2025-02-17T09:14:05-06:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 042104451 REGIS COLLEGE REGI 7817687075 235 WELLESLEY STREET WESTON MA 02493 THOMAS PISTORINO SVP/COO 7817687075 2025-02-17 1 0 THOMAS F MULDOON CPA P01561688 5083669100 2025-02-17 2023 2025-03-06 01:10:19Z ANTOINETTE HAYS 235 WELLESLEY STREET WESTON MA 02493 104082530 0 X WWW.REGISCOLLEGE.EDU X 1927 MA REGIS COLLEGE EDUCATES APPROXIMATELY 3,000 UNDERGRADUATE, GRADUATE AND DOCTORAL STUDENTS ON CAMPUS AND ONLINE IN DAYTIME, EVENING AND WEEKEND PROGRAMS IN FOUR SCHOOLS; THE YOUNG SCHOOL OF NURSING; THE SCHOOL OF HEALTH SCIENCES; THE SCHOOL OF ARTS & SCIENCES AND THE SLOAN SCHOOL OF BUSINESS AND COMMUNICATIONS. 24 23 1160 569 0 0 7245417 5568628 92468662 90961319 431766 3303363 2785983 -100949 102931828 99732361 24811019 25464456 0 0 47719675 45534661 0 0 1687255 37611730 35857862 110142424 106856979 -7210596 -7124618 113182363 109799227 64467796 66474042 48714567 43325185 X REGIS COLLEGE, THROUGH EDUCATION IN THE ARTS, SCIENCES, AND PROFESSIONS EMPOWERS WOMEN AND MEN TO CHALLENGE THEMSELVES ACADEMICALLY, TO SERVE AND TO LEAD. A CATHOLIC COLLEGE, REGIS IS A DIVERSE AND WELCOMING COMMUNITY GUIDED BY THE VALUES OF THE SISTERS OF ST. JOSEPH OF BOSTON. 0 0 29776400 25464456 78938951 INSTRUCTION: KNOWLEDGE GENERATION AND THE DELIVERY OF EDUCATION TO APPROXIMATELY 3000 UNDERGRADUATE, GRADUATE AND DOCTORAL STUDENTS ON CAMPUS AND ONLINE IN DAYTIME, EVENING, AND WEEKEND PROGRAMS IN FOUR SCHOOLS; THE YOUNG SCHOOL OF NURSING, THE SCHOOL OF HEALTH SCIENCES, THE SCHOOL OF ARTS AND SCIENCES AND THE SLOAN SCHOOL OF BUSINESS AND COMMUNICATIONS. 10560796 STUDENT AFFAIRS: STUDENT AFFAIRS: PROVIDE HEALTH AND COUNSELING SERVICES, UNDERGRADUATE ADMISSIONS, CAMPUS MINISTRY, INTER-COLLEGIATE ATHLETICS AND STUDENT ENGAGEMENT SERVICES FOR APPROXIMATELY 3000 STUDENTS. 29652522 12924852 AUXILIARY ENTERPRISES: PROVIDE DINING SERVICES , RESIDENTIAL HALL SERVICES, CHILDREN'S LEARNING CENTER,FOR APPROXIMATELY 3,000 STUDENTS AND LIFELONG LEARNING PROGRAM FOR COMMUNITY. 6468644 ACADEMIC AFFAIRS: DEANS' ADMINISTRATIVE OFFICES, GLOBAL SUPPORT AND LIBRARY AND ACADEMIC SUPPORT SERVICES FOR APPROXIMATELY 3000 STUDENTS. 6468644 76458362 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 1160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 23 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA MI NH NY OR SC X X THOMAS PISTORINO 7817687075 235 WELLESLEY STREET WESTON MA 02493 ANTOINETTE M HAYS PRESIDENT 40.00 X X 507931 0 28527 KATHLEEN JOSE CHAIR 1.00 X X 0 0 0 WAEL AL-HUSAMI MD FACC FACP VICE CHAIR 1.00 X X 0 0 0 SISTER MARIAN BATHO CSJ SECRETARY 1.00 X X 0 0 0 KEVIN C CONROY TREASURER 1.00 X X 0 0 0 CLYDE EVANS BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN M GRAY BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER LEILA HOGAN CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER KRISTIN HOKANSON SNDDEN BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER KATHLEEN MCCLUSKEY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER JACQUELYN MCCARTHY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 JOE-ANN FERGUS BOARD OF TRUSTEES 1.00 X 0 0 0 ALLISON S CARTWRIGHT BOARD OF TRUSTEES 1.00 X 0 0 0 KEVIN T CONRY BOARD OF TRUSTEES 1.00 X 0 0 0 LISA SPADAFORA THOMPSON BOARD OF TRUSTEES 1.00 X 0 0 0 PATRICE MCCLOSKEY BOARD OF TRUSTEES 1.00 X 0 0 0 GLENN MORRIS BOARD OF TRUSTEES 1.00 X 0 0 0 JEFFREY D NAVIN BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER ROSEMARY BRENNAN CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 GERALD S ALGERE BOARD OF TRUSTEES 1.00 X 0 0 0 JANE CARROLL RN MS BOARD OF TRUSTEES 1.00 X 0 0 0 LISA M LYNCH PHD BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER MARY L MURPHY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN TRUESDELL BOARD OF TRUSTEES 1.00 X 0 0 0 RICHARD KELLEY CFO 40.00 X 225454 0 14015 MARY ERINA DRISCOLL VP ACADEMIC AFFAIRS/PROVOST 40.00 X 216728 0 16018 JONATHAN SMALL VP GRADUATE & PRO. STUDENT 40.00 X 180781 0 27682 STACI SHEA VP INSTITUTIONAL ADVANCEMENT 40.00 X 183946 0 5268 MICHAEL GUILFOYLE VP MARKETING & COMMUNICATIONS 40.00 X 183383 0 5221 KATE KORZENDORFER VP IT SERVICES/CIO 40.00 X 173081 0 12666 1671304 0 109397 15 0 1 0 BOUNDLESS LEARNING EMBANET ULC NCS P PO BOX 7410107 CHICAGO IL 60674 DISTANCE LEARNING CONSULTANT 14171212 ARAMARK CORPORATION ARAMARK LOCKBOX 978839 FT WORTH TX 76155 FOOD SERVICE 2924395 CORE EDUCATION PBC 201 N UNION ST STE 110 ALEXANDRIA VA 22314 SCHOOL OF PROFESSIONAL STUDIES PARTNER 1026963 EAB PO BOX 603519 CHARLOTTE NC 28260 ENROLLMENT MARKETING 664064 WALSH BOTHERS INC 210 COMMERCIAL STREET BOSTON MA 02109 GENERAL CONTRACTOR 549564 45 698806 2052532 2817290 248301 5568628 TUITION AND FEES 900099 78938951 78938951 AUXILIARY ENTERPRISES 900099 10043042 10043042 CHILDCARE 900099 1979326 1979326 90961319 755349 755349 878333 1730879 -852546 -852546 -852546 4960892 2412878 2548014 2548014 2548014 55525 698806 206412 -150887 -150887 MISCELLANEOUS REVENUE 900099 902484 902484 902484 99732361 91863803 0 2299930 X 25464456 25464456 603760 603760 36261394 28906597 6245902 1108895 164994 116279 41508 7207 5649661 4170653 1309040 169968 2854852 2248424 520598 85830 51572 51572 173142 173142 291601 291601 16042092 1829443 14210562 2087 563305 511315 51990 771888 635794 81725 54369 1160349 740477 419539 333 2603993 1599822 941011 63160 494607 455705 23497 15405 27543 16269 11132 142 2327580 1410742 862630 54208 3728970 2314806 1325217 88947 679960 679960 MISCELLANEOUS 2644495 2464525 179970 FOOD SERVICE 2477256 2298729 178527 RESTRICTED EXPENDITURES 664643 537460 127183 SPECIAL PROGRAMS 648088 373674 265701 8713 506778 363192 115595 27991 106856979 76458362 28711362 1687255 5640964 5995929 1059236 1056335 245577 1743752 818207 2893635 2993809 131439471 93233271 40219763 38206200 30689875 29298015 27600000 27600000 4015106 2905187 113182363 109799227 6486121 5227584 5312553 4455621 39823556 38348368 665622 504242 12179944 17938227 64467796 66474042 X 16978204 7480287 31736363 35844898 48714567 43325185 113182363 109799227 X -7124618 878350 856886 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 49285475 1540529 3446262 2072007 52200259 40201346 1663158 9349803 1928832 49285475 48382350 849998 -4476229 4554773 40201346 41748183 694909 7541336 1602078 48382350 41835527 999431 614248 1701023 41748183 0.39790 0.43866 0.16344 0 0 522323 522323 42219148 21568034 20651114 63737156 48897514 14839642 20804693 18796801 2007892 4156151 3970922 185229 38206200 LAND HELD FOR INVESTMENT - BOARD DESIGNATED FOR ENDOWMENT 27600000 F 27600000 ADVANCES FOR FEDERAL STUDENT LOANS 1090795 DEPOSITS HELD FOR OTHERS 197029 DEPOSITS & OTHER LONG TERM PAYABLES 795016 LINE OF CREDIT 15000000 FINANCE LEASE LIABILITIES 194519 OPERATING LEASE LIABILITIES 660868 17938227 X 76791945 878350 -25464456 -24586106 101378051 291601 -1937291 -1645690 99732361 83038213 1937291 1937291 81100922 291601 25464456 25756057 106856979 PART V, LINE 4: ENDOWMENT FUNDS ARE CATEGORIZED INTO THREE AREAS, FINANCIAL AID, INSTITUTIONAL AND LAND HELD FOR INVESTMENT. THE COLLEGE USES THE ANNUAL SPENDING RATE ON THE FINANCIAL AID FUNDS TO PROVIDE SCHOLARSHIPS TO STUDENTS THAT MEET THE REQUIRED CRITERIA. THE COLLEGE USES THE SPENDING RATE ON THE INSTITUTIONAL FUNDS AND LAND HELD FOR INVESTMENT FOR GENERAL OPERATIONAL SPENDING. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS -25,464,456. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REVENUE -1,730,879. SPECIAL EVENTS DIRECT EXPENSE NETTED WITH REVENUE -206,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REVENUE 1,730,879. SPECIAL EVENTS DIRECT EXPENSE NETTED WITH REVENUE 206,412. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 25,464,456. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THROUGH ADVERTISEMENT IN GENERAL CIRCULATION NEWSPAPERS, JOURNALS, CATALOG OFFERS, NATIONAL COLLEGE & UNIVERSITY PUBLICATIONS AND OTHER MEANS. ALSO, PROGRAMS INCLUDE IN THEIR SOLICITATION MATERIAL, A SUMMARY STATEMENT OF THE NON-DISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6 REGIS COLLEGE RECEIVES AND PARTICIPATES IN VARIOUS GOVERNMENTAL FINANCIAL ASSISTANCE PROGRAMS COMMON TO COLLEGES AND UNIVERSITIES SUCH AS; NATIONAL DIRECT STUDY LOAN PROGRAM, BASIC EDUCATIONAL OPPORTUNITY GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, AND WORK STUDY PROGRAMS. NO FUNDS HAVE BEEN REVOKED OR SUSPENDED AT ANY TIME. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM EXPENSES MARKETING CONTRACT 11165 SOUTH AMERICA 0 0 PROGRAM EXPENSES FACULTY-LED PROGRAM 23760 0 0 0 0 0 0 34925 0 34925 0 0 0 0 0 0 GALA 698682 659582 39100 26911 132868 15005 3897 GOLF 55649 39224 16425 16946 10785 754331 698806 55525 43857 132868 15005 14682 206412 -150887 1 S. THERESE HIGGINS CSJ SCHOLAR 165 4226500 FMV SCHOLARSHIP ST. JOSEPH MERIT SCHOLARSHIP 134 3049323 FMV SCHOLARSHIP DOMITILLA MERIT SCHOLARSHIP 140 2883300 FMV SCHOLARSHIP SR. D'ARC MERIT SCHOLARSHIP 153 2860970 FMV SCHOLARSHIP TOWER SCHOLARSHIP 121 2272000 FMV SCHOLARSHIP REGIS GRANT 348 1691162 FMV SCHOLARSHIP RESIDENT GRANT 511 1438725 FMV SCHOLARSHIP PRESIDENTIAL CATHOLIC SCHOOLS SCHOL 31 1433100 FMV SCHOLARSHIP TUITION DISCOUNTS: ONLINE 579 902062 FMV SCHOLARSHIP ANNIVERSARY SCHOLARSHIP 39 636500 FMV SCHOLARSHIP DIVERSE EDUCATOR SCHOLARSHIP 11 501585 FMV SCHOLARSHIP REGIS VOUCHER SCHOLARSHIP 83 445487 FMV SCHOLARSHIP TUITION DISCOUNTS: PARTNERS ON GROUND 151 387434 FMV SCHOLARSHIP TUITION DISCOUNTS: ALUMNI 118 370324 FMV SCHOLARSHIP CATHOLIC HS SCHOLARSHIP 54 219875 FMV SCHOLARSHIP ENDOWED CATHERINE BURKE ENDOWD SCHOLARSHIP 110 180248 FMV SCHOLARSHIP GRADUATE ASSISTANTSHIPS 29 174265 FMV SCHOLARSHIP P.R. DEAR NEIGHBOR SCH 3 143310 FMV SCHOLARSHIP JACK CONNORS SCHOLARSHIP 3 143310 FMV SCHOLARSHIP HONORS PROGRAM SCHOLARSHIP 140 137000 FMV SCHOLARSHIP UG NURSE STUDENT SCHOLARSHIP 60 117000 FMV SCHOLARSHIP ALUMNI SCHOLARSHIP 42 82000 FMV SCHOLARSHIP APPEAL GRANT 42 74550 FMV SCHOLARSHIP TRANSFER STUDENT SCHOLARSHIP 43 71000 FMV SCHOLARSHIP AC GRAD ASSISTANTSHIPS AUTISM CTR 4 50140 FMV SCHOLARSHIP MASSACHUSETTS NURSING ASSOCIATION COVID19 SCHOLARSHIP 1 47770 FMV SCHOLARSHIP REGIS BOSTON SCHOLAR ATHLETE SCHOLARSHIP 1 47770 FMV SCHOLARSHIP SLOANE SCHOLARSHIP 1 47770 FMV SCHOLARSHIP SIBLING AWARD 18 43750 FMV SCHOLARSHIP ENDOWED HANNA BRADLEY SCHOLARSHIP 19 42533 FMV SCHOLARSHIP ENDOWED E & R STANTON GUTHRIE SCHOLARSHIP 8 39703 FMV SCHOLARSHIP ENDOWED DOROTHY A. ANTANASIO 7 39382 FMV SCHOLARSHIP STELLATO SISTERS SCH IN NURSIN 3 37500 FMV SCHOLARSHIP ACCELERATED BACHELOR NURSING - 16 M 8 36418 FMV SCHOLARSHIP CLASS OF 2024 NURSING SCH 17 34000 FMV SCHOLARSHIP ENDOWED CAROL MURPHY & DONALD MCCREADY SCHOLARSHIP 6 28398 FMV SCHOLARSHIP NURSING TRANSFER SCHOLARSHIP 14 24000 FMV SCHOLARSHIP ENDOWED ALUMNI SCHOLARSHIP FUND 4 20480 FMV SCHOLARSHIP ENDOWED FULD TRUST ENDOWED SCHOLARSHIP 5 20000 FMV SCHOLARSHIP ENDOWED HELEN M. MCCARTHY SCHOLARSHIP 2 19695 FMV SCHOLARSHIP CLASS OF '61 SCHOLARSHIP 2 18573 FMV SCHOLARSHIP ENDOWED HAMILTON FAMILY SCHOLARSHIP 3 17200 FMV SCHOLARSHIP ENDOWED DOROTHY H. CARR MCCARTHY SCHOLARSHIP 6 16511 FMV SCHOLARSHIP PUERTO RICO HIGH SCHOOL GRANT 6 16500 FMV SCHOLARSHIP SCHRAFFT TRUST GRANT 2 15000 FMV SCHOLARSHIP ENDOWED HERRICK, ELIZABETH SCHOLARSHIP 3 14400 FMV SCHOLARSHIP ENDOWED MARY JANE ENGLAND ENDOWED SCHOLARSHIP 1 14000 FMV SCHOLARSHIP ENDOWED TERRY WOOD LAVINE ENDOWED SCH 3 13362 FMV SCHOLARSHIP ENDOWED JANE F MCCARTHY MEMORIAL SCHOLARSHIP 5 12678 FMV SCHOLARSHIP ENDOWED WR HEARST SCHOLARSHIP 3 11566 FMV SCHOLARSHIP SR THERESE SHARING OP SCHOLARSHIP 2 11540 FMV SCHOLARSHIP OCCUPATIONAL THERAPY SCHOLARSH 7 11500 FMV SCHOLARSHIP ENDOWED CLASS OF 59 SCHOLARSHIP 3 11430 FMV SCHOLARSHIP ENDOWED ALICE TOOMEY MCLAUGHLIN SCHOLARSHIP 2 11370 FMV SCHOLARSHIP ENDOWED S. VITERBO MCCARTHY SCHOLARSHIP 3 10816 FMV SCHOLARSHIP ENDOWED GENERAL ENDOWED SCHOLARSHIPS 4 10006 FMV SCHOLARSHIP BOSTON EXCEL ACADEMY SCHOLARSHIP 2 10000 FMV SCHOLARSHIP BOSTON LATIN ACADEMY SCHLRSHP 2 10000 FMV SCHOLARSHIP PATRICIA G KORZENDORFER SCH 2 10000 FMV SCHOLARSHIP ENDOWED S. MERCY CHICAGO SCHOLARSHIP 4 9149 FMV SCHOLARSHIP ENDOWED JACQUELINE COVO SCHOLARSHIP 2 9001 FMV SCHOLARSHIP ENDOWED: MILDRED CUNNINGHAM END 4 8645 FMV SCHOLARSHIP ED D IN HIGHER EDUCATION LEADERSHIP SCHOLARSHIP 1 7500 FMV SCHOLARSHIP ENDOWED TIERNEY ENDOWED SCHOLARSHIP 1 6989 FMV SCHOLARSHIP ENDOWED CATHERINE & FRANCIS MCCARTHY SCHOLARSHIP 6 6359 FMV SCHOLARSHIP ENDOWED GEORGE I ALDEN SCHOLARSHIP 3 6092 FMV SCHOLARSHIP PHI THETA KAPPA SCHOLARSHIP 3 6000 FMV SCHOLARSHIP DOREEN SCHOLARSHIP FUND 1 6000 FMV SCHOLARSHIP ENDOWED CAROLE FIORINNE-BARRETT ENDOWED SCHOL 1 5751 FMV SCHOLARSHIP HOLLIS SCHOLARSHIP FUND 2 5750 FMV SCHOLARSHIP ENDOWED MARY HUNT MCNEIL SCHOLARSHIP 4 5347 FMV SCHOLARSHIP EDUCATION PARTNER SCHOLARSHIP 1 5328 FMV SCHOLARSHIP ENDOWED PATRICIA KILEY MURRAY '60 ENDO 2 5246 FMV SCHOLARSHIP GENERIC MASTERS SCHOLARSHIP 2 5000 FMV SCHOLARSHIP SHAMES DENTAL HYGIENE TERM SCH 1 5000 FMV SCHOLARSHIP JOHN AND JEAN GRAY SCHOLARSHIP 1 5000 FMV SCHOLARSHIP CLASS OF 1981 MEMORIAL SCHOLARSHIP 1 5000 FMV SCHOLARSHIP TRAMUTO PORTER COMPASSIONATE SCHOL 1 5000 FMV SCHOLARSHIP ENDOWED CRAVEN SCHOLARSHIP 1 4346 FMV SCHOLARSHIP ENDOWED: AURELIA M. KELLEY SCHOLARSHIP 1 3677 FMV SCHOLARSHIP ENDOWED: CLASS OF '63 SCHOLARSHIPS 2 3611 FMV SCHOLARSHIP BARBARA KELLEHER HYLAND TERM S 1 3500 FMV SCHOLARSHIP ENDOWED ARTHUR & DOROTHY MURRAY SCHOL 2 3497 FMV SCHOLARSHIP ENDOWED J VIANO RUBERTI SCHOLARSHIP 2 3289 FMV SCHOLARSHIP ENDOWED WARREN D. GRIBBONS SCHOLARSHIP 1 3173 FMV SCHOLARSHIP ENDOWED JANE DUNN'56 ENDOWED SCHOLSHP 2 3168 FMV SCHOLARSHIP ENDOWED SR.VICTORIA LOUISE MACCHIA SCHOLARSHIP 1 3143 FMV SCHOLARSHIP ST JOSEPH PREPARATORY HS 1 3000 FMV SCHOLARSHIP ENDOWED CHRISTINE MURPHY CONOLE SCHOLARSHIP 1 2916 FMV SCHOLARSHIP ENDOWED SS. ALPHONSINE SCHOLARSHP 1 2900 FMV SCHOLARSHIP ENDOWED MARGARET BURNS WHALEN SCHOLARSHIP 2 2524 FMV SCHOLARSHIP MS IN ABA SCHOLARSHIP 1 2500 FMV SCHOLARSHIP ENDOWED: ROCHE FAMILY ENDOWED SCH FUND 1 2397 FMV SCHOLARSHIP ENDOWED CLASS OF 61 SCHOLARSHIP 2 2393 FMV SCHOLARSHIP ENDOWED KRISTEN SHANNON SCHOLARSHIP 1 2392 FMV SCHOLARSHIP ENDOWED CORENA LEDGER SCHOLARSHIP 1 2236 FMV SCHOLARSHIP ENDOWED BRYAN/HAWLEY SCHOLARSHIP 2 1902 FMV SCHOLARSHIP ENDOWED E. FRAWLEY-BAGLEY SCHOLARSHIP. 1 1711 FMV SCHOLARSHIP ENDOWED MARY C. BARRETT SCHOALRSHIP 1 1594 FMV SCHOLARSHIP ENDOWED SMIDDY SCHOLARSHIP 1 1549 FMV SCHOLARSHIP ENDOWED ANNE MOORE DOLAN SCHOLARSHIP 2 1507 FMV SCHOLARSHIP ENDOWED: MARIE TREMBLAY DONAHUE SCHOLARSHIP 1 1406 FMV SCHOLARSHIP ENDOWED MARGARET HIGGINS SCHOLARSHIP 2 1390 FMV SCHOLARSHIP FLATLEY FOUNDATION SCH GRANT 2 1250 FMV SCHOLARSHIP ENDOWED BOWLER/GARBER ENDOWED AWARD 1 1244 FMV SCHOLARSHIP ENDOWED MARGARET C. HALLISEY SCHOLARSHIP 1 1121 FMV SCHOLARSHIP ENDOWED HAWLEY ENDOWED SCHOLARSHIP 1 1032 FMV SCHOLARSHIP ENDOWED NURSING HONOR SOCIETY SCHOLARSHIP 1 1002 FMV SCHOLARSHIP TUFTS HEALTH PLAN DNP SCHOLARSHP 1 1000 FMV SCHOLARSHIP CIC-DOROTHEA M. WATERBURY SCHL 1 1000 FMV SCHOLARSHIP ENDOWED FLYNN SCHOLARSHIP 1 832 FMV SCHOLARSHIP ENDOWED J DESIMONE SCHOLARSHIP 1 809 FMV SCHOLARSHIP ENDOWED DENMARK SCHOLARSHIP 1 757 FMV SCHOLARSHIP ENDOWED EDWINA HUGHES SCHOLARSHIP 2 683 FMV SCHOLARSHIP ENDOWED HELEN BORDON SCHOLARSHIP 2 600 FMV SCHOLARSHIP ENDOWED MAY SCHOLARSHIP 1 509 FMV SCHOLARSHIP SISTER GRETCHEN BOGAN COMMUNICATION SCHOLARSHIP 1 500 FMV SCHOLARSHIP ENDOWED: S. MYRA FARRELL SCHOLARSHIP 1 439 FMV SCHOLARSHIP KLEMPNER NURSING SCHOLARSHIP 1 400 FMV SCHOLARSHIP ENDOWED BUXTON SCHOLARSHIP 1 359 FMV SCHOLARSHIP SR. SISTER LUCILLA DINNEEN CATHOLIC SCHOOL TEACHERS SCH. DINNEEN SCHOLARSHIP 1 250 FMV SCHOLARSHIP PART I, LINE 2: THE COLLEGE COMPLIES WITH THE U.S. DEP. OF EDUCATION POLICY REGARDING TITLE IV FUNDS AND OTHER GRANT AWARDS. THE COLLEGE HAS DEDICATED FINANCIAL AID PROFESSIONALS AND GRANT ADMINISTRATORS. THESE INDIVIDUALS WORK IN CONJUNCTION WITH FINANCE PROFESSIONALS TO ENSURE PROPER STEWARDSHIP OF FUNDS. THESE INDIVIDUALS FOLLOW THE STATUTORY AND REGULATORY REQUIREMENTS SET FORTH IN THE GRANT. FUNDS ARE DRAWN AFTER EXPENSES ARE INCURRED. PROGRESS REPORTS ARE SUBMITTED IN COMPLIANCE WITH THE GRANT REQUIREMENTS AND DOCUMENTATION IS MAINTAINED. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 ANTOINETTE M HAYS PRESIDENT 498331 0 0 0 9600 0 9170 0 19357 0 536458 0 0 0 RICHARD KELLEY CFO 225454 0 0 0 0 0 5648 0 8367 0 239469 0 0 0 MARY ERINA DRISCOLL VP ACADEMIC AFFAIRS/PROVOST 216728 0 0 0 0 0 5483 0 10535 0 232746 0 0 0 JONATHAN SMALL VP GRADUATE & PRO. STUDENT 180781 0 0 0 0 0 4911 0 22771 0 208463 0 0 0 STACI SHEA VP INSTITUTIONAL ADVANCEMENT 183946 0 0 0 0 0 4543 0 725 0 189214 0 0 0 MICHAEL GUILFOYLE VP MARKETING & COMMUNICATIONS 183383 0 0 0 0 0 4530 0 691 0 188604 0 0 0 KATE KORZENDORFER VP IT SERVICES/CIO 173081 0 0 0 0 0 4365 0 8301 0 185747 0 0 0 PART I, LINE 1A FOR THE CONVENIENCE OF THE COLLEGE, THE COLLEGE PROVIDES ON CAMPUS HOUSING FOR ITS PRESIDENT. PART I, LINE 4B ANTOINETTE HAYS HAS A DEFERRED COMPENSATION AGREEMENT WITH THE COLLEGE. $2,495 WAS ACCRUED UNDER THIS ARRANGEMENT FOR FISCAL YEAR 2024. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-06-13 50000000 CONSTRUCTION AND RENOVATION UNDER MASTER PLAN 0 0 0 A 11476651 50000000 1000000 98200 23549823 25351977 2016 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/07/2022 X 10 145435 FAIR MARKET VALUE X 2 102866 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE BY-LAWS OF THE CORPORATION PROVIDE FOR BETWEEN FIVE AND NINE MEMBERS. AT LEAST FIVE MEMBERS SHOULD BE MEMBERS OF THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION ELECT MEMBERS OF THE GOVERNING BOARD OF TRUSTEES TO THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CORPORATION APPROVE CHANGES TO BY-LAWS AND THE SALE OR DISPOSITION OF REAL ESTATE. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER OF THE 990 WILL PRESENT A COPY OF THE FORM TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE HAS A SINGLE COMBINED WRITTEN DOCUMENT FOR CONDUCT, ETHICS, CONFLICT OF INTEREST, TECHNOLOGY USE, AND CONFIDENTIALITY POLICIES FOR FACULTY, STAFF AND ADMINISTRATION. THIS DOCUMENT IS PART OF THE HIRING PROCESS, SIGNED BY THE EMPLOYEE AND STORED IN THE OFFICE OF HUMAN RESOURCES. IN ADDITION, THE COLLEGE ALSO DISTRIBUTES A RELATED PARTY QUESTIONNAIRE THROUGH ITS ANNUAL AUDIT PROCESS TO ALL BOARD MEMBERS AND OFFICERS. THIS QUESTIONNAIRE IS DESIGNED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. OUR ANNUAL INDEPENDENT AUDIT WILL NOT BE COMPLETE UNTIL ALL OF THESE FORMS HAVE BEEN SIGNED AND RETURNED. FURTHERMORE, THE BY-LAWS OF THE COLLEGE STATES: "NO MEMBER OF THE CORPORATION, TRUSTEE, OFFICER OR EMPLOYEE OF THE CORPORATION SHALL HAVE ANY PERSONAL FINANCIAL INTEREST, DIRECT OR INDIRECT, IN ANY CONTRACT RELATING TO THE BUSINESS CONDUCTED BY THE CORPORATION, OR THE FURNISHING OF SUPPLIES TO THE CORPORATION, UNLESS AUTHORIZED BY CONCURRING VOTE OF TWO-THIRDS OF THE DISINTERESTED TRUSTEES, EVEN THOUGH THE DISINTERESTED TRUSTEES BE LESS THAN A QUORUM, AND PROVIDE THAT THE MATERIAL FACTS AS TO HER INTEREST IN SUCH TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD OF TRUSTEES." FORM 990, PART VI, SECTION B, LINE 15 FOR THE RECRUITMENT OF THE PROSPECTIVE EXECUTIVE POSITION, THE COLLEGE ENGAGES AN INDEPENDENT PROFESSIONAL EXECUTIVE SEARCH FIRM. THROUGH AN AD HOC COMPENSATION COMMITTEE APPROVED BY THE BOARD OF TRUSTEES THE COLLEGE AND THE FIRM WORK TOGETHER TO OBTAIN COMPARATIVE MARKET DATA AND ACQUIRE AVAILABLE SALARY SURVEY DATA. THE COMPENSATION COMMITTEE REVIEWS COMPARATIVE MARKET DATA AND AVAILABLE SALARY SURVEY DATA BEFORE MAKING RECOMMENDATIONS TO THE BOARD OF TRUSTEES WHICH HAS FINAL APPROVAL. THE PRESIDENT HAS A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE COLLEGE IS DETERMINED BY MARKET DATA AND INTERNAL SALARY GRADES. FOR VICE PRESIDENT POSITIONS THE REVIEW OF COMPARATIVE MARKET DATA AND SALARY SURVEY DATA ARE PERFORMED BY A SEARCH COMMITTEE IN CONJUNCTION WITH AN EXECUTIVE SEARCH FIRM. FOR OTHER KEY EMPLOYEES THE COLLEGE PERFORMS COMPARATIVE MARKET DATA AND ACQUIRES AVAILABLE SALARY SURVEY INFORMATION THROUGH THE OFFICE OF HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,829,443. MANAGEMENT AND GENERAL EXPENSES 14,210,562. FUNDRAISING EXPENSES 2,087. TOTAL EXPENSES 16,042,092. FORM 990, PART XI, LINE 9: CUMULATIVE ADJUSTMENT FROM ADOPTION OF NEW CREDIT LOSS STANDARD 856,886. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.