TRUSTEES OF HAMILTON COLLEGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF HAMILTON COLLEGE (EIN 15-0532200)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349315314
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:24:51+00:00 | 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 | 515 Broadway 4th Floor | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | 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 | 150532200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Hamilton College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 3158594011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Leach | PersonNm |
| Person Title | VP, Administration & Finance | PersonTitleTxt |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE LONCZAK | PreparerPersonNm |
| PTIN | P01880207 | PTIN |
| Phone | 5184274600 | PhoneNum |
| Preparation | 2025-05-15 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Tepper | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $666,394,074 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hamilton.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1812 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Hamilton College prepares students for lives of meaning, purpose, and active citizenship. Guided by the motto "Know Thyself," the College emphasizes intellectual growth, flexibility, and collaboration in a residential academic community. Hamilton students learn to think independently, embrace difference, write and speak persuasively, and engage issues ethically and creatively. One of America's first liberal arts colleges, Hamilton enables its students to effect positive change in the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 2565 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | -$726,643 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,100,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,166,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,511,305 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $160,340,821 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,174,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,500,627 | CYInvestmentIncomeAmt |
| PY Other Revenue | $117,994 | PYOtherRevenueAmt |
| CY Other Revenue | $795,584 | CYOtherRevenueAmt |
| PY Total Revenue | $223,903,897 | PYTotalRevenueAmt |
| CY Total Revenue | $306,803,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,406,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,283,137 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $92,620,063 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $97,775,298 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,954,023 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,624,149 | PYOtherExpensesAmt |
| CY Other Expenses | $90,575,261 | CYOtherExpensesAmt |
| PY Total Expenses | $231,651,036 | PYTotalExpensesAmt |
| CY Total Expenses | $243,633,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,747,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,169,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,710,788,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,783,685,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,537,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196,649,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,512,251,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,587,035,589 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A liberal arts college chartered in 1812, Hamilton College has an enrollment of approximately 2,000 students, representing 47 states and 61 countries, and offers 58 areas of study in the liberal arts, science, and mathematics. Hamilton also offers pre-professional/cooperative programs in business, education, engineering, law, and medicine, and the opportunity to study abroad in numerous foreign destinations. The College's open curriculum gives students the freedom to shape their own liberal arts education within a research and writing-intensive framework. The College also sponsors 29 varsity athletic programs affiliated with the NCAA Division III, in addition to many club and intramural sports offerings. More than 150 other student clubs and organizations in a variety of interests and disciplines help to further enrich student development. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $199,224,915 | ExpenseAmt |
| Grant | $55,283,137 | GrantAmt |
| Revenue | $160,340,821 | RevenueAmt |
| Desc | Providing a liberal arts education to approximately 2000 undergraduate students, Hamilton College is committed to its tradition of being a school of opportunity and provides financial aid packages to approximately 50% of its students. The College's full time faculty was 199 and most hold the highest obtainable degree in their field. Summer recreation programs that provide opportunities for children and students to participate in team and individual sports and develop character and sportsmanship. | Desc |
| Total Program Service Expenses | $199,224,915 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 3181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2565 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamilton College Business Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3158594313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| David M Solomon | |||||||||
| Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Wippman | |||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $781,748 | $0 | $323,774 | ||
| Linda E Johnson | |||||||||
| Vice Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert V Delaney Jr | |||||||||
| Vice Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Aditya Bhasin | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alexander C Sacerdote | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Owens Goodfriend | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Aron J Ain | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Betsy G Bacot | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher P Marshall | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Fielding | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel I Rifkin | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel T Nye | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David P Hess | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edvige Jean-Francois | |||||||||
| Trustee (07/2023) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric F Grossman | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory T Hoogkamp | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Imad I Qasim | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jack R selby | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julia K Cowles | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Corsi | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin J O'Donnell | |||||||||
| Trustee (07/2023) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lea Haber Kuck | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lindsey L Rotolo | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark T Fedorcik | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mason P Ashe | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Monique Holloway | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Montgomery G Pooley | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Roob | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter B Coffin | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip L Hawkins | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phyllis A Breland | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| R Christopher Regan | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Bernstein | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert S Morris | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald R Pressman | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharon D madison | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William C Schmoker | |||||||||
| Trustee (07/2023) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gillian M King | |||||||||
| Chief of Staff and Secretary | 40.0 | 0.0 | Yes (X) | $220,230 | $0 | $31,722 | |||
| Karen L Leach | |||||||||
| VP Admin & Finance | 40.0 | 0.0 | Yes (X) | $400,620 | $0 | $129,506 | |||
| Christopher D Card | |||||||||
| VP Student Affairs | 40.0 | 0.0 | $231,362 | $0 | $49,358 | Yes (X) | |||
| Joseph M Shelley | |||||||||
| VP for Library and Information Technology | 40.0 | 0.0 | $253,865 | $0 | $27,879 | Yes (X) | |||
| Lauren K Jacobson | |||||||||
| Chief Investment Officer | 40.0 | 0.0 | $1,476,486 | $0 | $1,220,858 | Yes (X) | |||
| Lori R Dennison | |||||||||
| VP Advancement | 40.0 | 0.0 | $359,865 | $0 | $89,648 | Yes (X) | |||
| Melissa F Richards | |||||||||
| VP Communications | 40.0 | 0.0 | $242,485 | $0 | $80,778 | Yes (X) | |||
| Monica C Inzer | |||||||||
| VP Enrollment Management | 40.0 | 0.0 | $321,390 | $0 | $103,148 | Yes (X) | |||
| Ngonidzashe Munemo | |||||||||
| VP Academic Affairs | 40.0 | 0.0 | $300,003 | $0 | $76,416 | Yes (X) | |||
| Sean T Bennett | |||||||||
| VP Diversity | 40.0 | 0.0 | $213,548 | $0 | $9,205 | Yes (X) | |||
| Frank M Anechiario | |||||||||
| Professor | 40.0 | 0.0 | $273,850 | $0 | $35,788 | Yes (X) | |||
| Jonathan T Hind | |||||||||
| Director of Athletics | 40.0 | 0.0 | $228,398 | $0 | $41,750 | Yes (X) | |||
| Michael E Klapmeyer | |||||||||
| AVP Facilities and Planning | 40.0 | 0.0 | $229,096 | $0 | $12,437 | Yes (X) | |||
| Robert S Welch | |||||||||
| AVP Const Engagement | 40.0 | 0.0 | $241,147 | $0 | $48,579 | Yes (X) | |||
| Spencer Polaske | |||||||||
| Director of Investments | 40.0 | 0.0 | $355,039 | $0 | $51,786 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,129,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,332,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 233 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Daniel O'Connell's Sons Inc | |||||
| 800 Kelly Way | Holyoke | MA | 010410267 | Construction Services | $16,869,092 |
| Compass Group Usa Inc | |||||
| 91337 Collections Drive PO Box 9133 | Chicago | IL | 606931337 | Catering | $4,731,175 |
| Lechase Construction Services Llc | |||||
| 205 Indigo Creek Drive | Rochester | NY | 14626 | Construction Services | $4,683,612 |
| Parkhurst Dining Llc | |||||
| 285 East Waterfront Drive | Homestead | PA | 15120 | Catering | $3,546,155 |
| Dis- Danish Institute for Study Abroad | |||||
| Dept CH 19918 | Palatine | IL | 600559918 | Abroad Tuition | $1,872,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 115 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,129,625 | GovernmentGrantsAmt |
| All Other Contributions | $31,036,771 | AllOtherContributionsAmt |
| Noncash Contributions | $8,767,941 | NoncashContributionsAmt |
| Total Contributions | $32,166,396 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $126,487,330 | $126,487,330 | $0 | $0 |
| Room & Board | 611310 | $30,705,076 | $30,705,076 | $0 | $0 |
| Auxiliary Operations | 611310 | $542,423 | $542,423 | $0 | $0 |
| Application Fees | 611310 | $162,420 | $162,420 | $0 | $0 |
| State Grants & Contracts | 611310 | $1,347,462 | $1,347,462 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,096,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,096,110 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $160,340,821 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,644,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$774,535 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,419,248 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| 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 |
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 | $403,519 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $158,560 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,959 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $244,959 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $460,288,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $359,432,086 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,855,914 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,855,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,855,914 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Bed & Breakfast Revenue | 721191 | $276,939 | $47,892 | $229,047 |
| Vending & Laundry Commissions | 812320 | $138,476 | $138,476 | |
| College Store | 459210 | $135,210 | $135,210 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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) |
|---|---|---|
| Other Revenue Total | $550,625 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,803,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,340,821 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$726,643 | UnrelatedBusinessRevenueAmt |
| Exclusion | $115,022,854 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,925 | TotalAmt |
| Program Services | $101,925 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,157,480 | TotalAmt |
| Program Services | $52,157,480 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023,732 | TotalAmt |
| Program Services | $3,023,732 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,461,258 | TotalAmt |
| Program Services | $517,291 | ProgramServicesAmt |
| Management And General | $4,494,454 | ManagementAndGeneralAmt |
| Fundraising | $449,513 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,181,687 | TotalAmt |
| Program Services | $62,271,561 | ProgramServicesAmt |
| Management And General | $4,995,742 | ManagementAndGeneralAmt |
| Fundraising | $3,914,384 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,131,737 | TotalAmt |
| Program Services | $5,251,803 | ProgramServicesAmt |
| Management And General | $553,001 | ManagementAndGeneralAmt |
| Fundraising | $326,933 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,402,890 | TotalAmt |
| Program Services | $8,020,742 | ProgramServicesAmt |
| Management And General | $887,760 | ManagementAndGeneralAmt |
| Fundraising | $494,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,597,726 | TotalAmt |
| Program Services | $4,619,029 | ProgramServicesAmt |
| Management And General | $663,811 | ManagementAndGeneralAmt |
| Fundraising | $314,886 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,424 | TotalAmt |
| Program Services | $14,754 | ProgramServicesAmt |
| Management And General | $585,220 | ManagementAndGeneralAmt |
| Fundraising | $12,450 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,714 | TotalAmt |
| Program Services | $28,968 | ProgramServicesAmt |
| Management And General | $416,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,194 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,758,763 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,758,763 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,155,432 | TotalAmt |
| Program Services | $4,482,213 | ProgramServicesAmt |
| Management And General | $6,584,669 | ManagementAndGeneralAmt |
| Fundraising | $88,550 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,424 | TotalAmt |
| Program Services | $301,234 | ProgramServicesAmt |
| Management And General | $103,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,224,383 | TotalAmt |
| Program Services | $8,525,238 | ProgramServicesAmt |
| Management And General | $2,489,608 | ManagementAndGeneralAmt |
| Fundraising | $209,537 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,524 | TotalAmt |
| Program Services | $1,802,638 | ProgramServicesAmt |
| Management And General | $1,474,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600,302 | TotalAmt |
| Program Services | $5,449,094 | ProgramServicesAmt |
| Management And General | $112,006 | ManagementAndGeneralAmt |
| Fundraising | $39,202 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,866,328 | TotalAmt |
| Program Services | $6,873,229 | ProgramServicesAmt |
| Management And General | $832,754 | ManagementAndGeneralAmt |
| Fundraising | $160,345 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,183 | TotalAmt |
| Program Services | $295,353 | ProgramServicesAmt |
| Management And General | $19,506 | ManagementAndGeneralAmt |
| Fundraising | $4,324 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,138,738 | TotalAmt |
| Program Services | $6,781,801 | ProgramServicesAmt |
| Management And General | $356,937 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,417,170 | TotalAmt |
| Program Services | $18,912,323 | ProgramServicesAmt |
| Management And General | $310,675 | ManagementAndGeneralAmt |
| Fundraising | $194,172 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,709 | TotalAmt |
| Program Services | $18,950 | ProgramServicesAmt |
| Management And General | $1,565,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Service | $7,735,582 | $7,735,582 | $0 | $0 |
| Special Programs and Events | $954,015 | $146,205 | $62,471 | $745,339 |
| Prizes and Awards | $871,614 | $871,614 | $0 | $0 |
| Resident Advisor Room Charges | $638,400 | $638,400 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,362 | TotalAmt |
| Program Services | $383,756 | ProgramServicesAmt |
| Management And General | $185,606 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,633,696 | TotalAmt |
| Program Services | $199,224,915 | ProgramServicesAmt |
| Management And General | $37,454,758 | ManagementAndGeneralAmt |
| Fundraising | $6,954,023 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,491,551 | BOYAmt |
| EOY | $67,492,240 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,565,770 | BOYAmt |
| EOY | $21,609,479 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,314,444 | BOYAmt |
| EOY | $1,989,789 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,482 | BOYAmt |
| EOY | $816,665 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,935 | BOYAmt |
| EOY | $2,604,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $633,120,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $353,059,129 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,912,065 | BOYAmt |
| EOY | $280,061,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,254,279 | BOYAmt |
| EOY | $495,731,621 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744,166,094 | BOYAmt |
| EOY | $907,566,934 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,011,041 | BOYAmt |
| EOY | $22,374 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,714,677 | BOYAmt |
| EOY | $5,790,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,788,338 | BOYAmt |
| EOY | $1,783,685,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,149,380 | BOYAmt |
| EOY | $11,795,031 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,582,911 | BOYAmt |
| EOY | $61,488,433 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,649,283 | BOYAmt |
| EOY | $100,675,548 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,155,764 | BOYAmt |
| EOY | $22,690,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,537,338 | BOYAmt |
| EOY | $196,649,500 | 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 | $356,726,000 | BOYAmt |
| EOY | $370,627,193 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,525,000 | BOYAmt |
| EOY | $1,216,408,396 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,251,000 | BOYAmt |
| EOY | $1,587,035,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,788,338 | BOYAmt |
| EOY | $1,783,685,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $63,169,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,482,156 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$867,299 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $35,796,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,690,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,388,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,100,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,166,396 | CurrentTaxYearAmt |
| Total | $196,142,519 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,796,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,690,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,388,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,100,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,166,396 | CurrentTaxYearAmt |
| Total | $196,142,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,971,952 | SubstantialContributorsTotAmt |
| Public Support Total170 | $178,170,567 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,204,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,743,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,709,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,014,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,822,767 | CurrentTaxYearAmt |
| Total | $52,494,434 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,584,078 | CurrentTaxYearMinus1YearAmt |
| Total | $6,584,078 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $255,221,031 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $739,723,753 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6981 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Private Foundation509 | Yes (X) | PrivateFoundation509Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
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 | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,194 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,194 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | The College pays membership dues to the National Association of Independent Colleges and Universities. Approximately 8% of our annual dues is attributed to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 16 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 17 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $179,758 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $179,758 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $746,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $135,000 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,643,449 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,253,726 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1,019,051 | RevenuesIncludedAmt |
| Assets Included | $14,994,242 | 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Teaching | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,282,403,000 | BeginningYearBalanceAmt |
| Contributions | $9,394,000 | ContributionsAmt |
| Investment Earnings Or Losses | $120,157,617 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,035,717 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,388,283 | OtherExpendituresAmt |
| Administrative Expenses | $10,891,617 | AdministrativeExpensesAmt |
| End Year Balance | $1,361,639,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,275,562,180 | BeginningYearBalanceAmt |
| Contributions | $16,892,000 | ContributionsAmt |
| Investment Earnings Or Losses | $57,194,487 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,973,106 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,534,894 | OtherExpendituresAmt |
| Administrative Expenses | $13,737,667 | AdministrativeExpensesAmt |
| End Year Balance | $1,282,403,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,411,536,349 | BeginningYearBalanceAmt |
| Contributions | $23,274,831 | ContributionsAmt |
| Investment Earnings Or Losses | -$103,621,409 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,769,757 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,048,243 | OtherExpendituresAmt |
| Administrative Expenses | $9,809,591 | AdministrativeExpensesAmt |
| End Year Balance | $1,275,562,180 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,020,321,000 | BeginningYearBalanceAmt |
| Contributions | $44,748,349 | ContributionsAmt |
| Investment Earnings Or Losses | $401,883,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,516,311 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,533,689 | OtherExpendituresAmt |
| Administrative Expenses | $11,366,304 | AdministrativeExpensesAmt |
| End Year Balance | $1,411,536,349 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $969,362,000 | BeginningYearBalanceAmt |
| Contributions | $30,951,000 | ContributionsAmt |
| Investment Earnings Or Losses | $72,919,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,969,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,528,900 | OtherExpendituresAmt |
| Administrative Expenses | $10,413,300 | AdministrativeExpensesAmt |
| End Year Balance | $1,020,321,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $41,600,243 | OtherCostOrOtherBasisAmt |
| Book Value | $41,600,243 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $422,755,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $273,835,642 | DepreciationAmt |
| Book Value | $148,919,904 | 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 | $107,533,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,223,487 | DepreciationAmt |
| Book Value | $28,310,290 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $61,230,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $61,230,626 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $280,061,063 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Hedge Funds | $266,401,475 | F |
| Private Equity | $507,926,099 | F |
| Real Estate | $74,101,862 | F |
| Energy | $55,792,736 | F |
| Faculty Mortgages | $3,344,762 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $907,566,934 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuity Payable | $14,137,739 |
| Donor Advised Funds | $3,288,096 |
| Deposits and Advances | $1,573,692 |
| Asset Retirement Obligation | $2,015,158 |
| Post Retirement Benefit Obligations | $1,675,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,690,488 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $308,685,381 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,482,156 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $12,482,156 | RevenueNotReportedAmt |
| Revenue Subtotal | $296,203,225 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,758,763 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$158,560 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,600,203 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $306,803,428 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $233,033,493 | 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 | $233,033,493 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,758,763 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$158,560 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,600,203 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $243,633,696 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | While the ultimate purpose of the Museum is to increase the educational scope and opportunity for appreciation of the fine arts by Hamilton's students, it also seeks to enrich campus cultural life in general, as well as contribute to the cultural enrichment of the surrounding community. The collection includes more than 4,000 works of art, with strengths in American prints and works on Paper, British art of the 20th century, ancient vases and glass, and Native American and Pre-Columbian art. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are used largely for scholarships, professorships and other academic programs of the College including support for the library, research activities, and internship support for students. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The College recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. The College believes it has taken no significant uncertain tax positions. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental Expenses - -158560 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Rental Expenses - -158560 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The College complies with the publicity requirement in section 4.03 of Revenue Procedure 75-50 by making its nondiscriminatory policy as to students known to all segments of the general community served by the school. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The College receives federal funding from the SEOG, Pell and federal work study program for scholarship aid to students. We also receive funding from the NYS Higher Education Opportunity Program and NYS Aid to Private Colleges. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | Endowment Investments | $716,528,665 | ||
| Europe (Including Iceland and Greenland) | Investments | Endowment Investments | $7,082,725 | ||
| Europe (Including Iceland and Greenland) | Program Services | Hamilton Study Abroad | $2,853,230 | 2 | 6 |
| East Asia and the Pacific | Program Services | Hamilton Study Abroad | $59,567 | 1 | 1 |
| Central America and the Caribbean | Program Services | Research activities | $38,420 | ||
| East Asia and the Pacific | Program Services | Research activities | $212,126 | ||
| Europe (Including Iceland and Greenland) | Program Services | Research activities | $231,286 | ||
| Middle East and North Africa | Program Services | Research activities | $31,533 | ||
| North America (Canada & Mexico only) | Program Services | Research activities | $319,933 | ||
| Russia and Neighboring States | Program Services | Research activities | $12,387 | ||
| South America | Program Services | Research activities | $36,825 | ||
| South Asia | Program Services | Research activities | $47,804 | ||
| Sub-Saharan Africa | Program Services | Research activities | $34,098 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | $2,326,314 | |||
| East Asia and the Pacific | Grantmaking | $563,642 | |||
| South America | Grantmaking | $78,533 | |||
| South Asia | Grantmaking | $38,447 | |||
| Sub-Saharan Africa | Grantmaking | $16,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $730,457,088 | SubtotalSpentAmt |
| Continuation Spent | $55,243 | ContinuationSpentAmt |
| Total Spent | $730,512,331 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Financial aid while studying abroad | Europe (Including Iceland and Greenland) | 103 | $2,326,314 | Check |
| Financial aid while studying abroad | East Asia and the Pacific | 28 | $563,642 | Check |
| Financial aid while studying abroad | South America | 5 | $78,533 | Check |
| Financial aid while studying abroad | South Asia | 2 | $38,447 | Check |
| Financial aid while studying abroad | Sub-Saharan Africa | 2 | $16,796 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | The College follows federal guidelines for determining the financial need of each student. The College Board Profile, FAFSA (Free Application for Federal Student Aid), and other documents provide the College with information to determine financial need. Grants and scholarships are awarded based on demonstrated need of each student and credited directly to the student's account. Grants are reviewed annually for compliance by an independent audit firm. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual,; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Clinton Kirkland Improvement Corporation | ||||||||
| PO Box 45 | Clinton | NY | 13323 | 880646709 | 501(c)(3) | $20,000 | Town Gown Grant to support local economic development. | |
| Clinton Central School | ||||||||
| 75 Chenango Ave | Clinton | NY | 13323 | 156002171 | Governmental | $16,500 | Town Gown Grant to support local school. | |
| Kirkland Art Center | ||||||||
| PO Box 213 | Clinton | NY | 13323 | 150618473 | 501(c)(3) | $13,000 | Town Gown Grant to support the local arts. | 9 1/2 East Park Row |
| Clinton Central School Foundation | ||||||||
| 75 Chenango Ave | Clinton | NY | 13323 | 161413396 | 501(c)(3) | $11,000 | Town Gown Grant to support local school activiites. | |
| Clinton Fire Department | ||||||||
| PO Box 134 | Clinton | NY | 13323 | 300504957 | Governmental | $10,100 | Town Gown Grant to support local fire department. | |
| Central Oneida County Volunteer Ambulance Corps | ||||||||
| PO Box 399 | Clinton | NY | 13323 | 237113207 | 501(c)(3) | $10,000 | Town Gown Grant to support local ambulance service. | |
| The Country Pantry | ||||||||
| PO Box 76 | Clinton | NY | 13323 | 843400043 | 501(c)(3) | $9,000 | Town Gown Grant to support local pantry. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| College Funded Scholarships | 447 | $29,536,556 |
| Special Scholarships | 252 | $13,105,856 |
| General Scholarships | 151 | $7,950,388 |
| Prizes and Awards | 14 | $713,066 |
| Federal Grants | 64 | $250,000 |
| NYS TAP | 10 | $502,628 |
| PRIVATE GIFTS | 2 | $98,986 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The College follows federal guidelines for determining the financial need of each student attending programs in the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide the College with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student and credited directly to the student's account. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Wippman | ||||||||||||||
| President | $764,351 | $0 | $0 | $0 | $17,397 | $0 | $210,376 | $0 | $113,398 | $0 | $1,105,522 | $0 | $0 | $0 |
| Karen L Leach | ||||||||||||||
| VP Admin & Finance | $385,456 | $0 | $0 | $0 | $15,164 | $0 | $101,976 | $0 | $27,530 | $0 | $530,126 | $0 | $0 | $0 |
| Gillian M King | ||||||||||||||
| Chief of Staff and Secretary | $217,632 | $0 | $0 | $0 | $2,598 | $0 | $22,018 | $0 | $9,704 | $0 | $251,952 | $0 | $0 | $0 |
| Lauren K Jacobson | ||||||||||||||
| Chief Investment Officer | $650,000 | $0 | $825,000 | $0 | $1,486 | $0 | $1,215,345 | $0 | $5,513 | $0 | $2,697,344 | $0 | $648,391 | $0 |
| Lori R Dennison | ||||||||||||||
| VP Advancement | $349,694 | $0 | $0 | $0 | $10,171 | $0 | $33,000 | $0 | $56,648 | $0 | $449,513 | $0 | $0 | $0 |
| Monica C Inzer | ||||||||||||||
| VP Enrollment Management | $312,349 | $0 | $0 | $0 | $9,041 | $0 | $85,274 | $0 | $17,874 | $0 | $424,538 | $0 | $0 | $0 |
| Ngonidzashe Munemo | ||||||||||||||
| VP Academic Affairs | $299,551 | $0 | $0 | $0 | $452 | $0 | $15,340 | $0 | $61,076 | $0 | $376,419 | $0 | $0 | $0 |
| Joseph M Shelley | ||||||||||||||
| VP for Library and Information Technology | $252,501 | $0 | $0 | $0 | $1,364 | $0 | $25,350 | $0 | $2,529 | $0 | $281,744 | $0 | $0 | $0 |
| Melissa F Richards | ||||||||||||||
| VP Communications | $241,926 | $0 | $0 | $0 | $559 | $0 | $25,239 | $0 | $55,539 | $0 | $323,263 | $0 | $0 | $0 |
| Christopher D Card | ||||||||||||||
| VP Student Affairs | $230,851 | $0 | $0 | $0 | $511 | $0 | $8,333 | $0 | $41,025 | $0 | $280,720 | $0 | $0 | $0 |
| Sean T Bennett | ||||||||||||||
| VP Diversity | $212,100 | $0 | $0 | $0 | $1,448 | $0 | $7,173 | $0 | $2,032 | $0 | $222,753 | $0 | $0 | $0 |
| Spencer Polaske | ||||||||||||||
| Director of Investments | $254,835 | $0 | $100,000 | $0 | $204 | $0 | $33,000 | $0 | $18,786 | $0 | $406,825 | $0 | $0 | $0 |
| Frank M Anechiario | ||||||||||||||
| Professor | $271,156 | $0 | $0 | $0 | $2,694 | $0 | $27,250 | $0 | $8,538 | $0 | $309,638 | $0 | $0 | $0 |
| Robert S Welch | ||||||||||||||
| AVP Const Engagement | $240,265 | $0 | $0 | $0 | $882 | $0 | $24,542 | $0 | $24,037 | $0 | $289,726 | $0 | $0 | $0 |
| Michael E Klapmeyer | ||||||||||||||
| AVP Facilities and Planning | $227,775 | $0 | $0 | $0 | $1,321 | $0 | $9,698 | $0 | $2,739 | $0 | $241,533 | $0 | $0 | $0 |
| Jonathan T Hind | ||||||||||||||
| Director of Athletics | $225,685 | $0 | $0 | $0 | $2,713 | $0 | $23,335 | $0 | $18,415 | $0 | $270,148 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | The College requires that the President, the VP for Academic Affairs and the VP for Student Affairs reside on campus as a condition of their employment; therefore, College owned housing is provided for them. In addition, the College pays for reasonable costs of housekeeping to maintain the president's residence. Business class air travel is allowed for members of senior staff only when the travel is overseas or cross-continental. The cost of travel for a companion is allowed for the president only. Other services provided to the president include payment for membership in one club in Manhattan, such as the Princeton Club or the University Club, for the purpose of meeting with College constituents, sponsoring College events and otherwise conducting College business. Because these benefits are nontaxable, they are not included in the employees' Form W-2. However, they are included in Part II, column D of Schedule J. |
| Schedule J, Part I, Line 7 Non-fixed payments | A contractual bonus is paid to the Chief Investment Officer. A discretionary bonus is paid to the Directors of Investments as determined by the CIO and Chair of the Investment Committee based on their performance. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Oneida County Local Development Corporation Series 2013 | ||||||||
| A | 273190422 | 682440AT9 | 2013-07-02 | $23,886,715 | Complete construction of theater/studio arts building, renovate Minor Theater into a dormitory | false | false | false |
| Oneida County Local Development Corporation Series 2021 | ||||||||
| B | 273190422 | 682440CN0 | 2021-02-18 | $46,607,521 | Major renovations of campus buildings and refunding Series 2002 Bonds | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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 | $4,555,000 | $0 | $23,899,197 | $0 | $0 | $0 | $268,037 | $0 | $0 | $23,631,160 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $47,940,831 | $0 | $0 | $0 | $463,379 | $0 | $0 | $47,477,452 | $0 | $21,157 | 2024 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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 | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | |
| B | false | false | Yes (true) | false | 0.0 | 0.0225 | 0.0225 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 | Line 3-07/02/2013 23,886,715 Oneida County Local Development Corporation - The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. Schedule K, Part II, Line 3-02/18/2021 46,607,521 Oneida County Local Development - The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. |
| Schedule K, Part V Different Procedures to Undertake Corrective Action | Issuer name: Oneida County Local Development Corporation Series 2013 NA |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: Oneida County Local Development Corporation Series 2013 The calculation for computing no rebate due was performed on 09/05/2024 |
| Schedule K, Part V Different Procedures to Undertake Corrective Action | Issuer name: Oneida County Local Development Corporation Series 2021 NA |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: Oneida County Local Development Corporation Series 2021 The calculation for computing no rebate due was performed on 03/14/2024 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James G King | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Spouse of key employee | RelationshipDescriptionTxt |
| Transaction | $78,850 | TransactionAmt |
| Transaction | PROFESSOR OF PHYSICAL EDUCATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $903,851 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Appraisal | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,748,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Stock Exchange | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Piano | 1 | $63,000 | Other - Appraisal |
| Yes (X) | Hosted Events | 2 | $2,200 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | Donations are reported based on the number of contributions received in Part l, column (b). |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | College policy stipulates that gifts of securities are to be sold upon receipt. Investment firms are used to sell securities received as contributions. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Form 990 was reviewed by the Audit Committee, a six-member committee of the Board of Trustees. A copy was made available to all remaining Trustees before filing with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Officers, trustees and key employees are required to complete a questionnaire regarding potential conflicts of interest on an annual basis. The questionnaires are reviewed by the Vice President for Administration and Finance and appropriate action is taken if necessary. The statements are maintained electronically on college premises. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The process for determining compensation for the President and Senior Officers of the College (includes the Vice Presidents of Administration & Finance, IT, Academic Affairs, Dean of Students, Admissions & Financial Aid, Advancement, Diversity, Equity & Inclusion, Communications & Marketing, Chief Investment Officer, and Executive Director of the President's Office) meets the three requirements of the rebuttable presumption provisions under Treas. Reg. 53.4958-6. An annual review of comparability data from a national survey and a survey of 25 comparable schools, as well as a review of the Form 990 of other organizations is used to inform decisions. This information is reviewed by the Executive Compensation Sub-committee of the Board, consisting of the Chair, the Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. The Committee members are independent of management and free of any conflicts that would impair their judgment. Finally, the Executive Compensation Sub-committee adequately and timely documents its decisions regarding compensation. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The process for determining compensation for Senior Officers of the College (includes the Vice Presidents of Administration & Finance, IT, Academic Affairs, Dean of Students, Admissions & Financial Aid, Advancement, Diversity, Equity & Inclusion, Communications & Marketing, Chief Investment Officer, and Executive Director of the President's Office) meets the three requirements of the rebuttable presumption provisions under Treas. Reg. 53.4958-6. An annual review of comparability data from a national survey and a survey of 25 comparable schools, as well as a review of the Form 990 of other organizations is used to inform decisions. This information is reviewed by the Executive Compensation Sub-committee of the Board, consisting of the Chair, the Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. The Committee members are independent of management and free of any conflicts that would impair their judgment. Finally, the Executive Compensation Sub-committee adequately and timely documents its decisions regarding compensation. |
| Form 990, Part VI, Line 19 Required documents available to the public | Governing documents, conflict of interest policy and financial statements are posted on our website at www.hamilton.edu. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | All other program service revenue - Total Revenue: 1096110, Related or Exempt Function Revenue: 1096110, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in annuity & life income - -298647; Net assets released from restriction, changes in restriction and other - -568652; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamilton Property Group LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870835440 | EIN |
| Primary Activities | Rental | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $276,939 | TotalIncomeAmt |
| End Of Year Assets | $760,871 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Hamilton College | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Foundation Hamilton College | |||
| Education of Spanish language and culture | SP | Hamilton College | Yes (true) |
| Hamilton in France | |||
| Education of French Language and culture | FR | Hamilton College | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Pooled Income Funds (2) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | NA | Trust | Yes (true) |
| Charitable Remainder Annuity Trusts (2) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | NA | Trust | Yes (true) |
| Charitable Remainder Unitrusts (13) | ||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | Trust | NY | NA | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| See Schedule R Part VII Statement 1 | ||
| R | $850,000 | The College transfers cash to its Foundation in France for the purpose of funding the study abroad program there. |
| See Schedule R Part VII Statement 1 | ||
| R | $812,000 | The College transfers cash to its Foundation in Spain for the purpose of funding the study abroad program there. |
| Charitable Remainder Annuity Trusts (2) | ||
| S | $11,804,728 | A charitable remainder annuity trust matured during the fiscal year and the cash was transferred to the College per trust agreement. |
| Hamilton In France | ||
| O | $156,695 | FMV |
| Foundation Hamilton College | ||
| O | $159,500 | FMV |