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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
MERCYHURST UNIVERSITY
 
Employer identification number

25-0965430
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the 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
(1) Exception for Schools Not Required 40,940 Tuition Remission Financial Aid
(2) Exception for Schools Not Required 44,000 Merit Based Scholarship Financial Aid
(3) Exception for Schools Not Required 2,595 Need Based Scholarship Financial Aid
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2020
Schedule L (Form 990 or 990-EZ) 2020
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) H Jack Langer Heating and Plumbing
  		Trustee John H Langer owner 194,185 Heating and Plumbing Services   No
(2) Anne Zaphiris Sister of Trustee 97,060 Compensation and Benefits   No
(3) Joseph Morris Spouse of Trustee and Officer 90,079 Compensation and Benefits   No
(4) William Jeffress Spouse of Trustee 55,546 Compensation and Benefits   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV Trustee John H Langer is the owner of H. Jack Langer Heating and Plumbing. Anne Zaphiris is the sister of Trustee Peter Zaphiris and she is an employee of Mercyhurst University. Joseph Morris is the husband of Trustee and Officer Leanne Roberts and he is an employee of Mercyhurst University. William Jeffress is the husband of Trustee Andrea Jeffress, M.D. and he is an employee of Mercyhurst University.
Schedule L (Form 990 or 990-EZ) 2020


Additional Data


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