2024-05-14T16:16:58-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 236002304 CORPORATION OF HAVERFORD COLLEGE CORP 6108961223 370 LANCASTER AVENUE HAVERFORD PA 190411392 NICO WASHINGTON VP ADMIN/FINANCE 6108961223 2024-05-13 1 NICO WASHINGTON 999009999 0 CRAIG KLEIN P00734640 6177610600 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HAVERFORD COLLEGE WENDY E RAYMOND 370 LANCASTER AVENUE HAVERFORD PA 190411392 566409804 0 X WWW.HAVERFORD.EDU X 1833 PA LEADING LIBERAL ARTS COLLEGE KNOWN FOR: ACADEMIC RIGOR, HONOR CODE & A BEAUTIFUL ARBORETUM CAMPUS 31 30 2158 480 -380174 90194 21738511 20058124 112358184 118947713 38564271 72601915 19709 99618 172680675 211707370 37375308 37966162 0 0 65424619 68925290 49500 278331 4691605 48734222 56349307 151583649 163519090 21097026 48188280 858346728 883366346 164381373 159339755 693965355 724026591 X HAVERFORD COLLEGE IS COMMITTED TO PROVIDING A LIBERAL ARTS EDUCATION IN THE BROADEST SENSE. THIS EDUCATION, BASED ON A RICH ACADEMIC CURRICULUM AT ITS CORE, IS DISTINGUISHED BY A COMMITMENT TO EXCELLENCE AND A CONCERN FOR INDIVIDUAL GROWTH. HAVERFORD HAS CHOSEN TO REMAIN SMALL AND FOSTER A CLOSE STUDENT/FACULTY RELATIONSHIP TO ACHIEVE THESE OBJECTIVES. THE COLLEGE'S RIGOROUS ACADEMIC PROGRAM IS FLEXIBLE IN FORM AND CONTENT TO MEET THE NEEDS OF INDIVIDUAL STUDENTS, AND RESTS ON THE ASSUMPTION THAT THE ABLE STUDENTS WHO COME HERE WILL USE THEIR CAPABILITIES FULLY. HAVERFORD'S FACULTY ARE NOTED FOR STRENGTH IN BOTH SCHOLARSHIP AND TEACHING, AND ITS MEMBERS EXPECT TO TRANSMIT TO STUDENTS THEIR ENTHUSIASM AND HIGH STANDARDS. THE FACULTY MEMBERS ARE TEACHING AT AN UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES BY CHOICE, AND THEY EXPECT TO LEARN, AS WELL AS TEACH, IN THE CLOSE RELATIONSHIP WITH UNDERGRADUATES. 0 0 93584909 37966162 93698519 THE COLLEGE'S ACADEMIC RELATED EXPENDITURES INCLUDE INSTRUCTION (UNDERGRADUATE LIBERAL ARTS), ACADEMIC SUPPORT, FINANCIAL AID, AND RESEARCH. THESE EXPENSES SUPPORTED 1,520 STUDENT FTE AND 188.4 FACULTY FTE. THE COLLEGE CONFERRED 348 DEGREES IN 22/23. RESEARCH STIPENDS TOTALING $798,744 WERE AWARDED TO 284 STUDENTS. THE MAJORITY OF RESEARCH AWARDS ARE IN THE NATURAL SCIENCES. FEDERAL FUNDS SUPPORTED 35 SPONSORED PROJECTS. OTHER SUPPORT COMES FROM PRIVATE FOUNDATIONS, DONOR DESIGNATED FUNDS, AND INTERNALLY DESIGNATED (UNRESTRICTED) FUNDS.THE COLLEGE ALSO SPENT FUNDS ON FINANCIAL AID: HAVERFORD COLLEGE SCHOLARSHIPS TOTALING $36,606,163 WERE AWARDED TO 678 STUDENTS AND FSEOG AWARDS TOTALING $235,224 WERE RECEIVED BY 120 STUDENTS. 23183612 23355112 AUXILIARY ENTERPRISES: DORMS, DINING CENTER, FACULTY HOUSING, AND CONFERENCE PROGRAMS. HAVERFORD IS A RESIDENTIAL INSTITUTION WHERE MOST OF THE STUDENT BODY LIVE ON CAMPUS AND ACTIVELY PARTICIPATE IN CAMPUS LIFE. THE DORMS HOUSED AN AVERAGE OF 1,359 STUDENTS, AN AVERAGE OF 921 STUDENTS WERE ON A FULL MEAL PLAN, AND AN AVERAGE OF 368 WERE ON PARTIAL MEAL PLANS. HAVERFORD PROVIDED 57 HOUSING UNITS FOR RENT TO THE FACULTY TO FOSTER EDUCATIONAL INTERACTION WITH STUDENTS. 19837535 48969 STUDENT SERVICES: DEAN, REGISTRAR, COUNSELING, CAREER DEVELOPMENT, HEALTH SERVICES, ATHLETICS, DISABILITY SERVICES, AND OTHER MISCELLANEOUS SERVICES. WHILE THESE OFFICES SUPPORT STUDENT HEALTH, DEVELOPMENT, AND WELL-BEING IN DIFFERENT WAYS, THEY ALL SHARE AN APPROACH THAT IS BASED ON RESPECT FOR STUDENT CHOICES AND A FUNDAMENTAL COMMITMENT TO THE IMPORTANCE OF EDUCATION IN THE DECISION-MAKING PROCESS. THE STAFF OF THESE OFFICES ARE COMMITTED TO HELPING STUDENTS ACHIEVE THEIR POTENTIAL BOTH AS INDIVIDUALS AND AS MEMBERS OF THE COMMUNITY. THE RECENT 6-YEAR GRADUATION RATES FOR THE COLLEGE HAVE BEEN 89% OR HIGHER. BASED ON THE ENTIRE CLASS OF 2022, 19% PROCEEDED DIRECTLY TO GRADUATE/PROFESSIONAL SCHOOL AND 65% WERE EMPLOYED, UNDERTAKING VOLUNTEER WORK OR AWARDED A FELLOWSHIP WITHIN SIX MONTHS OF GRADUATION. 16% WERE SEEKING EMPLOYMENT OR UNKNOWN AT THAT POINT. FOR THE 10 YEAR PERIOD FROM 2010-2020, HAVERFORD GRADUATES EARNED DOCTORATE DEGREES AT A RATE OF 15.9%, WHICH PLACES HAVERFORD 6TH AMONG LIBERAL ARTS COLLEGES AND 10TH OVERALL FOR THIS TIME PERIOD. 136606056 1 1 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 0 1 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 2595 0 1 2158 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO DC KY MD MA MI NH NJ NY NV OH OK OR SC WA X X BRIGID ISACKMAN 6107951702 370 LANCASTER AVENUE HAVERFORD PA 190411392 WENDY RAYMOND PRESIDENT 50.00 X X 538227 0 184012 CHARLES G BEEVER CHAIR, BOARD OF MANAGERS 2.00 X X 0 0 0 GARRY W JENKINS VICE CHAIR, BOARD (UNTIL 6/30/23) 2.00 X X 0 0 0 AMY TAYLOR BROOKS CLERK, BOARD OF MANAGERS 2.00 X X 0 0 0 ZACHARY DUTTON SECRETARY, BOARD OF MANAGERS 2.00 X X 0 0 0 MARK G ANDERSON BOARD OF MANAGERS 2.00 X 0 0 0 STEVEN L BEGLEITER BOARD OF MANAGERS 2.00 X 0 0 0 BRIAN COOPER BOARD OF MANAGERS 2.00 X 0 0 0 PETRA DOAN BOARD OF MANAGERS 2.00 X 0 0 0 MOLLY FINN BOARD OF MANAGERS 2.00 X 0 0 0 JONATHAN M GAMSE BOARD OF MANAGERS 2.00 X 0 0 0 BRUCE D GORCHOW BOARD OF MANAGERS 2.00 X 0 0 0 CLAUDIA L HAMMERMAN BOARD OF MANAGERS 2.00 X 0 0 0 JAMES KINSELLA BOARD OF MANAGERS 2.00 X 0 0 0 THIEN LE BOARD OF MANAGERS 2.00 X 0 0 0 DON LIU BOARD OF MANAGERS 2.00 X 0 0 0 ERICA LURIE-HURVITZ BOARD OF MANAGERS 2.00 X 0 0 0 RACHEL MELROY-HUSSER BOARD OF MANAGERS 2.00 X 0 0 0 BEATRICE MITCHELL BOARD OF MANAGERS 2.00 X 0 0 0 KARL NADEAU BOARD OF MANAGERS 2.00 X 0 0 0 TERESA NANCE BOARD OF MANAGERS 2.00 X 0 0 0 JENNIFER S PERKINS BOARD OF MANAGERS 2.00 X 0 0 0 SARA RECKTENWALD BOARD OF MANAGERS 2.00 X 0 0 0 MAURICE RIPPEL BOARD OF MANAGERS 2.00 X 0 0 0 HENRY J RITCHOTTE BOARD OF MANAGERS 2.00 X 0 0 0 JANE SILBER BOARD OF MANAGERS (UNTIL 6/30/23) 2.00 X 0 0 0 JOHN SPEARS BOARD OF MANAGERS 2.00 X 0 0 0 VINCENT WARREN BOARD OF MANAGERS 2.00 X 0 0 0 DAVID WERTHEIMER BOARD OF MANAGERS 2.00 X 0 0 0 JERRY WILLIAMS BOARD OF MANAGERS 2.00 X 0 0 0 NANCY WOLFSON BOARD OF MANAGERS (UNTIL 6/30/23) 2.00 X 0 0 0 MICHAEL H CASEL CIO, ASST TREAS (UNTIL 1/3/23) 50.00 X 315272 0 58239 ARA SERJOIE VP, INST. ADVANCEMENT (UNTIL 1/17/23) 50.00 X 273976 0 45781 LINDA STRONG-LEEK PROVOST 50.00 X 252528 0 33769 MITCHELL L WEIN SR VP ADMIN/FIN, TREAS(UNTIL 7/5/22) 50.00 X 183962 0 33914 JESSE H LYTLE VP/CHIEF OF STAFF, SECRETARY 50.00 X 162605 0 41582 BRIGID ISACKMAN AVP & CONTROLLER/ASST. TREASURER 50.00 X 90733 0 22479 TERRI ALBERTSON UNTIL 722 AVP, FIN/CONTROLLER/ASST TREAS 50.00 X 74661 0 5420 YVONNE BERRY INTERIM VP OF FINANCE, TREASURER 50.00 X 0 0 0 RACHMA KALRA ASSISTANT SECRETARY 50.00 X 26015 0 0 JESS H LORD VP/DEAN OF ADMISSIONS/FINANCIAL AID 50.00 X 211319 0 46505 JOHN MCKNIGHT DEAN OF THE COLLEGE 50.00 X 200635 0 76871 MEGAN E FITCH CHIEF INFORMATION OFFICER 50.00 X 196640 0 30231 DONALD B CAMPBELL JR DIRECTOR OF FACILITIES MANAGEMENT 50.00 X 170550 0 19116 LINDA GERSTEIN PROFESSOR 50.00 X 186138 0 28212 ANNE PRESTON PROFESSOR 50.00 X 181673 0 27098 ASHOK GANGADEAN PROFESSOR 50.00 X 179351 0 35859 LAURA MCGRANE ASSOC PROVOST, STRATEGIC INITIATIVES/PROFESSOR 50.00 X 170738 0 39254 TERRY SNYDER VISITING ASSOC. PROFESSOR, LIBRARIAN OF THE COLLEG 50.00 X 169159 0 32504 KIMBERLY BENSTON PROFESSOR/FORMER PRESIDENT 50.00 X 204717 0 39390 3788899 0 800236 95 1 1 0 THE TRADESMAN LLC 641 CHESTER CREEK RD BROOKHAVEN PA 19015 CONSTRUCTION SERVICE 803967 NB RODGERSINC 311 COUNTY LINE ROAD UNIT 9 GILBERTSVILLE PA 19525 CONSTRUCTION SERVICE 644711 DECHERT LLP PO BOX 7247-6643 PHILADELPHIA PA 191706643 LEGAL SERVICES 494493 WEBCO CONSTRUCTION LLC 2517 MOORE STREET PHILADELPHIA PA 19145 CONSTRUCTION SERVICE 415796 PALMER WATERPROOFING INC 2175 BENNETT ROAD PHILADELPHIA PA 19116 RESTORATION SERVICES 369370 40 170794 2381471 17505859 977744 20058124 TUITION & FEES 611310 92417766 92417766 AUXILLIARY - DORMITORIES/HCA 900099 14848598 14848598 AUXILLIARY - DINING CENTER 900099 8289526 7362323 927203 CONFERENCES 900099 917910 267243 650667 COLLEGE HOUSING 900099 806592 806592 1667321 1667321 118947713 6818587 -599340 7417927 518 518 177611 0 177611 177611 177611 420393451 354610126 515 65783325 -515 65782810 -48077 65830887 13800 170794 91793 -77993 -77993 211707370 117102600 -380174 74926820 25084 25084 35408995 35408995 2532083 2532083 4150488 1335932 2435477 379079 48264450 38508299 7442459 2313692 4047616 3229466 624031 194119 9006607 5599125 2977296 430186 3456129 2757502 532967 165660 618347 17081 596547 4719 175890 175890 278331 278331 1833992 1833992 9170765 4604808 4136104 429853 79365 24993 53712 660 6495053 3977927 2382669 134457 746972 697730 34211 15031 3209901 1631036 1577755 1110 1900224 1713929 125721 60574 1908164 1220966 566154 121044 5992226 5641082 351144 9595354 9033066 562288 1359018 893876 465142 DINING SERVICES - FOOD 3078785 3078785 STUDY ABROAD PROGRAMS 1624345 1624345 LIBRARY 1624129 1624129 SOFTWARE LICENSING FEES 1489468 654313 683286 151869 5447309 10771504 -5335416 11221 163519090 136606056 22221429 4691605 1502243 2498079 17113971 19882284 2428247 2219932 2767341 3458998 207066 193092 1347837 1393810 52680 50464 665284 612533 384901776 196055835 191975112 188845941 129986855 102290589 510186395 561795393 113697 125231 858346728 883366346 8036046 6022460 1401283 1214276 142298710 139398036 12645334 12704983 164381373 159339755 X 205670984 213938043 488294371 510088548 693965355 724026591 858346728 883366346 X 48188280 -21816506 3689462 X 0 1 X 1 1 1 X 24190117 22218402 19224122 21738511 20058124 107429276 24190117 22218402 19224122 21738511 20058124 107429276 3596085 103833191 7426167 7711217 5924665 8118305 7596056 36776410 15619 12694 21695 90194 140202 18225 17320 12000 13800 61345 144407233 521751769 0.71900 0.68520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 18,225. 2020 AMOUNT: $ 17,320. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 13,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 0 PART II-B, LINE 1: HAVERFORD PAYS MEMBERSHIP DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO); THESE MEMBERSHIP ORGANIZATIONS MAY ENGAGE IN LOBBYING ACTIVITIES TO SUPPORT THE HIGHER EDUCATION INDUSTRY, AS SUCH A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. HAVERFORD HAS NO DIRECT LOBBYING ACTIVITY OR ANY CONTROL OVER THE LOBBYING ACTIVITIES PERFORMED BY THESE MEMBERSHIP ORGANIZATIONS. 61003 5733597 X X X 0 1 1080544 0 1080544 0 0 618975713 4568818 49576740 8568063 18675139 2681830 643196239 641484724 16940195 -11934252 5800253 20579082 1135619 618975713 503436957 6495344 159161111 6088565 20345506 1174617 641484724 526881390 9740486 -5944382 6297088 19659148 1284301 503436957 518885600 6173080 28355450 6093045 19325027 1114668 526881390 0.23950 0.51440 0.24610 0 1 1 720688 720688 298047270 133490694 164556576 41434296 33542338 7891958 44699522 29022803 15676719 188845941 EQUITY AND FIXED INCOME FUNDS 112500948 F PRIVATE EQUITY 263036882 F HEDGE AND REAL ESTATE FUNDS 171615413 F PLANNED GIVING AGREEMENTS 10460400 F PERPETUAL TRUSTS 4181750 F 561795393 FEDERAL STUDENT LOAN ADVANCES 70954 INTEREST RATE SWAP LIABILITIES 912237 LIABILITIES UNDER PLANNED GIVING AGREEMENTS 10108859 CONDITIONAL ASSET RETIREMENT OBLIGATION 784758 REFUNDABLE ADVANCE THORNE SCHOOL 277129 FUNDS HELD IN CUSTODY OF OTHERS 484445 SECURITY DEPOSIT 44146 ONECARD LIABILITY, CASH VALUE 22455 12704983 X 154094200 -21816506 -33206627 -55023133 209117333 847838 1742199 2590037 211707370 124032964 91793 91793 123941171 847838 38730081 39577919 163519090 PART III, LINE 4: SPECIAL COLLECTIONS OF ART AND HISTORICAL TREASURES SERVE TO ADVANCE SCHOLARSHIP AND TO FURTHER TEACHING, RESEARCH AND SERVICE. SPECIAL COLLECTIONS RANGE FROM QUAKER COLLECTIONS TO HAVERFORD ARCHIVES TO RARE MANUSCRIPTS TO FINE ART ASSETS. THE QUAKER COLLECTION CONSISTS OF MANUSCRIPTS AS WELL AS NUMEROUS PHOTOGRAPHS, WORKS OF ART, ARTIFACTS, FURNITURE AND FILMS. THE HAVERFORD ARCHIVES INCLUDE AMERICAN AND ENGLISH LITERATURE, HISTORY AND POLITICS. TODAY, THE COLLECTIONS OF FINE ART ENCOMPASS THREE AREAS: MATERIAL IN SUPPORT OF THE COLLEGE CURRICULA, MATERIAL THAT DOCUMENTS HAVERFORD'S HISTORY, AND MATERIAL THAT DOCUMENTS THE HISTORY OF QUAKERISM. PART IV, LINE 1B: HAVERFORD IS THE TRUSTEE OF THE WILLIAM MAUL MEASEY TRUST. THE COLLEGE IS ENTITLED TO 60% OF THE GROSS INCOME OF THE TRUST AND INCLUDES 60% OF THE TRUST ASSETS IN ITS FINANCIAL STATEMENTS AND FORM 990. THE REMAINING 40% OF THE GROSS INCOME IS DISTRIBUTED TO SECONDARY SCHOOLS FOR STUDENT FINANCIAL AID. AS OF JUNE 30, 2023 40% OF THE TRUST ASSETS (FMV) WAS $76,428,137. THE 40% TRUST INCOME DISTRIBUTED TO THE SCHOOLS IS REPORTED IN PART IV, LINE 1E. THE SECONDARY SCHOOLS THAT RECEIVE TRUST INCOME ARE GEORGE SCHOOL, WESTTOWN SCHOOL, SCATTERGOOD FRIENDS AND OLNEY FRIENDS. PART V, LINE 4: HAVERFORD SPENDS A PRUDENT AMOUNT OF ITS ENDOWMENT INCOME ANNUALLY TO SUPPORT THE EDUCATIONAL MISSION OF THE COLLEGE IN ACCORDANCE WITH DONOR RESTRICTIONS AND INTERNAL DESIGNATIONS. THE ENDOWMENT RESTRICTED DONOR DESIGNATIONS INCLUDE SCHOLARSHIPS, INSTRUCTIONAL PURPOSES, PROFESSORSHIPS, LIBRARY, RESEARCH, AND GENERAL EDUCATIONAL PURPOSES. PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2023, THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES INFORMATION TAX RETURNS IN THE UNITED STATES OF AMERICA AND VARIOUS STATES. THE COLLEGE IS GENERALLY NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESIDUAL INCOME FROM LIFE INCOME MATURITIES 404. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 2,712,043. CHANGE IN VALUE OF LIFE INCOME 1,014,119. NEW LIFE INCOME GIFT LIABILITY -37,104. FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINACIAL STATEMENTS -36,896,089. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -91,793. OTHER INVESTMENT EXPENSES 1,833,992. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 91,793. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 36,896,089. OTHER INVESTMENT EXPENSES 1,833,992. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SUCH A POLICY IS POSTED ON HAVERFORD'S WEBSITE AS WELL AS PUBLISHED IN HAVERFORD'S CATALOG AND OTHER ADMISSIONS LITERATURE. ALSO, THE POLICY IS PUBLISHED IN NEWSPAPERS AND/OR THE INTERNET WHEN ADVERTISING FOR EMPLOYMENT. SCHEDULE E, PART I, LINE 6 FEDERAL WORK STUDY $125,058, FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT (FSEOG) $235,224, PELL GRANT $1,157,696, PHEAA-FWS MATCH $20,049, PHEAA INSTITUTIONAL ASSISTANCE GRANT (IAG) $38,500. 1 MIDDLE EAST AND NORTH AFRICA 0 6 GRANTS TO RECIPIENTS 72861 SUB-SAHARAN AFRICA 0 1 GRANTS TO RECIPIENTS 2800 EUROPE (INCLUDING ICELAND & GREENLAND) 0 36 GRANTS TO RECIPIENTS 1974796 NORTH AMERICA 0 2 GRANTS TO RECIPIENTS 6900 SOUTH ASIA 0 6 GRANTS TO RECIPIENTS 16735 EAST ASIA AND THE PACIFIC 0 7 GRANTS TO RECIPIENTS 261385 CENTRAL AMERICA AND THE CARIBBEAN 0 2 GRANTS TO RECIPIENTS 59202 SOUTH AMERICA 0 3 GRANTS TO RECIPIENTS 137404 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 3694078 NORTH AMERICA 0 0 INVESTMENTS 677028 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 121120316 SOUTH ASIA 0 2 PROGRAM SERVICES PROFESSIONAL SERVICES 500 NORTH AMERICA 0 17 PROGRAM SERVICES PROFESSIONAL SERVICES 23122 EAST ASIA AND THE PACIFIC 0 7 PROGRAM SERVICES PROFESSIONAL SERVICES 27151 EUROPE (INCLUDING ICELAND & GREENLAND) 0 31 PROGRAM SERVICES PROFESSIONAL SERVICES 70218 SOUTH AMERICA 0 1 PROGRAM SERVICES PROFESSIONAL SERVICES 200 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES PROFESSIONAL SERVICES 2300 CENTRAL AMERICA AND THE CARIBBEAN 0 5 PROGRAM SERVICES PROFESSIONAL SERVICES 6013 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PROFESSIONAL SERVICES 660 EUROPE (INCLUDING ICELAND & GREENLAND) 0 12 PROGRAM SERVICES PROGRAM TRAVEL 160384 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES PROGRAM TRAVEL 22529 NORTH AMERICA 0 2 PROGRAM SERVICES PROGRAM TRAVEL 20541 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES PROGRAM TRAVEL 28173 SOUTH AMERICA 0 6 PROGRAM SERVICES PROGRAM TRAVEL 9257 CENTRAL AMERICA AND THE CARIBBEAN 0 5 PROGRAM SERVICES PROGRAM TRAVEL 77400 MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES PROGRAM TRAVEL 42017 SOUTH ASIA 0 1 PROGRAM SERVICES PROGRAM TRAVEL 6537 EUROPE (INCLUDING ICELAND & GREENLAND) 0 4 PROGRAM SERVICES INTERNSHIPS 14100 NORTH AMERICA 0 11 PROGRAM SERVICES INTERNSHIPS 30368 EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES INTERNSHIPS 8450 MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES INTERNSHIPS 7279 SOUTH ASIA 0 4 PROGRAM SERVICES INTERNSHIPS 15300 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES INTERNSHIPS 7188 SOUTH AMERICA 0 1 PROGRAM SERVICES INTERNSHIPS 4600 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 33966 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 1315425 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 69110 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 183172 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 22672 0 63 0 128 0 191 2532083 127700054 130232137 HAVERFORD COLLEGE SCHOLARSHIPS EAST ASIA AND THE PACIFIC 4 0 256522 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 32 0 1963873 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 1 0 54702 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 1 0 61331 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS SOUTH AMERICA 2 0 132804 TUITION REDUCTION FMV RESEARCH STIPENDS MIDDLE EAST AND NORTH AFRICA 5 11530 CHECK RESEARCH STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) 4 10923 CHECK RESEARCH STIPENDS NORTH AMERICA 2 6900 CHECK RESEARCH STIPENDS EAST ASIA AND THE PACIFIC 3 4863 CHECK RESEARCH STIPENDS SOUTH ASIA 6 16735 CHECK RESEARCH STIPENDS SUB-SAHARAN AFRICA 1 2800 CHECK RESEARCH STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 1 4500 CHECK RESEARCH STIPENDS SOUTH AMERICA 1 4600 CHECK 1 0 1 1 1 0 PART I, LINE 2: UPON REQUEST, QUALIFIED STUDENTS IN GOOD ACADEMIC AND DISCIPLINARY STANDING MAY BE GRANTED PERMISSION TO SPEND A SEMESTER OR YEAR STUDYING ABROAD. HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. PART III ACCOUNTING METHOD: 1 WASHBURN & MCGOLDRICK LLC 24 NORTH BRYN MAWR AVENUE 252 BRYN MAWR PA 19010 SOLICITATION ADVICE AND CONSULTING. 0 0 249508 0 EMILY WARGRAU D/B/A WEISWORD STRATEGIES LTD 11 NARBERTH PA 19072 SOLICITATION ADVICE AND CONSULTING. 0 0 28823 0 278331 AK CO DC KY MD MA MI NH NY NJ NV OH OK OR SC WA BASEBALL GOLF OUTING 21895 8095 13800 800 15540 MERION GOLF CLUB OUTING 162699 162699 45733 29720 184594 170794 13800 800 61273 29720 91793 -77993 1 FOUNDATION FOR COMMUNITY SERVICE CO THE SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR PA 19010 232844309 501(C)(3) 7500 0 ANNUAL SUPPORT WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION ONE WATERFRONT PLACE MORGANTOWN WV 26506 550665758 501(C)(3) 12084 0 RESEARCH - NASA SUBAWARD 2 0 HAVERFORD COLLEGE SCHOLARSHIPS 639 34187033 FMV TUITION REDUCTION FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS 120 235224 FMV TUITION REDUCTION BECKMAN SCHOLARS PROGRAM 1 4600 FMV TUITION REDUCTION RESEARCH STIPENDS 261 735893 CHESICK SCHOLARS FUNDING 71 47366 STUDENT LOAN DEBT RELIEF 32 48375 STUDENT EMERGENCY FUNDING 165 150504 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AWARDS TO SUB RECIPIENTS ARE ISSUED IN ACCORDANCE WITH COLLEGE ACCOUNTING AND BUSINESS POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) ARE AWARDED BASED ON FAMILY CONTRIBUTION. ELIGIBILITY IS DETERMINED BY THE FAFSA AND REGULATIONS DETERMINED BY THE U.S. DEPARTMENT OF EDUCATION. PER THE DEPARTMENT OF EDUCATION REGULATIONS, STUDENTS WHO RECEIVE PELL GRANTS MUST BE PROVIDED SEOG FUNDS FIRST. IF THE STUDENT IS SELECTED TO RECEIVE THESE AWARDS, OTHER VERIFICATION FORMS MAY BE REQUIRED; INCLUDING THE VERIFICATION STATEMENT, PARENT AND STUDENT TAX RETURNS, AND NON-TAX FILER STATEMENTS. SEOG AWARDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. SEOG AWARDS ARE AUDITED ANNUALLY BY THE COLLEGE'S OUTSIDE AUDITORS IN CONJUNCTION WITH THE SINGLE AUDIT. THE BECKMAN SCHOLARS PROGRAM IS SPONSORED BY THE ARNOLD AND MABEL BECKMAN FOUNDATION. STUDENTS MUST APPLY AND BE SELECTED TO RECEIVE THE AWARD WHICH INCLUDES AN ACADEMIC YEAR SCHOLARSHIP OF $4,600 THAT IS CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EMERGENCY FUNDING FOR STUDENTS IS PROVIDED BY THE LIFTFAR (LOW-INCOME AND FIRST-IN-THEIR-FAMILY ASSISTANCE AND RESOURCES) PROGRAM. STUDENTS THAT HAVE BELOW A CERTAIN EXPECTED FAMILY CONTRIBUTION (EFC) ARE ELIGIBLE TO APPLY AND ARE NOTIFIED BY EMAIL AT THE BEGINNING OF EACH SEMESTER. FUNDING IS ONLY AVAILABLE FOR CURRENT STUDENTS DURING THE ACADEMIC YEAR AND IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE JOHN P. CHESICK SCHOLARS PROGRAM IS A FOUR-YEAR ACADEMIC LEADERSHIP AND MENTORING PROGRAM FOR HAVERFORD STUDENTS FROM BACKGROUNDS THAT ARE UNDER-REPRESENTED IN ACADEMIA, INCLUDING ALL FGLI (FIRST-GENERATION/LOW-INCOME) ENTERING STUDENTS. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE STUDENT LOAN DEBT RELIEF PROGRAM IS DESIGNED TO ASSIST HAVERFORD ALUMNI FOR WHOM DEBT FROM STUDENT LOANS WOULD PROVE TO BE A GENUINE BURDEN, SUCH AS FOR THOSE WHO CHOOSE CAREERS OF HIGH SOCIETAL VALUE BUT LOW REMUNERATION OR WHO ARE TEMPORARILY UNEMPLOYED. INDIVIDUALS WHO ARE ELIGIBLE TO APPLY FOR SUPPORT WILL BE NOTIFIED BY THE OFFICE OF ADMISSION DURING THE SUMMER AND WILL BE PROVIDED INSTRUCTIONS ON HOW TO APPLY. APPLICANTS WILL BE REQUIRED TO COMPLETE AN APPLICATION AND CONFIRM THEIR CONTINUED ELIGIBILITY BY SUBMITTING SUPPORTING DOCUMENTATION. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. X X X 1 1 X X X 0 1 0 0 0 0 0 1 0 WENDY RAYMOND PRESIDENT 524769 0 1000 0 12458 0 54449 0 129563 0 722239 0 0 0 MICHAEL H CASEL CIO, ASST TREAS (UNTIL 1/3/23) 314272 0 1000 0 0 0 33415 0 24824 0 373511 0 0 0 ARA SERJOIE VP, INST. ADVANCEMENT (UNTIL 1/17/23 272001 0 1000 0 975 0 28473 0 17308 0 319757 0 0 0 LINDA STRONG-LEEK PROVOST 235964 0 1000 0 15564 0 24797 0 8972 0 286297 0 0 0 JOHN MCKNIGHT DEAN OF THE COLLEGE 199635 0 1000 0 0 0 21859 0 55012 0 277506 0 0 0 JESS H LORD VP/DEAN OF ADMISSIONS/FINANCIAL AID 210319 0 1000 0 0 0 22660 0 23845 0 257824 0 0 0 KIMBERLY BENSTON PROFESSOR/FORMER PRESIDENT 203717 0 1000 0 0 0 22344 0 17046 0 244107 0 0 0 MEGAN E FITCH CHIEF INFORMATION OFFICER 195640 0 1000 0 0 0 20905 0 9326 0 226871 0 0 0 MITCHELL L WEIN SR VP ADMIN/FIN, TREAS(UNTIL 7/5/22) 182962 0 1000 0 0 0 19438 0 14476 0 217876 0 0 0 ASHOK GANGADEAN PROFESSOR 178351 0 1000 0 0 0 19108 0 16751 0 215210 0 0 0 LINDA GERSTEIN PROFESSOR 185138 0 1000 0 0 0 19704 0 8508 0 214350 0 0 0 LAURA MCGRANE ASSOC PROVOST, STRATEGIC INITIATIVES 154526 0 3000 0 13212 0 16014 0 23240 0 209992 0 0 0 ANNE PRESTON PROFESSOR 178673 0 3000 0 0 0 18033 0 9065 0 208771 0 0 0 JESSE H LYTLE VP/CHIEF OF STAFF, SECRETARY 161605 0 1000 0 0 0 18148 0 23434 0 204187 0 0 0 TERRY SNYDER VISITING ASSOC. PROFESSOR, LIBRARIAN 166159 0 3000 0 0 0 17439 0 15065 0 201663 0 0 0 DONALD B CAMPBELL JR DIRECTOR OF FACILITIES MANAGEMENT 166050 0 3000 0 1500 0 17605 0 1511 0 189666 0 0 0 PART I, LINE 1A NON-TAXABLE HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, PRESIDENT WENDY RAYMOND AND DEAN OF THE COLLEGE JOHN MCKNIGHT RESIDE ON CAMPUS FREE OF RENT. SOCIAL CLUB DUES: THE SOCIAL CLUB DUES OF THE PRESIDENT ARE PAID BY THE COLLEGE AND INCLUDED AS TAXABLE INCOME ON THE PRESIDENT'S W-2. THE PRESIDENT RECEIVED GROSS UP PAYMENTS FOR THE TAXABLE PORTION OF LIFE INSURANCE, PERSONAL USE OF COLLEGE PROVIDED VEHICLE, AND SOCIAL CLUB DUES. PART I, LINE 4B WENDY RAYMOND RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HER 457(F) PROGRAM IN 2022 IN THE AMOUNT OF $2,449. PART I, LINE 7 IN 2022, RETENTION BONUSES AND COVID RELATED EMPLOYMENT BONUSES WERE AWARDED THE BONUSES WERE APPROVED BY SENIOR LEADERS AND THE CFO. A DELAWARE COUNTY AUTHORITY 231973437 246003NJ2 2017-02-28 110381164 REFUND PORTION 2008 BONDS, 2010 BONDS, ALL 2010A BONDS 0 0 0 B DELAWARE COUNTY AUTHORITY 231973437 NONEAVAIL 2017-02-28 29845000 PART REFUND 2008 BONDS: RENOVATION OF SHARPLESS HALL, RYAN GYM/VCAM, DINING 0 0 0 C DELAWARE COUNTY AUTHORITY 231973437 246003PH4 2020-03-24 9125000 REFUND OF 2010 BONDS 0 0 0 A 7778178 110381164 734217 109646947 2017 1 1 1 1 B 29845000 624499 102807 22415502 6702192 2020 1 0 1 1 C 1332000 9125000 170000 8955000 2020 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 0 0 1 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K, PART IV, LINE 2C: DELAWARE COUNTY AUTHORITY - 02/28/2017 $110,381,164 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 11, 2022. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2023. SCHEDULE K, PART IV, LINE 2C: DELAWARE COUNTY AUTHORITY - 02/28/2017 $29,845,000 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 11, 2022. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2023. MICHAEL H CASEL OFFICER HOME MORTGAGE X 300000 193092 0 0 1 193092 X 3 61002 APPRAISED VALUE X 1 1 AVERAGE VALUE X 7097 FAIR MARKET VALUE X 106 907559 FAIR MARKET VALUE X EQUIPMENT 2 2084 FAIR MARKET VALUE 2 0 1 0 PART I, COLUMN (B): THE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS IN EACH CATEGORY. FORM 990, PART V, LINE 1A: THE TOTAL NUMBER REPORTED IN BOX 3 OF ALL 2022 FORM 1096 FILINGS IS 2,595, THIS IS WHAT IS REPORTED ON FORM 990, PART V, LINE 1A. INCLUDED IN THIS TOTAL ARE 1,811 FORM 1098-T FILINGS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO UPDATE ELIGIBILITY CRITERIA FOR SELECTION TO MEMBERSHIP IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 HAVERFORD HAS ONE CLASS OF MEMBERS WHO MAY INCLUDE ANY MEMBER OF THE RELIGIOUS SOCIETY OF FRIENDS, ANYONE WHO HAS SERVED AS PRESIDENT OF THE COLLEGE OR AS A MEMBER OF THE BOARD OF MANAGERS FOR AT LEAST SIX CONSECUTIVE YEARS (WHETHER OR NOT STILL SERVING), AND ANY OTHER INTERESTED PERSON. FURTHERMORE, EACH NOMINEE SHALL IN ALL CASES BE GROUNDED IN AND LED BY VALUES ALIGNED WITH THE FAITH AND PRACTICE OF THE RELIGIOUS SOCIETY OF FRIENDS, SHARE A COMMITMENT TO THE STEWARDSHIP OF THE COLLEGE, AND BE OPEN TO LEARNING AND BEING GUIDED BY QUAKER PROCESS AND DECISION MAKING IN SERVING THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS FORMALLY ELECT ALL THE MEMBERS OF THE BOARD, INCLUDING THOSE NOMINATED BY HAVERFORD, BY THE BOARD AND BY THE ALUMNI ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B ANY AND ALL AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN MANAGEMENT PROVIDES THE ENTIRE FORM 990 TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD FOR REVIEW AND DISCUSSION PRIOR TO ITS FURTHER DISSEMINATION TO THE BOARD. THE ENTIRE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF MANAGERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ELECTRONICALLY TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE PRESIDENT'S OFFICE TRACKS AND ENSURES COMPLIANCE WITH COMPLETING AND SUBMITTING THE CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE POLICY REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED THROUGHOUT THE YEAR AS THEY ARISE AS WELL AS FOR PERIODIC REVIEWS TO IDENTIFY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. IF A CONFLICT WERE TO ARISE, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING FOR INVESTIGATION AND RESOLUTION. AFTER THE PRESENTATION, THE INTERESTED PERSON WOULD REMOVE THEMSELVES FROM THE MEETING DURING THE FINAL DELIBERATIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS TYPICALLY DETERMINED AFTER AN ANNUAL REVIEW BY THE BOARD'S COMMITTEE ON PRESIDENTIAL COMPENSATION AND REVIEW. THE REVIEW, ALONG WITH PRIVATE COLLEGE EXECUTIVE COMPENSATION SURVEYS, HELP DETERMINE THE PRESIDENT'S SALARY. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE DOCUMENTED TIMELY. THE COMPENSATION FOR PRESIDENT WENDY RAYMOND WAS DETERMINED BY THE BOARD USING A SIMILAR BENCHMARK PROCESS BUT WITHIN HIRING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT REPORTS TO THE BOARD IN EXECUTIVE SESSION INFORMATION REGARDING THE ANNUAL PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH OUR WEBSITE AND UPON REQUEST. THE COLLEGE'S FORM 990T IS AVAILABLE UPON REQUEST. THE COLLEGE'S FORM 990 IS ALSO OPEN TO THE GENERAL PUBLIC ON GUIDESTAR'S WEBSITE. CURRENTLY, THE COLLEGE DOES NOT PUBLISH GOVERNING DOCUMENTS; HOWEVER, THESE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 2,712,043. CHANGE IN VALUE OF LIFE INCOME 1,014,119. NEW LIFE INCOME GIFT LIABILITY -37,104. RESIDUAL INCOME FROM LIFE INCOME MATURITIES 404. THE WILLIAM MAUL MEASEY TRUST C/O HAVERFORD COLLEGE 370 LANCASTER HAVERFORD PA 19041 946714956 CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 6641232 114642206 0.60000 1 CHARITABLE POOLED INCOME FUND (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 CHARITABLE REMAINDER ANNUITY TRUST (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 NET INCOME MAKEUP CHARITABLE REMAINDER UNITRUST (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE WILLIAM MAUL MEASEY TRUST C 3374592 BOOK VALUE THE WILLIAM MAUL MEASEY TRUST L 674919 BOOK VALUE