Form 990 - Susquehanna University
Form 990 - Susquehanna University Form 990 - Susquehanna University
SCHEDULE K (Form 990) Department of the Treasury Internal Revenue Service Supplemental Information on Tax-Exempt Bonds | Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information in Part V. | Attach to Form 990. | See separate instructions. OMB No. 1545-0047 Open to Public Inspection Name of the organization Employer identification number SUSQUEHANNA UNIVERSITY 23-1353385 Part I Bond Issues SEE PART V FOR COLUMN (F) CONTINUATIONS (a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On behalf (i) Pooled of issuer financing Yes No Yes No Yes No SNYDER COUNTY HIGHER PARTIAL BOND A EDUCATION AUTHORITY 23-2736780833453CZ4 03/22/06 31779663. REFUND AND RESIDE X X X SNYDER COUNTY HIGHER RESIDENCE HALL B EDUCATION AUTHORITY 23-2736780833453DR1 09/25/08 29990252. AND ACADEMIC BUIL X X X SNYDER COUNTY HIGHER REFUND SCHEA 1998 C EDUCATION AUTHORITY 23-2736780NONEAVAIL 07/23/09 6,492,500. BONDS X X X 2010 D Part II 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Part III 1 2 Proceeds Amount of bonds retired Amount of bonds legally defeased Does the organization maintain adequate books and records to support the final allocation of proceeds? Private Business Use Total proceeds of issue Gross proceeds in reserve funds Capitalized interest from proceeds Proceeds in refunding escrows Issuance costs from proceeds Credit enhancement from proceeds Working capital expenditures from proceeds Capital expenditures from proceeds Other spent proceeds Other unspent proceeds Year of substantial completion Were the bonds issued as part of a current refunding issue? Were the bonds issued as part of an advance refunding issue? Has the final allocation of proceeds been made? Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? Are there any lease arrangements that may result in private business use of A B C D 31,779,663. 29,990,252. 6,492,500. 529,129. 301,595. 90,731. 19,005,534. 29,688,657. 2008 2010 2010 Yes No Yes No Yes No Yes No X X X X X X X X X X X X A B C D Yes No Yes No Yes No Yes No X X X X X X bond-financed property? 032121 02-02-11 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule K (Form 990) 2010
Schedule K (Form 990) 2010 Part III 3a 4 5 6 7 b c Part IV 1 2 5 6 b c d e b c d Private Business Use (Continued) Are there any management or service contracts that may result in private business use of bond-financed property? Are there any research agreements that may result in private business use of bond-financed property? Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Arbitrage A B C D Yes No Yes No Yes No Yes No X X X Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government | .00 % .00 % .00 % % Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government | .00 % .00 % .00 % % Total of lines 4 and 5 .00 % .00 % .00 % % Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? Is the bond issue a variable rate issue? 3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? Name of provider Term of hedge Was the hedge superintergrated? Was the hedge terminated? 4a Were gross proceeds invested in a GIC? Name of provider Term of GIC Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? SUSQUEHANNA UNIVERSITY 23-1353385 Were any gross proceeds invested beyond an available temporary period? Did the bond issue qualify for an exception to rebate? X X X X X X X X X A B C D Yes No Yes No Yes No Yes No X X X X X X X X X X X X X X X X X X Page 2 Part V Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K. SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: SNYDER COUNTY HIGHER EDUCATION AUTHORITY (F) DESCRIPTION OF PURPOSE: PARTIAL BOND REFUND AND RESIDENCE HOUSING (A) ISSUER NAME: SNYDER COUNTY HIGHER EDUCATION AUTHORITY 032122 02-02-11 Schedule K (Form 990) 2010
- Page 1 and 2: Form Under section 501(c), 527, or
- Page 3 and 4: Form 990 (2010) SUSQUEHANNA UNIVERS
- Page 5 and 6: Form 990 (2010) SUSQUEHANNA UNIVERS
- Page 7 and 8: Form 990 (2010) SUSQUEHANNA UNIVERS
- Page 9 and 10: Form 990 (2010) Part VII Section A.
- Page 11 and 12: Form 990 (2010) SUSQUEHANNA UNIVERS
- Page 13 and 14: Form 990 (2010) SUSQUEHANNA UNIVERS
- Page 15 and 16: Schedule A (Form 990 or 990-EZ) 201
- Page 17 and 18: ** PUBLIC DISCLOSURE COPY ** Schedu
- Page 19 and 20: 1 2 Schedule B (Form 990, 990-EZ, o
- Page 21 and 22: Schedule B (Form 990, 990-EZ, or 99
- Page 23 and 24: Schedule C (Form 990 or 990-EZ) 201
- Page 25 and 26: SCHEDULE D (Form 990) | Complete if
- Page 27 and 28: Schedule D (Form 990) 2010 SUSQUEHA
- Page 29 and 30: Schedule D (Form 990) 2010 SUSQUEHA
- Page 31 and 32: Schedule E (Form 990 or 990-EZ) (20
- Page 33 and 34: Schedule F (Form 990) 2010 Part II
- Page 35 and 36: Schedule F (Form 990) 2010 SUSQUEHA
- Page 37 and 38: SCHEDULE G (Form 990 or 990-EZ) Dep
- Page 39 and 40: Schedule G (Form 990 or 990-EZ) 201
- Page 41 and 42: Schedule I (Form 990) (2010) SUSQUE
- Page 43 and 44: Schedule I (Form 990) SUSQUEHANNA U
- Page 45 and 46: OMB No. 1545-0047 SCHEDULE J (Form
- Page 47: Schedule J (Form 990) 2010 SUSQUEHA
- Page 51 and 52: SCHEDULE L (Form 990 or 990-EZ) Dep
- Page 53 and 54: Schedule L (Form 990 or 990-EZ) 201
- Page 55 and 56: SCHEDULE M (Form 990) 1 2 3 4 5 6 7
- Page 57 and 58: SCHEDULE O (Form 990 or 990-EZ) Dep
- Page 59 and 60: OMB No. 1545-0047 SCHEDULE R (Form
- Page 61 and 62: Schedule R (Form 990) 2010 SUSQUEHA
- Page 63: Schedule R (Form 990) 2010 SUSQUEHA
Schedule K (<strong>Form</strong> <strong>990</strong>) 2010<br />
Part III<br />
3a<br />
4<br />
5<br />
6<br />
7<br />
b<br />
c<br />
Part IV<br />
1<br />
2<br />
5<br />
6<br />
b<br />
c<br />
d<br />
e<br />
b<br />
c<br />
d<br />
Private Business Use (Continued)<br />
Are there any management or service contracts that may result in private<br />
business use of bond-financed property? <br />
Are there any research agreements that may result in private business use of<br />
bond-financed property? <br />
Does the organization routinely engage bond counsel or other outside<br />
counsel to review any management or service contracts or research<br />
agreements relating to the financed property?<br />
Arbitrage<br />
A B C D<br />
Yes No Yes No Yes No Yes No<br />
X X X<br />
Enter the percentage of financed property used in a private business use by<br />
entities other than a section 501(c)(3) organization or a state or local government | .00 % .00 % .00 % %<br />
Enter the percentage of financed property used in a private business use as a<br />
result of unrelated trade or business activity carried on by your organization,<br />
another section 501(c)(3) organization, or a state or local government | .00 % .00 % .00 % %<br />
Total of lines 4 and 5 .00 % .00 % .00 % %<br />
Has the organization adopted management practices and procedures to<br />
ensure the post-issuance compliance of its tax-exempt bond liabilities? <br />
Has a <strong>Form</strong> 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of<br />
Arbitrage Rebate, been filed with respect to the bond issue?<br />
<br />
Is the bond issue a variable rate issue? <br />
3a<br />
Has the organization or the governmental issuer entered into a qualified<br />
hedge with respect to the bond issue? <br />
Name of provider <br />
Term of hedge<br />
Was the hedge superintergrated?<br />
Was the hedge terminated?<br />
<br />
<br />
<br />
4a<br />
Were gross proceeds invested in a GIC? <br />
Name of provider <br />
Term of GIC<br />
<br />
Was the regulatory safe harbor for establishing the fair market value of the<br />
GIC satisfied?<br />
SUSQUEHANNA UNIVERSITY 23-1353385<br />
<br />
Were any gross proceeds invested beyond an available temporary period?<br />
<br />
Did the bond issue qualify for an exception to rebate? <br />
X X X<br />
X X X<br />
X X X<br />
A B C D<br />
Yes No Yes No Yes No Yes No<br />
X X X<br />
X X X<br />
X X X<br />
X X X<br />
X X X<br />
X X X<br />
Page 2<br />
Part V Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K.<br />
SCHEDULE K, PART I, BOND ISSUES:<br />
(A) ISSUER NAME: SNYDER COUNTY HIGHER EDUCATION AUTHORITY<br />
(F) DESCRIPTION OF PURPOSE: PARTIAL BOND REFUND AND RESIDENCE HOUSING<br />
(A) ISSUER NAME: SNYDER COUNTY HIGHER EDUCATION AUTHORITY<br />
032122<br />
02-02-11<br />
Schedule K (<strong>Form</strong> <strong>990</strong>) 2010
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