UNIVERSITY OF NEW ENGLAND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NEW ENGLAND (EIN 01-0211810)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-03-16
- IRS object ID
- 202320799349301062
- Schema version
- 2021v4.0
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-16T20:58:29-07:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010211810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEW ENGLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2076022312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 Hills Beach Road | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Philip Shapiro | PersonNm |
| Person Title | Interim SVP Finance & Admin | PersonTitleTxt |
| Phone | 2076022157 | PhoneNum |
| Signature | 2023-03-20 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James D Herbert PhD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 Hills Beach Road | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $279,602,624 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.une.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1831 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | The University of New England prepares students to thrive in a rapidly-changing world and, in so doing, to improve the health of people, communities, and our planet. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 2979 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $33,051 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,862,010 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,668,393 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $232,110,094 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $230,743,239 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,401,612 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,199,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,198,217 | PYOtherRevenueAmt |
| CY Other Revenue | $5,544,209 | CYOtherRevenueAmt |
| PY Total Revenue | $272,571,933 | PYTotalRevenueAmt |
| CY Total Revenue | $270,155,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $47,033,086 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,104,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $111,424,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $112,194,375 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,822,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,897,751 | PYOtherExpensesAmt |
| CY Other Expenses | $72,556,488 | CYOtherExpensesAmt |
| PY Total Expenses | $226,354,856 | PYTotalExpensesAmt |
| CY Total Expenses | $228,855,187 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,217,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,300,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $612,979,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,643,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $168,447,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,103,265 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $444,531,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $476,539,763 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of New England prepares students to thrive in a rapidly-changing world and, in so doing, to improve the health of people, communities, and our planet. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $182,741,899 | ExpenseAmt |
| Grant | $44,104,324 | GrantAmt |
| Revenue | $208,393,354 | RevenueAmt |
| Desc | During the 2021-2022 academic year, the University granted Bachelor's, Master's, and Doctoral degrees, representing the College of Arts and Sciences, Westbrook College of Health Professions, College of Osteopathic Medicine, College of Professional Studies-UNE Online and College of Dental Medicine. The University offers programs in Osteopathic Medicine, Allied Health Sciences, Liberal Arts, Pharmacy, Dental Medicine and other Graduate and Undergraduate Majors. Additional Facts: The University of New England includes Maine's only Master of Science Physician Assistant Program and Master of Science Nurse Anesthesia Program. Colleges: The University of New England's five colleges provide both undergraduate and graduate students with a wealth of resources and a variety of educational experiences and research opportunities. Each college has its own identity, but each contributes to the enrichment of the University's academic life. COLLEGE OF ARTS AND SCIENCES: The College of Arts and Sciences is comprised of six multi-disciplinary schools (School of Arts and Humanities, School of Biological Sciences, School of Marine and Environmental Sciences, School of Mathematical and Physical Sciences, School of Professional Programs and the School of Social and Behavioral Sciences) and offers more than 30 undergraduate majors, ranging from aquaculture and aquarium science to sport and recreation management. The College's graduate programs include masters programs in education, biological sciences and marine sciences; and a doctorate in educational leadership. The College of Arts and Sciences is housed on the Biddeford campus on the coast of Maine. COLLEGE OF DENTAL MEDICINE: The curriculum of the College of Dental Medicine comprises a blend of time tested methods and new innovations in dental education. Our students are treated as members of the profession from day one. They benefit from comprehensive education in the basic and behavioral sciences, and come to understand and appreciate the many connections between oral health and overall health. They gain extensive practical experience, from providing care to a simulated patient in the first year; to providing direct patient care in patient centered general practice teams in our Oral Health Center in the second and third years; to extending their clinical experience into the community during their fourth year, while working and living in communities throughout Northern New England and beyond. The College is housed on the Portland campus, an historic site in suburban Portland, Maine. COLLEGE OF OSTEOPATHIC MEDICINE: The College of Osteopathic Medicine is dedicated to the improvement of life through the education of Osteopathic physicians, research and service. The nationally recognized College emphasizes health, healing and primary care for the people of New England and the nation. The College is the only osteopathic medical school in New England. In addition to the Doctor of Osteopathic Medicine degree, the College offers internships and residencies. The College is housed on the Biddeford campus on the coast of Maine. WESTBROOK COLLEGE OF HEALTH PROFESSIONS: The Westbrook College of Health Professions offers both undergraduate and graduate programs. Undergraduate programs include dental hygiene, nursing, applied exercise science, nutrition, public health, social work, pre-pharmacy and athletic training. Graduate programs include athletic training, nurse anesthesia, occupational therapy, physician assistant and social work. The College also offers three doctorates in physical therapy, nurse anesthesia and pharmacy. The Doctorate of pharmacy has its own school (School of Pharmacy). The College has state-of-the-art educational facilities and has pioneered the model of inter-professional education, which is housed on the Portland campus, in suburban Portland, Maine. COLLEGE OF PROFESSIONAL STUDIES - UNE ONLINE: The mission of the College of Professional Studies: CPS educates and supports future leaders in industry and service via programs designed to catalyze meaningful career development. The College partners with the University's other four colleges to provide programmatic, financial and logistical support to students enrolled in online programs, while ensuring excellence in professional and graduate education and consistency in maintaining the highest academic standards. GLOBAL EDUCATION: The Global Education program develops and promotes global education and research opportunities. Students can study abroad via partnerships in Spain, France and Iceland or on our campus in Morocco. In 2014, the University opened its campus in Tangier, Morocco. The program enables students to choose from courses in the sciences, humanities, social sciences, business and the arts including lab science courses. Students gain a global perspective without experiencing any delay in the curriculum required for their major. RESEARCH: The University receives grants from a number of prestigious national sources including the National Science Foundation, U.S. Department of Health and Human Services, National Institute of Health, National Oceanic and Atmospheric Administration, U.S. Department of Agriculture, U.S. Department of the Interior, U.S. Department of Commerce, U.S. Department of Energy and National Aeronautics and Space Administration. The University has several research centers including; the Centers for Excellence focusing in Aging and Health, Collaborative Education, Public Health, Neurosciences, Digital Health, Marine Sciences, Study Pain and Sensory Function, and North Atlantic Studies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,957,327 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $27,259,400 | RevenueAmt |
| Desc | Auxiliary services for the delivery of higher education include room and board for over 1,500 students. The mission is to work in partnership with resident students to create a healthy and positive residential community that enhances academic pursuits and provides opportunities for personal, social and spiritual growth. The goal is to promote an atmosphere rooted in civility and personal responsibility, and encourage reflective thinking and active involvement. The staff strives to teach, model, and learn with the students the values of community, inquiry, integrity, and caring. Maintaining a close relationship with Student Activities creates a positive impact on campus life for the entire University. Students are encouraged to actively engage in many arenas to become more deeply involved in the University, and thereby in their own education. These experiences outside the classroom can truly enhance those experiences students have within the classroom. Additional facts: University of New England Dining Services: Using input from students through comment boards, personal contacts between students and Food Service Managers, and regular meetings with campus Dining Advisory Committees, the University's dining services is able to stay in step with the students' needs and desires. All new UNE students are encouraged to take advantage of any of the above methods of connecting in order to maintain an innovative and creative dining that meets students' diverse dietary needs. INFORMATION TECHNOLOGY SERVICES: University of New England offers a number of online services for our students, faculty, and staff: U-Online - U-Online provides students, faculty, and staff with secure, web-based access to select administrative, academic, and employee records. U-Online is the only on-line official web-based source of information from the University of New England. Blackboard - The BrightSpace Learning Management System is an online course management system with teaching and learning tools for course preparation, delivery, assessment, and management. The University of New England has implemented an intranet using Microsoft SharePoint that administrative units, colleges, and programs utilize to provide secure information and communications to authorized member of the UNE Community. UNE also utilizes additional MS365 services to provide email, calendaring and scheduling, and university information to students, faculty, and professional staff. The University of New England transitioned from an older password synchronization technology to a newer and better solution, Okta. The new Okta technology affords the university with a more robust, secure, and integrated solution for our entire UNE Community and simplifies the way that we securely gain access to our everyday systems (MS365, Banner, Blackboard, U-Online, etc.) by allowing users to gain quick access to our systems through a secure single web page. During this timeframe, the University of New England standardized our synchronous communication platform to the Zoom video conferencing services. This allowed the university to make further investments utilizing Zoom to support traditional, online, and hybrid teaching. Since this standardization, the UNE Community has logged millions of minutes of participation with Zoom. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $206,699,226 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 11400 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2979 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | MO | ForeignCountryCd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony Sorrentino-Controller | PersonNm |
| Phone | 2076022312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 Hills Beach Road | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| James D Herbert | |||||||||
| President | 40 | 0 | Yes (X) | Yes (X) | $680,413 | $0 | $155,433 | ||
| Jane E Carreiro | |||||||||
| Dean of College of Osteopathic Medicine | 40 | 0 | $431,114 | $0 | $36,452 | Yes (X) | |||
| Nicole L Labbe-Trufant | |||||||||
| Sr VP of Finance and Administration | 40 | 0 | Yes (X) | $394,986 | $0 | $56,671 | |||
| Karen Pardue | |||||||||
| Provost and SVP for Academic Affairs | 40 | 0 | $298,884 | $0 | $40,995 | Yes (X) | |||
| Guy A DeFeo | |||||||||
| Associate Dean for Clinical Education | 40 | 0 | $258,958 | $0 | $78,360 | Yes (X) | |||
| Jon S Ryder | |||||||||
| Dean of College of Dental Medicine | 40 | 0 | $278,419 | $0 | $53,205 | Yes (X) | |||
| Joshua W Hamilton | |||||||||
| Provost and SVP for Academic Affairs | 40 | 0 | $284,887 | $0 | $7,552 | Yes (X) | |||
| Stacey L Pierce-Talsma | |||||||||
| Associate Dean of Academic Affairs | 40 | 0 | $259,961 | $0 | $29,628 | Yes (X) | |||
| Kaitlyn Quirk | |||||||||
| Student Trustee | 1 | 0 | Yes (X) | $3,832 | $0 | $0 | |||
| Brock Johndro | |||||||||
| Student Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel P McCormack | |||||||||
| Board Chair | 5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Regen Gallagher | |||||||||
| Board Vice Chair | 5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Diane Collins-Field | |||||||||
| Treasurer | 5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David J Barber | |||||||||
| Secretary | 5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David L Anderson | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brenda C Garrand | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Katherine Heer | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mason Irving III | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| E Story Cleland Landis | |||||||||
| Board Member | 0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| George M Locarno | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Julie Mostov | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cheri L Walker | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Louise Bowditch | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ralph de Chabert | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fran Girard | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Haley | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Malone | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kinna Thakakar | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Calen B Colby | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Marge L Kilkelly | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Shannon | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Brady | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jean Ginn Marvin | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ford Reiche | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Justin H Schair | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Krystal Williams | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gregg Lund | |||||||||
| Board Member - term ended 6.30.21 | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jacob Audet | |||||||||
| Student Trustee - term ended 6.30.21 | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lyric Jordan | |||||||||
| Student Trustee - term ended 6.30.21 | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,891,454 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $458,296 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 168 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Eat'N Park Hosptiality Group Inc | ||||||
| PO Box 644091 | Pittsburgh | PA | 152644091 | Food Service | $3,802,001 | |
| Ellucian Company LP | ||||||
| 62590 Collections Center Drive | Chicago | IL | 60693 | Technology Services | $2,596,260 | |
| SMRT INC | ||||||
| 75 Washington Ave | Portland | ME | 04101 | Architects and Engineers | $1,177,003 | Suite 3A |
| Northern Light Health | ||||||
| 43 Whiting Hill Rd | Brewer | ME | 04412 | Preceptor services | $1,116,581 | |
| Ledgewood Construction | ||||||
| 27 Main Street | South Portland | ME | 04106 | Construction | $963,979 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $19,761,219 | GovernmentGrantsAmt |
| All Other Contributions | $10,907,174 | AllOtherContributionsAmt |
| Noncash Contributions | $1,296,045 | NoncashContributionsAmt |
| Total Contributions | $30,668,393 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 900099 | $208,368,297 | $208,368,297 | $0 | $0 |
| Residence & Dining Halls | 900099 | $22,374,942 | $22,374,942 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $230,743,239 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,333,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,333,545 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,221 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,221 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,500 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,500 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,293,717 | SecuritiesAmt |
| Other | $8,300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,446,965 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $846,752 | SecuritiesAmt |
| Other | $8,300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $855,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $855,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Health Centers | 900099 | $4,249,765 | $4,249,765 | $0 | $0 |
| Other Auxiliary Income | 900099 | $623,194 | $0 | $33,051 | $590,143 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $659,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $659,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,532,709 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,155,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $235,652,754 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,051 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,801,461 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,104,324 | TotalAmt |
| Program Services | $44,104,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,282 | TotalAmt |
| Program Services | $199,256 | ProgramServicesAmt |
| Management And General | $834,821 | ManagementAndGeneralAmt |
| Fundraising | $340,205 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,861,334 | TotalAmt |
| Program Services | $77,318,838 | ProgramServicesAmt |
| Management And General | $6,157,410 | ManagementAndGeneralAmt |
| Fundraising | $1,385,086 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,882,465 | TotalAmt |
| Program Services | $4,388,899 | ProgramServicesAmt |
| Management And General | $395,884 | ManagementAndGeneralAmt |
| Fundraising | $97,682 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,254,356 | TotalAmt |
| Program Services | $13,717,977 | ProgramServicesAmt |
| Management And General | $1,344,299 | ManagementAndGeneralAmt |
| Fundraising | $192,080 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,821,938 | TotalAmt |
| Program Services | $5,233,401 | ProgramServicesAmt |
| Management And General | $472,059 | ManagementAndGeneralAmt |
| Fundraising | $116,478 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,084 | TotalAmt |
| Program Services | $213,542 | ProgramServicesAmt |
| Management And General | $213,542 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,172 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $195,172 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,071,609 | TotalAmt |
| Program Services | $2,059,570 | ProgramServicesAmt |
| Management And General | $1,007,679 | ManagementAndGeneralAmt |
| Fundraising | $4,360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,762,759 | TotalAmt |
| Program Services | $4,694,059 | ProgramServicesAmt |
| Management And General | $55,981 | ManagementAndGeneralAmt |
| Fundraising | $12,719 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,736,670 | TotalAmt |
| Program Services | $1,368,335 | ProgramServicesAmt |
| Management And General | $1,368,335 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,491 | TotalAmt |
| Program Services | $71,491 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,747,119 | TotalAmt |
| Program Services | $1,595,006 | ProgramServicesAmt |
| Management And General | $116,456 | ManagementAndGeneralAmt |
| Fundraising | $35,657 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,278 | TotalAmt |
| Program Services | $549,330 | ProgramServicesAmt |
| Management And General | $118,478 | ManagementAndGeneralAmt |
| Fundraising | $74,470 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,583,019 | TotalAmt |
| Program Services | $4,583,019 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,789,060 | TotalAmt |
| Program Services | $11,789,060 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,588 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $719,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Fees & Permits | $11,631,674 | $7,737,478 | $3,690,914 | $203,282 |
| Room & Board | $3,863,446 | $3,863,446 | $0 | $0 |
| Software & Small Equipment | $7,783,433 | $5,240,940 | $2,538,757 | $3,736 |
| Utilities | $4,549,690 | $4,529,513 | $17,542 | $2,635 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,882,396 | TotalAmt |
| Program Services | $13,441,742 | ProgramServicesAmt |
| Management And General | $86,856 | ManagementAndGeneralAmt |
| Fundraising | $353,798 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,855,187 | TotalAmt |
| Program Services | $206,699,226 | ProgramServicesAmt |
| Management And General | $19,333,773 | ManagementAndGeneralAmt |
| Fundraising | $2,822,188 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,191,126 | BOYAmt |
| EOY | $295,110,783 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,953,382 | BOYAmt |
| EOY | $9,514,544 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,244,057 | BOYAmt |
| EOY | $4,371,865 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,234,521 | BOYAmt |
| EOY | $5,604,788 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,817,578 | BOYAmt |
| EOY | $3,922,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $373,720,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $162,957,596 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,070,708 | BOYAmt |
| EOY | $210,762,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,600,925 | BOYAmt |
| EOY | $88,726,708 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,867,129 | BOYAmt |
| EOY | $67,629,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,979,426 | BOYAmt |
| EOY | $685,643,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,860,208 | BOYAmt |
| EOY | $14,454,997 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,084 | BOYAmt |
| EOY | $67,642 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,294,419 | BOYAmt |
| EOY | $19,392,724 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,670,279 | BOYAmt |
| EOY | $160,059,826 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,064,969 | BOYAmt |
| EOY | $8,902,260 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,176,813 | BOYAmt |
| EOY | $6,225,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,447,772 | BOYAmt |
| EOY | $209,103,265 | 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 | $388,378,591 | BOYAmt |
| EOY | $422,309,573 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,153,063 | BOYAmt |
| EOY | $54,230,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,531,654 | BOYAmt |
| EOY | $476,539,763 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,979,426 | BOYAmt |
| EOY | $685,643,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $41,300,472 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,184,407 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$107,956 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,407,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,078,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,599,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,862,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,668,394 | CurrentTaxYearAmt |
| Total | $115,614,872 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,407,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,078,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,599,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,862,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,668,394 | CurrentTaxYearAmt |
| Total | $115,614,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $115,614,872 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,770,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,642,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,201,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,313,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,356,267 | CurrentTaxYearAmt |
| Total | $10,283,702 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $123,409 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,941,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,684,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,036,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,180,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,532,707 | CurrentTaxYearAmt |
| Total | $36,375,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $162,397,135 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,188,854,959 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71193 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68368 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 7 | The basis of the University of New England's public charity status has been and continues to be its qualification as a school described in Section 170(B)(1)(A)(II). The Organization has checked box 7 on Schedule A, Part I and completed Section A, Part II in order to demonstrate its qualification to follow the specific rule for abbreviated reporting of contributions on Form 990, Schedule B. |
| Schedule A, Part II, Line 10 | Other income is comprised of auxiliary revenue from health centers, conference services and other miscellaneous revenue sources. |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 4 | TotalEasementsCnt |
| Total Acreage | 188 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $151,567 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $224,284 | BeginningBalanceAmt |
| Additions During Year | $335,096 | AdditionsDuringYearAmt |
| Distributions During Year | $313,187 | DistributionsDuringYearAmt |
| Ending Balance | $246,193 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,079,209 | BeginningYearBalanceAmt |
| Contributions | $569,440 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,352,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,227,268 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $45,068,469 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,208,629 | BeginningYearBalanceAmt |
| Contributions | $563,114 | ContributionsAmt |
| Investment Earnings Or Losses | $12,503,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,196,305 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $50,079,209 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,305,926 | BeginningYearBalanceAmt |
| Contributions | $1,534,128 | ContributionsAmt |
| Investment Earnings Or Losses | $1,121,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,753,243 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $39,208,629 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,613,784 | BeginningYearBalanceAmt |
| Contributions | $1,117,592 | ContributionsAmt |
| Investment Earnings Or Losses | $300,980 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $726,430 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $38,305,926 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,506,310 | BeginningYearBalanceAmt |
| Contributions | $768,696 | ContributionsAmt |
| Investment Earnings Or Losses | $1,812,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,473,585 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $37,613,784 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.078 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.756 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.166 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,076,478 | OtherCostOrOtherBasisAmt |
| Book Value | $6,076,478 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $294,734,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,403,363 | DepreciationAmt |
| Book Value | $178,331,061 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $48,894,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,539,495 | DepreciationAmt |
| Book Value | $8,354,942 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $24,014,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,014,738 | DepreciationAmt |
| Book Value | $18,000,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $210,762,665 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets whose use is limited | $60,181,887 |
| Right of use assets | $7,306,802 |
| Cash surrender value of life insurance | $140,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $67,629,309 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable student loan programs | $4,844,864 |
| Asset retirement obligation | $1,380,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,225,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $216,758,972 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,184,407 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$107,956 | OtherRevenueAmt |
| Revenue Not Reported | -$9,292,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $226,051,335 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $44,104,324 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $44,104,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $270,155,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $184,750,863 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $184,750,863 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $44,104,324 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $44,104,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $228,855,187 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 | There are no revenues or costs incurred related to the University's conservation easements. |
| Schedule D, Part III, Line 4 | The University houses the Maine Women Writer's Collection of literature. In addition, art galleries are located on the Biddeford and Portland campuses that exhibit paintings and other works of art. These collections and exhibits further the liberal arts curriculum and scholarly activities. |
| Schedule D, Part IV, Line 1b | The University of New England ("UNE") has offered to serve as the host institution and provide the Commonwealth Coast Conference ("CCC") office with support in human resources, employee benefits and accounting. UNE is reimbursed from the CCC for all expenses incurred. No revenue or expenses from the CCC are included in Part VIII and/or Part IX on the form 990. |
| Schedule D, Part V, Line 4 | The University disburses income from its endowment in accordance with the donor's wishes. Most of the donor restricted income is for student scholarships. If the donor makes no restrictions or if the endowment is board created, the income is used for scholarships and/or general use. |
| Schedule D, Part X, Line 2 | The University is exempt from income taxes under Internal Revenue Code (Code) Section 501(c)(3) whereby only unrelated business income, as defined by Section 512(a)(1) of the Code, is subject to federal income tax. The University records income tax liabilities and assets using a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The University does not believe that there are any unrecognized tax benefits or costs that should be recorded in the financial statements. The University is subject to audits by taxing jurisdictions and provisions for audit adjustments, if any, are included in the financial statements when estimable. |
| Schedule D, Part XI, Line 2d | Loss on refunding of debt of $107,956 |
| Schedule D, Part XI, Line 4b | Scholarships of $44,104,324 |
| Schedule D, Part XII, Line 4b | Scholarships of $44,104,324 |
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 | Publicized in employment ads, brochures, catalogs, etc. |
| Schedule E, Part I, Line 6 | The University receives Title IV and Title VII educational assistance for its students. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 3 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Education | SpecificServicesProvidedTxt |
| Region Total Expenditures | $930,272 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Spent | $930,272 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and grants to students attending the University. | GrantTypeTxt |
| Recipient | 2787 | RecipientCnt |
| Cash Grant | $44,104,324 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Fair Market Value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The University's Office of Student Financial Services awards all Federal and State Financial aid grants in accordance with the Federal and State regulations. Donor restricted grants are awarded in accordance with the donor's wishes. | 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 |
| 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 |
| 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James D Herbert | ||||||||||||||
| President | $568,116 | $0 | $83,820 | $0 | $28,477 | $0 | $123,060 | $0 | $32,373 | $0 | $835,846 | $0 | $0 | $0 |
| Jane E Carreiro | ||||||||||||||
| Dean of College of Osteopathic Medicine | $418,027 | $0 | $0 | $0 | $13,087 | $0 | $20,842 | $0 | $15,610 | $0 | $467,566 | $0 | $0 | $0 |
| Nicole L Labbe-Trufant | ||||||||||||||
| Sr VP of Finance and Administration | $364,120 | $0 | $20,000 | $0 | $10,866 | $0 | $23,200 | $0 | $33,471 | $0 | $451,657 | $0 | $0 | $0 |
| Karen Pardue | ||||||||||||||
| Provost and SVP for Academic Affairs | $294,445 | $0 | $0 | $0 | $4,439 | $0 | $13,000 | $0 | $27,995 | $0 | $339,879 | $0 | $0 | $0 |
| Guy A DeFeo | ||||||||||||||
| Associate Dean for Clinical Education | $250,860 | $0 | $0 | $0 | $8,098 | $0 | $21,379 | $0 | $56,981 | $0 | $337,318 | $0 | $0 | $0 |
| Jon S Ryder | ||||||||||||||
| Dean of College of Dental Medicine | $153,650 | $0 | $0 | $0 | $124,769 | $0 | $22,681 | $0 | $30,524 | $0 | $331,624 | $0 | $0 | $0 |
| Joshua W Hamilton | ||||||||||||||
| Provost and SVP for Academic Affairs | $46,702 | $0 | $0 | $0 | $238,185 | $0 | $3,800 | $0 | $3,752 | $0 | $292,439 | $0 | $0 | $0 |
| Stacey L Pierce-Talsma | ||||||||||||||
| Associate Dean of Academic Affairs | $258,697 | $0 | $0 | $0 | $1,264 | $0 | $18,285 | $0 | $11,343 | $0 | $289,589 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | For the President: Social club dues, whose members are business leaders in the local community; housing residence provided for the convenience of the University; travel for companion of a family member for a bona fide business purpose of the University. Payments grossed up for inclusion in wages are (1) Social club dues for the president; (2) Cell phone allowances for top financial officer and three of the highest compensated employees. The allowance is available to all qualified employees; (3) Identify theft coverage for the president and top financial officer; (4) Service recognition award for one of the highest compensated employees. The recognition award is available to all qualified employees. |
| Schedule J, Part I, Line 4 | Line 4a - Two of the highest compensated employees received severance. Line 4b - The president participates in a supplemental non-qualified retirement plan with unpaid current fiscal year benefits reported on Schedule J, Part II, Column C. |
| Schedule J, Part I, Line 7 | Bonus pay was made to the president as approved by the Board of Trustees. Bonus pay was made to the senior vice president of finance and administration. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Maine Health and Higher Education Facilities Authority | ||||||||
| A | 010314384 | 56042RGG1 | 2017-03-02 | $50,013,821 | Administrative & academic buildings | 0 | 0 | 0 |
| Maine Health and Higher Education Facilities Authority | ||||||||
| B | 010314384 | 56042RME9 | 2017-10-11 | $44,143,459 | Refund 2008C & 2009A | 0 | 0 | 0 |
| Maine Health and Higher Education Facilities Authority | ||||||||
| C | 010314384 | 56042RY22 | 2021-12-15 | $51,941,676 | Refund 2011C & construct academic building | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,365,000 | $0 | $50,197,678 | $0 | $0 | $0 | $513,821 | $0 | $0 | $49,683,857 | $0 | $0 | 2018 | 0 | 0 | Yes (1) | Yes (1) |
| B | $5,350,000 | $0 | $44,181,729 | $0 | $0 | $0 | $427,336 | $0 | $0 | $0 | $43,754,393 | $0 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $0 | $0 | $51,952,921 | $0 | $0 | $0 | $424,223 | $0 | $0 | $0 | $11,517,452 | $40,011,246 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-10/11/2017 44,143,459 Maine Health and Higher Education Facilities Auth | date of original issuance was 06/19/08 for 2008C and 11/17/10 for 2009A. |
| Schedule K, Part I, Column f-12/15/2021 51,941,676 Maine Health and Higher Education Facilities Auth | date of original issuance was 11/30/2011 for 2011C. |
| Schedule K, Part II, Line 3-03/02/2017 50,013,821 Maine Health and Higher Education Facilities Autho | does not equal issue price due to investment earnings. |
| Schedule K, Part II, Line 3-10/11/2017 44,143,459 Maine Health and Higher Education Facilities Autho | does not equal issue price due to investment earnings. |
| Schedule K, Part II, Line 3-12/15/2021 51,941,676 Maine Health and Higher Education Facilities Autho | does not equal issue price due to investment earnings. |
| Schedule K, Part IV, Line 2c-03/02/2017 50,013,821 Maine Health and Higher Education Facilities Auth | Arbitrage report dated 3/15/22, no rebate noted. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,296,045 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Sale | 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 | Schedule M, Part I, Line 9 | FormAndLineReferenceDesc |
| Explanation | The quantities in column B are the number of gifts contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the 990 is reviewed by the legal affairs/audit committee of the board and is made available to each member of the board. |
| Form 990, Part VI, Section B, Line 12c | Trustees, officers and key employees are required to submit a conflict of interest report on an annual basis. The reports are reviewed by the legal affairs/audit committee, who in turn, communicates any conflicts to the board officers for determination or proper resolution of the conflict. Should an issue arise in which a board member or key employee has a direct conflict resulting in potential personal benefit, the individual is required to recuse themselves from any and all activities related to the conflict. |
| Form 990, Part VI, Section B, Line 15 | The University hired an outside consulting firm and created a Compensation Committee to make every effort to ensure the the President's compensation is reasonable, fair and equitable. Minutes are kept for the Compensation Committee meetings. Also, the President's compensation is approved by the full board. The President of the University sets salaries for key executives and annually reviews independent salary data from similar institutions to ensure that salaries and wages are within the appropriate range. Contemporaneous documentation of this process is maintained. |
| Form 990, Part VI, Section C, Line 19 | Financial statements, conflict of interest policy, and governing documents are available upon request. |
| Form 990, Part XI, Line 9 | Loss on refunding of debt of 107,956 |
| Form 990, Part XII, Line 2c | The Board of Trustees Legal Affairs and Audit Committee are responsible for audit oversight including selection of the independent accounting firm. |