2025-05-12T08:00:53-05:00 2024-06-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2023-07-01 150533561 Hartwick College HART 6074314303 1 Hartwick Drive Oneonta NY 13820 Karen Zuill VP Finance & Ops/Asst. Treas. 6074314303 2025-05-09 1 1 Melissa Magoon CPA P01712842 6036697337 2025-05-09 2023 2025-03-06 01:10:19Z James Mullen 1 Hartwick Drive Oneonta NY 13820 104711987 0 X www.hartwick.edu X 1797 NY Hartwick College, an engaged community striving towards inclusion and equity while increasing diversity, integrates a liberal arts education with experiential learning to inspire curiosity, critical thinking, creativity, personal courage and an enduring passion for learning. 25 24 979 233 588257 134307 5056649 13258048 68274096 67511817 6314504 6141451 3231935 121701 82877184 87033017 38552963 37999833 0 0 27590070 27522475 0 0 1794605 29148655 28748498 95291688 94270806 -12414504 -7237789 114215151 105291019 47486204 46493676 66728947 58797343 X Our purpose as a college of the liberal arts and sciences is to educate people who will thrive in and contribute to the world of the future; people who are prepared to meet the personal, intellectual, and social challenges of a rapidly changing and increasingly interdependent world. 0 0 54801753 37999833 53665259 Instruction and Research - Instruction is provided to approximately 1,100 full-time students by 90 full-time faculty members. Student and faculty research is conducted as a supplement to academic programming. 11832173 Student Services - Student services expenses include primarily the student life activities, intercollegiate athletics, the office of the registrar, the office of financial aid and the office of admissions. 10952355 12530148 Auxiliary Enterprises - Auxiliary Enterprise expenses include expenditures associated with the residence halls, food service and health center operations. 10537509 1316410 Institutional Support - Institutional support expenses encompass expenditures incurred in the general administration of the college.Academic Support - Academic support expenses entail costs incurred in the operation of campus-based services which enhance the academic environment.Public Service - Public services expenses encompass those costs related to programs sponsored by the College, primarily for the benefit of residents of the local community and surrounding area. 10537509 1316410 88123790 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1494 0 1 979 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Karen Zuill 6074314303 1 Hartwick Drive Oneonta NY 13820 Darren Reisberg Past President 40.00 X X 458151 0 50827 James Mullen Interim President 40.00 X X 0 0 0 Kathleen Fallon Chairman 1.00 X X 0 0 0 Santo Russo Vice Chair 1.00 X X 0 0 0 Cathy Weeks Treasurer 1.00 X X 0 0 0 Colleen Connery Secretary 1.00 X X 0 0 0 Steve Bloom Trustee 1.00 X 0 0 0 Paul Carbone Trustee 1.00 X 0 0 0 Annie Chorbajian Trustee 1.00 X 0 0 0 Edward Droesch Trustee 1.00 X 0 0 0 Steve Epstein Trustee 1.00 X 0 0 0 Sally Herbert Trustee 1.00 X 0 0 0 Mary Pat Lindsley Trustee 1.00 X 0 0 0 David Long Trustee 1.00 X 0 0 0 Randy McCullough Trustee 1.00 X 0 0 0 Brianna Mckenzie Trustee 1.00 X 0 0 0 Cyrus Mehri Trustee 1.00 X 0 0 0 Larry Miller Trustee 1.00 X 0 0 0 Neal Miller Trustee 1.00 X 0 0 0 Joel Patterson Trustee 1.00 X 0 0 0 Marina Regelman Trustee 1.00 X 0 0 0 Ivan Samstein Trustee 1.00 X 0 0 0 Georgette Smith Trustee 1.00 X 0 0 0 Maria Vezina Trustee 1.00 X 0 0 0 Susan Warner Trustee 1.00 X 0 0 0 Robert Wedeking Trustee 1.00 X 0 0 0 Karen Zuill VP for Finance & Ops/Asst Treasurer 40.00 X 186505 0 49139 Lisa Corbett Assistant Secretary 40.00 X 100509 0 34582 James Kellerhouse VP for Instituitional Advancement 40.00 X 218409 0 10599 Laurel Bongiorno VP for Academic Affairs & Provost 40.00 X 195760 0 22518 Suzanne Janitz VP for Human Resources & Compliance 40.00 X 154402 0 10710 Gail Glover VP for Strategic Communications 40.00 X 144388 0 20137 Erica Holoquist Coordinator for Nursing Dept/Adjunct 40.00 X 127705 0 8938 Pauline Stamp Associate Professor - Business Admin 40.00 X 127248 0 11971 Peter Mizera Past Chief Information Officer 40.00 X 123263 0 0 Karen McGrath Former SVP Enrollment & Student Exp. 40.00 X 126336 0 10387 1962676 0 229808 25 1 1 0 Aramark Facilities Services Aramark Dallas Lockbox Dallas TX 75397 Facilities Maintenance 5077437 Aramark Dining Services PO Box 978839 Dallas TX 75397 Dining 4119240 EAB Global Inc PO Box 603519 Charlotte NC 28260 Student Recruiting 676788 Ellucian Company LLC 2003 Edmund Halley Drive Reston VA 20191 Tech Software/Support 470929 A Treffeisen & Son 204 Round House Road Oneonta NY 13820 Plumbing, Heating and Electrical Contrac 457780 23 20311 1132932 12104805 3139551 13258048 Tuition and Fees 611710 53665259 53665259 Room and Board 611710 12245281 12245281 Other Revenue 611710 1316410 887916 428494 Auxiliary Services 611710 284867 284867 67511817 2242837 119418 2123419 7013 7013 130922 22339 108583 108583 40345 68238 21539969 17641355 3898614 3898614 3898614 21381 20311 15276 6105 6105 87033017 67083323 588257 6103389 37999833 37999833 1416256 1416256 20752839 17907481 1801252 1044106 1025567 884954 89015 51598 2810851 2425464 243969 141418 1516962 1308976 131665 76321 171230 171230 63600 63600 40000 40000 104367 104367 1239298 1058557 71033 109708 1522835 1467233 1250 54352 527368 424303 3957 99108 2122546 2086232 8677 27637 1618367 1615716 2497 154 1579906 1516951 22560 40395 51705 47226 2939 1540 1629776 1629776 4280712 4280712 978721 978721 Contract Facilities 4815255 4815255 Contract Food Service 3662629 3662629 Academic/Student Servic 2862253 2778886 10370 72997 Miscellaneous Expense 1477930 1234885 207774 35271 94270806 88123790 4352411 1794605 453568 1150056 3764487 2038677 2290165 2128091 1561011 1537038 1050491 978453 209295 208422 1175951 655777 158499462 125125732 35327653 33373730 50213350 43782325 730905 972103 17438275 18466347 114215151 105291019 4690941 4390433 875688 776032 35721858 34793204 118223 116113 6079494 6417894 47486204 46493676 X -7056994 -9476222 73785941 68273565 66728947 58797343 114215151 105291019 X -7237789 -1721887 1028072 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 94230806 94270806 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24000 40000 64000 250000 250000 250000 250000 1000000 1500000 50211828 1225825 2719808 1476192 8893808 43787461 65102362 444729 1700282 4352755 12682790 50211828 77345328 1257110 -2153837 4210158 7136081 65102362 69576602 1653434 19418516 6949111 6245527 108586 77345328 76792235 742177 -1304127 3533680 3010172 109831 69576602 0.02873 0.66184 0.30943 1 0 614573 614573 103960402 77658605 26301797 31632193 28668009 2964184 22292294 18799118 3493176 33373730 Interest in Split-Interest Agreements 18466347 18466347 Conditional Asset Retirement Obligation 4187968 Federal Student Loan Funds 1247919 Lease Obligations 982007 6417894 48272617 -1721887 1065687 -656200 48928817 104367 37999833 38104200 87033017 56204221 37615 37615 56166606 104367 37999833 38104200 94270806 Part V, Line 4: To fulfill the purpose designated by the donor to support college operations and activities such as scholarships, research, museum, academics and plant improvements. Part XI, Line 2d - Other Adjustments: Rental Expenses 22,339. Fundraising Expenses 15,276. Change in Value of Split Interest Agreements 1,028,072. Part XI, Line 4b - Other Adjustments: Scholarships/Aid 37,999,833. Part XII, Line 2d - Other Adjustments: Rental Expenses 22,339. Fundraising Expenses 15,276. Part XII, Line 4b - Other Adjustments: Scholarships/Aid 37,999,833. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Statement of non-discrimination is published on the application for admission. Schedule E, Part I, Line 6 Hartwick College students recieve various government grants. Among them are: SEOG and Pell Grants Federal Work Study Grants Golf Tournament 41692 20311 21381 4511 5700 4615 450 41692 20311 21381 4511 5700 4615 450 15276 6105 1 Academic Merit Scholarships 1068 989580 Hartwick College Grant In Aid 783 36961116 Match of SEOG Grants 145 49137 Part I, Line 2: The Office of Financial Aid awards grants to students that are applied to the student's account. Grants are awarded based on need or merit. X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 Darren Reisberg Past President 458151 0 0 0 0 0 10399 0 40428 0 508978 0 0 0 Karen Zuill VP for Finance & Ops/Asst Treasurer 186505 0 0 0 0 0 14051 0 35088 0 235644 0 0 0 James Kellerhouse VP for Instituitional Advancement 206409 0 0 0 12000 0 6738 0 3861 0 229008 0 0 0 Laurel Bongiorno VP for Academic Affairs & Provost 195760 0 0 0 0 0 13090 0 9428 0 218278 0 0 0 Suzanne Janitz VP for Human Resources & Compliance 154402 0 0 0 0 0 10710 0 0 0 165112 0 0 0 Gail Glover VP for Strategic Communications 144388 0 0 0 0 0 10710 0 9427 0 164525 0 0 0 Karen McGrath Former SVP Enrollment & Student Exp. 126336 0 0 0 0 0 8906 0 1481 0 136723 0 0 0 Part I, Line 1a The College provides a residence for the President to entertain and conduct College business along with personal use. Cleaning services are provided at this residence. Part I, Line 4a Peter Mizera, Past Chief Information Officer, received severance pay of $9,615 during 2023. A Otsego Industrial Development Agency 263661593 689090AP3 2015-04-23 39585000 Refund Prior Issue, Building 0 0 0 A 5805000 39585000 14672500 987752 26654048 50037 2018 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 0 Date Rebate Computation Performed Issuer Name: Otsego Industrial Development Agency Date the Rebate Computation was Performed: 08/08/2024 X 40 3139551 Stock Market Value 0 0 1 0 Form 990, Part VI, Section B, line 11b Form 990 was prepared by BerryDunn and reviewed by the Controller and VP for Finance & Operations/Assistant Treasurer. The complete Form 990 including required schedules with the exception of Schedule B was provided to all Board members and officers electronically. The Schedule B provided electronically was the public disclosure copy which excludes donor's names. Board members discussed any questions with the finance staff and the Audit and Compliance Committee passed a resolution to accept the 990 prior to filing. Form 990, Part VI, Section B, line 12c The Audit and Compliance Committee requires annual conflict of interest statements from all Board members and senior management. The chair of the Audit and Compliance Committee reviews all forms and reports back to the committee any findings of conflict. Potential conflicts are directed to the Audit and Compliance Committee. A dollar amount of $10,000 or greater is deemed a potential conflict. Any individuals with a conflict are required to recuse themselves from any discussion or voting that involves the related transaction. Form 990, Part VI, Section B, line 15 The compensation of the President is recommended by a Presidential Compensation Committee to the Executive Committee who review and approve the compensation. The Compensation Committee reviews the President's performance, hires a compensation consultant and uses the CUPA-HR compensation survey as a tool for comparable salaries. The Human Resource Advancement Committee independently reviews senior management compensation using CUPA salary comparatives of peer and aspirational private universities. Form 990, Part VI, Section C, line 19 The College's governing documents, conflict of interest policy and financial statements are available upon request or by inspection at the College President's office. Form 990, Part XI, line 9: Change in Value of Split-Interest Agreement 1,028,072.