2020-05-05T07:21:50-05:00 2019-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2018-07-01 020222120 Colby-Sawyer College COLB 6035263000 541 Main Street New London NH 03257 Karen Bonewald VP Finance/Administration 6035263000 2020-04-22 1 Barbara J McGuan CPA P00219457 2077752387 2020-04-22 69.49.157.66 2020-04-22 15:34:48 ED P 15D84E00388989A2FD892B611AF49EE7CA45C0C7 B12F49522033FB8D1B7BDF64743817F7E8159EF1 2018 2020-09-22 18:59:49Z Susan D Stuebner EdD 541 Main Street New London NH 03257 68820984 0 X www.colby-sawyer.edu X 1837 NH Institute of Higher Learning 22 22 863 60 521164 -54790 3498574 10824851 50003200 46140485 1110391 1460738 0 0 54612165 58426074 25557924 23412931 0 0 16925884 14661318 39192 38942 835662 15354912 16338045 57877912 54451236 -3265747 3974838 99970548 102893055 42515851 40332579 57454697 62560476 X Colby-Sawyer College is a private, independent, residential, college offering undergraduate and graduate educational programs based in the liberal arts and sciences and designed to prepare students for their professions and lives of ongoing learning. Faculty, staff and students strive for excellence in the College's engaged teaching and learning community to foster students' academic, intellectual, and personal growth. The College prepares students to thrive in, and make a positive impact upon, a dynamic, diverse, and interdependent world. Colby-Sawyer College was founded as an academy in 1837 and has been integrated in higher education since 1928. 0 0 42143891 23412931 34378975 Institution provided a liberal arts, four-year private education to students and supported that effort with academic support services (library, tutoring, career development) and financial assistance through gifts, grants, endowment income, and college resources which assisted students in financing the cost of their attendance. 6652641 11761510 Auxiliary services provided food service and facilities to students as part of a residential institution; student services provided additional support for athletics, health and counseling, student activities, and student government. 48796532 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 130 0 1 863 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NH X Karen Bonewald 6035263000 541 Main Street New London NH 03257 Peter F Volanakis Chair 2.00 X X 0 0 0 Lisa Hogarty Vice Chair 2.00 X X 0 0 0 Collin D Bray Trustee 2.00 X 0 0 0 Cailin C Bullett Trustee 2.00 X 0 0 0 Nicholas A Ciarlante Trustee 2.00 X 0 0 0 Thomas C Csatari Trustee 2.00 X 0 0 0 Matthew L Godbout Trustee 2.00 X 0 0 0 Ann C Harris Trustee 2.00 X 0 0 0 Barbara-Jan Wilson Trustee 2.00 X 0 0 0 Susan DeBevoise Wright Trustee 2.00 X 0 0 0 Sally S Veitch Trustee 2.00 X 0 0 0 Pamela S Bright Trustee 2.00 X 0 0 0 Deborah L Coffin Trustee 2.00 X 0 0 0 Gretchen R Massey Trustee 2.00 X 0 0 0 Margaret V Mulley Trustee 2.00 X 0 0 0 Anthony H Librot Trustee 2.00 X 0 0 0 William T Hopwood Trustee 2.00 X 0 0 0 Thomas W Hoyt Trustee 2.00 X 0 0 0 Beth Meurlin Trustee 2.00 X 0 0 0 JoAnn Overfield Trustee 2.00 X 0 0 0 Dave Payne Trustee 2.00 X 0 0 0 William H Mitchell Trustee 2.00 X 0 0 0 Susan Stuebner President 40.00 X 275653 0 42016 Karen Bonewald VP Finance/ Treasurer 40.00 X 141744 0 9036 Dan Parish VP Advancement 40.00 X 171068 0 7450 Laura Sykes VP Academics 40.00 X 131944 0 23723 Anna Miner VP Enrollment 40.00 X 106371 0 36188 Robin Davis VP Student Development 40.00 X 107789 0 36188 Jean Eckrich Professor 40.00 X 109706 0 34804 1044275 0 189405 7 0 1 0 Eat'N Park Hospitality Group PO Box 644091 Pittsburgh PA 152644091 Food & Maintenance 2732712 EAB Global Inc PO Box 603519 Charlotte NC 282603519 Consulting 536903 Ernst & Young US LLP PO Box 640382 Pittsburgh PA 152640382 Consulting 217429 John K's Painting Co LLC 55 Nelson Street Manchester NH 03103 Painting 153829 Premier Coach 946 Route 7 South Milton VT 05468 Transportation 136830 7 278881 10545970 334479 10824851 Tuition and Fees 611710 33571960 33571960 Auxiliary Enterprises 713940 11761510 11240346 521164 Other Student Revenue 611710 807015 807015 46140485 1503161 1503161 10352487 10394910 -42423 -42423 -42423 58426074 45619321 521164 1460738 23412931 23412931 438451 438451 10934388 9422994 966497 544897 419541 324752 86012 8777 2130435 1805872 281933 42630 738503 610897 112836 14770 67681 67681 105522 105522 38942 38942 47366 47366 3721780 3064326 633514 23940 82797 77257 5540 2724916 2363015 294874 67027 313813 313813 3069479 2773178 296301 307485 247915 17086 42484 949482 670847 278635 2183101 1928709 254392 22250 22250 Other Student Services 1331859 682876 637791 11192 Miscellaneous 928146 651312 235831 41003 Sports 423588 423588 Credit Card Fees 58780 58780 54451236 48796532 4819042 835662 X 92093 186953 1811122 3616154 1432057 1394016 375131 154711 456425 358537 696866 672895 95597220 41680766 54431865 53916454 37050370 39075712 3624619 3517623 99970548 102893055 2669860 2167892 2364946 2158312 24072757 23736635 5598691 4462442 5740414 5831121 2069183 1976177 42515851 40332579 X 19916489 21452828 9674615 9973949 27863593 31133699 57454697 62560476 99970548 102893055 X 3974838 1077636 53305 X 0 1 X 1 1 1 X 4250139 5293539 7182863 3498574 10824851 31049966 4250139 5293539 7182863 3498574 10824851 31049966 6943696 24106270 874980 1097074 1071748 1031140 1503161 5578103 36628069 270927389 0.65810 0.73870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 Part II-B, Line 1: Colby-Sawyer College belongs to member organizations which may engage in lobbying activities. An unknown amount of such dues paid may pertain to lobbying activities. 42050 X 0 37513273 3348823 2494370 3909063 39447403 36578890 1523792 2412190 3001599 37513273 34954882 2034448 4502436 4912876 36578890 38417755 846898 -1368307 2941464 34954882 38878181 658314 979408 2098148 38417755 0.14750 0.74230 0.11020 0 0 2144425 2144425 70129929 41680766 28449163 17017636 17017636 6305230 6305230 53916454 U.S. Government Loan Advances 500257 Post-Retirement Benefits Liability 960272 Annuity Obligations 515648 1976177 36096718 1077636 53305 1130941 34965777 47366 23412931 23460297 58426074 30990939 0 30990939 47366 23412931 23460297 54451236 Part V, Line 4: The College's endowment consists of approximately 200 individual funds established for a variety of purposes. Its endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by U.S. GAAP, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. Part XI, Line 2d - Other Adjustments: Change in Value of Life Income Funds 41,914. Adjustment of Present Value Liability 11,391. Part XI, Line 4b - Other Adjustments: Scholarships and Other Expenses 23,412,931. Part XII, Line 4b - Other Adjustments: Scholarships 23,412,931. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The nondiscrimination policy is published in the college catalogue, student handbook, and all recruiting documents. Schedule E, Part I, Line 6 Colby-Sawyer College receives loans and other government grant money. X X X 1 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52402 Solicitation and Consulting for Fundraising 0 0 26510 -26510 Pentera 8650 Commerce Park Place Suite G Indianapolis IN 46268 Solicitation and Consulting for Fundraising 0 0 12432 -12432 38942 -38942 NH AL AK CA CO CT DC FL GA HI IL IA KS LA ME MD MI MN MO NV NJ NM NY NC ND OH OK OR PA RI SC TN TX 1 Federal SEOG Grant 169 240428 FMV Financial Aid disbursed directly to student account Consortium Grants 18 618985 FMV Financial Aid disbursed directly to student account CSC Grant 334 1555404 FMV Financial Aid disbursed directly to student account CSC Housing Grant 27 107286 FMV Financial Aid disbursed directly to student account CSC Scholarships 782 19232963 FMV Financial Aid disbursed directly to student account Endowed Scholarships 261 1398368 FMV Financial Aid disbursed directly to student account Restricted Scholarships 40 259497 FMV Financial Aid disbursed directly to student account Part I, Line 2: All assistance is in the form of grants and scholarships. These funds are applied directly to the student's account. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Susan Stuebner President 275653 0 0 0 0 0 12016 0 30000 0 317669 0 0 0 Karen Bonewald VP Finance/ Treasurer 141744 0 0 0 0 0 7296 0 1740 0 150780 0 0 0 Dan Parish VP Advancement 171068 0 0 0 0 0 7450 0 0 0 178518 0 0 0 Laura Sykes VP Academics 131944 0 0 0 0 0 12186 0 11537 0 155667 0 0 0 Part I, Line 1a The College provides a housing allowance for the President of the Organization, as it is required that he/she lives on campus as a part of his/her employment. Additionally, the College provides gross-up payments for moving expenses to cover the FICA and Medicare taxes for relocating employees. A New Hampshire Health and Education Facilities Authority 020279866 2012-06-13 27000000 Refinancing of Previous Bonds & Capital Improvements 0 0 0 A 2928823 27000000 371899 26628101 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 2 323473 FMV X 27 prs of Nike shoes for M/W Cross Country T&F teams 1 3265 Receipt of purchase X Misc. enhancements to the President's House (blinds for sun room, garb 1 2719 Receipt of purchase X 4 Red Sox tickets for the 2019 season 1 760 Receipt of purchase X Catering & beverage faculty/staff opening reception 1 671 Receipt of purchase X Red Sox tickets for giving promotion 1 512 Receipt of purchase X Materials for Baird Health & Counseling for CSC Medicine Program 1 476 Receipt of purchase X Printer & cartridge for President's Office 1 414 Receipt of purchase X Drinks for the Pub Social 2/22/19 1 359 Receipt of purchase X Purchased student art for Ware 005. Eagle series, Wolf series, 2 print 1 320 Receipt of purchase X Ski swap proceeds 2018 1 311 Receipt of purchase X Food & beverages for the holiday luncheon. 1 271 Receipt of purchase X purchased a Swingaway Bryce Harper MVP LTD for baseball team 1 200 Receipt of purchase X 12 training shirts for M&W X-Country Teams 1 194 Receipt of purchase X Misc. items purchased for Library open house 1 144 Receipt of purchase X 'Great Place to Work' buttons for CSC employees 1 129 Receipt of purchase X Underwrite breakfast at Advancement staff's retreat 1 120 Receipt of purchase X Jim Herrick's piano tuning invoice (for piano in Wheeler Hall) 1 85 Receipt of purchase X 2018 Tennis Sponsor 1 38 Receipt of purchase X Candy for Trustee meetings 1 17 Receipt of purchase 0 0 0 Form 990, Part VI, Section B, line 11b The audit committee reviewed a copy of the full Form 990, however only a redacted version without Schedule B was provided to the full Board prior to filing. Form 990, Part VI, Section B, line 12c All trustees submit a conflict of interest questionnaire annually. The questionnaires are reviewed by the secretary of the College and the College treasurer. Any conflicts would be referred to the audit committee, a permanent standing committee of the board of trustees, for review and any necessary action would be taken. Form 990, Part VI, Section B, line 15 Compensation at Colby-Sawyer is under the review of Finance and Investment, a permanent standing committee of the board of trustees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public through the Organization's website, upon request and through the employee handbook. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Colby-Sawyer College 541 Main Street, New London, NH 03257 EIN 02-0222120 Colby-Sawyer College is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Value of Life Income Funds 41,914. Adjustment of Present Value Liability 11,391. Joan H Lena Charitable Remainder Trust Heald Financial Consulting 20 Willi Wellesley MA 02481 Charitable Remainder Unitrust MA N/A T 0.50000 0 Robert E Mulholland 2013 Charitable Remainder Unitrust 400 Park Avenue New York NY 10022 Charitable Remainder Unitrust NY Colby-Sawyer College T 468780 1.00000 1 The Richard N Thielen Charitable Remainder Unitrust RINET 101 Federal Street 14th Floor Boston MA 02110 Charitable Remainder Unitrust MA Colby-Sawyer College T 792749 1.00000 1 Patricia A Thornton Charitable Remainder Unitrust US Trust 100 Federal Street Boston MA 02110 Charitable Remainder Unitrust MA Colby-Sawyer College T 415843 1.00000 1 The Mary Scheu Teach Charitable Remainder Annuity Trust Winthrop Financial 111 Genese Stree Buffalo NY 14203 Charitable Remainder Unitrust NY Colby-Sawyer College T 45041 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0