PRESIDENT AND TRUSTEES OF BATES COLLEGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRESIDENT AND TRUSTEES OF BATES COLLEGE (EIN 01-0211781)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-10
- IRS object ID
- 202021929349301527
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T10:20:29-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010211781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESIDENT AND TRUSTEES OF BATES COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 2077868339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 Lane Hall 2 Andrews Rd | AddressLine1Txt |
| City | Lewiston | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Geoffrey Swift | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2077868339 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 134.181.173.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Geoffrey S Swift | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 Lane Hall | AddressLine1Txt |
| Address Line2 | 2 Andrews Road | AddressLine2Txt |
| City | Lewiston | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $251,281,769 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bates.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1855 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Bates College is a private, highly selective, residential college devoted to undergraduate study in the traditional disciplines of the liberal arts and sciences as well as in emerging interdisciplinary programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2482 | TotalEmployeeCnt |
| Total Volunteers | 3210 | TotalVolunteersCnt |
| Total Gross UBI | -$34,928 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$43,981 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,814,041 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,685,302 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $124,057,680 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,766,603 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,189,845 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,153,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,596 | PYOtherRevenueAmt |
| CY Other Revenue | -$88,250 | CYOtherRevenueAmt |
| PY Total Revenue | $163,103,162 | PYTotalRevenueAmt |
| CY Total Revenue | $184,516,788 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,278,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,133,364 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $73,582,768 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $78,040,237 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,878,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,347,785 | PYOtherExpensesAmt |
| CY Other Expenses | $44,526,160 | CYOtherExpensesAmt |
| PY Total Expenses | $152,208,703 | PYTotalExpensesAmt |
| CY Total Expenses | $158,699,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,894,459 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,817,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $655,746,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $674,304,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,872,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,630,578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $518,873,863 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $539,673,752 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to its programs and opportunities by qualified learners. Bates offers a curriculum and faculty that challenge students to attain intellectual achievements and to develop powers of critical assessment, analysis, expression, aesthetic sensibility, and independent thought. The College sponsors cultural, volunteer, athletic, social, and religious opportunities which are open to all students, and values participation in these activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $138,269,748 | ExpenseAmt |
| Grant | $36,133,364 | GrantAmt |
| Revenue | $129,766,603 | RevenueAmt |
| Desc | Higher Education: Bates College, widely regarded as one of the finest liberal arts colleges in the nation, is dedicated to the principle of active engagement. A 10-1 student-faculty ratio makes possible close collaborations in classroom and laboratory; the Bates learning experience is honed through seminars, research, service-learning, and the capstone of senior thesis. Typically, two-thirds of Bates' approximately 1,832 students on campus study abroad at some point during their academic careers at Bates. Co-curricular life is rich: most students participate in one of approximately 120 student-run clubs and organizations. Alumni frequently cite the capacities they develop at Bates for critical assessment, analysis, expression, aesthetic sensibility and independent thought. Close to 80 percent of students participate in career internships, and more than two-thirds of recent graduates enroll in graduate study within 10 years after graduation. (Approximately 1,832 students on-campus.) | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $138,269,748 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2051 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2482 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Treasurer | PersonNm |
| Phone | 2077868339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 Lane Hall 2 Andrews Rd | AddressLine1Txt |
| City | Lewiston | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04240 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Stuart B Abelson | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Chris Barbin | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa B Barry | |||||||||
| Board Member, Secretary | 1 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| H Scott Bierman | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Michael W Bonney | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Andrea C Bueschel | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Ann E Bushmiller | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| William C Carey | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory A Ehret | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Geraldine M FitzGerald | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Scott D Freeman | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Marjorie Northrop Friedman | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| John D Gillespie | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher J Gorayeb | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Evelynn M Hammonds | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Erik O Jarnryd | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Stacey L Kelly | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| David W Longdon III | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Mark D Mandel | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Marks | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Dervilla M McCann | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Judith B Miller | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| John P Murchison | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Mary H Pressman | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Carol L Rattray | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| John T Rossello Jr | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Jeremy M Sclar | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Richard L Smith | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Emma Sprague | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| William F Sweat | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Garth A L Timoll | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Quoc Kinh Tran | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Utzschneider | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Jean P Wilson | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| A Clayton Spencer | |||||||||
| President | 40 | Yes (X) | $488,270 | $0 | $89,680 | Yes (X) | |||
| Geoffrey Swift | |||||||||
| VP Fin & Admin, Treasurer | 40 | $289,495 | $0 | $74,176 | Yes (X) | ||||
| Sarah Pearson | |||||||||
| Vice President, College Advancement | 40 | $326,228 | $0 | $68,411 | Yes (X) | ||||
| Patricia Schoknecht | |||||||||
| VP for Information & Library Services | 40 | $244,290 | $0 | $39,001 | Yes (X) | ||||
| Joshua McIntosh | |||||||||
| VP Student Affairs, Dean of Students | 40 | $234,230 | $0 | $48,033 | Yes (X) | ||||
| Sean Findlen | |||||||||
| Chief Communications Officer | 40 | $199,148 | $0 | $44,694 | Yes (X) | ||||
| Leigh Weisenburger | |||||||||
| Dean of Admission and Financial Aid | 40 | $183,695 | $0 | $64,784 | Yes (X) | ||||
| Michael Murray | |||||||||
| Professor | 40 | $219,599 | $0 | $59,911 | Yes (X) | ||||
| Kathryn Low | |||||||||
| Professor | 40 | $195,956 | $0 | $44,731 | Yes (X) | ||||
| Thomas Wenzel | |||||||||
| Professor | 40 | $191,042 | $0 | $39,003 | Yes (X) | ||||
| Jennifer Foley | |||||||||
| Associate VP for College Advancement | 40 | $179,605 | $0 | $43,650 | Yes (X) | ||||
| Eric Foushee | |||||||||
| Associate VP for College Advancement | 40 | $173,043 | $0 | $57,932 | Yes (X) | ||||
| Natalie Williamson | |||||||||
| Controller, Former Officer | 40 | $138,569 | $0 | $55,659 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,063,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $729,665 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 117 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| Payette Associates Inc | |||||||
| 290 Congress Street | Fifth Floor | Boston | MA | 022101005 | Architect | $2,165,411 | |
| Contracting Specialists Inc | |||||||
| 453 South Main Street | Attleboro | MA | 02703 | Building Services | $2,071,767 | ||
| Wardwell Piping Inc | |||||||
| 194 Roosevelt Trail | Windham | ME | 04062 | Construction | $1,684,364 | dba ATA Piping Inc | |
| Hall Capital Partners LLC | |||||||
| One Maritime Plaza | Suite 500 | San Francisco | CA | 94111 | Investment Management | $923,102 | |
| Herbert Construction | |||||||
| 9 Gould Road | Lewiston | ME | 04240 | Construction | $905,960 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $16,875 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $2,552,489 | GovernmentGrantsAmt |
| All Other Contributions | $26,115,938 | AllOtherContributionsAmt |
| Noncash Contributions | $5,810,969 | NoncashContributionsAmt |
| Total Contributions | $28,685,302 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student Tuition and Fees | 611310 | $123,843,145 | $123,843,145 | $0 | $0 |
| Other Educational Programs & Events | 611310 | $3,985,447 | $3,985,447 | $0 | $0 |
| Auxillary | 611710 | $1,938,011 | $1,938,011 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,766,603 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,851,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,851,963 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $438,351 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $527,448 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$89,097 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$89,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$89,097 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,578,438 | SecuritiesAmt |
| Other | $17,926,364 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,203,632 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,374,806 | SecuritiesAmt |
| Other | $17,926,364 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,301,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$34,928 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,336,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,748 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,901 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $847 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,516,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,766,603 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$34,928 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,099,811 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,150 | TotalAmt |
| Program Services | $10,150 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,199,802 | TotalAmt |
| Program Services | $34,199,802 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,923,412 | TotalAmt |
| Program Services | $1,923,412 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,786 | TotalAmt |
| Program Services | $724,952 | ProgramServicesAmt |
| Management And General | $1,318,361 | ManagementAndGeneralAmt |
| Fundraising | $382,473 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,368 | TotalAmt |
| Program Services | $73,368 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,178,806 | TotalAmt |
| Program Services | $49,894,426 | ProgramServicesAmt |
| Management And General | $4,143,617 | ManagementAndGeneralAmt |
| Fundraising | $3,140,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,154,881 | TotalAmt |
| Program Services | $4,555,753 | ProgramServicesAmt |
| Management And General | $314,954 | ManagementAndGeneralAmt |
| Fundraising | $284,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,292,479 | TotalAmt |
| Program Services | $8,067,245 | ProgramServicesAmt |
| Management And General | $610,808 | ManagementAndGeneralAmt |
| Fundraising | $614,426 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,914,917 | TotalAmt |
| Program Services | $3,382,596 | ProgramServicesAmt |
| Management And General | $310,700 | ManagementAndGeneralAmt |
| Fundraising | $221,621 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,129 | TotalAmt |
| Program Services | $23,100 | ProgramServicesAmt |
| Management And General | $528,587 | ManagementAndGeneralAmt |
| Fundraising | $11,442 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,466 | TotalAmt |
| Management And General | $150,466 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,285,020 | TotalAmt |
| Management And General | $3,285,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,378,548 | TotalAmt |
| Program Services | $2,438,253 | ProgramServicesAmt |
| Management And General | $604,385 | ManagementAndGeneralAmt |
| Fundraising | $335,910 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,760,958 | TotalAmt |
| Program Services | $1,748,784 | ProgramServicesAmt |
| Management And General | $742,100 | ManagementAndGeneralAmt |
| Fundraising | $270,074 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,844 | TotalAmt |
| Program Services | $1,861,891 | ProgramServicesAmt |
| Management And General | $797,953 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,295,124 | TotalAmt |
| Program Services | $6,128,517 | ProgramServicesAmt |
| Management And General | $166,607 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,805,931 | TotalAmt |
| Program Services | $2,377,876 | ProgramServicesAmt |
| Management And General | $169,009 | ManagementAndGeneralAmt |
| Fundraising | $259,046 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,280 | TotalAmt |
| Program Services | $332,077 | ProgramServicesAmt |
| Management And General | $74,173 | ManagementAndGeneralAmt |
| Fundraising | $24,030 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,150,843 | TotalAmt |
| Program Services | $4,125,031 | ProgramServicesAmt |
| Management And General | $25,812 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,906,150 | TotalAmt |
| Program Services | $7,674,049 | ProgramServicesAmt |
| Management And General | $232,101 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,231 | TotalAmt |
| Program Services | $81,220 | ProgramServicesAmt |
| Management And General | $757,011 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food and Beverage | $3,081,719 | $2,441,780 | $231,040 | $408,899 |
| Books, Periodicals & Collections | $2,157,595 | $2,073,501 | $61,880 | $22,214 |
| Cost of Sales | $870,621 | $833,710 | $15,533 | $21,378 |
| Equipment/Rental/Maintenance & Other | $3,191,701 | $3,298,255 | $11,890 | -$118,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,699,761 | TotalAmt |
| Program Services | $138,269,748 | ProgramServicesAmt |
| Management And General | $14,552,007 | ManagementAndGeneralAmt |
| Fundraising | $5,878,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,248 | BOYAmt |
| EOY | $35,598 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,110,498 | BOYAmt |
| EOY | $11,520,708 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,124,015 | BOYAmt |
| EOY | $63,003,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,044 | BOYAmt |
| EOY | $2,035,190 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,546,624 | BOYAmt |
| EOY | $2,638,161 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,711 | BOYAmt |
| EOY | $814,652 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,218,452 | BOYAmt |
| EOY | $2,005,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $306,878,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,382,726 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,571,749 | BOYAmt |
| EOY | $192,495,633 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,083,779 | BOYAmt |
| EOY | $138,212,954 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,813,746 | BOYAmt |
| EOY | $245,369,509 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,211,407 | BOYAmt |
| EOY | $16,172,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,746,273 | BOYAmt |
| EOY | $674,304,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,596,972 | BOYAmt |
| EOY | $16,968,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,856,121 | BOYAmt |
| EOY | $2,402,579 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,469,467 | BOYAmt |
| EOY | $90,737,721 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,153 | BOYAmt |
| EOY | $102,294 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,857,697 | BOYAmt |
| EOY | $24,419,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,872,410 | BOYAmt |
| EOY | $134,630,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,155,224 | BOYAmt |
| EOY | $143,745,997 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,380,478 | BOYAmt |
| EOY | $155,748,862 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,338,161 | BOYAmt |
| EOY | $240,178,893 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,873,863 | BOYAmt |
| EOY | $539,673,752 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,746,273 | BOYAmt |
| EOY | $674,304,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $25,817,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,017,138 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,359,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,208,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,322,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,814,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,685,302 | CurrentTaxYearAmt |
| Total | $196,389,843 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,359,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,208,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,322,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,814,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,685,302 | CurrentTaxYearAmt |
| Total | $196,389,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $65,936,589 | SubstantialContributorsTotAmt |
| Public Support Total170 | $130,453,254 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,471,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,553,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,499,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,390,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,290,314 | CurrentTaxYearAmt |
| Total | $14,206,061 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$43,981 | CurrentTaxYearAmt |
| Total | $499,968 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,748 | CurrentTaxYearAmt |
| Total | $202,710 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $211,298,582 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $599,464,324 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61739 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57079 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Fundraising events, see Schedule G, Part II | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The College pays membership dues to various organizations, some portion of which may be used for lobbying in connection with issues that impact higher education. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,579,002 | BeginningYearBalanceAmt |
| Contributions | $12,780,254 | ContributionsAmt |
| Investment Earnings Or Losses | $15,010,302 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,692,364 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,954,406 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $329,722,788 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,832,686 | BeginningYearBalanceAmt |
| Contributions | $13,911,733 | ContributionsAmt |
| Investment Earnings Or Losses | $20,493,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,204,996 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,453,947 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $315,579,002 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,976,477 | BeginningYearBalanceAmt |
| Contributions | $14,509,741 | ContributionsAmt |
| Investment Earnings Or Losses | $40,804,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,158,453 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,299,631 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $293,832,686 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,501,358 | BeginningYearBalanceAmt |
| Contributions | $14,358,147 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,743,055 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,779,284 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,360,689 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $250,976,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $263,892,125 | BeginningYearBalanceAmt |
| Contributions | $6,070,816 | ContributionsAmt |
| Investment Earnings Or Losses | $3,132,674 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,838,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,755,514 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $261,501,358 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.586 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.294 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,248,646 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,097,731 | OtherCostOrOtherBasisAmt |
| Book Value | $5,346,377 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,296,575 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $264,547,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,516,933 | DepreciationAmt |
| Book Value | $172,327,386 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $619,991 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $430,007 | DepreciationAmt |
| Book Value | $189,984 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,940,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,435,786 | DepreciationAmt |
| Book Value | $4,504,468 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,127,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $10,127,418 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $192,495,633 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity Securities and Funds | $84,582,883 | F |
| Venture Capital and Private Equity Partnerships | $41,948,025 | F |
| Hedge Funds | $108,434,673 | F |
| Real Estate, Commodity and Other Funds | $10,403,928 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $245,369,509 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Split Int. & Annuity Obligation | $14,606,719 |
| Asset Retirement Obligations | $6,286,700 |
| Federal Student Loan Payables | $3,526,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,419,916 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $140,652,765 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,017,138 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$5,017,138 | RevenueNotReportedAmt |
| Revenue Subtotal | $145,669,903 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,270,112 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $35,576,773 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,846,885 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $184,516,788 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $119,852,876 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $119,852,876 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,285,020 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $35,561,865 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,846,885 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $158,699,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | The College's policy is not to capitalize collections, primarily art objects, as they are held for educational, research, and curatorial purposes. Each of these items are cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Any proceeds from the sale of collection items are used to acquire additional items for the collection. |
| Schedule D, Part III, Line 4 | The Museum of Art permanent collection is comprised of over 5,000 objects and growing, in large part due to the generosity of gifts of fine works of art from patrons. The collection is regularly studied by students across academic disciplines, and Museum of Art interns and Independent Study students research and study objects from this vital college research field each semester. Their participation is frequently an important component of collection exhibits. As a teaching museum at a liberal arts college; the Museum of Art and its exhibitions, collections, stewardship, and interpretation bring a world of ideas to campus that enhance the vitality of the intellectual and cultural life of Bates, the surrounding communities, and beyond. The mission of the Museum is fulfilled by serving as a laboratory for thought-provoking exhibitions, art production, critical discussion, and scholarship; by acquiring and providing stewardship to artworks that strengthen the collection and support the Museum's educational mission; by developing and implementing a wide variety of art-based, interdisciplinary programs that are integral to the education of Bates students; by supporting creative, rigorous and original scholarship; and by providing professional training through career-focused internships, and cultivating leadership through formal engagement with the museum scholars, artists, educators and interns. |
| Schedule D, Part IV, Line 2b | Funds held on behalf of student groups for student-initiated activities. |
| Schedule D, Part V, Line 4 | The investment time horizon for the endowment is long-term, consistent with its expected perpetual life. The financial goals for the endowment are (a) to achieve investment returns, net of all costs of management, over full market cycles at least equal to the sum of the rate of inflation (Higher Education Price Index) and the spending rate, and (b) to provide a predictable and stable flow of funds for the operating budget of the College. |
| Schedule D, Part XI, Line 4b | Rental and fundraising expenses, $527,448 and $33,901 respectively, included in Part VIII, line 6b and 8b. Scholarship aid of $36,123,214 included in Part VIII, line 2a. |
| Schedule D, Part XII, Line 4b | Rental and fundraising expenses, $527,448 and 33,901 respectively, included in Part VIII, line 6b and 8b. Scholarship aid of $36,123,214 included in Part IX, Line 2 and 3. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Admission publications include the College's racial non-discrimination policy. All admitted students and prospective students may access the College's non-discrimination policy online. The policy is included in several places on the College's official website including the Office of Equity and Diversity. |
| Schedule E, Part I, Line 6 | Government grants for faculty research; energy efficiency funding; federal student aid including the PELL Grant Program, Supplemental Educational Opportunity Grants, and Federal Work study. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | 5-week short term educational programming | $95,608 |
| East Asia and the Pacific | 0 | 1 | Program Services | 5-week short term educational program | $68,390 |
| South America | 0 | 1 | Program Services | 5-week short term educational program | $33,603 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | Federally sponsored research | $4,697 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | Federally sponsored research | $2,336 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Faculty and staff professional development | $125,698 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Faculty and staff professional development | $36,275 |
| East Asia and the Pacific | 0 | 0 | Program Services | Faculty and staff professional development | $30,538 |
| South America | 0 | 0 | Program Services | Faculty and staff professional development | $22,765 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Faculty and staff professional development | $19,814 |
| Central America and the Caribbean | 0 | 0 | Program Services | Faculty and staff professional development | $10,109 |
| Middle East and North Africa | 0 | 0 | Program Services | Faculty and staff professional development | $9,282 |
| South Asia | 0 | 0 | Program Services | Faculty and staff professional development | $2,656 |
| Central America and the Caribbean | 0 | 0 | Investments | $130,117,242 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $10,678,281 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Investments | $1,029,403 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | Need based financial aid | $947,306 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Need based financial aid | $373,162 |
| South America | 0 | 0 | Grantmaking | Need based financial aid | $346,413 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | Need based financial aid | $142,064 |
| South Asia | 0 | 0 | Grantmaking | Need based financial aid | $35,501 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | Need based financial aid | $23,067 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | Need based financial aid | $22,639 |
| Middle East and North Africa | 0 | 0 | Grantmaking | Need based financial aid | $18,651 |
| Russia and the newly independent States | 0 | 0 | Grantmaking | Need based financial aid | $14,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Spent | $144,210,109 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| Need based financial aid | Europe (including Iceland and Greenland) | 110 | $947,306 | Checks and wire | $0 |
| Need based financial aid | East Asia and the Pacific | 33 | $373,162 | Checks and wire | $0 |
| Need based financial aid | South America | 21 | $346,413 | Checks and wire | $0 |
| Need based financial aid | Sub-Saharan Africa | 11 | $142,064 | Checks and wire | $0 |
| Need based financial aid | South Asia | 2 | $35,501 | Checks and wire | $0 |
| Need based financial aid | North America (including Canada and Mexico, but not the United States) | 1 | $23,067 | Checks and wire | $0 |
| Need based financial aid | Central America and the Caribbean | 1 | $22,639 | Checks and wire | $0 |
| Need based financial aid | Middle East and North Africa | 7 | $18,651 | Checks and wire | $0 |
| Need based financial aid | Russia and the newly independent States | 1 | $14,609 | Checks and wire | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | For need based financial aid for students studying abroad, an official transcript from the institution abroad is obtained to confirm the student's study and proper use of funds. For each Short-Term educational program, a comprehensive and detailed budget is prepared by the faculty member(s) and reviewed by the administration; disbursements are individually requested, reviewed, and compared to the budget; and receipts and subsequent expense reports are prepared by the faculty member(s) and reviewed by administration. For Federal Awards for research activities, a comprehensive budget and budget justification is approved by the federal awarding agency, an annual independent single audit is conducted in accordance with Uniform Guidance compliance guidelines for federal spending. |
| Schedule F, Part I, Line 3 | Expenditures are recorded on the accrual basis of accounting. |
| Schedule F, Part III | Expenditures are recorded on the accrual basis of accounting. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Football Golf Outing | Event1Nm |
| Gross Receipts Event1 | $32,723 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,825 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,898 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,058 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,106 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,927 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $380 | OtherDirectExpensesEvent1Amt |
| Event2 | Basketball Golf Outing | Event2Nm |
| Gross Receipts Event2 | $18,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,050 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,850 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $7,620 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,870 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,940 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $51,623 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,875 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,748 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $11,678 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,976 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,867 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $380 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,901 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $847 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bates Morse Mountain Conservation Area Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 Lane Hall | AddressLine1Txt |
| Address Line2 | 2 Andrews Road | AddressLine2Txt |
| City | Lewiston | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 010355490 | RecipientEIN |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Payment to Town of Phippsburg in lieu of taxes | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Need based financial aid including federal financial aid grants | GrantTypeTxt |
| Recipient | 729 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $34,199,802 | NonCashAssistanceAmt |
| Valuation Method Used | Cash basis | ValuationMethodUsedDesc |
| Non Cash Assistance | Need based financial aid grants | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grant funds are credited to student accounts in the form of need-based financial aid that reduce the comprehensive fee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A Clayton Spencer | ||||||||||||||
| President | $486,530 | $0 | $0 | $0 | $1,740 | $0 | $65,500 | $0 | $34,360 | $0 | $588,130 | $0 | $0 | $0 |
| Geoffrey Swift | ||||||||||||||
| VP Fin & Admin, Treasurer | $297,955 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $41,525 | $0 | $372,480 | $0 | $0 | $0 |
| Sarah Pearson | ||||||||||||||
| Vice President, College Advancement | $309,673 | $0 | $15,000 | $0 | $1,554 | $0 | $33,000 | $0 | $35,779 | $0 | $395,006 | $0 | $0 | $0 |
| Patricia Schoknecht | ||||||||||||||
| VP for Information & Library Services | $212,100 | $0 | $25,000 | $0 | $7,190 | $0 | $5,838 | $0 | $33,415 | $0 | $283,543 | $0 | $0 | $0 |
| Joshua McIntosh | ||||||||||||||
| VP Student Affairs, Dean of Students | $235,004 | $0 | $0 | $0 | $0 | $0 | $28,200 | $0 | $29,098 | $0 | $292,302 | $0 | $0 | $0 |
| Sean Findlen | ||||||||||||||
| Chief Communications Officer | $200,631 | $0 | $0 | $0 | $0 | $0 | $24,076 | $0 | $20,857 | $0 | $245,564 | $0 | $0 | $0 |
| Leigh Weisenburger | ||||||||||||||
| Dean of Admission and Financial Aid | $185,275 | $0 | $10,000 | $0 | $0 | $0 | $22,233 | $0 | $42,781 | $0 | $260,289 | $0 | $0 | $0 |
| Michael Murray | ||||||||||||||
| Professor | $224,816 | $0 | $0 | $0 | $0 | $0 | $26,978 | $0 | $33,107 | $0 | $284,901 | $0 | $0 | $0 |
| Kathryn Low | ||||||||||||||
| Interim VP Academic Affairs and Dean of Faculty | $195,879 | $0 | $0 | $0 | $78 | $0 | $23,460 | $0 | $21,507 | $0 | $240,924 | $0 | $0 | $0 |
| Thomas Wenzel | ||||||||||||||
| Professor | $146,941 | $0 | $0 | $0 | $44,101 | $0 | $17,633 | $0 | $21,562 | $0 | $230,237 | $0 | $0 | $0 |
| Jennifer Foley | ||||||||||||||
| NEED | $181,800 | $0 | $0 | $0 | $0 | $0 | $21,816 | $0 | $22,050 | $0 | $225,666 | $0 | $0 | $0 |
| Eric Foushee | ||||||||||||||
| Assoc. VP for College Advancement | $181,800 | $0 | $0 | $0 | $0 | $0 | $18,180 | $0 | $46,183 | $0 | $246,163 | $0 | $0 | $0 |
| Natalie Williamson | ||||||||||||||
| Controller, Former Officer | $143,253 | $0 | $0 | $0 | $0 | $0 | $17,190 | $0 | $44,259 | $0 | $204,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Residence for personal use - Pursuant to employment agreements as a condition of employment and for the convenience of the College, a campus residence was provided to President A. Clayton Spencer, Vice President Sarah Pearson, and VP and Dean of Students Joshua McIntosh; all are not considered taxable income. Personal services - the College pays reasonable housekeeping costs to maintain the President's house. Expenses for housekeeping services for the President's personal use are reimbursed by the President and not included as taxable income. |
| Schedule J, Part I, Line 7 | One member of Senior Staff included on Form 990, Pt. VII, Section A, received a performance based bonus of $10,000. The amount paid was determined by the President and approved by the Trustee Subcommittee on Compensation. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Maine Health and Higher Educational Facilities | |||||||||
| A | Authority - 2010A | 010314384 | 560427GZ3 | 2010-04-22 | $13,600,000 | Proceeds used to renovate and overhaul two residence halls for use as academic facilities | 0 | 0 | Yes (1) |
| Maine Health and Higher Educational | |||||||||
| B | Facilities Authority - 2013 | 010314384 | 560427ZQ2 | 2013-11-19 | $55,410,000 | Refund 1997A, 2003B, partial 2006B, and construct a new student residence complex | 0 | 0 | 0 |
| Maine Health and Higher Educational | |||||||||
| C | Facilities Authority - 2015 Bates | 010314384 | 5604272PO | 2015-07-08 | $27,790,000 | Refund 2006B and costs of issuance | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,065,000 | $0 | $13,799,199 | $894,556 | $761,764 | $0 | $142,794 | $0 | $0 | $12,000,085 | $0 | $0 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,420,000 | $0 | $56,559,681 | $0 | $6,707,600 | $3,060,000 | $640,746 | $0 | $0 | $40,258,934 | $5,892,401 | $0 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| C | $1,000,000 | $0 | $28,409,141 | $0 | $0 | $28,060,511 | $348,630 | $0 | $0 | $0 | $0 | $0 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column e-04/22/2010 13,600,000 Maine Health and Higher Educational Facilities | The par value of the College's portion of the pooled bond issue is shown. The issue price listed on Form 8038, Part III, Line 21(b) includes total proceeds for all institutions of $99,977,871. |
| Schedule K, Part II, Line 3-04/22/2010 13,600,000 Maine Health and Higher Educational Facilities | Proceeds include net premium proceeds of $199,114 and investment income of $85. |
| Schedule K, Part II, Line 3-11/19/2013 55,410,000 Maine Health and Higher Educational | Proceeds include net premium proceeds of $889,991 and investment income of $259,690. |
| Schedule K, Part II, Line 3-07/08/2015 27,790,000 Maine Health and Higher Educational | Proceeds include net premium proceeds of $619,141. |
| Schedule K, Part IV, Line 2c-04/22/2010 13,600,000 Maine Health and Higher Educational Facilities | Date rebate computation was performed: 5-15-15. |
| Schedule K, Part IV, Line 2c-11/19/2013 55,410,000 Maine Health and Higher Educational | Date the rebate computation was performed: 7-23-18. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Family member of former key employe | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Former key employee-K Low | RelationshipDescriptionTxt |
| Transaction | $73,368 | TransactionAmt |
| Transaction | Compensation and benefits | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 222 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 117 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,455,969 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Exchange Traded Securities | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $355,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 33 | FormAndLineReferenceDesc |
| Explanation | Books and publications, scientific and other collectibles, works of art and historical artifacts were not reported on Form 990, Part VIII, Line 1g because the College does not capitalize its collections, as allowed under ASC 958-360-25. Reported on Schedule M, Part I, column (b) is the number of non-cash items received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1a | The Executive Committee is empowered to act for the Corporation when the Board is not meeting; minutes of Executive Committee meetings are distributed to all Trustees. |
| Form 990, Part VI, Section A, Line 2 | Trustees John Gillespie and John Rossello have a business relationship. |
| Form 990, Part VI, Section B, Line 11b | The return is reviewed by management and an independent accounting firm and then the Audit and Legal Affairs Committee reviews the return in detail; a copy of the return is provided to all board members for review and comment prior to filing. In order to honor the donor condition of anonymity with respect to certain gifts, donor names included on Schedule B were provided for review purposes only to the Board Chair and College President. |
| Form 990, Part VI, Section B, Line 12c | An annual conflict of interest questionnaire is distributed to all board members, institutional officers, key employees, and other personnel with purchasing responsibilities. Responses are reviewed and evaluated by a subcommittee of the Audit and Legal Affairs Committee of the Board of Trustees and reported to the Audit and Legal Affairs Committee and the full board annually. Individuals with a conflict recuse themselves from deliberations, decisions and votes pertaining to the conflict. |
| Form 990, Part VI, Section B, Line 15 | Annually, the President makes recommendations for the officers and key employees other than herself, to the compensation subcommittee which is a subcommittee established by the executive committee of the Board of Trustees and includes the Board Chair and the Chairs of the following committees: Academic Affairs, Budget and Finance, and Audit and Legal Affairs, all of whom are independent. The compensation subcommittee evaluates these recommendations and determines the President's compensation in conjunction with a report prepared by an outside consultant that presents comparable data from 26 peer schools. The compensation subcommittee reviews and approves compensation which is documented and signed by the Board Chair. |
| Form 990, Part VI, Section C, Line 18 | The College's Form 990 is available through Guidestar.org |
| Form 990, Part VI, Section C, Line 19 | The Financial Statements are available on the College's website. Other documents provided upon request. |
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 Trusts (6 total) | ||||||||
| 2 Andrews Rd | Lewiston | ME | 04240 | Trust | ME | President and Trustees of Bates College | T | Yes (1) |
| Pooled Income Trusts (2) | ||||||||
| 2 Andrews Rd | Lewiston | ME | 04240 | Trust | ME | President and Trustees of Bates College | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Charitable Remainder Trusts (6 total) | ||
| s | $497,158 | Trust maturity cash distribution of remainder amount. |
| Pooled Income Trusts (2) | ||
| s | $108,427 | Trust maturity cash distribution of unitized amount. |