICATIONS, AND ALSO DISCLOSED ON THE SUPPLEMENTAL MATERIAL CREATED BY THE MARKETING AND COMMUNICATIONS OFFICE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES. Sub-Saharan Africa 1 21 Program Services The sisters leadership development initiative ("SLDI") phase V year 3 program evaluation is an objectives-based assessment using criteria outlined in the project proposal to the conrad n. hilton foundation. It targets: 1. Project outputs - project outputs and participant demographics were based on data collected during the sessions and recorded by the participant or coordinator. 2. Participant skills and knowledge - participant skills and knowledge were assessed pre- and post- training. These measures were self-report measures, and the likert scales were constructed to align with the expected competencies integrated in to the technology and web-design curriculum. 3. Project management - project management was assessed using data including learning environment assessment by participants after each session and trainer evaluations after each session. 4. Project outcomes - the final outcome of the project is based on annual data including evaluations. 2935454 Sub-Saharan Africa 1 7 Program Services The Higher education of sisters in Africa ("HESA") Phase II year 6 and phase III year 2 program evaluation is an objectives-based assessment using criteria outlined in the project proposal to the conrad n. hilton foundation. It targets: 1. Project outputs - project outputs and participant demographics were based on data collected during the sessions and recorded by the participant or coordinator. 2. Participant skills and knowledge - participant skills and knowledge were assessed pre- and post- training. These measures were self-report measures, and the likert scales were constructed to align with the expected competencies integrated in to the technology and web-design curriculum. 3. Project management - project management was assessed using data including learning environment assessment by participants after each session and trainer evaluations after each session. 4. Project outcomes - the final outcome of the project is based on annual data including evaluations. 2995424 East Asia and the Pacific 0 0 Program Services Marywood entered into a cooperative agreement to deliver the University's education program, Master of Business Administration (MBA), through an online platform where the teaching language is chinese. 299551 East Asia and the Pacific 0 0 Program Services Non-credit special workshops for Korean students 211245 2 28 0 0 2 28 6441674 0 6441674 false false false true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; SUB-SAHARAN AFRICA-Accrual X X X X X X X true Graham-Pelton Associates Inc 39 Beechwood Road Summit NJ 07091 Fundraising Consultant false 0 144013 -144013 0 144013 -144013 NY PA Community Celebration 276401 262526 13875 35787 622 29860 0 0 276401 262526 13875 35787 622 29860 66269 -52394 24987 6000 482 true 1.0 24987 6000 482 PA false DURING THE FISCAL YEAR, THE GAMING MANAGERS AND UNIVERSITY WERE MADE AWARE OF THE REQUIREMENT TO OBTAIN A GAMING LICENSE. THE UNIVERSITY BEGAN THE PROCESS TO OBTAIN THE APPROPRIATE LICENSE. AS OF THE TIME OF FILING, THE UNIVERSITY HAS OBTAINED THE LICENSE. false false false 1.0 0.0 Nicole Malloy and Jason Theil 2300 Adams Ave Scranton PA 18509 false Nicole Malloy 6651 Organizing the event, setup, breakdown, and introductions X true 18505 Schedule G, Part III, Line 16 Additional Gaming Manager Information GAMINGMANAGERBUSINESSNAME=JASON THEIL,GAMINGMANAGERCOMPENSATIONAMT=3344,GAMINGMANAGERSERVICESPROVTXT=ORGANIZING THE EVENT, SETUP, BREAKDOWN, AND INTRODUCTIONS,GAMINGMANAGERISEMPLOYEEIND; Schedule G, Part III, Line 17 Distributions required under state law STATE=PENNSYLVANIA,MANDATORY DISTRIBUTION AMOUNT=18505; true Sponsored Scholarships 1887 36835566 0 N/A N/A Non-Sponsored Scholarships 255 452169 0 N/A N/A Student Aid 50 170998 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Financial aid and scholarships are awarded in an objective and nondiscriminatory manner. The office of financial aid determines eligibility of each student who applies for financial aid and scholarships using formulas and criteria promulgated by various federal, state, and local governmental bodies, as well as Marywood's internally established rules and procedures. These funds are applied directly to the student's university account. X false true X X X true false false false false false false true false Christina Clark Provost 188343 0 500 0 0 0 11500 0 15588 0 215931 0 0 0 William McDonald Vice President of Finance & Administration 215590 0 0 0 0 0 12198 0 22771 0 250559 0 0 0 Wendy Yankelitis Vice President of Operations 140491 0 0 0 0 0 8377 0 17425 0 166293 0 0 0 Renee Zehel Vice President for University Advancement 135398 0 1000 0 0 0 8304 0 72101 0 216803 0 0 0 Dr Arthur Comstock Associate Professor 101899 0 1000 0 37820 0 6657 0 21278 0 168654 0 0 0 Dr Uldarico Rex Dumdum Jr Associate Professor 75973 0 0 0 135139 0 4017 0 4690 0 219819 0 0 0 Dr Alan Levine Professor 65562 0 31043 0 146265 0 3973 0 64759 0 311602 0 0 0 Dr Christopher Speicher Associate Professor 139224 0 1075 0 27410 0 8654 0 1050 0 177413 0 0 0 Susan Turell Professor 149141 0 1000 0 2205 0 8872 0 16907 0 178125 0 0 0 Ann Boland-Chase Former Vice President for Enrollment Management & Stud Svcs 66232 0 64164 0 0 0 7030 0 990 0 138416 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use Marywood's president, Sr. Mary Persico, lives in housing owned by Marywood specifically for the President. This housing allowance is excludable from income under internal revenue code section 119. Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses Because Sister Mary's congregation takes a vow of poverty, all of the income related to her work for Marywood goes directly to the congregation and is not taxable to Sister Mary. Therefore, no written policy is deemed necessary. Schedule J, Part I, Line 4a Severance or change-of-control payment Dr. Alan Levine and Dr. Uldarico Rex Dumdum participated in the Voluntary Severance Offering during FY23, receiving payments of $132,656 and $125,139, respectively. Schedule J, Part I, Line 7 Non-fixed payments Marywood provided a one-time monetary bonus to employees based on length of employment with the university. If hired prior to 1-1-2022, full-time employees received $1,000 and part-time employees received $500. If hired between 1-1-2022 and 3-31-2022, full-time employees received $500 and part-time employees received $250. Note: All employees had the voluntary opportunity to waive all or half of their bonus to be placed into a pool to raise the bonuses of the least paid employees. A SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY 232243852 810694L56 2016-09-26 55383367 REFUNDING OF PRIOR BOND ISSUE AND OTHER DEBT CONSOLIDATION. false false false A 2035000 55387431 4273813 8204 1039683 3468367 46597364 2016 true false true true A false true false false 0.0 0.0 0.0 false false true A false false false true false false false false true A true Schedule K, Part I, Column (f) THE REFUNDED BONDS WERE (1) SERIES 2005 BONDS ISSUED 04/14/2005, 11/15/2005, AND 12/15/2005; (2) SERIES 2007 BOND ISSUED 01/04/2007; (3) SERIES 2013 BOND ISSUED 11/07/2013; AND (4) SERIES 2016 BOND ISSUED 08/12/2016. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE REPORTED ON PART II LINE 3 AND GROSS PROCEEDS IN RESERVE FUNDS REPORTED ON PART II LINE 4 INCLUDE A $4,064 GAIN. Schedule K, Part IV, Line 2c COLUMN A Issuer name: SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY The calculation for computing no rebate due was performed on 10/26/2021 Theodocia Lawless Zayac Family member of John Lawless, Board of Trustees member 89469 Wages earned for employment false X 5 14550 Market value X 11 1092449 Market value X AED 1 1799 Cost X Gift Cards 6 1055 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of contributions Other - AED Number of contributions Other - Gift Cards Number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 2 New program services Marywood began accreditation for the master's degrees in (1) sports and human performance nutrition; (2) teaching in special education; (3) architecture; and (4) education; an (5) executive MBA (Zijing); and (6) the bachelor's degree in financial crime investigation. Form 990, Part III, Line 3 Significant changes in program services Marywood discontinued the accreditation for the bachelor's degree in athletic training and the master's degree in sports nutrition and exercise science. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the officers of the Board of Trustees, chairs of all standing committees, and the President of the University. Additional trustee members may be designated by the Chair so long as total members do not exceed fourteen (14). The Executive Committee shall exercise all of the powers of the Board of Trustees at such time as the Board is not in session, except to remove persons from office. It shall report its interim actions at the next regular meeting of the Board of Trustees. Form 990, Part VI, Line 6 Classes of members or stockholders The Members of the Corporation are the President of the Congregation of the Sisters, Servants of the Immaculate Heart of Mary, Scranton, Pennsylvania, and her Council and their successors in office. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The members have the right, by majority vote, to elect trustees. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The members have the right of approval, by majority vote, of actions of the board of trustees relating to changes in institutional purpose and philosophy; appointment of the President of the University; acquisition, disposition, encumbrance, or lease of real property of the institution; construction of new buildings; dissolution, merger, or consolidation of the institution with another corporation; amendments to the articles of incorporation or bylaws; and disposition of property upon dissolution. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was prepared by an independent accounting firm and reviewed by the accounting supervisor, assistant vice president for Finance and Administration, and the Vice President for Finance and Administration. The final Form 990 was reviewed by the Board of Trustees' Finance and Audit committee and then the full board of Trustees before filing with the Internal Revenue Service. Form 990, Part VI, Line 12c Conflict of interest policy The conflict of interest policy applies to all officers, directors, trustees, employees, and regularly retained agents of the university. A potential conflict must be disclosed to the board of trustees when a trustee first receives knowledge of the proposed or actual transaction. Prior to discussion of the transaction, the interested party may briefly state a position on the matter and answer pertinent questions but may not participate in considerations or any action on the proposed transaction. The chairperson of the board as chair, the chairperson of the committee on trustees, and the chairperson of the finance committee act as an ad hoc committee for overseeing compliance with this policy. If it is determined that a trustee has violated or may violate the policy, the committee notifies the trustee with advice as to the steps that should be taken, in the committee's judgement, to rectify the situation. If an adjustment of the matter is not satifactorily effected, the matter is referred to the board of trustees with a recommendation for remedy or sanction. Disclosure of actual or potential conflicts must also be made at the time of election to the board and annually thereafter. Form 990, Part VI, Line 15a Process to establish compensation of top management official The board of trustees conducts an annual review of the president via performance evaluation surveys and periodically, community-wide surveys. The executive committee of the board of trustees compiles and reviews the evaluations and also reviews compensation of presidents of similarly situated colleges and universities to determine the annual compensation and/or any raises for the president. The deliberations and decisions regarding compensation are timely documented. Form 990, Part VI, Line 15b Process to establish compensation of other employees The board of trustees conducts an annual review of the officers via performance evaluation surveys and periodically, community-wide surveys. The executive committee of the board of trustees compiles and reviews the evaluations and also reviews compensation of officers of similarly situated colleges and universities to determine the annual compensation and/or any raises for the officers. The deliberations and decisions regarding compensation are timely documented. Form 990, Part VI, Line 19 Required documents available to the public Marywood makes its governing documents and conflict of interest policy available on its website. Financial statements are available upon request Form 990, Part VII, Section A Officer Compensation The Congregation of the Sisters, Servants of Immaculate Heart of Mary (IHM) take a vow of poverty. Sister Mary Persico, President of Marywood, is a member of IHM and as such the compensation she earns for her service to Marywood is paid to IHM. Marywood paid IHM $383,750 on behalf of Sister Mary Persico for her role as president. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other - Total Revenue: 238124, Related or Exempt Function Revenue: 238124, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Split Interest Agreements - -18166; Congregation of the Sisters Servants of the Immaculate Heart 2300 Adams Ave IHM Center Scranton PA 18509 240795454 Religious Organization PA 501(c)(3) 1 NA false false false true false true false false false false true false false true true true false true false false