EMMANUEL COLLEGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMMANUEL COLLEGE (EIN 04-2105769)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349312770
- Schema version
- 2023v6.0
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T18:41:57-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMMANUEL COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMMA | BusinessNameControlTxt |
| Phone | 6177359822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 THE FENWAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SISTER ANNE MARY DONOVAN SND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6177359822 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN ANDERSON | PreparerPersonNm |
| PTIN | P01231300 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MARY K BOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 THE FENWAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,472,909 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMMANUEL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EMMANUEL COLLEGE IS A COED, RESIDENTIAL CATHOLIC LIBERAL ARTS AND SCIENCES COLLEGE WITH OVER 2,082 UNDERGRADUATE AND GRADUATE STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1525 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,073,754 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,921,536 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $104,212,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $109,581,644 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,176,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,183,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,417,177 | PYOtherRevenueAmt |
| CY Other Revenue | $5,472,570 | CYOtherRevenueAmt |
| PY Total Revenue | $120,880,010 | PYTotalRevenueAmt |
| CY Total Revenue | $134,158,811 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,976,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,150,880 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,394,065 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,699,632 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $205,698 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $403,368 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,391,527 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,803,760 | PYOtherExpensesAmt |
| CY Other Expenses | $41,084,284 | CYOtherExpensesAmt |
| PY Total Expenses | $130,380,333 | PYTotalExpensesAmt |
| CY Total Expenses | $135,338,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,500,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,179,353 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $440,526,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,133,732 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $285,270,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,294,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,255,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,839,233 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EDUCATE STUDENTS IN A DYNAMIC LEARNING COMMUNITY ROOTED IN THE LIBERAL ARTS AND SCIENCES AND SHAPED BY STRONG ETHICAL VALUES, A COMMITMENT TO SOCIAL JUSTICE AND SERVICE, THE CATHOLIC INTELLECTUAL TRADITION AND THE GLOBAL MISSION OF THE SISTERS OF NOTRE DAME DE NAMUR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,776,456 | ExpenseAmt |
| Grant | $52,150,880 | GrantAmt |
| Revenue | $83,365,628 | RevenueAmt |
| Desc | INSTRUCTIONAL EXPENSES FOR OVER 2,082 STUDENTS INCLUDING SCHOLARSHIPS, FULL-TIME AND PART-TIME FACULTY SALARIES AND BENEFITS, LAB SUPPLIES, EDUCATIONAL REFERENCE MATERIALS, SPEAKERS AND STUDENT EMPLOYMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,772,728 | ExpenseAmt |
| Desc | ACADEMIC SUPPORT AND STUDENT SERVICES FOR OVER 2,082 STUDENTS INCLUDING EXPENSES FOR ACADEMIC ADVISING, ACADEMIC RESOURCE CENTER, DISABILITY SERVICES, INTERNSHIPS AND CAREER SERVICES, STUDENT ACTIVITIES, STUDENT CLUBS, COUNSELING, HEALTH SERVICES, CAMPUS MINISTRY, ATHLETICS AND OPERATION OF THE COLLEGE'S LIBRARY CONTAINING OVER 497,360 TITLES IN THE ELECTRONIC, CIRCULATING AND REFERENCE COLLECTIONS; MORE THAN 148,164 ACTIVE JOURNAL SUBSCRIPTIONS IN PRINTING AND 61,254 PRINT VOLUMES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,342,029 | ExpenseAmt |
| Revenue | $26,652,860 | RevenueAmt |
| Desc | DURING THE FALL SEMESTER, APPROXIMATELY 1,463 STUDENTS RESIDED ON-CAMPUS. DURING THE SPRING SEMESTER, APPROXIMATELY 1,375 STUDENTS RESIDED ON-CAMPUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $112,891,213 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 138 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1525 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTER ANNE M DONOVAN SND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177359822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 THE FENWAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021155725 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BETH ROSS EDD | |||||||
| PRESIDENT(AS OF 8/23) | 40.00 | Yes (X) | Yes (X) | $251,018 | $0 | $40,544 | |
| MARY KATHLEEN BOYD | |||||||
| PRESIDENT(THRU 7/23) | 40.00 | Yes (X) | Yes (X) | $441,105 | $0 | $42,225 | |
| SISTER ANNE MARY DONOVAN SND | |||||||
| TREASURER | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $14,309 | |
| MARGARET L MCKENNA | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS J HYNES JR | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER BORGES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F BURKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY CAMPION | |||||||
| TRUSTEE(AS OF 1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK CONNORS JR | |||||||
| TRUSTEE(THRU 9/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARIA DELANEY SND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARY M FARREN SND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER KATHLEEN GALLIVAN SND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA HARRISON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY HERLIHY-GEARAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HIGGINS | |||||||
| TRUSTEE(THRU 4/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SHEILAH SHAW HORTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F KENNEDY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR NANCY KLENIEWSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H MACKINNON | |||||||
| TRUSTEE(THRU 8/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE F MCCAFFERTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH METTERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F MUSE | |||||||
| TRUSTEE(THRU 9/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIMIT NATHWANI | |||||||
| TRUSTEE(AS OF 9/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET NORTON | |||||||
| TRUSTEE(AS OF 9/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA OLIVER-DAVILA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M ANDREA RYAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIAN RYAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SYRON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| F PATRICIA TOBIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA TOWER | |||||||
| ASTRE (-3/23), VP FIN+ADM/CFO(8/23-) | 40.00 | Yes (X) | $342,722 | $0 | $30,067 | ||
| JOSEF KURTZ | |||||||
| VP OF ACADEMIC AFFAIRS | 40.00 | $242,625 | $0 | $35,608 | Yes (X) | ||
| SANDRA ROBBINS | |||||||
| DEAN OF ENROLLMENT | 40.00 | $210,017 | $0 | $32,104 | Yes (X) | ||
| BRIAN DENNING | |||||||
| VP OF ADVANCEMENT | 40.00 | $223,532 | $0 | $38,685 | Yes (X) | ||
| JENNIFER PORTER | |||||||
| ASSOC. VP FOR STUD FIN SERVICES | 40.00 | $213,669 | $0 | $19,594 | Yes (X) | ||
| SEAN PHILPOTT | |||||||
| VP OF INFO RESOURCES | 40.00 | $202,087 | $0 | $34,390 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,126,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,526 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 76 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| HARVARD MAINTENANCE LLC | |||||
| 59 MAIDEN LANE | NEW YORK | NY | 10038 | CLEANING SERVICES | $1,685,934 |
| BOSTON AIR CORP | |||||
| 1595 CENTRAL ST STE 4 | STOUGHTON | MA | 02072 | HVAC SERVICES | $1,153,529 |
| PUTNAM INVESTMENTS | |||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $727,901 |
| INTERSTATE RENTAL | |||||
| 384 AMORY ST | BOSTON | MA | 02130 | EVENT SERVICES | $399,417 |
| WS AIKEN LLC | |||||
| 224 CRESCENT AVE STE 1 | CHELSEA | MA | 02150 | ROOFING SERVICES | $361,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,675,264 | GovernmentGrantsAmt |
| All Other Contributions | $3,246,272 | AllOtherContributionsAmt |
| Noncash Contributions | $45,610 | NoncashContributionsAmt |
| Total Contributions | $4,921,536 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $83,365,628 | $83,365,628 |
| AUXILIARY OPERATIONS | 611710 | $24,539,747 | $24,539,747 |
| SUMMER PROGRAMS | 611710 | $1,676,269 | $1,676,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $109,581,644 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,653,653 | TotalRevenueColumnAmt |
| Exclusion | $4,653,653 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,553,548 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,469,595 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,083,953 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,083,953 | TotalRevenueColumnAmt |
| Exclusion | $4,083,953 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,373,911 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,844,503 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,529,408 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,529,408 | TotalRevenueColumnAmt |
| Exclusion | $9,529,408 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| STAFF & STUDENT PARKING | 900099 | $403,619 | $403,619 | |
| VENDING COMMISSIONS | 900099 | $228,927 | $228,927 | |
| FEES FOR ALUMNI EVENTS | 900099 | $48,100 | $48,100 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $707,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $388,744 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $319,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,388,617 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,158,811 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,018,488 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,218,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,641 | TotalAmt |
| Program Services | $246,641 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,904,239 | TotalAmt |
| Program Services | $51,904,239 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,437 | TotalAmt |
| Management And General | $27,437 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,612,081 | TotalAmt |
| Program Services | $24,834,827 | ProgramServicesAmt |
| Management And General | $7,163,220 | ManagementAndGeneralAmt |
| Fundraising | $614,034 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,161,116 | TotalAmt |
| Program Services | $1,644,355 | ProgramServicesAmt |
| Management And General | $476,105 | ManagementAndGeneralAmt |
| Fundraising | $40,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,707,944 | TotalAmt |
| Program Services | $3,825,397 | ProgramServicesAmt |
| Management And General | $787,965 | ManagementAndGeneralAmt |
| Fundraising | $94,582 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,191,054 | TotalAmt |
| Program Services | $1,667,134 | ProgramServicesAmt |
| Management And General | $482,701 | ManagementAndGeneralAmt |
| Fundraising | $41,219 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,930 | TotalAmt |
| Management And General | $218,930 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,881 | TotalAmt |
| Management And General | $168,881 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,368 | TotalAmt |
| Fundraising | $403,368 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,901 | TotalAmt |
| Management And General | $727,901 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,279 | TotalAmt |
| Program Services | $357,852 | ProgramServicesAmt |
| Management And General | $1,073,427 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,085 | TotalAmt |
| Program Services | $42,299 | ProgramServicesAmt |
| Management And General | $241,461 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,266,000 | TotalAmt |
| Program Services | $1,441,253 | ProgramServicesAmt |
| Management And General | $775,753 | ManagementAndGeneralAmt |
| Fundraising | $48,994 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,441 | TotalAmt |
| Program Services | $1,319,525 | ProgramServicesAmt |
| Management And General | $245,916 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,727,997 | TotalAmt |
| Program Services | $3,530,838 | ProgramServicesAmt |
| Management And General | $197,159 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,965 | TotalAmt |
| Program Services | $388,489 | ProgramServicesAmt |
| Management And General | $12,722 | ManagementAndGeneralAmt |
| Fundraising | $32,754 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,142 | TotalAmt |
| Program Services | $54,789 | ProgramServicesAmt |
| Management And General | $24,259 | ManagementAndGeneralAmt |
| Fundraising | $2,094 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,132,521 | TotalAmt |
| Management And General | $7,132,521 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,890,926 | TotalAmt |
| Program Services | $8,890,926 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,104 | TotalAmt |
| Program Services | $860,796 | ProgramServicesAmt |
| Management And General | $24,308 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CATERING & FOOD COSTS | $7,261,302 | $7,142,873 | $87,983 | $30,446 |
| MAINTENANCE & REPAIRS | $3,453,076 | $3,383,145 | $47,126 | $22,805 |
| PROGRAMS | $1,070,553 | $549,487 | $504,410 | $16,656 |
| DUES AND SUBSCRIPTIONS | $540,641 | $201,659 | $313,720 | $25,262 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,540 | TotalAmt |
| Program Services | $604,689 | ProgramServicesAmt |
| Management And General | $321,519 | ManagementAndGeneralAmt |
| Fundraising | $18,332 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,338,164 | TotalAmt |
| Program Services | $112,891,213 | ProgramServicesAmt |
| Management And General | $21,055,424 | ManagementAndGeneralAmt |
| Fundraising | $1,391,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,476 | BOYAmt |
| EOY | $4,146,758 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,989,946 | BOYAmt |
| EOY | $872,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,052 | BOYAmt |
| EOY | $729,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583,461 | BOYAmt |
| EOY | $1,626,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $384,996,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,261,597 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,346,981 | BOYAmt |
| EOY | $258,735,199 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,862,151 | BOYAmt |
| EOY | $173,207,388 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,064 | BOYAmt |
| EOY | $815,496 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,526,131 | BOYAmt |
| EOY | $440,133,732 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,137,728 | BOYAmt |
| EOY | $7,881,350 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,187,314 | BOYAmt |
| EOY | $90,247,852 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,914,258 | BOYAmt |
| EOY | $148,191,134 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,031,171 | BOYAmt |
| EOY | $32,974,163 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,270,471 | BOYAmt |
| EOY | $279,294,499 | 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 | $102,130,668 | BOYAmt |
| EOY | $103,651,227 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,124,992 | BOYAmt |
| EOY | $57,188,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,255,660 | BOYAmt |
| EOY | $160,839,233 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,526,131 | BOYAmt |
| EOY | $440,133,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,179,353 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,762,926 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $11,463,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,088,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,546,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,073,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,921,536 | CurrentTaxYearAmt |
| Total | $44,093,129 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,463,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,088,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,546,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,073,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,921,536 | CurrentTaxYearAmt |
| Total | $44,093,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,490,531 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,602,598 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,271,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,978,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,739,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,609,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,207,201 | CurrentTaxYearAmt |
| Total | $44,806,303 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,073,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $385,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,212,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,429,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,388,617 | CurrentTaxYearAmt |
| Total | $5,489,111 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,388,543 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $475,510,341 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43910 | 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 | STAFF STUDENT PARKING - 2019 AMOUNT: $ 225,007. 2020 AMOUNT: $ 7,479. 2021 AMOUNT: $ 339,423. 2022 AMOUNT: $ 377,674. 2023 AMOUNT: $ 403,619. VENDING COMMISSIONS - 2019 AMOUNT: $ 112,247. 2020 AMOUNT: $ 64,298. 2021 AMOUNT: $ 91,877. 2022 AMOUNT: $ 74,321. 2023 AMOUNT: $ 228,927. FEES FOR ALUMNI EVENTS - 2019 AMOUNT: $ 21,231. 2021 AMOUNT: $ 74,314. 2022 AMOUNT: $ 63,655. 2023 AMOUNT: $ 48,100. ALL OTHER REVENUE - 2019 AMOUNT: $ 714,520. 2020 AMOUNT: $ 313,600. 2021 AMOUNT: $ 707,076. 2022 AMOUNT: $ 913,772. 2023 AMOUNT: $ 707,971. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS MEMBERSHIP DUES TO A MEMBERSHIP ORGANIZATION WHICH MAY PARTICIPATE IN ACTIVITIES TO INFLUENCE LEGISLATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $129,658 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $166,862,151 | BeginningYearBalanceAmt |
| Contributions | $578,907 | ContributionsAmt |
| Investment Earnings Or Losses | $20,945,987 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,738,945 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,712,810 | OtherExpendituresAmt |
| Administrative Expenses | $727,902 | AdministrativeExpensesAmt |
| End Year Balance | $173,207,388 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,956,937 | BeginningYearBalanceAmt |
| Contributions | $1,868,967 | ContributionsAmt |
| Investment Earnings Or Losses | $14,998,899 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,518,079 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,764,075 | OtherExpendituresAmt |
| Administrative Expenses | $680,498 | AdministrativeExpensesAmt |
| End Year Balance | $166,862,151 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,652,794 | BeginningYearBalanceAmt |
| Contributions | $1,981,898 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,368,922 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,207,049 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,341,005 | OtherExpendituresAmt |
| Administrative Expenses | $760,779 | AdministrativeExpensesAmt |
| End Year Balance | $160,956,937 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,077,403 | BeginningYearBalanceAmt |
| Contributions | $1,340,493 | ContributionsAmt |
| Investment Earnings Or Losses | $39,051,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,163,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,975,000 | OtherExpendituresAmt |
| Administrative Expenses | $678,349 | AdministrativeExpensesAmt |
| End Year Balance | $187,652,794 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $151,724,650 | BeginningYearBalanceAmt |
| Contributions | $5,307,813 | ContributionsAmt |
| Investment Earnings Or Losses | $9,739,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,295,747 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,797,544 | OtherExpendituresAmt |
| Administrative Expenses | $601,700 | AdministrativeExpensesAmt |
| End Year Balance | $159,077,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,136,633 | OtherCostOrOtherBasisAmt |
| Book Value | $14,136,633 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,040,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,125,941 | DepreciationAmt |
| Book Value | $234,914,188 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,315,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,185,598 | DepreciationAmt |
| Book Value | $3,130,097 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,504,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,950,058 | DepreciationAmt |
| Book Value | $6,554,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $258,735,199 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $125,271 |
| ADVANCES FROM DEPARTMENT OF EDUCATION | $1,623,892 |
| TAXABLE BOND LIABILITIES | $31,225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,974,163 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $141,663,431 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,762,926 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,469,595 | OtherRevenueAmt |
| Revenue Not Reported | $8,232,521 | RevenueNotReportedAmt |
| Revenue Subtotal | $133,430,910 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $727,901 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $727,901 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,158,811 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $136,079,859 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,469,596 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,469,596 | ExpensesNotReportedAmt |
| Expenses Subtotal | $134,610,263 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $727,901 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $727,901 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $135,338,164 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE'S ART COLLECTION IS ON PUBLIC EXHIBITION IN HALLWAYS AND LOBBIES. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 123 DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. SPENDING FROM ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES SUCH AS PROVIDING SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS AND TO FUND PROFESSORSHIPS. THE SPENDING POLICY UTILIZES AN ANNUAL DISTRIBUTION PERCENTAGE APPROVED BY THE BOARD OF TRUSTEES AND IS DESIGNED TO PROVIDE A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S REAL VALUE. |
| PART X, LINE 2: | THE COLLEGE GENERALLY IS NOT SUBJECT TO INCOME TAXES SINCE IT IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASC 740, INCOME TAXES, PERMITS AN ENTITY TO RECOGNIZE THE BENEFIT AND REQUIRES ACCRUAL OF AN UNCERTAIN TAX POSITION ONLY WHEN THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IN THE EVENT OF EXAMINATION BY TAX AUTHORITIES. IN EVALUATING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD, THE COLLEGE MUST PRESUME THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. ASC 740 ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. TAX POSITIONS DEEMED TO MEET THE MORE-LIKELY THAN-NOT THRESHOLD ARE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. THE COLLEGE HAS ANALYZED ALL OPEN TAX YEARS, DEFINED BY THE STATUTES OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS. OPEN TAX YEARS ARE THOSE THAT ARE OPEN FOR EXAM BY TAXING AUTHORITIES. MAJOR JURISDICTIONS FOR THE COLLEGE INCLUDE FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS. AS OF JUNE 30, 2024, OPEN FEDERAL AND MASSACHUSETTS TAX YEARS FOR THE COLLEGE INCLUDE THE TAX YEARS ENDED JUNE 30, 2020, THROUGH JUNE 30, 2023. THE COLLEGE HAS NO EXAMINATIONS IN PROGRESS. THE COLLEGE BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,469,595. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,469,596. |
| PART V, LINE 2 | THE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2024 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, THE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM ENDOWMENT, RESPECTIVELY. |
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 | A LINK TO THE COLLEGE'S RACIAL NONDISCRIMINATORY POLICY IS PUBLISHED ON THE COLLEGE'S WEBSITE. THE COLLEGE HAS ALSO PUBLICIZED IT'S NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER THE BOSTON GLOBE. ADDITIONALLY, THE POLICY IS INCLUDED IN ALL STUDENT ENROLLMENT MATERIALS. THE COLLEGE HAS DEMONSTRATED THAT IT FOLLOWS ITS NONDISCRIMINATION POLICY BY CONTINUOUSLY ENROLLING STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND ACCORDINGLY, THE COLLEGE MEETS THE REQUIREMENTS OF REV. PROC. 75-50 (SEE SECTION 4.03(2)(B)). |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION - TITLE IV STUDENT FINANCIAL ASSISTANCE PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| NORTH AMERICA | INVESTMENTS | $3,099,408 | |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $4,284,722 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $13,217,776 | |
| MIDDLE EAST AND NORTH AFRICA | INVESTMENTS | $666,664 | |
| EAST ASIA AND THE PACIFIC | TRAVEL INSURANCE | ||
| CANADA | PROGRAM SERVICES | $1,338 | TRAVEL INSURANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $21,269,908 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,269,908 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MCALLISTER & QUINN LLC | ||||||||
| 1625 EYE STREET NW SUITE 750 | WASHINGTON | DC | 20006 | GRANT PROPOSAL PREPARATION | 0 | $0 | $122,535 | -$122,535 |
| MJH GRANT CONSULTING | ||||||||
| 505 WALTHAM STREET 6 | WEST NEWTON | MA | 02465 | GRANT PROPOSAL PREPARATION | 0 | $0 | $18,750 | -$18,750 |
| FRONTRAISER LLC | ||||||||
| ATTN KERRY ANDERSON 10 WINDING RO | BEDFORD | NH | 03110 | INTERIM CONSULTANT FOR VACANT POSITION | 0 | $0 | $61,500 | -$61,500 |
| CHANGING OUR WORLD INC | ||||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | CONSULTING | 0 | $0 | $200,583 | -$200,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $403,368 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$403,368 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| CITY OF BOSTON | ||||||||
| PO BOX 9715 | BOSTON | MA | 02114 | GOV ENTITY | $170,000 | $0 | PILOT | |
| CATHOLIC SCHOOLS FOUNDATION | ||||||||
| 6TH FLOOR 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | 501(C)(3) | $25,000 | $0 | DONATION | 222485502 |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| 60TH FLOOR 200 CLARENDON STREET | BOSTON | MA | 02111 | 501(C)(3) | $15,000 | $0 | DONATION | 753235491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMMANUEL FINANCIAL AID | 1920 | $51,042,012 |
| SEOG GRANTS | 219 | $290,827 |
| GILBERT GRANTS | 254 | $571,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS OR OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS OR DOMESTIC GOVERNMENTS ARE AUTHORIZED AND INITIATED BY THE PRESIDENT'S OFFICE WITH STRICT CONTROLS OVER THE SELECTION AND DISTRIBUTION OF THE FUNDS. ALL SUCH GRANTS WERE MADE TO 501(C)(3) ORGANIZATIONS OR DOMESTIC GOVERNMENTAL ENTITIES. FINANCIAL AID IS AWARDED TO STUDENTS IN THE FORM OF MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, WORK-STUDY AND STUDENT LOANS. ELIGIBILITY FOR FINANCIAL AID VARIES BASED ON THE CRITERIA OF EACH AWARD. MERIT SCHOLARSHIPS ARE AWARDED BASED ON ACADEMIC ACHIEVEMENT SUCH AS HIGH SCHOOL GRADE POINT AVERAGE, SAT OR ACT SCORE AND CLASS RANK, AND/OR EXTRA-CURRICULAR ACTIVITIES AND RECOMMENDATIONS. NEED-BASED GRANTS ARE OFFERED TO STUDENTS WHO COMPLETE A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND WHO, BASED ON THIS INFORMATION, MEET THE ELIGIBILITY REQUIREMENTS FOR THE NEED-BASED AID. ALL STUDENTS WHO ARE SELECTED FOR VERIFICATION BY THE CENTRAL PROCESSING SYSTEM (CPS) MUST ALSO SUBMIT VERIFICATION OF THE INFORMATION PROVIDED ON THE FAFSA. NEED-BASED GRANTS AND SCHOLARSHIPS INCLUDE THE FEDERAL PELL GRANT AND FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (SEOG), STATE GRANTS AND SCHOLARSHIPS, AND EMMANUEL COLLEGE GRANT AID. IN ADDITION TO NEED-BASED GRANTS AND SCHOLARSHIPS, STUDENTS WHO APPLY FOR FINANCIAL AID AND DEMONSTRATE FINANCIAL NEED MAY ALSO RECEIVE FEDERAL WORK STUDY AND NEED-BASED FEDERAL AND STATE STUDENT LOANS. THE LOAN PROGRAMS OFFERED BY EMMANUEL COLLEGE ARE THE FEDERAL STAFFORD LOAN, THE FEDERAL PERKINS LOAN AND THE MASSACHUSETTS NO-INTEREST LOAN. PRIOR TO DISBURSING ANY FINANCIAL ASSISTANCE, STUDENT ELIGIBILITY FOR EACH GRANT, SCHOLARSHIP, WORK-PROGRAM OR STUDENT LOAN IS CERTIFIED. TO RECEIVE NEED-BASED FINANCIAL AID STUDENTS MUST APPLY FOR FINANCIAL AID EACH ACADEMIC YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY KATHLEEN BOYD | ||||||||||||||
| PRESIDENT(THRU 7/23) | $437,475 | $0 | $0 | $0 | $3,630 | $0 | $29,700 | $0 | $12,525 | $0 | $483,330 | $0 | $0 | $0 |
| PATRICIA TOWER | ||||||||||||||
| ASTRE (-3/23), VP FIN+ADM/CFO(8/23-) | $126,664 | $0 | $0 | $0 | $216,058 | $0 | $28,662 | $0 | $1,405 | $0 | $372,789 | $0 | $0 | $0 |
| BETH ROSS EDD | ||||||||||||||
| PRESIDENT(AS OF 8/23) | $249,857 | $0 | $0 | $0 | $1,161 | $0 | $23,978 | $0 | $16,566 | $0 | $291,562 | $0 | $0 | $0 |
| JOSEF KURTZ | ||||||||||||||
| VP OF ACADEMIC AFFAIRS | $241,699 | $0 | $0 | $0 | $926 | $0 | $22,897 | $0 | $12,711 | $0 | $278,233 | $0 | $0 | $0 |
| BRIAN DENNING | ||||||||||||||
| VP OF ADVANCEMENT | $222,915 | $0 | $0 | $0 | $617 | $0 | $21,600 | $0 | $17,085 | $0 | $262,217 | $0 | $0 | $0 |
| SANDRA ROBBINS | ||||||||||||||
| DEAN OF ENROLLMENT | $208,112 | $0 | $0 | $0 | $1,905 | $0 | $19,834 | $0 | $12,270 | $0 | $242,121 | $0 | $0 | $0 |
| SEAN PHILPOTT | ||||||||||||||
| VP OF INFO RESOURCES | $200,704 | $0 | $0 | $0 | $1,383 | $0 | $19,065 | $0 | $15,325 | $0 | $236,477 | $0 | $0 | $0 |
| JENNIFER PORTER | ||||||||||||||
| ASSOC. VP FOR STUD FIN SERVICES | $212,422 | $0 | $0 | $0 | $1,247 | $0 | $16,680 | $0 | $2,914 | $0 | $233,263 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE COLLEGE PROVIDES OFF CAMPUS HOUSING TO CERTAIN SISTERS OF NOTRE DAME. THIS IS A NONTAXABLE BENEFIT AS IT IS PROVIDED AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE AND IS IN CLOSE PROXIMITY TO THE CAMPUS. |
| PART I, LINE 4A | PATRICA TOWER RECEIVED A PAYMENT IN CONNECTION WITH A VOLUNTARY SEPARATION FROM SERVICE WHICH IS REPORTED IN PART II, COLUMN B(III). |
| PART II, COLUMN B(III) | OF THE $342,722 LISTED IN COLUMN D ON THE CORE FORM PART VII, SECTION 1A, $126,664 REPRESENTS BASE COMPENSATION, WITH THE REMAINING $216,058 PAID PURSUANT TO A SABBATICAL AGREEMENT TIED TO RETIREMENT AFTER 26 YEARS OF SERVICE. SEE SCHEDULE J PART II. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MA DEVELOPMENT FINANCE AGENCY SERIES 2016A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57584XPZ8 | CUSIPNum |
| Bond Issued | 2016-06-16 | BondIssuedDt |
| Issue Price | $155,914,176 | IssuePriceAmt |
| Purpose | CONSTRUCTION/REFUND SERIES 2007 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $156,813,495 | TotalProceedsAmt |
| Capitalized Interest | $5,977,849 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $1,430,805 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $73,594,867 | CapitalExpendituresAmt |
| Other Spent Proceeds | $75,809,974 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 3 - BOND PROCEEDS | FormAndLineReferenceDesc |
| Explanation | THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF ISSUE IS INTEREST EARNED OF $899,319. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,610 | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COL (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS COMPLETED BY THE FINANCE OFFICE OF THE COLLEGE. IT IS REVIEWED AND APPROVED BY SENIOR MANAGEMENT AND KPMG, INDEPENDENT TAX CONSULTANT. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLLEGE'S CONFLICT OF INTEREST POLICY IS ANNUALLY DISTRIBUTED TO OFFICERS, TRUSTEES, AND KEY EMPLOYEES WHO MUST READ THE POLICY, SIGN ACKNOWLEDGEMENT OF RECEIPT AND DISCLOSE ANY CONFLICTS OF INTEREST. EMPLOYEES RETURN THIS ACKNOWLEDGEMENT TO THE OFFICE OF HUMAN RESOURCES; TRUSTEES RETURN THIS ACKNOWLEDGEMENT TO THE PRESIDENT'S OFFICE FOR REVIEW. ANY CONFLICTS OF INTEREST ARE REPORTED TO THE VICE PRESIDENT OF FINANCE & ADMINISTRATION TO DETERMINE IF DISCLOSURE IS REQUIRED ON THE FORM 990 AND SCHEDULE L. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT OF THE COLLEGE REVIEW COMPENSATION OF SENIOR MANAGEMENT, OFFICERS AND KEY EMPLOYEES. THE CHAIR OF THE BOARD OF TRUSTEES REVIEWS COMPENSATION OF THE PRESIDENT OF THE COLLEGE. EXECUTIVE COMPENSATION AT EMMANUEL COLLEGE IS ESTABLISHED BY IDENTIFYING INDEPENDENT MARKET COMPARABILITY INFORMATION BASED ON STUDENT ENROLLMENT, OPERATING BUDGET, CARNEGIE CLASSIFICATION, AND GEOGRAPHIC REGIONS. DATA IS COLLECTED ON SALARY, VARIABLE PAY, TOTAL COMPENSATION, SUPPLEMENTAL RETIREMENT PLANS, AND VARIOUS BENEFITS. SOURCES OF INFORMATION INCLUDE INDEPENDENT SURVEYS CONDUCTED BY THIRD PARTY CONSULTANTS, INTERNAL AND EXTERNAL BENCHMARKING, WHITE PAPERS, ARTICLES, AND WEBINARS. FOR THE RECRUITMENT OF PROSPECTIVE EXECUTIVE POSITIONS, THE COLLEGE WORKS WITH SEVERAL INDEPENDENT PROFESSIONAL EXECUTIVE SEARCH FIRMS. THE COLLEGE AND THE SELECTED FIRM WORK TOGETHER TO OBTAIN COMPARATIVE MARKET DATA AND AVAILABLE SALARY SURVEY TO DETERMINE APPROPRIATE COMPENSATION. ALL DOCUMENTATION, INCLUDING APPROPRIATE APPROVALS, REGARDING COMPENSATION IS MAINTAINED BY HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE COLLEGE'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |