2025-05-14T15:16:02+00:00 2024-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2023-07-01 516000297 UNIVERSITY OF DELAWARE UNIV 3028312175 550 S COLLEGE AVENUE 201 NEWARK DE 19713 ANGELA K WARD CONTROLLER 7032868000 2025-05-14 true true RAYMOND LY P01205643 7032868000 2025-05-14 2023 2025-03-06 01:10:19Z X DIONISSIOS ASSANIS 550 S COLLEGE AVENUE 201 NEWARK DE 19713 2963547054 false X WWW.UDEL.EDU X 1833 DE THE UNIVERSITY OF DELAWARE IS A MAJOR RESEARCH UNIVERSITY DEDICATED TO CULTIVATING LEARNING, ADVANCING KNOWLEDGE, AND FOSTERING THE EXCHANGE OF IDEAS THROUGH TEACHING, RESEARCH AND PUBLIC SERVICE. 31 28 14114 32 16033597 1167003 242014185 249279009 1186020611 1270827774 93865748 135151196 1233568 7992822 1523134112 1663250801 261607716 229714783 0 778439572 834436689 687030 853103 19246692 450377332 538299095 1491111650 1603303670 32022462 59947131 4485451642 4649702865 1394090817 1474041633 3091360825 3175661232 X SEE SCHEDULE O false false 584522993 689706444 INSTRUCTION AND DEPARTMENTAL RESEARCH ARE PROVIDED TO OVER 24,000 STUDENTS INCLUDING APPROXIMATELY 21,700 FULL TIME AND 2,600 PART-TIME STUDENTS AT 4 CAMPUSES THROUGHOUT THE STATE OF DELAWARE. 246137183 319679830 SPONSORED RESEARCH IS ADVANCING, LEADING-EDGE RESEARCH THAT SOLVES MYSTERIES, TACKLES PROBLEMS, AND INVENTS NEW TECHNOLOGIES - ALL AIMED AT ENHANCING OUR QUALITY OF LIFE. 119519494 142265632 AUXILIARY SERVICES MANAGES MANY OF THE UNIVERSITY OF DELAWARE'S SUPPORT UNITS PROVIDING A WIDE RANGE OF PRODUCTS AND SERVICES FOR STUDENTS, FACULTY, AND STAFF, INCLUDING THE UNIVERSITY'S RESIDENCE HALLS, BOOKSTORE, CONFERENCE SERVICES, DINING SERVICES, GREEN RESERVATIONS (AREAS OUTSIDE OF RESIDENCE HALLS AND CAMPUS BUILDINGS), RESIDENCE HALL LAUNDRY, UNIVERSITY PARKING, BUS SERVICE, AND PRINTING. 469949995 229714783 119175868 OTHER PROGRAM EXPENSES 469949995 229714783 119175868 1420129665 true true false true true false true true true true true false false true true false true true false true false true true true true false false true true true false false false false false false true false true false true true false false true true true true false false true 2291 0 true 14114 true true true false false false false true true false false false false true false X 31 28 false false false false false true false true true false false true true true true true true true true true true CO KY AK MD MA MI NH NY OH OK OR SC WA X X ANGELA K WARD CONTROLLER 3028312175 550 S COLLEGE AVENUE SUITE 201 NEWARK DE 19713 DIONISSIOS N ASSANIS PRESIDENT 55.0 0 X X 1592794 0 61257 DEBRA H NORRIS TRUSTEE, INTERIM DEAN 55.0 0 X X 320266 0 55736 ALLISON BURRIS CASTELLANOS TRUSTEE 2.0 0 X 0 0 0 BETH COOPER TRUSTEE 2.0 0 X 0 0 0 CAROL A AMMON TRUSTEE 2.0 0 X 0 0 0 CHRISTOPHER W BAKER TRUSTEE 2.0 0 X 0 0 0 CLAIRE DEMATTEIS TRUSTEE 2.0 0 X 0 0 0 CLAUDIA PEA PORRETTI TRUSTEE 2.0 0 X 0 0 0 DONALD J PUGLISI TRUSTEE 2.0 0 X 0 0 0 DONNA M FONTANA TRUSTEE 2.0 0 X 0 0 0 EDMOND J SANNINI TRUSTEE 2.0 0 X 0 0 0 FREEMAN WILLIAMS TRUSTEE 2.0 0 X 0 0 0 GUY F MARCOZZI TRUSTEE 2.0 0 X 0 0 0 JAMES C BOREL TRUSTEE UNTIL 12/31/23 2.0 0 X 0 0 0 JAMES CORRELL TRUSTEE 2.0 0 X 0 0 0 JOAN F COKER TRUSTEE 2.0 0 X 0 0 0 JOHN C CARNEY TRUSTEE 2.0 0 X 0 0 0 JOHN R COCHRAN TRUSTEE 2.0 0 X 0 0 0 JOHN W PARADEE TRUSTEE 2.0 0 X 0 0 0 KATHLEEN V HAWKINS SECRETARY/TREASURER 6.0 0 X 0 0 0 KENNETH C WHITNEY TRUSTEE 2.0 0 X 0 0 0 MICHAEL R MCMULLEN TRUSTEE AS OF 5/16/24 2.0 0 X 0 0 0 MICHAEL S GELTZEILER TRUSTEE UNTIL 12/31/23 2.0 0 X 0 0 0 NICHOLAS M MARSINI JR TRUSTEE 2.0 0 X 0 0 0 NISHA LODHAVIA TRUSTEE 2.0 0 X 0 0 0 ROBERT F RIDER JR TRUSTEE 2.0 0 X 0 0 0 SEAN X WANG TRUSTEE UNTIL 6/27/24 2.0 0 X 0 0 0 SHANTE A HASTINGS TRUSTEE AS OF 5/8/24 2.0 0 X 0 0 0 SHAWN BRITTINGHAM TRUSTEE 2.0 0 X 0 0 0 TERENCE M MURPHY BOARD VICE CHAIR 6.0 0 X 0 0 0 TERRI L KELLY BOARD CHAIR 6.0 0 X 0 0 0 UDIT BATRA TRUSTEE AS OF 5/8/24 2.0 0 X 0 0 0 WILLIAM J DIMONDI TRUSTEE 2.0 0 X 0 0 0 WILLIAM M LAFFERTY BOARD VICE CHAIR 6.0 0 X 0 0 0 AIMEE TURNER VP FOR FINANCE AND TREASURER 55.0 0 X 311493 0 39970 ANGELA CHEN VP OF INFORMATION TECHNOLOGIES, CIO 55.0 0 X 272909 0 31787 ANGELA DOWNIN VP & GENERAL COUNSEL AS OF 9/1/23 55.0 0 X 169964 0 19939 BETH G BRAND VP & UNIVERSITY SECRETARY 55.0 0 X 383608 0 57544 FATIMAH R CONLEY VP INSTITUTIONAL EQUITY & CHIEF DIVERSITY OFFICER 55.0 0 X 335656 0 59203 GLENN CARTER VP COMMUNCIATIONS & MARKETING 55.0 0 X 455739 0 46961 JAMES W DICKER JR VP DEVELOPMENT & ALUMNI RELATIONS 55.0 0 X 787699 0 64023 JOHN LONG EXECUTIVE VICE PRESIDENT & COO 55.0 0 X 640794 0 58207 JOSE-LUIS RIERA VP STUDENT LIFE 55.0 0 X 356186 0 66793 KELVIN H LEE INTERIM VP OF RESEARCH UNTIL 12/31/23 55.0 0 X 579159 0 47337 LAURA CARLSON PROVOST 55.0 0 X 701181 0 55322 MARY REMMLER SENIOR VICE PRESIDENT & CFO 55.0 0 X 610147 0 89427 MELISSA BARD VP & CHIEF HR OFFICER 55.0 0 X 412728 0 38970 MIGUEL GARCIA-DIAZ VP FOR RESEARCH, SCHOLARSHIP AND INNOVATION AS OF 5/1/24 55.0 0 X 0 0 0 PETER KRAWCHYK VP FACILITIES, RECREATION, AUXILIARY SERVICES 55.0 0 X 391237 0 59507 RODNEY MORRISON VP, ENROLLMENT MANAGEMENT 55.0 0 X 366897 0 71757 JOHN PELESKO DEAN 55.0 0 X 288994 0 35868 LEVI THOMPSON DEAN 55.0 0 X 438663 0 60791 CAROLYN THOROUGHGOOD PROFESSOR 55.0 0 X 746480 0 47857 CHRISTINE RAWAK DIRECTOR, INTERCOLLEGIATE ATHELTICS & RECREATION SERVICES 55.0 0 X 646424 0 67332 KATHLEEN SHARON MATT PROFESSOR 55.0 0 X 677617 0 59772 KEITH WALTER CHIEF INVESTMENT OFFICER 55.0 0 X 1126290 0 124134 RYAN CARTY HEAD FOOTBALL COACH 55.0 0 X 604163 0 76835 LAURE ERGIN FORMER VP & GENERAL COUNSEL 0.0 0.0 X 695003 0 44270 ROBIN W MORGAN FORMER PROVOST 0.0 0.0 X 779253 0 37902 14691344 0 1478501 1641 true true false Whiting-Turner Contracting Company 131 Continental Drive Suite 404 Newark DE 19713 Construction 82074544 Aramark 1101 Market Street Aramark Tower Philadelphia PA 19107 Food Services 40389112 IMC Construction 3 Great Valley Parkway Suite 200 Malvern PA 19355 Construction 21620470 IPS Integrated Project Service 721 Arbor Way Suite 100 Blue Bell PA 19442 Consultants 7597348 GBuild Construction Managers 111 Summit Drive Exton PA 19341 Construction 6759689 536 11940 12244243 186511555 50511271 10319587 249279009 TUITION AND FEES 611310 689706444 689706444 RESEARCH CONTRACTS 541700 319679830 319679830 ROOM/BOARD/AUX SERVICE 900004 142265632 136655305 5610327 INTRA UNIVERSITY REVENUE 900099 61220326 61220326 OTHER PROGRAM REVENUE SOURCES 900004 57955542 53990770 3964772 0 0 0 0 1270827774 46579274 6458498 40120776 4103546 4103546 0 0 1388589943 1300018021 88571922 0 88571922 88571922 107151 11940 263424 -156273 -156273 40203 14808 25395 25395 INSURANCE PROCEEDS 900099 5100460 5100460 INVESTMENT IN SUBSIDIARIES 721110 -1080306 -1080306 0 0 0 0 4020154 1663250801 1261252675 16033597 136685520 208005153 208005153 21709630 21709630 11223908 995522 9474382 754004 356564 356564 578389859 516523372 52309715 9556772 96217283 85931656 8698042 1587585 110749809 98910654 10011783 1827372 37499266 33490594 3389934 618738 4229511 858236 3371275 406471 36393 370078 84406 84406 853103 853103 4939078 4939078 53407721 52568063 837815 1843 4853953 4311559 405471 136923 25218426 17027556 6745533 1445337 48266149 16667285 30894805 704059 1372261 1364146 8115 0 86824596 83892658 2787386 144552 30689036 29596129 751454 341453 2451158 2144266 246293 60599 22250180 22250180 94303277 90468428 3834849 7362903 1857944 5423479 81480 RESEARCH SUBAWARDS 48262566 48262566 LOSS ON DISPOSAL 6749197 6749197 BAD DEBT EXPENSE 3520295 3520295 BOND FEES 798557 798557 92309354 72547213 18629269 1132872 1603303670 1420129665 163927313 19246692 247635 194842 111611965 52982666 64791692 57007375 28279203 20211708 0 0 249188 211199 1710838 2632992 3585369644 1553187471 1937540729 2032182173 744824671 862310551 1578312055 1597174403 3751207 2795842 3436 936 14129023 21998178 4485451642 4649702865 146296257 153224685 58417265 72534277 473197784 460948120 0 197974510 195818754 518205001 591515797 1394090817 1474041633 X 1591092849 1559352585 1500267976 1616308647 3091360825 3175661232 4485451642 4649702865 X 59947131 79119860 -54766584 X false true X true true true X 169022967 182867274 206657954 242014185 249279009 1049841389 0 0 169022967 182867274 206657954 242014185 249279009 1049841389 40777084 1009064305 32101149 22037423 26660131 42988595 44224322 168011620 589474 1167003 1756477 -3531651 -1336426 -2056807 -3139639 4167508 -5897015 1213712471 5670322181 0.8314 0.8226 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GAMING ACTIVITIES, COLUMN A - 38700.0, COLUMN B - 0.0, COLUMN C - 18290.0, COLUMN D - 29620.0, COLUMN E - 40203.0, COLUMN F - 126813.0; DESCRIPTION - INCOME FROM FUNDRAISING, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 207071.0, COLUMN D - 197517.0, COLUMN E - 107151.0, COLUMN F - 511739.0; DESCRIPTION - INVESTMENT IN SUBS, COLUMN A - -1605019.0, COLUMN B - -2336499.0, COLUMN C - -2282168.0, COLUMN D - -3366776.0, COLUMN E - -1080306.0, COLUMN F - -10670768.0; DESCRIPTION - INSURANCE PROCEEDS, COLUMN A - 0.0, COLUMN B - 1000073.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 5100460.0, COLUMN F - 6100533.0; DESCRIPTION - EXTINGUISHMENT OF DEBT, COLUMN A - -1965332.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - -1965332.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 109950 false true 84406 194356 false Schedule C, Part II-B, Line 1b PAID STAFF UNIVERSITY PERSONNEL MET WITH MEMBERS OF CONGRESS AND THEIR STAFF IN WASHINGTON D.C. TO DISCUSS RESEARCH PROJECTS AND OTHER MATTERS AFFECTING HIGHER EDUCATION. UNIVERSITY PERSONNEL MET AND DISCUSSED WITH STATE REPRESENTATIVES CONCERNING APPROPRIATIONS AND OTHER MATTERS AFFECTING HIGHER EDUCATION. Schedule C, Part II-B, Line 1g DIRECT CONTACT WITH LEGISLATORS A PORTION OF THE FOLLOWING ROLES WERE ASSOCIATED WITH LOBBYING ACTIVITIES: -DIRECTOR OF GOVERNMENT RELATIONS AND STRATEGIC ENGAGEMENTS (15%) -DIRECTOR OF GOVERNMENT RELATIONS AND LEGISLATIVE AFFAIRS (25%) -GOVERNMENT RELATIONS ASSISTANT (20%) -ASSISTANT VICE PRESIDENT FOR FEDERAL RELATIONS (45%) Schedule C, Part II-B, Line 1i OTHER ACTIVITIES THE UNIVERSITY IS A MEMBER OF A TRADE ASSOCIATIONS RELATED TO HIGHER EDUCATION. A PORTION OF THE MEMBERSHIP DUES IS REPORTED BY THE ASSOCIATION AS BEING RELATED TO LOBBYING ACTIVITIES. 1 44129 true true 58425 24454491 X X X X false true 567136 29231331 27182650 2615817 false 1739154000 13689000 159427573 10899018 55912982 2205573 1843253000 1702195000 15162000 86517867 10077094 52520906 2122867 1739154000 1864134000 13919000 -117219684 9046039 47679961 1912316 1702195000 1376354000 19137000 523635423 8405874 44989126 1597423 1864134000 1387414579 15040000 28584422 8225663 44607916 1851422 1376354000 0.2514 0.2352 0.5134 false false 58942079 58942079 2390719041 906043161 1484675880 90719499 21696589 69022910 390379820 257994729 132385091 654609205 367452992 287156213 2032182173 LIMITED PARTNERSHIPS 1506464220 F FUNDS HELD IN TRUST 86540508 F OTHER 3912828 F MORTGAGES 256847 F 1597174403 POST RETIREMENT OBLIGATION 515307358 ASSET RETIREMENT OBLIGATION 20531084 ANNUITY & LIFE INCOME FUNDS 17861839 OPERATING LEASE LIABILITIES 22268616 INTEREST RATE SWAP 4030032 STUDENT LOAN PAYABLE 4258605 ENDOWMENT LIABILITY 4860017 OTHER LIABILITIES 2398246 591515797 X 1394066258 79119860 831066 1824342 81775268 1312290990 4939078 346020733 350959811 1663250801 1309765851 831066 -61220326 -60389260 1370155111 4939078 228209481 233148559 1603303670 Schedule D, Part III, Line 4 COLLECTIONS OF ART THE UNIVERSITY MUSEUMS SEEK TO ENHANCE THE EDUCATIONAL AND SCHOLARLY MISSION OF THE UNIVERSITY OF DELAWARE THROUGH THE EXHIBITION, ONLINE PRESENTATION, STUDY, PRESERVATION, AND GROWTH OF ITS UNIQUE COLLECTIONS IN 20TH AND 21ST CENTURY AMERICAN ART (WITH PARTICULAR STRENGTHS IN THE BRANDYWINE SCHOOL, AFRICAN AMERICAN ART, AND PHOTOGRAPHY), AND MINERALS AND PRE-COLUMBIAN CERAMICS. THE UNIVERSITY MUSEUMS ENRICH CULTURAL LIFE BEYOND THE CAMPUS THROUGH PRESENTATION OF THE WORK OF RECOGNIZED ARTISTS AND THROUGH OUTREACH PROGRAMS TO SELECTED AUDIENCES INCLUDING K-12 STUDENTS, EDUCATORS, AND HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. THE UNIVERSITY MUSEUMS ACHIEVE THIS THROUGH PUBLIC EXHIBITIONS THAT ARE OPEN FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC; BY MAKING COLLECTIONS ACCESSIBLE TO INDIVIDUAL STUDENTS, CLASSES, AND SCHOLARS; AND THROUGH OFFERING PUBLIC PROGRAMS ON FACETS OF THE COLLECTION FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. Schedule D, Part IV, Line 1b AGENT, TRUSTEE, CUSTODIAN, OR OTHER INTERMEDIARY ARRANGEMENT ESCROW AND CUSTODIAL ARRANGEMENTS AGENCY ACCOUNTS $1,790,643 EXTERNAL FINANCIAL $163,300 STUDENT GROUPS $661,874 TOTAL: $2,615,817 THE UNIVERSITY IS REGULARLY REQUESTED TO ACT AS FISCAL AGENT FOR FUNDS THAT BELONG TO A RELATED THIRD PARTY. NORMALLY A CURRENT OR EXPECTED MUTUAL BENEFIT TO BOTH THE THIRD PARTY AND THE UNIVERSITY BEYOND JUST THE FISCAL AGENT RELATIONSHIP PROMPTS SUCH A REQUEST. THESE REQUESTS MAY RANGE FROM LARGE ORGANIZATIONS SEEKING AN ONGOING RELATIONSHIP WITH THE UNIVERSITY TO ONE-TIME REQUESTS FOR A DEPOSITORY FOR FUNDS FOR A DEPARTMENTAL RETIREMENT EVENT. WHEN THIS FISCAL AGENCY REQUEST IS GRANTED, A UNIVERSITY (AGENCY) ACCOUNT IS SET UP IN THE UNIVERSITY ACCOUNTING SYSTEM. AGENCY ACCOUNTS WITH DEPOSITS ON HAND FROM THIRD-PARTY ORGANIZATIONS ARE LIABILITIES OF THE UNIVERSITY WHILE SUCH ACCOUNTS IN DEFICIT CONSTITUTE RECEIVABLES DUE TO THE UNIVERSITY. Schedule D, Part V, Line 4 INTENDED USES OF ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT FUND'S PURPOSE IS TO PROVIDE IN PERPETUITY FINANCIAL SUPPORT OF THE UNIVERSITY'S EDUCATIONAL GOALS. THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO PROVIDE EDUCATIONAL AND GENERAL SUPPORT SUCH AS SCHOLARSHIPS, PRIZES AND AWARDS, FACILITIES AND EDUCATIONAL PROGRAM SUPPORT, AND GENERAL OPERATIONAL SUPPORT. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS FURTHER CLASSIFIED AS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE (CODE). 1743 HOLDINGS, LLC, BLUE HEN HOTEL, LLC AND UD HEALTH LLC ARE DELAWARE SINGLE MEMBER LLCS WITH THE UNIVERSITY AS A SOLE MEMBER AND TREATED AS DISREGARDED ENTITIES FOR TAX PURPOSES. BLUE HEN WIND, INC. IS A FOR-PROFIT CORPORATION WHOLLY OWNED BY THE UNIVERSITY, THEREFORE IT REPORTS INCOME AND EXPENSES SEPARATELY FROM THE UNIVERSITY FOR TAX PURPOSES. THE UNIVERSITY IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 UNREALIZED GAIN ON SWAP - 1809906 CHANGE IN NON-OPERATING LOAN FUNDS - 14436 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements TUITION DISCOUNT - XXX-XX-XXXX INTERCOMPANY REVENUE - 61220326 CHANGE IN POSTEMPLOYMENT BENEFITS - 55032930 CHANGE IN ANNUITIES AND LIFE INCOME FUNDS - 1557996 DONATED SERVICES - EXPENSES - 831066 BOND FEES - 798557 NON-CAP PROJECT EXPENSES - 89512 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 INTERCOMPANY REVENUE - -61220326 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements TUITION DISCOUNT - XXX-XX-XXXX DONATED SERVICES - EXPENSES - 831066 BOND FEES - 798557 NON-CAP PROJECT EXPENSES - 89512 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 SEE PART II Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY OF DELAWARE PARTICIPATES IN THE FOLLOWING FEDERAL TITLE IV STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS LOAN, FEDERAL STAFFORD LOAN, AND TEACH GRANT. Schedule E, Part I, Line 3 NONDISCRIMINATION POLICY THE UNIVERSITY OF DELAWARE IS COMMITTED TO ASSURING EQUAL OPPORTUNITY FOR ALL PERSONS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, RELIGION, ANCESTRY, NATIONAL ORIGIN, SEXUAL ORIENTATION, VETERAN STATUS, AGE, OR DISABILITY IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ADMISSIONS, OR EMPLOYMENT PRACTICES. THIS STATEMENT IS INCLUDED ON A VARIETY OF UNIVERSITY FORMS AND PUBLICATIONS. A WEBSITE REGARDING THE UNIVERSITY'S COMMITMENT TO DIVERSITY CAN BE FOUND AT: WWW.UDEL.EDU/DIVERSITY. true Central America and the Caribbean 0 0 Investments 227035483 Europe (Including Iceland and Greenland) 0 0 Investments 27131345 Central America and the Caribbean 0 0 Grants and Scholarships 269302 East Asia and the Pacific 0 0 Grants and Scholarships 4586013 Europe (Including Iceland and Greenland) 0 0 Grants and Scholarships 3485711 Middle East and North Africa 0 0 Grants and Scholarships 1356364 North America (Canada & Mexico only) 0 0 Grants and Scholarships 955068 South America 0 0 Grants and Scholarships 1342821 South Asia 0 0 Grants and Scholarships 6670312 Sub-Saharan Africa 0 0 Grants and Scholarships 2599837 Russia and Neighboring States 0 0 Grants and Scholarships 444202 0 0 0 0 0 0 275876458 0 275876458 Undergraduate Scholarships Central America and the Caribbean 5 62020 Credit to AR Undergraduate Scholarships East Asia and the Pacific 32 603318 Credit to AR Undergraduate Scholarships Europe (Including Iceland and Greenland) 55 2461275 Credit to AR Undergraduate Scholarships Middle East and North Africa 21 97058 Credit to AR Undergraduate Scholarships North America (Canada & Mexico only) 24 745401 Credit to AR Undergraduate Scholarships Russia and Neighboring States 5 197553 Credit to AR Undergraduate Scholarships South Asia 52 667347 Credit to AR Undergraduate Scholarships South America 12 292053 Credit to AR Undergraduate Scholarships Sub-Saharan Africa 18 429663 Credit to AR Graduate Scholarships Central America and the Caribbean 16 207282 Credit to AR Graduate Scholarships East Asia and the Pacific 362 3982695 Credit to AR Graduate Scholarships Europe (Including Iceland and Greenland) 80 1024436 Credit to AR Graduate Scholarships Middle East and North Africa 87 1259307 Credit to AR Graduate Scholarships North America (Canada & Mexico only) 18 209667 Credit to AR Graduate Scholarships Russia and Neighboring States 19 246649 Credit to AR Graduate Scholarships South Asia 501 6002964 Credit to AR Graduate Scholarships South America 78 1050768 Credit to AR Graduate Scholarships Sub-Saharan Africa 152 2170174 Credit to AR true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE UNIVERSITY MONITORS THE USE OF FUNDS FOR STUDENT ASSISTANCE THROUGH ITS ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, ENSURING THAT DISBURSEMENTS ARE CONTROLLED BY BOTH DONOR AND INSTITUTIONAL CRITERIA. MULTIPLE DEPARTMENTS COLLABORATE TO ENSURE COMPLIANCE, AND MONTHLY FUNDING REVIEWS TRACK SPENDING. DEVELOPMENT PROVIDES ADDITIONAL OVERSIGHT THROUGH REPORTS ON SCHOLARSHIP RECIPIENTS TO UPDATE DONORS. STUDENT ASSISTANCE IS TYPICALLY AWARDED BASED ON FINANCIAL NEED, AS CALCULATED BY THE STUDENT AID INDEX (SAI) FROM FAFSA, THE RECRUITMENT MARKET, AND SOMETIMES THE STUDENT'S PROGRAM OR COLLEGE. DONOR-FUNDED SCHOLARSHIPS MAY HAVE MORE SPECIFIC CRITERIA, SUCH AS ACADEMIC PERFORMANCE, PROGRAM OF STUDY, OR EXTRACURRICULAR INVOLVEMENT. ALL AWARDS UNDERGO REVIEWS FOR COMPLIANCE WITH SPECIFIED CRITERIA, WITH QUALITY CHECKS AND AUDITS PERFORMED BY STUDENT FINANCIAL SERVICES (SFS) AND DEVELOPMENT AND ALUMNI RELATIONS (DAR). Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual X X X X X true VALERIE B OWENS 222 S CHAPEL STREET NEWARK DE 19716 FUNDRAISING false 1316189 180000 1136189 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 FUNDRAISING false 368887 426437 -57550 DANIEL P SAFTIG CONSULTING LLC 9624 E TURQUOISE AVENUE SCOTTSDALE AZ 85258 FUNDRAISING false 0 43216 -43216 PLUS DELTA PARTNERS (COPPER REEF ENTERPRISES) 6965 EL CAMINO REAL STE 105-488 CARLSBAD CA 92009 FUNDRAISING false 0 29550 -29550 CATAPULT FUNDRAISING INC 2651 N GREEN VALLEY PARKWAY HENDERSON NV 89014 FUNDRAISING false 0 14000 -14000 DIFFSTRAT COMPANIES INC 3950 RIVER RIDGE DRIVE NE SUITE A CEDAR RAPIDS IA 52402 FUNDRAISING false 0 159900 -159900 1685076 853103 831973 CA CO CT FL GA AL HI IL KS KY LA ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI Alumni Weekend 32032 6090 25942 0 128 3130 12204 1365 26253 WVUD Radiothon 40358 0 40358 1182 0 0 0 0 2855 4 46701 5850 40851 0 7189 47 70876 1546 136649 119091 11940 107151 1182 7317 3177 83080 2911 165757 263424 -156273 0 0 0 0 0 0 0 0 0 0 40203 7930 0 0 6878 true 1.0 40203 7930 0 0 6878 14808 25395 DE true false false false 1.0 0.0 CHELSEY BURK 631 S COLLEGE AVE NEWARK DE 19716 false CHELSEY BURK 9236 RECORDKEEPER X false 0 true ATHLETIC SCHOLARSHIPS 1325 12921772 DELAWAREAN COMMITMENT 1771 12132505 UNIVERSITY ENDOWMENT SCHOLARSHIPS 2563 9809706 UNIVERSITY GIFT SCHOLARSHIPS 651 3806696 MERIT SCHOLARSHIPS 11792 96848169 DELAWARE NEED BASED GRANTS 7335 33413581 OTHER SCHOLARSHIPS AND GRANTS 344 1107668 STUDENT EXCELLENCE EQUALS DEGREE SCHOLARSHIP 503 2957277 UNIVERSITY OF DELAWARE SCHOLARSHIPS FOR STUDENTS 1897 10125757 GRADUATE SCHOLARSHIPS AND FELLOWSHIPS (US) 2083 24882022 Schedule I, Part II RESEARCH SUBAWARDS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE UNIVERSITY OF DELAWARE MAKES SUBAWARDS TO OTHER INSTITUTIONS TO PERFORM RESEARCH RELATED TO THE RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THESE SUBAWARDS ARE NOT CATEGORIZED AS "GRANTS AND OTHER ASSISTANCE" FOR FORM 990 REPORTING, AS THE RECIPIENT ORGANIZATIONS PROVIDE RESEARCH SERVICES TO THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS SERVING THE DIRECT NEEDS OF THE UNIVERSITY. THE TOTAL SUBAWARDS ARE REPORTED ON FORM 990, PART IX, LINE 24. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE UNIVERSITY MONITORS THE USE OF FUNDS FOR STUDENT ASSISTANCE THROUGH ITS ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, ENSURING THAT DISBURSEMENTS ARE CONTROLLED BY BOTH DONOR AND INSTITUTIONAL CRITERIA. MULTIPLE DEPARTMENTS COLLABORATE TO ENSURE COMPLIANCE, AND MONTHLY FUNDING REVIEWS TRACK SPENDING. DEVELOPMENT PROVIDES ADDITIONAL OVERSIGHT THROUGH REPORTS ON SCHOLARSHIP RECIPIENTS TO UPDATE DONORS. STUDENT ASSISTANCE IS TYPICALLY AWARDED BASED ON FINANCIAL NEED, AS CALCULATED BY THE STUDENT AID INDEX (SAI) FROM FAFSA, THE RECRUITMENT MARKET, AND SOMETIMES THE STUDENT'S PROGRAM OR COLLEGE. DONOR-FUNDED SCHOLARSHIPS MAY HAVE MORE SPECIFIC CRITERIA, SUCH AS ACADEMIC PERFORMANCE, PROGRAM OF STUDY, OR EXTRACURRICULAR INVOLVEMENT. ALL AWARDS UNDERGO REVIEWS FOR COMPLIANCE WITH SPECIFIED CRITERIA, WITH QUALITY CHECKS AND AUDITS PERFORMED BY STUDENT FINANCIAL SERVICES (SFS) AND DEVELOPMENT AND ALUMNI RELATIONS (DAR). X X X X X true true X X X X X X false false false true false false false true false DIONISSIOS N ASSANIS PRESIDENT 1004785 0 495000 0 93009 0 36300 0 24957 0 1654051 0 0 0 DEBRA H NORRIS TRUSTEE, INTERIM DEAN 274735 0 0 0 45531 0 22966 0 32770 0 376002 0 0 0 ROBIN W MORGAN FORMER PROVOST 171902 0 0 0 607351 0 27500 0 10402 0 817155 0 0 0 LAURE ERGIN FORMER VP & GENERAL COUNSEL 247640 0 49932 0 397431 0 27500 0 16770 0 739273 0 0 0 JAMES W DICKER JR VP DEVELOPMENT & ALUMNI RELATIONS 589950 0 186250 0 11499 0 36300 0 27723 0 851722 0 0 0 LAURA CARLSON PROVOST 586183 0 114998 0 0 0 26399 0 28923 0 756503 0 0 0 MARY REMMLER SENIOR VICE PRESIDENT & CFO 510147 0 100000 0 0 0 36300 0 53127 0 699574 0 0 0 JOHN LONG EXECUTIVE VICE PRESIDENT & COO 540854 0 99940 0 0 0 36300 0 21907 0 699001 0 0 0 KELVIN H LEE INTERIM VP OF RESEARCH UNTIL 12/31/23 286843 0 40000 0 252316 0 36300 0 11037 0 626496 0 0 0 GLENN CARTER VP COMMUNCIATIONS & MARKETING 397239 0 58500 0 0 0 36300 0 10661 0 502700 0 0 0 MELISSA BARD VP & CHIEF HR OFFICER 363978 0 48750 0 0 0 28233 0 10737 0 451698 0 0 0 PETER KRAWCHYK VP FACILITIES, RECREATION, AUXILIARY SERVICES 347557 0 43680 0 0 0 36300 0 23207 0 450744 0 0 0 BETH G BRAND VP & UNIVERSITY SECRETARY 345988 0 37620 0 0 0 29321 0 28223 0 441152 0 0 0 RODNEY MORRISON VP, ENROLLMENT MANAGEMENT 320205 0 34650 0 12042 0 35343 0 36414 0 438654 0 0 0 JOSE-LUIS RIERA VP STUDENT LIFE 315236 0 40950 0 0 0 30839 0 35954 0 422979 0 0 0 FATIMAH R CONLEY VP INSTITUTIONAL EQUITY & CHIEF DIVERSITY OFFICER 305656 0 30000 0 0 0 33660 0 25543 0 394859 0 0 0 AIMEE TURNER VP FOR FINANCE AND TREASURER 281493 0 30000 0 0 0 27271 0 12699 0 351463 0 0 0 ANGELA CHEN VP OF INFORMATION TECHNOLOGIES, CIO 242909 0 30000 0 0 0 25323 0 6464 0 304696 0 0 0 ANGELA DOWNIN VP & GENERAL COUNSEL AS OF 9/1/23 139964 0 30000 0 0 0 11688 0 8251 0 189903 0 0 0 LEVI THOMPSON DEAN 438663 0 0 0 0 0 35884 0 24907 0 499454 0 0 0 JOHN PELESKO DEAN 240740 0 0 0 48254 0 26384 0 9484 0 324862 0 0 0 KEITH WALTER CHIEF INVESTMENT OFFICER 526290 0 600000 0 0 0 36301 0 87833 0 1250424 0 0 0 CAROLYN THOROUGHGOOD PROFESSOR 351028 0 0 0 395452 0 37120 0 10737 0 794337 0 0 0 KATHLEEN SHARON MATT PROFESSOR 419493 0 0 0 258124 0 36300 0 23472 0 737389 0 0 0 CHRISTINE RAWAK DIRECTOR, INTERCOLLEGIATE ATHELTICS & RECREATION SERVICES 456770 0 185700 0 3954 0 36300 0 31032 0 713756 0 0 0 RYAN CARTY HEAD FOOTBALL COACH 472673 0 130000 0 1490 0 35200 0 41635 0 680998 0 0 0 Schedule J, Part I, Line 1a Travel for companions THE COMPANION TRAVEL IS REIMBURSABLE ONLY IF THE PERSON WHOM THE COMPANION IS ACCOMPANYING HAS A POSITION WITH THE UNIVERSITY AND IS TRAVELING TO MAKE A SIGNIFICANT CONTRIBUTION IN FURTHERANCE OF UNIVERSITY BUSINESS. THE PRESIDENT RECEIVED NONTAXABLE REIMBURSEMENT FOR EXPENSES RELATED TO SPOUSE TRAVEL DURING THE CALENDAR YEAR 2023. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY PROVIDES TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A AND REPORT THE APPLICABLE AMOUNTS AS TAXABLE BENEFITS ON THE INDIVIDUAL'S FORM W-2 AND ON SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY'S PRESIDENT IS REQUIRED TO LIVE IN AN ON-CAMPUS RESIDENCE AS A CONDITION OF HIS EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RESIDENCE IS USED FOR UNIVERSITY RELATED BUSINESS AND ENTERTAINMENT PURPOSES ON A CONTINUAL BASIS. THE HOUSING ALLOWANCE MEETS THE IRC EXCLUSION FROM GROSS INCOME AND IS THEREFORE EXCLUDED FROM COMPENSATION REPORTED ON THE PRESIDENT'S FROM W-2. Schedule J, Part I, Line 1a Health or social club dues or initiation fees TWO UNIVERSITY OFFICERS WERE PROVIDED BENEFITS TO A SOCIAL CLUB. THE MEMBERSHIPS WERE USED PREDOMINANTLY FOR UNIVERSITY PURPOSES. IT IS THE UNIVERSITY'S POLICY TO TREAT THE ABOVE ITEMS AS TAXABLE COMPENSATION AND REPORT THE APPLICABLE AMOUNTS ON THE INDIVIDUAL'S FORM W-2. Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES CLEANING SERVICES FOR THE PRESIDENT'S RESIDENCE. THE ENTIRE AMOUNT OF CLEANING SERVICES PROVIDED IS REPORTED AS A TAXABLE BENEFIT ON THE PRESIDENT'S FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, A HIGHLY COMPENSATED EMPLOYEE, RECEIVED A BONUS PAYMENT WHICH IS PARTIALLY BASED UPON THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT PORTFOLIO. THIS TYPE OF COMPENSATION IS SUBJECT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE. CURRENT YEAR BONUS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(II). Schedule J, Part I, Line 7 Non-fixed payments THE UNIVERSITY OFFERED AN ANNUAL INCENTIVE COMPENSATION FOR OFFICERS AND CERTAIN HIGHEST PAID EMPLOYEES. BONUS PAYMENTS ARE BASED UPON ACHIEVING DOCUMENTED GOALS. THIS TYPE OF COMPENSATION IS PURSUANT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE. CURRENT YEAR BONUSES ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). A UNIVERSITY OF DELAWARE (SERIES 2019A) 516000297 914245DV4 2019-10-09 65279514 See Statement. false false false B UNIVERSITY OF DELAWARE (SERIES 2019) 516000297 914245CS2 2019-06-20 136482604 See Statement. false false false C UNIVERSITY OF DELAWARE (SERIES 2013AC) 516000297 91425MDU8 2013-04-18 196950353 See Statement. false false false D UNIVERSITY OF DELAWARE (SERIES 2005) 516000297 91425MAZ0 2005-07-14 49945000 See Statement. false false false A 5875000 0 65279514 0 0 0 338616 0 0 64940898 0 0 2020 false false true true B 40315000 0 136482604 0 0 0 694835 0 0 135787769 0 0 2020 false false true true C 123350000 0 196950353 0 0 0 760633 0 0 116924000 79265720 0 2015 true false true true D 21255000 0 51410087 0 0 0 307595 30000 1465087 36752258 12855147 0 2006 false true true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true D false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true B false true false false false false false false true C false false false true true true Morgan Stanley 24.5 false false false false true D false false true false true true Morgan Stanley 30.6 false false false false true A true B true C true D true Schedule K, Part I, Column (f) LINE A- BOND ISSUE 2019A IN OCTOBER 2019, THE UNIVERSITY ISSUED ITS $49,390,000 TAX-EXEMPT BONDS, SERIES 2019A TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019A BONDS. Schedule K, Part I, Column (f) LINE B- BOND ISSUE 2019 IN JUNE 2019, THE UNIVERSITY ISSUED ITS $113,295,000 TAX-EXEMPT BONDS, SERIES 2019 TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019 BONDS. Schedule K, Part I, Column (f) LINE C- BOND ISSUE 2013A/C THE 2013A BONDS WERE RETIRED IN FISCAL YEAR ENDED 6/30/2024. THE SERIES 2013C BONDS WERE ISSUED FOR THE PURPOSE OF PROVIDING FUNDS TO (I) REFUND A PORTION OF THE VARIABLE RATE REVENUE BONDS, SERIES 2009A DATED 03/17/2009, AND (II) TO PAY THE COSTS OF ISSUING THE 2013C BONDS. Schedule K, Part I, Column (f) LINE D- BOND ISSUE 2005 IN JULY 2005, THE UNIVERSITY ISSUED ITS $49,945,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2005. 2005 BOND PROCEEDS IN THE AMOUNT OF $37,880,000 WERE USED TO COMPLETE THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, THE DEMOLITION OF SOME EXISTING UNIVERSITY DORMITORIES, AND OTHER CAPITAL IMPROVEMENTS. 2005 BOND PROCEEDS IN THE AMOUNT OF $12,065,000 WERE USED TO ADVANCE REFUND A PORTION OF THE UNIVERSITY'S OUTSTANDING SERIES 1997 BONDS, WHICH WERE ORIGINALLY ISSUED ON 06/05/1997. Schedule K, Part I, Column (f) Line A- Bond Issue 2004 A/B IN APRIL 2004, THE UNIVERSITY ISSUED ITS $12,070,000 REVENUE BONDS, SERIES 2004A AND $40,835,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2004B. THE 2004A BONDS WERE ISSUED: (I) TO CURRENTLY REFUND THE UNIVERSITY'S OUTSTANDING SERIES 1993 BONDS; (II) TO FINANCE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS; AND (III) TO PAY COSTS OF ISSUING THE 2004A BONDS. THE 2004A BONDS MATURED ON NOVEMBER 1, 2010 AND ARE NO LONGER OUTSTANDING. THE 2004B BONDS WERE ISSUED (I) TO FINANCE THE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS, AND (II) TO PAY COSTS OF ISSUING THE 2004B BONDS. Schedule K, Part II, Line 3 Column D Proceeds- Bond Issue 2005 LINE 3 INCLUDES INTEREST EARNINGS $1,465,087. Schedule K, Part II, Line 3 Column A Proceeds- Bond Issue 2004B. LINE 3 - INCLUDES INTEREST EARNINGS $1,132,732. Schedule K, Part IV, Line 2c Column C- Bond Issue 2013C ARBITRAGE REPORT COMPLETED APRIL 18, 2018, RESULTING IN NO REBATE DUE. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: UNIVERSITY OF DELAWARE (SERIES 2019A) N/A Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: UNIVERSITY OF DELAWARE (SERIES 2019) N/A Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: UNIVERSITY OF DELAWARE (SERIES 2013A/C) N/A Schedule K, Part IV, Line 2c COLUMN C Issuer name: UNIVERSITY OF DELAWARE (SERIES 2013A/C) The calculation for computing no rebate due was performed on 09/07/2018 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: UNIVERSITY OF DELAWARE (SERIES 2005) N/A Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: UNIVERSITY OF DELAWARE (SERIES 2004A/B) N/A A UNIVERSITY OF DELAWARE (SERIES 2004AB) 516000297 91425MAY3 2004-04-08 53457434 See Statement. false false false A 23600000 0 54067526 0 0 0 366674 0 610092 44554078 8536682 0 2005 true false true true A false false false false 0.0 0.0 0.0 false false true A false false true false true true Morgan Stanley 30.6 false false false false true A true TUITION 138750 TUITION DISCOUNT KATE RIERA FAMILY OF OFFICER 102490 EMPLOYMENT false ROBERT WEST FAMILY OF OFFICER 170917 EMPLOYMENT false THERESA DEMATTEIS FAMILY OF TRUSTEE 83157 EMPLOYMENT false X 537 58425 Opinions of experts X 284478 Opinions of experts X 156 8666713 Market value X EQUIPMENT 53 581735 Opinions of experts X BUILDING RENOVATIONS 1 726216 Cost X MISCELLAENOUS 25 2020 Opinions of experts 2 false true false Schedule M, Part II PART I, COLUMN B, REPORTING METHOD THE ORGANIZATION IS REPORTING THE NUMBER OF INDIVIDUAL TRANSACTIONS OF NON-CASH CONTRIBUTIONS RECEIVED. Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE UNIVERSITY OF DELAWARE EXISTS TO CULTIVATE LEARNING, DEVELOP KNOWLEDGE, AND FOSTER THE FREE EXCHANGE OF IDEAS. STATE-ASSISTED YET PRIVATELY GOVERNED, THE UNIVERSITY HAS A STRONG TRADITION OF DISTINGUISHED SCHOLARSHIP, WHICH IS MANIFESTED IN ITS RESEARCH AND CREATIVE ACTIVITIES, TEACHING, AND SERVICE, IN LINE WITH ITS COMMITMENT TO INCREASING AND DISSEMINATING SCIENTIFIC, HUMANISTIC, ARTISTIC, AND SOCIAL KNOWLEDGE FOR THE BENEFIT OF THE LARGER SOCIETY. FOUNDED IN 1743 AND CHARTERED BY THE STATE IN 1833, THE UNIVERSITY OF DELAWARE TODAY IS A LAND-GRANT, SEA-GRANT, AND SPACE-GRANT UNIVERSITY. THE UNIVERSITY OF DELAWARE IS A MAJOR RESEARCH UNIVERSITY WITH EXTENSIVE GRADUATE PROGRAMS THAT IS ALSO DEDICATED TO OUTSTANDING UNDERGRADUATE AND PROFESSIONAL EDUCATION. UD FACULTY ARE COMMITTED TO THE INTELLECTUAL, CULTURAL, AND ETHICAL DEVELOPMENT OF STUDENTS AS CITIZENS, SCHOLARS AND PROFESSIONALS. UD GRADUATES ARE PREPARED TO CONTRIBUTE TO A GLOBAL AND DIVERSE SOCIETY THAT REQUIRES LEADERS WITH CREATIVITY, INTEGRITY AND A DEDICATION TO SERVICE. THE UNIVERSITY OF DELAWARE PROMOTES AN ENVIRONMENT IN WHICH ALL PEOPLE ARE INSPIRED TO LEARN, AND ENCOURAGES INTELLECTUAL CURIOSITY, CRITICAL THINKING, FREE INQUIRY, AND RESPECT FOR THE VIEWS AND VALUES OF AN INCREASINGLY DIVERSE POPULATION. AN INSTITUTION ENGAGED IN ADDRESSING THE CRITICAL NEEDS OF THE STATE, NATION, AND GLOBAL COMMUNITY, THE UNIVERSITY OF DELAWARE CARRIES OUT ITS MISSION WITH THE SUPPORT OF ALUMNI WHO SPAN THE GLOBE AND IN PARTNERSHIP WITH PUBLIC, PRIVATE, AND NONPROFIT INSTITUTIONS IN DELAWARE AND BEYOND. Form 990, Part III, Line 4d DESCRIPTION OF OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES CONSIST OF ACADEMIC SUPPORT, EXTENSION AND PUBLIC SERVICE, STUDENT SERVICES, STUDENT AID, AND INTRA UNIVERSITY REVENUE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 469,949,995 including grants of $ 229,714,783)(Revenue $ 119,175,868) OTHER PROGRAM EXPENSES Form 990, Part VI, Line 7a Members or stockholders electing members of governing body EIGHT OF THE UNIVERSITY'S TRUSTEES SHALL BE APPOINTED BY THE GOVERNOR OF DELAWARE, BY AND WITH THE CONSENT OF A MAJORITY OF THE MEMBERS ELECTED TO THE DELAWARE STATE SENATE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY THE UNIVERSITY TAX DEPARTMENT BASED ON INFORMATION PROVIDED BY UNIVERSITY PERSONNEL AND REVIEWED BY INDEPENDENT TAX ADVISORS. THE REVIEWED DRAFT IS THEN SUBMITTED TO THE UNIVERSITY'S MANAGEMENT FOR FINAL REVIEW AND ACCURACY OF REPORTING. THE AUDIT VISITING COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND DISCUSSES THE FULL FORM 990 WITH THE AUDIT COMMITTEE CHAIR. ONCE APPROVED AND ACCEPTED BY THE AUDIT COMMITTEE, A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy PER UNIVERSITY POLICY, EACH COVERED PERSON* SHALL COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE STATEMENT PROVIDED BY THE UNIVERSITY ANNUALLY, AND AT SUCH OTHER TIMES AS A POTENTIAL CONFLICT OF INTEREST MAY ARISE. EACH COVERED PERSON SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS RECEIVED, READ, AND UNDERSTAND THE POLICY AND AGREES TO COMPLY WITH THE POLICY. COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY THE OFFICE OF GENERAL COUNSEL, OTHER OFFICES AS APPLIABLE, AND THE OFFICE OF THE SECRETARY OF THE BOARD AND CHAIRPERSON OF THE BOARD IN THE CASE OF BOARD OF TRUSTEE DISCLOSURES. *COVERED PERSONS SHALL INCLUDE: 1) MEMBERS OF THE BOARD OF TRUSTEES, AND 2) SENIOR ADMINISTRATORS. SENIOR ADMINISTRATOR MEANS A) ANY OFFICER OF THE UNIVERSITY, B) ANY OTHER UNIVERSITY EMPLOYEE WHO MAY BE DESIGNATED BY THE PRESIDENT TO BE A SENIOR ADMINISTRATOR FOR PURPOSES OF THE POLICY BECAUSE OF SUCH EMPLOYEE'S FIDUCIARY, FINANCIAL, OR OTHER DUTIES, AND C) ANY EMPLOYEE HOLDING THE FOLLOWING POSITIONS: I) DEANS, DEPUTY DEANS, ASSOCIATE DEANS, AND ASSISTANT DEANS; II) THE DIRECTOR OF INTERCOLLEGIATE ATHLETICS AND RECREATION SERVICES, ASSOCIATE ADS, AND ASSISTANT ADS; III) UNIVERSITY OF DELAWARE THE GENERAL COUNSEL AND ALL ATTORNEYS REPORTING TO THE GENERAL COUNSEL; IV) THE DEPUTY PROVOST, ASSOCIATE PROVOSTS, AND VICE PROVOST; AND V) ALL VICE PRESIDENTS, ASSOCIATE VICE PRESIDENTS, AND ASSISTANT VICE PRESIDENTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IS COMPRISED OF NO MORE THAN FIVE AND NO LESS THAN THREE INDEPENDENT BOARD MEMBERS, ALL CHOSEN BY THE CHAIR OF THE BOARD. THE COMMITTEE IS DELEGATED BY THE BOARD TO REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT, OFFICERS, ANY OTHER PERSONS CONSIDERED TO BE A "DISQUALIFIED PERSON" (AS DEFINED BY CODE SECTION 4958), AND ANY OTHER PERSONS IDENTIFIED BY THE COMMITTEE ("COVERED EXECUTIVES"). THE COMMITTEE REGULARLY REVIEWS COMPENSATION PROPOSALS FOR COVERED EXECUTIVES AND MARKET DATA, DELIBERATE OVER SUCH COMPENSATION, AND DOCUMENT ITS COMPENSATION DECISIONS, INCLUDING THE BASIS FOR SUCH DECISIONS. THE COMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT ON THESE MATTERS. THE COMPENSATION OF KEY EMPLOYEES IS SET BY THEIR RESPECTIVE SUPERVISING OFFICER WITHIN THE CONSTRAINTS OF THE UNIVERSITY'S OPERATING BUDGET, WHICH IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, AND SUBSEQUENTLY BY THE FULL BOARD OF TRUSTEES. THE KEY EMPLOYEES' COMPENSATION PROCESS IS CONTEMPORANEOUSLY DOCUMENTED BY THE UNIVERSITY. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A. Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AUDITED FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE AS PUBLIC INFORMATION ON THE UNIVERSITY'S WEBSITE. ADDITIONALLY, THE UNIVERSITY'S FORM 990-T AND IRS DETERMINATION LETTER ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. Form 990, Part IX, Line 11g OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 52,568,063. MANAGEMENT AND GENERAL EXPENSES 837,815. FUNDRAISING EXPENSES 1,843. TOTAL EXPENSES 53,407,721. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 53,407,721. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN POST EMPLOYMENT BENEFITS - -55032930; UNREALIZED GAIN ON SWAP - 1809906; CHANGE IN ANNUITIES AND LIFE INCOME FUNDS - -1557996; CHANGE IN NON-OPERATING LOAN FUNDS - 14436; BLUE HEN HOTEL LLC 550 S COLLEGE AVENUE SUITE 201 NEWARK DE 19713 510411499 HOTEL DE 4958655 12006971 UNIVERSITY OF DELAWARE 1743 HOLDINGS LLC 550 S COLLEGE AVENUE SUITE 201 NEWARK DE 19713 271332816 RESEARCH DE 1212056 59635358 UNIVERSITY OF DELAWARE UD HEALTH LLC 550 S COLLEGE AVENUE SUITE 201 NEWARK DE 19713 873391110 HEALTHCARE DE 0 0 UNIVERSITY OF DELAWARE UNIVERSITY OF DELAWARE ALUMNI ASSOC INC 83 EAST MAIN STREET 3RD FLOOR NEWARK DE 19716 516016065 SUPPORT DE 501(c)(3) Type III-FI NA false UNIVERSITY OF DELAWARE RESEARCH FOUNDATION 162 CENTER MALL ROOM 22 NEWARK DE 19716 516017306 SUPPORT DE 501(c)(3) Type III-O NA false FRIENDS OF THE UNIV OF DE LIBRARY INC 181 SOUTH COLLEGE AVE NEWARK DE 19717 516017971 SUPPORT DE 501(c)(3) Type III-FI NA false KARL W BOER SOLAR ENERGY MEDAL OF MERIT C/O R BOER 777 E WISCONSIN AVENUE MILWAUKEE WI 53202 396596448 SUPPORT DE 501(c)(3) Type I NA false UNIDEL FOUNDATION INC 3801 KENNETT PIKE 303C GREENVILLE DE 19807 516015046 SUPPORT DE 501(c)(3) Type III-O NA false FIRST STATE MARINE WIND LLC 550 S COLLEGE AVE SUITE 201 NEWARK DE 19713 383809186 POWER GENERATION DE BLUE HEN WIND INC Related 397212 3995023 false false 0.975 PERFORMANCE VC OPP FUND 5 GREENWICH OFFICE PARK 3RD FLOOR GREENWICH CT 06831 833206186 INVESTMENTS CT NA Excluded -204922 18750929 false false 0.99 KNIGHTSBRIDGE B LP 122 SW FRANK PHILLIPS BLVD BARTLESVILLE OK 74003 823938272 INVESTMENTS OK NA Excluded 1215373 60460424 false false 0.998 BLUE HEN WIND INC 550 S COLLEGE AVENUE SUITE 201 NEWARK DE 19713 352377140 INVESTMENTS DE NA C Corporation 0 3012373 1 true CHARITABLE REMAINDER ANNUITY TRUST (5) 550 S COLLEGE AVENUE NEWARK DE 19713 INVESTMENTS DE NA Trust 0 0 false CHARITABLE REMAINDER UNITRUST TRUST (8) 550 S COLLEGE AVENUE NEWARK DE 19713 INVESTMENTS DE NA Trust 0 0 false false true true false false false false false false false false false false true true false false false true KNIGHTSBRIDGE B LP B 7206902 CASH KNIGHTSBRIDGE B LP S 2583205 CASH PERFORMANCE VC OPPORTUNITIES FUND I LP B 3039631 CASH PERFORMANCE VC OPPORTUNITIES FUND I LP S 1275076 CASH SEE SCH R PART VII SUPPLEMENTAL INFO O