2025-03-31T10:57:45-04:00 2024-06-30 232213999 HAMILTON & MUSSER PC CPAS 176 CUMBERLAND PARKWAY MECHANICSBURG PA 17055 990 2023-07-01 251666617 ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA ASSO 7172328649 101 NORTH FRONT STREET HARRISBURG PA 17101 TIMOTHY C ALEXANDER VP FIN & ADM 7172328649 2025-03-05 true true MATTHEW A WITMER CPA P01282790 7176973888 2025-03-05 2023 2025-03-06 01:10:19Z THOMAS P FOLEY 101 NORTH FRONT STREET HARRISBURG PA 17101 2589743 false X WWW.AICUP.ORG X 1991 PA THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSTITIES OF PENNSYLVANIA (AICUP) IS TO SERVE AND PROMOTE INDEPENDENT COLLEGES AND UNIVERSITIES AS VITAL, DISTINCTIVE COMPONENTS OF THE HIGHER EDUCATION COMMUNITY IN PENNSYLVANIA AND THE NATION; TO PRESERVE AND PROMOTE THE STRENGTHS AND DISTINCTIVE CHARACTERISTICS OF NON-PROFIT HIGHER EDUCATION INSTITUTIONS AND TO INCREASE THE FINANCIAL MEANS AVAILABLE TO THESE INSTITUTIONS; TO FURTHER THE AVAILABILITY OF EDUCATION OPPORTUNITY FOR RESIDENTS OF PENNSYLVANIA AND OTHERS WHO SEEK EDUCATION OR TRAINING AT INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA; TO ENHANCE THE BUSINESS AND EDUCATIONAL PARTENERSHIP IN PA AND INCREASE THE EFFECTIVENESS OF DONATIONS IN ADVANCING HIGHER EDUCATION; TO ENCOURAGE AND SOLICIT CORPORATE, BUSINESS, AND OTHER GIVING TO THE INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA; TO FURTHER BY STUDY, RESEARCH, PUBLICATION, AND TEACHING AN UNDERSTANDING OF THE ROLE AND NEEDS OF HIGHER EDUCATION; 23 22 12 75 0 253850 290694 1587539 1546031 102722 227651 437802 465925 2381913 2530301 341642 274500 0 1438341 1487517 0 50231 517579 596641 2297562 2358658 84351 171643 5109175 5402144 1526833 1496453 3582342 3905691 X THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP) IS TO SERVE AND PROMOTE INDEPENDENT COLLEGES AND UNIVERSITIES AS VITAL, DISTINCTIVE COMPONENTS OF THE HIGHER EDUCATION COMMUNITY IN PENNSYLVANIA AND THE NATION, TO PRESERVE AND PROMOTE THE STRENGTHS AND DISTINCTIVE CHARACTERISTICS OF NON-PROIT HIGHER EDUCATION INSTITUTIONS AND TO INCREASE THE FINANCIAL MEANS AVAILABLE TO THESE INSTITUTIONS, TO FURTHER THE AVAILABILITY OF EDUCATION OPPORTUNITY FOR RESIDENTS OF PENNSYLVANIA AND OTHERS WHO SEEK EDUCATION OR TRAINING AT INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA, TO ENHANCE THE BUSINESS AND EDUCATIONAL PARTNERSHIP IN PA AND INCREASE THE EFFECTIVENESS OF DONATIONS IN ADVANCING HIGHER EDUCATION, TO ENCOURAGE AND SOLICIT CORPORATE, BUSINESS, AND OTHER GIVING TO THE INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA, TO FURTHER BY STUDY, RESEARCH, PUBLICATION, AND TEACHING AN UNDERSTANDING OF THE ROLE AND NEEDS OF HIGHER EDUCATION, TO false false 274500 274500 DISTRIBUTED VOLUNTARY CONTRIBUTIONS RECEIVED FROM MEMBER COLLEGES, THE GENERAL PUBLIC, FOUNDATIONS AND CORPORATIONS FOR VARIOUS PROGRAMS OF THE ASSOCIATION. 619944 THE ASSOCIATION SERVED AS A UNIFIED VOICE FOR INDEPENDENT HIGHER EDUCATION IN PENNSYLVANIA BEFORE STATE AND FEDERAL ELECTED OFFICIALS AND GOVERNMENT AGENCIES. ISSUES ADDRESSED BY THE ASSOCIATION INCLUDED INPUT INTO PUBLIC POLICIES WITH REGARD TO STUDENT FINANCIAL AID PROGRAMS, FUNDING FOR INSTITUTIONAL NEEDS, PRESERVATION OF STATE AND LOCAL TAX EXEMPTIONS FOR COLLEGES AND UNIVERSITIES AND SEVERAL OTHER ISSUES WHICH IMPACT INDEPENDENT HIGHER EDUCATION. 379028 1531276 THE ASSOCIATION SERVES ITS MEMBERS IN MANY WAYS. IT DISSEMINATED INFORMATION AND PROVIDED VARIOUS SERVICES BOTH TO ITS MEMBERS AND TO THE PUBLIC. THE ASSOCIATION ALSO SPONSORED VARIOUS PROGRAMS THROUGH ROYALTY AGREEMENTS WITH INDEPENDENT VENDORS TO HELP COLLEGES AND UNIVERSITIES REALIZE SAVINGS THROUGH ECONOMIES OF SCALE. SUCH PROGRAMS INCLUDE A TELECOMMUNICATIONS PROGRAM, BOND FACILITIES PROGRAM, EMPLOYMENT BENEFITS PROGRAM, ENERGY PROCUREMENT AND ENERGY MANAGEMENT PROGRAM, STUDENT LOAN PROGRAM, SOFTWARE PROCUREMENT PROGRAM, TUITION INSTALLMENT PROGRAM, PURCHASE CARD PROGRAM, ENVIONMENTAL COMPLIANCE, STUDENT HEALTH INSURANCE, CYBER SECURITY INITIATIVE, AND A MULTIPLE EMPLOYER RETIREMENT PLAN. 338424 14755 THE ASSOCIATION CONDUCTED VARIOUS RESEARCH STUDIES WHICH INCLUDED THE FOLLOWING: FRESHMAN ADMISSION AND FINANCIAL AID, STUDENT FINANCIAL AID, FINANCIAL ANALYSIS AND TRENDS, TUITION AND FEE AND PATTERNS OF VOLUNTARY SUPPORT, BACCALAUREATE RESEARCH STUDY. THE ASSOCIATION HAS UNDERTAKEN AN ECONOMIC DEVELOPMENT PROJECT DESIGNED TO ALIGN STATE, LOCAL, AND COLLEGE ECONOMIC DEVELOPMENT INITIATIVES AND ASSIST INDIVIDUAL MEMBER SCHOOLS OR CONSORTIA OF SCHOOLS WITH SPECIFIC PROJECTS. THE ASSOCIATION PUBLISHES AN OVERALL ECONOMIC IMPACT REPORT OF PA'S INDEPENDENT HIGHER EDUCATION SECTOR. 338424 14755 1611896 true true false true false false false false false true true false false false true true true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 2 0 12 true false false false false false false false false X 23 22 false false false false true true true true true false false true true true true true true true false false PA X TIMOTHY C ALEXANDER 7172328649 101 NORTH FRONT STREET HARRISBURG PA 171011405 JONATHAN GREEN CHAIR 2.00 X X 0 0 0 BARBARA ALTMANN VICE-CHAIR 2.00 X X 0 0 0 DOUGLAS LEE SECRETARY/TR 2.00 X X 0 0 0 KENT TRACHTE GOV'T RELATI 2.00 X 0 0 0 MARY ELLEN CARO RESEARCH CMT 2.00 X 0 0 0 FR JIM GREENFIELD MBR SERV CMT 2.00 X 0 0 0 BRIAN KEECH RESEARCH UNI 2.00 X 0 0 0 JAQUELYN FETROW NAICU LIAISO 2.00 X 0 0 0 MARY FINGER NAICU LIAISO 2.00 X 0 0 0 SR MARY PERSICO CHAIR EMIERI 2.00 X 0 0 0 RONALD MATTHEWS DIRECTOR 2.00 X 0 0 0 ELIZABETH MEADE DIRECTOR 2.00 X 0 0 0 KATHY RICHARDSON DIRECTOR 2.00 X 0 0 0 FR PAUL TAYLOR DIRECTOR 2.00 X 0 0 0 CHRIS DOMES DIRECTOR 2.00 X 0 0 0 WESLEY FUGATE DIRECTOR 2.00 X 0 0 0 JILL MURRAY DIRECTOR 2.00 X 0 0 0 ANNE PRISCO DIRECTOR 2.00 X 0 0 0 KATHLEEN GETZ DIRECTOR 2.00 X 0 0 0 JOSEPH HELBLE DIRECTOR 2.00 X 0 0 0 KATHY HUMPHREY DIRECTOR 2.00 X 0 0 0 CHERYL MCCONNELL DIRECTOR 2.00 X 0 0 0 THOMAS P FOLEY PRESIDENT 50.00 X X 326862 0 76658 TIMOTHY C ALEXANDER VP FIN & ADM 50.00 X 163618 0 49466 NICHOLE DUFFY VP GVT RELAT 50.00 X 160288 0 50911 RON URODA VP RESEARCH 50.00 X 154694 0 16597 805462 193632 4 false true false 290694 290694 MEMBERSHIP DUES 519100 1242908 1242908 MEETINGS AND WORKSHOPS 519100 288368 288368 RESEARCH PROGRAMS 519100 14755 14755 1546031 210485 210485 441992 441992 64776 47610 17166 17166 17166 34373 11832 22541 MISCELLANEOUS 519100 1392 1392 1392 2530301 2217066 274500 274500 1000957 699981 269326 31650 317227 140859 170092 6276 38359 16852 20759 748 54328 26588 26820 920 76646 47718 26746 2182 12220 12220 18118 18118 90765 90765 33023 25194 7239 590 30272 18846 10564 862 9743 6066 3400 277 93673 58319 32688 2666 21469 12753 8424 292 122084 94312 27772 16105 10027 5620 458 74079 46121 25850 2108 16441 10236 5737 468 DUES & SUBSCRIPTIONS 46810 21953 24200 657 BOARD EFFECT PROGRAM 5830 5830 LOBBYING 3313 3298 15 MISCELLANEOUS 2696 1678 941 77 2358658 1611896 696531 50231 392140 165458 36879 35061 36871 37820 2322262 1168727 1211907 1153535 3408179 3989971 23199 20299 5109175 5402144 366777 316312 611284 692735 511490 455462 37282 31944 1526833 1496453 X 2575844 2803085 1006498 1102606 3582342 3905691 5109175 5402144 X 171643 151706 X false true X true false X 463950 451850 263100 253850 290694 1723444 1449453 1464917 1538639 1587539 1546031 7586579 4300 6200 10540 16245 35765 73050 1917703 1922967 1812279 1857634 1872490 9383073 221990 210744 9312 17099 7466 466611 221990 210744 9312 17099 7466 466611 8916462 483328 402673 522202 511087 652477 2571767 483328 402673 522202 511087 652477 2571767 2401031 2325640 2334481 2368721 2524967 11954840 0.74580 0.74220 0.22000 0.20000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148475 148475 2222015 2370490 268525 67131 269430 263856 265101 268525 1066912 1600368 103913 112797 130749 148475 495934 67358 65964 66275 67131 266728 400092 1835906 264011 45000 2054917 1691544 178937 34575 1835906 1966406 -241887 32975 1691544 1607083 392298 32975 1966406 1513776 124189 30872 10 1607083 0.46340 0.53660 false false 115000 115000 2008179 1022229 985950 199083 146498 52585 1153535 OTHER LIABILITIES 31944 31944 X 2693839 151706 11832 163538 2530301 2530301 2370490 11832 11832 2358658 2358658 SCHEDULE D, PAGE 3, PART X THE STANDARDS REQUIRE AN ASSESSMENT OF THE ASSOCIATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF THE ASSOCIATION'S 501(C)(3) STATUS, POTENTIAL UNRELATED BUSINESS ACTIVITIES AND OTHER TAX POSITIONS THAT COULD RESULT IN ADDITIONAL INCOME TAXES UPON EXAMINATIONS BY TAXING AUTHORITIES. UNDER FINANCIAL STATEMENTS PRESENTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, ANY TAX BENEFITS ASSOCIATED WITH UNCERTAIN TAX POSITIONS THAT ARE IN EXCESS OF A REALIZATION THRESHOLD ARE RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE FINANCIAL STATEMENTS, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION AND THEREFORE BELIEVES THAT THE ASSOCIATION HAS NO EXPOSURE TO INCOME TAXES FROM UNCERTAIN TAX POSITIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D GOLF OUTING EXPENSES 11,832 SCHEDULE D, PAGE 4, PART XII, LINE 2D GOLF OUTING EXPENSES 11,832 GOLF OUTING 34373 34373 11832 34373 34373 11832 11832 22541 false NCFTA 2000 TECHNOLOGY DR STE 450 PITTSBURGH PA 15219 216000 false false false false false false false false false THOMAS P FOLEY PRESIDENT 317500 9362 39688 36970 403520 TIMOTHY C ALEXANDER VP FIN & ADM 160846 2772 20106 29360 213084 NICHOLE DUFFY VP GVT RELATIONS 151864 8424 18983 31928 211199 RON URODA VP RESEARCH 115525 39169 14440 2157 171291 FORM 990 - ORGANIZATION'S MISSION THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP) IS TO SERVE AND PROMOTE INDEPENDENT COLLEGES AND UNIVERSITIES AS VITAL, DISTINCTIVE COMPONENTS OF THE HIGHER EDUCATION COMMUNITY IN PENNSYLVANIA AND THE NATION, TO PRESERVE AND PROMOTE THE STRENGTHS AND DISTINCTIVE CHARACTERISTICS OF NON-PROIT HIGHER EDUCATION INSTITUTIONS AND TO INCREASE THE FINANCIAL MEANS AVAILABLE TO THESE INSTITUTIONS, TO FURTHER THE AVAILABILITY OF EDUCATION OPPORTUNITY FOR RESIDENTS OF PENNSYLVANIA AND OTHERS WHO SEEK EDUCATION OR TRAINING AT INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA, TO ENHANCE THE BUSINESS AND EDUCATIONAL PARTNERSHIP IN PA AND INCREASE THE EFFECTIVENESS OF DONATIONS IN ADVANCING HIGHER EDUCATION, TO ENCOURAGE AND SOLICIT CORPORATE, BUSINESS, AND OTHER GIVING TO THE INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA, TO FURTHER BY STUDY, RESEARCH, PUBLICATION, AND TEACHING AN UNDERSTANDING OF THE ROLE AND NEEDS OF HIGHER EDUCATION, TO ENCOURAGE AND PROMOTE REASEARCH WHICH WILL FOSTER AND PROMOTE PUBLIC KNOWLEDGE OF HIGHER EDUCATION, AND EVOKE ATTENTION TO PROBLEMS IN HIGHER EDUCATION FOR THE IMPROVEMENT OF ALL CONDITIONS RELATING TO HIGHER EDUCATION, TO GATHER, ANALYZE AND INTERPRET ACCURATE AND RELIABLE INFORMATION AND DATES PERTINENT TO INDEPENDENT COLLEGES AND UNIVERSITIES IN PA, AND TO PROVIDE OTHER CIVIC, EDUCATIONAL AND PUBLIC FEATURES AS WILL FOSTER, STIMULATE, AND ENCOURAGE PUBLIC UNDERSTANDING OF HIGHER EDUCATION, TO ORGANIZE CONFERENCES, SEMINARS, STUDY GROUPS, AND PUBLICATIONS IN ORDER TO EXPAND PUBLIC INFORMATION AND EDUCATIONAL INITIATIVES BY INDEPENDENT COLLEGES AND UNIVERSITIES IN PENNSYLVANIA. FORM 990, PAGE 1, PART I, LINE 6 THE ASSOCIATION HAS SEVERAL COMMITTEES COMPRISED OF VOLUNTEERS FROM MEMBER INSTITUTIONS WHO PROVIDE GUIDANCE AND OPINIONS ON VARIOUS ISSUES CONFRONTING THE ORGANIZATION. THESE COMMITTEES INCLUDE, THE MEMBER SERVICES/COLLABORATION COMMITTEE, AND THE REASEARCH ASSESSMENT AND ACCOUNTABILITY COMMITTEE. IN ADDITION, THE REGULAR BOARD MEMBERS ARE ALSO BOARD MEMBERS WHO SERVE WITHOUT FINANCIAL COMPENSATION. FORM 990, PAGE 2, PART III, LINE 4D THE ASSOCIATION CONDUCTED VARIOUS RESEARCH STUDIES WHICH INCLUDED THE FOLLOWING: FRESHMAN ADMISSION AND FINANCIAL AID, STUDENT FINANCIAL AID, FINANCIAL ANALYSIS AND TRENDS, TUITION AND FEE AND PATTERNS OF VOLUNTARY SUPPORT, BACCALAUREATE RESEARCH STUDY. THE ASSOCIATION HAS UNDERTAKEN AN ECONOMIC DEVELOPMENT PROJECT DESIGNED TO ALIGN STATE, LOCAL, AND COLLEGE ECONOMIC DEVELOPMENT INITIATIVES AND ASSIST INDIVIDUAL MEMBER SCHOOLS OR CONSORTIA OF SCHOOLS WITH SPECIFIC PROJECTS. THE ASSOCIATION PUBLISHES AN OVERALL ECONOMIC IMPACT REPORT OF PA'S INDEPENDENT HIGHER EDUCATION SECTOR. FORM 990, PAGE 6, PART VI, LINE 6 AICUP IS A MEMBERSHIP ORGANIZATION. THE POPULATION OF QUALIFIED MEMBERS CONSIST OF ALL INDEPENDENT NONPROFIT COLLEGES AND UNIVERSITIES, AND EDUCATIONAL INSTITUTIONS WITHIN THE COMMONWEALTH OF PENNSYLVANIA. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTOTRS IS ELECTED ANNUALLY. POTENTIAL BOARD MEMBERS CONSIST OF THE PRESIDENTS OF THE MEMBER COLLEGES AND UNIVERSITIES. FORM 990, PAGE 6, PART VI, LINE 7B MAJOR DECISIONS (AMEND BYLAWS, SELECT OFFICERS, ETC) ARE SUBJECT TO THE APPROVAL OF THE MEMBERSHIP. OTHER ACTIONS ARE SUBJECT TO THE APPROVAL OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT OF AICUP FOR ACCURACY BEFORE SUBMITTAL TO THE IRS. THE 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW ON A SECURE PORTAL FOR A 15 DAY COMMENT PERIOD. FORM 990, PAGE 6, PART VI, LINE 12C THE PRESIDENT REVIEWS ALL IDENTIFIED CONFLICT OF INTERESTS OF STAFF OR THE CHAIR REVIEWS FOR OFFICERS AND BOARD MEMBERS. RESOLUTION OF CONFLICTS ARE MADE BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT'S COMPENSATION PACKAGE WAS COMPARED TO A SURVEY OF SIMILAR STATEWIDE ORGANIZATIONS FROM ACROSS THE COUNTRY. A SUBCOMMITTEE OF THE BOARD OF DIRECTORS MADE RECOMMENDATIONS TO THE FULL BOARD BASED ON THIS REVIEW. THE FULL BOARD ADOPTED A COMPENSATION PACKAGE FOR THE PRESIDENT IN EXECUTIVE SESSION. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS THAT MUST BE MADE AVAILABLE TO THE GENERAL PUBLIC ARE MADE AVAILABLE UPON WRITTEN REQUEST. OTHER GOVERNING DOCUMENTS ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 GOLF OUTING EXPENSES 11,832 GOLF OUTING EXPENSES -11,832