BENTLEY UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENTLEY UNIVERSITY (EIN 04-1081650)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202111349349302276
- Schema version
- 2019v5.1
- 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 K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:58:07-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041081650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bentley University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NANCY ANTUNES | InCareOfNm |
| Business Name Control | BENT | BusinessNameControlTxt |
| Phone | 7818912000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 FOREST STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024524705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN FORRESTER | PersonNm |
| Person Title | VP AND CFO/TREASURER | PersonTitleTxt |
| Phone | 7818912000 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SMITA BALIGA | PreparerPersonNm |
| PTIN | P01643271 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAUREEN FORRESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 FOREST STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024524705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $398,646,224 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BENTLEY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 3017 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $495,108 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,155,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,904,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $301,758,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $295,215,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,300,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,529,866 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,214,000 | PYOtherRevenueAmt |
| CY Other Revenue | $1,976,000 | CYOtherRevenueAmt |
| PY Total Revenue | $319,427,667 | PYTotalRevenueAmt |
| CY Total Revenue | $316,624,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $89,174,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $92,374,756 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $135,754,723 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $135,451,681 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,879 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,590 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,501,550 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $88,655,004 | PYOtherExpensesAmt |
| CY Other Expenses | $79,427,095 | CYOtherExpensesAmt |
| PY Total Expenses | $313,661,106 | PYTotalExpensesAmt |
| CY Total Expenses | $307,270,122 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,766,561 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,354,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $657,775,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,081,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $236,287,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $269,586,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $421,488,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $411,495,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $224,564,672 | ExpenseAmt |
| Grant | $92,374,756 | GrantAmt |
| Revenue | $250,830,000 | RevenueAmt |
| Desc | EDUCATION AND STUDENT SUPPORT - FOUNDED IN 1917 AS THE BENTLEY SCHOOL OF ACCOUNTING AND FINANCE, BENTLEY UNIVERSITY PLACES VITAL EMPHASIS ON THE QUALITY OF ITS FACULTY AS DEDICATED TEACHERS/SCHOLARS. ACADEMICS ACROSS ALL DEPARTMENTS ARE COMMITTED TO ESTABLISHING EFFECTIVE TEACHING AND LEARNING RELATIONSHIPS WITH STUDENTS BOTH INSIDE AND OUTSIDE THE CLASSROOM, WHILE SIMULTANEOUSLY PURSUING SCHOLARLY RESEARCH THAT CONTRIBUTE TO THEIR KNOWLEDGE AND THAT SUPPORT THE UNIVERSITY'S TEACHING MISSION. OUR MORE THAN 100 STUDENT ORGANIZATIONS PROVIDE COUNTLESS OPPORTUNITIES FOR INVOLVEMENT, LEARNING, AND LEADERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,819,722 | ExpenseAmt |
| Revenue | $46,361,000 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - APPROXIMATELY 80% OF BENTLEY'S UNDERGRADUATE STUDENTS LIVE ON CAMPUS-PROVIDED HOUSING. RESIDENCE HALLS INCLUDE SINGLE, DOUBLE, TRIPLE, AND QUADRUPLE OCCUPANCY ROOMS AS WELL AS APARTMENTS AND SUITES. ALL OF THE RESIDENCE HALLS OFFER STUDENTS MODERN DAY AMENITIES. IN ADDITION, THE UNIVERSITY OFFERS RESIDENT STUDENTS SEVERAL DIFFERENT DINING OPTIONS FROM WHICH TO CHOOSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $263,384,394 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | 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 | false | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6075 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3017 | 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 | false | ForeignFinancialAccountInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY ANTUNES | PersonNm |
| Phone | 7818912688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 FOREST STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024524705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALISON DAVIS-BLAKE | |||||||||
| PRESIDENT/TRUSTEE | 50.0 | 0.0 | Yes (X) | Yes (X) | $740,380 | $0 | $97,656 | ||
| MAUREEN FORRESTER | |||||||||
| VP, CFO/TREASURER | 50.0 | 0.0 | Yes (X) | $409,035 | $0 | $48,725 | |||
| LYNNE ROSANSKY | |||||||||
| VP FOR ACA AFF/PROVOST | 50.0 | 0.0 | Yes (X) | $425,675 | $0 | $21,227 | |||
| M LYNNE MARKUS | |||||||||
| PROFESSOR | 50.0 | 0.0 | $387,012 | $0 | $35,025 | Yes (X) | |||
| DONNA MARIA BLANCERO | |||||||||
| VP, ACA AFF/PROVOST | 50.0 | 0.0 | Yes (X) | $347,072 | $0 | $41,327 | |||
| MAUREEN FLORES | |||||||||
| VP FOR ADVANCEMENT | 50.0 | 0.0 | Yes (X) | $339,481 | $0 | $48,598 | |||
| JANE FEDOROWICZ | |||||||||
| PROFESSOR | 50.0 | 0.0 | $337,476 | $0 | $47,571 | Yes (X) | |||
| ROY WIGGINS III | |||||||||
| FORMER INTERIM CO-PROVOST/DEAN | 50.0 | 0.0 | $330,282 | $0 | $48,686 | Yes (X) | |||
| RANI HOITASH | |||||||||
| PROFESSOR | 50.0 | 0.0 | $330,724 | $0 | $47,592 | Yes (X) | |||
| CAROLINA FIGUEROA | |||||||||
| VP, FOR ENROLLMENT MANAGEMENT | 50.0 | 0.0 | Yes (X) | $324,730 | $0 | $48,585 | |||
| MICHAEL PAGE | |||||||||
| FORMER VP ACA AFF/PROVOST | 50.0 | 0.0 | $337,097 | $0 | $34,659 | Yes (X) | |||
| GOPAL KRISHNAN | |||||||||
| PROFESSOR | 50.0 | 0.0 | $323,593 | $0 | $48,088 | Yes (X) | |||
| J ANDREW SHEPARDSON | |||||||||
| VP FOR STUD AFFAIRS & DEAN | 50.0 | 0.0 | Yes (X) | $303,923 | $0 | $47,603 | |||
| ROBERT WITTSTEIN | |||||||||
| VP AND CIO | 50.0 | 0.0 | Yes (X) | $320,386 | $0 | $29,174 | |||
| JUDITH MALONE | |||||||||
| VP/GENERAL COUNSEL & SECRETARY | 50.0 | 0.0 | Yes (X) | $297,112 | $0 | $46,602 | |||
| PIERRE BERTHON | |||||||||
| PROFESSOR | 50.0 | 0.0 | $312,086 | $0 | $31,250 | Yes (X) | |||
| GLORIA C LARSON | |||||||||
| FORMER PRESIDENT | 50.0 | 0.0 | $298,607 | $0 | $37,894 | Yes (X) | |||
| DANIEL EVERETT | |||||||||
| FORMER INTERIM CO-PROVOST/DEAN | 50.0 | 0.0 | $285,641 | $0 | $46,803 | Yes (X) | |||
| NANCY ANTUNES | |||||||||
| FORMER INTERIM CFO | 50.0 | 0.0 | $243,690 | $0 | $44,557 | Yes (X) | |||
| VALERIE FOX | |||||||||
| VP AND CMO | 50.0 | 0.0 | Yes (X) | $257,170 | $0 | $30,055 | |||
| GEORGE CANGIANO | |||||||||
| VP, HUMAN RESOURCES | 50.0 | 0.0 | Yes (X) | $239,800 | $0 | $42,021 | |||
| KENNETH CODY | |||||||||
| FORMER VP-FINANCE/TREASURER | 50.0 | 0.0 | $205,761 | $0 | $31,573 | Yes (X) | |||
| CHRISTOPHER J JOYCE | |||||||||
| VP MARKETING & COMMUNICATION | 50.0 | 0.0 | Yes (X) | $210,327 | $0 | $26,972 | |||
| JOSHUA BRAND | |||||||||
| VP FOR EXT RELATIONS | 50.0 | 0.0 | Yes (X) | $211,764 | $0 | $24,787 | |||
| IAN WALL | |||||||||
| INTERIM VP & CIO | 50.0 | 0.0 | Yes (X) | $25,149 | $0 | $2,517 | |||
| ROBERT E ALAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P ALBER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN F ARMATA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J TERENCE CARLETON | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J PAUL CONDRIN III | |||||||||
| CHAIR/ACTING PRESIDENT | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN L DELVECCHIO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA M DEYSHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE J ELAM | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C FREDA | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L GIUNTA | |||||||||
| VICE CHAIRMAN | 8.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TANYA HAIRSTON-WHITNER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW J HAJDUCKY III | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W CARL KESTER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH A LEITCH | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MANFREDI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| I NORMAN MASSRY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN C MILLNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEBONE C MOSES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN G O'CONNELL | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MELANIE OTERO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GORDON PULSIFER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICKOLAS STAVROPOULOS | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY R WARREN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN T ZINO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,843,973 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,009,547 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 322 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| SODEXO INC AFFILIATES | |||||
| 860 WINTER STREET | WALTHAM | MA | 02451 | FOOD SERVICES | $11,584,001 |
| CHAPMAN CONSTRUCTIONDESIGN COMPANY | |||||
| 84 WINCHESTER STREET | NEWTON HIGHLANDS | MA | 02461 | CONSTRUCTION | $3,465,463 |
| TIMBERLINE CONSTRUCTION CORPORATION | |||||
| 300 PINE STREET | CANTON | MA | 02021 | CONSTRUCTION | $2,573,550 |
| TITAN ROOFING INC | |||||
| 200 TAPLEY STREET | SPRINGFIELD | MA | 01104 | CONSTRUCTION | $2,536,800 |
| MCGARR SERVICE CORP | |||||
| 233 NEEDHAM STREET SUITE 530 | NEWTON | MA | 02464 | CUSTODIAL SERVICES | $2,054,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,079,000 | GovernmentGrantsAmt |
| All Other Contributions | $8,825,000 | AllOtherContributionsAmt |
| Noncash Contributions | $452,645 | NoncashContributionsAmt |
| Total Contributions | $12,904,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 900099 | $248,854,000 | $248,854,000 | ||
| Auxillary | 900099 | $45,961,939 | $45,014,996 | $946,943 | |
| CONFERENCE SERVICES | 721000 | $304,525 | $304,525 | ||
| NATATORIUM USE | 713940 | $94,536 | $94,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $295,215,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,640,224 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$22,812 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,663,036 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,911,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,021,358 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,889,642 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,889,642 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $118,859 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,770,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 |
| 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SOURCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,976,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,976,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,976,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,624,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $295,844,996 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $495,108 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,380,762 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,755,248 | TotalAmt |
| Program Services | $85,755,248 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,594,508 | TotalAmt |
| Program Services | $6,594,508 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,452,005 | TotalAmt |
| Program Services | $303,923 | ProgramServicesAmt |
| Management And General | $3,944,393 | ManagementAndGeneralAmt |
| Fundraising | $203,689 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,078 | TotalAmt |
| Program Services | $953,020 | ProgramServicesAmt |
| Management And General | $748,058 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,372,928 | TotalAmt |
| Program Services | $85,149,000 | ProgramServicesAmt |
| Management And General | $12,823,648 | ManagementAndGeneralAmt |
| Fundraising | $3,400,280 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,242,205 | TotalAmt |
| Program Services | $6,396,076 | ProgramServicesAmt |
| Management And General | $1,546,560 | ManagementAndGeneralAmt |
| Fundraising | $299,569 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,852,790 | TotalAmt |
| Program Services | $9,973,960 | ProgramServicesAmt |
| Management And General | $2,411,686 | ManagementAndGeneralAmt |
| Fundraising | $467,144 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,830,675 | TotalAmt |
| Program Services | $5,300,707 | ProgramServicesAmt |
| Management And General | $1,281,702 | ManagementAndGeneralAmt |
| Fundraising | $248,266 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,195 | TotalAmt |
| Program Services | $762,697 | ProgramServicesAmt |
| Management And General | $414,552 | ManagementAndGeneralAmt |
| Fundraising | $247,946 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,917 | TotalAmt |
| Program Services | $65,246 | ProgramServicesAmt |
| Management And General | $516,621 | ManagementAndGeneralAmt |
| Fundraising | $1,050 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,222 | TotalAmt |
| Management And General | $443,222 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,870 | TotalAmt |
| Management And General | $18,870 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,590 | TotalAmt |
| Fundraising | $16,590 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,866,122 | TotalAmt |
| Management And General | $2,866,122 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,542,326 | TotalAmt |
| Program Services | $2,407,325 | ProgramServicesAmt |
| Management And General | $135,001 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,761,576 | TotalAmt |
| Program Services | $1,391,747 | ProgramServicesAmt |
| Management And General | $344,785 | ManagementAndGeneralAmt |
| Fundraising | $25,044 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,211,293 | TotalAmt |
| Program Services | $4,478,522 | ProgramServicesAmt |
| Management And General | $1,602,977 | ManagementAndGeneralAmt |
| Fundraising | $129,794 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,816,391 | TotalAmt |
| Program Services | $2,595,611 | ProgramServicesAmt |
| Management And General | $2,155,731 | ManagementAndGeneralAmt |
| Fundraising | $65,049 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,716,988 | TotalAmt |
| Program Services | $12,122,427 | ProgramServicesAmt |
| Management And General | $593,601 | ManagementAndGeneralAmt |
| Fundraising | $960 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,076,273 | TotalAmt |
| Program Services | $1,450,594 | ProgramServicesAmt |
| Management And General | $398,957 | ManagementAndGeneralAmt |
| Fundraising | $226,722 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679,809 | TotalAmt |
| Program Services | $2,272,114 | ProgramServicesAmt |
| Management And General | $317,708 | ManagementAndGeneralAmt |
| Fundraising | $89,987 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,196,227 | TotalAmt |
| Program Services | $6,778,688 | ProgramServicesAmt |
| Management And General | $417,539 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,162,806 | TotalAmt |
| Program Services | $19,077,467 | ProgramServicesAmt |
| Management And General | $1,085,339 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,574 | TotalAmt |
| Program Services | $51,340 | ProgramServicesAmt |
| Management And General | $670,234 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Purchased Services | $9,270,552 | $5,820,904 | $3,449,648 | |
| STUDY ABROAD | $3,197,740 | $3,197,740 | ||
| LEASING | $483,131 | $370,735 | $104,057 | $8,339 |
| All Other Expenses | $254,083 | $89,795 | $93,167 | $71,121 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,270,122 | TotalAmt |
| Program Services | $263,384,394 | ProgramServicesAmt |
| Management And General | $38,384,178 | ManagementAndGeneralAmt |
| Fundraising | $5,501,550 | 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 | $47,191,174 | BOYAmt |
| EOY | $89,015,920 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,092,755 | BOYAmt |
| EOY | $4,761,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,167 | BOYAmt |
| EOY | $2,775,401 | 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 | $4,275,498 | BOYAmt |
| EOY | $3,076,764 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,218,472 | BOYAmt |
| EOY | $4,201,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $571,093,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $267,031,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,633,000 | BOYAmt |
| EOY | $304,062,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,255,000 | BOYAmt |
| EOY | $164,633,289 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,888,000 | BOYAmt |
| EOY | $108,186,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $3,919,085 | BOYAmt |
| EOY | $369,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,775,151 | BOYAmt |
| EOY | $681,081,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,796,000 | BOYAmt |
| EOY | $33,083,709 | 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 | $7,841,000 | BOYAmt |
| EOY | $12,231,607 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,843,000 | BOYAmt |
| EOY | $160,805,263 | 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 | $0 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,807,151 | BOYAmt |
| EOY | $38,466,413 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,287,151 | BOYAmt |
| EOY | $269,586,992 | 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 | $300,804,000 | BOYAmt |
| EOY | $293,027,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,684,000 | BOYAmt |
| EOY | $118,468,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,488,000 | BOYAmt |
| EOY | $411,495,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,775,151 | BOYAmt |
| EOY | $681,081,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,354,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,808,744 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,539,000 | 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 | $8,194,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,993,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,672,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,155,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,904,000 | CurrentTaxYearAmt |
| Total | $44,918,000 | 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 | $8,194,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,993,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,672,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,155,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,904,000 | CurrentTaxYearAmt |
| Total | $44,918,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $370,456 | SubstantialContributorsTotAmt |
| Public Support Total170 | $44,547,544 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,134,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,741,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,774,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,159,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,663,036 | CurrentTaxYearAmt |
| Total | $15,472,418 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $56,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,273 | CurrentTaxYearAmt |
| Total | $97,224 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,395,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,744,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,837,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,214,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,976,000 | CurrentTaxYearAmt |
| Total | $12,166,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,653,642 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,436,987,321 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61315 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| 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 | $18,870 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $18,870 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING EXPENSES | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1i BENTLEY UNIVERSITY PAYS MEMBERSHIP DUES TO VARIOUS EDUCATIONAL ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS, AND THEREFORE THE DUES CREATE INDIRECT LOBBYING EXPENSES FOR THE UNIVERSITY. THE PORTION OF MEMBERSHIP FEES ALLOCABLE TO LOBBYING ACTIVITIES WAS $18,870 FOR THE YEAR ENDED JUNE 30, 2020. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $215,825 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,502,744 | BeginningYearBalanceAmt |
| Contributions | $1,773,698 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,071,238 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,026,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,951,758 | OtherExpendituresAmt |
| End Year Balance | $263,227,202 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,725,063 | BeginningYearBalanceAmt |
| Contributions | $1,414,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,250,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,145,001 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,741,318 | OtherExpendituresAmt |
| End Year Balance | $276,502,744 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,996,000 | BeginningYearBalanceAmt |
| Contributions | $3,228,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,826,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,871,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,453,096 | OtherExpendituresAmt |
| End Year Balance | $279,725,063 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $241,944,000 | BeginningYearBalanceAmt |
| Contributions | $4,311,000 | ContributionsAmt |
| Investment Earnings Or Losses | $27,397,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,889,744 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,766,256 | OtherExpendituresAmt |
| End Year Balance | $262,996,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $256,630,000 | BeginningYearBalanceAmt |
| Contributions | $2,448,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,853,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,017,346 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,263,654 | OtherExpendituresAmt |
| End Year Balance | $241,944,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59877 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20155 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19968 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,870,765 | OtherCostOrOtherBasisAmt |
| Book Value | $31,870,765 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $472,687,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,356,000 | DepreciationAmt |
| Book Value | $257,331,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,434,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,675,000 | DepreciationAmt |
| Book Value | $5,759,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,101,235 | OtherCostOrOtherBasisAmt |
| Book Value | $9,101,235 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $304,062,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $60,436,000 | F |
| PRIVATE EQUITY/VENTURE CAPITAL | $33,446,000 | F |
| COMMODITIES | $9,974,000 | F |
| LIFE INSURANCE | $4,330,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $108,186,000 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAPS | $27,357,402 |
| POST RETIREMENT BENEFITS | $5,884,973 |
| ANNUITY OBLIGATION | $2,302,634 |
| REFUNDABLE U.S. GOVERNMENT GRANTS | $2,921,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,466,413 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $294,411,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,808,744 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$12,539,000 | OtherRevenueAmt |
| Revenue Not Reported | -$19,347,744 | RevenueNotReportedAmt |
| Revenue Subtotal | $313,758,744 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,866,122 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,866,122 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $316,624,866 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $304,404,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $304,404,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,866,122 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,866,122 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $307,270,122 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS OF ART | PART III, LINE 3 THE UNIVERSITY OWNS A MODERN COLLECTION OF ABOUT 30 PAINTINGS AND SCULPTURES THAT APPEAR IN PUBLIC COMMON AREAS THROUGHOUT THE CAMPUS, IN CONFERENCE ROOMS, AND IN THE PRESIDENT'S HOUSE. THE COLLECTION SEEKS TO ENRICH CAMPUS CULTURAL LIFE IN GENERAL, INCREASE THE EDUCATIONAL SCOPE AND OPPORTUNITY FOR APPRECIATION OF THE ARTS BY UNIVERSITY STUDENTS, AND CONTRIBUTE TO THE CULTURAL ENRICHMENT OF THE SURROUNDING COMMUNITY. |
| ENDOWMENT FUNDS | PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT PROVIDES FOR SCHOLARSHIPS TO STUDENTS, SUPPORT FOR ACADEMIC PROGRAMS, AND SUPPORT FOR PROGRAM ACTIVITIES. IN ADDITION, QUASI ENDOWMENT REPRESENTS 60% OF ENDOWMENT. THIS AMOUNT IS INVESTED AND THE EARNINGS ARE USED TO SUPPORT UNIVERSITY OPERATIONS. |
| FIN 48 (ASC 740) FOOTNOTE | PART X, LINE 2 THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE, AS AMENDED. ACCORDINGLY, IT IS GENERALLY NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 OR 2019. |
| OTHER REVENUES INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED ON FORM 990 | PART XI, LINE 2D CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS $( 6,534,000) OTHER NONOPERATING ACTIVITIES $( 965,000) VOLUNTARY RETIREMENT COST $( 5,040,000) TOTAL $(12,539,000) |
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 |
|---|---|
| NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3 BENTLEY UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSION OR ACCESS TO, OR TREATMENT OR EMPLOYMENT IN ANY OF ITS EDUCATIONAL PROGRAMS OR ACTIVITIES, INCLUDING SCHOLARSHIPS, LOANS, AND ATHLETICS, ON THE BASIS OF RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, GENDER IDENTITY AND/OR EXPRESSION, MARITAL STATUS, AGE, NATIONAL ORIGIN, CITIZENSHIP STATUS, DISABILITY, GENETIC INFORMATION, MILITARY OR VETERAN STATUS. BENTLEY UNIVERSITY MAINTAINS AND SUPPORTS AFFIRMATIVE ACTION PLANS FOR ITS WORKPLACE IN COMPLIANCE WITH FEDERAL LAW. EQUAL OPPORTUNITY EXTENDS TO ALL ASPECTS OF THE EMPLOYMENT RELATIONSHIP, INCLUDING HIRING, PROMOTIONS, TRAINING, WORKING CONDITIONS, COMPENSATION, AND BENEFITS. BENTLEY UNIVERSITY'S POLICIES AND PRACTICES REFLECT THE UNIVERSITY'S COMMITMENT TO NONDISCRIMINATION IN ALL AREAS OF EMPLOYMENT. THE UNIVERSITY COMPLIES WITH TITLE VI OF THE CIVIL RIGHTS ACT, TITLE IX OF THE EDUCATION AMENDMENTS ACT, SECTION 504 OF THE REHABILITATION ACT AND REVENUE PROCEDURE 75-50 PROHIBITING SUCH DISCRIMINATION. ANYONE BELIEVING THAT HE OR SHE HAS EXPERIENCED ADVERSE TREATMENT MAY REGISTER A COMPLAINT WITH THE VICE PRESIDENT, HUMAN RESOURCES AT GCANGIANO@BENTLEY.EDU. THE UNIVERSITY PUBLISHES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE AND IN THE STUDENT HANDBOOK. |
| FINANCIAL AID AND GOVERNMENTAL ASSISTANCE | SCHEDULE E, LINE 6A THE UNIVERSITY PARTICIPATES IN THE TITLE IV PROGRAM FOR CAMPUS WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, THE PERKINS LOAN PROGRAM, DIRECT LENDING, AND PELL GRANTS. THE UNIVERSITY PROVIDES FINANCIAL AID FUNDS TO THE STUDENTS BASED ON GENERALLY ACCEPTED UNIFORM NON-DISCRIMINATORY METHODOLOGY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | Study Abroad | $561,008 |
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad | $2,155,310 |
| South America | Program Services | Study Abroad | $59,523 |
| Sub-Saharan Africa | Program Services | Study Abroad | $59,404 |
| Central America and the Caribbean | Investments | $6,939,187 | |
| East Asia and the Pacific | Investments | $4,399,936 | |
| Europe (Including Iceland and Greenland) | Investments | $1,117,263 | |
| Central America and the Caribbean | Grantmaking | SCHOLARSHIP ASSISTANCE | $394,350 |
| East Asia and the Pacific | Grantmaking | SCHOLARSHIP ASSISTANCE | $2,819,604 |
| Europe (Including Iceland and Greenland) | Grantmaking | SCHOLARSHIP ASSISTANCE | $721,637 |
| Middle East and North Africa | Grantmaking | SCHOLARSHIP ASSISTANCE | $140,090 |
| North America | Grantmaking | SCHOLARSHIP ASSISTANCE | $712,170 |
| Russia and the Newly Independent States | Grantmaking | SCHOLARSHIP ASSISTANCE | $373,620 |
| South America | Grantmaking | SCHOLARSHIP ASSISTANCE | $660,681 |
| South Asia | Grantmaking | SCHOLARSHIP ASSISTANCE | $499,300 |
| Sub-Saharan Africa | Grantmaking | SCHOLARSHIP ASSISTANCE | $273,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $21,886,139 | SubtotalSpentAmt |
| Total Spent | $21,886,139 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Scholarship Assistance | Central America and the Caribbean | 19 | $394,350 | Acct Credit |
| Scholarship Assistance | East Asia and the Pacific | 230 | $2,819,604 | Acct Credit |
| Scholarship Assistance | Europe (Including Iceland and Greenland) | 32 | $721,637 | Acct Credit |
| Scholarship Assistance | Middle East and North Africa | 6 | $140,090 | Acct Credit |
| Scholarship Assistance | North America | 20 | $712,170 | Acct Credit |
| Scholarship Assistance | Russia and the Newly Independent States | 20 | $373,620 | Acct Credit |
| Scholarship Assistance | South America | 37 | $660,681 | Acct Credit |
| Scholarship Assistance | South Asia | 50 | $499,300 | Acct Credit |
| Scholarship Assistance | Sub-Saharan Africa | 14 | $273,056 | Acct Credit |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. | PART I, LINE 2 THE UNIVERSITY PROVIDES SCHOLARSHIP ASSISTANCE TO QUALIFIED STUDENTS. MANY SCHOLARSHIPS ARE BASED ON CRITERIA SUCH AS ACADEMIC STRENGTH, ATHLETIC ABILITY, AND LEADERSHIP OR COMMUNITY SERVICE. NON-NEED-BASED SCHOLARSHIP FUNDING IS AWARDED THROUGH THE ADMISSION PROCESS AND USUALLY HAS A GRADE POINT AVERAGE (GPA) OR OTHER REQUIREMENT FOR RENEWAL IN SUBSEQUENT YEARS. TYPES OF MERIT SCHOLARSHIPS INCLUDE THE TRUSTEE SCHOLARSHIP, THE PRESIDENT'S SCHOLARSHIP, AND THE INTERNATIONAL SCHOLARSHIP. ALL SCHOLARSHIP AMOUNTS ARE AUTOMATICALLY CREDITED TO THE INDIVIDUAL'S STUDENT ACCOUNT. |
| BASIS OF ACCOUNTING | PART I, LINE 3 THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MA CONFERENCE FOR WOMEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55071 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 202699177 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | SPONSORSHIP SPONSORSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarship Assistance | 3524 | $84,422,434 |
| HEERF - STUDENT AID | 2415 | $1,332,814 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS IN THE U.S. | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE MASSACHUSETTS CONFERENCE FOR WOMEN. THIS ENTITY PROVIDES OPPORTUNITIES FOR BUSINESS NETWORKING, PROFESSIONAL DEVELOPMENT, EDUCATION, AND PERSONAL GROWTH FOR WOMEN. PART III, LINE 1 SCHOLARSHIP ASSISTANCE THE UNIVERSITY PROVIDES SCHOLARSHIP ASSISTANCE TO QUALIFIED STUDENTS. MANY SCHOLARSHIPS ARE BASED ON CRITERIA SUCH AS ACADEMIC STRENGTH, ATHLETIC ABILITY, AND LEADERSHIP OR COMMUNITY SERVICE. NON-NEED-BASED SCHOLARSHIP FUNDING IS AWARDED THROUGH THE ADMISSIONS PROCESS AND USUALLY HAS A GRADE POINT AVERAGE (GPA) OR OTHER REQUIREMENT FOR RENEWAL IN SUBSEQUENT YEARS. TYPES OF MERIT SCHOLARSHIPS INCLUDE THE TRUSTEE SCHOLARSHIP, THE PRESIDENT'S SCHOLARSHIP, AND THE INTERNATIONAL SCHOLARSHIP. THE UNIVERSITY ALSO OFFERS GRANT FUNDS THAT ARE AWARDED BASED ON FINANCIAL NEED AND DO NOT HAVE TO BE REPAID. THE OFFICE OF FINANCIAL ASSISTANCE DETERMINES THE TOTAL AMOUNT OF A STUDENT'S NEED-BASED GRANT FUNDING ACCORDING TO FEDERAL AND INSTITUTIONAL FORMULAS. TYPES OF NEED BASED GRANTS INCLUDE BENTLEY SCHOLARSHIPS, AS WELL AS FEDERAL AND STATE SOURCES. ALL SCHOLARSHIP AMOUNTS ARE AUTOMATICALLY CREDITED TO THE INDIVIDUAL'S STUDENT ACCOUNT. PART III, LINE 2 HEERF - STUDENT AID On March 27, 2020, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act to ease the financial strain across the country created by COVID-19. A portion of that economic relief package included a Higher Education Emergency Relief fund to provide emergency grants to students to help them pay expenses caused by the pandemic's disruption. Bentley received $1,332,814 for emergency financial aid for students. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALISON DAVIS-BLAKE | ||||||||||||||
| PRESIDENT/TRUSTEE | $727,017 | $0 | $0 | $0 | $13,363 | $0 | $28,000 | $0 | $69,656 | $0 | $838,036 | $0 | $0 | $0 |
| MAUREEN FORRESTER | ||||||||||||||
| VP, CFO/TREASURER | $377,369 | $0 | $25,000 | $0 | $6,666 | $0 | $28,000 | $0 | $20,725 | $0 | $457,760 | $0 | $0 | $0 |
| LYNNE ROSANSKY | ||||||||||||||
| VP FOR ACA AFF/PROVOST | $205,701 | $0 | $0 | $0 | $219,974 | $0 | $20,607 | $0 | $620 | $0 | $446,902 | $0 | $0 | $0 |
| M LYNNE MARKUS | ||||||||||||||
| PROFESSOR | $381,455 | $0 | $0 | $0 | $5,557 | $0 | $28,000 | $0 | $7,025 | $0 | $422,037 | $0 | $0 | $0 |
| DONNA MARIA BLANCERO | ||||||||||||||
| VP, ACA AFF/PROVOST | $287,170 | $0 | $57,000 | $0 | $2,902 | $0 | $28,000 | $0 | $13,327 | $0 | $388,399 | $0 | $0 | $0 |
| MAUREEN FLORES | ||||||||||||||
| VP FOR ADVANCEMENT | $325,572 | $0 | $9,000 | $0 | $4,909 | $0 | $28,000 | $0 | $20,598 | $0 | $388,079 | $0 | $0 | $0 |
| JANE FEDOROWICZ | ||||||||||||||
| PROFESSOR | $330,651 | $0 | $3,000 | $0 | $3,825 | $0 | $28,000 | $0 | $19,571 | $0 | $385,047 | $0 | $0 | $0 |
| ROY WIGGINS III | ||||||||||||||
| FORMER INTERIM CO-PROVOST/DEAN | $174,706 | $0 | $0 | $0 | $155,576 | $0 | $28,000 | $0 | $20,686 | $0 | $378,968 | $0 | $0 | $0 |
| RANI HOITASH | ||||||||||||||
| PROFESSOR | $322,063 | $0 | $6,000 | $0 | $2,661 | $0 | $28,000 | $0 | $19,592 | $0 | $378,316 | $0 | $0 | $0 |
| CAROLINA FIGUEROA | ||||||||||||||
| VP, FOR ENROLLMENT MANAGEMENT | $298,676 | $0 | $24,000 | $0 | $2,054 | $0 | $28,000 | $0 | $20,585 | $0 | $373,315 | $0 | $0 | $0 |
| MICHAEL PAGE | ||||||||||||||
| FORMER VP ACA AFF/PROVOST | $331,789 | $0 | $0 | $0 | $5,308 | $0 | $28,000 | $0 | $6,659 | $0 | $371,756 | $0 | $0 | $0 |
| GOPAL KRISHNAN | ||||||||||||||
| PROFESSOR | $318,635 | $0 | $0 | $0 | $4,958 | $0 | $28,000 | $0 | $20,088 | $0 | $371,681 | $0 | $0 | $0 |
| J ANDREW SHEPARDSON | ||||||||||||||
| VP FOR STUD AFFAIRS & DEAN | $280,952 | $0 | $12,000 | $0 | $10,971 | $0 | $28,000 | $0 | $19,603 | $0 | $351,526 | $0 | $0 | $0 |
| ROBERT WITTSTEIN | ||||||||||||||
| VP AND CIO | $304,153 | $0 | $12,000 | $0 | $4,233 | $0 | $28,000 | $0 | $1,174 | $0 | $349,560 | $0 | $0 | $0 |
| JUDITH MALONE | ||||||||||||||
| VP/GENERAL COUNSEL & SECRETARY | $280,154 | $0 | $12,000 | $0 | $4,958 | $0 | $28,000 | $0 | $18,602 | $0 | $343,714 | $0 | $0 | $0 |
| PIERRE BERTHON | ||||||||||||||
| PROFESSOR | $309,769 | $0 | $0 | $0 | $2,317 | $0 | $24,276 | $0 | $6,974 | $0 | $343,336 | $0 | $0 | $0 |
| GLORIA C LARSON | ||||||||||||||
| FORMER PRESIDENT | $294,587 | $0 | $0 | $0 | $4,020 | $0 | $28,000 | $0 | $9,894 | $0 | $336,501 | $0 | $298,607 | $0 |
| DANIEL EVERETT | ||||||||||||||
| FORMER INTERIM CO-PROVOST/DEAN | $146,564 | $0 | $0 | $0 | $139,077 | $0 | $27,162 | $0 | $19,641 | $0 | $332,444 | $0 | $0 | $0 |
| NANCY ANTUNES | ||||||||||||||
| FORMER INTERIM CFO | $232,155 | $0 | $9,500 | $0 | $2,035 | $0 | $24,030 | $0 | $20,527 | $0 | $288,247 | $0 | $0 | $0 |
| VALERIE FOX | ||||||||||||||
| VP AND CMO | $159,212 | $0 | $12,000 | $0 | $85,958 | $0 | $16,657 | $0 | $13,398 | $0 | $287,225 | $0 | $0 | $0 |
| GEORGE CANGIANO | ||||||||||||||
| VP, HUMAN RESOURCES | $235,301 | $0 | $3,000 | $0 | $1,499 | $0 | $22,453 | $0 | $19,568 | $0 | $281,821 | $0 | $0 | $0 |
| KENNETH CODY | ||||||||||||||
| FORMER VP-FINANCE/TREASURER | $204,207 | $0 | $0 | $0 | $1,554 | $0 | $21,231 | $0 | $10,342 | $0 | $237,334 | $0 | $205,761 | $0 |
| CHRISTOPHER J JOYCE | ||||||||||||||
| VP MARKETING & COMMUNICATION | $197,205 | $0 | $12,000 | $0 | $1,122 | $0 | $19,892 | $0 | $7,080 | $0 | $237,299 | $0 | $0 | $0 |
| JOSHUA BRAND | ||||||||||||||
| VP FOR EXT RELATIONS | $160,561 | $0 | $50,000 | $0 | $1,203 | $0 | $15,000 | $0 | $9,787 | $0 | $236,551 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FOR THE CONVENIENCE OF THE UNIVERSITY, THE UNIVERSITY PROVIDES ON-CAMPUS HOUSING FOR ITS PRESIDENT. ESTIMATED ANNUAL RENTAL CHARGES ARE $48,965. THIS COST IS ALLOCATED TO THE PRESIDENT AS A NON-TAXABLE BENEFIT IN SCHEDULE J, PART II, COLUMN(D). IN ADDITION, ESTIMATED PERSONAL COSTS RELATED TO HOUSE SERVICES ARE INCLUDED IN THE PRESIDENT'S TAXABLE INCOME. DURING THE YEAR, THE UNIVERSITY PROVIDED CAR SERVICES TO THE CURRENT AND FORMER PRESIDENT TO BE USED FOR BUSINESS PURPOSES. THE AMOUNT PAID FOR COMMERCIAL CAR SERVICES IS NOT INCLUDED IN THE PRESIDENT'S TAXABLE WAGES AS THE CAR SERVICE WAS USED ONLY TO CONDUCT UNIVERSITY BUSINESS. FROM TIME TO TIME, THE UNIVERSITY MAY PROVIDE CERTAIN PAYMENTS THAT HAVE BEEN GROSSED-UP FOR TAX PURPOSES. FOR CALENDAR YEAR 2019, LYNNE ROSANSKY WAS THE ONLY INDIVIDUAL TO HAVE SUCH A PAYMENT. THIS AMOUNT IS INCLUDED IN HER TAXABLE INCOME. THE UNIVERSITY WILL OCCASIONALLY APPROVE FIRST CLASS TRAVEL FOR TRUSTEES OR OFFICERS WHEN THE TRAVEL IS WITHIN THE GUIDELINES OF THE UNIVERSITY'S TRAVEL POLICY. PART I, LINE 4A LYNNE ROSANSKY AND VALARIE FOX RECEIVED SEVERENCE PAYMENTS OF $176,631 AND $83,975, RESPECTIVELY, DURING THE YEAR. THESE PAYMENTS ARE INCLUDED IN THEIR OTHER REPORTABLE COMPENSATION IN PART II. |
| PART I, LINE 7 | NON-FIXED PAYMENTS BONUSES ARE AWARDED TO VICE PRESIDENTS BASED ON RECOMMENDATIONS MADE BY THE PRESIDENT AND ARE APPROVED BY THE COMPENSATION COMMITTEE WITH THE RATIONALE BASED UPON HER ASSESSMENT OF THE INDIVIDUAL'S PERFORMANCE. NANCY ANTUNES, JANE FEDOROWICZ, AND RANI HOITASH ALSO RECEIVED BONUS PAYMENTS DURING THE YEAR BASED ON RECOMMENDATION MADE BY MANAGEMENT AND APPROVED BY A VICE PRESIDENT. PURSUANT TO HER EMPLOYMENT CONTRACT, THE PRESIDENT'S EMPLOYMENT AGREEMENT DOES NOT CONTEMPLATE BONUS COMPENSATION BASED UPON PERFORMANCE. |
| PART II | GLORIA LARSON HAS A ONE YEAR ADMINISTRATIVE SABBATICAL IN HER EMPLOYMENT CONTRACT, BEGINNING UPON RETIREMENT. MS. LARSON RETIRED EFFECTIVE JUNE 30, 2018. THE AMOUNT OF HER SABBATICAL WAS PREVIOUSLY REPORTED AS OTHER DEFERRED COMPENSATION. AS A RESULT, THE AMOUNTS PAID FROM HER SABBATICAL HAVE BEEN REPORTED IN PART II, COLUMN F. KENNETH CODY HAS A SIX MONTH ADMINISTRATIVE SABBATICAL IN HIS EMPLOYMENT CONTRACT, BEGINNING UPON RETIREMENT. MR. CODY RETIRED EFFECTIVE DECEMBER 31, 2018. THE AMOUNT OF HIS SABBATICAL WAS PREVIOUSLY REPORTED AS OTHER DEFERRED COMPENSATION. AS A RESULT, THE AMOUNTS PAID FROM HIS SABBATICAL HAVE BEEN REPORTED IN PART II, COLUMN F. ROY WIGGINS III AND DANIEL EVERETT RECEIVED SABBATICAL PAYMENTS DURING THE YEAR. THE AMOUNTS PAID ARE REPORTED IN THEIR RESPECTIVE TAXABLE INCOMES IN PART II, COLUMN B(III). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA SERIES 2010 | ||||||||
| A | 043431814 | 57583R2N4 | 2010-09-16 | $41,816,878 | REFUNDING SERIES J 1998 | Yes (true) | false | false |
| MDFA SERIES 2013B | ||||||||
| B | 043431814 | 000000000 | 2013-12-10 | $37,157,000 | REFINANCING | false | false | false |
| MDFA SERIES 2013A | ||||||||
| C | 043431814 | 000000000 | 2013-12-10 | $71,143,000 | REFINANCING/CAPITAL PROJECTS | false | false | false |
| MDFA SERIES 2016 | ||||||||
| D | 043431814 | 57584XKJ9 | 2016-03-06 | $40,434,302 | RENOVATE JENNISON & RES HALLS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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 | $14,105,000 | $21,080,000 | $41,816,878 | $0 | $0 | $0 | $454,697 | $0 | $0 | $0 | $41,362,181 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $37,157,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,157,000 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $11,600,000 | $0 | $71,143,000 | $0 | $0 | $0 | $504,913 | $0 | $0 | $11,013,906 | $59,624,181 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $40,434,302 | $0 | $0 | $0 | $434,302 | $0 | $0 | $40,000,000 | $0 | $0 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||
| B | 0.00550 | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00550 | false | false | false | Yes (true) |
| C | 0.01020 | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01020 | false | false | false | Yes (true) |
| D | 0 | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2 | FormAndLineReferenceDesc |
| Explanation | COLUMN A AND B - MDFA SERIES 2010 AND MDFA SERIES 2013B THE MDFA SERIES 2010 AND MDFA SERIES 2013B BOND ISSUES MEET THE 6-MONTH EXCEPTION OF THE REBATE REQUIREMENT, AS THE GROSS PROCEEDS FROM BOTH BOND ISSUES WERE SPENT WITHIN 6 MONTHS OF THE ISSUE DATES. COLUMN C - MDFA SERIES 2013A THE MDFA SERIES 2013A WAS COMPRISED OF BOTH A PARTIAL REFUNDING AND A PARTIAL ISSUE OF NEW DEBT. THE REFUNDING PORTION OF THE BOND MEETS THE 6-MONTH EXCEPTION OF THE REBATE REQUIREMENT, AS THE GROSS PROCEEDS WERE SPENT WITHIN 6 MONTHS OF THE ISSUE DATE. THE FIRST REBATE CALCULATION FOR THE NEW MONEY PORTION WAS PERFORMED ON AUGUST 15, 2019. COLUMN D - MDFA SERIES 2016 THE FIRST REBATE CALCULATION FOR THE MDFA SERIES 2016 BOND ISSUE WAS PERFORMED ON SEPTEMBER 14, 2020. COLUMN A (PAGE CONTINUES) - MDFA SERIES 2017 THE FIRST REBATE CALCULATION FOR THE MDFA SERIES 2017 BOND ISSUE WAS PERFORMED ON OCTOBER 7, 2020. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDFA SERIES 2017 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57584X5UI | CUSIPNum |
| Bond Issued | 2017-12-21 | BondIssuedDt |
| Issue Price | $22,901,422 | IssuePriceAmt |
| Purpose | REFUNDING MDFA SERIES 2010 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $22,901,422 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $332,544 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $22,568,878 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $452,645 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NONCASH CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 9 AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 BENTLEY UNIVERSITY CHANGES THE WORLD WITH A TRANSFORMATIVE BUSINESS EDUCATION, INTEGRATED WITH ARTS AND SCIENCES, THAT INSPIRES AND PREPARES ETHICAL LEADERS WHO WILL CONFRONT THE CHALLENGES OF TODAY AND SHAPE THE OPPORTUNITIES OF TOMORROW. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 Bentley University is more than just one of the nation's top business schools. It is a lifelong-learning community that creates successful leaders who make business a force for positive change. With a combination of business and the arts and sciences and a flexible, personalized approach to education, Bentley provides students with critical thinking and practical skills that prepare them to lead successful, rewarding careers. Founded in 1917, the university enrolls 4,200 undergraduate and 1,000 graduate and PhD students and is set on 163 acres in Waltham, Massachusetts, 10 miles west of Boston. For more information, visit www.bentley.edu. BENTLEY UNIVERSITY ENJOYS A STRONG POSITION IN MANY MAJOR RANKINGS AND LISTS INCLUDING U.S. NEWS & WORLD REPORT, PRINCETON REVIEW, AND MANY OTHER NATIONAL PUBLICATIONS. UNDERGRADUATE AND GRADUATE BUSINESS PROGRAMS AT BENTLEY UNIVERSITY ARE ACCREDITED BY AACSB INTERNATIONAL (THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS). THE UNIVERSITY IS ALSO ACCREDITED BY THE NEW ENGLAND COMMISSION OF HIGHER EDUCATION (NECHE). THESE ACCREDITATIONS INDICATE THAT BENTLEY UNIVERSITY MEETS OR EXCEEDS ESTABLISHED STANDARDS AS DETERMINED BY PERIODIC AACSB PEER GROUP REVIEWS. IN ADDITION, BENTLEY UNIVERSITY IS ONE OF ONLY THREE BUSINESS SCHOOLS IN THE U.S. AND ABOUT 180 BUSINESS SCHOOLS WORLDWIDE TO EARN EQUIS ACCREDITATION, WHICH IS ADMINISTERED BY THE EUROPEAN FOUNDATION FOR MANAGEMENT DEVELOPMENT (EFMD). EQUIS IS THE LEADING INTERNATIONAL SYSTEM OF QUALITY ASSESSMENT, IMPROVEMENT, AND ACCREDITATION OF HIGHER EDUCATION INSTITUTIONS IN MANAGEMENT AND BUSINESS ADMINISTRATION. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11 A FULL AND COMPLETE COPY OF THE FORM 990 AND ALL ITS ACCOMPANYING SCHEDULES WAS SENT ELECTRONICALLY TO THE UNIVERSITY'S TRUSTEE AUDIT COMMITTEE IN APRIL FOR ITS REVIEW. UPON COMPLETION OF THAT REVIEW IN EARLY MAY, THE COMPLETE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES AND SENIOR MANAGEMENT MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH COMPANIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES MAY PARTICIPATE IN ANY DECISION IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST. EACH TRUSTEE IS REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AS WELL AS DISCLOSE ANY POTENTIAL RELATED-PARTY TRANSACTIONS TO THE AUDIT COMMITTEE. WHEN SUCH A RELATIONSHIP EXISTS, THE UNIVERSITY REQUIRES THAT SUCH TRANSACTIONS BE CONDUCTED AT ARM'S LENGTH, WITH TERMS THAT ARE FAIR AND REASONABLE TO THE UNIVERSITY. FOR SENIOR MANAGEMENT, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN, OR GOVERNANCE OF EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH, ENTITIES DOING BUSINESS WITH THE UNIVERSITY. WHEN SUCH RELATIONSHIPS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE THE ACTUAL OR PERCEIVED CONFLICT IN THE BEST INTEREST OF THE UNIVERSITY. |
| COMPENSATION POLICY | FORM 990, PART VI, SECTION B, LINE 15 Compensation arrangements for the president and all officers are reviewed and approved, in advance of any payment, by the compensation AND BENEFITS committee of the board of trustees, which is independent of management and free of any conflicts of interest that would interfere with their exercise of independent judgment. The compensation AND BENEFITS committee reviews other non-profit organizations' Forms 990 and general salary surveys and salaries and then submits its recommendations for approval by the full board. IN ADDITION, THE UNIVERSITY PERIODICALLY ENGAGES AN INDEPENDENT PARTY THAT REVIEWS SALARY INFORMATION AND REPORTS RESULTS TO THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF TRUSTEES. DETAIL OF ALL DISCUSSIONS OF THE TRUSTEE COMPENSATION AND BENEFITS COMMITTEE IS CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT AND ALL OFFICERS IS REASONABLE AND SATISFIES THE REBUTTABLE PRESUMPTION OF TREASURY REGULATION SECTION 53.4958-6. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S PRINCIPAL GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BY-LAWS, ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THEREFORE AVAILABLE TO THE PUBLIC. THE UNIVERSITY'S FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY'S WEBSITE FOR PUBLIC VIEWING. REGARDING CONFLICT OF INTEREST, THE INDIVIDUAL FORMS SIGNED BY TRUSTEES AND OFFICERS ARE NOT AVAILABLE FOR PUBLIC INSPECTION BUT THE UNIVERSITY'S FINANCIAL STATEMENTS DO INCLUDE A FOOTNOTE DISCUSSING RELATED-PARTY TRANSACTIONS. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. ACTING PRESIDENT START DATE FORM 990, PART VII, SECTION A, LINE 30 EFFECTIVE 6/13/2020, J. PAUL CONDRIN III BECAME THE ACTING PRESIDENT OF THE UNIVERSITY. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS $( 6,534,000) OTHER NONOPERATING ACTIVITIES $( 965,000) VOLUNTARY RETIREMENT COST $( 5,040,000) TOTAL $(12,539,000) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUST (2) | ||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | CRAT | MA | BENTLEY | Trust | Yes (true) |
| CHARITABLE REMAINDER ANNUITY TRUST (5) | ||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | CRUT | MA | BENTLEY | 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 | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |