CLARK UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLARK UNIVERSITY (EIN 04-2111203)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-04
- IRS object ID
- 202420959349301107
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T09:38:30-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042111203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF CLARK UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 5087937455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE MANNING | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 5087937455 | PhoneNum |
| Signature | 2023-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIELLE | PersonFirstNm |
| Person Last | MANNING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID FITHIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $379,030,960 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLARKU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CLARK UNIVERSITY'S MISSION IS TO EDUCATE UNDERGRADUATE AND GRADUATE (CONTINUED ON SCHEDULE O)STUDENTS TO BE IMAGINATIVE AND CONTRIBUTING CITIZENS OF THE WORLD, AND TO ADVANCE THE FRONTIERS OF KNOWLEDGE AND UNDERSTANDING THROUGH RIGOROUS SCHOLARSHIP AND CREATIVE EFFORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2654 | TotalEmployeeCnt |
| Total Volunteers | 352 | TotalVolunteersCnt |
| Total Gross UBI | $382,747 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $127,131 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,337,756 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,850,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $168,073,935 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $188,308,957 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,505,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,362,999 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,524,940 | PYOtherRevenueAmt |
| CY Other Revenue | $5,418,439 | CYOtherRevenueAmt |
| PY Total Revenue | $198,442,361 | PYTotalRevenueAmt |
| CY Total Revenue | $226,941,247 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $84,920,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $90,347,643 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $86,850,453 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,672,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $114,462 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $38,596 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,166,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,971,617 | PYOtherExpensesAmt |
| CY Other Expenses | $64,827,024 | CYOtherExpensesAmt |
| PY Total Expenses | $228,857,031 | PYTotalExpensesAmt |
| CY Total Expenses | $248,885,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$30,414,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,944,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $757,704,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $728,511,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $206,576,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $201,252,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $551,127,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $527,258,993 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CLARK UNIVERSITY'S MISSION IS TO EDUCATE UNDERGRADUATE AND GRADUATE STUDENTS TO BE IMAGINATIVE AND CONTRIBUTING CITIZENS OF THE WORLD, AND TO ADVANCE THE FRONTIERS OF KNOWLEDGE AND UNDERSTANDING THROUGH RIGOROUS SCHOLARSHIP AND CREATIVE EFFORT. (CONTINUED ON SCHEDULE O) CLARK FOSTERS A COMMITMENT TO EXCELLENCE IN STUDYING TRADITIONAL ACADEMIC DISCIPLINES, AS WELL AS INNOVATION IN EXPLORING QUESTIONS THAT CROSS DISCIPLINARY BOUNDARIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $92,619,124 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $169,105,460 | RevenueAmt |
| Desc | INSTRUCTION AND ACADEMIC SUPPORT: CLARK'S FALL 2022 ENROLLMENT CONSISTED OF 2,389 UNDERGRADUATES AND 1,412 GRADUATE STUDENTS. OUR MOTTO - AND MISSION - IS "CHALLENGE CONVENTION; CHANGE OUR WORLD", AND OUR FACULTY MEMBERS WORK TO INSPIRE THEIR STUDENTS TO UTILIZE THEIR LIBERAL ARTS BASED EDUCATION TO MAKE A REAL DIFFERENCE IN THE COMMUNITIES IN WHICH THEY LIVE AND WORK. WE ALSO HAVE STRONG GRADUATE PROGRAMS, WHICH INCLUDE MASTERS' LEVEL DEGREES AND EIGHT PHD PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $87,321,843 | ExpenseAmt |
| Grant | $87,321,843 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL AID: CLARK IS COMMITTED TO BEING AFFORDABLE TO THOSE STUDENTS ABLE TO MEET THE HIGH ACADEMIC EXPECTATIONS OF OUR FACULTY. APPROXIMATELY 95% OF UNDERGRADUATE STUDENTS RECEIVE SOME LEVEL OF FINANCIAL ASSISTANCE, WHICH IS DISTRIBUTED ON THE BASIS OF BOTH MERIT AND FINANCIAL NEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,317,929 | ExpenseAmt |
| Grant | $3,025,800 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH: CLARK IS COMMITTED TO A PROGRAM OF RESEARCH AND HAS A VERY PROFESSIONALLY ACTIVE FACULTY, VIRTUALLY ALL OF WHOM ARE ENGAGED IN SPONSORED OR UNSPONSORED RESEARCH AND CREATIVE ACTIVITY. UNDERGRADUATE AND GRADUATE STUDENTS PARTICIPATE EXTENSIVELY IN FACULTY-DIRECTED RESEARCH. RESEARCH IS FUNDED BY BOTH PRIVATE AND PUBLIC GRANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,079,997 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,324,586 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDES PROVIDING HIGH QUALITY RESIDENCE HALLS, FOOD SERVICE, AND CAMPUS STORE SERVICES TO CLARK STUDENTS.STUDENT SERVICES PROGRAMS SUPPORT AN ENVIRONMENT FOR STUDENTS THAT ENCOURAGES THEM TO BECOME ACTIVE, INVOLVED AND RESPONSIBLE CITIZENS IN GLOBAL COMMUNITIES. RESOURCES ARE EXPENDED TO PROVIDE SUPPORT TO STUDENTS IN ACHIEVING THEIR NON-ACADEMIC GOALS AND PROVIDING A BALANCED AND HEALTHY SOCIAL ENVIRONMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,079,997 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,324,586 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $238,338,893 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5292 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2654 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE RANDALL | PersonNm |
| Phone | 5084213804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANI APRAHAMIAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON M BARNETT | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONELLA BROCKINGTON | ||||||||||
| TRUSTEE (AS OF 07/2022) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| INGRID BUSSON-HALL | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY CANNON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN CHERRY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROY DINICOLA | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONA DOMOSH | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSS GILLMAN | ||||||||||
| CHAIR (THRU 06/2022)/TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DANIEL HIRSCH | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN HUGHES-CROMWICK | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCIE JULIAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY LABOVICH | ||||||||||
| TRUSTEE/CHAIR (AS OF 07/2022) | 15.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LAWRENCE LANDRY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA MICHAEL-WOLPERT | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTONIO MOLESTINA | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARLENE MORRIS | ||||||||||
| TRUSTEE (AS OF 07/2022) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERICA PENN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE PLAVE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH POKU | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICKIE H RICCARDO | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON SHAICH | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID STRASSLER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONY TILTON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDI J TRILLING | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE WEILLER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LORI WITTMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID FITHIAN | ||||||||||
| PRESIDENT | 40.00 | 0.00 | $989,534 | $0 | $103,042 | Yes (X) | ||||
| DANIELLE MANNING | ||||||||||
| EXECUTIVE VICE PRESIDENT & TREASURER | 40.00 | 0.00 | $378,139 | $0 | $44,779 | Yes (X) | ||||
| KENDALL ISAAC | ||||||||||
| GEN COUNSEL & SECRETARY | 40.00 | 0.00 | $335,225 | $0 | $68,998 | Yes (X) | ||||
| ANNE RANDALL | ||||||||||
| ASSISTANT TREASURER | 40.00 | 0.00 | $161,584 | $0 | $10,495 | Yes (X) | ||||
| DAVID CHEARO | ||||||||||
| VP PLANNING & CHIEF OF STAFF | 40.00 | 0.00 | $251,218 | $0 | $57,176 | Yes (X) | ||||
| SEBASTIAN ROYO | ||||||||||
| PROVOST | 40.00 | 0.00 | $345,738 | $0 | $68,998 | Yes (X) | ||||
| MEREDITH TWOMBLEY | ||||||||||
| VP ADMISSIONS & FINANCIAL AID | 40.00 | 0.00 | $202,440 | $0 | $49,798 | Yes (X) | ||||
| JEFFREY HITE GILLOOLY | ||||||||||
| VP OF ADVANCEMENT (THRU 06/2022) | 40.00 | 0.00 | $402,194 | $0 | $58,045 | Yes (X) | ||||
| MARGO FOREMAN | ||||||||||
| VP & CHIEF DIVERSITY OFFICER | 40.00 | 0.00 | $238,774 | $0 | $48,720 | Yes (X) | ||||
| JILL FRIEDMAN | ||||||||||
| VP MARKETING & COMMUNICATIONS | 40.00 | 0.00 | $277,785 | $0 | $41,033 | Yes (X) | ||||
| JOSEPH CORAZZINI | ||||||||||
| VP GOVT & COMM AFFAIRS | 40.00 | 0.00 | $214,473 | $0 | $28,630 | Yes (X) | ||||
| JOHN LABRIE | ||||||||||
| ASC PROVOST/DEAN OF PROF STUDIES | 40.00 | 0.00 | $294,027 | $0 | $65,218 | Yes (X) | ||||
| NADIA WARD | ||||||||||
| DIRECTOR MOSAKOWSKI INSTITUTE | 40.00 | 0.00 | $249,222 | $0 | $54,705 | Yes (X) | ||||
| ALAN EISNER | ||||||||||
| DEAN SCHOOL OF MANAGEMENT | 40.00 | 0.00 | $345,434 | $0 | $35,471 | Yes (X) | ||||
| JONATHAN KAPPEL | ||||||||||
| EXECUTIVE DIRECTOR PRINCIPLE GIFTS | 40.00 | 0.00 | $253,471 | $0 | $30,321 | Yes (X) | ||||
| KAMALA KIEM | ||||||||||
| ASSOC PROVOST & DEAN OF STUDENTS | 40.00 | 0.00 | $260,283 | $0 | $22,995 | Yes (X) | ||||
| DAVIS BAIRD | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $192,621 | $0 | $48,441 | Yes (X) | ||||
| YUKO AOYAMA | ||||||||||
| ASSOC PROVOST/DEAN OF RESEARCH | 40.00 | 0.00 | $214,401 | $0 | $32,621 | Yes (X) | ||||
| MATTHEW MALSKY | ||||||||||
| FORMER ASSC PROVOST& DEAN OF COLLEGE | 40.00 | 0.00 | $136,071 | $0 | $13,585 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,742,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $883,071 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 179 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHAWMUT DESIGN AND CONTRUCTION | |||||
| 560 HARRISON AVE | BOSTON | MA | 02118 | CONSTRUCTION MANAGEMENT-MACD BUILDING | $18,749,441 |
| SODEXO INC AFFILIATES | |||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | FOOD SERVICES | $6,345,845 |
| LAURING CONSTRUCTION CO INC | |||||
| 23 BRIGHAM RD | WORCESTER | MA | 01609 | CONSTRUCTION MANAGEMENT-MICHELSON THEATE | $4,410,034 |
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMNER STREET | MILFORD | MA | 01757 | CONSTRUCTION MANAGEMENT-GODDARD LIBRARY | $2,818,780 |
| ACELLA CONSTRUCTION CORPORATION | |||||
| 38 WASHINGTON STREET | PEMBROKE | MA | 02359 | CONSTRUCTION MANAGEMENT-SACKLER SCIENCE | $2,198,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,594,040 | GovernmentGrantsAmt |
| All Other Contributions | $15,256,812 | AllOtherContributionsAmt |
| Noncash Contributions | $370,373 | NoncashContributionsAmt |
| Total Contributions | $30,850,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $167,535,846 | $167,535,846 |
| HOUSING | 721310 | $10,708,518 | $10,708,518 |
| FOOD SERVICES | 722310 | $7,473,369 | $7,473,369 |
| GEOGRAPHIC SOFTWARE | 900099 | $325,875 | $325,875 |
| CAMPUS STORE | 900099 | $239,411 | $239,411 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,025,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,025,938 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $188,308,957 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,866,466 | TotalRevenueColumnAmt |
| Exclusion | $2,866,466 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $210,709 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $727,224 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $358,283 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $368,941 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,941 | TotalRevenueColumnAmt |
| Exclusion | $368,941 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,666,194 | SecuritiesAmt |
| Other | $51,561,769 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,056,046 | SecuritiesAmt |
| Other | $56,675,384 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,610,148 | SecuritiesAmt |
| Other | -$5,113,615 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$503,467 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $382,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$886,214 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| NEW MTK TAX CRED GAIN | 900099 | $3,928,409 | $3,928,409 | |
| ENERGY INCENT./GRANTS | 900099 | $191,654 | $191,654 | |
| INSUR. INCENT./REBATES | 900099 | $113,081 | $113,081 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $605,645 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,838,789 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,941,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,430,046 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $382,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,277,602 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,646,144 | TotalAmt |
| Program Services | $1,646,144 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,519,104 | TotalAmt |
| Program Services | $88,519,104 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,395 | TotalAmt |
| Program Services | $182,395 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244,444 | TotalAmt |
| Program Services | $621,171 | ProgramServicesAmt |
| Management And General | $3,301,383 | ManagementAndGeneralAmt |
| Fundraising | $321,890 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,407,229 | TotalAmt |
| Program Services | $57,247,723 | ProgramServicesAmt |
| Management And General | $11,722,972 | ManagementAndGeneralAmt |
| Fundraising | $2,436,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,687,505 | TotalAmt |
| Program Services | $3,905,017 | ProgramServicesAmt |
| Management And General | $622,600 | ManagementAndGeneralAmt |
| Fundraising | $159,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,584,943 | TotalAmt |
| Program Services | $6,994,764 | ProgramServicesAmt |
| Management And General | $1,326,168 | ManagementAndGeneralAmt |
| Fundraising | $264,011 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,748,575 | TotalAmt |
| Program Services | $3,900,097 | ProgramServicesAmt |
| Management And General | $687,739 | ManagementAndGeneralAmt |
| Fundraising | $160,739 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,158 | TotalAmt |
| Program Services | $655,158 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,678 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
| Management And General | $418,678 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,710 | TotalAmt |
| Management And General | $270,710 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,596 | TotalAmt |
| Fundraising | $38,596 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,585 | TotalAmt |
| Management And General | $1,293,585 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,152,862 | TotalAmt |
| Program Services | $14,423,110 | ProgramServicesAmt |
| Management And General | $509,118 | ManagementAndGeneralAmt |
| Fundraising | $220,634 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,396 | TotalAmt |
| Program Services | $231,317 | ProgramServicesAmt |
| Management And General | $540,765 | ManagementAndGeneralAmt |
| Fundraising | $314 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,809 | TotalAmt |
| Program Services | $3,194,931 | ProgramServicesAmt |
| Management And General | $365,511 | ManagementAndGeneralAmt |
| Fundraising | $434,367 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,489,380 | TotalAmt |
| Program Services | $2,434,835 | ProgramServicesAmt |
| Management And General | $52,170 | ManagementAndGeneralAmt |
| Fundraising | $2,375 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,132 | TotalAmt |
| Program Services | $1,010,701 | ProgramServicesAmt |
| Management And General | $224,429 | ManagementAndGeneralAmt |
| Fundraising | $199,002 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,894,895 | TotalAmt |
| Program Services | $7,511,107 | ProgramServicesAmt |
| Management And General | $71,187 | ManagementAndGeneralAmt |
| Fundraising | $312,601 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,670,152 | TotalAmt |
| Program Services | $2,380,555 | ProgramServicesAmt |
| Management And General | $77,275 | ManagementAndGeneralAmt |
| Fundraising | $212,322 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,720 | TotalAmt |
| Program Services | $1,343,621 | ProgramServicesAmt |
| Management And General | $183,389 | ManagementAndGeneralAmt |
| Fundraising | $203,710 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,399,988 | TotalAmt |
| Program Services | $4,010,804 | ProgramServicesAmt |
| Management And General | $387,942 | ManagementAndGeneralAmt |
| Fundraising | $1,242 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,436,353 | TotalAmt |
| Program Services | $8,292,137 | ProgramServicesAmt |
| Management And General | $1,084,287 | ManagementAndGeneralAmt |
| Fundraising | $59,929 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,406 | TotalAmt |
| Program Services | $6,907 | ProgramServicesAmt |
| Management And General | $992,919 | ManagementAndGeneralAmt |
| Fundraising | $32,580 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER FOOD SERVICE | $5,908,066 | $5,908,066 | $0 | $0 |
| STUDY ABROAD/AWAY | $1,766,272 | $1,766,272 | $0 | $0 |
| LIBRARY ACQUISITIONS | $1,576,014 | $1,576,013 | $1 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,448 | TotalAmt |
| Program Services | $20,571,944 | ProgramServicesAmt |
| Management And General | -$19,751,896 | ManagementAndGeneralAmt |
| Fundraising | $1,105,400 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,885,959 | TotalAmt |
| Program Services | $238,338,893 | ProgramServicesAmt |
| Management And General | $4,380,932 | ManagementAndGeneralAmt |
| Fundraising | $6,166,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,460 | BOYAmt |
| EOY | $235,854 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,801,520 | BOYAmt |
| EOY | $56,487,522 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,469,212 | BOYAmt |
| EOY | $8,477,856 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,159 | BOYAmt |
| EOY | $1,855,270 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,651,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,958 | BOYAmt |
| EOY | $1,460,161 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,378,773 | BOYAmt |
| EOY | $4,369,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $354,958,607 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165,915,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,990,628 | BOYAmt |
| EOY | $189,042,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,472,390 | BOYAmt |
| EOY | $11,470,961 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,816,015 | BOYAmt |
| EOY | $451,677,645 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,104,784 | BOYAmt |
| EOY | $1,365,639 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,104,193 | BOYAmt |
| EOY | $2,068,210 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,704,092 | BOYAmt |
| EOY | $728,511,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,275,812 | BOYAmt |
| EOY | $23,860,351 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,612,102 | BOYAmt |
| EOY | $10,492,371 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,457,777 | BOYAmt |
| EOY | $154,487,366 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,230,838 | BOYAmt |
| EOY | $12,412,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,576,529 | BOYAmt |
| EOY | $201,252,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,300,514 | BOYAmt |
| EOY | $132,424,916 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,827,049 | BOYAmt |
| EOY | $394,834,077 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,127,563 | BOYAmt |
| EOY | $527,258,993 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,704,092 | BOYAmt |
| EOY | $728,511,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,944,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,679,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,756,088 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,144,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,963,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,420,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,337,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,850,852 | CurrentTaxYearAmt |
| Total | $121,717,134 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,144,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,963,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,420,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,337,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,850,852 | CurrentTaxYearAmt |
| Total | $121,717,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,247,628 | SubstantialContributorsTotAmt |
| Public Support Total170 | $117,469,506 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,865,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,195,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,258,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,741,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,804,399 | CurrentTaxYearAmt |
| Total | $14,864,870 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,928,409 | CurrentTaxYearAmt |
| Total | $3,928,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $140,510,413 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $832,626,699 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NEW MTK TAX CRED GAIN - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 3,928,409. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $27,584 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $27,584 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THERE WERE NO PAID LOBBYISTS FOR FY23. A SMALL PORTION OF THE PRESIDENT'S AND VP FOR GOVERNMENT AND COMMUNITY AFFAIRS' TIME IS SPENT MEETING WITH AND CALLING GOVERNMENT OFFICIALS. ADDITIONALLY, THE UNIVERSITY PAYS DUES AND/OR MEMBERSHIP FEES OF APPROXIMATELY $77,000 TO SEVERAL MEMBERSHIP ORGANIZATIONS. AN UNKNOWN PORTION OF THIS DUES MAY BE USED FOR LOBBYING ON THE UNIVERSITY'S BEHALF. THE UNIVERSITY PAID $301 TO REGISTER THE VP OF GOVERNMENT AND COMMUNITY AFFAIRS AS A LOBBYIST IN MA. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $487,169,066 | BeginningYearBalanceAmt |
| Contributions | $3,862,820 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,067,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,920,640 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,446,767 | OtherExpendituresAmt |
| Administrative Expenses | $2,412,521 | AdministrativeExpensesAmt |
| End Year Balance | $451,184,607 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $506,185,358 | BeginningYearBalanceAmt |
| Contributions | $4,737,283 | ContributionsAmt |
| Investment Earnings Or Losses | -$135,179 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,663,936 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,761,323 | OtherExpendituresAmt |
| Administrative Expenses | $2,193,138 | AdministrativeExpensesAmt |
| End Year Balance | $487,169,066 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $410,636,307 | BeginningYearBalanceAmt |
| Contributions | $2,172,934 | ContributionsAmt |
| Investment Earnings Or Losses | $117,723,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,110,181 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,118,293 | OtherExpendituresAmt |
| Administrative Expenses | $2,118,599 | AdministrativeExpensesAmt |
| End Year Balance | $506,185,358 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,571,575 | BeginningYearBalanceAmt |
| Contributions | $11,816,086 | ContributionsAmt |
| Investment Earnings Or Losses | $2,331,792 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,724,954 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,260,537 | OtherExpendituresAmt |
| Administrative Expenses | $2,097,655 | AdministrativeExpensesAmt |
| End Year Balance | $410,636,307 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $436,869,340 | BeginningYearBalanceAmt |
| Contributions | $1,370,351 | ContributionsAmt |
| Investment Earnings Or Losses | -$336,747 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,470,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,837,913 | OtherExpendituresAmt |
| Administrative Expenses | $2,022,648 | AdministrativeExpensesAmt |
| End Year Balance | $417,571,575 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,100,676 | OtherCostOrOtherBasisAmt |
| Book Value | $17,100,676 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,199,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $145,860,355 | DepreciationAmt |
| Book Value | $94,338,677 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,013 | DepreciationAmt |
| Book Value | $179,697 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,121,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,538,106 | DepreciationAmt |
| Book Value | $8,583,307 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,280,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,440,157 | DepreciationAmt |
| Book Value | $68,840,619 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $189,042,976 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARTNERSHIPS/ALTERNATIVE INVESTMENTS | $450,703,129 | F |
| OTHER | $974,516 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $451,677,645 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $5,102,484 |
| PERKINS FEDERAL LIABILITY CONTRA | $1,606,764 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $2,208,153 |
| RIGHT OF USE LEASE OBLIGATION | $1,074,529 |
| MISC TAX AND RELATED ITEMS | $800,596 |
| OTHER LIABILITIES | $1,619,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,412,147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY HOUSES CERTAIN COLLECTIONS OF WORKS OF ART, LITERARY WORKS AND ARTIFACTS. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH, AND THE FURTHERANCE OF PUBLIC SERVICE. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, THESE COLLECTIONS ARE NOT RECORDED OR CAPITALIZED FOR FINANCIAL STATEMENT PURPOSES. |
| PART III, LINE 4: | CLARK UNIVERSITY HAS ART AND BOOK COLLECTIONS THAT ARE USED BY STUDENTS AND FACULTY TO ENHANCE CURRICULUM. ON OCCASION, THESE WORKS HAVE BEEN ACCESSED FOR SCHOLARLY RESEARCH. |
| PART V, LINE 4: | THE UNIVERSITY HAS ADOPTED AN ENDOWMENT INVESTMENT PHILOSOPHY, WHICH COMBINED WITH THE SPENDING RATE, ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF RETURNS THEREBY MAKING FUNDS AVAILABLE TO PROGRAMS THAT ARE SUPPORTED BY ITS ENDOWMENT, WHILE AT THE SAME TIME SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS, BOARD-DESIGNATED FUNDS. UNDER THE UNIVERSITY'S INVESTMENT POLICY AND SPENDING RATE, BOTH OF WHICH ARE APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AN INFLATION-ADJUSTED RETURN IN EXCESS OF THE SPENDING RATE OVER A LONG PERIOD OF TIME. THE USE OF THE DISTRIBUTION IS FOR MISSION RELATED ACTIVITIES INCLUDING STUDENT SCHOLARSHIPS, LIBRARY ACQUISITIONS, RESEARCH, ACADEMIC SUPPORT, STUDENT LOANS, AND INSTRUCTION. |
| PART X, LINE 2: | THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | POLICY IS PRINTED IN STUDENT HANDBOOKS, IS AVAILABLE ON THE SCHOOL WEBSITE, AND IS REFERENCED IN ALL PRINT MEDIA. THE UNIVERSITY ALSO PUBLICIZES ITS NON-DISCRIMINATORY POLICY IN ALL FACULTY AND STAFF JOB ADS. |
| SCHEDULE E, PART I, LINE 6 | TO PROVIDE FINANCIAL ASSISTANCE TO OUR STUDENTS, THE UNIVERSITY PARTICIPATES IN THE TITLE IV PROGRAM FOR PELL, DIRECT LENDING, CAMPUS WORK STUDY, AND SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS. THE PERKINS LOAN PROGRAM IS NO LONGER ACTIVE AS THE AUTHORITY FOR SCHOOLS TO MAKE NEW FEDERAL PERKINS LOANS ENDED SEPTEMBER 30, 2017. THE UNIVERSITY CONTINUES TO SERVICE EXISTING PERKINS BALANCES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (37 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS | $4,370 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | $16,978 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS | $115,363 | |
| NORTH AMERICA | 0 | 0 | GRANTS | $8,840 | |
| SOUTH AMERICA | 0 | 0 | GRANTS | $4,000 | |
| SOUTH ASIA | 0 | 0 | GRANTS | $2,139 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS | $77,702 | |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | $1,589 | CONFERENCES |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 19 | PROGRAM SERVICES | $120,336 | CONFERENCES |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $837 | CONFERENCES |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | $37,364 | CONFERENCES |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | $1,722 | CONFERENCES |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | $3,529 | CONFERENCES |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $14,441 | CONFERENCES |
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICES | $1,800 | CONFERENCES |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $2,964 | INSTRUCTION |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $361,574 | INSTRUCTION |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $551,042 | INSTRUCTION |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $939 | INSTRUCTION |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $67,244 | INSTRUCTION |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $2,234 | PROFESSIONAL DEVELOPMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $1,100 | PROFESSIONAL DEVELOPMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 10 | PROGRAM SERVICES | $83,236 | PROGRAM DEVELOPMENT |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $3,863 | PROGRAM DEVELOPMENT |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $57,700 | PROGRAM DEVELOPMENT |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $545 | PROGRAM DEVELOPMENT |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $616,957 | STUDENT RECRUITMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $440,548 | STUDENT RECRUITMENT |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $12,512 | STUDENT RECRUITMENT |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $35,574 | STUDENT RECRUITMENT |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $1,454,826 | STUDENT RECRUITMENT |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $27,540 | STUDENT RECRUITMENT |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $86,000 | STUDENT RECRUITMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $39,815 | ATHLETICS |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | INVESTMENTS | $131,678,128 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | INVESTMENTS | $11,923,000 | ||
| SUB-SAHARAN AFRICA | 0 | INVESTMENTS | $9,612,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 34 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Subtotal Spent | $230,981 | SubtotalSpentAmt |
| Continuation Spent | $157,239,516 | ContinuationSpentAmt |
| Total Spent | $157,470,497 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 2 | $4,370 | ELECTRONIC FUNDS TRANSFER |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 6 | $10,689 | ELECTRONIC FUNDS TRANSFER |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 24 | $74,585 | CHECK AND ELECTRONIC FUNDS TRANSFER |
| SCHOLARSHIPS | SOUTH AMERICA | 2 | $1,000 | ELECTRONIC FUNDS TRANSFER |
| SCHOLARSHIPS | SOUTH ASIA | 1 | $2,139 | ELECTRONIC FUNDS TRANSFER |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 1 | $17,195 | ELECTRONIC FUNDS TRANSFER |
| RESEARCH GRANTS | SUB-SAHARAN AFRICA | 1 | $57,917 | ELECTRONIC FUNDS TRANSFER |
| RESEARCH GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $14,500 | ELECTRONIC FUNDS TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | RESEARCH GRANT AWARD MONITORING: RECIPIENTS OF RESEARCH GRANT AWARDS ARE INFORMED OF REQUIREMENTS IMPOSED BY PROVISIONS OF GRANT AGREEMENTS, GOVERNING LAWS AND REGULATIONS, AND REQUIREMENTS IMPOSED BY THE UNIVERSITY. THE RECIPIENT'S ACTIVITIES ARE MONITORED BY THE PI (PRINCIPAL INVESTIGATOR) AND EXPENDITURES ARE MONITORED BY THE PI AND GRANT ACCOUNTING TO ENSURE AWARDS ARE USED FOR AUTHORIZED PURPOSES IN COMPLIANCE WITH GRANT AGREEMENTS, LAWS, REGULATIONS, AND REQUIREMENTS OF THE UNIVERSITY. THE PI ENSURES THE RECIPIENT SUBMITS PROGRESS REPORTS, TECHNICAL REPORTS AND OTHER DELIVERABLES TO THE PI BY SPECIFIED DUE DATES. GRANT ACCOUNTING IS RESPONSIBLE FOR TRACKING PAYMENTS MADE TO INDIVIDUALS OR ORGANIZATIONS AND WHERE PAYMENTS ARE SENT WHEN OUTSIDE OF THE US AS REQUIRED BY THE SCHEDULES F AND I - FORM 990. |
| PART I, LINE 3: | THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR EXPENDITURES AND GRANTS. THE GRANT AMOUNTS ON PART I, LINE 3 INCLUDE EXPENSES RELATED TO THE GRANTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVE | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING CONSULTANTS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $38,596 | RetainedByContractorAmt |
| Net To Organization | -$38,596 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $38,596 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$38,596 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON PRIVATE INDUSTRY COUNCIL INC | |||||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | 042676661 | 501(C)(3) | $325,000 | $0 | RESEARCH/TRAINING | |
| CAREERSOURCE TAMPA BAY | |||||||||
| 4902 EISENHOWER BLVD SUITE 250 | TAMPA | FL | 33543 | 593655316 | 501(C)(3) | $440,645 | $0 | RESEARCH/TRAINING | |
| CITY OF GREENSBORO | |||||||||
| 2301 WEST MEADOWVIEW ROAD | GREENSBORO | NC | 27407 | 566000230 | 115 | $26,450 | $0 | RESEARCH/TRAINING | |
| CITY OF WORCESTER | |||||||||
| 340 MAIN STREET SUITE 400 | WORCESTER | MA | 01608 | 046001418 | 115 | $509,188 | $0 | RESEARCH/TRAINING | |
| FULL EMPLOYMENT COUNCIL INC | |||||||||
| 1740 PASEO BLVD SUITE D | KANSAS CITY | MO | 64108 | 431377197 | 501(C)(3) | $33,225 | $0 | RESEARCH/TRAINING | |
| ICF INTERNATIONAL | |||||||||
| 9300 LEE HIGHWAY | FAIRFAX | VA | 22031 | 520893615 | $32,619 | $0 | RESEARCH | ||
| PARTNER4WORK | |||||||||
| 650 SMITHFIELD STREET SUITE 2400 | PITTSBURGH | PA | 15222 | 251898851 | 501(C)(3) | $39,904 | $0 | RESEARCH/TRAINING | |
| RESEARCH FOUNDATION OF CUNY | |||||||||
| 85 SAINT NICHOLAS TERRACE | NEW YORK | NY | 100311246 | 131988190 | 501(C)(3) | $30,925 | $0 | RESEARCH | |
| UNIVERSITY OF HAWAII | |||||||||
| 2440 CAMPUS RD OFFICE OF RESEARCH | HONOLULU | HI | 96822 | 996000354 | 115 | $18,413 | $0 | RESEARCH | SERVICES |
| UNIVERSITY OF MINNESOTA | |||||||||
| 505 ESSEX ST SE | MINNEAPOLIS | MN | 55455 | 416007513 | 115 | $5,716 | $0 | RESEARCH | |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | |||||||||
| 300 TURNER STREET NW | BLACKSBURG | VA | 24061 | 546001805 | 115 | $67,309 | $0 | RESEARCH | |
| WASHINGTON STATE UNIVERSITY | |||||||||
| 240 FRENCH ADMINISTRATION BLDG | PULLMAN | WA | 99164 | 916001108 | 115 | $86,732 | $0 | RESEARCH | |
| WASHINGTON UNIVERSITY | |||||||||
| 700 ROSEDALE AVE CB 1034 | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $26,528 | $0 | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND EDUCATIONAL SUPPORT | GrantTypeTxt |
| Recipient | 4336 | RecipientCnt |
| Cash Grant | $88,519,104 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANT AWARD MONITORING: RECIPIENTS OF RESEARCH GRANT AWARDS ARE INFORMED OF REQUIREMENTS IMPOSED BY PROVISIONS OF GRANT AGREEMENTS, GOVERNING LAWS AND REGULATIONS, AND REQUIREMENTS IMPOSED BY THE UNIVERSITY. THE RECIPIENT'S ACTIVITIES ARE MONITORED BY THE PI (PRINCIPAL INVESTIGATOR) AND EXPENDITURES ARE MONITORED BY THE PI AND GRANT ACCOUNTING TO ENSURE AWARDS ARE USED FOR AUTHORIZED PURPOSES IN COMPLIANCE WITH GRANT AGREEMENTS, LAWS, REGULATIONS, AND REQUIREMENTS OF THE UNIVERSITY. THE PI ENSURES THE RECIPIENT SUBMITS PROGRESS REPORTS, TECHNICAL REPORTS AND OTHER DELIVERABLES TO THE PI BY SPECIFIED DUE DATES. GRANT ACCOUNTING IS RESPONSIBLE FOR TRACKING PAYMENTS MADE TO INDIVIDUALS OR ORGANIZATIONS AND WHERE PAYMENTS ARE SENT WHEN OUTSIDE OF THE US AS REQUIRED BY THE SCHEDULES F AND I - FORM 990. EDUCATIONAL ASSISTANCE: EDUCATIONAL ASSISTANCE IS AWARDED BASED ON FINANCIAL NEED AND MERIT. NEED BASED ASSISTANCE IS AWARDED AFTER REVIEW OF THE STUDENT'S FAFSA, TAX RETURN INFORMATION, W-2 STATEMENTS, AND OTHER RELEVANT FINANCIAL DOCUMENTS. STUDENTS ARE REQUIRED TO MAINTAIN SATISFACTORY ACADEMIC PROGRESS IN ORDER TO CONTINUE TO BE ELIGIBLE FOR NEED BASED ASSISTANCE. STUDENTS' GRADE POINT AVERAGES AND EARNED UNITS ARE REVIEWED EACH ACADEMIC YEAR TO ENSURE SATISFACTORY ACADEMIC PROGRESS IS ACHIEVED. MERIT BASED EDUCATIONAL ASSISTANCE IS AWARDED TO STUDENTS VIA COMMITTEE. STUDENTS WHO ARE AWARDED MERIT BASED ASSISTANCE ARE REQUIRED TO MAINTAIN SATISFACTORY ACADEMIC PROGRESS IN ACCORDANCE WITH THE TERMS OF THE ASSISTANCE RECEIVED. NEED AND MERIT BASED EDUCATIONAL ASSISTANCE ARE FUNDED DIRECTLY TO THE STUDENT'S ACCOUNTS RECEIVABLE BALANCE TO OFFSET TUITION, FEES, AND ROOM AND BOARD. ANY RESULTING REFUNDS ARE ISSUED TO THE STUDENT. STUDENTS ARE GRANTED RESEARCH AWARDS BY THEIR ACADEMIC DEPARTMENTS AND WORK WITH FACULTY ADVISORS WHO MONITOR THE RESEARCH PERFORMED BY THE STUDENT. ACCOUNTING METHOD: THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR EXPENDITURES AND GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID FITHIAN | ||||||||||||||
| PRESIDENT | $777,514 | $0 | $156,060 | $0 | $55,960 | $0 | $30,500 | $0 | $72,542 | $0 | $1,092,576 | $0 | $0 | $0 |
| JEFFREY HITE GILLOOLY | ||||||||||||||
| VP OF ADVANCEMENT (THRU 06/2022) | $181,241 | $0 | $0 | $0 | $220,953 | $0 | $20,056 | $0 | $37,989 | $0 | $460,239 | $0 | $0 | $0 |
| DANIELLE MANNING | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & TREASURER | $343,969 | $0 | $34,170 | $0 | $0 | $0 | $30,500 | $0 | $14,279 | $0 | $422,918 | $0 | $0 | $0 |
| SEBASTIAN ROYO | ||||||||||||||
| PROVOST | $345,738 | $0 | $0 | $0 | $0 | $0 | $30,500 | $0 | $38,498 | $0 | $414,736 | $0 | $0 | $0 |
| KENDALL ISAAC | ||||||||||||||
| GEN COUNSEL & SECRETARY | $335,225 | $0 | $0 | $0 | $0 | $0 | $30,500 | $0 | $38,498 | $0 | $404,223 | $0 | $0 | $0 |
| ALAN EISNER | ||||||||||||||
| DEAN SCHOOL OF MANAGEMENT | $340,385 | $0 | $5,049 | $0 | $0 | $0 | $30,500 | $0 | $4,971 | $0 | $380,905 | $0 | $0 | $0 |
| JOHN LABRIE | ||||||||||||||
| ASC PROVOST/DEAN OF PROF STUDIES | $249,376 | $0 | $44,651 | $0 | $0 | $0 | $26,720 | $0 | $38,498 | $0 | $359,245 | $0 | $0 | $0 |
| JILL FRIEDMAN | ||||||||||||||
| VP MARKETING & COMMUNICATIONS | $277,785 | $0 | $0 | $0 | $0 | $0 | $28,017 | $0 | $13,016 | $0 | $318,818 | $0 | $0 | $0 |
| DAVID CHEARO | ||||||||||||||
| VP PLANNING & CHIEF OF STAFF | $228,268 | $0 | $22,950 | $0 | $0 | $0 | $24,234 | $0 | $32,942 | $0 | $308,394 | $0 | $0 | $0 |
| NADIA WARD | ||||||||||||||
| DIRECTOR MOSAKOWSKI INSTITUTE | $249,222 | $0 | $0 | $0 | $0 | $0 | $25,941 | $0 | $28,764 | $0 | $303,927 | $0 | $0 | $0 |
| MARGO FOREMAN | ||||||||||||||
| VP & CHIEF DIVERSITY OFFICER | $238,774 | $0 | $0 | $0 | $0 | $0 | $22,890 | $0 | $25,830 | $0 | $287,494 | $0 | $0 | $0 |
| JONATHAN KAPPEL | ||||||||||||||
| EXECUTIVE DIRECTOR PRINCIPLE GIFTS | $253,471 | $0 | $0 | $0 | $0 | $0 | $25,450 | $0 | $4,871 | $0 | $283,792 | $0 | $0 | $0 |
| KAMALA KIEM | ||||||||||||||
| ASSOC PROVOST & DEAN OF STUDENTS | $260,283 | $0 | $0 | $0 | $0 | $0 | $22,381 | $0 | $614 | $0 | $283,278 | $0 | $0 | $0 |
| MEREDITH TWOMBLEY | ||||||||||||||
| VP ADMISSIONS & FINANCIAL AID | $202,440 | $0 | $0 | $0 | $0 | $0 | $21,168 | $0 | $28,630 | $0 | $252,238 | $0 | $0 | $0 |
| YUKO AOYAMA | ||||||||||||||
| ASSOC PROVOST/DEAN OF RESEARCH | $214,401 | $0 | $0 | $0 | $0 | $0 | $21,523 | $0 | $11,098 | $0 | $247,022 | $0 | $0 | $0 |
| JOSEPH CORAZZINI | ||||||||||||||
| VP GOVT & COMM AFFAIRS | $214,473 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,630 | $0 | $243,103 | $0 | $0 | $0 |
| DAVIS BAIRD | ||||||||||||||
| PROFESSOR | $192,621 | $0 | $0 | $0 | $0 | $0 | $19,892 | $0 | $28,549 | $0 | $241,062 | $0 | $0 | $0 |
| ANNE RANDALL | ||||||||||||||
| ASSISTANT TREASURER | $161,584 | $0 | $0 | $0 | $0 | $0 | $10,003 | $0 | $492 | $0 | $172,079 | $0 | $0 | $0 |
| MATTHEW MALSKY | ||||||||||||||
| FORMER ASSC PROVOST& DEAN OF COLLEGE | $136,071 | $0 | $0 | $0 | $0 | $0 | $13,194 | $0 | $391 | $0 | $149,656 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: ONE TRIP FOR BUSINESS PURPOSES FOR THE PRESIDENT'S SPOUSE IN 2022. THE EXPENSE WAS NOT INCLUDED IN TAXABLE INCOME. HOUSING ALLOWANCE AND PERSONAL SERVICES: THE PRESIDENT IS REQUIRED TO LIVE IN CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE FAIR MARKET VALUE OF THE HOUSING IS INCLUDED AS A NONTAXABLE BENEFIT IN THE PRESIDENT'S COMPENSATION. THE VALUE OF ANY CLEANING SERVICES IS INCLUDED IN TAXABLE EARNINGS. GROSS-UP PAYMENTS: THE UNIVERSITY PAID PREMIUMS ON THE PRESIDENT'S LIFE INSURANCE POLICY, THE VALUE OF WHICH WAS GROSSED UP AND INCLUDED IN TAXABLE INCOME. SOCIAL CLUB MEMBERSHIPS: ONE SENIOR STAFF MEMBER WAS PROVIDED A SOCIAL CLUB MEMBERSHIP FOR THE PURPOSE OF UNIVERSITY ENTERTAINING. THE COST OF THE MEMBERSHIP WAS NOT INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 3 | THE UNIVERSITY'S BOARD OF TRUSTEES HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS CHARGED WITH ESTABLISHING THE PRESIDENT'S COMPENSATION AND APPROVING THE PRESIDENT'S WRITTEN EMPLOYMENT CONTRACT. THE COMMITTEE ENGAGES INDEPENDENT COMPENSATION CONSULTANTS AND REVIEWS COMPARABLE INDUSTRY DATA WHEN DETERMINING THE PRESIDENT'S COMPENSATION. THE EXECUTIVE COMPENSATION COMMITTEE EVALUATES THE PRESIDENT'S COMPENSATION ANNUALLY BASED ON THE TERMS OF HIS EMPLOYMENT CONTRACT, DOCUMENTING THEIR DELIBERATIONS AND THE RESULTING APPROVAL. |
| PART I, LINE 4A | AN INDIVIDUAL LISTED ON SCHEDULE J, PART II RECEIVED A SEVERANCE PAYMENT WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). |
| PART I, LINE 7 | CERTAIN LISTED INDIVIDUALS RECEIVED A BONUS SUBJECT TO APPROVAL BY THE BOARD. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERPA PROTECTED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FERPA PROTECTED | RelationshipWithOrgTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | MERIT | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA SPENCER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE DAUGHTER | RelationshipDescriptionTxt |
| Transaction | $41,198 | TransactionAmt |
| Transaction | COMP. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $370,373 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | CLARK UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). |
| PART I, LINE 32B: | WHEN THE UNIVERSITY RECEIVES NONCASH CONTRIBUTIONS OF SIGNIFICANT VALUE, CLARK ENGAGES OUTSIDE APPRAISERS TO DETERMINE THE VALUE AND WORKS WITH OTHER THIRD PARTIES AS NEEDED TO SELL NONCASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT & STRATEGIC RISK COMMITTEE OF THE BOARD OF TRUSTEES WAS AUTHORIZED AND REQUESTED TO REVIEW THE ADMINISTRATION'S DRAFT RESPONSES TO THE FORM 990. THIS WAS COMPLETED AT THE 2/2/2024 MEETING OF THE COMMITTEE. THE BOARD HAS AUTHORIZED SUBMISSION TO THE INTERNAL REVENUE SERVICE WITH THE APPROVAL OF THE AUDIT & STRATEGIC RISK COMMITTEE. IN ADDITION, A DRAFT OF THE 990 IS POSTED ON THE TRUSTEE WEB PAGE AND EACH MEMBER IS NOTIFIED OF THE OPPORTUNITY TO REVIEW BEFORE SUBMISSION. GRANT THORNTON REVIEWS THE FORM 990 THROUGHOUT ITS PREPARATION AND SIGNS THE FINAL FORM 990 AS A PAID PREPARER. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE, SENIOR ADMINISTRATOR, AND FACULTY MEMBER IS REQUIRED TO COMPLETE ANNUALLY A CONFLICT OF INTEREST DISCLOSURE FORM. FACULTY FORMS ARE REVIEWED BY THE GRANTS OFFICE WITHIN THE OFFICE OF ACADEMIC AFFAIRS. TRUSTEES AND SENIOR ADMINISTRATORS' DISCLOSURES ARE REVIEWED BY THE SECRETARY OF THE CORPORATION AND THE EXECUTIVE VICE PRESIDENT, WHO IS ALSO THE TREASURER OF THE BOARD OF TRUSTEES. IF A POTENTIAL CONFLICT ARISES, THE CHAIR OF THE AUDIT AND STRATEGIC RISK COMMITTEE WILL MEET WITH THE MEMBERS OF THE AUDIT AND STRATEGIC RISK COMMITTEE TO REVIEW THE POTENTIAL CONFLICT AND, IN CONSULTATION WITH THE BOARD CHAIR, MAKE A DETERMINATION ON WHAT, IF ANY, ACTION IS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES IS BASED UPON THE REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE UNIVERSITY'S BOARD OF TRUSTEES HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS CHARGED WITH ESTABLISHING THE PRESIDENT'S COMPENSATION AND APPROVING THE PRESIDENT'S WRITTEN EMPLOYMENT CONTRACT. THE COMMITTEE ENGAGES INDEPENDENT COMPENSATION CONSULTANTS AND REVIEWS COMPARABLE INDUSTRY DATA WHEN DETERMINING THE PRESIDENT'S COMPENSATION. BENEFITS AND COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BASED ON BENCHMARKING TOTAL COMPENSATION AT COMPARABLE INSTITUTIONS USING INPUT FROM SEARCH FIRMS AND OTHER EXTERNAL RESOURCES AS NEEDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | CLARK UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL DOCUMENTS ARE ALL CONSIDERED PUBLIC DOCUMENTS. THE GOVERNING DOCUMENTS, INCLUDING THE PROVISIONS OF JONAS CLARK'S WILL, THE BY-LAWS OF THE UNIVERSITY AND THE ARTICLES OF INCORPORATION ARE AVAILABLE FOR VIEWING IN GODDARD LIBRARY AND ARE ALSO PUBLICLY AVAILABLE AS A RESULT OF SEVERAL PUBLIC DEBT ISSUANCES THROUGH THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA). FINANCIAL STATEMENTS ARE SIMILARLY AVAILABLE AND ARE ALSO POSTED ON THE UNIVERSITY'S WEBSITE AND THROUGH GUIDESTAR. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST FROM THE BOARD OF TRUSTEES AND THE OFFICE OF SPONSORED PROGRAMS AND RESEARCH. |
| FORM 990, PART VII, SECTION A, LINE 1A: | MATTHEW MALSKY AND DAVIS BAIRD ARE LISTED AS FORMER KEY EMPLOYEES AS THEY NO LONGER HOLD THE POSITIONS THAT DESIGNATED THEM AS KEY EMPLOYEES IN PRIOR YEARS. THEY ARE, HOWEVER, STILL EMPLOYED BY THE UNIVERSITY AS FACULTY. YUKO AOYAMA IS LISTED AS FORMER DUE TO A CHANGE IN THE CRITERIA FOR KEY EMPLOYEES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 16,840. CHANGE IN VALUE OF BENEFICIAL INTEREST IN OUTSIDE TRUST -35,983. STUDENT LOAN ACTIVITY - NET -22,269. CHANGE IN POST-RETIREMENT HEALTH OBLIGATION 10,271. TRANSFER OF ASSETS FROM JONAS REALTY CORP 10,787,229. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONAS REALTY CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475234687 | EIN |
| Primary Activities | SUPPORT THE TRUSTEES OF CLARK UNIVERSITY UNDER SECTION 501(C)(3). | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF CLARK UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (18) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JONAS REALTY CORP | ||
| I | $11,997,437 | COST |
| JONAS REALTY CORP | ||
| K | $186,388 | FMV |