Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
Temple University - Of the Commonwealth System of Higher Education
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1805 North Broad Wachman Hall 1108
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Philadelphia, PA191226094
D Employer identification number

23-1365971
E Telephone number

G Gross receipts $ 2,445,127,000
F Name and address of principal officer:
Richard M Englert - President
1805 North Broad
Wachman Hall
Philadelphia,PA191226094
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.temple.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1884
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 400 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 34
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 18,259
6 Total number of volunteers (estimate if necessary) ............. 6 36
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 381,000
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 79,069
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 356,367,000 361,263,000
9 Program service revenue (Part VIII, line 2g) ......... 1,116,471,000 1,194,525,000
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 27,717,000 21,181,000
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,750,000 2,892,000
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,511,305,000 1,579,861,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 128,749,000 155,357,000
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 898,369,000 948,801,000
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet15,081,000    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 409,614,000 385,381,000
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,436,732,000 1,489,539,000
19 Revenue less expenses. Subtract line 18 from line 12....... 74,573,000 90,322,000
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,944,852,000 3,092,144,000
21 Total liabilities (Part X, line 26)............. 1,112,698,000 1,216,855,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,832,154,000 1,875,289,000
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 400 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 721,624,000 including grants of $ 24,831,000 ) (Revenue $ 869,815,000 )
INSTRUCTION - AS A COMPREHENSIVE STATE RELATED RESEARCH UNIVERSITY, OUR 40,000 STUDENTS CAN CHOOSE FROM 9 CAMPUSES AND OVER 400 ACADEMIC DEGREE PROGRAMS INCLUDING: 2 ASSOCIATE DEGREE PROGRAMS, 149 BACHELORS PROGRAMS, 148 MASTERS PROGRAMS, 65 DOCTORAL PROGRAMS AND FIRST-PROFESSIONAL DEGREE PROGRAMS IN DENTISTRY, LAW, MEDICINE, PHARMACY, AND PODIATRIC MEDICINE.
4b (Code:   ) (Expenses $ 204,593,000 including grants of $ 20,000 ) (Revenue $ 207,819,000 )
PATIENT CARE - TEMPLE UNIVERSITY HAS OVER 500 FULL-TIME AND PART-TIME FACULTY MEMBERS IN THE LEWIS KATZ SCHOOL OF MEDICINE AT TEMPLE UNIVERSITY . TEMPLE PHYSICIANS HAVE A LONG STANDING REPUTATION FOR EXTRAORDINARY CAPABILITIES IN VIRTUALLY EVERY SUBSPECIALTY IN MODERN MEDICINE. TEMPLE UNIVERSITY BRINGS TOGETHER THE PHYSICIAN EXPERTISE NECESSARY FOR THE FULL RANGE OF TERTIARY AND QUATERNARY SERVICES. INCREASINGLY, THE UNIVERSITY IS DEPLOYING ITS PHYSICIANS IN THE COMMUNITY AND THROUGHOUT THE REGION. ADDITIONALLY, THE UNIVERSITY PROVIDES CARE WITHOUT CHARGE OR FOR AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE UNIVERSITY'S CHARITY CARE POLICY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON FEDERAL POVERTY GUIDELINES OR THEIR FINANCIAL CONDITION BEING SUCH THAT REQUIRING PAYMENT WOULD IMPOSE HARDSHIP. DURING THE YEAR, THE ESTIMATED COSTS INCURRED TO PROVIDE CHARITY CARE, NET OF PAYMENTS FROM MEDICAL ASSISTANCE PROGRAMS, WERE $55,110,000.
4c (Code:   ) (Expenses $ 145,394,000 including grants of $ 1,704,000 ) (Revenue $ 0 )
RESEARCH - THE CARNEGIE FOUNDATION HAS DESIGNATED TEMPLE AS A RESEARCH UNIVERSITY-HIGH RESEARCH ACTIVITY, INCLUDING IT AMONG THE TOP UNIVERSITIES IN THE NATION WITH COMPREHENSIVE CURRICULA AND NATIONALLY RECOGNIZED RESEARCH PROGRAMS. TEMPLE RECEIVES RESEARCH FUNDING FROM FEDERAL, STATE, AND LOCAL GOVERNMENT SOURCES, AS WELL AS FOUNDATIONS AND OTHER PRIVATE SOURCES. FEDERAL FUNDING COMES LARGELY FROM THE NATIONAL INSTITUTES OF HEALTH, WITH ADDITIONAL SUPPORT FROM THE DEPARTMENTS OF DEFENSE, EDUCATION, AGRICULTURE, ENERGY, AND JUSTICE. STATE FUNDING COMES FROM A NUMBER OF DEPARTMENTS, INCLUDING AGING, EDUCATION, HEALTH, COMMUNITY AND ECONOMIC DEVELOPMENT, AND PUBLIC WELFARE.
(Code:   ) (Expenses $ 279,991,000 including grants of $ 128,802,000 ) (Revenue $ 116,510,000 )
OTHER PROGRAM SERVICES Listed Below:
4d Other program services (Describe in Schedule O.)
(Expenses $ 279,991,000 including grants of $ 128,802,000 ) (Revenue $ 116,510,000 )
4e Total program service expensesMediumBullet1,351,602,000
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
3,431
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
18,259
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD , JA , UK , IT
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
Yes
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
36
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
34
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDavid Marino Controller1805 North Broad St   Philadelphia,PA191226094 (215) 204-7366
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Dennis Alter
 
Trustee (Commonwealth Appointee)
 1.0
.................
  		X           0 0 0
(2) Leonard Barrack
 
Trustee
 1.0
.................
1.0 		X           0 0 0
(3) James F Cawley IV
 
Trustee (Commonwealth Appointee)
 1.0
.................
  		X           0 0 0
(4) Alan M Cohen
 
Trustee
 1.0
.................
4.0 		X           0 0 0
(5) Scott F Cooper
 
Trustee
 1.0
.................
  		X           0 0 0
(6) Joseph F Coradino
 
Trustee
 1.0
.................
  		X           0 0 0
(7) Theodore Z Davis
 
Trustee
 4.0
.................
4.0 		X           0 0 0
(8) Nelson A Diaz
 
Trustee
 4.0
.................
  		X           0 0 0
(9) Ronald R Donatucci
 
Trustee (Commonwealth Appointee)
 2.0
.................
4.0 		X           0 0 0
(10) Loretta C Duckworth
 
Trustee
 1.0
.................
  		X           0 0 0
(11) Judith A Felgoise
 
Trustee
 1.0
.................
  		X           0 0 0
(12) Richard J Fox
 
Trustee
 4.0
.................
  		X           0 0 0
(13) Lewis F Gould Jr
 
Trustee (Commonwealth Appointee)
 4.0
.................
8.0 		X           0 0 0
(14) Lon R Greenberg
 
Trustee
 1.0
.................
5.0 		X           0 0 0
(15) Drew Katz
 
Trustee
 1.0
.................
  		X           0 0 0
(16) Patrick V Larkin
 
Trustee (Commonwealth Appointee)
 2.0
.................
  		X           0 0 0
(17) HF Gerry Lenfest
 
Trustee (Commonwealth Appointee)
 1.0
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Solomon C Luo
 
Trustee
 1.0
.......................6.0 		X           0 0 0
(19) Joseph W Marshall III
 
Trustee (Commonwealth Appointee)
 1.0
.......................   		X           0 0 0
(20) Anthony J McIntyre
 
Trustee
 4.0
.......................   		X           0 0 0
(21) Theodore A McKee
 
Trustee
 4.0
.......................   		X           0 0 0
(22) Christopher W McNichol
 
Trustee (Commonwealth Appointee)
 4.0
.......................4.0 		X           0 0 0
(23) J William Mills
 
Trustee
 4.0
.......................   		X           0 0 0
(24) Mitchell L Morgan
 
Trustee
 4.0
.......................   		X           0 0 0
(25) Leon O Moulder Jr
 
Trustee
 1.0
.......................   		X           0 0 0
(26) Patrick J O'Connor
 
Trustee (Chair)
 8.0
.......................6.0 		X           0 0 0
(27) Bret S Perkins
 
Trustee (Commonwealth Appointee)
 1.0
.......................   		X           0 0 0
(28) Daniel H Polett
 
Trustee
 4.0
.......................4.0 		X           0 0 0
(29) Philip C Richards
 
Trustee
 1.0
.......................   		X           0 0 0
(30) Edward Rudolph
 
Trustee (Commonwealth Appointee)
 1.0
.......................   		X           0 0 0
(31) Jane Scaccetti
 
Trustee
 4.0
.......................7.0 		X           0 0 0
(32) Anthony J Scirica
 
Trustee
 4.0
.......................   		X           0 0 0
(33) Samuel H Smith
 
Trustee (Commonwealth Appointee)
 1.0
.......................   		X           0 0 0
(34) Michael J Stack III
 
Trustee (Commonwealth Appointee)
 1.0
.......................   		X           0 0 0
(35) James S White
 
Trustee
 1.0
.......................   		X           0 0 0
(36) Tamron Hall
 
Trustee
 4.0
.......................   		X           0 0 0
(37) William T Bergman
 
VP - Special Assistant to the President
 50.0
.......................   		    X       367,540 0 50,695
(38) Kevin G Clark
 
EVP - COO
 50.0
.......................   		    X       631,960 0 47,279
(39) Karen B Clarke
 
VP - Strategic Marketing and Communications
 50.0
.......................   		    X       335,668 0 41,946
(40) James P Creedon
 
Sr. VP - Construction
 50.0
.......................   		    X       383,958 0 36,675
(41) Hai-lung Dai
 
Provost & Sr. VP - Academic Affairs
 50.0
.......................   		    X       572,597 0 53,278
(42) James Dicker
 
VP - Institutional Advancement
 50.0
.......................   		    X       454,875 0 47,279
(43) Barbara Dolhansky
 
Interim VP for Computer & Information Services
 50.0
.......................   		    X       261,557 0 35,681
(44) Michael B Gebhardt
 
University Counsel & Secretary
 50.0
.......................   		    X       367,426 0 53,279
(45) Kenneth Kaiser
 
VP, CFO & Treasurer
 50.0
.......................   		    X       423,052 0 53,279
(46) Larry Kaiser
 
Sr. Exec. VP - Health Affairs
 20.0
.......................32.0 		    X       1,806,846 0 22,185
(47) Kenneth Lawrence Jr
 
Sr. VP - Gov't., Community and Public Affairs
 50.0
.......................   		    X       298,504 0 53,279
(48) Theresa A Powell
 
VP - Student Affairs
 50.0
.......................   		    X       285,758 0 41,946
(49) Neil D Theobald
 
President
 50.0
.......................   		    X       686,646 0 53,278
(50) Gennaro J Leva
 
VP - Planning, Capital Projects
 50.0
.......................   		    X       46,481 0 3,082
(51) Michele M Masucci
 
VP - Research Administration
 50.0
.......................   		    X       289,186 0 41,945
(52) Francis Dunphy
 
Head Coach - Men's Basketball
 50.0
.......................   		        X   1,223,354 0 169,695
(53) Michael Weaver
 
Surgeon
 50.0
.......................   		        X   957,936 0 39,809
(54) Matthew Rhule
 
Head Coach - Football
 50.0
.......................   		        X   1,508,023 0 46,783
(55) Yoshiya Toyoda
 
Surgeon
 50.0
.......................   		        X   1,067,523 0 26,183
(56) Verdi DiSesa
 
COO & Vice Dean Clinical Affairs
 50.0
.......................   		        X   897,627 0 45,565
(57) Timothy O'Rourke
 
Former VP - Computer & Information Services
 31.0
.......................   		          X 249,590 0 16,118
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 13,116,107 0 979,259
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,723
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SODEXO INCORPORATED

PO BOX 352
BUFFALO,NY14240 		FOOD MANAGEMENT SVCS 25,521,000
ALLIED BARTON SECURITY SERVICE LLC

PO BOX 828854
PHILADELPHIA,PA19182 		SECURITY SERVICES 11,814,000
JJ WHITE INCORPORATED

5500 BINGHAM STREET
PHILADELPHIA,PA19120 		CONSTRUCTION 5,803,000
SNOHETTA STANTEC-JOINT VENTURE

1500 SPRING GARDEN ST
PHILADELPHIA,PA19130 		ARCHITECTURE 5,588,000
HARMELIN MEDIA

525 RIGHTERS FERRY ROAD
BALA CYNWYD,PA19004 		MEDIA SERVICES 5,202,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet67
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 0
d Related organizations1d 46,000
e Government grants (contributions)1e 273,852,000
f All other contributions, gifts, grants, and similar amounts not included above1f 87,365,000
g Noncash contributions included in lines 1a-1f:$ 3,381,000
h Total.Add lines 1a-1f.......MediumBullet 361,263,000
Program Service RevenueAmt Business Code
2a Tuition and Fees 611310 859,537,000 859,537,000 0 0
b Sales and Services of Eductional Activities 611310 10,278,000 10,278,000 0 0
c Auxiliary Enterprises 611310 109,001,000 108,620,000 381,000 0
d Patient Care Activities 621111 207,819,000 207,819,000 0 0
e Other 611310 7,890,000 7,890,000 0 0
f All other program service revenue. 0 0 0 0
g Total.Add lines 2a–2f.....MediumBullet 1,194,525,000
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 16,676,000 0 0 16,676,000
4 Income from investment of tax-exempt bond proceedsMediumBullet 770,000 0 0 770,000
5 Royalties...........MediumBullet 422,000 0 0 422,000
(ii) Personal (i) Real
6a Gross rents 0 3,867,000
b Less: rental expenses 0 1,397,000
c Rental income or (loss) 0 2,470,000
d Net rental income or (loss)......MediumBullet 2,470,000 0 0 2,470,000
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 867,604,000
b Less: cost or other basis and sales expenses 0 863,869,000
c Gain or (loss) 0 3,735,000
d Net gain or (loss).....MediumBullet 3,735,000 0 0 3,735,000
8a Gross income from fundraising events (not including $ 0of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Business Code Miscellaneous Revenue
11a     0 0 0 0
b     0 0 0 0
c     0 0 0 0
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 1,579,861,000 1,194,144,000 381,000 24,073,000
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 10,253,000 10,253,000
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 145,104,000 145,104,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 8,088,000 0 7,620,000 468,000
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 746,955,000 667,442,000 71,305,000 8,208,000
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 40,715,000 35,140,000 4,492,000 1,083,000
9 Other employee benefits ....... 110,935,000 97,418,000 13,039,000 478,000
10 Payroll taxes ........... 42,108,000 36,476,000 4,658,000 974,000
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 4,732,000 817,000 3,915,000 0
c Accounting ........... 638,000 149,000 489,000 0
d Lobbying ........... 188,000 188,000 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 2,993,000 1,197,000 1,796,000 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion .... 8,839,000 4,980,000 3,847,000 12,000
13 Office expenses ....... 102,061,000 98,543,000 242,000 3,276,000
14 Information technology ...... 35,926,000 26,895,000 8,897,000 134,000
15 Royalties .. 143,000 143,000 0 0
16 Occupancy ........... 55,818,000 55,762,000 55,000 1,000
17 Travel ............ 21,725,000 20,287,000 1,047,000 391,000
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 101,000 101,000 0 0
19 Conferences, conventions, and meetings .... 1,753,000 1,727,000 0 26,000
20 Interest ........... 30,198,000 29,778,000 420,000 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 90,804,000 90,804,000 0 0
23 Insurance ... 8,207,000 3,920,000 4,287,000 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Bad Debts - Health care 18,714,000 18,714,000 0 0
b Change in ARO -6,364,000 0 -6,364,000 0
c Bad Debts Students 4,914,000 4,914,000 0 0
d Other 3,991,000 850,000 3,111,000 30,000
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 1,489,539,000 1,351,602,000 122,856,000 15,081,000
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 155,000 1 2,037,000
2 Savings and temporary cash investments ......... 99,075,000 2 95,009,000
3 Pledges and grants receivable, net ...... 77,695,000 3 74,420,000
4 Accounts receivable, net ............. 160,804,000 4 188,451,000
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .... 51,978,000 7 52,579,000
8 Inventories for sale or use ........ 1,327,000 8 1,243,000
9 Prepaid expenses and deferred charges ...... 13,176,000 9 11,488,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,539,435,000
b Less: accumulated depreciation 10b 1,095,359,000 1,422,740,000 10c 1,444,076,000
11 Investments—publicly traded securities . 986,895,000 11 1,005,713,000
12 Investments—other securities. See Part IV, line 11 ..... 87,443,000 12 114,837,000
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 43,564,000 15 102,291,000
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,944,852,000 16 3,092,144,000
Liabilities 17 Accounts payable and accrued expenses ..... 387,571,000 17 421,956,000
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 53,394,000 19 52,453,000
20 Tax-exempt bond liabilities ......... 669,998,000 20 739,844,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D 1,442,000 21 1,987,000
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22  
23 Secured mortgages and notes payable to unrelated third parties .. 293,000 23 615,000
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 1,112,698,000 26 1,216,855,000
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 1,449,887,000 27 1,494,820,000
28 Temporarily restricted net assets ........... 100,940,000 28 81,432,000
29 Permanently restricted net assets 281,327,000 29 299,037,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 1,832,154,000 33 1,875,289,000
34 Total liabilities and net assets/fund balances ........ 2,944,852,000 34 3,092,144,000
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,579,861,000
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,489,539,000
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
90,322,000
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,832,154,000
5
Net unrealized gains (losses) on investments ...............
5
-47,187,000
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,875,289,000
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
Temple University - Of the Commonwealth System of Higher Education
  		Employer identification number
23-1365971
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
Temple University - Of the Commonwealth System of Higher Education
  		Employer identification number

23-1365971
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
Temple University - Of the Commonwealth System of Higher Education
  		Employer identification number

23-1365971
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................    
c Total lobbying expenditures (add lines 1a and 1b) .......................................................................    
d Other exempt purpose expenditures .........................................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
184,000
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
4,000
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
188,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DESCRIPTION OF THE ACTIVITIES REPORTED ON LINES 1A THROUGH 1I A PORTION OF THE UNIVERSITY'S REVENUES ARE DERIVED FROM APPROPRIATION LEGISLATION ENACTED BY THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY RESPONDS TO INFORMATION REQUESTS FROM THE STATE ASSEMBLY, AND ATTEMPTS TO ASSURE THAT THE AMOUNT OF THE COMMONWEALTH APPROPRIATION IS SUFFICIENT TO MEET THE UNIVERSITY'S NEEDS. IN ADDITION, THE UNIVERSITY WILL OCCASIONALLY REQUEST VARIANCES IN LOCAL ORDINANCES IN ORDER TO FACILITATE CAMPUS IMPROVEMENTS AND CAPITAL CONSTRUCTION. TO ACCOMPLISH THESE OBJECTIVES THE UNIVERSITY ENGAGES THE SERVICES OF INDEPENDENT CONTRACTORS WHO PROVIDE INFORMATION TO INFLUENCE FEDERAL, STATE AND LOCAL LEGISLATION AND REGULATIONS ON MATTERS DIRECTLY AFFECTING THE UNIVERSITY'S EXEMPT PURPOSE.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 87,000
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 4,937,000
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $ 0
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 434,799,000 405,643,000 353,803,000 304,586,000 317,834,000
b Contributions ... 141,323,000 44,234,000 16,015,000 30,828,000 1,706,000
c Net investment earnings, gains, and losses -13,627,000 -739,000 48,897,000 29,858,000 -4,480,000
d Grants or scholarships ... 18,545,000 14,339,000 13,072,000 11,469,000 10,474,000
e Other expenditures for facilities
and programs ... 		0 0 0 0 0
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 543,950,000 434,799,000 405,643,000 353,803,000 304,586,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet36.33 %
b
Permanent endowment SchDMd Bullet55.51 %
c
Temporarily restricted endowment SchDMd Bullet8.16 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
Yes
 
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   100,805,000 100,805,000
b Buildings   1,664,991,000 665,824,000 999,167,000
c Leasehold improvements   23,842,000 17,722,000 6,120,000
d Equipment ...   695,181,000 411,813,000 283,368,000
e Other ...   54,616,000   54,616,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,444,076,000
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 4 Collections of art - description of collections Temple University's Blockson Collection is comprised of materials that date from 1581 to the present. It is among the largest collection of items relating to the African Diaspora experience and this is the first catalog by an African-American bibliophile to be published by a major university. The massive volume records approximately 11,000 entries. The University Libraries hold more than one thousand manuscript and archival collections which in aggregate number more than 25 million pieces, including for instance the Philadelphia Jewish Archive and the Philadelphia Evening Bulletin collection of over 5 million photographs as well as literary manuscript collections. The libraries also hold approximately 90,000 rare books. These historical items are used for study and research by our students and faculty.
Schedule D, Part IV, Line 2b Explanation of escrow agreement Agency funds may be established for outside activities that support or enhance the mission of the University and where there is mutual benefit in the University acting as fiscal agent for the principal. The activities must directly or indirectly provide services or benefits to the University's programs or to its students, staff, patients, or faculty.
Schedule D, Part V, Line 4 Intended uses of endowment funds Temple University's endowment is used to provide funds in support of its mission, such as scholarships and endowed chairs.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Substantially all of the individual components of the University are nonprofit corporations and have been recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code. The University's federal Exempt Organization Business Income Tax Returns through 2014 have been examined by the Internal Revenue Service. GAAP requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The University does not believe its financial statements include any uncertain tax positions.
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047 2015Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
Yes
 
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2015)
Schedule E (Form 990 or 990EZ) (2015)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY Temple University includes its nondiscriminatory policy as an integral part of classified ads, college bulletins, catalogs, alumni review magazines, and most other major publications.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT Schedule E, Question 6(a) - Financial aid or assistance from a government agency: Temple University receives an annual appropriation from the Commonwealth of Pennsylvania in support of the University's educational and general operations. Additionally, the university receives federal support in the form of PELL grants, Perkins loans and other federal funds, as well as funds from the Commonwealth and various local agencies. These funds are awarded to Temple's students based on need or academic achievement.
Schedule E, Part I, Line 6(b) REVOCATION OR SUSPENSION OF GOVERNMENTAL AID OR ASSISTANCE Financial Aid was temporarily suspended from the HPL program in the Dental, Medical and Pharmacy Schools for the period December 31,1984 thru June 30,1985 for failure to meet federally defined default rates. As of July 1,1985 the University has met the federally defined default rates and the suspension has been lifted.
Schedule E (Form 990 or 990-EZ) (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
East Asia and the Pacific 1 4 Program Services INSTRUCTION AT TOKYO, JAPAN CAMPUS 777,000
Europe (Including Iceland and Greenland) 2 7 Program Services INSTRUCTION AT LOCATIONS IN ROME, ITALY AND LONDON, ENGLAND. 4,534,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 3 11 5,311,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 3 11 5,311,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Temple receives financial statements from its wholly owned subsidiary Temple Educational Support Services (TESS), located in Tokyo, Japan . Payments to TESS are in support of the University's educational mission. Temple receives financial reports from its campus in Rome and London program. All payments are in support of the University's educational mission. Temple also has an annual consolidated audit which includes the accounts of all subsidiaries and components.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Temple receives financial statements from its wholly owned subsidiary Temple Educational Support Services (TESS), located in Tokyo, Japan . Payments to TESS are in support of the University's educational mission. Temple receives financial reports from its campus in Rome and London program. All payments are in support of the University's educational mission. Temple also has an annual consolidated audit which includes the accounts of all subsidiaries and components.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number
23-1365971
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Absorption Systems Lp
436 Creamery Way
Exton,PA19341 		23-2988779 N/A 57,000       RESEARCH - SUBCONTRACT
(2) Academic Development Institute Inc
121 N Kickapoo St
Lincoln,IL62656 		37-1153267 501 (c)(3) 540,726       RESEARCH - SUBCONTRACT
(3) American Press Institute
4401 N Fairfax Drive Suite 300
Arlington,VA22203 		13-2690182 501 (c)(3) 200,000       RESEARCH - SUBCONTRACT
(4) Arizona State University
699 South Mill Avenue
Tempe,AZ85281 		86-0196696 115 (A) 80,013       RESEARCH - SUBCONTRACT
(5) Association of State and Territorial Health Officials
2231 Crystal Drive Suite 450
Arlington,VA22202 		35-1044487 501 (c)(3) 20,951       RESEARCH - SUBCONTRACT
(6) Bawmann Group Inc
1755 High Street
Denver,CO80218 		84-1462654 N/A 44,351       RESEARCH - SUBCONTRACT
(7) Baylor College Of Medicine
One Baylor Plaza
Houston,TX77030 		74-1613878 501 (c)(3) 6,311       RESEARCH - SUBCONTRACT
(8) Bellwether Education Partners Inc
517 Boston Post Road 171
Sudbury,MA01776 		26-1914515 501 (c)(3) 56,615       RESEARCH - SUBCONTRACT
(9) Bioqual Incorporated
9600 Medical Center Drive
Rockville,MD20850 		13-3078199 N/A 185,523       RESEARCH - SUBCONTRACT
(10) Board of Regents of The University of Wisconson at Madison
150 East Gilman Street
Madison,WI53703 		39-6053723 115 (A) 104,209       RESEARCH - SUBCONTRACT
(11) Board of Trustees Of The University of Illinois
506 S Wright St
Urbana,IL61801 		37-6000511 115 (A) 51,976       RESEARCH - SUBCONTRACT
(12) Brigham and Womens Hospital Inc
75 Francis Street
Boston,MA02215 		04-2312909 501 (c)(3) 32,320       RESEARCH - SUBCONTRACT
(13) Cal Poly Corporation
1 Grand Avenue Bldg 15
San Luis Obispo,CA93407 		95-1648180 501 (c)(3) 40,596       RESEARCH - SUBCONTRACT
(14) Carleton College
1 N College Street
Northfield,MN55057 		41-0694747 501 (c)(3) 21,762       RESEARCH - SUBCONTRACT
(15) Center for Policy Research
1570 Emerson Street
Denver,CO80218 		84-0849945 501 (C)(3) 328,928       RESEARCH - SUBCONTRACT
(16) Chemistry Communications Inc
535 Smithfield Street
Pittsburgh,PA15222 		25-1335505 N/A 13,333       RESEARCH - SUBCONTRACT
(17) Children's Hospital of Philadelphia
34th St and Civic Center Blvd
Philadelphia,PA19104 		23-1352166 501 (c)(3) 381,207       RESEARCH - SUBCONTRACT
(18) Cincinnati Childrens Hospital Medic
3333 Burnet Avenue
Cincinnati,OH45229 		31-0537130 501 (c)(3) 361,506       RESEARCH - SUBCONTRACT
(19) Creative Liquid Productions LLC
1313 King Street
Alexandria,VA22314 		99-9999999 N/A 10,750       RESEARCH - SUBCONTRACT
(20) District 1199C
100 South Broad Street
Philadelphia,PA19110 		23-2841131 501 (c)(3) 47,939       RESEARCH - SUBCONTRACT
(21) Drexel University
3141 Chestnut Street
Philadelphia,PA19103 		23-1352630 501 (c)(3) 386,403       RESEARCH - SUBCONTRACT
(22) East Carolina University
1001 East 5th Street
Greenville,NC27858 		56-6000403 115 (A) 54,524       RESEARCH - SUBCONTRACT
(23) Emma Pendleton Bradley Hospital
1011 Veterans Mem Hwy
Riverside,RI02915 		05-0258806 501 (c)(3) 13,121       RESEARCH - SUBCONTRACT
(24) Fox Chase Cancer Center
333 Cottman Avenue
Philadelphia,PA19111 		23-2003072 501 (c)(3) 6,539       RESEARCH - SUBCONTRACT
(25) Geisinger Clinic Weis Center for Re
100 N Academy Ave
Danville,PA17822 		23-6291113 501 (c)(3) 104,554       RESEARCH - SUBCONTRACT
(26) Good Shepherd Rehabilitation Hospit
850 S 5th Street
Allentown,PA18103 		23-1371947 501 (c)(3) 5,783       RESEARCH - SUBCONTRACT
(27) Harvard University
1033 Massachusetts Ave
Cambridge,MA02138 		04-2103580 501 (c)(3) 12,248       RESEARCH - SUBCONTRACT
(28) Indiana University
400 E 7th St Rm 501
Bloomington,IN47405 		35-6001673 115 (A) 63,858       RESEARCH - SUBCONTRACT
(29) Johns Hopkins University
Garland Hall Suite 300
Baltimore,MD21218 		52-0595110 501 (c)(3) 780,608       RESEARCH - SUBCONTRACT
(30) Louisiana State University
433 Bolivar Street
New Orleans,LA70112 		72-6000848 115 (a) 45,302       RESEARCH - SUBCONTRACT
(31) Maternity Care Coalition
2000 Hamilton Street No 205
Philadelphia,PA19130 		23-2200410 501 (c)(3) 40,172       RESEARCH - SUBCONTRACT
(32) Medical University of South Carolina
650 Ellis Oack Drive
Charleston,SC29412 		57-6028985 501 (c)(3) 129,026       RESEARCH - SUBCONTRACT
(33) Mental Health America Inc
CO Temple U Grant Acctg
Philadelphia,PA19122 		99-9999999 N/A 20,000       RESEARCH - SUBCONTRACT
(34) Mental Health Association of Southeastern Pennsylvania
3119 Spring Garden Street
Philadelphia,PA19107 		23-1425035 501 (c)(3) 40,752       RESEARCH - SUBCONTRACT
(35) Methodist Hospital Research Institute
6565 Fannin St
Houston,TX77030 		87-0721923 501 (c)(3) 23,153       RESEARCH - SUBCONTRACT
(36) Miriam Hospital
164 Summit Ave
Provide,RI02906 		05-0258905 501 (c)(3) 33,135       RESEARCH - SUBCONTRACT
(37) National Center for Teacher Residen
1332 N Halstead Street Suite 304
Chicago,IL60642 		99-9999999 N/A 50,000       RESEARCH - SUBCONTRACT
(38) New Legacy Partnerships LLC
5420 Wisconsin Avenue
Chevy Chase,MD20815 		99-9999999 N/A 54,022       RESEARCH - SUBCONTRACT
(39) North Carolina State University
Campus Box 7001 A Holladay Hall
Raleigh,NC27695 		56-6000756 115 (A) 10,810       RESEARCH - SUBCONTRACT
(40) North Central Organized Regionally for Total Health
1300 W Lehigh Avenue
Philadelphia,PA19151 		23-7399017 501 (c)(3) 31,893       RESEARCH - SUBCONTRACT
(41) North Shore Long Island Jewish Heal
972 Brush Hollow Rd
Westbury,NY11021 		11-3418133 501 (c)(3) 75,326       RESEARCH - SUBCONTRACT
(42) Northwestern University
633 Clark Street
Evanston,IL60208 		36-2167817 501 (c)(3) 774,006       RESEARCH - SUBCONTRACT
(43) Old Dominion University
5115 Hampton Blvd
Norfolk,VA23529 		54-6000884 501 (c)(3) 52,873       RESEARCH - SUBCONTRACT
(44) Pennsylvania Assitive Technology F
1004 W 9th Avenue
King of Prussia,PA19406 		23-2953796 501 (c)(3) 40,000       RESEARCH - SUBCONTRACT
(45) Philadelphia Works Inc
1617 JFK Blvd STE 1300
Philadelphia,PA19103 		23-3048942 501 (c)(3) 19,175       RESEARCH - SUBCONTRACT
(46) Portland State University
1825 SW Broadway
Portland,OR97201 		93-6001786 115 (a) 19,009       RESEARCH - SUBCONTRACT
(47) Public Health Institute
555 12th Street FL 10
Oakland,CA94607 		94-1646278 501 (c)(3) 68,196       RESEARCH - SUBCONTRACT
(48) Rand Corporation
1776 Main Street
Santa Monica,CA90401 		95-1958142 501 (c)(3) 12,832       RESEARCH - SUBCONTRACT
(49) Regents of the University of Ca Irvine
141 Innovation Drive Suite 250
Irvine,CA92697 		95-2226406 501 (c)(3) 198,944       RESEARCH - SUBCONTRACT
(50) Research for Action Inc
100 South Broad Street
Philadelphia,PA19110 		23-2710950 501 (c)(3) 31,000       RESEARCH - SUBCONTRACT
(51) Rutgers University
57 US Rt 1
New Brunswick,NJ08901 		22-6001086 115 (a) 99,035       RESEARCH - SUBCONTRACT
(52) South Carolina Research Foundation
901 Sumter St
Cloumbia,SC29201 		57-0967350 501 (C)(3) 6,716       RESEARCH - SUBCONTRACT
(53) State of Nebraska
PO Box 95206
Lincoln,NE68509 		47-0471233 N/A 13,000       RESEARCH - SUBCONTRACT
(54) Teachers College Columbia Universtiy
525 W 120th St Box 30
New York,NY10027 		13-1624202 501 (c)(3) 20,375       RESEARCH - SUBCONTRACT
(55) Texas Tech University Health Scienc
3601 4th St
Lubbock,TX79430 		75-2142549 501 (c)(3) 66,643       RESEARCH - SUBCONTRACT
(56) The Research Foundation of SUNY
35 State Street
Albany,NY12207 		14-1368361 501 (c)(3) 6,690       RESEARCH - SUBCONTRACT
(57) The University of Texas at Dallas
800 W Campbell Rd
Richardson,TX75080 		75-4305566 501 (c)(3) 132,537       RESEARCH - SUBCONTRACT
(58) Thomas Jefferson University
111 S 11th St
Philadelphia,PA19107 		23-2829095 501 (c)(3) 155,378       RESEARCH - SUBCONTRACT
(59) Tri-County Patriots For Independent Living
69 East Beau St
Washington,PA15301 		25-1622789 501 (c)(3) 5,120       RESEARCH - SUBCONTRACT
(60) Trustees of Columbia University
615 West 131st MC 8741
New York,NY10027 		13-5598093 501 (c)(3) 137,584       RESEARCH - SUBCONTRACT
(61) Trustees of the University of Pennsylvania
3451 Walnut Street Room 305
Philadelphia,PA19046 		23-1352685 501 (c)(3) 340,551       RESEARCH - SUBCONTRACT
(62) United Cerebral Palsy Of Central Pennsylvania
1660 L Street NW Suite 700
Washington,DC20036 		20-3568840 501 (c)(3) 61,467       RESEARCH - SUBCONTRACT
(63) United Cerebral Palsy Of Northeastern PA
425 Wyoming Ave
Scranton,PA18503 		24-0818346 501 (c)(3) 15,035       RESEARCH - SUBCONTRACT
(64) United States Geological Survey
c/o TU Grant Acctg
Philadelphia,PA19122 		99-9999999 N/A 13,748       RESEARCH - SUBCONTRACT
(65) University Of Arizona
1401 E University
Tuscon,AZ85721 		86-6004791 115 (a) 22,852       RESEARCH - SUBCONTRACT
(66) University of California
2223 Fulton Street
Berkeley,CA94720 		94-6002123 115 (a) 72,102       RESEARCH - SUBCONTRACT
(67) University Of Chicago
5747 S Ellis Ave No 122
Chicago,IL60637 		36-2177139 501 (c)(3) 520,744       RESEARCH - SUBCONTRACT
(68) University Of Delaware
220 Hullihen Hall
Newark,DE19716 		51-6000297 501 (c)(3) 273,657       RESEARCH - SUBCONTRACT
(69) University Of Florida
W University Ave
Gainsville,FL32601 		59-6002052 115 (A) 31,745       RESEARCH - SUBCONTRACT
(70) University of Maryland
3112 Lee Building
College Park,MD20742 		52-6002033 115 (A) 56,787       RESEARCH - SUBCONTRACT
(71) University Of Michigan
500 S State Street
Ann Arbor,MI48109 		38-6006309 115 (A) 324,889       RESEARCH - SUBCONTRACT
(72) University Of New Orleans
2000 Lakeshore Drive
New Orleans,LA70112 		72-0702000 115 (a) 76,433       RESEARCH - SUBCONTRACT
(73) University of North Carolina
116 S Boundary St
Chapel Hill,NC27514 		56-6001393 115 (A) 158,261       RESEARCH - SUBCONTRACT
(74) University of North Texas Health Science Center Health Systems
3500 Camp Bowie Boulevard
Fort Worth,TX76107 		71-0986983 115 (A) 23,540       RESEARCH - SUBCONTRACT
(75) University of Oregon
1585 E 13Th Avenue
Eugene,OR97403 		46-4727800 115 (A) 7,987       RESEARCH - SUBCONTRACT
(76) University of Pennsylvania
3440 Market Street
Philadelphia,PA19104 		23-1352685 501 (c)(3) 426,333       RESEARCH - SUBCONTRACT
(77) University Of Pittsburgh
4200 Fifth Avenue
Pittsburgh,PA15260 		25-0965591 501 (c)(3) 56,727       RESEARCH - SUBCONTRACT
(78) University Of Rochester
910 Genesee St
Rochester,NY14611 		16-0743209 501 (c)(3) 36,058       RESEARCH - SUBCONTRACT
(79) University Of South Florida
3702 Spectrum Blvd
Tampa,FL33612 		59-3102112 115 (A) 150,126       RESEARCH - SUBCONTRACT
(80) University of Tennessee
719 Andy Holt Tower
Knoxville,TN37996 		62-6001636 115 (A) 11,829       RESEARCH - SUBCONTRACT
(81) Urban Teacher Residency United
c/o TU Grant Acctg
Philadelphia,PA19122 		99-9999999 501 (c)(3) 55,000       RESEARCH - SUBCONTRACT
(82) Vanderbilt University
2501 Vanderbily
Nashville,TN37235 		62-0476822 501 (c)(3) 120,421       RESEARCH - SUBCONTRACT
(83) Villanova University
800 Lancaster Drive
Villanova,PA19085 		23-1352688 501 (c)(3) 43,397       RESEARCH - SUBCONTRACT
(84) Virginia Commonwealth University
821 W Franklin St
Richmond,VA23284 		54-6001758 115 (a) 719,854       RESEARCH - SUBCONTRACT
(85) Vision for Equality Incorporated
718 Arch Street 600
Philadelphia,PA19106 		23-2891928 501 (c)(3) 18,264       RESEARCH - SUBCONTRACT
(86) Washington University
1 Bookings Drive
St Louis,MO63130 		43-0653611 501 (c)(3) 84,859       RESEARCH - SUBCONTRACT
(87) WestEd
730 Harrison St
San Francisco,CA94107 		99-9999999 N/A 15,641       RESEARCH - SUBCONTRACT
(88) Wuhan Centers for Disease Prevention
c/o TU Grant Acctg
Philadelphia,PA19122 		99-9999999 501 (c)(3) 7,096       RESEARCH - SUBCONTRACT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
77
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
11
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
non-cash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of non-cash assistance
(1) SCHOLARSHIPS AND TUITION REMISSION TO ATTEND TEMPLE UNIVERSITY 22055 145,101,000      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Financial Aid Eligibility Requirements * Complete the Free Application for Federal Student Aid (FAFSA) annually and as early as January 1 (Temple's priority deadline is March 1) * Sign statements on the FAFSA stating that: * you are not in default on a federal student loan and do not owe money on a federal student grant and * you will use federal student aid only for educational purposes * Comply with Temple University's Satisfactory Academic Progress Standards * Remain in good standing on educational loans and grants per the National Student Loan Database System (NSLDS) * Remain enrolled at least part-time per semester for Federal loans (6 credits as an undergraduate student and 4.5 credits as a graduate student) * Be enrolled in an eligible degree program at Temple University * Be a citizen or eligible non-citizen with a valid Social Security Number * Have a high school diploma * Be registered for the Selective Service if you are male and 18-25 years of age * Comply with any and all federal verification requests made by Student Financial Services Research Administration Processing an Award - Negotiation of SubAward(s) If the University receives an award and a portion of the activity is to be sub-contracted to another entity, Sponsored Programs assists the PI in development of a sub-contract which outlines the sub-contractor's role in meeting the requirements of the award. Sponsored Programs forwards the sub-contract to the sub-contractor for review and signature. Upon return of the executed document, the PI should complete a Financial Impact Statement. Sponsored Programs forwards the sub-contract and Financial Impact Statement to University Counsel, where review and appropriate signature(s) and seal (if necessary) are obtained. When the University is the recipient of a sub-contract similar procedures are followed.
Schedule I (Form 990) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v3.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1William T Bergman
  VP - Special Assistant to the President 		(i)

(ii)		 342,540
-------------
0 		25,000
-------------
0 		0
-------------
0 		35,118
-------------
0 		15,577
-------------
0 		418,235
-------------
0 		0
-------------
0
2Kevin G Clark
  EVP - COO 		(i)

(ii)		 499,265
-------------
0 		132,695
-------------
0 		0
-------------
0 		29,118
-------------
0 		18,161
-------------
0 		679,239
-------------
0 		50,000
-------------
0
3Karen B Clarke
  VP - Strategic Marketing and Communications 		(i)

(ii)		 320,668
-------------
0 		15,000
-------------
0 		0
-------------
0 		35,118
-------------
0 		6,828
-------------
0 		377,614
-------------
0 		0
-------------
0
4James P Creedon
  Sr. VP - Construction 		(i)

(ii)		 373,608
-------------
0 		5,000
-------------
0 		5,350
-------------
0 		35,117
-------------
0 		1,558
-------------
0 		420,633
-------------
0 		0
-------------
0
5Hai-lung Dai
  Provost & Sr. VP - Academic Affairs 		(i)

(ii)		 520,597
-------------
0 		52,000
-------------
0 		0
-------------
0 		35,117
-------------
0 		18,161
-------------
0 		625,875
-------------
0 		0
-------------
0
6James Dicker
  VP - Institutional Advancement 		(i)

(ii)		 429,875
-------------
0 		25,000
-------------
0 		0
-------------
0 		29,118
-------------
0 		18,161
-------------
0 		502,154
-------------
0 		0
-------------
0
7Barbara Dolhansky
  Interim VP for Computer & Information Services 		(i)

(ii)		 194,780
-------------
0 		12,000
-------------
0 		54,777
-------------
0 		21,083
-------------
0 		14,598
-------------
0 		297,238
-------------
0 		0
-------------
0
8Michael B Gebhardt
  University Counsel & Secretary 		(i)

(ii)		 342,426
-------------
0 		25,000
-------------
0 		0
-------------
0 		35,118
-------------
0 		18,161
-------------
0 		420,705
-------------
0 		0
-------------
0
9Kenneth Kaiser
  VP, CFO & Treasurer 		(i)

(ii)		 398,052
-------------
0 		25,000
-------------
0 		0
-------------
0 		35,118
-------------
0 		18,161
-------------
0 		476,331
-------------
0 		0
-------------
0
10Larry Kaiser
  Sr. Exec. VP - Health Affairs 		(i)

(ii)		 1,642,646
-------------
0 		160,000
-------------
0 		4,200
-------------
0 		0
-------------
0 		22,185
-------------
0 		1,829,031
-------------
0 		0
-------------
0
11Kenneth Lawrence Jr
  Sr. VP - Gov't., Community and Public Affairs 		(i)

(ii)		 278,504
-------------
0 		20,000
-------------
0 		0
-------------
0 		35,118
-------------
0 		18,161
-------------
0 		351,783
-------------
0 		0
-------------
0
12Theresa A Powell
  VP - Student Affairs 		(i)

(ii)		 275,821
-------------
0 		8,000
-------------
0 		1,937
-------------
0 		35,118
-------------
0 		6,828
-------------
0 		327,704
-------------
0 		0
-------------
0
13Neil D Theobald
  President 		(i)

(ii)		 616,646
-------------
0 		70,000
-------------
0 		0
-------------
0 		35,117
-------------
0 		18,161
-------------
0 		739,924
-------------
0 		0
-------------
0
14Michele M Masucci
  VP - Research Administration 		(i)

(ii)		 278,186
-------------
0 		6,000
-------------
0 		5,000
-------------
0 		35,117
-------------
0 		6,828
-------------
0 		331,131
-------------
0 		0
-------------
0
15Francis Dunphy
  Head Coach - Men's Basketball 		(i)

(ii)		 536,600
-------------
0 		75,000
-------------
0 		611,754
-------------
0 		154,118
-------------
0 		15,577
-------------
0 		1,393,049
-------------
0 		0
-------------
0
16Michael Weaver
  Surgeon 		(i)

(ii)		 171,146
-------------
0 		0
-------------
0 		786,790
-------------
0 		17,873
-------------
0 		21,936
-------------
0 		997,745
-------------
0 		0
-------------
0
17Matthew Rhule
  Head Coach - Football 		(i)

(ii)		 444,274
-------------
0 		355,000
-------------
0 		708,749
-------------
0 		29,118
-------------
0 		17,665
-------------
0 		1,554,806
-------------
0 		0
-------------
0
18Yoshiya Toyoda
  Surgeon 		(i)

(ii)		 172,823
-------------
0 		195,000
-------------
0 		699,700
-------------
0 		19,238
-------------
0 		6,945
-------------
0 		1,093,706
-------------
0 		0
-------------
0
19Verdi DiSesa
  COO & Vice Dean Clinical Affairs 		(i)

(ii)		 815,627
-------------
0 		82,000
-------------
0 		0
-------------
0 		29,118
-------------
0 		16,447
-------------
0 		943,192
-------------
0 		0
-------------
0
20Timothy O'Rourke
  Former VP - Computer & Information Services 		(i)

(ii)		 249,590
-------------
0 		0
-------------
0 		0
-------------
0 		11,672
-------------
0 		4,446
-------------
0 		265,708
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a First-class or charter travel Senior officers of the University are permitted to fly business class on flights of more than 2,000 miles from the origin to the final destination provided that such travel is not supported by tuition, Commonwealth funds or grants or contracts.
Schedule J, Part I, Line 1a Travel for companions The University provides travel reimbursement for certain senior officer's spouses, where a legitimate business purpose exists for the spouse to accompany the officer.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use In accordance with the President's employment agreement, the University provides the President a residence for University and personal use.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees The University pays for a social club membership that its President and other University personnel use primarily for business purposes.
Schedule J, Part I, Line 1a Personal services In accordance with the President's employment agreement, the University provides the President a car and driver for University business.
Schedule J, Part I, Line 7 Non-fixed payments Additional payments were paid to Officers who met prior fiscal year organizational goals
Schedule J (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number
23-1365971
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Pennsylvania Higher Education Facilities Authority Series 2012
  		23-2243852 70917RAW3 10-03-2012 225,756,526 See Schedule K, Part VI   X   X   X
B Pennsylvania Higher Education Facilities Authority Series 2010A
  		23-2243852 70917RA21 04-22-2010 50,370,429 See Schedule K, Part VI   X   X   X
C Philadelphia Authority for Industrial Development First Series of 2015 and
First Series of 2016 		23-2237287 717794AM3 07-08-2015 291,571,763 See Schedule K, Part VI   X   X   X
D Philadelphia Authority for Industrial Development Second Series 2016
  		22-2237287 717794BS9 02-18-2016 91,258,537 See Schedule K, Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 15,130,000 34,595,000 3,465,000 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 226,790,289 50,605,199 292,379,352 91,258,537
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 11,776 531,816 566,088 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,116,470 272,681 1,430,000 518,666
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 225,661,858 17,168,503 27,322,113 0
11 Other spent proceeds ............. 0 32,632,199 197,174,035 90,739,871
12 Other unspent proceeds ............. 185 0 65,887,116 0
13 Year of substantial completion ............. 2016 2014 2021 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? .....   X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X     X X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 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 ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 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 ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X X   X  
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part VI Supplemental information Part I, Column (f), Purpose of Tax Exempt Bonds: A) First Series of 2012 - Design, develop, install and construct various capital project, pay costs for issuing the bonds. B) First Series of 2010A - Refunding of a portion of the Authority's outstanding Temple University Revenue Bonds, First Series of 1998, design, develop, install and construct various capital project, pay costs for issuing the bonds. C)First Series of 2015 and 2016 - Refunding of portion of the outstanding Temple University Revenue Bonds, First Series of 2006, design, develop, install and construct various capital projects, pay for costs for issuing the bonds. D)Second Series of 2016 - Refunding of a portion of the outstanding Temple University Revenue Bonds, First Series of 2006, pay costs for issuing the bonds. Part II, Line 3, Column A - Includes investment earnings of $1,033,763. Part II, Line 3, Column B - Includes investment earnings of $234,770. Part II, Line 3, Column C - Includes investment earnings of $807,589.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: Pennsylvania Higher Education Facilities Authority, Series 2012 The calculation for computing no rebate due was performed on 04/22/2016
Schedule K, Part IV, Line 2c COLUMN B Issuer name: Pennsylvania Higher Education Facilities Authority, Series 2010A The calculation for computing no rebate due was performed on 04/22/2016
Schedule K, Part IV, Line 2c COLUMN C Issuer name: Philadelphia Authority for Industrial Development, First Series of 2015 and First Series of 2016 The calculation for computing no rebate due was performed on 07/01/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: Philadelphia Authority for Industrial Development, Second Series 2016 The calculation for computing no rebate due was performed on 07/01/2016
Schedule K (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v3.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PNC BANK
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 754,000 BANKING SERVICES   No
(2) COMCAST
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 915,000 COMMUNICATIONS SERVICES   No
(3) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 183,000 REAL ESTATE SERVICES   No
(4) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 4,551,000 ADVERTISING SERVICES   No
(5) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 128,000 EDUCATIONAL SERVICES   No
(6) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 215,000 DOCUMENT SERVICES   No
(7) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 820,000 LEGAL SERVICES   No
(8) SUBSTANTIAL CONTRIBUTOR
  		SUBSTANTIAL CONTRIBUTOR 388,000 LEGAL SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 3 87,300 Market value
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 389,170 Market value
5 Clothing and household
goods ....... 		X 2,648 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 40 965,633 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies . X 3 137,476 Market value
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 4 1,798,286 Market value
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
2
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS ART - WORKS OF ART: NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS: NUMBER OF CONTRIBUTIONS CLOTHING AND HOUSEHOLD: NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS DRUGS AND MEDICAL SUPPLIES: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS
Schedule M (Form 990) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Return Reference Explanation
Form 990, Part III, Line 4d QUESTION 4(D) AUXILIARY ENTERPRISES - INCLUDES INTERCOLLEGIATE ATHLETICS, STUDENT RESIDENCES, TEMPLE UNIVERSITY PRESS, PARKING LOTS, BOOKSTORES, AND SNACK SHOPS.
Form 990, Part III, Line 4d QUESTION 4(D) SCHOLARSHIPS & FELLOWSHIPS - INCLUDES GRANTS-IN-AID, TRAINEE STIPENDS, TUITION AND FEE WAIVERS, AND PRIZES TO UNDERGRADUATE STUDENTS. FELLOWSHIPS INCLUDE GRANTS-IN-AID AND TRAINEE STIPENDS TO GRADUATE STUDENTS.
Form 990, Part III, Line 4d QUESTION 4(D) PUBLIC SERVICE - INCLUDES EXPENDITURES FOR NON-INSTRUCTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 279,991,000 including grants of $ 128,802,000)(Revenue $ 116,510,000) OTHER PROGRAM SERVICES Listed Below:
Form 990, Part VI, Line 1a Delegate broad authority to a committee Pursuant to the University's Bylaws, the Executive Committee of the Board of Trustees consists of the Chair of the Board, the President and at least eleven voting members of the Board appointed by the Chair of the Board, subject to the approval of the Board. The Executive Committee is authorized to act on behalf of the Board between meetings of the Board.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Commonwealth of Pennsylvania appoints 12 members of Temple University's 36 member Board of Trustees.
Form 990, Part VI, Line 11b Review of form 990 by governing body Temple University's form 990 is reviewed by management, University Counsel, outside counsel and the University's audit committee prior to being submitted to the University's Board of Trustees.
Form 990, Part VI, Line 12c Conflict of interest policy Persons subject to the University's conflict of interest policies submit annual disclosures regarding business, charitable and other relationships. Where a potential conflict is identified in such disclosures, the information is subject to further review. In the case of trustees, these submissions are reviewed by a committee of the Board of Trustees. In the case of a faculty member, these submissions are reviewed by the cognizant Dean and University Counsel. In each case where an identified conflict is confirmed, the reviewing committee or officials require action to eliminate the conflict or establish a management plan to address the conflict.
Form 990, Part VI, Line 15a Process to establish compensation of top management official The University's Department of Human Resources engages in a review of the job responsibilities of the president, obtains comparability data and performs a market analysis of persons holding similar positions in other public and private universities. The University obtains independent review by a third party contractor regarding reasonableness of compensation of the president. Data is provided to the president and to the Board of Trustees' Executive Committee and Executive Compensation Subcommittee, each composed of individuals independent of the officers (president recuses and absents himself from discussion and vote on his own compensation). The outside contractor documents its review and findings, and contemporaneous minutes of the meetings of the Committees are produced and maintained.
Form 990, Part VI, Line 15b Process to establish compensation of other employees The University's Department of Human Resources engages in a review of the job responsibilities of the officers, deans and senior staff, obtains comparability data and performs a market analysis of persons holding similar positions in other public and private universities. The University obtains independent review by a third party contractor regarding reasonableness of compensation of the officers, deans and senior staff. Data is provided to the president and to the Board of Trustees' Executive Committee and Executive Compensation Subcommittee, each composed of individuals independent of the officers. The outside contractor documents its review and findings, and contemporaneous minutes of the meetings of the Committees are produced and maintained.
Form 990, Part VI, Line 19 Required documents available to the public The University makes its governing documents, conflict of interest policy and financial statements available to the public on its web site http://www.temple.edu/about/public-information
Form 990, Part VIII, Line 5 Royalties The University receives royalty income from several sources, primarily from patents and the licensing of intellectual property. The licensed intellectual property typically includes technical knowledge and the University's name and logo, for example, in connection with an affinity credit card program and University-related sports publications and special events.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Temple University - Of the Commonwealth System of Higher Education
 
Employer identification number

23-1365971
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) TEMPLE CENTER FOR POPULATION HEALTH LLC
TUHS Corp 2450 Hunting Park Ave
Philadelphia,PA19129
46-4556027 		HEALTH CARE PA     Temple University Health System Inc
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)AMERICAN ONCOLOGIC HOSPITAL
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-1352156 		HEALTH CARE PA 501(c)(3 3 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(2)EPISCOPAL HOSPITAL
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-1365351 		HEALTH CARE PA 501(c)(3 Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(3)FOX CHASE CANCER CENTER MEDICAL GROUP INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
45-4540585 		HEALTH CARE PA 501(c)(3 3 AMERICAN ONCOLOGIC HOSPITAL
 
Yes
 
(4)FOX CHASE NETWORK INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2467337 		HEALTH CARE PA 501(c)(3 Type II AMERICAN ONCOLOGIC HOSPITAL
 
Yes
 
(5)INSTITUTE FOR CANCER RESEARCH
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-6296135 		HEALTH CARE DE 501(c)(3 4 AMERICAN ONCOLOGIC HOSPITAL
 
Yes
 
(6)JEANES HOSPITAL
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2826045 		HEALTH CARE PA 501(c)(3 3 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(7)TEMPLE HEALTH SYSTEM TRANSPORT TEAM INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
75-3084023 		HEALTH CARE PA 501(c)(3 9 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(8)TEMPLE PHYSICIANS INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2790607 		HEALTH CARE PA 501(c)(3 9 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(9)TEMPLE UNIVERSITY HEALTH SYSTEM FOUNDATION
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2916108 		HEALTH CARE PA 501(c)(3 Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(10)TEMPLE UNIVERSITY HEALTH SYSTEM INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2825881 		HEALTH CARE PA 501(c)(3 Type I TEMPLE UNIVERSITY
 
Yes
 
(11)TEMPLE UNIVERSITY HOSPITAL INC
TUHS CORP 2450 HUNTING PARK AVE

PHILADELPHIA,PA19129
23-2825878 		HEALTH CARE PA 501(c)(3 3 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(12)TEMPLE UNIVERSITY ALUMNI ASSOCIATION
300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA19122
23-2930242 		EDUCATION PA 501(c)(3 5 NA
 
 
No
(13)TEMPLE UNIVERSITY LAW FOUNDATION
300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA19122
23-6407459 		EDUCATION PA 501(c)(3 Type III-FI NA
 
 
No
(14)TEMPLE UNIVERSITY SCHOOL OF PODIATRIC MEDICINE INC
300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA19122
23-1596240 		EDUCATION PA 501(c)(3 Type I TEMPLE UNIVERSITY
 
Yes
 
(15)TUMP OFFICES INC
300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA19122
91-1872296 		REAL ESTATE HOLDING PA 501(c)(2   TEMPLE UNIVERSITY
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) FOX CHASE LTD

TUHS CORP 2450 HUNTING PARK AVE
PHILADELPHIA,PA19129
23-2396731 		HEALTH CARE PA AMERICAN ONCOLOGIC HOSPITAL
  		C Corporation       Yes  
(2) GLOBAL TECHNOLOGY MANAGEMENT CORP

300 SULLIVAN HALL 1330 W BERKS ST
PHILADELPHIA,PA19122
23-3007767 		INACTIVE PA NA
  		C Corporation 0 0 100 %    
(3) GOOD SAMARITAN INSURANCE CO LTD

PO BOX HM1179 CEDAR HOUSE
  HAMILTON HM12  
BD
98-1203425 		REINSURANCE BD NA
  		  7,336,000 40,534,000 100 % Yes  
(4) TEMPLE EDUCATIONAL SUPPORT SERVICES LTD

2-8-12 MINAMI AZABU MINATO-KU
  TOKYO  
JA
EDUCATION JA TEMPLE UNIVERSITY
  		  23,598,000 7,821,000 100 % Yes  
(5) TUHS INSURANCE CO LTD

TUHS CORP 2450 HUNTING PARK AVE
PHILADELPHIA,PA19129
98-1203189 		REINSURANCE BD TEMPLE UNIVERSITY HEALTH SYSTEM INC
  		  13,861,000 61,148,000 100 % Yes  




Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 A 2,638,000 FMV
(2) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 J 12,060,000 FMV
(3) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 K 6,058,000 FMV
(4) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 O 12,029,000 FMV
(5) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 P 3,743,000 FMV
(6) TEMPLE UNIVERSITY HEALTH SYSTEMS INC

 Q 121,305,000 FMV
(7) TEMPLE EDUCATIONAL SUPPORT SERVICES LTD

 L 1,800,000 FMV
(8) GOOD SAMARITAN INSURANCE CO LTD

 M 6,140,000 FMV
(9) GOOD SAMARITAN INSURANCE CO LTD

 F 6,000,000 FMV
(10) TEMPLE UNIVERSITY ALUMNI ASSOCIATION

 C 6,000 FMV
(11) FOX CHASE CANCER CENTER

 C 40,000 FMV
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v3.0